PIMCO Intermediate MunicipalMUNIETF
13F holders, Q1 2025 (March 31)335holders −1
34new positions
27sold out
1famous investor
$51.31avg. 13F price*
At the end of Q1 2025, 335 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, down 1 from Q4 2024. 34 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($110.9M), Morgan Stanley ($104.9M) and JPMorgan Chase & Co. ($85.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO Intermediate Municipal
- Filed as
- PIMCO ETF TR (Q1 2025)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $28.5M |
| Exits | 27 | $30.1M |
All 13F filers, Q4 2024 → Q1 2025: 3,590,968 shares bought and 1,878,081 shares sold, net +1,712,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| Bank of America Corp. | 0.01% | Add +6.2% | 2,151,476 | $110.9M |
| Morgan Stanley | 0.01% | Add +15.9% | 2,035,463 | $104.9M |
| JPMorgan Chase & Co. | 0.01% | Add +1.0% | 1,658,886 | $85.5M |
| Cwm, LLC | 0.33% | Add +5.2% | 1,598,311 | $82.4M |
| Wells Fargo & Company | 0.02% | Add +8.9% | 1,407,657 | $72.6M |
| LPL Financial LLC | 0.03% | Add +5.7% | 1,377,052 | $71.0M |
| Dynasty Wealth Management, LLC | 0.80% | Reduce -6.6% | 934,395 | $48.2M |
| Stonebridge Financial Group, LLC | 3.65% | Add +5.7% | 665,689 | $34.3M |
| UBS Group AG | 0.01% | Reduce -18.4% | 645,448 | $33.3M |
| Sagespring Wealth Partners, LLC | 0.74% | Add +1.0% | 572,442 | $29.5M |
| Focus Partners Wealth | 0.07% | Add +1.4% | 535,852 | $27.6M |
| Kestra Investment Management, LLC | 0.47% | Add +247.3% | 613,892 | $24.4M |
| Raymond James Financial Inc. | 0.01% | Add +2.7% | 457,865 | $23.6M |
| Cetera Investment Advisers | 0.05% | Add +10.1% | 452,466 | $23.3M |
| MBL Wealth, LLC | 2.26% | Add +0.2% | 432,535 | $22.3M |
| WCG Wealth Advisors LLC | 1.63% | Reduce -11.9% | 415,861 | $21.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -7.6% | 398,420 | $20.8M |
| Capital Analysts, LLC | 0.77% | Add +101.7% | 399,284 | $20.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.8% | 390,731 | $20.1M |
| Osaic Holdings, Inc. | 0.04% | Add +359.4% | 346,380 | $17.9M |
| NewEdge Advisors, LLC | 0.10% | Add +3.7% | 328,266 | $16.9M |
| Davis R M Inc. | 0.31% | Reduce -2.5% | 302,943 | $15.6M |
| Quotient Wealth Partners, LLC | 0.47% | Reduce -21.8% | 288,466 | $14.9M |
| Avantax Planning Partners, Inc. | 0.49% | Reduce -1.4% | 269,107 | $13.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.2% | 250,001 | $12.9M |
| MML Investors Services, LLC | 0.04% | Add +658.1% | 247,050 | $12.7M |
| XML Financial, LLC | 1.10% | Add +1.3% | 229,372 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -0.1% | 216,534 | $11.2M |
| Goelzer Investment Management, Inc. | 0.64% | Reduce -0.9% | 214,745 | $11.1M |
| Wealth Alliance Advisory Group, LLC | 2.10% | Add +11.3% | 196,611 | $10.1M |
| Truist Financial Corp. | 0.02% | Add +56.1% | 194,018 | $10.0M |
| MAI Capital Management | 0.07% | Reduce -1.1% | 169,764 | $8.8M |
| Morton Brown Family Wealth, LLC | 2.96% | Add +19.6% | 169,105 | $8.7M |
| Stifel Financial Corp. | 0.01% | Add +2.1% | 164,225 | $8.5M |
| Equita Financial Network, Inc. | 2.88% | Reduce -1.8% | 159,831 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 159,682 | $8.2M |
| Fermata Advisors, LLC | 1.48% | Reduce -1.0% | 158,879 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 153,829 | $7.9M |
| Bailard, Inc. | 0.20% | Reduce -39.0% | 151,213 | $7.8M |
| XY Planning Network, Inc. | 4.92% | Reduce -5.4% | 142,950 | $7.4M |
| Keyvantage Wealth, LLC | 3.38% | Add +139.2% | 134,893 | $7.0M |
| True North Advisors, LLC | 1.20% | New | 130,787 | $6.7M |
| TD Capital Management LLC | 0.66% | Add +20.7% | 127,282 | $6.6M |
| BCS Wealth Management | 1.66% | Reduce -1.0% | 125,569 | $6.5M |
