PIMIXPIMCO INCOME INSTL
CUSIP 72201F490 · Yahoo Finance ↗ · Google Finance ↗
Pimco Income Instl (PIMIX) has 11 institutional holders in Filings Flow’s 13F database, together reporting 795.8K shares worth $9M as of Q1 2026. The largest reported holders are Liberty Wealth Management LLC, Everett Harris & Co /Ca/, and Garton & Associates Financial Advisors LLC.
Institutional Holders
11
Q1 2026
Reported Value
$9M
Ticker
PIMIX
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.63% | $5M | 470.4K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.57% | $700,908 | 65.0K | Q1 2026 |
| Redwood Wealth Management Group, LLC$232M AUM | 0.23% | $532,966 | 49.4K | Q1 2026 |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.05% | $553,936 | 51.4K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 0.04% | $165,283 | 15.3K | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.02% | $374,742 | 34.8K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.01% | $73,614 | 6.8K | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.01% | $65,011 | 6.0K | Q1 2026 |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.01% | $886,678 | 82.3K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $82,281 | 7.6K | Q2 2025OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.01% | $158,447 | 14.7K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $50,791 | 4.7K | Q1 2026 |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.00% | $356,858 | 33.1K | Q2 2025OLDER |
| Estabrook Capital Management$685M AUM | 0.00% | $19,458 | 1.8K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.