PIMCO HIGH INCOME FUND (PHK) Institutional Ownership Changes & 13F Activity
PIMCO HIGH INCOME FUND (PHK). 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 Invesco Ltd., Osaic Holdings, Inc., Rivernorth Capital Management, Llc, Wells Fargo & Company/Mn, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +27,361 | — | 27,361 | $127.50K | Q2 2026 | Sep 09, 2026 |
| 49 Wealth Management, Llc | Buy | +10,000 | — | 10,000 | $46.60K | Q2 2026 | Aug 18, 2026 |
| Invesco Ltd. | Buy | +1,300,222 | — | 1,300,222 | $6.06M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +541,501 | +42.1% | 1,828,380 | $8.52M | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Buy | +288,790 | +64.5% | 736,603 | $3.43M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +164,683 | +88.6% | 350,455 | $1.63M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +116,634 | +9.3% | 1,364,448 | $6.36M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -81,159 | -57.0% | 61,108 | $284.76K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +67,883 | — | 67,883 | $316.33K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +52,327 | +275.0% | 71,357 | $332.52K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +46,372 | +3545.3% | 47,680 | $222.19K | Q2 2026 | Aug 14, 2026 |
| Marex Group Plc | Buy | +44,907 | — | 44,907 | $209.27K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -31,287 | -15.2% | 175,211 | $816.48K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +27,000 | +26.2% | 130,000 | $606.00K | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +14,547 | +1.2% | 1,201,591 | $5.60M | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Sell | -10,300 | -34.0% | 20,000 | $93.20K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +10,247 | +41.0% | 35,212 | $164.00K | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Buy | +5,783 | +30.6% | 24,657 | $114.90K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -3,324 | -2.4% | 135,286 | $630.00K | Q2 2026 | Aug 14, 2026 |
| Legend Capital Advisors Llc | Buy | +2,679 | +2.4% | 116,357 | $542.23K | Q2 2026 | Aug 14, 2026 |
| Valley Financial Group, Inc. | Buy | +144 | +0.6% | 23,723 | $110.55K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +129,275 | +10.2% | 1,395,218 | $6.50M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +71,674 | +8.4% | 922,885 | $4.30M | Q2 2026 | Aug 13, 2026 |
| Virtu Financial Llc | Sell | -17,813 | -42.0% | 24,571 | $115.00K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -10,987 | -8.6% | 116,127 | $541.15K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -1,884 | -14.8% | 10,871 | $50.66K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -135 | -0.6% | 21,372 | $99.59K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Buy | +67,808 | +6.3% | 1,139,957 | $5.31M | Q2 2026 | Aug 12, 2026 |
| Commerce Bank | Buy | +44,543 | — | 44,543 | $207.57K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -25,202 | -2.7% | 916,046 | $4.27M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about PHK activity
Which institutional owners are buying PHK?
Institutional owners buying PHK 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 PHK activity?
"Buy" means an investor increased their reported position in PHK compared to the prior reporting period. This reflects growing exposure to PIMCO HIGH INCOME FUND (PHK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PHK increasing?
Institutional interest in PHK 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.
Related PHK Institutional Insights
- PHK Overview
- PHK 13F Institutional Holders
- PHK Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PHK Insider Trading & SEC Form 4 Activity
- PHK Articles
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