| Sand Hill Global Advisors, LLC | 0.26% | Reduce -19.6% | 122,362 | $6.3M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 121,132 | $6.2M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -7.9% | 120,954 | $6.2M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -7.9% | 120,954 | $6.2M |
| Biltmore Wealth Management, LLC | 2.58% | Reduce -0.1% | 118,456 | $6.1M |
| StoneX Group Inc. | 0.33% | Reduce -0.7% | 117,581 | $6.1M |
| Larson Financial Group LLC | 0.28% | Add +116.0% | 113,019 | $5.8M |
| Allworth Financial LP | 0.03% | Reduce -12.6% | 113,023 | $5.8M |
| Rehmann Capital Advisory Group | 0.36% | Add +28.3% | 110,990 | $5.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.6% | 106,902 | $5.5M |
| Olympus Wealth Management, LLC | 2.40% | Add +646.9% | 105,924 | $5.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.66% | Add +0.8% | 105,720 | $5.4M |
| Shotwell Rutter Baer Inc | 4.79% | Add +0.7% | 104,643 | $5.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +68.9% | 104,513 | $5.4M |
| CarsonAllaria Wealth Management, Ltd. | 2.87% | Add +30.7% | 96,250 | $5.0M |
| Genesis Private Wealth, LLC | 2.60% | Add +4.1% | 95,183 | $4.9M |
| Flagstone Financial Management | 1.53% | Add +7.5% | 92,201 | $4.8M |
| Kelman-Lazarov, Inc. | 0.84% | Add +3.4% | 90,098 | $4.6M |
| Smart Money Group LLC | 1.57% | Add +5.5% | 89,342 | $4.6M |
| Martin Worley Group | 2.61% | Add +31.7% | 88,826 | $4.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Reduce -1.7% | 85,914 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +15.6% | 85,220 | $4.4M |
| Visionary Wealth Advisors | 0.26% | Reduce -4.9% | 83,359 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.7% | 82,157 | $4.2M |
| Creative Planning | 0.00% | Add +433.2% | 81,420 | $4.2M |
| Steph & Co. | 1.47% | Reduce -5.8% | 79,100 | $4.1M |
| First International Bank & Trust | 1.25% | Add +7.1% | 76,478 | $3.9M |
| Old Mission Capital LLC | 0.08% | Reduce -59.9% | 75,567 | $3.9M |
| Optimum Investment Advisors | 1.83% | No change | 75,223 | $3.9M |
| Austin Wealth Management, LLC | 0.78% | Add +83.4% | 76,089 | $3.9M |
| Benchmark Financial Wealth Advisors, LLC | 1.45% | Add +1.9% | 74,277 | $3.8M |
| PAX Financial Group, LLC | 0.67% | Add +8.7% | 73,779 | $3.8M |
| McKinley Carter Wealth Services, Inc. | 0.23% | Reduce -65.6% | 72,581 | $3.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +13.4% | 65,522 | $3.4M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -65.5% | 64,810 | $3.3M |
| ERn Financial, LLC | 0.51% | Add +17.2% | 62,694 | $3.2M |
| Foster & Motley Inc. | 0.20% | Add +3.7% | 61,818 | $3.2M |
| Beacon Capital Management, Inc. | 0.15% | New | 60,000 | $3.1M |
| Prosperity Consulting Group, LLC | 0.24% | Add +28.0% | 59,024 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.27% | Add +48.0% | 58,592 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.08% | New | 57,991 | $3.0M |
| Cercano Management LLC | 0.09% | No change | 57,483 | $3.0M |
| SageView Advisory Group, LLC | 0.12% | Add +0.8% | 56,611 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Add +681.4% | 55,109 | $2.8M |
| Avant Financial Advisors LLC | 2.55% | Reduce -8.6% | 54,443 | $2.8M |
| Paladin Advisory Group, LLC | 2.14% | Add +2.3% | 51,902 | $2.7M |
| Hanson & Doremus Investment Management | 0.39% | Add +3.2% | 51,259 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.7% | 50,395 | $2.6M |
| Legacy Financial Advisors, Inc. | 0.43% | Reduce -5.4% | 49,989 | $2.6M |
| Unique Wealth, LLC | 0.48% | Add +50.8% | 49,520 | $2.6M |
| Bridge Generations Wealth Management LLC | 1.52% | New | 47,022 | $2.4M |
| Cedar Point Capital Partners, LLC | 1.59% | Add +3.3% | 45,989 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +103.9% | 45,832 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.16% | Add +0.8% | 44,747 | $2.3M |
| BTG Pactual Asset Management US LLC | 0.29% | Add +75.2% | 43,332 | $2.2M |
| Viawealth, LLC | 1.37% | Add +0.6% | 43,069 | $2.2M |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.