HYS Institutional Ownership & Shareholders
PIMCO 0-5 YEAR H/Y CORP BOND (HYS) is currently held by 261 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $874.85M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of HYS tracked by InsiderSet, reporting ownership valued at approximately $67.59M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $65.04M, representing an estimated loss of -3.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed HYS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Envestnet Asset Management Inc, Assetmark, Inc, and several other long-term asset managers with concentrated positions in PIMCO 0-5 YEAR H/Y CORP BOND (HYS).
This page ranks the largest institutional HYS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
261
Total Reported Value
$874.85M
Largest Holder
Morgan Stanley
Largest Position
$67.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 722,783 | $67,594,760 | $65,036,014 | -$2,558,746 | -3.79% | |
| Envestnet Asset Management Inc | 0.01% | 592,483 | $55,408,961 | $53,311,620 | -$2,097,341 | -3.79% | |
| Assetmark, Inc | 0.08% | 522,377 | $47,264,631 | $47,003,482 | -$261,149 | -0.55% | |
| Cwm, Llc | 0.10% | 402,979 | $37,585,835 | $36,260,050 | -$1,325,785 | -3.53% | |
| Onedigital Investment Advisors Llc | 0.30% | 380,042 | $35,541,507 | $34,196,179 | -$1,345,328 | -3.79% | |
| Lpl Financial Llc | 0.01% | 371,068 | $34,702,258 | $33,388,699 | -$1,313,559 | -3.79% | |
| Pnc Financial Services Group, Inc. | 0.02% | 314,160 | $29,380,238 | $28,268,117 | -$1,112,121 | -3.79% | |
| Mid-American Wealth Advisory Group, Inc. | 9.78% | 309,776 | $28,028,488 | $27,873,644 | -$154,844 | -0.55% | |
| Cetera Investment Advisers | 0.02% | 291,687 | $27,278,553 | $26,245,996 | -$1,032,557 | -3.79% | |
| Td Private Client Wealth Llc | 0.43% | 260,802 | $23,597,325 | $23,466,964 | -$130,361 | -0.55% | |
| Rmr Wealth Builders | 1.34% | 254,561 | $23,032,717 | $22,905,399 | -$127,318 | -0.55% | |
| Bank Of America Corp | 0.00% | 218,631 | $20,446,337 | $19,672,417 | -$773,920 | -3.79% | |
| Royal Bank Of Canada | 0.00% | 217,023 | $20,296,000 | $19,527,730 | -$768,270 | -3.79% | |
| Bleakley Financial Group, Llc | 0.22% | 185,109 | $17,311,394 | $16,656,108 | -$655,286 | -3.79% | |
| Condor Capital Management | 1.25% | 178,391 | $16,683,172 | $16,051,622 | -$631,550 | -3.79% | |
| Creativeone Wealth, Llc | 0.36% | 176,783 | $16,532,749 | $15,906,934 | -$625,815 | -3.79% | |
| Wells Fargo & Company/Mn | 0.00% | 162,247 | $15,173,315 | $14,598,985 | -$574,330 | -3.79% | |
| Capital Management Associates, Inc | 2.95% | 162,913 | $14,740,367 | $14,658,912 | -$81,455 | -0.55% | |
| Raymond James Financial Inc | 0.00% | 151,165 | $14,136,964 | $13,601,827 | -$535,137 | -3.79% | |
| Man Group Plc | 0.02% | 139,722 | $13,066,801 | $12,572,186 | -$494,615 | -3.79% | |
| Commonwealth Equity Services, Llc | 0.02% | 143,839 | $13,014,560 | $12,942,633 | -$71,927 | -0.55% | |
| Ubs Group Ag | 0.00% | 138,966 | $12,996,100 | $12,504,161 | -$491,939 | -3.79% | |
| Ameriprise Financial Inc | 0.00% | 131,557 | $12,303,216 | $11,837,499 | -$465,717 | -3.79% | |
| Osaic Holdings, Inc. | 0.01% | 122,294 | $11,439,395 | $11,004,014 | -$435,381 | -3.81% | |
| Beacon Pointe Advisors, Llc | 0.05% | 114,761 | $10,732,412 | $10,326,195 | -$406,217 | -3.78% | |
| Jones Financial Companies Lllp | 0.00% | 113,644 | $10,620,022 | $10,225,687 | -$394,335 | -3.71% | |
| Newedge Advisors, Llc | 0.03% | 99,493 | $9,304,635 | $8,952,380 | -$352,255 | -3.79% | |
| Allianz Asset Management Gmbh | 0.01% | 99,122 | $9,269,889 | $8,918,998 | -$350,891 | -3.79% | |
