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

63

Shares (Excl. Options)

12,492,722

Price

$14.41

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,179,468
Value change
+$15,611,383
Number of holders
63
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
43,803,627
SEC-reported price per share
$14.59
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

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

Change

  • Holder count moved from 65 to 63 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $173,500,296 to $180,025,233.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 63 institutions filings for Q1 2026.

Open SEC evidence

Security key

72203T100

Latest holder period

Q1 2026

13F holders

63

13D/G owners

0

CIK / CUSIP context first

As of 31 Mar 2026, 63 institutional investors reported holding 12,492,722 shares of PIMCO Access Income Fund - Common Stock (PAXS). This represents 29% of the company’s total 43,803,627 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
27%
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
BANK OF AMERICA CORP /DE/ 0.96% 421,321 +6.2% 0% $6,071,233
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

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
17
Latest
Q1 2026
Rows shown
1-17 of 17
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 12,492,722 $180,025,233 +$15,611,383 $14.41 63
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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