PIMCO 0-5 YEAR H/Y CORP BOND (HYS) Top Institutional Shareholders
PIMCO 0-5 YEAR H/Y CORP BOND (HYS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $780.83M in HYS holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of HYS tracked by InsiderSet, reporting ownership valued at approximately $65.17M in its March 31, 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 $65.18M, representing an estimated gain of +0.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed HYS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Assetmark, Inc, Envestnet Asset Management 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
240
Total Reported Value
$780.83M
Largest Holder
Morgan Stanley
Largest Position
$65.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
137
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% | 698,692 | $65,167,043 | $65,180,977 | +$13,934 | +0.02% | |
| Assetmark, Inc | 0.12% | 613,506 | $57,221,664 | $57,233,975 | +$12,311 | +0.02% | |
| Envestnet Asset Management Inc | 0.01% | 583,751 | $54,446,423 | $54,458,131 | +$11,708 | +0.02% | |
| Cwm, Llc | 0.10% | 402,979 | $37,585,835 | $37,593,911 | +$8,076 | +0.02% | |
| Lpl Financial Llc | 0.01% | 365,969 | $34,133,943 | $34,141,248 | +$7,305 | +0.02% | |
| Onedigital Investment Advisors Llc | 0.32% | 354,526 | $33,066,653 | $33,073,731 | +$7,078 | +0.02% | |
| Mid-American Wealth Advisory Group, Inc. | 13.28% | 331,479 | $31,430,842 | $30,923,676 | -$507,166 | -1.61% | |
| Pnc Financial Services Group, Inc. | 0.02% | 303,506 | $28,308,009 | $28,314,075 | +$6,066 | +0.02% | |
| Cetera Investment Advisers | 0.03% | 282,670 | $26,364,659 | $26,370,284 | +$5,625 | +0.02% | |
| Td Private Client Wealth Llc | 0.44% | 227,398 | $21,209,442 | $21,213,959 | +$4,517 | +0.02% | |
| Royal Bank Of Canada | 0.00% | 205,077 | $19,128,000 | $19,131,633 | +$3,633 | +0.02% | |
| Rmr Wealth Builders | 1.50% | 204,908 | $19,111,757 | $19,115,867 | +$4,110 | +0.02% | |
| Bank Of America Corp | 0.00% | 201,881 | $18,829,443 | $18,833,478 | +$4,035 | +0.02% | |
| Bleakley Financial Group, Llc | 0.28% | 194,862 | $18,174,779 | $18,178,676 | +$3,897 | +0.02% | |
| Condor Capital Management | 1.35% | 172,785 | $16,115,686 | $16,119,113 | +$3,427 | +0.02% | |
| Creativeone Wealth, Llc | 0.36% | 167,248 | $15,599,263 | $15,602,566 | +$3,303 | +0.02% | |
| Commonwealth Equity Services, Llc | 0.02% | 166,462 | $15,525,956 | $15,529,240 | +$3,284 | +0.02% | |
| Capital Management Associates, Inc | 3.42% | 162,054 | $15,114,742 | $15,118,018 | +$3,276 | +0.02% | |
| Wells Fargo & Company/Mn | 0.00% | 149,061 | $13,902,868 | $13,905,901 | +$3,033 | +0.02% | |
| Raymond James Financial Inc | 0.00% | 142,353 | $13,277,265 | $13,280,111 | +$2,846 | +0.02% | |
| Ubs Group Ag | 0.00% | 141,617 | $13,208,618 | $13,211,450 | +$2,832 | +0.02% | |
| Osaic Holdings, Inc. | 0.02% | 128,507 | $11,989,275 | $11,988,418 | -$857 | -0.01% | |
