PIMCO Access Income FundPAXS
13F holders, Q4 2024 (December 31)68holders +12
14new positions
6sold out
1famous investor
$15.25avg. 13F price*
At the end of Q4 2024, 68 institutions reported holding PIMCO Access Income Fund (PAXS) in their 13F filings, up 12 from Q3 2024. 14 opened new positions and 6 sold out. The largest holders were UBS Group AG ($34.1M), SOL Capital Management CO ($20.0M) and Wells Fargo & Company ($17.6M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- PIMCO Access Income Fund
- CUSIP
- 72203T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.6M |
| Exits | 6 | $1.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,281,946 shares bought and 1,026,069 shares sold, net +255,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| UBS Group AG | 0.01% | Reduce -26.0% | 2,233,785 | $34.1M |
| SOL Capital Management CO | 2.23% | Add +24.0% | 1,314,494 | $20.0M |
| Wells Fargo & Company | 0.00% | Add +25.4% | 1,154,608 | $17.6M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 998,562 | $15.2M |
| Cohen & Steers, Inc. | 0.03% | Reduce -0.3% | 891,818 | $13.6M |
| Thomas J. Herzfeld Advisors, Inc. | 1.75% | Add +17.3% | 358,285 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +59.9% | 347,681 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 296,340 | $4.5M |
| Bank of America Corp. | 0.00% | Add +17.2% | 292,514 | $4.5M |
| Element Wealth, LLC | 1.82% | Add +0.6% | 228,241 | $3.5M |
| World Investment Advisors | 0.06% | Add +67.9% | 137,200 | $2.1M |
| Virtu Financial LLC | 0.10% | New | 127,339 | $1.9M |
| LPL Financial LLC | 0.00% | Add +0.3% | 124,366 | $1.9M |
| Corrado Advisors, LLC | 1.22% | Reduce -22.0% | 122,473 | $1.9M |
| Smith, Moore & Co. | 0.14% | Add +1.3% | 99,996 | $1.5M |
| Choreo, LLC | 0.02% | Add +39.7% | 82,028 | $1.2M |
| Raymond James Financial Inc. | 0.00% | — | 78,138 | $1.2M |
| Consolidated Portfolio Review Corp | 0.19% | Add +1.1% | 77,752 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +52.6% | 73,059 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Add +91.7% | 67,838 | $1.0M |
| Independent Financial Group, LLC | 0.03% | New | 57,100 | $871K |
| Osaic Holdings, Inc. | 0.00% | Add +20.5% | 53,695 | $819K |
| Cerity Partners LLC | 0.00% | No change | 50,000 | $763K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +28.6% | 45,660 | $696K |
| Bramshill Investments, LLC | 0.11% | Reduce -1.1% | 44,751 | $682K |
| Wedbush Securities Inc. | 0.02% | Add +7.3% | 44,121 | $673K |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 43,854 | $669K |
| Marex Group Ltd | 0.01% | New | 41,712 | $636K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -0.8% | 40,123 | $612K |
| Crumly & Associates Inc. | 0.17% | No change | 39,750 | $606K |
| Courier Capital LLC | 0.04% | New | 37,201 | $567K |
| Stifel Financial Corp. | 0.00% | Add +23.3% | 34,901 | $532K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.1% | 34,664 | $529K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 28,175 | $434K |
| Millennium Management | 0.00% | Reduce -65.3% | 26,087 | $398K |
| Comerica Bank | 0.00% | Add +22.1% | 25,591 | $390K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -20.4% | 24,736 | $389K |
| OneDigital Investment Advisors LLC | 0.00% | New | 23,868 | $364K |
| XTX Topco Ltd | 0.03% | New | 23,504 | $358K |
| NWF Advisory Services Inc. | 0.05% | Add +79.2% | 23,011 | $354K |
| Mathes Company, Inc. | 0.12% | No change | 22,000 | $336K |
| Novem Group | 0.05% | — | 20,755 | $317K |
| Fortitude Advisory Group L.L.C. | 0.16% | No change | 17,818 | $272K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 16,750 | $255K |
| Cetera Investment Advisers | 0.00% | New | 15,571 | $237K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -21.5% | 12,800 | $195K |
| First Trust Advisors LP | 0.00% | Add +13.4% | 12,627 | $193K |
| CreativeOne Wealth, LLC | 0.01% | New | 12,600 | $192K |
| Hilton Capital Management, LLC | 0.02% | No change | 12,000 | $183K |
| Corient Private Wealth LP | 0.00% | Reduce -41.0% | 11,562 | $176K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +5.2% | 11,445 | $175K |
| PFG Investments, LLC | 0.01% | No change | 11,409 | $174K |
| SouthState Bank Corp | 0.01% | New | 9,350 | $143K |
| Noble Wealth Management PBC | 0.08% | — | 7,500 | $114K |
| Lindbrook Capital, LLC | 0.01% | No change | 5,000 | $76K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.8% | 4,110 | $63K |
| IFP Advisors, Inc | 0.00% | Add +549.2% | 3,999 | $61K |
| Anfield Capital Management, LLC | 0.02% | New | 3,664 | $56K |
| Continuum Advisory, LLC | 0.01% | Reduce -51.7% | 2,601 | $40K |
| FNY Investment Advisers, LLC | 0.01% | No change | 800 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 700 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -1.1% | 650 | $10K |
| Harbour Investments, Inc. | 0.00% | New | 400 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | Add +2.9% | 253 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +16.1% | 252 | $4K |
| Parvin Asset Management, LLC | 0.00% | — | 200 | $3K |
| FMR LLC | 0.00% | New | 176 | $3K |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is PAXS's weight in each manager's 13F, not the share of PIMCO Access Income Fund the manager owns.