PIMCO DYNAMIC INCOME FUND (PDI) Institutional Ownership Changes & 13F Activity

PIMCO DYNAMIC INCOME FUND (PDI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rivernorth Capital Management, Llc, Logan Stone Capital, Llc, Osaic Holdings, Inc., Cerity Partners Llc, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-7,156-18.5%31,473$525.61KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-7,620-23.9%24,219$405.71KQ2 2026Aug 27, 2026
Gill Capital Partners, LlcSell-635-0.5%126,426$2.11MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-26,736-30.7%60,320$1.01MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+2,890+22.6%15,683$261.91KQ2 2026Aug 18, 2026
Atlasmark Financial, IncBuy+56,253+354.1%72,139$1.20MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+12,28212,282$205.11KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+8,721+4.8%191,186$3.19MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-300-2.0%14,573$243.36KQ2 2026Aug 17, 2026
Rivernorth Capital Management, LlcBuy+320,522320,522$5.35MQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+274,700+2737.7%284,734$4.76MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+250,209+15.8%1,829,861$30.56MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+195,179+24.7%985,250$16.45MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+130,218+9.0%1,585,101$26.47MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+130,084+41.2%446,181$7.45MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+121,383+3301.1%125,060$2.09MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Sell-120,876-30.0%282,580$4.83MQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+87,186+6.1%1,514,050$25.29MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+86,607+233.9%123,637$2.06MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-81,742-5.3%1,455,710$24.31MQ2 2026Aug 14, 2026
Xtx Topco LtdSell-65,007-22.6%223,099$3.73MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-58,375-3.7%1,534,884$25.63MQ2 2026Aug 14, 2026
Navis Wealth Advisors, LlcSell-45,205-40.3%66,991$1.12MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-40,246-23.0%134,574$2.25MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+31,036+180.9%48,192$804.81KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+31,035+72.2%74,004$1.24MQ2 2026Aug 14, 2026
Bank Of America CorpSell-27,381-0.9%3,010,801$50.28MQ2 2026Aug 14, 2026
Mission Hills Financial Advisory, LlcBuy+27,041+3.7%751,235$12.55MQ2 2026Aug 14, 2026
&PartnersBuy+26,014+35.5%99,200$1.66MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+19,00019,000$317.31KQ2 2026Aug 14, 2026
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Frequently asked questions about PDI activity

  • Which institutional owners are buying PDI?

    Institutional owners buying PDI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PDI activity?

    "Buy" means an investor increased their reported position in PDI compared to the prior reporting period. This reflects growing exposure to PIMCO DYNAMIC INCOME FUND (PDI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PDI increasing?

    Institutional interest in PDI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.