PIMCO Intermediate MunicipalMUNIETF
13F holders, Q2 2026 (June 30)450holders +14
31new positions
16sold out
2famous investors
$52.63avg. 13F price*
At the end of Q2 2026, 450 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 14 from Q1 2026. 31 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($217.7M), Morgan Stanley ($196.2M) and Wells Fargo & Company ($148.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Intermediate Municipal
- Filed as
- PIMCO ETF TR (Q2 2026)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $39.6M |
| Exits | 16 | $20.3M |
All 13F filers, Q1 2026 → Q2 2026: 6,339,635 shares bought and 1,092,140 shares sold, net +5,247,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 450 holders
| Bank of America Corp. | 0.01% | Add +12.2% | 4,139,216 | $217.7M |
| Morgan Stanley | 0.01% | Add +5.3% | 3,730,649 | $196.2M |
| Wells Fargo & Company | 0.03% | Add +13.1% | 2,814,890 | $148.1M |
| LPL Financial LLC | 0.03% | Add +12.1% | 2,501,521 | $131.6M |
| WCG Wealth Advisors LLC | 1.70% | Add +41.2% | 1,359,631 | $71.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 1,122,733 | $59.1M |
| Raymond James Financial Inc. | 0.01% | Add +24.6% | 936,242 | $49.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 897,484 | $47.2M |
| Cetera Investment Advisers | 0.04% | Add +8.2% | 852,784 | $44.9M |
| UBS Group AG | 0.01% | Add +7.7% | 762,036 | $40.1M |
| HighTower Advisors, LLC | 0.04% | Add +11.8% | 699,037 | $36.8M |
| Thrivent Financial for Lutherans | 0.06% | Add +6.7% | 656,614 | $34.5M |
| Stonebridge Financial Group, LLC | 2.50% | Add +3.2% | 627,231 | $33.0M |
| NewEdge Advisors, LLC | 0.09% | Add +16.4% | 595,078 | $31.3M |
| Focus Partners Wealth | 0.03% | Add +28783.9% | 571,901 | $30.1M |
| Dynasty Wealth Management, LLC | 0.21% | Reduce -7.7% | 546,689 | $28.8M |
| MBL Wealth, LLC | 1.82% | Add +6.2% | 505,308 | $26.6M |
| Stifel Financial Corp. | 0.02% | Add +15.4% | 493,632 | $26.0M |
| Larson Financial Group LLC | 0.68% | Add +19.0% | 488,067 | $25.7M |
| Capital Analysts, LLC | 0.55% | Add +6.0% | 455,347 | $24.0M |
| Royal Bank of Canada | 0.00% | Add +17.8% | 417,321 | $22.0M |
| Osaic Holdings, Inc. | 0.03% | Add +47.0% | 412,967 | $21.7M |
| Quotient Wealth Partners, LLC | 0.48% | Add +10.8% | 382,659 | $20.1M |
| Davis R M Inc. | 0.31% | Add +12.2% | 375,367 | $19.7M |
| Jones Financial Companies LLLP | 0.01% | Add +41.4% | 374,302 | $19.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.8% | 357,322 | $18.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +63.3% | 354,230 | $18.6M |
| PW Advisors, LLC \ FL | 11.15% | Add +10.8% | 317,618 | $16.7M |
| Wealth Alliance Advisory Group, LLC | 2.35% | Add +2.9% | 309,065 | $16.3M |
| Clearstead Advisors, LLC | 0.15% | Add +8.9% | 297,598 | $15.7M |
| Truist Financial Corp. | 0.02% | Reduce -0.0% | 255,838 | $13.5M |
| Vise Technologies, Inc. | 0.15% | New | 251,564 | $13.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.4% | 241,746 | $12.7M |
| XY Planning Network, Inc. | 1.55% | Add +8.0% | 234,381 | $12.3M |
| Austin Wealth Management, LLC | 2.55% | Reduce -5.1% | 231,539 | $12.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +12.7% | 226,889 | $11.9M |
| Kestra Investment Management, LLC | 0.23% | Add +18.9% | 224,493 | $11.8M |
| MML Investors Services, LLC | 0.02% | Add +12.0% | 214,694 | $11.3M |
| Crestmont Private Wealth LLC | 3.13% | Add +6.0% | 212,399 | $11.2M |
| Avantax Planning Partners, Inc. | 0.28% | Reduce -2.2% | 211,128 | $11.1M |
| Benchmark Financial Wealth Advisors, LLC | 2.71% | Reduce -8.0% | 208,454 | $11.0M |
| AE Wealth Management LLC | 0.05% | Add +164.2% | 206,167 | $10.8M |
| Prosperity Consulting Group, LLC | 0.41% | Add +13.3% | 204,816 | $10.8M |
| Dakota Wealth Management | 0.19% | Add +7.7% | 191,515 | $10.1M |
| Morton Brown Family Wealth, LLC | 2.26% | Add +5.1% | 189,849 | $10.0M |
