PIMCO Intermediate MunicipalMUNIETF
13F holders, Q3 2025 (September 30)382holders +22
38new positions
15sold out
2famous investors
$52.15avg. 13F price*
At the end of Q3 2025, 382 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 22 from Q2 2025. 38 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($155.5M), Bank of America Corp. ($146.1M) and Wells Fargo & Company ($94.6M). 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 (Q3 2025)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $50.8M |
| Exits | 15 | $12.9M |
All 13F filers, Q2 2025 → Q3 2025: 4,654,324 shares bought and 1,589,198 shares sold, net +3,065,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 382 holders
| Morgan Stanley | 0.01% | Add +8.7% | 2,973,647 | $155.5M |
| Bank of America Corp. | 0.01% | Add +19.6% | 2,794,501 | $146.1M |
| Wells Fargo & Company | 0.02% | Add +6.2% | 1,809,798 | $94.6M |
| LPL Financial LLC | 0.03% | Add +12.2% | 1,738,425 | $90.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.4% | 1,243,849 | $65.0M |
| Cwm, LLC | 0.14% | Add +4.8% | 866,272 | $45.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.2% | 748,950 | $39.2M |
| Dynasty Wealth Management, LLC | 0.51% | Reduce -20.4% | 737,363 | $38.5M |
| Cetera Investment Advisers | 0.04% | Add +20.6% | 730,829 | $38.2M |
| Focus Partners Wealth | 0.05% | Add +11.5% | 610,803 | $31.9M |
| UBS Group AG | 0.01% | Reduce -7.8% | 564,895 | $29.5M |
| Stonebridge Financial Group, LLC | 2.52% | Add +3.0% | 548,239 | $28.7M |
| Raymond James Financial Inc. | 0.01% | Add +7.0% | 531,160 | $27.8M |
| MBL Wealth, LLC | 2.02% | Add +1.9% | 442,115 | $23.1M |
| NewEdge Advisors, LLC | 0.10% | Add +5.2% | 440,622 | $23.0M |
| Capital Analysts, LLC | 0.62% | Add +2.0% | 404,832 | $21.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +1002.8% | 400,935 | $21.0M |
| HighTower Advisors, LLC | 0.02% | Add +28.9% | 380,571 | $19.9M |
| Sagespring Wealth Partners, LLC | 0.36% | Add +6.4% | 347,384 | $18.2M |
| Osaic Holdings, Inc. | 0.02% | Add +25.6% | 324,105 | $16.9M |
| Davis R M Inc. | 0.28% | Reduce -1.6% | 310,198 | $16.2M |
| Austin Wealth Management, LLC | 2.51% | Add +1.7% | 303,076 | $16.0M |
| Quotient Wealth Partners, LLC | 0.43% | Reduce 0.0% | 302,932 | $15.8M |
| Larson Financial Group LLC | 0.55% | Add +37.2% | 301,024 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +34.9% | 276,313 | $14.4M |
| WCG Wealth Advisors LLC | 0.83% | Reduce -22.7% | 253,170 | $13.2M |
| Avantax Planning Partners, Inc. | 0.37% | Reduce -4.3% | 247,831 | $13.0M |
| Bailard, Inc. | 0.27% | Reduce -2.8% | 234,205 | $12.2M |
| Truist Financial Corp. | 0.02% | Reduce -0.4% | 229,742 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +12.3% | 224,548 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +30.0% | 219,449 | $11.5M |
| Lido Advisors, LLC | 0.05% | New | 219,418 | $11.5M |
| Renaissance Technologies | 0.01% | Add +67.9% | 208,200 | $10.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.1% | 201,212 | $10.5M |
| Clearstead Advisors, LLC | 0.15% | Add +47.7% | 192,766 | $10.1M |
| Wealth Alliance Advisory Group, LLC | 1.80% | Reduce -2.3% | 191,195 | $10.0M |
| Crestmont Private Wealth LLC | 3.18% | Add +1.7% | 184,032 | $9.6M |
| Altura Wealth Advisors Inc. | 4.57% | Reduce -8.3% | 183,689 | $9.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +6.7% | 182,900 | $9.6M |
| MML Investors Services, LLC | 0.03% | Reduce -44.7% | 180,344 | $9.4M |
| Morton Brown Family Wealth, LLC | 2.67% | Reduce -7.8% | 177,723 | $9.3M |
| Kestra Investment Management, LLC | 0.25% | Add +3.5% | 176,894 | $9.2M |
| Shotwell Rutter Baer Inc | 5.65% | Add +4.7% | 167,307 | $8.8M |
| Rehmann Capital Advisory Group | 0.43% | Reduce -5.4% | 236,798 | $7.8M |
| Goelzer Investment Management, Inc. | 0.41% | Reduce -14.1% | 147,179 | $7.7M |
