PIMCO Intermediate MunicipalMUNIETF
13F holders, Q4 2025 (December 31)413holders +31
45new positions
21sold out
2famous investors
$52.43avg. 13F price*
At the end of Q4 2025, 413 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 31 from Q3 2025. 45 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($167.8M), Morgan Stanley ($156.3M) and Wells Fargo & Company ($107.9M). 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 (Q4 2025)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $39.8M |
| Exits | 21 | $13.0M |
All 13F filers, Q3 2025 → Q4 2025: 5,307,495 shares bought and 1,390,118 shares sold, net +3,917,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 413 holders
| Bank of America Corp. | 0.01% | Add +14.6% | 3,201,666 | $167.8M |
| Morgan Stanley | 0.01% | Add +0.3% | 2,982,364 | $156.3M |
| Wells Fargo & Company | 0.02% | Add +13.7% | 2,058,236 | $107.9M |
| LPL Financial LLC | 0.03% | Add +16.5% | 2,025,038 | $106.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 1,210,598 | $63.4M |
| Cwm, LLC | 0.13% | Add +6.5% | 922,709 | $48.4M |
| WCG Wealth Advisors LLC | 1.27% | Add +241.5% | 864,545 | $45.3M |
| Cetera Investment Advisers | 0.04% | Add +0.5% | 734,796 | $38.5M |
| Raymond James Financial Inc. | 0.01% | Add +23.1% | 653,953 | $34.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +57.5% | 631,379 | $33.2M |
| Dynasty Wealth Management, LLC | 0.32% | Reduce -14.9% | 627,479 | $32.9M |
| Focus Partners Wealth | 0.04% | Reduce -1.0% | 604,880 | $31.6M |
| UBS Group AG | 0.01% | Add +2.9% | 581,013 | $30.5M |
| Stonebridge Financial Group, LLC | 2.59% | Add +5.7% | 579,532 | $30.4M |
| HighTower Advisors, LLC | 0.03% | Add +51.2% | 575,410 | $30.2M |
| NewEdge Advisors, LLC | 0.10% | Add +20.5% | 531,069 | $27.8M |
| MBL Wealth, LLC | 1.92% | Add +3.0% | 455,593 | $23.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -41.3% | 439,610 | $23.0M |
| Capital Analysts, LLC | 0.62% | Add +4.8% | 424,168 | $22.2M |
| Stifel Financial Corp. | 0.02% | Add +83.2% | 402,110 | $21.1M |
| Osaic Holdings, Inc. | 0.03% | Add +18.0% | 382,501 | $20.1M |
| Royal Bank of Canada | 0.00% | Add +57.2% | 352,924 | $18.5M |
| Larson Financial Group LLC | 0.62% | Add +17.0% | 352,308 | $18.5M |
| Davis R M Inc. | 0.30% | Add +7.6% | 333,667 | $17.5M |
| Quotient Wealth Partners, LLC | 0.45% | Add +7.0% | 324,128 | $17.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +13.7% | 314,072 | $16.5M |
| Austin Wealth Management, LLC | 2.35% | Reduce -0.6% | 301,419 | $15.9M |
| Sagespring Wealth Partners, LLC | 0.28% | Reduce -14.2% | 298,005 | $15.6M |
| PW Advisors, LLC \ FL | 11.19% | — | 265,967 | $13.9M |
| Truist Financial Corp. | 0.02% | Add +6.9% | 245,542 | $12.9M |
| Clearstead Advisors, LLC | 0.15% | Add +21.5% | 234,261 | $12.3M |
| Bailard, Inc. | 0.27% | Reduce -1.4% | 230,890 | $12.1M |
| Avantax Planning Partners, Inc. | 0.33% | Reduce -8.0% | 228,113 | $12.0M |
| Kestra Investment Management, LLC | 0.29% | Add +28.8% | 227,919 | $11.9M |
| Lido Advisors, LLC | 0.05% | Add +2.3% | 224,400 | $11.7M |
| Cerity Partners LLC | 0.02% | Add +84.8% | 210,832 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.8% | 206,744 | $10.8M |
| MML Investors Services, LLC | 0.03% | Add +9.1% | 196,834 | $10.3M |
| Crestmont Private Wealth LLC | 3.29% | Add +4.8% | 192,937 | $10.1M |
| Wealth Alliance Advisory Group, LLC | 1.71% | Reduce -0.4% | 190,455 | $10.0M |
| XY Planning Network, Inc. | 1.71% | Add +30.5% | 187,252 | $9.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +1.2% | 185,145 | $9.7M |
| Altura Wealth Advisors Inc. | 4.13% | Reduce -0.4% | 182,969 | $9.6M |
| BCS Wealth Management | 0.94% | Add +101.9% | 177,958 | $9.3M |
| Morton Brown Family Wealth, LLC | 2.43% | Reduce -4.3% | 170,176 | $8.9M |
| Jones Financial Companies LLLP | 0.01% | Add +35.4% | 164,995 | $8.6M |
