PIMCO Corporate & Income OppPTY
13F holders, Q2 2025 (June 30)204holders +13
24new positions
14sold out
1famous investor
$13.94avg. 13F price*
At the end of Q2 2025, 204 institutions reported holding PIMCO Corporate & Income Opp (PTY) in their 13F filings, up 13 from Q1 2025. 24 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($36.2M), Morgan Stanley ($35.7M) and Northwestern Mutual Wealth Management Co. ($27.3M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- PIMCO Corporate & Income Opp
- CUSIP
- 72201B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $24.5M |
| Exits | 14 | $3.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,627,308 shares bought and 790,149 shares sold, net +2,837,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 204 holders
| LPL Financial LLC | 0.01% | Add +6.1% | 2,600,746 | $36.2M |
| Morgan Stanley | 0.00% | Add +2.3% | 2,568,701 | $35.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +12.9% | 1,963,850 | $27.3M |
| XML Financial, LLC | 1.83% | Add +1.4% | 1,512,364 | $21.0M |
| Cetera Investment Advisers | 0.03% | Add +1.8% | 1,466,153 | $20.4M |
| Invesco Ltd. | 0.00% | New | 1,179,006 | $16.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -13.9% | 932,377 | $13.0M |
| Osaic Holdings, Inc. | 0.02% | Add +16.3% | 787,260 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.5% | 726,392 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.2% | 688,430 | $9.6M |
| Bank of America Corp. | 0.00% | Add +10.1% | 636,884 | $8.9M |
| PFG Investments, LLC | 0.49% | Add +1.5% | 598,332 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Add +17.5% | 578,015 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +74.8% | 476,207 | $6.6M |
| Axxcess Wealth Management, LLC | 0.15% | Add +2.4% | 460,307 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.2% | 435,279 | $6.1M |
| Accel Wealth Management | 2.02% | Add +2.1% | 434,285 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +20.8% | 391,171 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +425.1% | 333,526 | $4.6M |
| Evergreen Wealth Management, LLC | 2.55% | Add +2.9% | 327,266 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +10.1% | 258,527 | $3.6M |
| Equitable Holdings, Inc. | 0.03% | Add +54.5% | 239,400 | $3.3M |
| Strategic Wealth Partners, Ltd. | 0.22% | — | 198,042 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.3% | 193,331 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -39.7% | 192,653 | $2.7M |
| Smith Asset Management Co., LLC | 2.22% | Add +10.6% | 184,908 | $2.6M |
| Ascentis Independent Advisors | 0.45% | Reduce -0.3% | 175,769 | $2.4M |
| Principal Securities, Inc. | 0.05% | Add +12.1% | 175,601 | $2.4M |
| Sovran Advisors, LLC | 0.25% | Add +0.3% | 168,677 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -3.4% | 158,705 | $2.2M |
| Zullo Investment Group, Inc. | 0.88% | Add +15.6% | 155,678 | $2.2M |
| Consolidated Portfolio Review Corp | 0.25% | New | 128,837 | $1.8M |
| Wealthspire Advisors, LLC | 0.01% | Add +33.5% | 127,095 | $1.8M |
| Plotkin Financial Advisors, LLC | 0.97% | Add +3.3% | 126,685 | $1.8M |
| M&T Bank Corp | 0.01% | No change | 125,022 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -20.4% | 120,499 | $1.7M |
| Triumph Capital Management | 0.48% | Add +107.4% | 115,161 | $1.6M |
| Elm3 Financial Group, LLC | 1.29% | Add +12.3% | 111,940 | $1.6M |
| Covenant Asset Management, LLC | 0.32% | Add +1.2% | 111,597 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Reduce -10.7% | 105,139 | $1.5M |
| Orleans Capital Management Corp. | 0.77% | Add +2.1% | 104,655 | $1.5M |
