Pioneer High Income FundXPHTX
13F holders, Q3 2024 (September 30)56holders
4new positions
4sold out
1famous investor
$8.00avg. 13F price*
At the end of Q3 2024, 56 institutions reported holding Pioneer High Income Fund (XPHTX) in their 13F filings, unchanged from Q2 2024. 4 opened new positions and 4 sold out. The largest holders were Pathstone Holdings, LLC ($9.8M), Flagship Harbor Advisors, LLC ($8.2M) and UBS Group AG ($7.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pioneer High Income Fund
- CUSIP
- 72369H106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.7M |
| Exits | 4 | $355K |
All 13F filers, Q2 2024 → Q3 2024: 689,981 shares bought and 186,540 shares sold, net +503,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Pathstone Holdings, LLC | 0.04% | Add +22.6% | 1,221,049 | $9.8M |
| Flagship Harbor Advisors, LLC | 0.45% | Add +1.0% | 1,022,153 | $8.2M |
| UBS Group AG | 0.00% | Add +4.8% | 966,319 | $7.7M |
| Sit Investment Associates Inc. | 0.12% | Reduce -5.0% | 674,593 | $5.4M |
| Invesco Ltd. | 0.00% | Add +11.1% | 576,212 | $4.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -5.3% | 439,070 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +24.7% | 379,035 | $3.0M |
| Advisors Asset Management, Inc. | 0.06% | Add +0.9% | 374,076 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 174,382 | $1.4M |
| Thomas J. Herzfeld Advisors, Inc. | 0.46% | New | 172,124 | $1.4M |
| Capital Investment Advisors, LLC | 0.03% | Add +1.1% | 171,171 | $1.4M |
| Shaker Financial Services, LLC | 0.43% | Reduce -7.2% | 143,928 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.5% | 137,415 | $1.1M |
| LPL Financial LLC | 0.00% | Add +2.5% | 132,684 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -5.1% | 120,888 | $967K |
| Landscape Capital Management, L.L.C. | 0.10% | Add +32.9% | 118,074 | $945K |
| Morgan Stanley | 0.00% | Add +6.2% | 113,071 | $905K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.6% | 94,470 | $756K |
| Walleye Capital LLC | 0.01% | Reduce -8.2% | 74,797 | $598K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.0% | 66,431 | $531K |
| Royal Bank of Canada | 0.00% | Add +0.8% | 42,679 | $341K |
| MRA Advisory Group | 0.17% | Add +0.6% | 38,238 | $306K |
| Cetera Investment Advisers | 0.00% | Add +6.3% | 35,441 | $284K |
| Compound Planning, Inc. | 0.02% | Reduce -0.7% | 35,198 | $282K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -32.1% | 28,118 | $225K |
| Walled Lake Planning & Wealth Management, LLC | 0.08% | No change | 26,900 | $215K |
| Bank of America Corp. | 0.00% | Reduce -20.6% | 24,980 | $200K |
| Integrated Capital Management, Inc. | 0.15% | Add +1.2% | 24,709 | $198K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 22,449 | $180K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.7% | 21,538 | $172K |
| MML Investors Services, LLC | 0.00% | Add +1.0% | 21,557 | $172K |
| Collaborative Wealth Managment Inc. | 0.06% | Reduce -1.4% | 17,229 | $138K |
| Uncommon Cents Investing LLC | 0.04% | Add +18.8% | 17,100 | $137K |
| Advisor Resource Council | 0.05% | New | 13,175 | $105K |
| CoreCap Advisors, LLC | 0.00% | Add +1.2% | 12,973 | $104K |
| Melfa Wealth Management, Inc. | 0.07% | No change | 12,910 | $103K |
| Raymond James & Associates | 0.00% | Reduce -7.5% | 12,633 | $101K |
| HRT Financial LP | 0.00% | New | 12,703 | $101K |
| Avior Wealth Management, LLC | 0.00% | Add +27.1% | 12,338 | $99K |
| Citadel Advisors | 0.00% | New | 12,201 | $98K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -31.5% | 10,871 | $87K |
| Clear Creek Financial Management, LLC | 0.01% | Add +2.0% | 10,400 | $83K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,000 | $80K |
| Principal Securities, Inc. | 0.00% | Add +0.5% | 5,117 | $41K |
| Spire Wealth Management | 0.00% | No change | 4,482 | $36K |
| Barrett & Company, Inc. | 0.01% | No change | 3,500 | $28K |
| Beacon Capital Management, LLC | 0.00% | No change | 2,855 | $23K |
| Activest Wealth Management | 0.01% | No change | 2,100 | $17K |
| International Assets Investment Management, LLC | 0.00% | Reduce -91.6% | 2,066 | $17K |
| Gen-Wealth Partners Inc | 0.01% | No change | 2,115 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 1,525 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +142.9% | 850 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 700 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 503 | $4K |
| Comerica Bank | 0.00% | No change | 300 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 32 | $256 |
"% of holder's portfolio" is XPHTX's weight in each manager's 13F, not the share of Pioneer High Income Fund the manager owns.