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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 62 | $532 | 0.00% | +62 | New |
| FNY Investment Advisers, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 252 | $2.16K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 701 | $5.92K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 722 | $6.20K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,630 | $14.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,601 | $22.3K | 0.00% | +2,601 | New |
| Golden State Wealth Management, LLC | 3,061 | $26.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,120 | $26.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,500 | $30.0K | 0.00% | +1,500+75.0% | Added |
| HighTower Advisors, LLC | 10,566 | $90.6K | 0.00% | +9+0.1% | Added |
| Marex Group plc | 11,000 | $94.4K | 0.00% | +11,000 | New |
| Granite Investment Partners, LLC | 12,108 | $103.9K | 0.01% | +12,108 | New |
| Pure Financial Advisors, Inc. | 12,379 | $106.2K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 12,500 | $107.3K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 13,133 | $112.7K | 0.00% | −12,456−48.7% | Reduced |
| Seamount Financial Group Inc | 14,436 | $123.9K | 0.06% | +14,436 | New |
| Cetera Investment Advisers | 14,754 | $126.6K | 0.00% | −18,514−55.7% | Reduced |
| Noble Wealth Management PBC | 14,756 | $126.6K | 0.06% | −4,220−22.2% | Reduced |
| Journey Strategic Wealth LLC | 17,000 | $145.9K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 17,544 | $150.5K | 0.03% | +309+1.8% | Added |
| Choate Investment Advisors | 18,404 | $157.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 20,100 | $172.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20,479 | $175.7K | 0.09% | +47+0.2% | Added |
| Sowell Financial Services LLC | 21,084 | $180.9K | 0.01% | +184+0.9% | Added |
| Farther Finance Advisors, LLC | 21,464 | $184.4K | 0.00% | +15,000+232.1% | Added |
| Commonwealth Equity Services, LLC | 22,792 | $195.6K | 0.00% | −2,774−10.9% | Reduced |
| Advisor Group Holdings, Inc. | 23,135 | $198.5K | 0.00% | −11,033−32.3% | Reduced |
| Stifel Financial Corp | 23,328 | $200.2K | 0.00% | +9,949+74.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,132 | $207.1K | 0.00% | −5,112−17.5% | Reduced |
| Norden Group LLC | 24,946 | $214.0K | 0.02% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 26,239 | $225.1K | 0.01% | −909−3.3% | Reduced |
| Western Wealth Management, LLC | 28,416 | $243.8K | 0.01% | +28,416 | New |
| Blue Bell Private Wealth Management, LLC | 28,713 | $246.4K | 0.04% | 00.0% | Unchanged |
| Financially in Tune, LLC | 29,980 | $257.2K | 0.22% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 30,883 | $265.0K | 0.04% | +17+0.1% | Added |
| Royal Bank of Canada | 31,610 | $271.0K | 0.00% | −7,211−18.6% | Reduced |
| TCG Advisory Services, LLC | 32,295 | $277.1K | 0.01% | −3,100−8.8% | Reduced |
| Catalina Capital Group, LLC | 32,700 | $280.6K | 0.17% | +160.0% | Added |
| Stratos Wealth Partners, LTD. | 34,000 | $291.7K | 0.00% | +34,000 | New |
| Ducere Wealth Management LLC | 35,288 | $302.8K | 0.12% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 36,072 | $310.8K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 36,584 | $314.0K | 0.00% | −8,855−19.5% | Reduced |
| Evoke Wealth, LLC | 45,484 | $391.9K | 0.01% | −600−1.3% | Reduced |
| Dakota Wealth Management | 50,885 | $436.6K | 0.01% | +15,200+42.6% | Added |