| Flagstone Financial Management | 2.21% | Add +13.1% | 187,771 | $9.9M |
| Daymark Wealth Partners, LLC | 0.24% | Add +1574.9% | 185,947 | $9.8M |
| TD Capital Management LLC | 0.73% | Add +8.6% | 169,014 | $8.9M |
| Foster & Motley Inc. | 0.40% | Add +17.8% | 166,954 | $8.8M |
| MAI Capital Management | 0.03% | Reduce -0.2% | 166,336 | $8.7M |
| Sagespring Wealth Partners, LLC | 0.13% | Reduce -10.4% | 162,865 | $8.6M |
| Smith Partners Wealth Management, LLC | 6.65% | Add +95.3% | 159,128 | $8.4M |
| McNamara Financial Services, Inc. | 1.44% | Add +15.0% | 158,731 | $8.3M |
| Equita Financial Network, Inc. | 2.29% | Add +6.7% | 156,738 | $8.2M |
| Altura Wealth Advisors Inc. | 2.77% | Reduce -9.8% | 156,043 | $8.2M |
| Mariner, LLC | 0.01% | Add +25.6% | 152,071 | $8.0M |
| Waverly Advisors, LLC | 0.04% | Add +163.5% | 147,442 | $7.8M |
| Bleakley Financial Group, LLC | 0.10% | Add +2.4% | 146,940 | $7.7M |
| Bailard, Inc. | 0.15% | Reduce -25.6% | 141,830 | $7.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +27.0% | 141,063 | $7.4M |
| Spartan Wealth Advisory Services LLC | 0.60% | Add +0.9% | 140,400 | $7.4M |
| Jane Street Group, LLC | 0.00% | Reduce -45.5% | 140,050 | $7.4M |
| Newman Dignan & Sheerar, Inc. | 1.40% | Add +9.8% | 139,301 | $7.3M |
| ERn Financial, LLC | 1.20% | Add +2.2% | 138,155 | $7.3M |
| Saxon Interests, Inc. | 1.99% | Add +6.5% | 136,932 | $7.2M |
| Elyxium Wealth, LLC | 0.76% | Add +20.5% | 136,827 | $7.2M |
| Legacy Private Trust Co. | 0.40% | Add +63.1% | 136,017 | $7.2M |
| Shotwell Rutter Baer Inc | 3.89% | Reduce -2.9% | 134,830 | $7.1M |
| Avant Financial Advisors LLC | 4.39% | Add +4.6% | 133,893 | $7.0M |
| Integrated Wealth Concepts LLC | 0.05% | Add +9.6% | 133,073 | $7.0M |
| Atlantic Union Bankshares Corp | 0.12% | Reduce -5.0% | 132,496 | $7.0M |
| Rehmann Capital Advisory Group | 0.31% | Reduce -16.5% | 130,139 | $6.8M |
| Creative Planning | 0.00% | Add +2.3% | 127,984 | $6.7M |
| Genesis Private Wealth, LLC | 1.87% | Add +7.7% | 126,467 | $6.7M |
| Goelzer Investment Management, Inc. | 0.29% | Reduce -10.9% | 126,159 | $6.6M |
| True North Advisors, LLC | 0.62% | Add +1.5% | 123,925 | $6.5M |
| Resonant Capital Advisors, LLC | 0.31% | New | 121,560 | $6.4M |
| Certified Advisory Corp | 0.50% | Add +3.5% | 118,536 | $6.2M |
| Equitable Holdings, Inc. | 0.04% | Add +0.2% | 116,503 | $6.1M |
| Paces Ferry Wealth Advisors, LLC | 2.25% | No change | 114,350 | $6.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.51% | Add +1.7% | 113,641 | $6.0M |
| Cerity Partners LLC | 0.01% | Add +1.9% | 111,956 | $5.9M |
| Lido Advisors, LLC | 0.02% | Reduce -1.6% | 108,803 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +2.8% | 106,570 | $5.6M |
| Belpointe Asset Management LLC | 0.18% | Add +37.3% | 103,366 | $5.4M |
| Fermata Advisors, LLC | 1.09% | Reduce -10.6% | 102,533 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +30.1% | 101,745 | $5.4M |
| Renaissance Technologies | 0.01% | Add +231.3% | 100,890 | $5.3M |
| Fortis Capital Advisors, LLC | 0.58% | Add +30.5% | 98,235 | $5.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.2% | 96,977 | $5.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.0% | 92,580 | $4.9M |
| BCS Wealth Management | 0.88% | Reduce -2.1% | 92,544 | $4.9M |
| Kelman-Lazarov, Inc. | 0.63% | Add +1.9% | 91,059 | $4.8M |
| Citadel Advisors | 0.00% | Add +28.5% | 89,054 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Add +4.6% | 86,871 | $4.6M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -1.3% | 81,392 | $4.3M |
| GAMMA Investing LLC | 0.16% | Add +16.2% | 80,039 | $4.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Add +0.1% | 77,810 | $4.1M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -3.9% | 76,940 | $4.0M |
| Keyvantage Wealth, LLC | 1.48% | Reduce -38.0% | 74,241 | $3.9M |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.