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, Q2 2026
Institutional positions in PIMCO Access Income Fund as of Jun 30, 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
- 65
- +4 vs. Q1 2026
- Shares held
- 12.4M
- −80.3K (−0.6%) vs. Q1 2026
- Total value
- $180.1M
- +$845.3K (+0.5%) vs. Q1 2026
- New holders
- 9
- 20 more added
- Sold out
- 5
- 23 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding PIMCO Access Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 18 | $260 | 0.00% | +18 | New |
| Fifth Third Bancorp | 283 | $4.12K | 0.00% | +6+2.2% | Added |
| IFP Advisors, Inc | 400 | $5.82K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $7.28K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 533 | $7.75K | 0.01% | −4,126−88.6% | Reduced |
| GHP Investment Advisors, Inc. | 939 | $13.7K | 0.00% | −1,886−66.8% | Reduced |
| Continuum Advisory, LLC | 1,030 | $15.0K | 0.00% | +1,030 | New |
| FNY Investment Advisers, LLC | 1,100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,300 | $18.9K | 0.01% | +1,300 | New |
| Activest Wealth Management | 2,500 | $36.4K | 0.01% | −5,000−66.7% | Reduced |
| Huntington National Bank | – | $56.6K | 0.00% | – | – |
| LifePlan Investment Advisors, Inc. | 10,000 | $145.5K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $145.5K | 0.00% | +10,000 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,310 | $150.0K | 0.00% | −1,900−15.6% | Reduced |
| Focus Financial Network, Inc. | 10,500 | $154.3K | 0.00% | +10,500 | New |
| Resources Investment Advisors, LLC. | 11,145 | $162.2K | 0.00% | +11,145 | New |
| CI Private Wealth, LLC | 11,580 | $168.5K | 0.00% | −8,420−42.1% | Reduced |
| Alexander Labrunerie & Co., Inc. | 12,047 | $175.3K | 0.06% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 12,330 | $179.4K | 0.02% | 00.0% | Unchanged |
| BlackRock, Inc. | 13,132 | $191.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,223 | $207.0K | 0.00% | −5,029−26.1% | Reduced |
| Northeast Planning Associates, Inc. | 15,410 | $224.2K | 0.17% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 15,417 | $224.3K | 0.00% | +14,994+3,544.7% | Added |
| Citadel Advisors LLC | 15,682 | $228.2K | 0.00% | +15,682 | New |
| HRT Financial LP | 16,589 | $241.0K | 0.00% | +16,589 | New |
| Baird Financial Group, Inc. | 16,728 | $243.4K | 0.00% | +16,728 | New |
| Iams Wealth Management, LLC | 17,250 | $251.0K | 0.08% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 17,818 | $259.3K | 0.10% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 19,996 | $290.9K | 0.01% | −74,493−78.8% | Reduced |
| Mathes Company, Inc. | 20,000 | $291.0K | 0.09% | −2,000−9.1% | Reduced |
| First Trust Advisors LP | 20,420 | $297.1K | 0.00% | −314−1.5% | Reduced |
| Stifel Financial Corp | 23,933 | $348.2K | 0.00% | −1,265−5.0% | Reduced |
| Cetera Investment Advisers | 25,356 | $368.9K | 0.00% | +2,679+11.8% | Added |
| XTX Topco Ltd | 26,734 | $389.0K | 0.01% | +12,520+88.1% | Added |
| Truist Financial Corp | 27,858 | $405.3K | 0.00% | −480−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 28,135 | $409.4K | 0.00% | −2,335−7.7% | Reduced |
| Chicago Partners Investment Group LLC | 31,096 | $436.0K | 0.01% | +3,360+12.1% | Added |
| RSM US Wealth Management LLC | 34,866 | $509.2K | 0.01% | −1,480−4.1% | Reduced |
| Courier Capital LLC | 37,201 | $541.3K | 0.03% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 39,750 | $578.4K | 0.11% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 43,552 | $633.7K | 0.00% | +2,344+5.7% | Added |
| Wedbush Securities Inc | 44,119 | $642.0K | 0.02% | +1,979+4.7% | Added |
| Bramshill Investments, LLC | 44,174 | $642.7K | 0.05% | +485+1.1% | Added |
| Independent Financial Group, LLC | 44,732 | $650.9K | 0.01% | −768−1.7% | Reduced |
| Wealth Care LLC | 45,836 | $666.9K | 0.54% | +20,690+82.3% | Added |
| Janney Montgomery Scott LLC | 49,500 | $720.0K | 0.00% | +7,435+17.7% | Added |
| Raymond James Financial Inc | 67,109 | $976.4K | 0.00% | −1,728−2.5% | Reduced |
| HighTower Advisors, LLC | 68,700 | $999.6K | 0.00% | +43,700+174.8% | Added |
| Advisor Group Holdings, Inc. | 90,315 | $1.31M | 0.00% | +40,404+81.0% | Added |
| Noble Wealth Management PBC | 125,967 | $1.83M | 0.84% | +6,899+5.8% | Added |
| Smith, Moore & Co. | 130,988 | $1.91M | 0.12% | +3,419+2.7% | Added |
| Rockefeller Capital Management L.P. | 142,752 | $2.08M | 0.00% | −33,708−19.1% | Reduced |
| LPL Financial LLC | 155,507 | $2.26M | 0.00% | −38,386−19.8% | Reduced |
| Corrado Advisors, LLC | 164,754 | $2.40M | 1.10% | +4,486+2.8% | Added |
| Element Wealth, LLC | 194,871 | $2.84M | 1.07% | −3,160−1.6% | Reduced |
| Envestnet Asset Management Inc | 311,261 | $4.53M | 0.00% | +23,984+8.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 311,965 | $4.54M | 1.39% | −128,030−29.1% | Reduced |
| Bank of America Corp | 638,943 | $9.30M | 0.00% | +217,622+51.7% | Added |
| UBS Group AG | 914,169 | $13.3M | 0.00% | −55,445−5.7% | Reduced |
| Royal Bank of Canada | 1,063,945 | $15.5M | 0.00% | −88,900−7.7% | Reduced |
| Cohen & Steers, Inc. | 1,100,337 | $16.0M | 0.03% | +77,337+7.6% | Added |
| Penserra Capital Management LLC | 1,313,790 | $19.1M | 0.15% | +50,127+4.0% | Added |
| Cerity Partners LLC | 1,378,894 | $20.1M | 0.02% | −154,057−10.0% | Reduced |
| Morgan Stanley | 1,494,857 | $21.8M | 0.00% | −4,718−0.3% | Reduced |
| Wells Fargo & Company | 1,857,213 | $27.0M | 0.00% | +24,853+1.4% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −66,027−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,832−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −11,837−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,207−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |