PIMCO Access Income Fund
PAXS- Exchange
- NYSE
- SEC CIK
- 0001886878
No open-market purchases or sales by PIMCO Access Income Fund insiders were filed in the last 90 days; 65 institutions reported holding it in 13F filings for Q2 2026, worth $180.1M in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in PIMCO Access Income Fund as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 34
- +12 vs. Q2 2022
- Shares held
- 8.28M
- +2.49M (+43.1%) vs. Q2 2022
- Total value
- $131.3M
- +$39.7M (+43.3%) vs. Q2 2022
- New holders
- 15
- 13 more added
- Sold out
- 3
- 3 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PAXS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 65 | $180.1M |
| Q1 2026 | 64 | $180.0M |
| Q4 2025 | 65 | $173.5M |
| Q3 2025 | 69 | $178.8M |
| Q2 2025 | 62 | $161.2M |
| Q1 2025 | 67 | $160.3M |
| Q4 2024 | 69 | $153.6M |
| Q3 2024 | 57 | $161.4M |
| Q2 2024 | 49 | $160.1M |
| Q1 2024 | 49 | $159.3M |
| Q4 2023 | 45 | $144.3M |
| Q3 2023 | 42 | $147.9M |
| Q2 2023 | 44 | $162.5M |
| Q1 2023 | 38 | $167.3M |
| Q4 2022 | 37 | $134.3M |
| Q3 2022 | 34 | $131.3M |
| Q2 2022 | 22 | $91.6M |
| Q1 2022 | 14 | $56.5M |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 29 | $1.00K | 0.00% | +29 | New |
| Sittner & Nelson, LLC | 300 | $5.00K | 0.00% | +300 | New |
| Tortoise Investment Management, LLC | 598 | $9.00K | 0.00% | +598 | New |
| MUFG Americas Holdings Corp | 1,250 | $20.0K | 0.00% | +1,250 | New |
| Carolinas Wealth Consulting LLC | 5,554 | $88.0K | 0.02% | +5,554 | New |
| Hilton Capital Management, LLC | 12,000 | $190.0K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,495 | $198.0K | 0.00% | +12,495 | New |
| Single Point Partners, LLC | 12,500 | $198.0K | 0.05% | +12,500 | New |
| Rockefeller Capital Management L.P. | 14,524 | $230.0K | 0.00% | +155+1.1% | Added |
| Advisor Group Holdings, Inc. | 15,029 | $239.0K | 0.00% | +1,910+14.6% | Added |
| Mathes Company, Inc. | 17,500 | $277.0K | 0.15% | +5,500+45.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,035 | $302.0K | 0.00% | +19,035 | New |
| Lido Advisors, LLC | 22,000 | $348.0K | 0.01% | +2,000+10.0% | Added |
| Cresset Asset Management, LLC | 25,349 | $406.0K | 0.01% | +25,349 | New |
| Stifel Financial Corp | 26,209 | $415.0K | 0.00% | +26,209 | New |
| Wedbush Securities Inc | 31,990 | $507.0K | 0.03% | +14,076+78.6% | Added |
| Millennium Management LLC | 34,568 | $548.0K | 0.00% | +34,568 | New |
| Commonwealth Equity Services, LLC | 35,000 | $554.0K | 0.00% | +35,000 | New |
| Covington Capital Management | 50,000 | $792.0K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 52,985 | $840.0K | 0.11% | +7,654+16.9% | Added |
| Wells Fargo & Company | 67,240 | $1.07M | 0.00% | +22,230+49.4% | Added |
| Crumly & Associates Inc. | 95,275 | $1.51M | 0.62% | −14,128−12.9% | Reduced |
| City of London Investment Management Co Ltd | 106,530 | $1.69M | 0.15% | +106,530 | New |
| Bank of America Corp | 144,324 | $2.29M | 0.00% | +79,999+124.4% | Added |
| Element Wealth, LLC | 187,963 | $2.98M | 2.75% | +148+0.1% | Added |
| Corrado Advisors, LLC | 196,836 | $3.12M | 2.53% | −7,007−3.4% | Reduced |
| Cohen & Steers, Inc. | 263,328 | $4.17M | 0.01% | +263,328 | New |
| SOL Capital Management CO | 303,475 | $4.81M | 1.00% | +43,750+16.8% | Added |
| Royal Bank of Canada | 404,289 | $6.41M | 0.00% | +72,450+21.8% | Added |
| Penserra Capital Management LLC | 590,713 | $9.36M | 0.27% | +590,713 | New |
| Ulrich Consultants & Investment Group, LLC | 645,750 | $10.2M | 7.89% | 00.0% | Unchanged |
| UBS Group AG | 1,210,940 | $19.2M | 0.01% | +227,259+23.1% | Added |
| Morgan Stanley | 1,772,831 | $28.1M | 0.00% | −60,250−3.3% | Reduced |
| Rivernorth Capital Management, LLC | 1,903,778 | $30.2M | 1.35% | +975,810+105.2% | Added |
| Almitas Capital LLC | 0 | $0 | 0.00% | −9,357−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −713−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −125−100.0% | Sold out |