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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
10,800
shares
|
$51,624
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
10,500
shares
|
$50,190
0.0% of portfolio
|
Q3 2025
Added 1400.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,427
shares
|
$49,841
0.0% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
10,212
shares
|
$48,813
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
10,100
shares
|
$48,278
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,000
shares
|
$47,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
10,000
shares
|
$47,800
0.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
7,360
shares
|
$35,180
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
5,873
shares
|
$28,072
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,873
shares
|
$28,072
0.0% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
5,659
shares
|
$27,050
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
5,577
shares
|
$26,658
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,300
shares
|
$20,554
0.0% of portfolio
|
Q3 2025
Reduced 88.73%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
4,100
shares
|
$19,598
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,550
shares
|
$16,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,854
shares
|
$13,642
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
2,730
shares
|
$13,049
0.01% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
2,600
shares
|
$12,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,254
shares
|
$10,774
0.02% of portfolio
|
Q3 2023
Added 2.04%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
2,027
shares
|
$9,689
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$9,560
0.0% of portfolio
|
Q2 2025
Reduced 84.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$9,560
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,910
shares
|
$9,129
0.0% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
1,110
shares
|
$5,305
0.0% of portfolio
|
Q4 2024
Reduced 90.55%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$4,780
0.0% of portfolio
|
Q3 2025
New holding
|
|