Security Snapshot

PIMCO EQUITY SER - RAFI DYN MULTI (MFDX) Institutional Ownership

CUSIP: 72202L371

13F Institutional Holders and Ownership History from Q3 2017 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

53

Shares (Excl. Options)

8,986,872

Price

$38.43

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Type / Class
Equity / RAFI DYN MULTI
Symbol
MFDX
Price per share
$41.78
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
8,986,872
Total reported value
$345,822,638
% of total 13F portfolios
0.01%
Share change
+223,454
Value change
+$8,464,203
Number of holders
53
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • MFDX - PIMCO EQUITY SER - RAFI DYN MULTI is tracked under CUSIP 72202L371.
  • 53 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 53 to 23 between Q4 2025 and Q1 2026.
  • Reported value moved from $345,822,638 to $148,504,522.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 53 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 72202L371?
CUSIP 72202L371 identifies MFDX - PIMCO EQUITY SER - RAFI DYN MULTI in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 53 institutional investors reported holding 8,986,872 shares of PIMCO EQUITY SER - RAFI DYN MULTI (MFDX).

Institutional Holders of PIMCO EQUITY SER - RAFI DYN MULTI (MFDX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,725,193 $148,504,522 -$97,195 $39.82 23
2025 Q4 8,986,872 $345,822,638 +$8,464,203 $38.43 53
2025 Q3 8,694,336 $323,125,682 +$724,566 $37.17 51
2025 Q2 8,675,724 $311,437,139 +$7,862,088 $35.94 47
2025 Q1 8,457,289 $270,627,692 +$24,052,102 $31.97 37
2024 Q4 7,891,230 $233,494,669 +$2,831,585 $29.54 32
2024 Q3 7,510,196 $243,617,644 +$6,190,976 $32.51 27
2024 Q2 7,341,775 $222,196,237 -$1,655,854 $30.27 27
2024 Q1 7,074,081 $217,123,254 +$37,364,373 $30.70 26
2023 Q4 5,862,321 $170,987,685 +$28,676,053 $29.17 20
2023 Q3 4,812,523 $130,395,650 +$14,741,767 $27.05 18
2023 Q2 4,029,379 $113,442,675 +$7,855,067 $28.15 19
2023 Q1 3,751,162 $103,439,502 +$17,254,638 $27.58 11
2022 Q4 3,130,258 $80,269,339 +$3,988,158 $25.64 11
2022 Q3 2,975,242 $66,300,763 +$6,810,140 $22.28 12
2022 Q2 2,668,046 $67,278,000 +$4,217,184 $25.21 12
2022 Q1 2,500,744 $71,231,000 -$302,613 $28.49 8
2021 Q4 2,485,551 $73,113,000 -$23,250,956 $29.42 8
2021 Q3 3,279,146 $96,104,000 +$26,592,875 $29.31 12
2021 Q2 2,371,799 $70,492,000 -$1,468,703 $29.72 11
2021 Q1 2,421,214 $68,876,000 +$8,362,626 $28.45 10
2020 Q4 2,127,749 $58,062,000 -$3,036,381 $27.30 10
2020 Q3 338,329 $8,139,000 -$2,884,087 $24.06 8
2020 Q2 468,398 $10,687,696 -$1,498,531 $22.82 12
2020 Q1 534,152 $10,566,793 -$11,424,945 $19.78 12
2019 Q4 1,013,920 $26,368,394 -$892,223 $26.00 12
2019 Q3 1,007,787 $25,045,535 -$1,457,591 $24.81 11
2019 Q2 1,134,479 $28,159,807 +$3,927,732 $24.93 13
2019 Q1 977,115 $23,982,978 +$8,225,032 $24.54 14
2018 Q4 609,338 $13,617,000 -$6,552,095 $22.34 10
2018 Q3 796,026 $20,622,000 -$878,950 $25.91 12
2018 Q2 829,907 $21,476,000 +$5,510,440 $25.88 10
2018 Q1 616,835 $16,309,000 +$4,390,814 $26.44 8
2017 Q4 448,870 $12,002,000 -$8,393,644 $26.74 8
2017 Q3 763,130 $19,673,000 +$19,673,000 $25.78 3
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