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, Q4 2025
Institutional positions in PIMCO Access Income Fund as of Dec 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
- 65
- −3 vs. Q3 2025
- Shares held
- 11.3M
- +348.3K (+3.2%) vs. Q3 2025
- Total value
- $173.5M
- −$5.26M (−2.9%) vs. Q3 2025
- New holders
- 10
- 24 more added
- Sold out
- 13
- 17 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,768,979 | $27.1M | 0.01% | +51,523+3.0% | Added |
| SOL Capital Management CO | 1,471,674 | $22.5M | 2.02% | +39,829+2.8% | Added |
| Morgan Stanley | 1,276,072 | $19.5M | 0.00% | +198,461+18.4% | Added |
| UBS Group AG | 1,034,554 | $15.8M | 0.00% | −345,803−25.1% | Reduced |
| Royal Bank of Canada | 1,025,039 | $15.7M | 0.00% | +81,375+8.6% | Added |
| Cohen & Steers, Inc. | 911,766 | $13.9M | 0.03% | +36,392+4.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 747,910 | $11.4M | 3.87% | +266,473+55.3% | Added |
| Envestnet Asset Management Inc | 592,951 | $9.07M | 0.00% | +119,968+25.4% | Added |
| Bank of America Corp | 396,600 | $6.07M | 0.00% | −760−0.2% | Reduced |
| Element Wealth, LLC | 198,309 | $3.03M | 1.26% | −2,810−1.4% | Reduced |
| LPL Financial LLC | 161,882 | $2.48M | 0.00% | +19,453+13.7% | Added |
| Rockefeller Capital Management L.P. | 156,304 | $2.39M | 0.00% | −1,528−1.0% | Reduced |
| Corrado Advisors, LLC | 151,760 | $2.32M | 1.17% | +9,814+6.9% | Added |
| Noble Wealth Management PBC | 125,244 | $1.92M | 0.96% | −116−0.1% | Reduced |
| Smith, Moore & Co. | 123,790 | $1.89M | 0.14% | −2,916−2.3% | Reduced |
| Cerity Partners LLC | 100,002 | $1.53M | 0.00% | +48,864+95.6% | Added |
| Advisor Group Holdings, Inc. | 89,182 | $1.36M | 0.00% | +7,779+9.6% | Added |
| RSM US Wealth Management LLC | 72,158 | $1.11M | 0.01% | +8,691+13.7% | Added |
| Journey Strategic Wealth LLC | 65,650 | $1.00M | 0.03% | +9,000+15.9% | Added |
| Jane Street Group, LLC | 52,356 | $801.0K | 0.00% | +52,356 | New |
| Raymond James Financial Inc | 46,762 | $715.5K | 0.00% | −1,097−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 46,431 | $710.4K | 0.00% | +6,633+16.7% | Added |
| Independent Financial Group, LLC | 45,500 | $696.1K | 0.02% | −4,000−8.1% | Reduced |
| Bramshill Investments, LLC | 43,963 | $672.6K | 0.04% | +288+0.7% | Added |
| Janney Montgomery Scott LLC | 42,273 | $647.0K | 0.00% | +643+1.5% | Added |
| Crumly & Associates Inc. | 39,750 | $608.2K | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 38,894 | $595.0K | 0.02% | −183−0.5% | Reduced |
| Courier Capital LLC | 37,201 | $569.2K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 36,016 | $551.0K | 0.00% | −967−2.6% | Reduced |
| Chicago Partners Investment Group LLC | 29,027 | $462.4K | 0.01% | +154+0.5% | Added |
| Comerica Bank | 28,637 | $438.1K | 0.00% | +779+2.8% | Added |
| Cetera Investment Advisers | 25,849 | $395.5K | 0.00% | +1,678+6.9% | Added |
| Stifel Financial Corp | 25,001 | $382.5K | 0.00% | +9,576+62.1% | Added |
| Mathes Company, Inc. | 22,000 | $337.0K | 0.12% | 00.0% | Unchanged |
| Marex Group plc | 21,787 | $333.3K | 0.00% | +21,787 | New |
| Virtu Financial LLC | 21,530 | $329.0K | 0.01% | +21,530 | New |
| CI Private Wealth, LLC | 21,391 | $327.3K | 0.00% | −10,638−33.2% | Reduced |
| First Trust Advisors LP | 20,734 | $317.2K | 0.00% | +4,997+31.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,314 | $311.0K | 0.00% | −25,679−55.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 17,818 | $272.6K | 0.12% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 17,250 | $263.9K | 0.10% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 16,110 | $246.5K | 0.00% | −17,281−51.8% | Reduced |
| Two Sigma Securities, LLC | 15,955 | $244.1K | 0.03% | +15,955 | New |
| Navis Wealth Advisors, LLC | 15,733 | $240.7K | 0.10% | +15,733 | New |
| Northeast Planning Associates, Inc. | 15,410 | $235.8K | 0.17% | +460+3.1% | Added |
| BlackRock, Inc. | 13,132 | $200.9K | 0.00% | +8,346+174.4% | Added |
| NWF Advisory Services Inc. | 12,330 | $188.7K | 0.02% | −2,345−16.0% | Reduced |
| Alexander Labrunerie & Co., Inc. | 12,047 | $184.3K | 0.07% | −1,237−9.3% | Reduced |
| Hilton Capital Management, LLC | 12,000 | $183.6K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 11,712 | $179.2K | 0.00% | −881−7.0% | Reduced |
| LifePlan Investment Advisors, Inc. | 10,000 | $153.0K | 0.06% | 00.0% | Unchanged |
| South State Corp. | 9,350 | $143.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 7,500 | $114.8K | 0.02% | +7,500 | New |
| Huntington National Bank | – | $76.4K | 0.00% | – | – |
| Anfield Capital Management, LLC | 3,664 | $56.1K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,205 | $33.7K | 0.00% | +2,205 | New |
| Commonwealth Retirement Investments LLC | 1,300 | $19.9K | 0.01% | +1,300 | New |
| FNY Investment Advisers, LLC | 1,100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 914 | $14.0K | 0.00% | +914 | New |
| IFP Advisors, Inc | 616 | $9.43K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 580 | $9.00K | 0.00% | +202+53.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $7.65K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 375 | $5.74K | 0.00% | −875−70.0% | Reduced |
| Harbour Investments, Inc. | 261 | $4.00K | 0.00% | +261 | New |
| Assetmark, Inc | 40 | $612 | 0.00% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −185,551−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −28,696−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −24,044−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −20,550−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −14,659−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −10,619−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Tanglewood Legacy Advisors, LLC | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |