PIMCO Corporate & Income OppPTY
13F holders, Q4 2025 (December 31)216holders +13
33new positions
27sold out
1famous investor
$12.93avg. 13F price*
At the end of Q4 2025, 216 institutions reported holding PIMCO Corporate & Income Opp (PTY) in their 13F filings, up 13 from Q3 2025. 33 opened new positions and 27 sold out. The largest holders were LPL Financial LLC ($34.3M), Northwestern Mutual Wealth Management Co. ($33.4M) and Morgan Stanley ($32.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $41.3M |
| Exits | 27 | $18.4M |
All 13F filers, Q3 2025 → Q4 2025: 5,579,043 shares bought and 3,105,504 shares sold, net +2,473,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 216 holders
| LPL Financial LLC | 0.01% | Reduce -4.3% | 2,656,538 | $34.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +10.2% | 2,588,133 | $33.4M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 2,516,693 | $32.5M |
| XML Financial, LLC | 1.68% | Add +3.5% | 1,596,655 | $20.6M |
| Merrithew & Thorsten Inc | 20.85% | — | 1,527,984 | $19.7M |
| Invesco Ltd. | 0.00% | Add +6.8% | 1,324,697 | $17.1M |
| Rivernorth Capital Management, LLC | 0.76% | New | 1,242,310 | $16.0M |
| Cetera Investment Advisers | 0.02% | Add +3.8% | 1,120,420 | $14.5M |
| Logan Stone Capital, LLC | 3.02% | New | 949,085 | $12.2M |
| Osaic Holdings, Inc. | 0.02% | Add +5.8% | 816,477 | $10.5M |
| Private Advisor Group, LLC | 0.05% | Add +10.4% | 785,844 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 781,203 | $10.1M |
| PFG Investments, LLC | 0.38% | Add +6.9% | 630,874 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +209.6% | 627,242 | $8.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -25.8% | 584,292 | $7.5M |
| Royal Bank of Canada | 0.00% | Add +15.6% | 584,073 | $7.5M |
| Accel Wealth Management | 1.77% | Add +6.8% | 502,582 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.6% | 498,639 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -22.9% | 496,061 | $6.4M |
| Truist Financial Corp. | 0.01% | Add +7.7% | 449,144 | $5.8M |
| Equitable Holdings, Inc. | 0.04% | Add +38.8% | 448,922 | $5.8M |
| Guggenheim Capital LLC | 0.04% | Add +88.4% | 410,695 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +34.9% | 403,582 | $5.2M |
| Evergreen Wealth Management, LLC | 2.29% | Add +4.6% | 352,230 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -47.1% | 351,571 | $4.5M |
| Jane Street Group, LLC | 0.01% | Add +203.4% | 348,334 | $4.5M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +3.6% | 278,702 | $3.6M |
| Marex Group Ltd | 0.04% | New | 271,902 | $3.5M |
| Noble Wealth Management PBC | 1.45% | Add +23.0% | 223,857 | $2.9M |
| Strategic Wealth Partners, Ltd. | 0.17% | No change | 197,950 | $2.6M |
| UBS Group AG | 0.00% | Add +95.2% | 196,055 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -66.1% | 188,614 | $2.4M |
| Principal Securities, Inc. | 0.04% | Reduce -1.5% | 179,735 | $2.3M |
| Ascentis Independent Advisors | 0.37% | Add +0.5% | 175,846 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +3.7% | 169,052 | $2.2M |
| Elm3 Financial Group, LLC | 1.78% | Add +22.0% | 166,425 | $2.1M |
| Smith Asset Management Co., LLC | 1.73% | Add +1.3% | 162,381 | $2.1M |
| Zullo Investment Group, Inc. | 0.66% | Reduce -12.7% | 140,028 | $1.8M |
| XTX Topco Ltd | 0.05% | New | 134,124 | $1.7M |
| Plotkin Financial Advisors, LLC | 0.80% | Add +1.7% | 127,102 | $1.6M |
| Covenant Asset Management, LLC | 0.30% | Add +5.0% | 122,668 | $1.6M |
| Vision Retirement, LLC | 0.39% | — | 111,556 | $1.4M |
| UMB Bank, n.a. | 0.02% | No change | 99,000 | $1.3M |
| NBT Bank, N.A. | 0.08% | No change | 98,400 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +14.0% | 97,411 | $1.3M |
| Mariner, LLC | 0.00% | Add +36.6% | 97,207 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Reduce -15.4% | 96,710 | $1.2M |
| C2C Wealth Management, LLC | 1.03% | Add +8.1% | 94,700 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +0.6% | 89,228 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 88,316 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +7.8% | 88,202 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +374.7% | 87,347 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -23.8% | 87,010 | $1.1M |
| Samalin Investment Counsel, LLC | 0.40% | Reduce -3.5% | 86,606 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.07% | New | 85,254 | $1.1M |
| Signature Equity Partners, LLC | 0.60% | — | 83,773 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -59.0% | 79,863 | $1.0M |
| Cary Street Partners Financial LLC | 0.02% | Add +163.4% | 76,906 | $992K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -29.3% | 76,463 | $986K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.7% | 74,337 | $959K |
| Prosperity Wealth Management, Inc. | 0.32% | Reduce -23.1% | 73,662 | $950K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.8% | 71,717 | $925K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.3% | 68,645 | $886K |
| MML Investors Services, LLC | 0.00% | Add +20.0% | 65,947 | $851K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.3% | 65,721 | $848K |
| Triumph Capital Management | 0.18% | Reduce -31.4% | 65,285 | $842K |
| Orleans Capital Management Corp. | 0.52% | Reduce -1.4% | 64,830 | $836K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 62,580 | $807K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 62,526 | $807K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.5% | 61,981 | $800K |
| Fell Capital Management | 0.75% | — | 59,950 | $773K |
| Thomas J. Herzfeld Advisors, Inc. | 0.24% | New | 55,818 | $720K |
| Sovran Advisors, LLC | 0.06% | Reduce -62.5% | 54,789 | $716K |
| Ghe, LLC | 0.24% | Add +7.8% | 55,450 | $715K |
| Millennium Management | 0.00% | Add +61.8% | 48,066 | $620K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -10.3% | 46,221 | $604K |
| Hollencrest Capital Management | 0.02% | Add +8.5% | 46,513 | $600K |
| Presper Financial Architects, LLC | 0.33% | Reduce -18.4% | 45,638 | $589K |
| Sigma Planning Corp | 0.02% | Add +18.6% | 45,272 | $584K |
| Cerity Partners LLC | 0.00% | Add +87.7% | 45,064 | $581K |
| Main Street Group, LTD | 0.19% | Add +28.5% | 43,078 | $556K |
| Nwam LLC | 0.03% | Add +3.1% | 42,215 | $552K |
| Readystate Asset Management LP | 0.04% | New | 40,936 | $528K |
| Arkadios Wealth Advisors | 0.01% | New | 40,108 | $517K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 38,709 | $511K |
| Private Trust Co. NA | 0.04% | Add +9.7% | 37,395 | $482K |
| Delta Financial Advisors LLC | 0.12% | Reduce -7.9% | 36,325 | $469K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -31.9% | 36,162 | $466K |
| NWF Advisory Services Inc. | 0.05% | Reduce -18.4% | 35,803 | $462K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.5% | 33,455 | $432K |
| Avior Wealth Management, LLC | 0.01% | No change | 33,070 | $427K |
| Sunbelt Securities, Inc. | 0.03% | Add +1.3% | 32,039 | $413K |
| World Investment Advisors | 0.01% | New | 31,755 | $410K |
| Capital Analysts, LLC | 0.01% | Add +29.4% | 31,652 | $408K |
| Lido Advisors, LLC | 0.00% | Add +4.1% | 30,626 | $397K |
| Western Wealth Management, LLC | 0.02% | Reduce -6.1% | 30,371 | $392K |
| Red Door Wealth Management, LLC | 0.04% | No change | 30,118 | $389K |
| Collaborative Wealth Managment Inc. | 0.14% | No change | 29,828 | $385K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.9% | 29,354 | $379K |
| Belpointe Asset Management LLC | 0.01% | Reduce -9.3% | 29,069 | $375K |
"% of holder's portfolio" is PTY's weight in each manager's 13F, not the share of PIMCO Corporate & Income Opp the manager owns.