| Integrity Alliance, Llc. | 0.08% | Add +3.5% | 102,953 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +22.9% | 102,029 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +0.4% | 101,430 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | New | 93,692 | $1.3M |
| NBT Bank, N.A. | 0.08% | No change | 88,400 | $1.2M |
| Samalin Investment Counsel, LLC | 0.47% | Add +3.8% | 86,888 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.0% | 85,493 | $1.2M |
| C2C Wealth Management, LLC | 1.03% | Add +13.7% | 82,100 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.0% | 81,408 | $1.1M |
| UBS Group AG | 0.00% | Add +9.1% | 78,287 | $1.1M |
| Prosperity Wealth Management, Inc. | 0.38% | Reduce -4.3% | 72,950 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.2% | 72,148 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +4.5% | 71,608 | $996K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 69,524 | $967K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -1.2% | 65,922 | $917K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.4% | 63,609 | $885K |
| Exencial Wealth Advisors, LLC | 0.03% | No change | 63,530 | $884K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -25.4% | 59,740 | $831K |
| Guggenheim Capital LLC | 0.01% | New | 56,931 | $792K |
| Jane Street Group, LLC | 0.00% | Add +71.7% | 56,090 | $780K |
| Presper Financial Architects, LLC | 0.57% | — | 55,325 | $770K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +11.0% | 54,578 | $759K |
| MML Investors Services, LLC | 0.00% | Add +6.5% | 53,572 | $745K |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 53,347 | $742K |
| UMB Bank, n.a. | 0.01% | New | 52,000 | $723K |
| Mindset Wealth Management, LLC | 0.24% | No change | 51,785 | $720K |
| Ghe, LLC | 0.32% | Add +1.0% | 51,450 | $716K |
| Diversify Wealth Management, LLC | 0.04% | Add +17.0% | 51,410 | $715K |
| Neuberger Berman Group LLC | 0.00% | No change | 50,210 | $698K |
| Mariner, LLC | 0.00% | Add +14.4% | 49,774 | $692K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +64.0% | 46,677 | $649K |
| NWF Advisory Services Inc. | 0.08% | Add +3.4% | 45,640 | $635K |
| Millennium Management | 0.00% | New | 44,073 | $613K |
| Integrity Financial Corp | 0.31% | Add +8.3% | 42,804 | $600K |
| Nwam LLC | 0.03% | Add +14.5% | 42,958 | $599K |
| Hollencrest Capital Management | 0.03% | No change | 42,866 | $596K |
| Sigma Planning Corp | 0.02% | Reduce -19.2% | 42,198 | $587K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -4.1% | 40,239 | $560K |
| Madison Wealth Partners, Inc | 0.12% | Reduce -11.2% | 39,535 | $550K |
| Capital Advisory Group Advisory Services, LLC | 0.20% | Add +7.3% | 39,376 | $548K |
| Accelerate Investment Advisors LLC | 0.40% | Add +48.4% | 38,493 | $535K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.2% | 34,708 | $483K |
| Avior Wealth Management, LLC | 0.02% | No change | 33,790 | $470K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.2% | 33,546 | $467K |
| Main Street Group, LTD | 0.17% | Add +15.8% | 32,827 | $457K |
| Arlington Capital Management, Inc. | 0.38% | New | 31,211 | $434K |
| Red Door Wealth Management, LLC | 0.05% | Reduce -9.1% | 30,118 | $419K |
| Collaborative Wealth Managment Inc. | 0.18% | Reduce -2.1% | 29,828 | $415K |
| Lido Advisors, LLC | 0.00% | New | 28,675 | $399K |
| D.A. Davidson & Co. | 0.00% | Reduce -10.7% | 28,152 | $392K |
| Argyle Capital Partners, LLC | 0.32% | No change | 27,817 | $387K |
| Copperwynd Financial, LLC | 0.10% | Add +2.3% | 27,411 | $381K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -18.8% | 26,189 | $376K |
