PIMCO Intermediate MunicipalMUNIETF
13F holders, Q2 2025 (June 30)360holders +25
42new positions
16sold out
2famous investors
$51.36avg. 13F price*
At the end of Q2 2025, 360 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 25 from Q1 2025. 42 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($140.5M), Bank of America Corp. ($120.0M) and Wells Fargo & Company ($87.5M). 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 2025)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $50.8M |
| Exits | 16 | $6.0M |
All 13F filers, Q1 2025 → Q2 2025: 5,224,111 shares bought and 3,650,370 shares sold, net +1,573,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 360 holders
| Morgan Stanley | 0.01% | Add +34.4% | 2,734,965 | $140.5M |
| Bank of America Corp. | 0.01% | Add +8.6% | 2,337,055 | $120.0M |
| Wells Fargo & Company | 0.02% | Add +21.1% | 1,704,476 | $87.5M |
| LPL Financial LLC | 0.03% | Add +12.5% | 1,549,012 | $79.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.5% | 1,168,929 | $60.0M |
| Dynasty Wealth Management, LLC | 0.81% | Reduce -0.9% | 925,848 | $47.6M |
| Cwm, LLC | 0.15% | Reduce -48.3% | 826,862 | $42.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +75.5% | 685,603 | $35.2M |
| UBS Group AG | 0.01% | Reduce -5.1% | 612,396 | $31.5M |
| Cetera Investment Advisers | 0.05% | Add +33.9% | 605,833 | $31.1M |
| Focus Partners Wealth | 0.06% | Add +2.3% | 547,894 | $28.1M |
| Stonebridge Financial Group, LLC | 2.66% | Reduce -20.0% | 532,402 | $27.3M |
| Raymond James Financial Inc. | 0.01% | Add +8.4% | 496,533 | $25.5M |
| MBL Wealth, LLC | 2.13% | Add +0.3% | 433,980 | $22.3M |
| NewEdge Advisors, LLC | 0.11% | Add +27.6% | 419,015 | $21.5M |
| Capital Analysts, LLC | 0.68% | Reduce -0.6% | 396,971 | $20.4M |
| WCG Wealth Advisors LLC | 1.09% | Reduce -21.3% | 327,476 | $16.8M |
| Sagespring Wealth Partners, LLC | 0.36% | Reduce -43.0% | 326,396 | $16.8M |
| MML Investors Services, LLC | 0.05% | Add +32.0% | 326,143 | $16.8M |
| Davis R M Inc. | 0.30% | Add +4.1% | 315,353 | $16.2M |
| Quotient Wealth Partners, LLC | 0.46% | Add +5.0% | 302,947 | $15.6M |
| Austin Wealth Management, LLC | 2.71% | Add +291.7% | 298,047 | $15.2M |
| HighTower Advisors, LLC | 0.02% | Add +18.1% | 295,223 | $15.2M |
| Avantax Planning Partners, Inc. | 0.42% | Reduce -3.8% | 258,972 | $13.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.5% | 258,157 | $13.3M |
| Rehmann Capital Advisory Group | 0.78% | Add +125.6% | 250,424 | $12.9M |
| Bailard, Inc. | 0.29% | Add +59.3% | 240,845 | $12.4M |
| Truist Financial Corp. | 0.02% | Add +18.9% | 230,592 | $11.8M |
| XML Financial, LLC | 1.01% | Reduce -1.0% | 227,148 | $11.7M |
| Larson Financial Group LLC | 0.45% | Add +94.2% | 219,449 | $11.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -5.1% | 205,561 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +33.1% | 204,781 | $10.5M |
| Altura Wealth Advisors Inc. | 5.75% | New | 200,221 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +25.2% | 199,907 | $10.3M |
| Wealth Alliance Advisory Group, LLC | 1.91% | Reduce -0.4% | 195,782 | $10.1M |
| Morton Brown Family Wealth, LLC | 3.01% | Add +14.0% | 192,730 | $9.9M |
| Crestmont Private Wealth LLC | 3.36% | New | 180,996 | $9.3M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +1249.3% | 171,393 | $8.8M |
| Goelzer Investment Management, Inc. | 0.48% | Reduce -20.2% | 171,377 | $8.8M |
| Kestra Investment Management, LLC | 0.27% | Reduce -72.2% | 170,877 | $8.8M |
| Stifel Financial Corp. | 0.01% | Add +2.8% | 168,753 | $8.7M |
| Cerity Partners LLC | 0.01% | Add +34.9% | 163,348 | $8.4M |
| Shotwell Rutter Baer Inc | 5.57% | Add +52.8% | 159,876 | $8.2M |
| MAI Capital Management | 0.05% | Reduce -10.9% | 151,234 | $7.8M |
| XY Planning Network, Inc. | 2.51% | Add +0.4% | 143,504 | $7.4M |
| True North Advisors, LLC | 1.40% | Add +8.4% | 141,748 | $7.3M |
