PIMCO California Municipal Income Fund
PCQ- Exchange
- NYSE
- SEC CIK
- 0001140411
No open-market purchases or sales by PIMCO California Municipal Income Fund insiders were filed in the last 90 days; 82 institutions reported holding it in 13F filings for Q2 2026, worth $168.8M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in PIMCO California Municipal Income Fund as of Mar 31, 2023. 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
- 36
- +4 vs. Q4 2022
- Shares held
- 2.89M
- +1.18M (+68.6%) vs. Q4 2022
- Total value
- $30.0M
- +$4.16M (+16.1%) vs. Q4 2022
- New holders
- 11
- 7 more added
- Sold out
- 7
- 11 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PCQ 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 | 82 | $168.8M |
| Q1 2026 | 88 | $159.6M |
| Q4 2025 | 93 | $152.7M |
| Q3 2025 | 88 | $138.4M |
| Q2 2025 | 50 | $39.4M |
| Q1 2025 | 48 | $37.6M |
| Q4 2024 | 46 | $33.9M |
| Q3 2024 | 50 | $35.2M |
| Q2 2024 | 47 | $33.8M |
| Q1 2024 | 47 | $33.8M |
| Q4 2023 | 53 | $35.9M |
| Q3 2023 | 43 | $27.4M |
| Q2 2023 | 35 | $29.3M |
| Q1 2023 | 36 | $30.0M |
| Q4 2022 | 33 | $26.2M |
| Q3 2022 | 28 | $21.1M |
| Q2 2022 | 24 | $18.8M |
| Q1 2022 | 26 | $20.1M |
| Q4 2021 | 27 | $21.3M |
| Q3 2021 | 25 | $19.9M |
| Q2 2021 | 25 | $20.0M |
| Q1 2021 | 26 | $18.3M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding PIMCO California Municipal Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 490,041 | $4.94M | 0.00% | −62,610−11.3% | Reduced |
| Rivernorth Capital Management, LLC | 477,162 | $4.81M | 0.23% | +477,162 | New |
| Guggenheim Capital LLC | 342,796 | $3.46M | 0.03% | +81,562+31.2% | Added |
| Ackerman Capital Advisors, LLC | 298,885 | $3.01M | 0.78% | +298,885 | New |
| Regatta Capital Group, LLC | 179,803 | $2.71M | 0.96% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 180,508 | $1.80M | 0.84% | +180,508 | New |
| LPL Financial LLC | 137,666 | $1.39M | 0.00% | +40,445+41.6% | Added |
| StoneX Group Inc. | 130,629 | $1.32M | 0.14% | +130,629 | New |
| Advisor Group Holdings, Inc. | 94,667 | $954.3K | 0.00% | −5,861−5.8% | Reduced |
| Wolverine Asset Management LLC | 63,600 | $641.1K | 0.01% | +63,600 | New |
| Cambridge Investment Research Advisors, Inc. | 54,201 | $546.0K | 0.00% | +378+0.7% | Added |
| Royal Bank of Canada | 46,872 | $472.0K | 0.00% | −2,000−4.1% | Reduced |
| Cetera Investment Advisers | 43,828 | $441.8K | 0.00% | −1,930−4.2% | Reduced |
| Davidson Trust Co | 37,440 | $377.4K | 0.29% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 34,695 | $349.7K | 0.35% | +34,695 | New |
| UBS Group AG | 27,459 | $276.8K | 0.00% | +272+1.0% | Added |
| Commonwealth Equity Services, LLC | 27,226 | $274.0K | 0.00% | −157−0.6% | Reduced |
| Cerity Partners LLC | 25,000 | $252.0K | 0.00% | +25,000 | New |
| TownSquare Capital, LLC | 24,946 | $251.5K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 24,946 | $251.5K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 19,891 | $200.5K | 0.00% | +19,891 | New |
| Fort Point Capital Partners LLC | 19,570 | $197.3K | 0.03% | −4,575−18.9% | Reduced |
| Atria Wealth Solutions, Inc. | 16,050 | $162.4K | 0.00% | −34,695−68.4% | Reduced |
| Melfa Wealth Management, LLC | 14,898 | $150.2K | 0.15% | +14,898 | New |
| HighTower Advisors, LLC | 14,940 | $150.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,641 | $147.6K | 0.00% | −693−4.5% | Reduced |
| D.A. Davidson & Co. | 14,328 | $143.9K | 0.00% | −923−6.1% | Reduced |
| Susquehanna International Group, LLP | 12,619 | $127.2K | 0.00% | +2,147+20.5% | Added |
| Mechanics Bank Trust Department | 10,100 | $101.8K | 0.02% | −26,350−72.3% | Reduced |
| Advisory Services Network, LLC | 2,632 | $26.5K | 0.00% | +1,141+76.5% | Added |
| Bank of America Corp | 2,403 | $24.2K | 0.00% | −3,665−60.4% | Reduced |
| CWM, LLC | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,820 | $18.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,074 | $10.8K | 0.00% | +11+1.0% | Added |
| Ameritas Advisory Services, LLC | 669 | $6.63K | 0.00% | +669 | New |
| FNY Investment Advisers, LLC | 274 | $2.00K | 0.00% | +274 | New |
| Lincoln National Corp | 0 | $0 | 0.00% | −20,093−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −14,434−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −9,679−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| Gamble Jones Investment Counsel | – | – | – | – | Not filed |