| Objective Capital Management, LLC | 0.41% | Reduce -39.7% | 26,536 | $369K |
| TPG Advisors LLC | 0.26% | Add +15.1% | 26,095 | $363K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +1.1% | 26,005 | $362K |
| Choreo, LLC | 0.01% | Add +0.5% | 25,703 | $361K |
| Apexium Financial, LP | 0.02% | Add +14.3% | 25,207 | $354K |
| Tableaux LLC | 0.20% | New | 24,570 | $342K |
| Rathbones Group PLC | 0.00% | No change | 24,000 | $334K |
| Avestar Capital, LLC | 0.02% | No change | 23,000 | $323K |
| Dodds Wealth, LLC | 0.09% | No change | 23,113 | $322K |
| Optimum Investment Advisors | 0.14% | No change | 22,900 | $319K |
| Centaurus Financial, Inc. | 0.02% | Add +1.1% | 22,574 | $314K |
| Iams Wealth Management, LLC | 0.14% | Add +0.7% | 22,145 | $308K |
| Taylor & Morgan Wealth Management, LLC | 0.21% | Add +2.5% | 21,933 | $305K |
| Patron Partners, LLC | 0.15% | Add +0.4% | 21,336 | $297K |
| Capital Market Strategies LLC | 0.20% | New | 20,965 | $292K |
| Capital Analysts, LLC | 0.01% | Add +2.8% | 20,110 | $280K |
| Kingsview Wealth Management, LLC | 0.00% | Add +83.5% | 20,126 | $280K |
| Grey Ledge Advisors, LLC | 0.07% | Add +2.6% | 19,940 | $277K |
| Virtu Financial LLC | 0.01% | New | 19,526 | $272K |
| Verus Capital Partners, LLC | 0.02% | Reduce -0.9% | 19,432 | $270K |
| RMG Wealth Management LLC | 0.04% | — | 19,167 | $265K |
| Gill Capital Partners, LLC | 0.08% | No change | 18,686 | $260K |
| Composition Wealth, LLC | 0.00% | Add +19.0% | 18,430 | $256K |
| SYM FINANCIAL Corp | 0.03% | No change | 18,269 | $254K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.5% | 18,088 | $252K |
| Wealth Alliance Advisory Group, LLC | 0.05% | No change | 17,847 | $248K |
| Two Sigma Securities, LLC | 0.03% | Add +16.2% | 17,503 | $243K |
| CFO4Life Group, LLC | 0.04% | No change | 17,458 | $243K |
| AE Wealth Management LLC | 0.00% | Add +1.0% | 17,334 | $241K |
| Comerica Bank | 0.00% | Reduce -13.4% | 17,069 | $237K |
| Beam Wealth Advisors, Inc. | 0.07% | Add +2.6% | 16,914 | $235K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 16,745 | $233K |
| Harbour Investments, Inc. | 0.01% | Add +15.5% | 16,400 | $228K |
| Patten & Patten Inc. | 0.01% | New | 16,152 | $225K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.0% | 16,008 | $223K |
| Allworth Financial LP | 0.00% | Add +210.1% | 15,547 | $216K |
| Institute for Wealth Management, LLC. | 0.02% | Add +9.5% | 15,036 | $209K |
| Disciplined Investments, LLC | 0.09% | No change | 15,000 | $209K |
| Captrust Financial Advisors | 0.00% | Add +10.0% | 14,990 | $209K |
| Semus Wealth Partners LLC | 0.13% | Add +0.3% | 14,851 | $207K |
| Creative Planning | 0.00% | Reduce -16.8% | 14,312 | $199K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 14,271 | $199K |
| Private Trust Co. NA | 0.02% | No change | 14,095 | $196K |
| Modern Wealth Management, LLC | 0.00% | Add +6.0% | 13,826 | $192K |
| BlackRock, Inc. | 0.00% | No change | 13,575 | $189K |
| Wedbush Securities Inc. | 0.01% | Reduce -24.5% | 13,385 | $186K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 12,256 | $170K |
| Beacon Financial Advisory LLC | 0.04% | Add +8.3% | 12,116 | $169K |
| Instrumental Wealth, LLC | 0.13% | Add +2.3% | 12,104 | $167K |
| TFG Advisers LLC | 0.06% | Reduce -2.6% | 11,978 | $167K |
| Global Retirement Partners, LLC | 0.00% | — | 11,503 | $160K |
| Apollon Wealth Management, LLC | 0.00% | New | 11,095 | $154K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.3% | 10,955 | $152K |
| Independent Advisor Alliance | 0.00% | No change | 10,608 | $148K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 10,426 | $145K |
