Skip to main content

PIMCO Dynamic Income Fund

PDI
Exchange
NYSE
SEC CIK
0001510599

In the last 90 days, PIMCO Dynamic Income Fund insiders filed 3 open-market purchases and 0 sales; 376 institutions reported holding it in 13F filings for Q2 2026, worth $1.20B in total; no superinvestor holds it.

Q2 2022 vs. Q1 2022

How the institutions holding PIMCO Dynamic Income Fund changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of PDI: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders2402232−6
Shares37.9M94.3K38.5M+689.5K (+1.8%)
Value$925.7M$2.30M$807.3M−$116.1M (−12.6%)

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held PIMCO Dynamic Income Fund at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to PDI in Q2 2022
InstitutionSharesValue% of portfolio
BDO Wealth Advisors, LLC249,834$5.21M0.64%
Ulrich Consultants & Investment Group, LLC200,185$4.18M2.29%
MAS Advisors LLC109,452$2.28M2.07%
MorganRosel Wealth Management, LLC83,752$1.75M0.94%
Cresset Asset Management, LLC53,953$1.13M0.01%
Virtu Financial LLC45,202$943.0K0.08%
Change Path, LLC18,987$396.0K0.02%
Strategic Wealth Advisors Group, LLC17,593$375.0K0.02%
Capital Investment Advisors, LLC13,851$289.0K0.01%
Riverbridge Partners LLC11,828$247.0K0.00%
Edge Wealth Management LLC11,429$239.0K0.05%
Harbour Investments, Inc.10,347$216.0K0.01%
Mariner, LLC10,310$215.0K0.00%
Commerce Bank9,699$203.0K0.00%
First Personal Financial Services3,598$75.0K0.02%
Financial Synergies Wealth Advisors, Inc.2,563$53.5K0.01%
Centerpoint Advisors, LLC2,291$48.0K0.02%
Coston, McIsaac & Partners1,712$36.0K0.02%
Gradient Investments LLC1,450$30.0K0.00%
CX Institutional928$19.0K0.00%
ACG Wealth826$17.0K0.00%
Bramshill Investments, LLC600$13.0K0.00%
WFA of San Diego, LLC400$8.00K0.01%
Howe & Rusling Inc341$7.00K0.00%
Private Trust Co NA204$4.00K0.00%
Heritage Financial Services, LLC65$1.00K0.00%

Sold out (32)

Institutions that held PIMCO Dynamic Income Fund at the end of Q1 2022 and filed for Q2 2022 without it.

Not filed for Q2 2022 yet (2)

Institutions that held PIMCO Dynamic Income Fund at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PDI in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Meristem Family Wealth, LLC53,953$1.31M
Golden State Wealth Management, LLC40,384$984.0K