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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 20,000 | $288 | 0.00% | −1,391−6.5% | Reduced |
| Fifth Third Bancorp | 277 | $3.99K | 0.00% | +277 | New |
| IFP Advisors, Inc | 400 | $5.76K | 0.00% | −216−35.1% | Reduced |
| Advisors Asset Management, Inc. | 423 | $6.09K | 0.00% | +423 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $7.31K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 847 | $12.2K | 0.00% | +267+46.0% | Added |
| FNY Investment Advisers, LLC | 1,100 | $15.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,045 | $15.1K | 0.00% | +1,045 | New |
| GHP Investment Advisors, Inc. | 2,825 | $40.7K | 0.00% | +2,825 | New |
| Anfield Capital Management, LLC | 3,664 | $52.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $56.1K | 0.00% | – | – |
| Osbon Capital Management LLC | 4,659 | $67.1K | 0.05% | +4,659 | New |
| Activest Wealth Management | 7,500 | $108.1K | 0.02% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 10,000 | $144.1K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,207 | $147.1K | 0.00% | +10,207 | New |
| Change Path, LLC | 11,837 | $170.6K | 0.00% | +125+1.1% | Added |
| Alexander Labrunerie & Co., Inc. | 12,047 | $173.6K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 12,210 | $175.9K | 0.00% | −3,900−24.2% | Reduced |
| NWF Advisory Services Inc. | 12,330 | $177.7K | 0.02% | 00.0% | Unchanged |
| BlackRock, Inc. | 13,132 | $189.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,214 | $204.8K | 0.00% | +14,214 | New |
| Northeast Planning Associates, Inc. | 15,410 | $222.1K | 0.15% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,832 | $228.0K | 0.01% | −5,698−26.5% | Reduced |
| Iams Wealth Management, LLC | 17,250 | $248.6K | 0.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 17,818 | $256.8K | 0.12% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 19,252 | $277.0K | 0.00% | −1,062−5.2% | Reduced |
| First Trust Advisors LP | 20,734 | $298.8K | 0.00% | 00.0% | Unchanged |
| Mathes Company, Inc. | 22,000 | $317.0K | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,677 | $326.8K | 0.00% | −3,172−12.3% | Reduced |
| HighTower Advisors, LLC | 25,000 | $360.3K | 0.00% | +25,000 | New |
| Wealth Care LLC | 25,146 | $362.4K | 0.32% | +25,146 | New |
| Stifel Financial Corp | 25,198 | $363.1K | 0.00% | +197+0.8% | Added |
| Chicago Partners Investment Group LLC | 27,736 | $405.8K | 0.01% | −1,291−4.4% | Reduced |
| Truist Financial Corp | 28,338 | $408.4K | 0.00% | −7,678−21.3% | Reduced |
| Integrated Wealth Concepts LLC | 30,470 | $439.1K | 0.00% | +30,470 | New |
| RSM US Wealth Management LLC | 36,346 | $526.2K | 0.01% | −35,812−49.6% | Reduced |
| Courier Capital LLC | 37,201 | $536.1K | 0.03% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 39,750 | $572.8K | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 41,208 | $593.8K | 0.00% | −5,223−11.2% | Reduced |
| Janney Montgomery Scott LLC | 42,065 | $606.0K | 0.00% | −208−0.5% | Reduced |
| Wedbush Securities Inc | 42,140 | $607.0K | 0.02% | +3,246+8.3% | Added |
| Bramshill Investments, LLC | 43,689 | $629.6K | 0.05% | −274−0.6% | Reduced |
| Independent Financial Group, LLC | 45,500 | $655.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 49,911 | $719.2K | 0.00% | −39,271−44.0% | Reduced |
| Journey Strategic Wealth LLC | 51,700 | $745.0K | 0.02% | −13,950−21.2% | Reduced |
| Jane Street Group, LLC | 66,027 | $951.4K | 0.00% | +13,671+26.1% | Added |
| Raymond James Financial Inc | 68,837 | $991.9K | 0.00% | +22,075+47.2% | Added |
| Rivernorth Capital Management, LLC | 94,489 | $1.36M | 0.07% | +94,489 | New |
| Noble Wealth Management PBC | 119,068 | $1.72M | 0.88% | −6,176−4.9% | Reduced |
| Smith, Moore & Co. | 127,569 | $1.84M | 0.13% | +3,779+3.1% | Added |
| Corrado Advisors, LLC | 160,268 | $2.31M | 1.20% | +8,508+5.6% | Added |
| Rockefeller Capital Management L.P. | 176,460 | $2.54M | 0.00% | +20,156+12.9% | Added |
| LPL Financial LLC | 193,893 | $2.79M | 0.00% | +32,011+19.8% | Added |
| Element Wealth, LLC | 198,031 | $2.85M | 1.18% | −278−0.1% | Reduced |
| Envestnet Asset Management Inc | 287,277 | $4.14M | 0.00% | −305,674−51.6% | Reduced |
| Bank of America Corp | 421,321 | $6.07M | 0.00% | +24,721+6.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 439,995 | $6.34M | 2.16% | −307,915−41.2% | Reduced |
| UBS Group AG | 969,614 | $14.0M | 0.00% | −64,940−6.3% | Reduced |
| Cohen & Steers, Inc. | 1,023,000 | $14.7M | 0.03% | +111,234+12.2% | Added |
| Royal Bank of Canada | 1,152,845 | $16.6M | 0.00% | +127,806+12.5% | Added |
| Penserra Capital Management LLC | 1,263,663 | $18.2M | 0.21% | +1,263,663 | New |
| Morgan Stanley | 1,499,575 | $21.6M | 0.00% | +223,503+17.5% | Added |
| Cerity Partners LLC | 1,532,951 | $22.1M | 0.03% | +1,432,949+1,432.9% | Added |
| Wells Fargo & Company | 1,832,360 | $26.4M | 0.01% | +63,381+3.6% | Added |
| 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 |