PAXS Institutional Ownership & Shareholders
PIMCO ACCESS INCOME FUND (PAXS) is currently held by 62 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $175.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of PAXS tracked by InsiderSet, reporting ownership valued at approximately $27.02M 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 $24.01M, representing an estimated loss of -11.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed PAXS value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Morgan Stanley, Cerity Partners Llc, and several other long-term asset managers with concentrated positions in PIMCO ACCESS INCOME FUND (PAXS).
This page ranks the largest institutional PAXS 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
62
Total Reported Value
$175.82M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$27.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.00% | 1,857,213 | $27,022,436 | $24,013,764 | -$3,008,672 | -11.13% | |
| Morgan Stanley | 0.00% | 1,494,857 | $21,750,178 | $19,328,501 | -$2,421,677 | -11.13% | |
| Cerity Partners Llc | 0.02% | 1,378,894 | $20,062,624 | $17,829,099 | -$2,233,525 | -11.13% | |
| Penserra Capital Management Llc | 0.15% | 1,313,790 | $19,115,000 | $16,987,305 | -$2,127,695 | -11.13% | |
| Cohen & Steers, Inc. | 0.03% | 1,100,337 | $16,010,000 | $14,227,357 | -$1,782,643 | -11.13% | |
| Royal Bank Of Canada | 0.00% | 1,063,945 | $15,481,000 | $13,756,809 | -$1,724,191 | -11.14% | |
| Ubs Group Ag | 0.00% | 914,169 | $13,301,159 | $11,820,205 | -$1,480,954 | -11.13% | |
| Bank Of America Corp | 0.00% | 638,943 | $9,296,627 | $8,261,533 | -$1,035,094 | -11.13% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.39% | 311,965 | $4,539,090 | $4,033,707 | -$505,383 | -11.13% | |
| Envestnet Asset Management Inc | 0.00% | 311,261 | $4,528,851 | $4,024,605 | -$504,246 | -11.13% | |
| Element Wealth, Llc | 1.07% | 194,871 | $2,835,369 | $2,519,682 | -$315,687 | -11.13% | |
| Lpl Financial Llc | 0.00% | 155,507 | $2,262,632 | $2,010,706 | -$251,926 | -11.13% | |
| Rockefeller Capital Management L.P. | 0.00% | 142,752 | $2,077,044 | $1,845,783 | -$231,261 | -11.13% | |
| Noble Wealth Management Pbc | 0.90% | 147,286 | $1,948,597 | $1,904,408 | -$44,189 | -2.27% | |
| Smith, Moore & Co. | 0.12% | 130,988 | $1,905,875 | $1,693,675 | -$212,200 | -11.13% | |
| Osaic Holdings, Inc. | 0.00% | 90,315 | $1,314,132 | $1,167,773 | -$146,359 | -11.14% | |
| Raymond James Financial Inc | 0.00% | 67,109 | $976,439 | $867,719 | -$108,720 | -11.13% | |
| Journey Strategic Wealth Llc | 0.02% | 51,700 | $744,997 | $668,481 | -$76,516 | -10.27% | |
| Janney Montgomery Scott Llc | 0.00% | 49,500 | $720,000 | $640,035 | -$79,965 | -11.11% | |
| Wealth Care Llc | 0.54% | 45,836 | $666,908 | $592,659 | -$74,249 | -11.13% | |
| Bramshill Investments, Llc | 0.05% | 44,174 | $642,732 | $571,170 | -$71,562 | -11.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,552 | $633,680 | $563,127 | -$70,553 | -11.13% | |
| Independent Financial Group, Llc | 0.01% | 44,500 | $588,736 | $575,385 | -$13,351 | -2.27% | |
| Crumly & Associates Inc. | 0.09% | 39,750 | $525,893 | $513,968 | -$11,926 | -2.27% | |
| Courier Capital Llc | 0.02% | 37,201 | $492,174 | $481,009 | -$11,165 | -2.27% | |
| Choreo, Llc | 0.00% | 34,995 | $464,916 | $452,485 | -$12,431 | -2.67% | |
| Integrated Wealth Concepts Llc | 0.00% | 28,135 | $409,361 | $363,786 | -$45,575 | -11.13% | |
| Xtx Topco Ltd | 0.01% | 26,734 | $388,980 | $345,671 | -$43,309 | -11.13% | |
