PIMCO Income Fund-InsPIMIX
13F holders, Q3 2025 (September 30)8holders
2new positions
2sold out
$10.88avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding PIMCO Income Fund-Ins (PIMIX) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were Everett Harris & Co. ($895K), Redwood Wealth Management Group, LLC ($586K) and Connors Investor Services Inc. ($242K).
- Company
- PIMCO Income Fund-Ins
- CUSIP
- 72201F490
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $117K |
| Exits | 2 | $439K |
All 13F filers, Q2 2025 → Q3 2025: 18,242 shares bought and 45,705 shares sold, net −27,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Everett Harris & Co. | 0.01% | No change | 82,252 | $895K |
| Redwood Wealth Management Group, LLC | 0.25% | Reduce -3.5% | 53,857 | $586K |
| Connors Investor Services Inc. | 0.02% | Add +50.5% | 22,263 | $242K |
| PSI Advisors, LLC | 0.05% | Reduce -14.1% | 18,217 | $198K |
| First Merchants Corp. | 0.01% | No change | 14,698 | $160K |
| CCM Investment Advisers LLC | 0.01% | New | 10,367 | $113K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 1,564 | $17K |
| Oakworth Capital, Inc. | 0.00% | New | 408 | $4K |
"% of holder's portfolio" is PIMIX's weight in each manager's 13F, not the share of PIMCO Income Fund-Ins the manager owns.