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 2025
Institutional positions in PIMCO California Municipal Income Fund as of Mar 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
- 48
- +2 vs. Q4 2024
- Shares held
- 4.24M
- +495.3K (+13.2%) vs. Q4 2024
- Total value
- $37.6M
- +$3.69M (+10.9%) vs. Q4 2024
- New holders
- 7
- 16 more added
- Sold out
- 5
- 13 more reduced
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding PIMCO California Municipal Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 759,403 | $6.72M | 0.36% | +133,172+21.3% | Added |
| Advisors Asset Management, Inc. | 555,038 | $4.91M | 0.09% | +27,763+5.3% | Added |
| Morgan Stanley | 350,167 | $3.10M | 0.00% | +5,802+1.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 327,724 | $2.90M | 0.13% | +44,183+15.6% | Added |
| Guggenheim Capital LLC | 313,814 | $2.78M | 0.03% | −47,813−13.2% | Reduced |
| Williams & Novak, LLC | 207,255 | $1.85M | 1.82% | −5,000−2.4% | Reduced |
| Almitas Capital LLC | 204,489 | $1.81M | 0.60% | +204,489 | New |
| Fiera Capital Corp | 199,609 | $1.77M | 0.01% | −14,925−7.0% | Reduced |
| Logan Stone Capital, LLC | 192,372 | $1.70M | 0.79% | +76,421+65.9% | Added |
| Melfa Wealth Management, LLC | 148,463 | $1.31M | 0.89% | −78−0.1% | Reduced |
| LPL Financial LLC | 91,415 | $809.0K | 0.00% | −8,098−8.1% | Reduced |
| Bank of New York Mellon Corp | 74,968 | $663.5K | 0.00% | +21,277+39.6% | Added |
| Matisse Capital | 73,452 | $650.0K | 0.34% | +1,747+2.4% | Added |
| First Foundation Advisors | 59,311 | $524.9K | 0.02% | −13,638−18.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 47,858 | $424.0K | 0.00% | −3,747−7.3% | Reduced |
| Readystate Asset Management LP | 43,153 | $381.9K | 0.02% | +7,591+21.3% | Added |
| CNH Partners LLC | 40,860 | $361.6K | 0.01% | +40,860 | New |
| Wolverine Asset Management LLC | 36,757 | $325.3K | 0.01% | +31,641+618.5% | Added |
| PFG Investments, LLC | 36,644 | $324.3K | 0.02% | −5,983−14.0% | Reduced |
| Core Wealth Partners LLC | 34,695 | $307.1K | 0.18% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 33,783 | $299.0K | 0.03% | +33,783 | New |
| Wedbush Securities Inc | 32,062 | $284.0K | 0.01% | +3,018+10.4% | Added |
| Advisor Group Holdings, Inc. | 30,116 | $266.5K | 0.00% | +406+1.4% | Added |
| UBS Group AG | 27,622 | $244.5K | 0.00% | +298+1.1% | Added |
| Bank of America Corp | 27,579 | $244.1K | 0.00% | +23,775+625.0% | Added |
| Rockefeller Capital Management L.P. | 27,000 | $238.9K | 0.00% | 00.0% | Unchanged |
| Davidson Trust Co | 26,140 | $231.3K | 0.11% | −11,300−30.2% | Reduced |
| TownSquare Capital, LLC | 24,946 | $220.8K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 24,946 | $220.8K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 24,681 | $218.4K | 0.00% | −3,304−11.8% | Reduced |
| Integrated Wealth Concepts LLC | 22,067 | $195.3K | 0.00% | +28+0.1% | Added |
| Cetera Investment Advisers | 20,897 | $184.9K | 0.00% | −2,700−11.4% | Reduced |
| Saba Capital Management, L.P. | 16,727 | $148.0K | 0.00% | +100+0.6% | Added |
| Bank of Montreal | 15,659 | $138.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,824 | $131.2K | 0.00% | −1,916−11.4% | Reduced |
| Atria Wealth Solutions, Inc. | 14,110 | $125.4K | 0.00% | +760+5.7% | Added |
| Ackerman Capital Advisors, LLC | 13,750 | $121.7K | 0.03% | +13,750 | New |
| Susquehanna International Group, LLP | 11,954 | $105.8K | 0.00% | +11,954 | New |
| Royal Bank of Canada | 11,872 | $105.0K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 10,787 | $95.5K | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 5,100 | $45.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,630 | $14.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,505 | $13.0K | 0.00% | −1,904−55.9% | Reduced |
| Farther Finance Advisors, LLC | 1,114 | $9.97K | 0.00% | +1,114 | New |
| Blue Bell Private Wealth Management, LLC | 910 | $8.05K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 54 | $478 | 0.00% | +54 | New |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −14,055−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −13,301−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,235−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −668−100.0% | Sold out |