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, Q1 2026
Institutional positions in PIMCO Access Income Fund as of Mar 31, 2026. 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
- 64
- 0 vs. Q4 2025
- Shares held
- 12.5M
- +1.20M (+10.7%) vs. Q4 2025
- Total value
- $180.0M
- +$6.96M (+4.0%) vs. Q4 2025
- New holders
- 12
- 16 more added
- Sold out
- 12
- 19 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,832,360 | $26.4M | 0.01% | +63,381+3.6% | Added |
| Cerity Partners LLC | 1,532,951 | $22.1M | 0.03% | +1,432,949+1,432.9% | Added |
| Morgan Stanley | 1,499,575 | $21.6M | 0.00% | +223,503+17.5% | Added |
| Penserra Capital Management LLC | 1,263,663 | $18.2M | 0.21% | +1,263,663 | New |
| Royal Bank of Canada | 1,152,845 | $16.6M | 0.00% | +127,806+12.5% | Added |
| Cohen & Steers, Inc. | 1,023,000 | $14.7M | 0.03% | +111,234+12.2% | Added |
| UBS Group AG | 969,614 | $14.0M | 0.00% | −64,940−6.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 439,995 | $6.34M | 2.16% | −307,915−41.2% | Reduced |
| Bank of America Corp | 421,321 | $6.07M | 0.00% | +24,721+6.2% | Added |
| Envestnet Asset Management Inc | 287,277 | $4.14M | 0.00% | −305,674−51.6% | Reduced |
| Element Wealth, LLC | 198,031 | $2.85M | 1.18% | −278−0.1% | Reduced |
| LPL Financial LLC | 193,893 | $2.79M | 0.00% | +32,011+19.8% | Added |
| Rockefeller Capital Management L.P. | 176,460 | $2.54M | 0.00% | +20,156+12.9% | Added |
| Corrado Advisors, LLC | 160,268 | $2.31M | 1.20% | +8,508+5.6% | Added |
| Smith, Moore & Co. | 127,569 | $1.84M | 0.13% | +3,779+3.1% | Added |
| Noble Wealth Management PBC | 119,068 | $1.72M | 0.88% | −6,176−4.9% | Reduced |
| Rivernorth Capital Management, LLC | 94,489 | $1.36M | 0.07% | +94,489 | New |
| Raymond James Financial Inc | 68,837 | $991.9K | 0.00% | +22,075+47.2% | Added |
| Jane Street Group, LLC | 66,027 | $951.4K | 0.00% | +13,671+26.1% | Added |
| Journey Strategic Wealth LLC | 51,700 | $745.0K | 0.02% | −13,950−21.2% | Reduced |
| Advisor Group Holdings, Inc. | 49,911 | $719.2K | 0.00% | −39,271−44.0% | Reduced |
| Independent Financial Group, LLC | 45,500 | $655.7K | 0.01% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 43,689 | $629.6K | 0.05% | −274−0.6% | Reduced |
| Wedbush Securities Inc | 42,140 | $607.0K | 0.02% | +3,246+8.3% | Added |
| Janney Montgomery Scott LLC | 42,065 | $606.0K | 0.00% | −208−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 41,208 | $593.8K | 0.00% | −5,223−11.2% | Reduced |
| Crumly & Associates Inc. | 39,750 | $572.8K | 0.12% | 00.0% | Unchanged |
| Courier Capital LLC | 37,201 | $536.1K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 36,346 | $526.2K | 0.01% | −35,812−49.6% | Reduced |
| Integrated Wealth Concepts LLC | 30,470 | $439.1K | 0.00% | +30,470 | New |
| Truist Financial Corp | 28,338 | $408.4K | 0.00% | −7,678−21.3% | Reduced |
| Chicago Partners Investment Group LLC | 27,736 | $405.8K | 0.01% | −1,291−4.4% | Reduced |
| Stifel Financial Corp | 25,198 | $363.1K | 0.00% | +197+0.8% | Added |
| Wealth Care LLC | 25,146 | $362.4K | 0.32% | +25,146 | New |
| HighTower Advisors, LLC | 25,000 | $360.3K | 0.00% | +25,000 | New |
| Cetera Investment Advisers | 22,677 | $326.8K | 0.00% | −3,172−12.3% | Reduced |
| Mathes Company, Inc. | 22,000 | $317.0K | 0.12% | 00.0% | Unchanged |
| First Trust Advisors LP | 20,734 | $298.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 19,252 | $277.0K | 0.00% | −1,062−5.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 17,818 | $256.8K | 0.12% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 17,250 | $248.6K | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,832 | $228.0K | 0.01% | −5,698−26.5% | Reduced |
| Northeast Planning Associates, Inc. | 15,410 | $222.1K | 0.15% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,214 | $204.8K | 0.00% | +14,214 | New |
| BlackRock, Inc. | 13,132 | $189.2K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 12,330 | $177.7K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 12,210 | $175.9K | 0.00% | −3,900−24.2% | Reduced |
| Alexander Labrunerie & Co., Inc. | 12,047 | $173.6K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 11,837 | $170.6K | 0.00% | +125+1.1% | Added |
| Susquehanna International Group, LLP | 10,207 | $147.1K | 0.00% | +10,207 | New |
| LifePlan Investment Advisors, Inc. | 10,000 | $144.1K | 0.06% | 00.0% | Unchanged |
| Activest Wealth Management | 7,500 | $108.1K | 0.02% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 4,659 | $67.1K | 0.05% | +4,659 | New |
| Huntington National Bank | – | $56.1K | 0.00% | – | – |
| Anfield Capital Management, LLC | 3,664 | $52.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,825 | $40.7K | 0.00% | +2,825 | New |
| The PNC Financial Services Group, Inc. | 1,045 | $15.1K | 0.00% | +1,045 | New |
| FNY Investment Advisers, LLC | 1,100 | $15.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 847 | $12.2K | 0.00% | +267+46.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $7.31K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 423 | $6.09K | 0.00% | +423 | New |
| IFP Advisors, Inc | 400 | $5.76K | 0.00% | −216−35.1% | Reduced |
| Fifth Third Bancorp | 277 | $3.99K | 0.00% | +277 | New |
| CI Private Wealth, LLC | 20,000 | $288 | 0.00% | −1,391−6.5% | Reduced |
| SOL Capital Management CO | 0 | $0 | 0.00% | −1,471,674−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −21,787−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,955−100.0% | Sold out |
| Navis Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,733−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |