PIMCO Muni Income Fund IIIXPMQX

13F holders, Q1 2025 (March 31)
61holders −10
2new positions
12sold out
1famous investor
$7.16avg. 13F price*

At the end of Q1 2025, 61 institutions reported holding PIMCO Muni Income Fund III (XPMQX) in their 13F filings, down 10 from Q4 2024. 2 opened new positions and 12 sold out. The largest holders were Rivernorth Capital Management, LLC ($13.7M), Hennion & Walsh Asset Management, Inc. ($6.1M) and Guggenheim Capital LLC ($4.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
PIMCO Muni Income Fund III
CUSIP
72201A103
Latest filing quarter
Q3 2025

History

Number of 13F holders

020406080100 Q1 2024: 85Q1 2024Q2 2024: 69Q2 2024Q3 2024: 68Q3 2024Q4 2024: 71Q4 2024Q1 2025: 61Q1 2025Q2 2025: 63Q2 2025Q3 2025: 1Q3 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$571K
Exits12$1.6M

All 13F filers, Q4 2024 → Q1 2025: 1,146,184 shares bought and 607,592 shares sold, net +538,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Rivernorth Capital Management, LLC 0.73% Add +71.0% 1,910,192 $13.7M
Hennion & Walsh Asset Management, Inc. 0.27% Reduce -0.7% 858,818 $6.1M
Guggenheim Capital LLC 0.04% Reduce -13.0% 632,174 $4.5M
Wells Fargo & Company 0.00% Add +8.9% 582,006 $4.2M
Advisors Asset Management, Inc. 0.07% Reduce -22.8% 487,447 $3.5M
Fiera Capital Corp 0.01% Reduce -5.7% 407,104 $2.9M
Morgan Stanley 0.00% Reduce -17.5% 394,686 $2.8M
Gill Capital Partners, LLC 0.93% Reduce -0.5% 373,971 $2.7M
Stifel Financial Corp. 0.00% Add +3.2% 327,529 $2.3M
City of London Investment Management Co. Ltd. 0.23% Add +15.2% 304,583 $2.2M
UBS Group AG 0.00% Add +6.5% 230,912 $1.7M
Raymond James Financial Inc. 0.00% Reduce -2.4% 170,599 $1.2M
Bank of America Corp. 0.00% Add +23.1% 165,630 $1.2M
Van Eck Associates Corp. 0.00% Reduce -7.5% 163,671 $1.2M
Envestnet Asset Management Inc. 0.00% Add +4.0% 142,754 $1.0M
Smith, Moore & Co. 0.09% Reduce -2.0% 130,887 $937K
Park Avenue Securities LLC 0.01% Add +2.1% 128,712 $922K
Wakefield Asset Management LLLP 0.25% Add +1.8% 115,615 $828K
LPL Financial LLC 0.00% Add +4.1% 112,189 $803K
Beta Wealth Group, Inc. 0.28% Reduce -7.4% 107,668 $771K
Bank of New York Mellon Corp 0.00% New 66,962 $479K
Williams & Novak, LLC 0.43% Add +38.2% 60,455 $436K
Allen Mooney & Barnes Investment Advisors LLC 0.06% Add +0.2% 52,208 $374K
Bramshill Investments, LLC 0.04% Add +12.5% 51,545 $369K
NewEdge Advisors, LLC 0.00% Add +3.8% 50,649 $363K
Royal Bank of Canada 0.00% Add +54.3% 49,850 $357K
Bank of Montreal 0.00% No change 45,885 $329K
Melfa Wealth Management, Inc. 0.21% No change 43,608 $312K
Cetera Investment Advisers 0.00% Add +0.9% 41,511 $297K
B. Riley Wealth Advisors, Inc. 0.01% No change 41,010 $294K
Centurion Wealth Management LLC 0.09% No change 39,450 $290K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.7% 37,968 $272K
Landscape Capital Management, L.L.C. 0.02% Add +130.3% 35,241 $252K
Readystate Asset Management LP 0.02% Reduce -15.6% 35,067 $251K
Arlington Capital Management, Inc. 0.18% Add +12.0% 33,984 $243K
Citadel Advisors 0.00% Add +199.2% 32,441 $232K
Commonwealth Equity Services, LLC 0.00% Add +14.0% 29,048 $208K
Integrated Capital Management, Inc. 0.16% Add +11.4% 28,285 $203K
Nuveen, LLC 0.00% — 27,813 $199K
MML Investors Services, LLC 0.00% Add +11.8% 27,527 $197K
Wolverine Asset Management LLC 0.01% Add +109.7% 19,223 $138K
Fortitude Family Office, LLC 0.05% No change 18,930 $136K
Oregon Pacific Wealth Management, LLC 0.13% No change 18,000 $129K
Osaic Holdings, Inc. 0.00% Add +1.8% 17,668 $127K
Simon Quick Advisors, LLC 0.01% Add +3.4% 15,598 $112K
Noble Wealth Management PBC 0.07% Add +8.6% 15,200 $109K
Kercheville Advisors, LLC 0.04% No change 15,000 $107K
Ceeto Capital Group, LLC 0.04% No change 15,000 $107K
Wealthstream Advisors, Inc. 0.02% No change 14,765 $106K
Ellis Investment Partners, LLC 0.02% Add +2.6% 13,286 $95K
Ameriprise Financial Inc. 0.00% New 12,827 $92K
Redhawk Wealth Advisors, Inc. 0.01% No change 12,818 $92K
Permanent Capital Management, LP 0.02% Reduce -8.0% 11,403 $82K
Elequin Capital, LP 0.01% Add +81.4% 3,136 $22K
US Bancorp \de 0.00% No change 2,650 $19K
Comerica Bank 0.00% Add +69.2% 2,610 $19K
Steward Partners Investment Advisory, LLC 0.00% Reduce -69.8% 2,409 $17K
Ameriflex Group, Inc. 0.01% No change 1,800 $13K
Harbour Investments, Inc. 0.00% No change 1,005 $7K
Financial Perspectives, Inc 0.00% No change 990 $7K
FNY Investment Advisers, LLC 0.00% No change 700 $5K

"% of holder's portfolio" is XPMQX's weight in each manager's 13F, not the share of PIMCO Muni Income Fund III the manager owns.