Security Snapshot

PIMCO Access Income Fund - Common Stock (PAXS) Institutional Ownership

CUSIP: 72203T100

13F Institutional Holders and Ownership History from Q1 2022 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

61

Shares (Excl. Options)

12,059,354

Price

$14.41

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Type / Class
Equity / Common Stock
Symbol
PAXS on NYSE
Shares outstanding
43,803,627
Price per share
$14.59
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
12,059,354
Total reported value
$173,780,403
% of total 13F portfolios
0%
Share change
+1,154,747
Value change
+$15,255,154
Number of holders
61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • PAXS - PIMCO Access Income Fund - Common Stock is tracked under CUSIP 72203T100.
  • 61 institutions reported positions in Q1 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 65 to 61 between Q4 2025 and Q1 2026.
  • Reported value moved from $173,500,296 to $173,780,403.

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 61 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 72203T100?
CUSIP 72203T100 identifies PAXS - PIMCO Access Income Fund - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

As of 31 Mar 2026, 61 institutional investors reported holding 12,059,354 shares of PIMCO Access Income Fund - Common Stock (PAXS). This represents 28% of the company’s total 43,803,627 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PIMCO Access Income Fund - Common Stock (PAXS) together control 26% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WELLS FARGO & COMPANY/MN 4.2% 1,832,360 +3.6% 0.01% $26,404,302
Cerity Partners LLC 3.5% 1,532,951 +1433% 0.03% $22,089,445
MORGAN STANLEY 3.4% 1,499,575 +18% 0% $21,608,884
Penserra Capital Management LLC 2.9% 1,263,663 0.21% $18,209,000
ROYAL BANK OF CANADA 2.6% 1,152,845 +12% 0% $16,612,000
COHEN & STEERS, INC. 2.3% 1,023,000 +12% 0.03% $14,741,000
UBS Group AG 2.2% 969,614 -6.3% 0% $13,972,138
Thomas J. Herzfeld Advisors, Inc. 1% 439,995 -41% 2.2% $6,340,322
ENVESTNET ASSET MANAGEMENT INC 0.66% 287,277 -52% 0% $4,139,667
Element Wealth, LLC 0.45% 198,031 -0.14% 1.2% $2,853,622
LPL Financial LLC 0.44% 193,893 +20% 0% $2,793,993
Rockefeller Capital Management L.P. 0.4% 176,460 +13% 0% $2,542,798
CORRADO ADVISORS, LLC 0.37% 160,268 +5.6% 1.2% $2,309,462
SMITH, MOORE & CO. 0.29% 127,569 +3.1% 0.13% $1,838,267
Noble Wealth Management PBC 0.27% 119,068 -4.9% 0.88% $1,715,770
RIVERNORTH CAPITAL MANAGEMENT, LLC 0.22% 94,489 0.07% $1,361,586
RAYMOND JAMES FINANCIAL INC 0.16% 68,837 +47% 0% $991,943
JANE STREET GROUP, LLC 0.15% 66,027 +26% 0% $951,449
JOURNEY STRATEGIC WEALTH LLC 0.12% 51,700 -21% 0.02% $744,997
OSAIC HOLDINGS, INC. 0.11% 49,911 -44% 0% $719,215
INDEPENDENT FINANCIAL GROUP, LLC 0.1% 45,500 0% 0.01% $655,656
Bramshill Investments, LLC 0.1% 43,689 -0.62% 0.05% $629,558
WEDBUSH SECURITIES INC 0.1% 42,140 +8.3% 0.02% $607,000
Janney Montgomery Scott LLC 0.1% 42,065 -0.49% 0% $606,000
COMMONWEALTH EQUITY SERVICES, LLC 0.09% 41,208 -11% 0% $593,810

Institutional Holders of PIMCO Access Income Fund - Common Stock (PAXS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 12,059,354 $173,780,403 +$15,255,154 $14.41 61
2025 Q4 11,338,135 $173,500,296 +$5,051,359 $15.30 65
2025 Q3 10,939,271 $177,959,129 +$4,478,200 $16.27 68
2025 Q2 10,617,677 $160,436,241 +$11,193,773 $15.11 60
2025 Q1 9,926,234 $159,392,619 -$504,459 $16.06 66
2024 Q4 9,971,163 $152,077,625 +$2,244,314 $15.25 67
2024 Q3 9,707,505 $161,439,985 -$5,792,667 $16.63 57
2024 Q2 10,126,421 $160,078,523 -$608,179 $15.81 48
2024 Q1 10,129,925 $159,328,926 +$881,828 $15.73 49
2023 Q4 10,087,916 $144,263,567 -$8,823,602 $14.30 45
2023 Q3 10,654,024 $147,879,890 -$5,122,190 $13.88 42
2023 Q2 11,014,858 $162,467,185 -$4,515,105 $14.75 44
2023 Q1 11,263,430 $167,261,944 +$31,855,278 $14.85 38
2022 Q4 9,082,143 $134,339,354 +$11,853,779 $14.79 36
2022 Q3 8,282,158 $131,273,000 +$39,544,394 $15.85 33
2022 Q2 5,787,368 $91,613,000 +$32,237,215 $15.83 22
2022 Q1 3,093,379 $56,515,000 +$55,784,000 $18.27 14
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