| Sowell Financial Services LLC | 0.01% | New | 10,399 | $145K |
| Scotia Capital Inc. | 0.00% | New | 10,341 | $144K |
| StoneX Group Inc. | 0.01% | Reduce -38.6% | 10,241 | $143K |
| IHT Wealth Management, LLC | 0.00% | Add +0.2% | 10,203 | $142K |
| Stephens Inc. | 0.00% | No change | 10,200 | $142K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -78.1% | 10,048 | $141K |
| International Assets Investment Management, LLC | 0.01% | New | 10,021 | $139K |
| Belpointe Asset Management LLC | 0.01% | Reduce -63.5% | 10,000 | $139K |
| Ameritas Advisory Services, LLC | 0.01% | New | 8,244 | $115K |
| Farther Finance Advisors, LLC | 0.00% | Add +31.6% | 7,735 | $108K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 6,700 | $93K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 6,109 | $85K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 6,000 | $84K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 5,415 | $75K |
| Spire Wealth Management | 0.00% | Reduce -40.3% | 4,479 | $62K |
| Cwm, LLC | 0.00% | Add +16.8% | 3,791 | $53K |
| Bank of New Hampshire | 0.01% | No change | 3,425 | $48K |
| Jones Financial Companies LLLP | 0.00% | New | 3,350 | $46K |
| FNY Investment Advisers, LLC | 0.02% | No change | 3,200 | $44K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.0% | 3,122 | $43K |
| Nova Wealth Management, Inc. | 0.03% | No change | 3,025 | $42K |
| MAI Capital Management | 0.00% | Reduce -9.1% | 3,000 | $42K |
| Rothschild Investment LLC | 0.00% | No change | 2,694 | $37K |
| Versant Capital Management, Inc | 0.01% | No change | 2,500 | $35K |
| Webster Bank, N. A. | 0.00% | No change | 2,200 | $31K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +2.5% | 1,986 | $28K |
| Kiker Wealth Management, LLC | 0.02% | No change | 1,965 | $27K |
| CoreCap Advisors, LLC | 0.00% | Reduce -50.6% | 1,950 | $27K |
| Pin Oak Investment Advisors Inc. | 0.02% | Add +42.0% | 1,713 | $24K |
| Heritage Wealth Advisors | 0.00% | No change | 1,620 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 1,600 | $22K |
| Fifth Third Bancorp | 0.00% | New | 1,599 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 1,500 | $21K |
| Assetmark, Inc. | 0.00% | Reduce -54.8% | 1,319 | $18K |
| Princeton Global Asset Management LLC | 0.00% | Add +2.6% | 1,235 | $17K |
| SWAN Capital LLC | 0.01% | No change | 1,115 | $16K |
| Crewe Advisors LLC | 0.00% | No change | 850 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -13.3% | 850 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 745 | $10K |
| US Bancorp \de | 0.00% | No change | 715 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 700 | $10K |
| Fortitude Family Office, LLC | 0.00% | No change | 700 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 602 | $8K |
| Coston, McIsaac & Partners | 0.00% | Add +2.6% | 621 | $8K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 500 | $7K |
| Garde Capital, Inc. | 0.00% | No change | 400 | $6K |
| Trust Co. of Vermont | 0.00% | No change | 383 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Add +27.2% | 341 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 300 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 226 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 151 | $2K |
| Total Investment Management Inc. | 0.00% | New | 14 | $196 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 11 | $153 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2 | $28 |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 2 | $28 |
"% of holder's portfolio" is PTY's weight in each manager's 13F, not the share of PIMCO Corporate & Income Opp the manager owns.