As of 31 Dec 2025, 61 institutional investors reported holding 11,246,728 shares of PIMCO Access Income Fund - Common Stock (PAXS). This represents 26% of the company’s total 43,803,627 outstanding shares.
The largest institutional shareholders of PIMCO Access Income Fund - Common Stock (PAXS) together control 25% 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% | 1,768,979 | +3% | 0.01% | $27,065,391 |
| SOL Capital Management CO | 3.4% | 1,471,674 | +2.8% | 2% | $22,517,000 |
| MORGAN STANLEY | 2.9% | 1,276,072 | +18% | 0% | $19,523,922 |
| UBS Group AG | 2.4% | 1,034,554 | -25% | 0% | $15,828,676 |
| ROYAL BANK OF CANADA | 2.3% | 1,025,039 | +8.6% | 0% | $15,683,000 |
| COHEN & STEERS, INC. | 2.1% | 911,766 | +4.2% | 0.03% | $13,950,000 |
| Thomas J. Herzfeld Advisors, Inc. | 1.7% | 747,910 | +55% | 3.9% | $11,443,029 |
| ENVESTNET ASSET MANAGEMENT INC | 1.4% | 592,951 | +25% | 0% | $9,072,149 |
| BANK OF AMERICA CORP /DE/ | 0.91% | 396,600 | -0.19% | 0% | $6,067,979 |
| Element Wealth, LLC | 0.45% | 198,309 | -1.4% | 1.3% | $3,034,130 |
| LPL Financial LLC | 0.37% | 161,882 | +14% | 0% | $2,476,801 |
| Rockefeller Capital Management L.P. | 0.36% | 156,304 | -0.97% | 0.01% | $2,391,452 |
| CORRADO ADVISORS, LLC | 0.35% | 151,760 | +6.9% | 1.2% | $2,321,927 |
| Noble Wealth Management PBC | 0.29% | 125,244 | -0.09% | 0.96% | $1,916,233 |
| SMITH, MOORE & CO. | 0.28% | 123,790 | -2.3% | 0.14% | $1,893,993 |
| Cerity Partners LLC | 0.23% | 100,002 | +96% | 0% | $1,530,022 |
| OSAIC HOLDINGS, INC. | 0.2% | 89,182 | +9.6% | 0% | $1,364,553 |
| CHOREO, LLC | 0.16% | 72,158 | +14% | 0.01% | $1,112,531 |
| JOURNEY STRATEGIC WEALTH LLC | 0.15% | 65,650 | +16% | 0.03% | $1,004,445 |
| JANE STREET GROUP, LLC | 0.12% | 52,356 | 0% | $801,047 | |
| RAYMOND JAMES FINANCIAL INC | 0.11% | 46,762 | -2.3% | 0% | $715,455 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.11% | 46,431 | +17% | 0% | $710,400 |
| Bramshill Investments, LLC | 0.1% | 43,963 | +0.66% | 0.04% | $672,634 |
| Janney Montgomery Scott LLC | 0.1% | 42,273 | +1.5% | 0% | $647,000 |
| Crumly & Associates Inc. | 0.09% | 39,750 | 0% | 0.13% | $608,175 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 11,246,728 | $172,102,177 | +$4,838,364 | $15.30 | 61 |
| 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 |