Who owns PIMCO New York Municipal Income Fund?
Institutional ownership of PNI from SEC Form 13F filings across 31 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.
31
13F holders
$11.4M
value, 2026 filers
6.8%
of shares outstanding (1.6M sh)
2
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 PNI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Thomas J. Herzfeld Advisors, Inc. | 231,370 | $1.6M | 0.5% | 1% | +208.0% |
| 2 | MORGAN STANLEY | 173,414 | $1.2M | 0.0% | 0.7% | +9.8% |
| 3 | MELFA WEALTH MANAGEMENT, INC. | 169,509 | $1.2M | 0.6% | 0.7% | 0.0% |
| 4 | Bank of New York Mellon Corp | 158,266 | $1.1M | 0.0% | 0.7% | +2.2% |
| 5 | BANK OF AMERICA CORP /DE/ | 114,503 | $811,826 | 0.0% | 0.5% | +27.9% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 110,396 | $782,710 | 0.0% | 0.5% | +11.8% |
| 7 | Lido Advisors, LLC | 97,691 | $695,511 | 0.0% | 0.4% | 0.0% |
| 8 | Baird Financial Group, Inc. | 61,005 | $432,525 | 0.0% | 0.3% | -0.2% |
| 9 | RAYMOND JAMES FINANCIAL INC | 60,200 | $426,818 | 0.0% | 0.3% | -5.3% |
| 10 | Dakota Wealth Management | 58,507 | $414,815 | 0.0% | 0.2% | +138.8% |
| 11 | Cetera Investment Advisers | 45,492 | $322,537 | 0.0% | 0.2% | -6.3% |
| 12 | Morse Asset Management, Inc | 44,223 | $313,543 | 0.1% | 0.2% | -28.5% |
| 13 | TORONTO DOMINION BANK | 35,984 | $255,127 | 0.0% | 0.2% | -63.7% |
| 14 | OSAIC HOLDINGS, INC. | 35,958 | $254,945 | 0.0% | 0.2% | +277.0% |
| 15 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 33,489 | $237,437 | 0.0% | 0.1% | 0.0% |
| 16 | Focus Partners Advisor Solutions, LLC | 29,202 | $207,042 | 0.0% | 0.1% | 0.0% |
| 17 | MML INVESTORS SERVICES, LLC | 29,175 | $206,850 | 0.0% | 0.1% | +3.8% |
| 18 | UBS Group AG | 27,158 | $192,551 | 0.0% | 0.1% | -0.6% |
| 19 | Rockefeller Capital Management L.P. | 25,427 | $180,277 | 0.0% | 0.1% | +143.9% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 13,664 | $96,876 | 0.0% | 0.1% | +11.8% |
| 21 | LPL Financial LLC | 12,243 | $86,806 | 0.0% | 0.1% | -17.0% |
| 22 | Herold Advisors, Inc. | 11,871 | $85,000 | 0.0% | 0% | +4.3% |
| 23 | Focus Partners Wealth | 11,684 | $82,842 | 0.0% | 0% | 0.0% |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,538 | $53,520 | 0.0% | 0% | 0.0% |
| 25 | IFP Advisors, Inc | 6,800 | $48,212 | 0.0% | 0% | 0.0% |
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.