| Beacon Pointe Advisors, Llc | 0.05% | 110,361 | $10,293,331 | $10,295,578 | +$2,247 | +0.02% | |
| Allianz Asset Management Gmbh | 0.01% | 97,780 | $9,119,941 | $9,121,896 | +$1,955 | +0.02% | |
| Jones Financial Companies Lllp | 0.00% | 90,619 | $8,378,676 | $8,453,847 | +$75,171 | +0.90% | |
| Man Group Plc | 0.02% | 84,633 | $7,893,720 | $7,895,413 | +$1,693 | +0.02% | |
| One Capital Management, Llc | 0.19% | 73,213 | $6,828,576 | $6,830,041 | +$1,465 | +0.02% | |
| Exencial Wealth Advisors, Llc | 0.19% | 64,354 | $6,002,306 | $6,003,585 | +$1,279 | +0.02% | |
| Stifel Financial Corp | 0.01% | 62,728 | $5,850,414 | $5,851,895 | +$1,481 | +0.03% | |
| Wesbanco Bank Inc | 0.12% | 47,037 | $4,387,156 | $4,388,082 | +$926 | +0.02% | |
| Seamount Financial Group Inc | 1.98% | 47,017 | $4,385,314 | $4,386,216 | +$902 | +0.02% | |
| Larch Capital Partners Llc | 0.63% | 46,758 | $4,361,141 | $4,362,054 | +$913 | +0.02% | |
| Bhk Investment Advisors, Llc | 1.34% | 42,900 | $4,001,283 | $4,002,141 | +$858 | +0.02% | |
| Huntington National Bank | 0.02% | 42,042 | $3,921,261 | $3,922,098 | +$837 | +0.02% | |
| Financial & Tax Architects, Llc | 0.82% | 39,531 | $3,687,081 | $3,687,847 | +$766 | +0.02% | |
| Stokes Capital Advisors, Llc | 0.79% | 37,994 | $3,543,701 | $3,544,460 | +$759 | +0.02% | |
| Mercer Global Advisors Inc | 0.00% | 35,358 | $3,297,814 | $3,298,548 | +$734 | +0.02% | |
| Wealthspire Retirement, Llc | 0.18% | 32,021 | $2,986,597 | $2,987,239 | +$642 | +0.02% | |
| Mml Investors Services, Llc | 0.01% | 31,552 | $2,942,830 | $2,943,486 | +$656 | +0.02% | |
| Glass Jacobson Investment Advisors Llc | 0.98% | 30,546 | $2,849,063 | $2,849,636 | +$573 | +0.02% | |
| Newsquare Capital Llc | 0.24% | 30,050 | $2,802,764 | $2,803,365 | +$601 | +0.02% | |
| Mutual Advisors, Llc | 0.06% | 30,037 | $2,801,588 | $2,802,152 | +$564 | +0.02% | |
| Valmark Advisers, Inc. | 0.03% | 30,014 | $2,799,364 | $2,800,006 | +$642 | +0.02% | |
| Friedenthal Financial | 1.38% | 29,524 | $2,753,704 | $2,754,294 | +$590 | +0.02% | |
| Concurrent Investment Advisors, Llc | 0.03% | 29,044 | $2,708,976 | $2,709,515 | +$539 | +0.02% | |
| Advisors Preferred, Llc | 0.37% | 26,993 | $2,517,637 | $2,518,177 | +$540 | +0.02% | |
| Precision Wealth Strategies, Llc | 0.82% | 26,520 | $2,473,520 | $2,474,051 | +$531 | +0.02% | |
| Advisory Services Network, Llc | 0.03% | 26,516 | $2,473,151 | $2,473,678 | +$527 | +0.02% | |
| Adamsbrown Wealth Consultants Llc | 0.65% | 26,190 | $2,442,771 | $2,443,265 | +$494 | +0.02% | |
| Compass Financial Group, Inc. | 1.09% | 26,025 | $2,427,352 | $2,427,872 | +$520 | +0.02% |
Frequently asked questions about HYS
Who owns the most HYS stock?
The largest holders of HYS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO 0-5 YEAR H/Y CORP BOND (HYS).
Is HYS widely held by superinvestors?
Many widely followed stocks like HYS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.