Who owns PIMCO Dynamic Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PDI from SEC Form 13F filings across 377 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.
As of the 2026-06-30 reporting period, 377 institutions disclosed 71.6M shares of PIMCO Dynamic Income Fund worth $1.20B — about 15.5% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
377
13F holders
$1.20B
value, 2026 filers
15.5%
of shares outstanding (71.6M sh)
49
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 PDI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 14.0M | $233.5M | 0.0% | 3% | +8.3% |
| 2 | LPL Financial LLC | 5.5M | $92.6M | 0.0% | 1.2% | +4.8% |
| 3 | BANK OF AMERICA CORP /DE/ | 3.0M | $50.3M | 0.0% | 0.7% | -0.9% |
| 4 | Cetera Investment Advisers | 2.2M | $36.4M | 0.0% | 0.5% | +27.6% |
| 5 | OSAIC HOLDINGS, INC. | 1.8M | $30.6M | 0.0% | 0.4% | +15.8% |
| 6 | UBS Group AG | 1.8M | $29.2M | 0.0% | 0.4% | +6.3% |
| 7 | RAYMOND JAMES FINANCIAL INC | 1.6M | $26.5M | 0.0% | 0.3% | +9.0% |
| 8 | WELLS FARGO & COMPANY/MN | 1.5M | $25.6M | 0.0% | 0.3% | -3.7% |
| 9 | COHEN & STEERS, INC. | 1.5M | $25.3M | 0.0% | 0.3% | +6.1% |
| 10 | J.W. COLE ADVISORS, INC. | 1.5M | $25.2M | 0.4% | 0.3% | +11732.6% |
| 11 | ROYAL BANK OF CANADA | 1.5M | $24.3M | 0.0% | 0.3% | -5.3% |
| 12 | PFG Investments, LLC | 1.4M | $24.0M | 0.9% | 0.3% | -5.7% |
| 13 | TD Waterhouse Canada Inc. | 1.4M | $23.2M | 0.1% | 0.3% | +6.3% |
| 14 | Estate Planners Group, LLC | 1.4M | $22.8M | 10.3% | 0.3% | +4.2% |
| 15 | Cambridge Investment Research Advisors, Inc. | 1.3M | $22.3M | 0.1% | 0.3% | +13.2% |
| 16 | Cerity Partners LLC | 985,250 | $16.5M | 0.0% | 0.2% | +24.7% |
| 17 | Cyndeo Wealth Partners, LLC | 927,452 | $15.5M | 0.7% | 0.2% | +49.6% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 839,521 | $14.0M | 0.0% | 0.2% | +86.8% |
| 19 | Mission Hills Financial Advisory, LLC | 751,235 | $12.5M | 5.5% | 0.2% | +3.7% |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | 717,418 | $12.0M | 0.2% | 0.2% | -1.9% |
| 21 | Private Advisor Group, LLC | 713,369 | $11.9M | 0.1% | 0.2% | -18.6% |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 651,048 | $10.9M | 0.0% | 0.1% | +63.2% |
| 23 | GUGGENHEIM CAPITAL LLC | 608,146 | $10.2M | 0.1% | 0.1% | -12.3% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 604,754 | $10.1M | 0.0% | 0.1% | +1.4% |
| 25 | Bensler, LLC | 566,940 | $9.5M | 0.8% | 0.1% | +7.8% |
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.