| Alpine Bank Wealth Management | 1.16% | 99,027 | $8,959,963 | $8,910,449 | -$49,514 | -0.55% | |
| Stratos Wealth Partners, Ltd. | 0.08% | 88,619 | $8,287,702 | $7,973,938 | -$313,764 | -3.79% | |
| One Capital Management, Llc | 0.19% | 73,213 | $6,828,576 | $6,587,706 | -$240,870 | -3.53% | |
| Focus Partners Wealth | 0.01% | 69,386 | $6,488,935 | $6,243,352 | -$245,583 | -3.78% | |
| Savant Capital, Llc | 0.02% | 65,662 | $6,089,966 | $5,908,267 | -$181,699 | -2.98% | |
| Exencial Wealth Advisors, Llc | 0.19% | 64,354 | $6,002,306 | $5,790,573 | -$211,733 | -3.53% | |
| Stifel Financial Corp | 0.00% | 62,411 | $5,836,479 | $5,615,742 | -$220,737 | -3.78% | |
| Brighton Jones Llc | 0.10% | 55,385 | $5,179,600 | $4,983,542 | -$196,058 | -3.79% | |
| Wesbanco Bank Inc | 0.12% | 52,367 | $4,897,363 | $4,711,983 | -$185,380 | -3.79% | |
| Adamsbrown Wealth Consultants Llc | 0.89% | 53,863 | $4,873,551 | $4,846,593 | -$26,958 | -0.55% | |
| Seamount Financial Group Inc | 1.81% | 50,956 | $4,610,473 | $4,585,021 | -$25,452 | -0.55% | |
| Larch Capital Partners Llc | 0.65% | 48,270 | $4,514,199 | $4,343,335 | -$170,864 | -3.79% | |
| Bhk Investment Advisors, Llc | 1.21% | 43,400 | $4,058,768 | $3,905,132 | -$153,636 | -3.79% | |
| Financial & Tax Architects, Llc | 0.83% | 44,599 | $4,035,330 | $4,013,018 | -$22,312 | -0.55% | |
| Mercer Global Advisors Inc | 0.00% | 42,211 | $3,947,557 | $3,798,146 | -$149,411 | -3.78% | |
| Huntington National Bank | 0.02% | 38,758 | $3,624,647 | $3,487,445 | -$137,202 | -3.79% | |
| Newsquare Capital Llc | 0.26% | 37,465 | $3,503,727 | $3,371,101 | -$132,626 | -3.79% | |
| Wt Wealth Management | 0.94% | 37,243 | $3,369,725 | $3,351,125 | -$18,600 | -0.55% | |
| Stokes Capital Advisors, Llc | 0.73% | 36,864 | $3,335,455 | $3,317,023 | -$18,432 | -0.55% | |
| Friedenthal Financial | 1.44% | 36,651 | $3,316,183 | $3,297,857 | -$18,326 | -0.55% | |
| Mml Investors Services, Llc | 0.01% | 35,041 | $3,277,005 | $3,152,989 | -$124,016 | -3.78% | |
| Mutual Advisors, Llc | 0.06% | 32,414 | $3,031,382 | $2,916,612 | -$114,770 | -3.79% |
Frequently asked questions about HYS
Who are the largest institutional holders of HYS?
The largest institutional holders of HYS reported in the latest SEC Form 13F filings include Morgan Stanley, Envestnet Asset Management Inc, Assetmark, Inc, Cwm, Llc, and Onedigital Investment Advisors Llc. InsiderSet ranks institutional holders by their latest reported HYS position.
What is HYS institutional ownership?
This page tracks HYS positions reported by institutional investment managers through SEC Form 13F. PIMCO 0-5 YEAR H/Y CORP BOND (HYS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYS?
InsiderSet currently tracks 261 institutional managers reporting HYS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HYS shareholders.
How much HYS stock do institutions own?
Institutional investment managers disclosed approximately $874.85M in HYS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYS institutional ownership last updated?
The latest HYS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HYS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HYS position after the reporting date.
Are institutions buying or selling HYS?
Institutional buying and selling can be analyzed by comparing HYS positions across consecutive 13F reporting periods. InsiderSet's HYS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYS ownership changes.
How has HYS institutional ownership changed over time?
InsiderSet tracks HYS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.