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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 40 | $612 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 261 | $4.00K | 0.00% | +261 | New |
| Steward Partners Investment Advisory, LLC | 375 | $5.74K | 0.00% | −875−70.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $7.65K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 580 | $9.00K | 0.00% | +202+53.4% | Added |
| IFP Advisors, Inc | 616 | $9.43K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 914 | $14.0K | 0.00% | +914 | New |
| FNY Investment Advisers, LLC | 1,100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,300 | $19.9K | 0.01% | +1,300 | New |
| Kestra Advisory Services, LLC | 2,205 | $33.7K | 0.00% | +2,205 | New |
| Anfield Capital Management, LLC | 3,664 | $56.1K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $76.4K | 0.00% | – | – |
| Activest Wealth Management | 7,500 | $114.8K | 0.02% | +7,500 | New |
| South State Corp. | 9,350 | $143.1K | 0.01% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 10,000 | $153.0K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 11,712 | $179.2K | 0.00% | −881−7.0% | Reduced |
| Hilton Capital Management, LLC | 12,000 | $183.6K | 0.01% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 12,047 | $184.3K | 0.07% | −1,237−9.3% | Reduced |
| NWF Advisory Services Inc. | 12,330 | $188.7K | 0.02% | −2,345−16.0% | Reduced |
| BlackRock, Inc. | 13,132 | $200.9K | 0.00% | +8,346+174.4% | Added |
| Northeast Planning Associates, Inc. | 15,410 | $235.8K | 0.17% | +460+3.1% | Added |
| Navis Wealth Advisors, LLC | 15,733 | $240.7K | 0.10% | +15,733 | New |
| Two Sigma Securities, LLC | 15,955 | $244.1K | 0.03% | +15,955 | New |
| Wiley Bros.-Aintree Capital, LLC | 16,110 | $246.5K | 0.00% | −17,281−51.8% | Reduced |
| Iams Wealth Management, LLC | 17,250 | $263.9K | 0.10% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 17,818 | $272.6K | 0.12% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,314 | $311.0K | 0.00% | −25,679−55.8% | Reduced |
| First Trust Advisors LP | 20,734 | $317.2K | 0.00% | +4,997+31.8% | Added |
| CI Private Wealth, LLC | 21,391 | $327.3K | 0.00% | −10,638−33.2% | Reduced |
| Virtu Financial LLC | 21,530 | $329.0K | 0.01% | +21,530 | New |
| Marex Group plc | 21,787 | $333.3K | 0.00% | +21,787 | New |
| Mathes Company, Inc. | 22,000 | $337.0K | 0.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 25,001 | $382.5K | 0.00% | +9,576+62.1% | Added |
| Cetera Investment Advisers | 25,849 | $395.5K | 0.00% | +1,678+6.9% | Added |
| Comerica Bank | 28,637 | $438.1K | 0.00% | +779+2.8% | Added |
| Chicago Partners Investment Group LLC | 29,027 | $462.4K | 0.01% | +154+0.5% | Added |
| Truist Financial Corp | 36,016 | $551.0K | 0.00% | −967−2.6% | Reduced |
| Courier Capital LLC | 37,201 | $569.2K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 38,894 | $595.0K | 0.02% | −183−0.5% | Reduced |
| Crumly & Associates Inc. | 39,750 | $608.2K | 0.13% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,273 | $647.0K | 0.00% | +643+1.5% | Added |
| Bramshill Investments, LLC | 43,963 | $672.6K | 0.04% | +288+0.7% | Added |
| Independent Financial Group, LLC | 45,500 | $696.1K | 0.02% | −4,000−8.1% | Reduced |
| Commonwealth Equity Services, LLC | 46,431 | $710.4K | 0.00% | +6,633+16.7% | Added |
| Raymond James Financial Inc | 46,762 | $715.5K | 0.00% | −1,097−2.3% | Reduced |
| Jane Street Group, LLC | 52,356 | $801.0K | 0.00% | +52,356 | New |
| Journey Strategic Wealth LLC | 65,650 | $1.00M | 0.03% | +9,000+15.9% | Added |
| RSM US Wealth Management LLC | 72,158 | $1.11M | 0.01% | +8,691+13.7% | Added |
| Advisor Group Holdings, Inc. | 89,182 | $1.36M | 0.00% | +7,779+9.6% | Added |
| Cerity Partners LLC | 100,002 | $1.53M | 0.00% | +48,864+95.6% | Added |
| Smith, Moore & Co. | 123,790 | $1.89M | 0.14% | −2,916−2.3% | Reduced |
| Noble Wealth Management PBC | 125,244 | $1.92M | 0.96% | −116−0.1% | Reduced |
| Corrado Advisors, LLC | 151,760 | $2.32M | 1.17% | +9,814+6.9% | Added |
| Rockefeller Capital Management L.P. | 156,304 | $2.39M | 0.00% | −1,528−1.0% | Reduced |
| LPL Financial LLC | 161,882 | $2.48M | 0.00% | +19,453+13.7% | Added |
| Element Wealth, LLC | 198,309 | $3.03M | 1.26% | −2,810−1.4% | Reduced |
| Bank of America Corp | 396,600 | $6.07M | 0.00% | −760−0.2% | Reduced |
| Envestnet Asset Management Inc | 592,951 | $9.07M | 0.00% | +119,968+25.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 747,910 | $11.4M | 3.87% | +266,473+55.3% | Added |
| Cohen & Steers, Inc. | 911,766 | $13.9M | 0.03% | +36,392+4.2% | Added |
| Royal Bank of Canada | 1,025,039 | $15.7M | 0.00% | +81,375+8.6% | Added |
| UBS Group AG | 1,034,554 | $15.8M | 0.00% | −345,803−25.1% | Reduced |
| Morgan Stanley | 1,276,072 | $19.5M | 0.00% | +198,461+18.4% | Added |
| SOL Capital Management CO | 1,471,674 | $22.5M | 2.02% | +39,829+2.8% | Added |
| Wells Fargo & Company | 1,768,979 | $27.1M | 0.01% | +51,523+3.0% | Added |
| 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 |