PIMCO High Income FundPHK
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 123 institutions reported holding PIMCO High Income Fund (PHK) in their 13F filings, up 12 from Q3 2024. 21 opened new positions and 8 sold out. The largest holders were Rivernorth Capital Management, LLC ($23.7M), LPL Financial LLC ($7.9M) and Bank of America Corp. ($6.3M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO High Income Fund
- CUSIP
- 722014107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $2.0M |
| Exits | 8 | $524K |
All 13F filers, Q3 2024 → Q4 2024: 2,527,129 shares bought and 414,758 shares sold, net +2,112,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Rivernorth Capital Management, LLC | 1.14% | Reduce -1.1% | 4,885,052 | $23.7M |
| LPL Financial LLC | 0.00% | Add +54.3% | 1,624,495 | $7.9M |
| Bank of America Corp. | 0.00% | Add +7.1% | 1,290,578 | $6.3M |
| Invesco Ltd. | 0.00% | Add +5.2% | 1,160,069 | $5.6M |
| Cohen & Steers, Inc. | 0.01% | Add +10.3% | 1,063,601 | $5.2M |
| Guggenheim Capital LLC | 0.03% | Add +84.1% | 815,826 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 779,132 | $3.8M |
| Morgan Stanley | 0.00% | Add +0.5% | 776,339 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.5% | 733,254 | $3.6M |
| Apollon Wealth Management, LLC | 0.07% | Add +40.5% | 625,563 | $3.0M |
| Cetera Investment Advisers | 0.00% | Reduce -1.9% | 483,948 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +30.7% | 480,025 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.7% | 457,872 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +88.1% | 394,445 | $1.9M |
| Noble Wealth Management PBC | 1.08% | — | 319,755 | $1.6M |
| Principal Securities, Inc. | 0.03% | Add +4.3% | 298,663 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +5.0% | 297,590 | $1.4M |
| Marks Group Wealth Management, Inc | 0.13% | No change | 280,669 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Reduce -15.7% | 239,057 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +105.4% | 200,162 | $973K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +105.4% | 200,162 | $973K |
| UBS Group AG | 0.00% | Reduce -33.5% | 180,987 | $880K |
| Raymond James Financial Inc. | 0.00% | — | 175,818 | $854K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.0% | 165,300 | $803K |
| Millennium Management | 0.00% | Add +8.9% | 152,512 | $741K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 152,296 | $740K |
| Rathbones Group PLC | 0.00% | No change | 131,400 | $639K |
| SFI Advisors, LLC | 0.43% | Add +27.6% | 125,576 | $610K |
| Thrivent Financial for Lutherans | 0.00% | Add +13.4% | 116,815 | $568K |
| Marex Group Ltd | 0.01% | New | 109,680 | $533K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.7% | 101,398 | $493K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.2% | 97,683 | $475K |
| Wells Fargo & Company | 0.00% | Add +550.0% | 88,235 | $429K |
| Avantax Advisory Services, Inc. | 0.00% | Add +74.3% | 88,118 | $428K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.3% | 81,051 | $396K |
| Integrated Capital Management, Inc. | 0.25% | Add +6.4% | 65,276 | $317K |
| Founders Financial Alliance, LLC | 0.09% | Add +3.8% | 64,887 | $315K |
| Royal Bank of Canada | 0.00% | Add +0.7% | 58,976 | $287K |
| PFG Investments, LLC | 0.02% | Reduce -6.9% | 58,998 | $287K |
| Readystate Asset Management LP | 0.02% | New | 54,997 | $267K |
| Creekside Partners | 0.13% | No change | 50,028 | $243K |
| MML Investors Services, LLC | 0.00% | Add +59.8% | 46,860 | $228K |
| Mgo One Seven LLC | 0.01% | Reduce -2.7% | 41,360 | $201K |
| Stifel Financial Corp. | 0.00% | Add +32.1% | 41,300 | $201K |
| CoreCap Advisors, LLC | 0.01% | Add +2.1% | 39,726 | $193K |
| Carl P. Sherr & Co., LLC | 0.09% | No change | 36,800 | $179K |
