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, Q4 2025
Institutional positions in PIMCO California Municipal Income Fund as of Dec 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
- 93
- +5 vs. Q3 2025
- Shares held
- 17.5M
- +1.62M (+10.2%) vs. Q3 2025
- Total value
- $152.7M
- +$14.3M (+10.4%) vs. Q3 2025
- New holders
- 16
- 36 more added
- Sold out
- 11
- 18 more reduced
Compare with Q3 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding PIMCO California Municipal Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co | 1 | $5 | 0.00% | −531−99.8% | Reduced |
| Comerica Bank | 62 | $541 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 252 | $2.20K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 701 | $6.12K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 722 | $6.30K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,630 | $14.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,415 | $21.1K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,061 | $26.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,120 | $27.2K | 0.00% | +3,120 | New |
| Elyxium Wealth, LLC | 4,947 | $43.2K | 0.01% | +4,947 | New |
| Farther Finance Advisors, LLC | 6,464 | $56.4K | 0.00% | +3,350+107.6% | Added |
| HighTower Advisors, LLC | 10,557 | $92.2K | 0.00% | +9+0.1% | Added |
| Pure Financial Advisors, Inc. | 12,379 | $108.1K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 12,500 | $109.1K | 0.01% | +12,500 | New |
| J.W. Cole Advisors, Inc. | 12,524 | $109.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,379 | $116.8K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,467 | $126.3K | 0.00% | +103+0.7% | Added |
| Journey Strategic Wealth LLC | 17,000 | $148.4K | 0.00% | +17,000 | New |
| Morse Asset Management, Inc | 17,235 | $150.5K | 0.03% | +7,635+79.5% | Added |
| Choate Investment Advisors | 18,404 | $160.7K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 18,976 | $165.7K | 0.08% | −548−2.8% | Reduced |
| MAI Capital Management | 20,100 | $175.5K | 0.00% | +8,000+66.1% | Added |
| Whipplewood Advisors, LLC | 20,432 | $178.4K | 0.11% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,623 | $180.0K | 0.00% | +20,623 | New |
| Sowell Financial Services LLC | 20,900 | $182.5K | 0.01% | −8,786−29.6% | Reduced |
| Norden Group LLC | 24,946 | $217.8K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,566 | $223.2K | 0.00% | −6,451−20.1% | Reduced |
| Bank of Montreal | 25,589 | $223.4K | 0.00% | −7,310−22.2% | Reduced |
| Davidson Trust Co | 26,140 | $228.2K | 0.10% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 27,148 | $238.0K | 0.01% | +27,148 | New |
| Ieq Capital, LLC | 28,578 | $249.5K | 0.00% | +345+1.2% | Added |
| Blue Bell Private Wealth Management, LLC | 28,713 | $250.7K | 0.04% | +1,831+6.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,244 | $257.6K | 0.00% | 00.0% | Unchanged |
| Financially in Tune, LLC | 29,980 | $261.7K | 0.24% | +29,980 | New |
| XTX Topco Ltd | 30,102 | $262.8K | 0.01% | +15,272+103.0% | Added |
| Vivaldi Capital Management, LLC | 30,866 | $269.5K | 0.04% | +17+0.1% | Added |
| Summit Financial, LLC | 31,269 | $274.1K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 32,684 | $285.3K | 0.17% | +2,859+9.6% | Added |
| HRT Financial LP | 32,913 | $287.0K | 0.00% | +15,151+85.3% | Added |
| Cetera Investment Advisers | 33,268 | $290.4K | 0.00% | −40,798−55.1% | Reduced |
| Advisor Group Holdings, Inc. | 34,168 | $298.3K | 0.00% | −5,013−12.8% | Reduced |
| Ducere Wealth Management LLC | 35,288 | $308.1K | 0.12% | +35,288 | New |
| TCG Advisory Services, LLC | 35,395 | $309.0K | 0.01% | +35,395 | New |
| Dakota Wealth Management | 35,685 | $311.5K | 0.01% | +5,600+18.6% | Added |
| Intellectus Partners, LLC | 36,072 | $316.2K | 0.06% | 00.0% | Unchanged |
| Readystate Asset Management LP | 36,457 | $318.3K | 0.01% | +36,457 | New |
| Susquehanna International Group, LLP | 36,924 | $322.3K | 0.00% | +36,924 | New |
