PIMCO Intermediate MunicipalMUNIETF
13F holders, Q1 2026 (March 31)436holders +23
47new positions
23sold out
2famous investors
$52.88avg. 13F price*
At the end of Q1 2026, 436 institutions reported holding PIMCO Intermediate Municipal (MUNI) in their 13F filings, up 23 from Q4 2025. 47 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($192.6M), Morgan Stanley ($184.8M) and Wells Fargo & Company ($130.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PIMCO Intermediate Municipal
- Filed as
- PIMCO ETF TR (Q1 2026)
- CUSIP
- 72201R866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $38.6M |
| Exits | 23 | $11.3M |
All 13F filers, Q4 2025 → Q1 2026: 5,531,786 shares bought and 2,158,718 shares sold, net +3,373,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| Bank of America Corp. | 0.01% | Add +15.3% | 3,690,609 | $192.6M |
| Morgan Stanley | 0.01% | Add +18.7% | 3,541,061 | $184.8M |
| Wells Fargo & Company | 0.03% | Add +21.0% | 2,490,046 | $130.0M |
| LPL Financial LLC | 0.03% | Add +10.2% | 2,231,284 | $116.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.6% | 1,106,231 | $57.6M |
| Cwm, LLC | 0.14% | Add +7.7% | 993,470 | $51.8M |
| WCG Wealth Advisors LLC | 1.41% | Add +11.4% | 962,779 | $50.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +106.9% | 909,683 | $47.5M |
| Cetera Investment Advisers | 0.04% | Add +7.3% | 788,422 | $41.1M |
| Raymond James Financial Inc. | 0.01% | Add +14.9% | 751,573 | $39.2M |
| UBS Group AG | 0.01% | Add +21.8% | 707,667 | $36.9M |
| HighTower Advisors, LLC | 0.03% | Add +8.6% | 625,140 | $32.6M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -2.5% | 615,698 | $32.1M |
| Stonebridge Financial Group, LLC | 2.61% | Add +4.9% | 607,773 | $31.7M |
| Dynasty Wealth Management, LLC | 0.27% | Reduce -5.6% | 592,190 | $30.9M |
| Focus Partners Wealth | 0.03% | Reduce -99.7% | 1,980 | $29.1M |
| NewEdge Advisors, LLC | 0.10% | Reduce -3.7% | 511,255 | $26.7M |
| MBL Wealth, LLC | 1.88% | Add +4.4% | 475,823 | $24.8M |
| Capital Analysts, LLC | 0.59% | Add +1.2% | 429,414 | $22.4M |
| Stifel Financial Corp. | 0.02% | Add +6.4% | 427,760 | $22.3M |
| Larson Financial Group LLC | 0.69% | Add +16.4% | 410,236 | $21.4M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 354,182 | $18.5M |
| Quotient Wealth Partners, LLC | 0.47% | Add +6.6% | 345,489 | $18.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.6% | 337,850 | $17.6M |
| Davis R M Inc. | 0.31% | Add +0.2% | 334,459 | $17.5M |
| Wealth Alliance Advisory Group, LLC | 2.48% | Add +57.8% | 300,458 | $15.7M |
| PW Advisors, LLC \ FL | 11.21% | Add +7.8% | 286,702 | $15.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -26.5% | 281,033 | $14.7M |
| Clearstead Advisors, LLC | 0.13% | Add +16.6% | 273,221 | $14.3M |
| Jones Financial Companies LLLP | 0.01% | Add +60.5% | 264,783 | $13.8M |
| Jane Street Group, LLC | 0.01% | Add +602.0% | 256,963 | $13.4M |
| Truist Financial Corp. | 0.02% | Add +4.2% | 255,872 | $13.4M |
| Austin Wealth Management, LLC | 2.89% | Reduce -19.1% | 243,938 | $12.7M |
| Benchmark Financial Wealth Advisors, LLC | 3.27% | Add +62.9% | 226,526 | $11.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +57.8% | 216,955 | $11.3M |
| XY Planning Network, Inc. | 1.81% | Add +15.9% | 216,985 | $11.3M |
| Avantax Planning Partners, Inc. | 0.31% | Reduce -5.4% | 215,876 | $11.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.4% | 209,552 | $10.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +8.7% | 201,269 | $10.5M |
| Crestmont Private Wealth LLC | 3.30% | Add +3.9% | 200,394 | $10.5M |
| MML Investors Services, LLC | 0.03% | Reduce -2.6% | 191,633 | $10.0M |
| Bailard, Inc. | 0.23% | Reduce -17.4% | 190,635 | $9.9M |
| Independent Advisor Alliance | 0.11% | New | 189,528 | $9.9M |
| Kestra Investment Management, LLC | 0.17% | Reduce -17.1% | 188,886 | $9.9M |
| Sagespring Wealth Partners, LLC | 0.17% | Reduce -39.0% | 181,843 | $9.5M |
