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 61.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
37,347
shares
|
$674,113
0.31% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
37,009
shares
|
$668,012
0.24% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
36,713
shares
|
$662,669
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jan 06, 2026 Q4 2025 |
36,385
shares
|
$656,749
0.45% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
35,975
shares
|
$649,348
0.19% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
35,069
shares
|
$632,995
0.02% of portfolio
|
Q3 2025
Added 225.8%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
34,811
shares
|
$628,338
0.35% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
34,380
shares
|
$620,559
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
33,792
shares
|
$609,945
0.01% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
33,711
shares
|
$608,483
0.02% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
33,474
shares
|
$604,205
0.0% of portfolio
|
Q2 2025
Added 29.86%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
32,721
shares
|
$590,614
0.41% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32,639
shares
|
$589,133
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
32,564
shares
|
$587,780
0.02% of portfolio
|
Q3 2025
Reduced 29.15%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
31,910
shares
|
$575,975
0.0% of portfolio
|
Q3 2025
Reduced 19.44%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
31,513
shares
|
$568,809
0.0% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
30,584
shares
|
$552,041
0.23% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,481
shares
|
$550,182
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
30,307
shares
|
$547,041
0.15% of portfolio
|
Q4 2025
Added 18.66%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
30,055
shares
|
$542,492
0.05% of portfolio
|
Q4 2025
Reduced 4.68%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
29,334
shares
|
$529,478
0.04% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
29,305
shares
|
$528,955
0.18% of portfolio
|
Q4 2025
Reduced 67.68%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
29,292
shares
|
$528,720
0.02% of portfolio
|
Q3 2025
Added 54.77%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
29,257
shares
|
$528,088
0.07% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
29,075
shares
|
$524,803
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|