PIMCO INTERMEDIATE MUNICIPAL (MUNI) Institutional Shareholders
PIMCO INTERMEDIATE MUNICIPAL (MUNI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.37B in MUNI holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of MUNI tracked by InsiderSet, reporting ownership valued at approximately $217.72M 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 $209.65M, representing an estimated loss of -3.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed MUNI value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in PIMCO INTERMEDIATE MUNICIPAL (MUNI).
This page ranks the largest institutional MUNI 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
440
Total Reported Value
$2.37B
Largest Holder
Bank Of America Corp
Largest Position
$217.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 4,139,216 | $217,722,754 | $209,651,290 | -$8,071,464 | -3.71% | |
| Morgan Stanley | 0.01% | 3,730,649 | $196,232,221 | $188,957,372 | -$7,274,849 | -3.71% | |
| Wells Fargo & Company/Mn | 0.03% | 2,814,890 | $148,063,224 | $142,574,179 | -$5,489,046 | -3.71% | |
| Lpl Financial Llc | 0.03% | 2,501,521 | $131,580,003 | $126,702,039 | -$4,877,964 | -3.71% | |
| Wcg Wealth Advisors Llc | 1.70% | 1,359,631 | $71,516,605 | $68,865,310 | -$2,651,295 | -3.71% | |
| Jpmorgan Chase & Co | 0.00% | 1,122,733 | $59,111,944 | $56,866,426 | -$2,245,518 | -3.80% | |
| Cwm, Llc | 0.14% | 993,470 | $51,849,200 | $50,319,256 | -$1,529,945 | -2.95% | |
| Raymond James Financial Inc | 0.01% | 936,242 | $49,246,304 | $47,420,657 | -$1,825,647 | -3.71% | |
| Envestnet Asset Management Inc | 0.01% | 897,484 | $47,207,638 | $45,457,565 | -$1,750,073 | -3.71% | |
| Cetera Investment Advisers | 0.04% | 852,784 | $44,856,459 | $43,193,510 | -$1,662,949 | -3.71% | |
| Ubs Group Ag | 0.01% | 762,036 | $40,083,094 | $38,597,123 | -$1,485,971 | -3.71% | |
| Thrivent Financial For Lutherans | 0.06% | 656,614 | $34,538,000 | $33,257,499 | -$1,280,501 | -3.71% | |
| Stonebridge Financial Group, Llc | 2.50% | 627,231 | $32,992,369 | $31,769,250 | -$1,223,119 | -3.71% | |
| Newedge Advisors, Llc | 0.09% | 595,078 | $31,301,108 | $30,140,701 | -$1,160,407 | -3.71% | |
| Focus Partners Wealth | 0.03% | 571,901 | $30,081,975 | $28,966,786 | -$1,115,189 | -3.71% | |
| Dynasty Wealth Management, Llc | 0.21% | 546,689 | $28,755,829 | $27,689,798 | -$1,066,031 | -3.71% | |
| Mbl Wealth, Llc | 1.82% | 505,308 | $26,579,201 | $25,593,850 | -$985,351 | -3.71% | |
| Stifel Financial Corp | 0.02% | 493,632 | $25,965,028 | $25,002,461 | -$962,567 | -3.71% | |
| Larson Financial Group Llc | 0.68% | 488,067 | $25,672,313 | $24,720,594 | -$951,719 | -3.71% | |
| Capital Analysts, Llc | 0.55% | 455,347 | $23,951,000 | $23,063,326 | -$887,674 | -3.71% | |
| Royal Bank Of Canada | 0.00% | 417,321 | $21,951,000 | $21,137,309 | -$813,691 | -3.71% | |
| Osaic Holdings, Inc. | 0.03% | 412,967 | $21,725,017 | $20,916,779 | -$808,238 | -3.72% | |
| Quotient Wealth Partners, Llc | 0.48% | 382,659 | $20,127,847 | $19,381,678 | -$746,169 | -3.71% | |
