Who owns PIMCO Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PIMIX from SEC Form 13F filings across 7 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, 7 institutions disclosed 845,568 shares of PIMCO Income Fund worth $9.1M — about 0% of shares outstanding; the largest disclosed holder is LIBERTY WEALTH MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$9.1M
value, 2026 filers
0%
of shares outstanding (845,568 sh)
4
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 PIMIX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LIBERTY WEALTH MANAGEMENT LLC | 470,399 | $5.1M | 0.6% | 0% | 0.0% |
| 2 | Wealthspire Advisors, LLCNEW | 225,648 | $2.5M | 0.0% | 0% | new |
| 3 | CONNORS INVESTOR SERVICES INC | 57,413 | $623,508 | 0.1% | 0% | +11.7% |
| 4 | Ethos Financial Group, LLCNEW | 46,817 | $501,407 | 0.0% | 0% | new |
| 5 | Grey Ledge Advisors, LLCNEW | 24,536 | $266,456 | 0.1% | 0% | new |
| 6 | FIRST MERCHANTS CORP | 14,698 | $159,623 | 0.0% | 0% | 0.0% |
| 7 | Financial Gravity Companies, Inc.NEW | 6,057 | $65,775 | 0.0% | 0% | new |
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.