| Landscape Capital Management, L.L.C. | 37,587 | $328.1K | 0.02% | +15,783+72.4% | Added |
| PFG Investments, LLC | 38,106 | $332.7K | 0.02% | +8,366+28.1% | Added |
| Royal Bank of Canada | 38,821 | $339.0K | 0.00% | +1,545+4.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,439 | $397.0K | 0.00% | −12,946−22.2% | Reduced |
| Evoke Wealth, LLC | 46,084 | $404.0K | 0.01% | +2,829+6.5% | Added |
| Rareview Capital LLC | 55,616 | $477.7K | 0.31% | 00.0% | Unchanged |
| Raymond James Financial Inc | 56,546 | $493.6K | 0.00% | −2,803−4.7% | Reduced |
| Ackerman Capital Advisors, LLC | 60,251 | $526.0K | 0.11% | +16,134+36.6% | Added |
| Wedbush Securities Inc | 61,370 | $536.0K | 0.02% | +981+1.6% | Added |
| Baird Financial Group, Inc. | 67,250 | $587.1K | 0.00% | −17,071−20.2% | Reduced |
| Capstone Investment Advisors, LLC | 71,579 | $624.9K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 74,788 | $652.9K | 0.00% | −108,567−59.2% | Reduced |
| Wolverine Asset Management LLC | 88,740 | $774.7K | 0.01% | +46,771+111.4% | Added |
| Closed-End Fund Advisors, Inc. | 96,355 | $841.2K | 0.50% | +96,355 | New |
| Jane Street Group, LLC | 96,764 | $844.8K | 0.00% | +96,764 | New |
| Bank of America Corp | 107,623 | $939.5K | 0.00% | +7,775+7.8% | Added |
| Rockefeller Capital Management L.P. | 136,497 | $1.19M | 0.00% | +10,366+8.2% | Added |
| Wells Fargo & Company | 140,914 | $1.23M | 0.00% | −1,203−0.8% | Reduced |
| Riverbridge Partners LLC | 146,117 | $1.28M | 0.02% | +45,269+44.9% | Added |
| Core Wealth Partners LLC | 163,709 | $1.43M | 0.64% | +260.0% | Added |
| Whitebox Advisors LLC | 195,476 | $1.71M | 0.03% | +50,000+34.4% | Added |
| Professional Financial Management, Inc. | 199,452 | $1.74M | 1.97% | +199,452 | New |
| Melfa Wealth Management, LLC | 200,176 | $1.75M | 1.01% | +22,500+12.7% | Added |
| City of London Investment Management Co Ltd | 201,590 | $1.76M | 0.13% | 00.0% | Unchanged |
| First Foundation Advisors | 209,176 | $1.83M | 0.07% | +176,380+537.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 221,201 | $1.93M | 0.65% | +2,458+1.1% | Added |
| Bank of New York Mellon Corp | 246,041 | $2.15M | 0.00% | −730.0% | Reduced |
| Altium Capital Management LP | 259,092 | $2.26M | 8.94% | +259,092 | New |
| LPL Financial LLC | 283,236 | $2.47M | 0.00% | +39,425+16.2% | Added |
| Fiera Capital Corp | 337,290 | $2.94M | 0.01% | −43,649−11.5% | Reduced |
| Robinson Capital Management, LLC | 383,833 | $3.35M | 1.41% | +383,833 | New |
| Sit Investment Associates Inc | 391,540 | $3.42M | 0.07% | +87,303+28.7% | Added |
| Williams & Novak, LLC | 418,355 | $3.65M | 2.75% | −38,763−8.5% | Reduced |
| Verition Fund Management LLC | 460,872 | $4.02M | 0.02% | +304,678+195.1% | Added |
| Morgan Stanley | 476,390 | $4.16M | 0.00% | −57,049−10.7% | Reduced |
| Almitas Capital LLC | 640,607 | $5.59M | 1.23% | +487,609+318.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 790,738 | $6.90M | 0.24% | −269,360−25.4% | Reduced |
| Logan Stone Capital, LLC | 811,685 | $7.09M | 1.75% | +312,477+62.6% | Added |
| Matisse Capital | 920,318 | $8.03M | 3.59% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 924,224 | $8.07M | 0.14% | −235,827−20.3% | Reduced |
| Saba Capital Management, L.P. | 1,136,571 | $9.92M | 0.33% | +57,544+5.3% | Added |
| Guggenheim Capital LLC | 1,212,418 | $10.6M | 0.08% | +213,149+21.3% | Added |
| Karpus Management, Inc. | 1,554,343 | $13.6M | 0.42% | +183,141+13.4% | Added |
| Rivernorth Capital Management, LLC | 2,447,062 | $21.4M | 1.01% | +68,766+2.9% | Added |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −807,237−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −100,010−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −75,364−100.0% | Sold out |
| Abound Financial, LLC | 0 | $0 | 0.00% | −13,036−100.0% | Sold out |
| Permanent Capital Management, LP | 0 | $0 | 0.00% | −10,998−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −10,787−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −10,305−100.0% | Sold out |