| MAI Capital Management | 0.05% | Reduce -3.0% | 146,728 | $7.7M |
| XY Planning Network, Inc. | 2.51% | No change | 143,504 | $7.4M |
| Bleakley Financial Group, LLC | 0.17% | Add +117.9% | 137,783 | $7.2M |
| TD Capital Management LLC | 0.64% | Add +4.4% | 136,781 | $7.2M |
| Keyvantage Wealth, LLC | 2.97% | Add +1.1% | 135,649 | $7.1M |
| ERn Financial, LLC | 1.33% | Add +9.6% | 128,661 | $6.7M |
| Paces Ferry Wealth Advisors, LLC | 2.79% | New | 128,341 | $6.7M |
| Equita Financial Network, Inc. | 2.27% | Add +1.3% | 128,184 | $6.7M |
| Jones Financial Companies LLLP | 0.00% | Add +24.3% | 121,842 | $6.4M |
| Allworth Financial LP | 0.03% | Reduce -1.6% | 116,644 | $6.1M |
| Fermata Advisors, LLC | 1.54% | Reduce -2.5% | 116,171 | $6.1M |
| Cerity Partners LLC | 0.01% | Reduce -30.2% | 114,070 | $6.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.7% | 113,676 | $5.9M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +699.9% | 112,919 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +217.0% | 111,204 | $5.8M |
| Prosperity Consulting Group, LLC | 0.28% | Add +22.8% | 110,506 | $5.8M |
| Newman Dignan & Sheerar, Inc. | 1.22% | Add +60.8% | 108,175 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +2.9% | 106,713 | $5.6M |
| Genesis Private Wealth, LLC | 2.33% | Add +7.7% | 106,011 | $5.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.56% | Add +0.3% | 105,445 | $5.5M |
| Avant Financial Advisors LLC | 4.07% | Add +155.4% | 103,264 | $5.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +18.9% | 102,975 | $5.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Add +21.2% | 100,819 | $5.3M |
| Certified Advisory Corp | 0.49% | Add +242.3% | 99,153 | $5.2M |
| Flagstone Financial Management | 1.36% | Reduce -8.9% | 98,474 | $5.1M |
| Mariner, LLC | 0.01% | Add +130.9% | 94,535 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -16.9% | 90,437 | $4.7M |
| TruWealth Advisors, LLC | 0.24% | New | 90,385 | $4.7M |
| Foster & Motley Inc. | 0.25% | Add +34.5% | 90,028 | $4.7M |
| BCS Wealth Management | 1.04% | Reduce -6.2% | 88,126 | $4.6M |
| Equitable Holdings, Inc. | 0.03% | Add +9.9% | 85,999 | $4.5M |
| Steph & Co. | 1.36% | Reduce -15.5% | 85,227 | $4.5M |
| Atlantic Union Bankshares Corp | 0.08% | Add +24.4% | 84,388 | $4.4M |
| Kingsview Wealth Management, LLC | 0.07% | No change | 82,387 | $4.3M |
| McKinley Carter Wealth Services, Inc. | 0.23% | Add +1.6% | 82,278 | $4.3M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +118.5% | 79,429 | $4.2M |
| WNY Asset Management, LLC | 0.40% | Add +117.9% | 78,451 | $4.1M |
| Kelman-Lazarov, Inc. | 0.59% | Reduce -3.6% | 76,118 | $4.0M |
| Optimum Investment Advisors | 1.56% | No change | 75,223 | $3.9M |
| VestGen Advisors, LLC | 0.13% | New | 75,223 | $3.9M |
| Brandywine Oak Private Wealth LLC | 0.34% | Reduce -3.8% | 75,011 | $3.9M |
| Belpointe Asset Management LLC | 0.15% | Add +27.0% | 74,804 | $3.9M |
| Old Mission Capital LLC | 0.14% | Add +241.2% | 72,473 | $3.8M |
| Benchmark Financial Wealth Advisors, LLC | 1.14% | Reduce -12.9% | 72,237 | $3.8M |
| Sand Hill Global Advisors, LLC | 0.12% | Add +0.0% | 66,418 | $3.5M |
| Paulson Wealth Management Inc. | 0.81% | Add +74.8% | 65,590 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +13.2% | 64,585 | $3.4M |
| Fortis Capital Advisors, LLC | 0.52% | Add +7.4% | 63,254 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +169.7% | 63,148 | $3.3M |
| Arrowroot Family Office, LLC | 1.28% | Add +6.5% | 61,412 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.6% | 60,941 | $3.2M |
| Elyxium Wealth, LLC | 1.11% | Add +20.0% | 60,864 | $3.2M |
| CarsonAllaria Wealth Management, Ltd. | 1.64% | Reduce -0.7% | 60,377 | $3.2M |
| Creative Planning | 0.00% | Add +52.5% | 60,058 | $3.1M |
| Beacon Capital Management, Inc. | 0.15% | No change | 60,000 | $3.1M |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.