| Cetera Investment Advisers | 0.00% | 25,356 | $368,929 | $327,853 | -$41,076 | -11.13% | |
| Stifel Financial Corp | 0.00% | 23,933 | $348,226 | $309,454 | -$38,772 | -11.13% | |
| Truist Financial Corp | 0.00% | 26,162 | $346,122 | $338,275 | -$7,847 | -2.27% | |
| Chicago Partners Investment Group Llc | 0.01% | 26,490 | $339,871 | $342,516 | +$2,645 | +0.78% | |
| First Trust Advisors Lp | 0.00% | 20,420 | $297,111 | $264,031 | -$33,080 | -11.13% | |
| Mathes Company, Inc. | 0.09% | 20,000 | $291,000 | $258,600 | -$32,400 | -11.13% | |
| Rivernorth Capital Management, Llc | 0.01% | 19,996 | $290,942 | $258,548 | -$32,394 | -11.13% | |
| Hb Wealth Management, Llc | 0.00% | 21,342 | $282,358 | $275,952 | -$6,406 | -2.27% | |
| Baird Financial Group, Inc. | 0.00% | 16,728 | $243,392 | $216,293 | -$27,099 | -11.13% | |
| Hrt Financial Lp | 0.00% | 16,589 | $241,000 | $214,496 | -$26,504 | -11.00% | |
| Fortitude Advisory Group L.L.C. | 0.09% | 18,008 | $238,242 | $232,843 | -$5,399 | -2.27% | |
| Citadel Advisors Llc | 0.00% | 15,682 | $228,173 | $202,768 | -$25,405 | -11.13% | |
| Northeast Planning Associates, Inc. / Nh / | 0.17% | 15,410 | $224,217 | $199,251 | -$24,966 | -11.13% | |
| Blackrock, Inc. | 0.00% | 13,132 | $191,071 | $169,797 | -$21,274 | -11.13% | |
| Alexander Labrunerie & Co., Inc. | 0.06% | 12,047 | $175,284 | $155,768 | -$19,516 | -11.13% | |
| Corient Private Wealth Llc | 0.00% | 11,580 | $168,489 | $149,729 | -$18,760 | -11.13% | |
| Nwf Advisory Services Inc. | 0.02% | 12,330 | $163,126 | $159,427 | -$3,699 | -2.27% | |
| Onedigital Investment Advisors Llc | 0.00% | 11,145 | $162,160 | $144,105 | -$18,055 | -11.13% | |
| &Partners | 0.00% | 10,310 | $150,011 | $133,308 | -$16,703 | -11.13% | |
| Lifeplan Investment Advisors, Inc. | 0.05% | 10,000 | $145,500 | $129,300 | -$16,200 | -11.13% | |
| Nomura Holdings Inc | 0.00% | 10,000 | $145,500 | $129,300 | -$16,200 | -11.13% | |
| Focus Financial Network, Inc. | 0.00% | 10,500 | $140,484 | $135,765 | -$4,719 | -3.36% |
Frequently asked questions about PAXS
Who are the largest institutional holders of PAXS?
The largest institutional holders of PAXS reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Morgan Stanley, Cerity Partners Llc, Penserra Capital Management Llc, and Cohen & Steers, Inc.. InsiderSet ranks institutional holders by their latest reported PAXS position.
What is PAXS institutional ownership?
This page tracks PAXS positions reported by institutional investment managers through SEC Form 13F. PIMCO ACCESS INCOME FUND (PAXS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PAXS?
InsiderSet currently tracks 62 institutional managers reporting PAXS 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 PAXS shareholders.
How much PAXS stock do institutions own?
Institutional investment managers disclosed approximately $175.82M in PAXS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PAXS institutional ownership last updated?
The latest PAXS 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 PAXS 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 PAXS position after the reporting date.
Are institutions buying or selling PAXS?
Institutional buying and selling can be analyzed by comparing PAXS positions across consecutive 13F reporting periods. InsiderSet's PAXS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PAXS ownership changes.
How has PAXS institutional ownership changed over time?
InsiderSet tracks PAXS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.