PIMCO Short-Term Fund-InstPTSHX

13F holders, Q3 2025 (September 30)
3holders +2
3new positions
0sold out
$9.67avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding PIMCO Short-Term Fund-Inst (PTSHX) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were CCM Investment Advisers LLC ($227K), Oakworth Capital, Inc. ($23K) and Kelleher Financial Advisors ($16K).

Company
PIMCO Short-Term Fund-Inst
CUSIP
693390601
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q3 2025: 3Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q3 2025

InstitutionsTotal Value
New Positions3$266K
Exits0$0

All 13F filers, Q1 2024 → Q3 2025: 27,479 shares bought, net +27,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

CCM Investment Advisers LLC 0.02% New 23,445 $227K
Oakworth Capital, Inc. 0.00% New 2,397 $23K
Kelleher Financial Advisors 0.00% New 1,637 $16K

"% of holder's portfolio" is PTSHX's weight in each manager's 13F, not the share of PIMCO Short-Term Fund-Inst the manager owns.