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 2026
Institutional positions in PIMCO California Municipal Income Fund as of Mar 31, 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
- 88
- −4 vs. Q4 2025
- Shares held
- 18.6M
- +1.09M (+6.2%) vs. Q4 2025
- Total value
- $159.6M
- +$6.87M (+4.5%) vs. Q4 2025
- New holders
- 10
- 34 more added
- Sold out
- 14
- 23 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding PIMCO California Municipal Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 2,512,000 | $21.6M | 1.09% | +64,938+2.7% | Added |
| Karpus Management, Inc. | 1,778,933 | $15.3M | 0.48% | +224,590+14.4% | Added |
| Guggenheim Capital LLC | 1,442,771 | $12.4M | 0.10% | +230,353+19.0% | Added |
| Advisors Asset Management, Inc. | 1,213,649 | $10.4M | 0.17% | +289,425+31.3% | Added |
| Toronto Dominion Bank | 1,136,640 | $9.75M | 0.02% | +1,136,640 | New |
| Matisse Capital | 866,413 | $7.43M | 3.18% | −53,905−5.9% | Reduced |
| Saba Capital Management, L.P. | 692,065 | $5.94M | 0.19% | −444,506−39.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 690,484 | $5.92M | 0.20% | −100,254−12.7% | Reduced |
| Logan Stone Capital, LLC | 637,240 | $5.47M | 1.52% | −174,445−21.5% | Reduced |
| Almitas Capital LLC | 617,015 | $5.29M | 1.20% | −23,592−3.7% | Reduced |
| Robinson Capital Management, LLC | 587,469 | $5.16M | 2.31% | +203,636+53.1% | Added |
| Morgan Stanley | 471,607 | $4.05M | 0.00% | −4,783−1.0% | Reduced |
| Sit Investment Associates Inc | 416,952 | $3.58M | 0.07% | +25,412+6.5% | Added |
| Williams & Novak, LLC | 403,583 | $3.47M | 2.60% | −14,772−3.5% | Reduced |
| LPL Financial LLC | 343,966 | $2.95M | 0.00% | +60,730+21.4% | Added |
| Verition Fund Management LLC | 338,158 | $2.90M | 0.03% | −122,714−26.6% | Reduced |
| Altium Capital Management LP | 333,093 | $2.86M | 6.80% | +74,001+28.6% | Added |
| Whitebox Advisors LLC | 284,471 | $2.44M | 0.03% | +88,995+45.5% | Added |
| Bank of New York Mellon Corp | 246,050 | $2.11M | 0.00% | +90.0% | Added |
| First Foundation Advisors | 224,269 | $1.92M | 0.08% | +15,093+7.2% | Added |
| Professional Financial Management, Inc. | 206,231 | $1.77M | 1.84% | +6,779+3.4% | Added |
| City of London Investment Management Co Ltd | 201,590 | $1.73M | 0.13% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 200,176 | $1.72M | 0.99% | 00.0% | Unchanged |
| Fiera Capital Corp | 181,207 | $1.55M | 0.01% | −156,083−46.3% | Reduced |
| Core Wealth Partners LLC | 163,735 | $1.40M | 0.65% | +260.0% | Added |
| Riverbridge Partners LLC | 161,861 | $1.39M | 0.03% | +15,744+10.8% | Added |
| Rockefeller Capital Management L.P. | 145,728 | $1.25M | 0.00% | +9,231+6.8% | Added |
| Wells Fargo & Company | 121,374 | $1.04M | 0.00% | −19,540−13.9% | Reduced |
| Summit Financial, LLC | 109,220 | $941.0K | 0.01% | +77,951+249.3% | Added |
| Closed-End Fund Advisors, Inc. | 109,259 | $937.4K | 0.95% | +12,904+13.4% | Added |
| Bank of America Corp | 101,671 | $872.3K | 0.00% | −5,952−5.5% | Reduced |
| Integrated Wealth Concepts LLC | 82,135 | $704.7K | 0.01% | +82,135 | New |
| Thomas J. Herzfeld Advisors, Inc. | 79,226 | $679.8K | 0.23% | −141,975−64.2% | Reduced |
| Wedbush Securities Inc | 78,946 | $677.0K | 0.02% | +17,576+28.6% | Added |
| Summit Trail Advisors, LLC | 78,597 | $674.4K | 0.01% | +78,597 | New |
| UBS Group AG | 77,403 | $664.1K | 0.00% | +2,615+3.5% | Added |
| Ackerman Capital Advisors, LLC | 71,696 | $615.2K | 0.13% | +11,445+19.0% | Added |
| Capstone Investment Advisors, LLC | 71,579 | $614.1K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 68,470 | $587.5K | 0.00% | +1,220+1.8% | Added |
| Raymond James Financial Inc | 59,928 | $514.2K | 0.00% | +3,382+6.0% | Added |
| PFG Investments, LLC | 57,854 | $496.4K | 0.02% | +19,748+51.8% | Added |
| Rareview Capital LLC | 55,652 | $478.1K | 0.28% | +36+0.1% | Added |
| Dakota Wealth Management | 50,885 | $436.6K | 0.01% | +15,200+42.6% | Added |
