PIMCO Income Fund-InsPIMIX

13F holders, Q2 2025 (June 30)
8holders +4
4new positions
0sold out
$10.77avg. 13F price*

At the end of Q2 2025, 8 institutions reported holding PIMCO Income Fund-Ins (PIMIX) in their 13F filings, up 4 from Q1 2025. 4 opened new positions and 0 sold out. The largest holders were Everett Harris & Co. ($886K), Redwood Wealth Management Group, LLC ($601K) and Great Lakes Advisors, LLC ($357K).

Company
PIMCO Income Fund-Ins
CUSIP
72201F490
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 4Q1 2025Q2 2025: 8Q2 2025Q3 2025: 8Q3 2025Q4 2025: 7Q4 2025Q1 2026: 11Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$827K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 142,422 shares bought, net +142,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Everett Harris & Co. 0.01% Add +394.8% 82,252 $886K
Redwood Wealth Management Group, LLC 0.27% Add +0.0% 55,802 $601K
Great Lakes Advisors, LLC 0.00% New 33,134 $357K
PSI Advisors, LLC 0.11% New 21,203 $228K
Connors Investor Services Inc. 0.01% New 14,796 $159K
First Merchants Corp. 0.01% No change 14,698 $158K
Brooklyn Investment Group 0.01% New 7,640 $82K
Financial Gravity Companies, Inc. 0.01% — 6,835 $74K

"% of holder's portfolio" is PIMIX's weight in each manager's 13F, not the share of PIMCO Income Fund-Ins the manager owns.