Pioneer High Income FundXPHTX
13F holders, Q1 2025 (March 31)50holders −2
2new positions
3sold out
$7.74avg. 13F price*
At the end of Q1 2025, 50 institutions reported holding Pioneer High Income Fund (XPHTX) in their 13F filings, down 2 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were Pathstone Holdings, LLC ($10.6M), UBS Group AG ($8.5M) and Sit Investment Associates Inc. ($7.8M).
- Company
- Pioneer High Income Fund
- CUSIP
- 72369H106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $137K |
| Exits | 3 | $167K |
All 13F filers, Q4 2024 → Q1 2025: 341,095 shares bought and 138,252 shares sold, net +202,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Pathstone Holdings, LLC | 0.05% | Add +2.7% | 1,368,072 | $10.6M |
| UBS Group AG | 0.00% | Add +6.9% | 1,096,260 | $8.5M |
| Sit Investment Associates Inc. | 0.18% | Add +3.4% | 1,006,055 | $7.8M |
| Flagship Harbor Advisors, LLC | 0.41% | Reduce -0.9% | 997,776 | $7.7M |
| Invesco Ltd. | 0.00% | Reduce -2.7% | 563,817 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +6.1% | 461,521 | $3.6M |
| Advisors Asset Management, Inc. | 0.07% | Add +20.8% | 449,451 | $3.5M |
| Guggenheim Capital LLC | 0.03% | Reduce -10.0% | 434,704 | $3.4M |
| Shaker Financial Services, LLC | 0.65% | Add +13.1% | 214,755 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 188,108 | $1.5M |
| Thomas J. Herzfeld Advisors, Inc. | 0.47% | Reduce -0.7% | 178,792 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -5.4% | 153,538 | $1.2M |
| LPL Financial LLC | 0.00% | Add +9.5% | 151,640 | $1.2M |
| Morgan Stanley | 0.00% | Add +10.4% | 144,605 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 137,415 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.9% | 125,586 | $972K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 91,216 | $706K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.4% | 62,858 | $487K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -29.1% | 47,302 | $366K |
| Walleye Capital LLC | 0.00% | Reduce -14.5% | 45,198 | $350K |
| Cetera Investment Advisers | 0.00% | Add +11.0% | 42,977 | $333K |
| MRA Advisory Group | 0.17% | Add +6.3% | 40,902 | $317K |
| Compound Planning, Inc. | 0.01% | Add +2.0% | 39,585 | $306K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 37,237 | $288K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 35,140 | $272K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | No change | 26,900 | $208K |
| Uncommon Cents Investing LLC | 0.06% | Add +11.3% | 26,550 | $205K |
| MML Investors Services, LLC | 0.00% | Add +13.6% | 25,359 | $196K |
| Integrated Capital Management, Inc. | 0.15% | Reduce -5.7% | 23,854 | $185K |
| Osaic Holdings, Inc. | 0.00% | Add +14.9% | 21,808 | $169K |
| Collaborative Wealth Managment Inc. | 0.06% | No change | 17,229 | $133K |
| Susquehanna International Group, LLP | 0.00% | New | 15,934 | $123K |
| Bank of America Corp. | 0.00% | Reduce -13.3% | 15,386 | $119K |
| Apollon Wealth Management, LLC | 0.00% | No change | 14,225 | $110K |
| Avior Wealth Management, LLC | 0.00% | Add +10.0% | 13,160 | $102K |
| Melfa Wealth Management, Inc. | 0.07% | No change | 12,910 | $100K |
| Clear Creek Financial Management, LLC | 0.01% | Add +21.2% | 12,597 | $98K |
| CoreCap Advisors, LLC | 0.00% | Add +1.6% | 11,270 | $87K |
| Principal Securities, Inc. | 0.00% | No change | 5,148 | $40K |
| Spire Wealth Management | 0.00% | No change | 4,482 | $35K |
| Elequin Capital, LP | 0.01% | Add +394.6% | 3,952 | $31K |
| Barrett & Company, Inc. | 0.01% | No change | 3,500 | $27K |
| Beacon Capital Management, LLC | 0.00% | No change | 2,855 | $22K |
| Gen-Wealth Partners Inc | 0.01% | No change | 2,115 | $16K |
| Activest Wealth Management | 0.00% | No change | 2,100 | $16K |
| Ransom Advisory, Ltd | 0.01% | New | 1,750 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 700 | $5K |
| 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 | $248 |
"% of holder's portfolio" is XPHTX's weight in each manager's 13F, not the share of Pioneer High Income Fund the manager owns.