| Evoke Wealth, LLC | 45,484 | $391.9K | 0.01% | −600−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,584 | $314.0K | 0.00% | −8,855−19.5% | Reduced |
| Intellectus Partners, LLC | 36,072 | $310.8K | 0.06% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 35,288 | $302.8K | 0.12% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 34,000 | $291.7K | 0.00% | +34,000 | New |
| Catalina Capital Group, LLC | 32,700 | $280.6K | 0.17% | +160.0% | Added |
| TCG Advisory Services, LLC | 32,295 | $277.1K | 0.01% | −3,100−8.8% | Reduced |
| Royal Bank of Canada | 31,610 | $271.0K | 0.00% | −7,211−18.6% | Reduced |
| Vivaldi Capital Management, LLC | 30,883 | $265.0K | 0.04% | +17+0.1% | Added |
| Financially in Tune, LLC | 29,980 | $257.2K | 0.22% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 28,713 | $246.4K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 28,416 | $243.8K | 0.01% | +28,416 | New |
| Evolve Private Wealth, LLC | 26,239 | $225.1K | 0.01% | −909−3.3% | Reduced |
| Norden Group LLC | 24,946 | $214.0K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 24,132 | $207.1K | 0.00% | −5,112−17.5% | Reduced |
| Stifel Financial Corp | 23,328 | $200.2K | 0.00% | +9,949+74.4% | Added |
| Advisor Group Holdings, Inc. | 23,135 | $198.5K | 0.00% | −11,033−32.3% | Reduced |
| Commonwealth Equity Services, LLC | 22,792 | $195.6K | 0.00% | −2,774−10.9% | Reduced |
| Farther Finance Advisors, LLC | 21,464 | $184.4K | 0.00% | +15,000+232.1% | Added |
| Sowell Financial Services LLC | 21,084 | $180.9K | 0.01% | +184+0.9% | Added |
| Whipplewood Advisors, LLC | 20,479 | $175.7K | 0.09% | +47+0.2% | Added |
| MAI Capital Management | 20,100 | $172.5K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 18,404 | $157.9K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 17,544 | $150.5K | 0.03% | +309+1.8% | Added |
| Journey Strategic Wealth LLC | 17,000 | $145.9K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 14,756 | $126.6K | 0.06% | −4,220−22.2% | Reduced |
| Cetera Investment Advisers | 14,754 | $126.6K | 0.00% | −18,514−55.7% | Reduced |
| Seamount Financial Group Inc | 14,436 | $123.9K | 0.06% | +14,436 | New |
| Bank of Montreal | 13,133 | $112.7K | 0.00% | −12,456−48.7% | Reduced |
| Pasadena Private Wealth, LLC | 12,500 | $107.3K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 12,379 | $106.2K | 0.00% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 12,108 | $103.9K | 0.01% | +12,108 | New |
| Marex Group plc | 11,000 | $94.4K | 0.00% | +11,000 | New |
| HighTower Advisors, LLC | 10,566 | $90.6K | 0.00% | +9+0.1% | Added |
| CWM, LLC | 3,500 | $30.0K | 0.00% | +1,500+75.0% | Added |
| Smartleaf Asset Management LLC | 3,120 | $26.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,061 | $26.3K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,601 | $22.3K | 0.00% | +2,601 | New |
| Hollencrest Capital Management | 1,630 | $14.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 722 | $6.20K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 701 | $5.92K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 252 | $2.16K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 62 | $532 | 0.00% | +62 | New |
| Whittier Trust Co | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −96,764−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −88,740−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −37,587−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −36,924−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −36,457−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,913−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −30,102−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −28,578−100.0% | Sold out |
| Davidson Trust Co | 0 | $0 | 0.00% | −26,140−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,623−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −14,467−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −12,524−100.0% | Sold out |