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, Q1 2023
Institutional positions in PIMCO Access Income Fund as of Mar 31, 2023. 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
- 38
- +2 vs. Q4 2022
- Shares held
- 11.3M
- +2.20M (+24.3%) vs. Q4 2022
- Total value
- $167.3M
- +$33.2M (+24.7%) vs. Q4 2022
- New holders
- 8
- 14 more added
- Sold out
- 6
- 7 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 4,336,524 | $64.4M | 0.03% | +2,866,338+195.0% | Added |
| Rivernorth Capital Management, LLC | 1,825,159 | $27.1M | 1.31% | −5,215−0.3% | Reduced |
| Morgan Stanley | 980,231 | $14.6M | 0.00% | +73,588+8.1% | Added |
| Penserra Capital Management LLC | 713,138 | $10.6M | 0.22% | +44,065+6.6% | Added |
| SOL Capital Management CO | 560,485 | $8.32M | 1.36% | +72,595+14.9% | Added |
| Cohen & Steers, Inc. | 540,667 | $8.03M | 0.02% | +125,343+30.2% | Added |
| Royal Bank of Canada | 536,536 | $7.97M | 0.00% | +110,274+25.9% | Added |
| Wells Fargo & Company | 315,020 | $4.68M | 0.00% | +198,581+170.5% | Added |
| Bank of America Corp | 258,775 | $3.84M | 0.00% | +64,997+33.5% | Added |
| Element Wealth, LLC | 218,634 | $3.25M | 2.43% | +3,767+1.8% | Added |
| Corrado Advisors, LLC | 178,253 | $2.65M | 1.76% | −18,420−9.4% | Reduced |
| LPL Financial LLC | 141,743 | $2.10M | 0.00% | +65,180+85.1% | Added |
| Journey Strategic Wealth LLC | 74,538 | $1.11M | 0.12% | +1,868+2.6% | Added |
| Consolidated Portfolio Review Corp | 60,130 | $892.9K | 0.24% | +60,130 | New |
| Invesco Ltd. | 56,068 | $832.6K | 0.00% | +56,068 | New |
| Cerity Partners LLC | 50,000 | $742.5K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 47,123 | $699.8K | 0.03% | +15,135+47.3% | Added |
| JPMorgan Chase & Co | 41,303 | $613.0K | 0.00% | +41,303 | New |
| Advisor Group Holdings, Inc. | 40,449 | $600.7K | 0.00% | +17,268+74.5% | Added |
| Crumly & Associates Inc. | 39,750 | $590.3K | 0.26% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,862 | $547.0K | 0.00% | −113−0.3% | Reduced |
| Advisors Asset Management, Inc. | 33,982 | $504.6K | 0.01% | +33,982 | New |
| Wedbush Securities Inc | 32,970 | $490.0K | 0.02% | −440−1.3% | Reduced |
| Stifel Financial Corp | 23,877 | $354.6K | 0.00% | −786−3.2% | Reduced |
| Sigma Planning Corp | 20,570 | $305.5K | 0.01% | +20,570 | New |
| Lido Advisors, LLC | 19,500 | $289.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,735 | $263.0K | 0.00% | −2,460−12.2% | Reduced |
| Atria Wealth Solutions, Inc. | 13,050 | $195.4K | 0.00% | +13,050 | New |
| Single Point Partners, LLC | 12,500 | $186.0K | 0.04% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 12,000 | $177.5K | 0.02% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 10,200 | $151.4K | 0.01% | −6,800−40.0% | Reduced |
| Advisory Services Network, LLC | 5,984 | $88.9K | 0.00% | +1,279+27.2% | Added |
| Versant Capital Management, Inc | 5,000 | $74.3K | 0.02% | +5,000 | New |
| Huntington National Bank | 1,961 | $29.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $11.0K | 0.01% | +800 | New |
| Tompkins Financial Corp | 675 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 640 | $9.50K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 598 | $8.88K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,565,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −71,748−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,890−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −5,554−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,968−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Mathes Company, Inc. | – | – | – | – | Not filed |