Who owns PIMCO Access Income Fund?
Institutional ownership of PAXS from SEC Form 13F filings across 51 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
51
13F holders
$135.1M
value, 2026 filers
25.2%
of shares outstanding (11.8M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PAXS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1.9M | $27.0M | 0.0% | 3.9% | +1.4% |
| 2 | MORGAN STANLEY | 1.5M | $21.8M | 0.0% | 3.2% | -0.3% |
| 3 | Cerity Partners LLC | 1.4M | $20.1M | 0.0% | 2.9% | -10.0% |
| 4 | Penserra Capital Management LLC | 1.3M | $19,115 | 0.1% | 2.8% | +4.0% |
| 5 | COHEN & STEERS, INC. | 1.1M | $16,010 | 0.0% | 2.3% | +7.6% |
| 6 | ROYAL BANK OF CANADA | 1.1M | $15.5M | 0.0% | 2.3% | -7.7% |
| 7 | UBS Group AG | 914,169 | $13.3M | 0.0% | 1.9% | -5.7% |
| 8 | BANK OF AMERICA CORP /DE/ | 638,943 | $9.3M | 0.0% | 1.4% | +51.7% |
| 9 | Thomas J. Herzfeld Advisors, Inc. | 311,965 | $4.5M | 1.4% | 0.7% | -29.1% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 311,261 | $4.5M | 0.0% | 0.7% | +8.3% |
| 11 | Element Wealth, LLC | 194,871 | $2.8M | 1.1% | 0.4% | -1.6% |
| 12 | LPL Financial LLC | 155,507 | $2.3M | 0.0% | 0.3% | -19.8% |
| 13 | Rockefeller Capital Management L.P. | 142,752 | $2.1M | 0.0% | 0.3% | -19.1% |
| 14 | SMITH, MOORE & CO. | 130,988 | $1.9M | 0.1% | 0.3% | +2.7% |
| 15 | OSAIC HOLDINGS, INC. | 90,315 | $1.3M | 0.0% | 0.2% | +81.0% |
| 16 | HighTower Advisors, LLC | 68,700 | $999,585 | 0.0% | 0.1% | +174.8% |
| 17 | RAYMOND JAMES FINANCIAL INC | 67,109 | $976,439 | 0.0% | 0.1% | -2.5% |
| 18 | Janney Montgomery Scott LLC | 49,500 | $720 | 0.0% | 0.1% | +17.7% |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | 44,732 | $650,851 | 0.0% | 0.1% | -39.6% |
| 20 | WEDBUSH SECURITIES INC | 44,119 | $642 | 0.0% | 0.1% | +4.7% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 43,552 | $633,680 | 0.0% | 0.1% | +5.7% |
| 22 | Crumly & Associates Inc. | 39,750 | $578,363 | 0.1% | 0.1% | 0.0% |
| 23 | CHOREO, LLC | 34,866 | $509,227 | 0.0% | 0.1% | -4.1% |
| 24 | Chicago Partners Investment Group LLC | 31,096 | $435,971 | 0.0% | 0.1% | +12.1% |
| 25 | Cambridge Investment Research Advisors, Inc. | 28,446 | $414 | 0.0% | 0.1% | +47.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.