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, Q2 2025
Institutional positions in PIMCO Access Income Fund as of Jun 30, 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
- 62
- −3 vs. Q1 2025
- Shares held
- 10.7M
- +758.7K (+7.7%) vs. Q1 2025
- Total value
- $161.2M
- +$2.04M (+1.3%) vs. Q1 2025
- New holders
- 8
- 27 more added
- Sold out
- 11
- 13 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 50 | $0 | 0.00% | +50 | New |
| Creekmur Asset Management LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 292 | $4.46K | 0.00% | +40+15.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $7.55K | 0.00% | +500 | New |
| IFP Advisors, Inc | 616 | $9.31K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 650 | $9.82K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 700 | $10.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $15.1K | 0.00% | +1,000 | New |
| FNY Investment Advisers, LLC | 1,100 | $16.0K | 0.01% | +300+37.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,250 | $18.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,350 | $20.4K | 0.00% | +1,350 | New |
| Tanglewood Legacy Advisors, LLC | 2,747 | $41.5K | 0.02% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3,664 | $55.4K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $58.8K | 0.00% | – | – |
| South State Corp. | 9,350 | $141.3K | 0.01% | −1,300−12.2% | Reduced |
| Alexander Labrunerie & Co., Inc. | 10,500 | $158.7K | 0.07% | +10,500 | New |
| Pensionmark Financial Group, LLC | 10,705 | $161.8K | 0.00% | −252,905−95.9% | Reduced |
| Capital Investment Advisors, LLC | 10,800 | $163.2K | 0.00% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 12,000 | $181.3K | 0.01% | +12,000 | New |
| Change Path, LLC | 12,775 | $193.0K | 0.01% | +115+0.9% | Added |
| NWF Advisory Services Inc. | 14,748 | $222.8K | 0.03% | −1,975−11.8% | Reduced |
| First Trust Advisors LP | 15,737 | $237.8K | 0.00% | +2,760+21.3% | Added |
| Fortitude Advisory Group L.L.C. | 17,818 | $269.2K | 0.15% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,414 | $323.6K | 0.00% | +121+0.6% | Added |
| BlackRock, Inc. | 21,562 | $325.8K | 0.00% | +4,000+22.8% | Added |
| Virtu Financial LLC | 21,747 | $329.0K | 0.02% | +21,747 | New |
| Mathes Company, Inc. | 22,000 | $332.0K | 0.12% | 00.0% | Unchanged |
| Comerica Bank | 27,074 | $409.1K | 0.00% | +766+2.9% | Added |
| Chicago Partners Investment Group LLC | 28,535 | $432.3K | 0.01% | +3,612+14.5% | Added |
| Integrated Wealth Concepts LLC | 31,148 | $470.6K | 0.00% | +10,180+48.6% | Added |
| CI Private Wealth, LLC | 31,869 | $481.5K | 0.00% | +20,157+172.1% | Added |
| Courier Capital LLC | 37,201 | $562.1K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 38,481 | $581.0K | 0.00% | +4,276+12.5% | Added |
| Truist Financial Corp | 38,462 | $581.2K | 0.00% | +86+0.2% | Added |
| Wedbush Securities Inc | 39,009 | $589.0K | 0.02% | −4,874−11.1% | Reduced |
| Crumly & Associates Inc. | 39,750 | $600.6K | 0.15% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 43,467 | $656.8K | 0.00% | −1,651−3.7% | Reduced |
| Bramshill Investments, LLC | 44,709 | $675.6K | 0.07% | −98−0.2% | Reduced |
| Independent Financial Group, LLC | 50,100 | $757.0K | 0.02% | −7,000−12.3% | Reduced |
| Cerity Partners LLC | 51,138 | $772.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 53,031 | $801.3K | 0.00% | −31,262−37.1% | Reduced |
| Journey Strategic Wealth LLC | 54,650 | $825.8K | 0.03% | −27,938−33.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,980 | $831.0K | 0.00% | +9,492+20.9% | Added |
| RSM US Wealth Management LLC | 57,078 | $864.6K | 0.01% | −28,722−33.5% | Reduced |
| Stifel Financial Corp | 60,370 | $912.2K | 0.00% | +8,906+17.3% | Added |
| Advisor Group Holdings, Inc. | 83,260 | $1.26M | 0.00% | −3,323−3.8% | Reduced |
| Smith, Moore & Co. | 118,196 | $1.79M | 0.15% | +3,726+3.3% | Added |
| LPL Financial LLC | 122,594 | $1.85M | 0.00% | +5,360+4.6% | Added |
| Corrado Advisors, LLC | 134,944 | $2.04M | 1.25% | +8,736+6.9% | Added |
| Consolidated Portfolio Review Corp | 152,030 | $2.30M | 0.32% | +52,639+53.0% | Added |
| Rockefeller Capital Management L.P. | 157,794 | $2.38M | 0.01% | +70,382+80.5% | Added |
| Element Wealth, LLC | 202,047 | $3.05M | 1.40% | −17,932−8.2% | Reduced |
| Rivernorth Capital Management, LLC | 257,424 | $3.89M | 0.22% | +257,424 | New |
| Bank of America Corp | 374,892 | $5.66M | 0.00% | +65,266+21.1% | Added |
| Envestnet Asset Management Inc | 421,232 | $6.36M | 0.00% | +69,857+19.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 435,309 | $6.58M | 2.35% | +54,709+14.4% | Added |
| Cohen & Steers, Inc. | 859,487 | $13.0M | 0.02% | +22,669+2.7% | Added |
| Royal Bank of Canada | 924,227 | $14.0M | 0.00% | +500,606+118.2% | Added |
| Morgan Stanley | 1,031,779 | $15.6M | 0.00% | +46,857+4.8% | Added |
| SOL Capital Management CO | 1,371,484 | $20.7M | 2.01% | −10,051−0.7% | Reduced |
| UBS Group AG | 1,451,152 | $21.9M | 0.00% | +17,013+1.2% | Added |
| Wells Fargo & Company | 1,569,957 | $23.7M | 0.01% | +218,219+16.1% | Added |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −29,875−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,804−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,977−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −16,130−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −13,109−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −4,186−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,721−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |