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 2025
Institutional positions in PIMCO Access Income Fund as of Mar 31, 2025. 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
- 67
- −1 vs. Q4 2024
- Shares held
- 9.98M
- −88.3K (−0.9%) vs. Q4 2024
- Total value
- $160.3M
- +$6.73M (+4.4%) vs. Q4 2024
- New holders
- 10
- 29 more added
- Sold out
- 11
- 15 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,434,139 | $23.0M | 0.01% | −799,646−35.8% | Reduced |
| SOL Capital Management CO | 1,381,535 | $22.2M | 2.45% | +67,041+5.1% | Added |
| Wells Fargo & Company | 1,351,738 | $21.7M | 0.01% | +197,130+17.1% | Added |
| Morgan Stanley | 984,922 | $15.8M | 0.00% | −13,640−1.4% | Reduced |
| Cohen & Steers, Inc. | 836,818 | $13.4M | 0.02% | −55,000−6.2% | Reduced |
| Royal Bank of Canada | 423,621 | $6.80M | 0.00% | +75,940+21.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 380,600 | $6.11M | 2.08% | +22,315+6.2% | Added |
| Envestnet Asset Management Inc | 351,375 | $5.64M | 0.00% | +55,035+18.6% | Added |
| Bank of America Corp | 309,626 | $4.97M | 0.00% | +17,112+5.8% | Added |
| Pensionmark Financial Group, LLC | 263,610 | $4.23M | 0.11% | +126,410+92.1% | Added |
| Ieq Capital, LLC | 250,000 | $4.01M | 0.03% | +250,000 | New |
| Element Wealth, LLC | 219,979 | $3.53M | 1.89% | −8,262−3.6% | Reduced |
| Corrado Advisors, LLC | 126,208 | $2.03M | 1.35% | +3,735+3.0% | Added |
| LPL Financial LLC | 117,234 | $1.88M | 0.00% | −7,132−5.7% | Reduced |
| Smith, Moore & Co. | 114,470 | $1.84M | 0.17% | +14,474+14.5% | Added |
| Consolidated Portfolio Review Corp | 99,391 | $1.60M | 0.26% | +21,639+27.8% | Added |
| Rockefeller Capital Management L.P. | 87,412 | $1.40M | 0.00% | +14,353+19.6% | Added |
| Advisor Group Holdings, Inc. | 86,583 | $1.39M | 0.00% | +32,888+61.2% | Added |
| RSM US Wealth Management LLC | 85,800 | $1.39M | 0.02% | +3,772+4.6% | Added |
| Raymond James Financial Inc | 84,293 | $1.35M | 0.00% | +6,155+7.9% | Added |
| Journey Strategic Wealth LLC | 82,588 | $1.33M | 0.05% | +14,750+21.7% | Added |
| Noble Wealth Management PBC | 67,162 | $1.08M | 0.74% | +59,662+795.5% | Added |
| Independent Financial Group, LLC | 57,100 | $917.0K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 51,464 | $826.5K | 0.00% | +16,563+47.5% | Added |
| Cerity Partners LLC | 51,138 | $821.3K | 0.00% | +1,138+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,488 | $731.0K | 0.00% | −172−0.4% | Reduced |
| Private Advisor Group, LLC | 45,118 | $724.6K | 0.00% | +45,118 | New |
| Bramshill Investments, LLC | 44,807 | $719.6K | 0.07% | +56+0.1% | Added |
| Wedbush Securities Inc | 43,883 | $705.0K | 0.03% | −238−0.5% | Reduced |
| Crumly & Associates Inc. | 39,750 | $638.4K | 0.18% | 00.0% | Unchanged |
| Truist Financial Corp | 38,376 | $616.3K | 0.00% | −5,478−12.5% | Reduced |
| Courier Capital LLC | 37,201 | $597.5K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 34,205 | $549.0K | 0.00% | −459−1.3% | Reduced |
| Atria Wealth Solutions, Inc. | 29,875 | $484.0K | 0.01% | +1,700+6.0% | Added |
| Comerica Bank | 26,308 | $422.5K | 0.00% | +717+2.8% | Added |
| Chicago Partners Investment Group LLC | 24,923 | $383.3K | 0.01% | +187+0.8% | Added |
| Susquehanna International Group, LLP | 22,804 | $366.2K | 0.00% | +22,804 | New |
| Mathes Company, Inc. | 22,000 | $353.0K | 0.14% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,293 | $342.0K | 0.00% | +5,722+36.7% | Added |
| Integrated Wealth Concepts LLC | 20,968 | $336.8K | 0.00% | +20,968 | New |
| XTX Topco Ltd | 17,977 | $288.7K | 0.01% | −5,527−23.5% | Reduced |
| BlackRock, Inc. | 17,562 | $282.0K | 0.00% | +17,562 | New |
| NWF Advisory Services Inc. | 16,723 | $268.6K | 0.04% | −6,288−27.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 17,818 | $266.6K | 0.19% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 16,130 | $259.0K | 0.02% | −620−3.7% | Reduced |
| PFG Investments, LLC | 13,109 | $210.5K | 0.01% | +1,700+14.9% | Added |
| First Trust Advisors LP | 12,977 | $208.4K | 0.00% | +350+2.8% | Added |
| Change Path, LLC | 12,660 | $203.3K | 0.01% | +60+0.5% | Added |
| CI Private Wealth, LLC | 11,712 | $188.1K | 0.00% | +150+1.3% | Added |
| Capital Investment Advisors, LLC | 10,800 | $173.4K | 0.00% | −2,000−15.6% | Reduced |
| South State Corp. | 10,650 | $171.0K | 0.01% | +1,300+13.9% | Added |
| Huntington National Bank | – | $94.6K | 0.00% | – | – |
| Lindbrook Capital, LLC | 5,000 | $80.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,186 | $67.3K | 0.00% | +76+1.8% | Added |
| Anfield Capital Management, LLC | 3,664 | $58.8K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2,747 | $44.1K | 0.02% | +2,747 | New |
| Boston Private Wealth LLC | 1,721 | $27.6K | 0.00% | +1,721 | New |
| Continuum Advisory, LLC | 1,486 | $23.9K | 0.00% | −1,115−42.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,250 | $20.1K | 0.00% | +1,250 | New |
| FNY Investment Advisers, LLC | 800 | $12.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 700 | $11.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 650 | $10.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 616 | $9.89K | 0.00% | −3,383−84.6% | Reduced |
| Assetmark, Inc | 446 | $7.16K | 0.00% | +446 | New |
| Financial Management Professionals, Inc. | 252 | $4.05K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $14 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 0 | $0 | 0.00% | −127,339−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −41,712−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −40,123−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −26,087−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −23,868−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −20,755−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −11,445−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Kiely Wealth Advisory Group, Inc. | – | – | – | – | Not filed |