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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $14 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 252 | $4.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 446 | $7.16K | 0.00% | +446 | New |
| IFP Advisors, Inc | 616 | $9.89K | 0.00% | −3,383−84.6% | Reduced |
| Larson Financial Group LLC | 650 | $10.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 700 | $11.2K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $12.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,250 | $20.1K | 0.00% | +1,250 | New |
| Continuum Advisory, LLC | 1,486 | $23.9K | 0.00% | −1,115−42.9% | Reduced |
| Boston Private Wealth LLC | 1,721 | $27.6K | 0.00% | +1,721 | New |
| Tanglewood Legacy Advisors, LLC | 2,747 | $44.1K | 0.02% | +2,747 | New |
| Anfield Capital Management, LLC | 3,664 | $58.8K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,186 | $67.3K | 0.00% | +76+1.8% | Added |
| Lindbrook Capital, LLC | 5,000 | $80.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $94.6K | 0.00% | – | – |
| South State Corp. | 10,650 | $171.0K | 0.01% | +1,300+13.9% | Added |
| Capital Investment Advisors, LLC | 10,800 | $173.4K | 0.00% | −2,000−15.6% | Reduced |
| CI Private Wealth, LLC | 11,712 | $188.1K | 0.00% | +150+1.3% | Added |
| Change Path, LLC | 12,660 | $203.3K | 0.01% | +60+0.5% | Added |
| First Trust Advisors LP | 12,977 | $208.4K | 0.00% | +350+2.8% | Added |
| PFG Investments, LLC | 13,109 | $210.5K | 0.01% | +1,700+14.9% | Added |
| Jaffetilchin Investment Partners, LLC | 16,130 | $259.0K | 0.02% | −620−3.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 17,818 | $266.6K | 0.19% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 16,723 | $268.6K | 0.04% | −6,288−27.3% | Reduced |
| BlackRock, Inc. | 17,562 | $282.0K | 0.00% | +17,562 | New |
| XTX Topco Ltd | 17,977 | $288.7K | 0.01% | −5,527−23.5% | Reduced |
| Integrated Wealth Concepts LLC | 20,968 | $336.8K | 0.00% | +20,968 | New |
| Cetera Investment Advisers | 21,293 | $342.0K | 0.00% | +5,722+36.7% | Added |
| Mathes Company, Inc. | 22,000 | $353.0K | 0.14% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 22,804 | $366.2K | 0.00% | +22,804 | New |
| Chicago Partners Investment Group LLC | 24,923 | $383.3K | 0.01% | +187+0.8% | Added |
| Comerica Bank | 26,308 | $422.5K | 0.00% | +717+2.8% | Added |
| Atria Wealth Solutions, Inc. | 29,875 | $484.0K | 0.01% | +1,700+6.0% | Added |
| Commonwealth Equity Services, LLC | 34,205 | $549.0K | 0.00% | −459−1.3% | Reduced |
| Courier Capital LLC | 37,201 | $597.5K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 38,376 | $616.3K | 0.00% | −5,478−12.5% | Reduced |
| Crumly & Associates Inc. | 39,750 | $638.4K | 0.18% | 00.0% | Unchanged |
| Wedbush Securities Inc | 43,883 | $705.0K | 0.03% | −238−0.5% | Reduced |
| Bramshill Investments, LLC | 44,807 | $719.6K | 0.07% | +56+0.1% | Added |
| Private Advisor Group, LLC | 45,118 | $724.6K | 0.00% | +45,118 | New |
| Cambridge Investment Research Advisors, Inc. | 45,488 | $731.0K | 0.00% | −172−0.4% | Reduced |
| Cerity Partners LLC | 51,138 | $821.3K | 0.00% | +1,138+2.3% | Added |
| Stifel Financial Corp | 51,464 | $826.5K | 0.00% | +16,563+47.5% | Added |
| Independent Financial Group, LLC | 57,100 | $917.0K | 0.03% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 67,162 | $1.08M | 0.74% | +59,662+795.5% | Added |
| Journey Strategic Wealth LLC | 82,588 | $1.33M | 0.05% | +14,750+21.7% | Added |
| Raymond James Financial Inc | 84,293 | $1.35M | 0.00% | +6,155+7.9% | Added |
| RSM US Wealth Management LLC | 85,800 | $1.39M | 0.02% | +3,772+4.6% | Added |
| Advisor Group Holdings, Inc. | 86,583 | $1.39M | 0.00% | +32,888+61.2% | Added |
| Rockefeller Capital Management L.P. | 87,412 | $1.40M | 0.00% | +14,353+19.6% | Added |
| Consolidated Portfolio Review Corp | 99,391 | $1.60M | 0.26% | +21,639+27.8% | Added |
| Smith, Moore & Co. | 114,470 | $1.84M | 0.17% | +14,474+14.5% | Added |
| LPL Financial LLC | 117,234 | $1.88M | 0.00% | −7,132−5.7% | Reduced |
| Corrado Advisors, LLC | 126,208 | $2.03M | 1.35% | +3,735+3.0% | Added |
| Element Wealth, LLC | 219,979 | $3.53M | 1.89% | −8,262−3.6% | Reduced |
| Ieq Capital, LLC | 250,000 | $4.01M | 0.03% | +250,000 | New |
| Pensionmark Financial Group, LLC | 263,610 | $4.23M | 0.11% | +126,410+92.1% | Added |
| Bank of America Corp | 309,626 | $4.97M | 0.00% | +17,112+5.8% | Added |
| Envestnet Asset Management Inc | 351,375 | $5.64M | 0.00% | +55,035+18.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 380,600 | $6.11M | 2.08% | +22,315+6.2% | Added |
| Royal Bank of Canada | 423,621 | $6.80M | 0.00% | +75,940+21.8% | Added |
| Cohen & Steers, Inc. | 836,818 | $13.4M | 0.02% | −55,000−6.2% | Reduced |
| Morgan Stanley | 984,922 | $15.8M | 0.00% | −13,640−1.4% | Reduced |
| Wells Fargo & Company | 1,351,738 | $21.7M | 0.01% | +197,130+17.1% | Added |
| SOL Capital Management CO | 1,381,535 | $22.2M | 2.45% | +67,041+5.1% | Added |
| UBS Group AG | 1,434,139 | $23.0M | 0.01% | −799,646−35.8% | Reduced |
| 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 |