| Rareview Capital LLC | 55,652 | $478.1K | 0.28% | +36+0.1% | Added |
| PFG Investments, LLC | 57,854 | $496.4K | 0.02% | +19,748+51.8% | Added |
| Raymond James Financial Inc | 59,928 | $514.2K | 0.00% | +3,382+6.0% | Added |
| Baird Financial Group, Inc. | 68,470 | $587.5K | 0.00% | +1,220+1.8% | Added |
| Capstone Investment Advisors, LLC | 71,579 | $614.1K | 0.01% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 71,696 | $615.2K | 0.13% | +11,445+19.0% | Added |
| UBS Group AG | 77,403 | $664.1K | 0.00% | +2,615+3.5% | Added |
| Summit Trail Advisors, LLC | 78,597 | $674.4K | 0.01% | +78,597 | New |
| Wedbush Securities Inc | 78,946 | $677.0K | 0.02% | +17,576+28.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 79,226 | $679.8K | 0.23% | −141,975−64.2% | Reduced |
| Integrated Wealth Concepts LLC | 82,135 | $704.7K | 0.01% | +82,135 | New |
| Bank of America Corp | 101,671 | $872.3K | 0.00% | −5,952−5.5% | Reduced |
| Closed-End Fund Advisors, Inc. | 109,259 | $937.4K | 0.95% | +12,904+13.4% | Added |
| Summit Financial, LLC | 109,220 | $941.0K | 0.01% | +77,951+249.3% | Added |
| Wells Fargo & Company | 121,374 | $1.04M | 0.00% | −19,540−13.9% | Reduced |
| Rockefeller Capital Management L.P. | 145,728 | $1.25M | 0.00% | +9,231+6.8% | Added |
| Riverbridge Partners LLC | 161,861 | $1.39M | 0.03% | +15,744+10.8% | Added |
| Core Wealth Partners LLC | 163,735 | $1.40M | 0.65% | +260.0% | Added |
| Fiera Capital Corp | 181,207 | $1.55M | 0.01% | −156,083−46.3% | Reduced |
| Melfa Wealth Management, LLC | 200,176 | $1.72M | 0.99% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 201,590 | $1.73M | 0.13% | 00.0% | Unchanged |
| Professional Financial Management, Inc. | 206,231 | $1.77M | 1.84% | +6,779+3.4% | Added |
| First Foundation Advisors | 224,269 | $1.92M | 0.08% | +15,093+7.2% | Added |
| Bank of New York Mellon Corp | 246,050 | $2.11M | 0.00% | +90.0% | Added |
| Whitebox Advisors LLC | 284,471 | $2.44M | 0.03% | +88,995+45.5% | Added |
| Altium Capital Management LP | 333,093 | $2.86M | 6.80% | +74,001+28.6% | Added |
| Verition Fund Management LLC | 338,158 | $2.90M | 0.03% | −122,714−26.6% | Reduced |
| LPL Financial LLC | 343,966 | $2.95M | 0.00% | +60,730+21.4% | Added |
| Williams & Novak, LLC | 403,583 | $3.47M | 2.60% | −14,772−3.5% | Reduced |
| Sit Investment Associates Inc | 416,952 | $3.58M | 0.07% | +25,412+6.5% | Added |
| Morgan Stanley | 471,607 | $4.05M | 0.00% | −4,783−1.0% | Reduced |
| Robinson Capital Management, LLC | 587,469 | $5.16M | 2.31% | +203,636+53.1% | Added |
| Almitas Capital LLC | 617,015 | $5.29M | 1.20% | −23,592−3.7% | Reduced |
| Logan Stone Capital, LLC | 637,240 | $5.47M | 1.52% | −174,445−21.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 690,484 | $5.92M | 0.20% | −100,254−12.7% | Reduced |
| Saba Capital Management, L.P. | 692,065 | $5.94M | 0.19% | −444,506−39.1% | Reduced |
| Matisse Capital | 866,413 | $7.43M | 3.18% | −53,905−5.9% | Reduced |
| Toronto Dominion Bank | 1,136,640 | $9.75M | 0.02% | +1,136,640 | New |
| Advisors Asset Management, Inc. | 1,213,649 | $10.4M | 0.17% | +289,425+31.3% | Added |
| Guggenheim Capital LLC | 1,442,771 | $12.4M | 0.10% | +230,353+19.0% | Added |
| Karpus Management, Inc. | 1,778,933 | $15.3M | 0.48% | +224,590+14.4% | Added |
| Rivernorth Capital Management, LLC | 2,512,000 | $21.6M | 1.09% | +64,938+2.7% | Added |
| 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 |