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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, Q2 2025

Institutional positions in PIMCO California Municipal Income Fund as of Jun 30, 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
50
+2 vs. Q1 2025
Shares held
4.59M
+351.0K (+8.3%) vs. Q1 2025
Total value
$39.4M
+$1.89M (+5.0%) vs. Q1 2025
New holders
9
16 more added
Sold out
7
14 more reduced

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 50 institutions
Q1 2021: 26 institutionsQ2 2021: 25 institutionsQ3 2021: 25 institutionsQ4 2021: 27 institutionsQ1 2022: 26 institutionsQ2 2022: 24 institutionsQ3 2022: 28 institutionsQ4 2022: 33 institutionsQ1 2023: 36 institutionsQ2 2023: 35 institutionsQ3 2023: 43 institutionsQ4 2023: 53 institutionsQ1 2024: 47 institutionsQ2 2024: 47 institutionsQ3 2024: 50 institutionsQ4 2024: 46 institutionsQ1 2025: 48 institutionsQ2 2025: 50 institutionsQ3 2025: 88 institutionsQ4 2025: 93 institutionsQ1 2026: 88 institutionsQ2 2026: 82 institutions
Value heldQ2 2025: $39.4M
Q1 2021: $18.3MQ2 2021: $20.0MQ3 2021: $19.9MQ4 2021: $21.3MQ1 2022: $20.1MQ2 2022: $18.8MQ3 2022: $21.1MQ4 2022: $26.2MQ1 2023: $30.0MQ2 2023: $29.3MQ3 2023: $27.4MQ4 2023: $35.9MQ1 2024: $33.8MQ2 2024: $33.8MQ3 2024: $35.2MQ4 2024: $33.9MQ1 2025: $37.6MQ2 2025: $39.4MQ3 2025: $138.4MQ4 2025: $152.7MQ1 2026: $159.6MQ2 2026: $168.8M
Institutions holding PCQ and their total value by quarter
QuarterHoldersValue
Q2 202682$168.8M
Q1 202688$159.6M
Q4 202593$152.7M
Q3 202588$138.4M
Q2 202550$39.4M
Q1 202548$37.6M
Q4 202446$33.9M
Q3 202450$35.2M
Q2 202447$33.8M
Q1 202447$33.8M
Q4 202353$35.9M
Q3 202343$27.4M
Q2 202335$29.3M
Q1 202336$30.0M
Q4 202233$26.2M
Q3 202228$21.1M
Q2 202224$18.8M
Q1 202226$20.1M
Q4 202127$21.3M
Q3 202125$19.9M
Q2 202125$20.0M
Q1 202126$18.3M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding PIMCO California Municipal Income Fund; share changes are against Q1 2025.

Institutions holding PCQ in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank54$4640.00%00.0%Unchanged
FNY Investment Advisers, LLC200$1.00K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,114$9.57K0.00%00.0%Unchanged
Hollencrest Capital Management1,630$14.0K0.00%00.0%Unchanged
CWM, LLC2,000$17.0K0.00%00.0%Unchanged
MAI Capital Management5,100$43.8K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC5,251$45.1K0.01%+4,341+477.0%Added
Bank of America Corp9,854$84.6K0.00%−17,725−64.3%Reduced
Baird Financial Group, Inc.10,100$86.8K0.00%+10,100New
Northwest Financial Advisors10,787$92.7K0.13%00.0%Unchanged
Royal Bank of Canada11,880$102.0K0.00%+8+0.1%Added
Creative Planning12,060$103.6K0.00%+12,060New
Landscape Capital Management, L.L.C.12,118$104.1K0.01%−21,665−64.1%Reduced
Wealth Enhancement Advisory Services, LLC12,000$104.3K0.00%+12,000New
Ackerman Capital Advisors, LLC12,219$105.0K0.02%−1,531−11.1%Reduced
Catalina Capital Group, LLC12,642$108.6K0.07%+12,642New
Jane Street Group, LLC13,090$112.4K0.00%+13,090New
UBS Group AG15,386$132.2K0.00%−12,236−44.3%Reduced
Citadel Advisors LLC16,197$139.1K0.00%−8,484−34.4%Reduced
Bank of Montreal16,288$139.9K0.00%+629+4.0%Added
Wells Fargo & Company16,825$144.5K0.00%+2,001+13.5%Added
Morse Asset Management, Inc17,047$146.4K0.03%+17,047New
Cetera Investment Advisers18,997$163.2K0.00%−1,900−9.1%Reduced
Integrated Wealth Concepts LLC22,097$189.8K0.00%+30+0.1%Added
Norden Group LLC24,946$214.3K0.02%00.0%Unchanged
CNH Partners LLC25,397$217.1K0.01%−15,463−37.8%Reduced
Davidson Trust Co26,140$224.5K0.10%00.0%Unchanged
PFG Investments, LLC29,999$257.7K0.02%−6,645−18.1%Reduced
Rockefeller Capital Management L.P.30,000$257.7K0.00%+3,000+11.1%Added
Core Wealth Partners LLC34,695$298.0K0.15%00.0%Unchanged
Wedbush Securities Inc35,784$307.0K0.01%+3,722+11.6%Added
Level Wealth Management LLC38,713$332.5K0.19%+38,713New
Advisor Group Holdings, Inc.39,116$336.0K0.00%+9,000+29.9%Added
Cambridge Investment Research Advisors, Inc.44,662$384.0K0.00%−3,196−6.7%Reduced
Toronto Dominion Bank46,415$398.7K0.00%+46,415New
First Foundation Advisors49,226$422.9K0.02%−10,085−17.0%Reduced
Bank of New York Mellon Corp90,844$780.3K0.00%+15,876+21.2%Added
LPL Financial LLC104,259$895.6K0.00%+12,844+14.1%Added
Logan Stone Capital, LLC142,319$1.22M0.58%−50,053−26.0%Reduced
Melfa Wealth Management, LLC148,463$1.28M0.81%00.0%Unchanged
Matisse Capital151,306$1.30M0.61%+77,854+106.0%Added
Robinson Capital Management, LLC188,997$1.62M0.68%+188,997New
Fiera Capital Corp198,490$1.71M0.01%−1,119−0.6%Reduced
Almitas Capital LLC215,362$1.85M0.47%+10,873+5.3%Added
Williams & Novak, LLC288,755$2.48M2.11%+81,500+39.3%Added
Morgan Stanley345,032$2.96M0.00%−5,135−1.5%Reduced
Hennion & Walsh Asset Management, Inc.373,317$3.21M0.13%+45,593+13.9%Added
Guggenheim Capital LLC423,970$3.64M0.03%+110,156+35.1%Added
Advisors Asset Management, Inc.426,620$3.66M0.07%−128,418−23.1%Reduced
Rivernorth Capital Management, LLC814,703$7.00M0.39%+55,300+7.3%Added
Readystate Asset Management LP0$00.00%−43,153−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−36,757−100.0%Sold out
TownSquare Capital, LLC0$00.00%−24,946−100.0%Sold out
Saba Capital Management, L.P.0$00.00%−16,727−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−14,110−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,954−100.0%Sold out
Capital Analysts, LLC0$00.00%−1,505−100.0%Sold out