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

13F Institutional Holders and Ownership History from Q1 2022 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
PAXS on NYSE
Shares outstanding
43,803,627
Price per share
$15.30
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
10,939,271
Total reported value
$177,959,129
% of total 13F portfolios
0%
Share change
+254,432
Value change
+$4,478,200
Number of holders
68
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 68 institutional investors reported holding 10,939,271 shares of PIMCO Access Income Fund - Common Stock (PAXS). This represents 25% 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 24% 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 3.9% 1,717,456 +9.4% 0.01% $27,943,007
SOL Capital Management CO 3.3% 1,431,845 +4.4% 2.1% $23,296,000
UBS Group AG 3.2% 1,380,357 -4.9% 0% $22,458,409
MORGAN STANLEY 2.5% 1,077,611 +4.4% 0% $17,532,734
ROYAL BANK OF CANADA 2.2% 943,664 +2.1% 0% $15,353,000
COHEN & STEERS, INC. 2% 875,374 +1.8% 0.03% $14,242,000
Thomas J. Herzfeld Advisors, Inc. 1.1% 481,437 +11% 2.7% $7,832,978
ENVESTNET ASSET MANAGEMENT INC 1.1% 472,983 +12% 0% $7,695,437
BANK OF AMERICA CORP /DE/ 0.91% 397,360 +6% 0% $6,465,047
Element Wealth, LLC 0.46% 201,119 -0.46% 1.4% $3,272,213
Consolidated Portfolio Review Corp 0.42% 185,551 +22% 0.38% $3,018,908
Rockefeller Capital Management L.P. 0.36% 157,832 +0.02% 0.01% $2,567,928
LPL Financial LLC 0.33% 142,429 +16% 0% $2,317,318
CORRADO ADVISORS, LLC 0.32% 141,946 +5.2% 1.2% $2,309,467
SMITH, MOORE & CO. 0.29% 126,706 +7.2% 0.16% $2,061,500
Noble Wealth Management PBC 0.29% 125,360 +87% 1.1% $2,039,607
OSAIC HOLDINGS, INC. 0.19% 81,403 -2.2% 0% $1,311,472
CHOREO, LLC 0.14% 63,467 +11% 0.01% $1,036,023
JOURNEY STRATEGIC WEALTH LLC 0.13% 56,650 +3.7% 0.03% $921,696
Cerity Partners LLC 0.12% 51,138 0% 0% $832,010
RAYMOND JAMES FINANCIAL INC 0.11% 47,859 -9.8% 0% $778,669
Cambridge Investment Research Advisors, Inc. 0.1% 45,993 -16% 0% $748,000
Bramshill Investments, LLC 0.1% 43,675 -2.3% 0.05% $710,592
Janney Montgomery Scott LLC 0.1% 41,630 0% $677,000
COMMONWEALTH EQUITY SERVICES, LLC 0.09% 39,798 +3.4% 0% $648,000

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
2025 Q4 125,244 $1,916,233 -$8,654 $15.30 1
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