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Pioneer Floating Rate Fund, Inc.

PHD

No open-market purchases or sales by Pioneer Floating Rate Fund, Inc. insiders were filed in the last 90 days; 1 institution reported holding it in 13F filings for Q2 2026, worth $20 in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Pioneer Floating Rate Fund, Inc. as of Mar 31, 2021. 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
42
No complete 13F data for Q4 2020
Shares held
3.30M
No complete 13F data for Q4 2020
Total value
$37.9M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PHD 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.

Institutional holdersQ1 2021: 42 institutions
Q1 2021: 42 institutionsQ2 2021: 39 institutionsQ3 2021: 37 institutionsQ4 2021: 38 institutionsQ1 2022: 39 institutionsQ2 2022: 50 institutionsQ3 2022: 49 institutionsQ4 2022: 43 institutionsQ1 2023: 50 institutionsQ2 2023: 52 institutionsQ3 2023: 47 institutionsQ4 2023: 49 institutionsQ1 2024: 42 institutionsQ2 2024: 43 institutionsQ3 2024: 40 institutionsQ4 2024: 41 institutionsQ1 2025: 43 institutionsQ2 2025: 50 institutionsQ3 2025: 48 institutionsQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2021: $37.9M
Q1 2021: $37.9MQ2 2021: $37.5MQ3 2021: $39.5MQ4 2021: $30.6MQ1 2022: $30.6MQ2 2022: $31.5MQ3 2022: $32.1MQ4 2022: $31.3MQ1 2023: $29.0MQ2 2023: $30.7MQ3 2023: $29.5MQ4 2023: $32.1MQ1 2024: $31.1MQ2 2024: $37.6MQ3 2024: $31.8MQ4 2024: $31.1MQ1 2025: $35.1MQ2 2025: $43.0MQ3 2025: $62.6MQ4 2025: $20Q1 2026: $20Q2 2026: $20
Institutions holding PHD and their total value by quarter
QuarterHoldersValue
Q2 20261$20
Q1 20261$20
Q4 20251$20
Q3 202548$62.6M
Q2 202550$43.0M
Q1 202543$35.1M
Q4 202441$31.1M
Q3 202440$31.8M
Q2 202443$37.6M
Q1 202442$31.1M
Q4 202349$32.1M
Q3 202347$29.5M
Q2 202352$30.7M
Q1 202350$29.0M
Q4 202243$31.3M
Q3 202249$32.1M
Q2 202250$31.5M
Q1 202239$30.6M
Q4 202138$30.6M
Q3 202137$39.5M
Q2 202139$37.5M
Q1 202142$37.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Pioneer Floating Rate Fund, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PHD in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Senior Secured Management Inc613,094$7.03M3.14%––
Capital Investment Advisors, LLC453,894$5.20M0.20%––
Invesco Ltd.445,528$5.11M0.00%––
Guggenheim Capital LLC414,885$4.75M0.03%––
Lake Street Financial LLC245,225$2.81M0.78%––
Bank of America Corp190,071$2.18M0.00%––
Flagship Harbor Advisors, LLC141,959$1.63M0.18%––
Morgan Stanley141,114$1.62M0.00%––
Trustcore Financial Services, LLC110,982$1.27M0.15%––
Wells Fargo & Company101,344$1.16M0.00%––
Northwestern Mutual Wealth Management Co46,453$532.0K0.00%––
Shaker Financial Services, LLC44,425$509.0K0.20%––
Royal Bank of Canada44,058$505.0K0.00%––
Landscape Capital Management, L.L.C.33,599$385.0K0.06%––
Virtus ETF Advisers LLC28,849$331.0K0.14%––
Fiera Capital Corp25,384$291.0K0.00%––
Mariner Investment Group LLC21,100$242.0K0.60%––
Wagner Wealth Management, LLC20,215$232.0K0.18%––
Kestra Advisory Services, LLC19,339$222.0K0.00%––
Congress Park Capital LLC16,500$189.0K0.11%––
Round Table Services, LLC16,064$184.0K0.04%––
UBS Group AG15,941$183.0K0.00%––
Advisor Group Holdings, Inc.15,808$181.0K0.00%––
Mid Atlantic Financial Management Inc14,400$165.0K0.01%––
Commonwealth Equity Services, LLC13,000$148.0K0.00%––
Barclays PLC12,418$145.0K0.00%––
Wedbush Securities Inc12,308$141.0K0.01%––
Citadel Advisors LLC12,234$140.0K0.00%––
Sowell Financial Services LLC7,017$79.0K0.00%––
NEXT Financial Group, Inc6,051$69.0K0.01%––
The PNC Financial Services Group, Inc.5,900$68.0K0.00%––
TCTC Holdings, LLC2,250$26.0K0.00%––
Fifth Third Bancorp2,000$23.0K0.00%––
FNY Investment Advisers, LLC1,659$19.0K0.01%––
International Assets Investment Management, LLC1,716$18.0K0.00%––
Stonebridge Capital Advisors LLC1,469$17.0K0.00%––
Logan Capital Management Inc1,400$16.0K0.00%––
Prentice Wealth Management LLC1,200$14.0K0.01%––
Global Retirement Partners, LLC1,165$13.0K0.00%––
Geneos Wealth Management Inc.735$8.00K0.00%––
Gradient Investments LLC157$2.00K0.00%––
CWM, LLC16$00.00%––