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, Q3 2025
Institutional positions in PIMCO Access Income Fund as of Sep 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
- 69
- +7 vs. Q2 2025
- Shares held
- 11.0M
- +320.9K (+3.0%) vs. Q2 2025
- Total value
- $178.8M
- +$17.6M (+10.9%) vs. Q2 2025
- New holders
- 13
- 22 more added
- Sold out
- 6
- 14 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,717,456 | $27.9M | 0.01% | +147,499+9.4% | Added |
| SOL Capital Management CO | 1,431,845 | $23.3M | 2.09% | +60,361+4.4% | Added |
| UBS Group AG | 1,380,357 | $22.5M | 0.00% | −70,795−4.9% | Reduced |
| Morgan Stanley | 1,077,611 | $17.5M | 0.00% | +45,832+4.4% | Added |
| Royal Bank of Canada | 943,664 | $15.4M | 0.00% | +19,437+2.1% | Added |
| Cohen & Steers, Inc. | 875,374 | $14.2M | 0.03% | +15,887+1.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 481,437 | $7.83M | 2.69% | +46,128+10.6% | Added |
| Envestnet Asset Management Inc | 472,983 | $7.70M | 0.00% | +51,751+12.3% | Added |
| Bank of America Corp | 397,360 | $6.47M | 0.00% | +22,468+6.0% | Added |
| Element Wealth, LLC | 201,119 | $3.27M | 1.43% | −928−0.5% | Reduced |
| Consolidated Portfolio Review Corp | 185,551 | $3.02M | 0.38% | +33,521+22.0% | Added |
| Rockefeller Capital Management L.P. | 157,832 | $2.57M | 0.01% | +380.0% | Added |
| LPL Financial LLC | 142,429 | $2.32M | 0.00% | +19,835+16.2% | Added |
| Corrado Advisors, LLC | 141,946 | $2.31M | 1.24% | +7,002+5.2% | Added |
| Smith, Moore & Co. | 126,706 | $2.06M | 0.16% | +8,510+7.2% | Added |
| Noble Wealth Management PBC | 125,360 | $2.04M | 1.09% | +125,360 | New |
| Advisor Group Holdings, Inc. | 81,403 | $1.31M | 0.00% | −1,857−2.2% | Reduced |
| RSM US Wealth Management LLC | 63,467 | $1.04M | 0.01% | +6,389+11.2% | Added |
| Journey Strategic Wealth LLC | 56,650 | $921.7K | 0.03% | +2,000+3.7% | Added |
| Cerity Partners LLC | 51,138 | $832.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 49,500 | $805.4K | 0.02% | −600−1.2% | Reduced |
| Raymond James Financial Inc | 47,859 | $778.7K | 0.00% | −5,172−9.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 45,993 | $748.0K | 0.00% | −8,987−16.3% | Reduced |
| Bramshill Investments, LLC | 43,675 | $710.6K | 0.05% | −1,034−2.3% | Reduced |
| Janney Montgomery Scott LLC | 41,630 | $677.0K | 0.00% | +41,630 | New |
| Commonwealth Equity Services, LLC | 39,798 | $648.0K | 0.00% | +1,317+3.4% | Added |
| Crumly & Associates Inc. | 39,750 | $646.7K | 0.14% | 00.0% | Unchanged |
| Wedbush Securities Inc | 39,077 | $636.0K | 0.02% | +68+0.2% | Added |
| Courier Capital LLC | 37,201 | $605.3K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 36,983 | $601.7K | 0.00% | −1,479−3.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 33,391 | $543.3K | 0.00% | +33,391 | New |
| CI Private Wealth, LLC | 32,029 | $521.1K | 0.00% | +160+0.5% | Added |
| Integrated Wealth Concepts LLC | 28,696 | $466.9K | 0.00% | −2,452−7.9% | Reduced |
| Chicago Partners Investment Group LLC | 28,873 | $458.2K | 0.01% | +338+1.2% | Added |
| Comerica Bank | 27,858 | $453.3K | 0.00% | +784+2.9% | Added |
| Cetera Investment Advisers | 24,171 | $393.3K | 0.00% | +2,757+12.9% | Added |
| Mariner, LLC | 24,044 | $391.2K | 0.00% | +24,044 | New |
| Mathes Company, Inc. | 22,000 | $358.0K | 0.13% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 20,550 | $334.3K | 0.01% | +20,550 | New |
| Fortitude Advisory Group L.L.C. | 17,818 | $289.9K | 0.16% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 17,250 | $280.7K | 0.11% | +17,250 | New |
| First Trust Advisors LP | 15,737 | $256.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,425 | $251.0K | 0.00% | −44,945−74.4% | Reduced |
| Northeast Planning Associates, Inc. | 14,950 | $243.2K | 0.21% | +14,950 | New |
| NWF Advisory Services Inc. | 14,675 | $238.8K | 0.03% | −73−0.5% | Reduced |
| Private Advisor Group, LLC | 14,659 | $238.5K | 0.00% | −28,808−66.3% | Reduced |
| Alexander Labrunerie & Co., Inc. | 13,284 | $216.1K | 0.08% | +2,784+26.5% | Added |
| Change Path, LLC | 12,593 | $204.9K | 0.01% | −182−1.4% | Reduced |
| Hilton Capital Management, LLC | 12,000 | $195.2K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,800 | $175.7K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,619 | $172.8K | 0.01% | +10,619 | New |
| LifePlan Investment Advisors, Inc. | 10,000 | $162.7K | 0.07% | +10,000 | New |
| South State Corp. | 9,350 | $152.1K | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 4,786 | $77.9K | 0.00% | −16,776−77.8% | Reduced |
| Huntington National Bank | – | $63.3K | 0.00% | – | – |
| Advisory Services Network, LLC | 3,750 | $61.0K | 0.00% | +3,750 | New |
| Anfield Capital Management, LLC | 3,664 | $59.6K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2,747 | $44.7K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,250 | $20.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 650 | $10.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 616 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $8.13K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 422 | $6.88K | 0.00% | +422 | New |
| CWM, LLC | 378 | $6.00K | 0.00% | +378 | New |
| Pin Oak Investment Advisors Inc | 50 | $821 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 40 | $651 | 0.00% | +40 | New |
| Creekmur Asset Management LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −257,424−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,747−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −10,705−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −292−100.0% | Sold out |