PIMCO Corporate & Income OppPTY
13F holders, Q3 2025 (September 30)203holders −1
21new positions
19sold out
1famous investor
$14.46avg. 13F price*
At the end of Q3 2025, 203 institutions reported holding PIMCO Corporate & Income Opp (PTY) in their 13F filings, down 1 from Q2 2025. 21 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($40.1M), Morgan Stanley ($37.5M) and Northwestern Mutual Wealth Management Co. ($33.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $3.7M |
| Exits | 19 | $3.3M |
All 13F filers, Q2 2025 → Q3 2025: 2,610,734 shares bought and 1,288,888 shares sold, net +1,321,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| LPL Financial LLC | 0.01% | Add +6.7% | 2,774,705 | $40.1M |
| Morgan Stanley | 0.00% | Add +1.0% | 2,594,146 | $37.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +19.6% | 2,349,452 | $33.9M |
| XML Financial, LLC | 1.81% | Add +2.0% | 1,543,341 | $22.3M |
| Invesco Ltd. | 0.00% | Add +5.2% | 1,240,732 | $17.9M |
| Cetera Investment Advisers | 0.02% | Reduce -26.4% | 1,079,547 | $15.6M |
| Raymond James Financial Inc. | 0.00% | Add +8.5% | 787,869 | $11.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.0% | 771,676 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 717,047 | $10.4M |
| Private Advisor Group, LLC | 0.05% | Add +23.2% | 712,068 | $10.3M |
| Bank of America Corp. | 0.00% | Add +4.4% | 665,007 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -31.0% | 643,326 | $9.3M |
| PFG Investments, LLC | 0.44% | Reduce -1.4% | 589,938 | $8.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +66.7% | 556,051 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 505,421 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.8% | 490,924 | $7.1M |
| Axxcess Wealth Management, LLC | 0.14% | Add +3.0% | 474,234 | $6.8M |
| Accel Wealth Management | 1.98% | Add +8.3% | 470,402 | $6.8M |
| Truist Financial Corp. | 0.01% | Add +6.6% | 417,089 | $6.0M |
| Evergreen Wealth Management, LLC | 2.55% | Add +2.9% | 336,852 | $4.9M |
| Equitable Holdings, Inc. | 0.03% | Add +35.1% | 323,518 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +54.7% | 299,152 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +4.0% | 268,940 | $3.9M |
| Guggenheim Capital LLC | 0.02% | Add +282.8% | 217,955 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +5.2% | 202,593 | $2.9M |
| Strategic Wealth Partners, Ltd. | 0.21% | Reduce -0.1% | 197,950 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +1200.0% | 194,877 | $2.8M |
| Principal Securities, Inc. | 0.04% | Add +3.9% | 182,483 | $2.6M |
| Noble Wealth Management PBC | 1.40% | — | 182,001 | $2.6M |
| Ascentis Independent Advisors | 0.43% | Reduce -0.4% | 175,018 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +2.8% | 163,063 | $2.4M |
| Zullo Investment Group, Inc. | 0.86% | Add +3.0% | 160,378 | $2.3M |
| Smith Asset Management Co., LLC | 1.97% | Reduce -13.3% | 160,326 | $2.3M |
| Sovran Advisors, LLC | 0.18% | Reduce -13.5% | 145,946 | $2.0M |
| Elm3 Financial Group, LLC | 1.61% | Add +21.8% | 136,391 | $2.0M |
| Consolidated Portfolio Review Corp | 0.24% | Add +2.0% | 131,458 | $1.9M |
| Plotkin Financial Advisors, LLC | 0.89% | Reduce -1.3% | 125,018 | $1.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | No change | 120,499 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -5.6% | 117,987 | $1.7M |
| Covenant Asset Management, LLC | 0.32% | Add +4.7% | 116,813 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +104.7% | 114,815 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Add +8.7% | 114,290 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +11.9% | 114,152 | $1.6M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -14.9% | 108,200 | $1.6M |
| Integrity Alliance, Llc. | 0.07% | Add +3.4% | 106,477 | $1.5M |
| UBS Group AG | 0.00% | Add +28.3% | 100,419 | $1.5M |
