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.

Q3 2025 vs. Q2 2025

How the institutions holding PIMCO Dynamic Income Fund changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of PDI: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders3314339+12
Shares56.9M243.3K63.3M+6.72M (+11.9%)
Value$1.08B$4.63M$1.19B+$112.9M (+10.5%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held PIMCO Dynamic Income Fund at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to PDI in Q3 2025
InstitutionSharesValue% of portfolio
Noble Wealth Management PBC186,747$3.70M1.97%
Tennessee Valley Asset Management Partners153,112$3.03M0.41%
Bennett Selby Investments LP90,659$1.80M0.59%
Verus Capital Partners, LLC69,742$1.38M0.11%
Soltis Investment Advisors LLC63,118$1.25M0.09%
Meadowbrook Wealth Management, LLC41,865$828.9K0.86%
Fiduciary Alliance LLC36,713$726.9K0.05%
Resurgent Financial Advisors LLC34,380$680.7K0.33%
Signal Advisors Wealth, LLC31,540$624.5K0.06%
Goldman Sachs Group Inc20,595$407.8K0.00%
VestGen Advisors, LLC18,600$368.3K0.01%
Benjamin Edwards Inc18,526$366.8K0.00%
Traynor Capital Management, Inc.18,360$363.5K0.02%
Certior Financial Group, LLC14,473$286.6K0.19%
Kingswood Wealth Advisors, LLC13,630$269.9K0.02%
United Capital Financial Advisers, LLC13,365$264.6K0.00%
Mount Yale Investment Advisors, LLC11,841$236.7K0.02%
Lifestyle Asset Management, Inc.11,856$234.7K0.08%
Integrity Wealth Advisors, Inc.11,400$221.0K0.08%
Leavell Investment Management, Inc.10,800$216.2K0.01%
CWC Advisors, LLC.10,838$214.6K0.11%
Evoke Wealth, LLC10,233$203.9K0.00%
Gridiron Partners, LLC3,379,138$185.3K0.11%
Global Wealth Strategies & Associates9,010$178.4K0.05%
Kerr Financial Planning Corp7,237$129.3K0.18%
Boreal Capital Management LLC0$117.8K0.09%
Atlantic Union Bankshares Corp4,627$91.6K0.00%
Parkside Financial Bank & Trust3,000$59.4K0.00%
Aspect Partners, LLC2,734$54.1K0.02%
Root Financial Partners, LLC630$12.5K0.00%
Hantz Financial Services, Inc.550$11.0K0.00%
Strategic Wealth Partners, Ltd.530$10.5K0.00%
Gables Capital Management Inc.275$5.45K0.00%
J.Safra Asset Management Corp260$5.15K0.00%
Russell Investments Group, Ltd.200$3.96K0.00%
Highline Wealth Partners LLC100$1.98K0.00%

Sold out (24)

Institutions that held PIMCO Dynamic Income Fund at the end of Q2 2025 and filed for Q3 2025 without it.

Not filed for Q3 2025 yet (4)

Institutions that held PIMCO Dynamic Income Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PDI in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Avantax Advisory Services, Inc.129,718$2.46M
Atria Wealth Solutions, Inc.78,400$1.50M
EP Wealth Advisors, LLC33,474$635.0K
Oliver Lagore Vanvalin Investment Group1,700$33.7K