Institutional Ownership Pimco Dynamic Income Fund (PDI)
This table provides information about the institutional ownership of Pimco Dynamic Income Fund (PDI). We have compiled data on the 368 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
11,371
shares
|
$205,246
0.0% of portfolio
|
Q4 2025
Reduced 3.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,047
shares
|
$199,398
0.02% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
10,959
shares
|
$197,809
0.0% of portfolio
|
Q3 2025
Reduced 79.79%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
10,879
shares
|
$196,365
0.08% of portfolio
|
Q4 2025
Added 3.57%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
10,840
shares
|
$195,662
0.14% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
10,838
shares
|
$195,625
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
10,800
shares
|
$194,940
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,785
shares
|
$194,669
0.01% of portfolio
|
Q3 2025
Reduced 27.83%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
10,759
shares
|
$194,199
0.03% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
10,601
shares
|
$191,348
0.05% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
10,487
shares
|
$189,290
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
10,396
shares
|
$187,647
0.02% of portfolio
|
Q4 2025
Reduced 55.09%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
10,326
shares
|
$186,384
0.01% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
10,233
shares
|
$184,705
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
10,131
shares
|
$182,864
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
10,000
shares
|
$180,500
0.08% of portfolio
|
Q3 2023
Reduced 16.98%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,799
shares
|
$176,871
0.01% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
9,267
shares
|
$167,269
0.02% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
8,906
shares
|
$160,753
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
8,473
shares
|
$152,937
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
8,413
shares
|
$151,854
0.09% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,060
shares
|
$145,483
0.0% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
7,495
shares
|
$135,284
0.0% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,302
shares
|
$131,801
0.01% of portfolio
|
Q3 2025
Added 194.67%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
7,237
shares
|
$130,627
0.18% of portfolio
|
Q3 2025
New holding
|
|