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