| Moors & Cabot, Inc. | 0.01% | Reduce -15.0% | 35,500 | $173K |
| Synovus Financial Corp. | 0.00% | No change | 35,395 | $172K |
| Independent Advisor Alliance | 0.00% | New | 33,896 | $165K |
| Iams Wealth Management, LLC | 0.07% | No change | 30,000 | $146K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 29,736 | $145K |
| Independent Financial Group, LLC | 0.00% | Add +1.9% | 27,500 | $134K |
| Belpointe Asset Management LLC | 0.01% | No change | 25,000 | $121K |
| Centric Wealth Management | 0.03% | Add +18.2% | 24,847 | $121K |
| International Private Wealth Advisors LLC | 0.12% | Add +2.7% | 24,598 | $120K |
| KPP Advisory Services LLC | 0.03% | No change | 23,845 | $116K |
| Tempus Wealth Planning, LLC | 0.04% | Reduce -7.5% | 23,626 | $115K |
| Spire Wealth Management | 0.00% | Reduce -1.6% | 23,268 | $113K |
| Scotia Capital Inc. | 0.00% | No change | 22,750 | $111K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 22,631 | $110K |
| Mercer Global Advisors Inc. | 0.00% | New | 22,460 | $109K |
| Citadel Advisors | 0.00% | New | 22,171 | $108K |
| Mariner, LLC | 0.00% | Add +24.6% | 21,512 | $105K |
| Madison Wealth Partners, Inc | 0.03% | No change | 21,350 | $104K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 21,240 | $103K |
| Susquehanna International Group, LLP | 0.00% | New | 21,178 | $103K |
| WT Wealth Management | 0.03% | No change | 20,893 | $102K |
| Walleye Capital LLC | 0.00% | New | 20,348 | $99K |
| Ceeto Capital Group, LLC | 0.04% | No change | 20,000 | $98K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -5.1% | 19,925 | $97K |
| Moloney Securities Asset Management, LLC | 0.01% | New | 19,599 | $95K |
| Alpha Cubed Investments, LLC | 0.00% | New | 19,187 | $93K |
| Elequin Capital, LP | 0.01% | New | 19,130 | $93K |
| Western Wealth Management, LLC | 0.00% | New | 18,140 | $88K |
| Bryn Mawr Trust Advisors, LLC | 0.00% | Reduce -18.4% | 17,209 | $84K |
| HighTower Advisors, LLC | 0.00% | Add +13.4% | 16,886 | $82K |
| Lion Street Advisors, LLC | 0.03% | No change | 16,583 | $81K |
| Wagner Wealth Management, LLC | 0.02% | No change | 16,309 | $79K |
| Valley Financial Group, Inc. | 0.05% | Reduce -18.1% | 16,250 | $79K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.4% | 15,500 | $76K |
| Sigma Planning Corp | 0.00% | Reduce -56.4% | 15,070 | $73K |
| Ameritas Advisory Services, LLC | 0.00% | Add +3.4% | 14,488 | $70K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +0.3% | 13,779 | $68K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 13,800 | $67K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.6% | 12,267 | $60K |
| Shulman DeMeo Asset Management LLC | 0.02% | No change | 12,028 | $58K |
| RMR Wealth Builders | 0.01% | Add +2.2% | 11,529 | $56K |
| Anfield Capital Management, LLC | 0.02% | New | 11,407 | $55K |
| CreativeOne Wealth, LLC | 0.00% | New | 10,993 | $53K |
| Brookstone Capital Management | 0.00% | Add +0.2% | 10,979 | $53K |
| Cibc World Market Inc. | 0.00% | No change | 11,000 | $53K |
| Mutual Advisors, LLC | 0.00% | No change | 10,777 | $53K |
| E&G Advisors, LLC | 0.01% | No change | 10,800 | $52K |
| International Assets Investment Management, LLC | 0.00% | No change | 10,700 | $52K |
| Carnegie Lake Advisors LLC | 0.02% | New | 10,260 | $50K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 10,088 | $49K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 10,000 | $49K |
| Cornerstone Wealth Management, LLC | 0.00% | No change | 10,000 | $49K |
| Sugar Maple Asset Management, LLC | 0.03% | New | 7,448 | $36K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,577 | $27K |
"% of holder's portfolio" is PHK's weight in each manager's 13F, not the share of PIMCO High Income Fund the manager owns.