| Shotwell Rutter Baer Inc | 5.15% | Reduce -2.8% | 162,700 | $8.6M |
| Dakota Wealth Management | 0.15% | New | 160,959 | $8.4M |
| Prosperity Consulting Group, LLC | 0.37% | Add +42.4% | 157,336 | $8.2M |
| MAI Capital Management | 0.05% | Add +5.8% | 155,313 | $8.1M |
| Rehmann Capital Advisory Group | 0.41% | Reduce -37.1% | 149,002 | $7.8M |
| Equita Financial Network, Inc. | 2.27% | Add +12.0% | 143,595 | $7.5M |
| Goelzer Investment Management, Inc. | 0.35% | Reduce -2.6% | 143,409 | $7.5M |
| Bleakley Financial Group, LLC | 0.13% | Add +2.0% | 140,556 | $7.4M |
| Benchmark Financial Wealth Advisors, LLC | 2.09% | Add +92.5% | 139,075 | $7.3M |
| TD Capital Management LLC | 0.65% | Add +1.4% | 138,728 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.6% | 137,471 | $7.2M |
| McNamara Financial Services, Inc. | 1.35% | Add +2356.2% | 135,973 | $7.1M |
| Keyvantage Wealth, LLC | 3.04% | Add +0.0% | 135,680 | $7.1M |
| Atlantic Union Bankshares Corp | 0.13% | Add +58.8% | 133,992 | $7.0M |
| ERn Financial, LLC | 1.28% | Add +1.3% | 130,377 | $6.8M |
| Mariner, LLC | 0.01% | Add +34.5% | 127,115 | $6.7M |
| Foster & Motley Inc. | 0.34% | Add +36.7% | 123,094 | $6.5M |
| Citadel Advisors | 0.00% | Add +143.4% | 122,343 | $6.4M |
| Avant Financial Advisors LLC | 4.59% | Add +17.9% | 121,730 | $6.4M |
| True North Advisors, LLC | 0.82% | New | 120,549 | $6.3M |
| Newman Dignan & Sheerar, Inc. | 1.30% | Add +9.6% | 118,574 | $6.2M |
| Saxon Interests, Inc. | 2.18% | Add +424.4% | 117,829 | $6.2M |
| Fermata Advisors, LLC | 1.46% | Reduce -0.1% | 116,076 | $6.1M |
| Flagstone Financial Management | 1.56% | Add +17.5% | 115,713 | $6.1M |
| Genesis Private Wealth, LLC | 1.87% | Add +8.7% | 115,242 | $6.0M |
| Paces Ferry Wealth Advisors, LLC | 2.43% | Reduce -10.9% | 114,350 | $6.0M |
| Allworth Financial LP | 0.02% | Reduce -3.7% | 112,323 | $5.9M |
| Integrated Wealth Concepts LLC | 0.07% | Add +3.5% | 106,563 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +74.3% | 106,237 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.6% | 106,037 | $5.6M |
| Financial Synergies Wealth Advisors, Inc. | 0.54% | Add +0.5% | 105,999 | $5.6M |
| Certified Advisory Corp | 0.51% | Add +6.9% | 105,978 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -6.4% | 105,702 | $5.5M |
| Elyxium Wealth, LLC | 1.50% | Add +69.3% | 103,027 | $5.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.1% | 102,202 | $5.4M |
| TruWealth Advisors, LLC | 0.23% | Add +1.4% | 91,641 | $4.8M |
| Equitable Holdings, Inc. | 0.03% | Add +5.6% | 90,833 | $4.8M |
| McKinley Carter Wealth Services, Inc. | 0.25% | Add +4.1% | 85,677 | $4.5M |
| Steph & Co. | 1.29% | Add +0.5% | 85,644 | $4.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +1.1% | 83,301 | $4.4M |
| Kelman-Lazarov, Inc. | 0.61% | Add +7.6% | 81,905 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +23.9% | 80,006 | $4.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.08% | Reduce -22.8% | 77,790 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +35.6% | 75,230 | $3.9M |
| Brandywine Oak Private Wealth LLC | 0.33% | Reduce -1.3% | 74,041 | $3.9M |
| VestGen Advisors, LLC | 0.16% | Reduce -4.2% | 72,034 | $3.8M |
| Fortis Capital Advisors, LLC | 0.54% | Add +11.1% | 70,275 | $3.7M |
| Belpointe Asset Management LLC | 0.13% | Reduce -6.0% | 70,275 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -23.8% | 68,892 | $3.6M |
| Renaissance Technologies | 0.01% | Reduce -67.9% | 66,800 | $3.5M |
| Sand Hill Global Advisors, LLC | 0.12% | No change | 66,418 | $3.5M |
| PAX Financial Group, LLC | 0.59% | Add +18.4% | 65,686 | $3.4M |
| Paulson Wealth Management Inc. | 0.77% | Reduce -2.4% | 63,995 | $3.4M |
| Corient Private Wealth LP | 0.00% | Add +7.2% | 63,545 | $3.3M |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.