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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 598 | $8.88K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 640 | $9.50K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 675 | $10.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $11.0K | 0.01% | +800 | New |
| Huntington National Bank | 1,961 | $29.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,000 | $74.3K | 0.02% | +5,000 | New |
| Advisory Services Network, LLC | 5,984 | $88.9K | 0.00% | +1,279+27.2% | Added |
| City of London Investment Management Co Ltd | 10,200 | $151.4K | 0.01% | −6,800−40.0% | Reduced |
| Hilton Capital Management, LLC | 12,000 | $177.5K | 0.02% | 00.0% | Unchanged |
| Single Point Partners, LLC | 12,500 | $186.0K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,050 | $195.4K | 0.00% | +13,050 | New |
| Cambridge Investment Research Advisors, Inc. | 17,735 | $263.0K | 0.00% | −2,460−12.2% | Reduced |
| Lido Advisors, LLC | 19,500 | $289.6K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,570 | $305.5K | 0.01% | +20,570 | New |
| Stifel Financial Corp | 23,877 | $354.6K | 0.00% | −786−3.2% | Reduced |
| Wedbush Securities Inc | 32,970 | $490.0K | 0.02% | −440−1.3% | Reduced |
| Advisors Asset Management, Inc. | 33,982 | $504.6K | 0.01% | +33,982 | New |
| Commonwealth Equity Services, LLC | 36,862 | $547.0K | 0.00% | −113−0.3% | Reduced |
| Crumly & Associates Inc. | 39,750 | $590.3K | 0.26% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 40,449 | $600.7K | 0.00% | +17,268+74.5% | Added |
| JPMorgan Chase & Co | 41,303 | $613.0K | 0.00% | +41,303 | New |
| U.S. Capital Wealth Advisors, LLC | 47,123 | $699.8K | 0.03% | +15,135+47.3% | Added |
| Cerity Partners LLC | 50,000 | $742.5K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 56,068 | $832.6K | 0.00% | +56,068 | New |
| Consolidated Portfolio Review Corp | 60,130 | $892.9K | 0.24% | +60,130 | New |
| Journey Strategic Wealth LLC | 74,538 | $1.11M | 0.12% | +1,868+2.6% | Added |
| LPL Financial LLC | 141,743 | $2.10M | 0.00% | +65,180+85.1% | Added |
| Corrado Advisors, LLC | 178,253 | $2.65M | 1.76% | −18,420−9.4% | Reduced |
| Element Wealth, LLC | 218,634 | $3.25M | 2.43% | +3,767+1.8% | Added |
| Bank of America Corp | 258,775 | $3.84M | 0.00% | +64,997+33.5% | Added |
| Wells Fargo & Company | 315,020 | $4.68M | 0.00% | +198,581+170.5% | Added |
| Royal Bank of Canada | 536,536 | $7.97M | 0.00% | +110,274+25.9% | Added |
| Cohen & Steers, Inc. | 540,667 | $8.03M | 0.02% | +125,343+30.2% | Added |
| SOL Capital Management CO | 560,485 | $8.32M | 1.36% | +72,595+14.9% | Added |
| Penserra Capital Management LLC | 713,138 | $10.6M | 0.22% | +44,065+6.6% | Added |
| Morgan Stanley | 980,231 | $14.6M | 0.00% | +73,588+8.1% | Added |
| Rivernorth Capital Management, LLC | 1,825,159 | $27.1M | 1.31% | −5,215−0.3% | Reduced |
| UBS Group AG | 4,336,524 | $64.4M | 0.03% | +2,866,338+195.0% | Added |
| 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 |