Institutional Ownership Pimco High Income Fund (PHK)
This table provides information about the institutional ownership of Pimco High Income Fund (PHK). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$95,600
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
19,883
shares
|
$95,040
0.0% of portfolio
|
Q3 2025
Added 303.88%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
19,598
shares
|
$93,678
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
18,900
shares
|
$90,342
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
17,858
shares
|
$85,361
0.0% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
16,309
shares
|
$77,957
0.02% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
16,250
shares
|
$77,675
0.05% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
15,850
shares
|
$75,763
0.0% of portfolio
|
Q2 2025
Reduced 30.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,500
shares
|
$74,090
0.0% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
15,335
shares
|
$73,301
0.0% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
15,055
shares
|
$71,962
0.01% of portfolio
|
Q1 2025
Reduced 36.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,994
shares
|
$71,671
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
14,983
shares
|
$71,618
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
14,786
shares
|
$70,677
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
13,147
shares
|
$62,842
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
13,125
shares
|
$62,737
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
13,125
shares
|
$62,737
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,100
shares
|
$62,618
0.0% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
12,405
shares
|
$59,295
0.0% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
12,358
shares
|
$59,071
0.01% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
12,134
shares
|
$58,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
11,730
shares
|
$56,069
0.0% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
11,500
shares
|
$54,970
0.0% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
11,407
shares
|
$54,525
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
11,389
shares
|
$54,439
0.01% of portfolio
|
Q3 2025
Reduced 1.06%
|
|