| Davis R M Inc | 0.31% | 375,367 | $19,744,305 | $19,012,339 | -$731,966 | -3.71% | |
| Jones Financial Companies Lllp | 0.01% | 374,302 | $19,692,008 | $18,958,396 | -$733,612 | -3.73% | |
| Commonwealth Equity Services, Llc | 0.02% | 357,322 | $18,795,165 | $18,098,359 | -$696,806 | -3.71% | |
| Pw Advisors, Llc \ Fl | 11.15% | 317,618 | $16,706,689 | $16,087,352 | -$619,337 | -3.71% | |
| Wealth Alliance Advisory Group, Llc | 2.35% | 309,065 | $16,256,800 | $15,654,142 | -$602,658 | -3.71% | |
| Clearstead Advisors, Llc | 0.15% | 297,598 | $15,653,668 | $15,073,339 | -$580,329 | -3.71% | |
| Truist Financial Corp | 0.02% | 255,838 | $13,457,097 | $12,958,195 | -$498,902 | -3.71% | |
| Vise Technologies, Inc. | 0.15% | 251,564 | $13,232,251 | $12,741,717 | -$490,534 | -3.71% | |
| Xy Planning Network, Inc. | 1.55% | 234,381 | $12,328,431 | $11,871,398 | -$457,033 | -3.71% | |
| Austin Wealth Management, Llc | 2.55% | 231,539 | $12,079,390 | $11,727,450 | -$351,940 | -2.91% | |
| Beacon Pointe Advisors, Llc | 0.06% | 226,889 | $11,934,350 | $11,491,928 | -$442,422 | -3.71% | |
| Mml Investors Services, Llc | 0.02% | 214,694 | $11,292,911 | $10,874,251 | -$418,660 | -3.71% | |
| Crestmont Private Wealth Llc | 3.13% | 212,399 | $11,172,187 | $10,758,009 | -$414,178 | -3.71% | |
| Avantax Planning Partners, Inc. | 0.28% | 211,128 | $11,105,333 | $10,693,633 | -$411,700 | -3.71% | |
| Benchmark Financial Wealth Advisors, Llc | 2.71% | 208,454 | $10,964,674 | $10,558,195 | -$406,479 | -3.71% | |
| Prosperity Consulting Group, Llc | 0.41% | 204,816 | $10,773,300 | $10,373,930 | -$399,370 | -3.71% | |
| Morton Brown Family Wealth, Llc | 2.26% | 189,849 | $9,986,061 | $9,615,852 | -$370,209 | -3.71% | |
| Flagstone Financial Management | 2.21% | 187,771 | $9,876,761 | $9,510,601 | -$366,160 | -3.71% | |
| Daymark Wealth Partners, Llc | 0.24% | 185,947 | $9,780,811 | $9,418,216 | -$362,595 | -3.71% | |
| Td Capital Management Llc | 0.73% | 169,014 | $8,890,155 | $8,560,559 | -$329,596 | -3.71% | |
| Foster & Motley Inc | 0.40% | 166,954 | $8,782,000 | $8,456,220 | -$325,780 | -3.71% | |
| Mai Capital Management | 0.03% | 166,336 | $8,749,286 | $8,424,918 | -$324,368 | -3.71% | |
| Sagespring Wealth Partners, Llc | 0.13% | 162,865 | $8,566,717 | $8,249,112 | -$317,605 | -3.71% | |
| Smith Partners Wealth Management, Llc | 6.65% | 159,128 | $8,370,133 | $8,059,833 | -$310,300 | -3.71% | |
| Mcnamara Financial Services, Inc. | 1.44% | 158,731 | $8,349,251 | $8,039,725 | -$309,526 | -3.71% | |
| Equita Financial Network, Inc. | 2.29% | 156,738 | $8,244,437 | $7,938,780 | -$305,657 | -3.71% | |
| Altura Wealth Advisors Inc. | 2.77% | 156,043 | $8,207,855 | $7,903,578 | -$304,277 | -3.71% |
Frequently asked questions about MUNI
Who owns the most MUNI stock?
The largest holders of MUNI 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 INTERMEDIATE MUNICIPAL (MUNI).
Is MUNI widely held by superinvestors?
Many widely followed stocks like MUNI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MUNI 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.