PIMCO Income Fund-InsPIMIX
13F holders, Q1 2026 (March 31)11holders +4
5new positions
0sold out
$10.78avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding PIMCO Income Fund-Ins (PIMIX) in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 0 sold out. The largest holders were Liberty Wealth Management LLC ($5.1M), Everett Harris & Co. ($887K) and Garton & Associates Financial Advisors LLC ($701K).
- Company
- PIMCO Income Fund-Ins
- CUSIP
- 72201F490
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.9M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 547,729 shares bought and 4,738 shares sold, net +542,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Liberty Wealth Management LLC | 0.63% | New | 470,399 | $5.1M |
| Everett Harris & Co. | 0.01% | No change | 82,252 | $887K |
| Garton & Associates Financial Advisors LLC | 0.57% | Reduce -6.8% | 65,019 | $701K |
| Connors Investor Services Inc. | 0.05% | New | 51,386 | $554K |
| Redwood Wealth Management Group, LLC | 0.23% | Add +0.0% | 49,440 | $533K |
| Oakworth Capital, Inc. | 0.02% | Add +0.3% | 34,763 | $375K |
| PSI Advisors, LLC | 0.04% | New | 15,332 | $165K |
| First Merchants Corp. | 0.01% | No change | 14,698 | $158K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +192.9% | 6,031 | $65K |
| McIlrath & Eck, LLC | 0.00% | New | 4,712 | $51K |
| Estabrook Capital Management | 0.00% | New | 1,805 | $19K |
"% of holder's portfolio" is PIMIX's weight in each manager's 13F, not the share of PIMCO Income Fund-Ins the manager owns.