PIMCO Income Fund-InsPIMIX
13F holders, Q4 2025 (December 31)7holders −1
1new positions
3sold out
$10.99avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding PIMCO Income Fund-Ins (PIMIX) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 3 sold out. The largest holders were Everett Harris & Co. ($904K), Garton & Associates Financial Advisors LLC ($767K) and Redwood Wealth Management Group, LLC ($543K).
- Company
- PIMCO Income Fund-Ins
- CUSIP
- 72201F490
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $76K |
| Exits | 3 | $553K |
All 13F filers, Q3 2025 → Q4 2025: 41,642 shares bought and 55,284 shares sold, net −13,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Everett Harris & Co. | 0.01% | No change | 82,252 | $904K |
| Garton & Associates Financial Advisors LLC | 0.44% | — | 69,757 | $767K |
| Redwood Wealth Management Group, LLC | 0.23% | Reduce -8.2% | 49,420 | $543K |
| Oakworth Capital, Inc. | 0.02% | Add +8395.1% | 34,660 | $381K |
| First Merchants Corp. | 0.01% | No change | 14,698 | $162K |
| Motiv8 Investments LLC | 0.04% | New | 6,895 | $76K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +31.6% | 2,059 | $23K |
"% of holder's portfolio" is PIMIX's weight in each manager's 13F, not the share of PIMCO Income Fund-Ins the manager owns.