| Keyvantage Wealth, LLC | 3.09% | Reduce -0.5% | 134,162 | $6.9M |
| TD Capital Management LLC | 0.64% | Add +3.0% | 131,043 | $6.7M |
| Clearstead Advisors, LLC | 0.09% | Add +6685.0% | 130,476 | $6.7M |
| Jane Street Group, LLC | 0.01% | New | 129,175 | $6.6M |
| Equita Financial Network, Inc. | 2.59% | Reduce -20.8% | 126,549 | $6.5M |
| Renaissance Technologies | 0.01% | Add +526.3% | 124,000 | $6.4M |
| Fermata Advisors, LLC | 1.64% | Reduce -25.0% | 119,111 | $6.1M |
| Allworth Financial LP | 0.03% | Add +4.9% | 118,584 | $6.1M |
| ERn Financial, LLC | 1.27% | Add +87.2% | 117,368 | $6.0M |
| Olympus Wealth Management, LLC | 1.88% | Add +3.0% | 109,046 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -10.0% | 108,894 | $5.6M |
| Flagstone Financial Management | 1.59% | Add +17.3% | 108,159 | $5.6M |
| Financial Synergies Wealth Advisors, Inc. | 0.59% | Reduce -0.6% | 105,074 | $5.4M |
| Baird Financial Group, Inc. | 0.01% | Add +26.3% | 103,739 | $5.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.8% | 101,815 | $5.2M |
| Steph & Co. | 1.68% | Add +27.5% | 100,831 | $5.2M |
| Genesis Private Wealth, LLC | 2.38% | Add +3.5% | 98,474 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +15.0% | 98,028 | $5.0M |
| BCS Wealth Management | 1.04% | Reduce -25.2% | 93,905 | $4.8M |
| StoneX Group Inc. | 0.23% | Reduce -20.6% | 93,336 | $4.8M |
| Prosperity Consulting Group, LLC | 0.34% | Add +52.5% | 89,984 | $4.6M |
| Martin Worley Group | 2.24% | Add +0.3% | 89,065 | $4.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -17.1% | 86,591 | $4.4M |
| Visionary Wealth Advisors | 0.22% | Add +2.4% | 85,364 | $4.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.09% | Reduce -3.2% | 83,175 | $4.3M |
| Benchmark Financial Wealth Advisors, LLC | 1.41% | Add +11.7% | 82,965 | $4.3M |
| Kingsview Wealth Management, LLC | 0.07% | Add +469.0% | 82,387 | $4.2M |
| McKinley Carter Wealth Services, Inc. | 0.23% | Add +11.6% | 80,984 | $4.2M |
| Kelman-Lazarov, Inc. | 0.66% | Reduce -12.3% | 78,972 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +42.0% | 78,272 | $4.0M |
| Brandywine Oak Private Wealth LLC | 0.37% | Add +210.2% | 77,938 | $4.0M |
| Cercano Management LLC | 0.11% | Add +34.0% | 77,034 | $4.0M |
| Optimum Investment Advisors | 1.68% | No change | 75,223 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +7.0% | 70,137 | $3.6M |
| Atlantic Union Bankshares Corp | 0.08% | New | 67,810 | $3.5M |
| Newman Dignan & Sheerar, Inc. | 0.79% | New | 67,285 | $3.5M |
| Foster & Motley Inc. | 0.20% | Add +8.3% | 66,938 | $3.4M |
| Sand Hill Global Advisors, LLC | 0.13% | Reduce -45.7% | 66,393 | $3.4M |
| Bleakley Financial Group, LLC | 0.08% | Reduce -2.4% | 63,235 | $3.2M |
| Paladin Advisory Group, LLC | 2.39% | Add +17.6% | 61,065 | $3.1M |
| CarsonAllaria Wealth Management, Ltd. | 1.67% | Reduce -36.8% | 60,793 | $3.1M |
| Beacon Capital Management, Inc. | 0.16% | No change | 60,000 | $3.1M |
| Fortis Capital Advisors, LLC | 0.54% | Add +423.3% | 58,892 | $3.0M |
| Belpointe Asset Management LLC | 0.13% | Add +283.5% | 58,892 | $3.0M |
| PAX Financial Group, LLC | 0.57% | Reduce -21.0% | 58,317 | $3.0M |
| Arrowroot Family Office, LLC | 1.33% | — | 57,654 | $3.0M |
| First International Bank & Trust | 1.03% | Reduce -24.8% | 57,498 | $3.0M |
| Hanson & Doremus Investment Management | 0.39% | Add +11.9% | 57,372 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +125.7% | 57,054 | $2.9M |
| SageView Advisory Group, LLC | 0.11% | Add +1.1% | 57,234 | $2.9M |
| Farther Finance Advisors, LLC | 0.06% | Add +33.4% | 55,727 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +74.5% | 55,564 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +16.7% | 53,485 | $2.7M |
| Econ Financial Services Corp | 1.38% | Add +22.5% | 52,272 | $2.7M |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.