| Prosperity Consulting Group, LLC | 0.42% | Add +14.9% | 180,745 | $9.4M |
| Morton Brown Family Wealth, LLC | 2.49% | Add +6.2% | 180,642 | $9.4M |
| Dakota Wealth Management | 0.20% | Add +10.5% | 177,853 | $9.3M |
| Altura Wealth Advisors Inc. | 3.94% | Reduce -5.5% | 172,955 | $9.0M |
| MAI Capital Management | 0.05% | Add +7.3% | 166,602 | $8.7M |
| Flagstone Financial Management | 2.15% | Add +43.5% | 166,076 | $8.7M |
| Rehmann Capital Advisory Group | 0.42% | Add +4.6% | 155,892 | $8.1M |
| TD Capital Management LLC | 0.73% | Add +12.2% | 155,686 | $8.1M |
| Equita Financial Network, Inc. | 2.41% | Add +2.3% | 146,845 | $7.7M |
| Bleakley Financial Group, LLC | 0.12% | Add +2.1% | 143,525 | $7.5M |
| Foster & Motley Inc. | 0.38% | Add +15.1% | 141,690 | $7.4M |
| Goelzer Investment Management, Inc. | 0.36% | Reduce -1.3% | 141,554 | $7.4M |
| Atlantic Union Bankshares Corp | 0.14% | Add +4.1% | 139,504 | $7.3M |
| Spartan Wealth Advisory Services LLC | 0.63% | — | 139,100 | $7.3M |
| Shotwell Rutter Baer Inc | 4.26% | Reduce -14.7% | 138,816 | $7.2M |
| McNamara Financial Services, Inc. | 1.36% | Add +1.5% | 138,015 | $7.2M |
| ERn Financial, LLC | 1.33% | Add +3.6% | 135,128 | $7.1M |
| Saxon Interests, Inc. | 2.32% | Add +9.1% | 128,573 | $6.7M |
| Avant Financial Advisors LLC | 4.70% | Add +5.1% | 127,965 | $6.7M |
| Newman Dignan & Sheerar, Inc. | 1.39% | Add +7.0% | 126,856 | $6.6M |
| Creative Planning | 0.00% | Add +135.6% | 125,169 | $6.5M |
| True North Advisors, LLC | 0.73% | Add +1.2% | 122,045 | $6.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +13.9% | 121,431 | $6.3M |
| Mariner, LLC | 0.01% | Reduce -4.8% | 121,026 | $6.3M |
| Keyvantage Wealth, LLC | 2.75% | Reduce -11.8% | 119,728 | $6.2M |
| Genesis Private Wealth, LLC | 1.93% | Add +1.9% | 117,410 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Add +28.0% | 116,272 | $6.1M |
| Fermata Advisors, LLC | 1.35% | Reduce -1.2% | 114,683 | $6.0M |
| Certified Advisory Corp | 0.54% | Add +8.1% | 114,549 | $6.0M |
| Paces Ferry Wealth Advisors, LLC | 2.49% | No change | 114,350 | $6.0M |
| Elyxium Wealth, LLC | 1.90% | Add +10.3% | 113,584 | $5.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.56% | Add +5.5% | 111,778 | $5.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.6% | 111,098 | $5.8M |
| Lido Advisors, LLC | 0.02% | Reduce -50.7% | 110,602 | $5.8M |
| Cerity Partners LLC | 0.01% | Reduce -47.9% | 109,865 | $5.7M |
| Allworth Financial LP | 0.02% | Reduce -3.7% | 108,152 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.3% | 103,628 | $5.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.0% | 99,126 | $5.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -6.8% | 98,494 | $5.1M |
| BCS Wealth Management | 1.01% | Reduce -46.9% | 94,554 | $4.9M |
| TruWealth Advisors, LLC | 0.23% | Add +1.5% | 92,985 | $4.9M |
| Kelman-Lazarov, Inc. | 0.67% | Add +9.1% | 89,347 | $4.7M |
| WNY Asset Management, LLC | 0.46% | — | 85,526 | $4.5M |
| Legacy Private Trust Co. | 0.27% | Add +78.5% | 83,406 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Add +3.8% | 83,053 | $4.3M |
| McKinley Carter Wealth Services, Inc. | 0.25% | Reduce -3.8% | 82,458 | $4.3M |
| Smith Partners Wealth Management, LLC | 3.81% | Add +94.3% | 81,495 | $4.3M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -3.9% | 80,088 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Add +24.1% | 78,227 | $4.1M |
| AE Wealth Management LLC | 0.02% | Add +51232.9% | 78,026 | $4.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.08% | Reduce -0.0% | 77,772 | $4.1M |
| Fortis Capital Advisors, LLC | 0.51% | Add +7.1% | 75,263 | $3.9M |
| Belpointe Asset Management LLC | 0.14% | Add +7.1% | 75,263 | $3.9M |
| Brandywine Oak Private Wealth LLC | 0.32% | Reduce -1.2% | 73,136 | $3.8M |
| Smartleaf Asset Management LLC | 0.14% | Add +52.9% | 72,541 | $3.8M |
"% of holder's portfolio" is MUNI's weight in each manager's 13F, not the share of PIMCO Intermediate Municipal the manager owns.