| UMB Bank, n.a. | 0.02% | Add +90.4% | 99,000 | $1.4M |
| NBT Bank, N.A. | 0.09% | Add +11.3% | 98,400 | $1.4M |
| Prosperity Wealth Management, Inc. | 0.47% | Add +31.3% | 95,780 | $1.4M |
| Triumph Capital Management | 0.37% | Reduce -17.4% | 95,106 | $1.4M |
| Samalin Investment Counsel, LLC | 0.45% | Add +3.3% | 89,753 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +62.6% | 88,730 | $1.3M |
| C2C Wealth Management, LLC | 1.09% | Add +6.7% | 87,600 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.0% | 85,469 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +0.5% | 81,814 | $1.2M |
| AG Asset Advisory, LLC | 0.89% | New | 74,612 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.2% | 72,275 | $1.0M |
| Mariner, LLC | 0.00% | Add +42.9% | 71,144 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | No change | 69,524 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.6% | 67,171 | $970K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +1.0% | 66,605 | $962K |
| Orleans Capital Management Corp. | 0.61% | Reduce -37.2% | 65,730 | $949K |
| HighTower Advisors, LLC | 0.00% | Add +22.3% | 65,248 | $942K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -12.2% | 62,898 | $908K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -1.4% | 62,643 | $905K |
| Presper Financial Architects, LLC | 0.47% | Add +1.1% | 55,964 | $808K |
| MML Investors Services, LLC | 0.00% | Add +2.6% | 54,942 | $793K |
| Cahill Financial Advisors Inc. | 0.09% | Reduce -11.1% | 53,139 | $767K |
| Mindset Wealth Management, LLC | 0.20% | No change | 51,785 | $748K |
| Ghe, LLC | 0.30% | No change | 51,450 | $743K |
| Accelerate Investment Advisors LLC | 0.50% | Add +32.4% | 50,979 | $736K |
| Diversify Wealth Management, LLC | 0.04% | Add +0.3% | 51,557 | $711K |
| Capital Advisory Group Advisory Services, LLC | 0.21% | Add +17.8% | 46,365 | $670K |
| NWF Advisory Services Inc. | 0.07% | Reduce -3.9% | 43,865 | $633K |
| Hollencrest Capital Management | 0.02% | No change | 42,866 | $619K |
| Integrity Financial Corp | 0.28% | Reduce -4.4% | 40,921 | $596K |
| Madison Wealth Partners, Inc | 0.12% | Add +3.4% | 40,870 | $590K |
| Delta Financial Advisors LLC | 0.16% | New | 39,425 | $569K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.1% | 39,138 | $568K |
| Sigma Planning Corp | 0.02% | Reduce -9.6% | 38,161 | $551K |
| Nwam LLC | 0.03% | Reduce -4.6% | 40,963 | $544K |
| RMG Wealth Management LLC | 0.08% | Add +109.1% | 40,076 | $534K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 34,669 | $501K |
| Private Trust Co. NA | 0.04% | Add +141.9% | 34,095 | $492K |
| Main Street Group, LTD | 0.16% | Add +2.1% | 33,527 | $484K |
| Avior Wealth Management, LLC | 0.02% | Reduce -2.1% | 33,070 | $478K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.6% | 32,353 | $467K |
| Belpointe Asset Management LLC | 0.02% | Add +220.7% | 32,069 | $463K |
| Sunbelt Securities, Inc. | 0.03% | Add +20.8% | 31,625 | $457K |
| Red Door Wealth Management, LLC | 0.05% | No change | 30,118 | $435K |
| Objective Capital Management, LLC | 0.45% | Add +13.3% | 30,051 | $434K |
| Collaborative Wealth Managment Inc. | 0.17% | No change | 29,828 | $431K |
| Millennium Management | 0.00% | Reduce -32.6% | 29,706 | $429K |
| Lido Advisors, LLC | 0.00% | Add +2.6% | 29,421 | $425K |
| Cary Street Partners Financial LLC | 0.01% | New | 29,200 | $422K |
| Kingsview Wealth Management, LLC | 0.01% | Add +44.5% | 29,091 | $420K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +10.7% | 28,796 | $416K |
| TPG Advisors LLC | 0.27% | Add +10.1% | 28,732 | $415K |
| Argyle Capital Partners, LLC | 0.29% | No change | 27,817 | $402K |
| Apexium Financial, LP | 0.02% | Add +0.9% | 25,443 | $370K |
"% of holder's portfolio" is PTY's weight in each manager's 13F, not the share of PIMCO Corporate & Income Opp the manager owns.