PIMCO ACCESS INCOME FUND (PAXS) Institutional Shareholders
PIMCO ACCESS INCOME FUND (PAXS) 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 $145.55M in PAXS holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of PAXS tracked by InsiderSet, reporting ownership valued at approximately $26.40M 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 $25.95M, representing an estimated loss of -1.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed PAXS value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Cerity Partners Llc, Morgan Stanley, 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
65
Total Reported Value
$145.55M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$26.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | 0.01% | 1,832,360 | $26,404,302 | $25,946,218 | -$458,084 | -1.73% | |
| Cerity Partners Llc | 0.03% | 1,532,951 | $22,089,445 | $21,706,586 | -$382,859 | -1.73% | |
| Morgan Stanley | 0.00% | 1,499,575 | $21,608,884 | $21,233,982 | -$374,902 | -1.73% | |
| Royal Bank Of Canada | 0.00% | 1,152,845 | $16,612,000 | $16,324,285 | -$287,715 | -1.73% | |
| Ubs Group Ag | 0.00% | 969,614 | $13,972,138 | $13,729,734 | -$242,404 | -1.73% | |
| Thomas J. Herzfeld Advisors, Inc. | 2.16% | 439,995 | $6,340,322 | $6,230,329 | -$109,993 | -1.73% | |
| Bank Of America Corp | 0.00% | 421,321 | $6,071,233 | $5,965,905 | -$105,328 | -1.73% | |
| Envestnet Asset Management Inc | 0.00% | 287,277 | $4,139,667 | $4,067,842 | -$71,825 | -1.74% | |
| Element Wealth, Llc | 1.18% | 198,031 | $2,853,622 | $2,804,119 | -$49,503 | -1.73% | |
| Lpl Financial Llc | 0.00% | 193,893 | $2,793,993 | $2,745,525 | -$48,468 | -1.73% | |
| Rockefeller Capital Management L.P. | 0.00% | 176,460 | $2,542,798 | $2,498,674 | -$44,124 | -1.74% | |
| Corrado Advisors, Llc | 1.20% | 160,268 | $2,309,462 | $2,269,395 | -$40,067 | -1.73% | |
| Smith, Moore & Co. | 0.13% | 127,569 | $1,838,267 | $1,806,377 | -$31,890 | -1.73% | |
| Noble Wealth Management Pbc | 0.84% | 125,967 | $1,832,821 | $1,783,693 | -$49,128 | -2.68% | |
| Rivernorth Capital Management, Llc | 0.07% | 94,489 | $1,361,586 | $1,337,964 | -$23,622 | -1.73% | |
| Raymond James Financial Inc | 0.00% | 68,837 | $991,943 | $974,732 | -$17,211 | -1.74% | |
| Jane Street Group, Llc | 0.00% | 66,027 | $951,449 | $934,942 | -$16,507 | -1.73% | |
| Journey Strategic Wealth Llc | 0.02% | 51,700 | $744,997 | $732,072 | -$12,925 | -1.73% | |
| Osaic Holdings, Inc. | 0.00% | 49,911 | $719,215 | $706,740 | -$12,475 | -1.73% | |
| Wealth Care Llc | 0.54% | 45,836 | $666,908 | $649,038 | -$17,870 | -2.68% | |
| Independent Financial Group, Llc | 0.01% | 44,732 | $650,851 | $633,405 | -$17,446 | -2.68% | |
| Bramshill Investments, Llc | 0.05% | 43,689 | $629,558 | $618,636 | -$10,922 | -1.73% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,208 | $593,810 | $583,505 | -$10,305 | -1.74% | |
| Crumly & Associates Inc. | 0.11% | 39,750 | $578,363 | $562,860 | -$15,503 | -2.68% | |
| Courier Capital Llc | 0.03% | 37,201 | $541,280 | $526,766 | -$14,514 | -2.68% | |
| Choreo, Llc | 0.01% | 36,346 | $526,155 | $514,659 | -$11,496 | -2.18% | |
| Integrated Wealth Concepts Llc | 0.00% | 30,470 | $439,077 | $431,455 | -$7,622 | -1.74% | |
| Truist Financial Corp | 0.00% | 28,338 | $408,355 | $401,266 | -$7,089 | -1.74% | |
| Chicago Partners Investment Group Llc | 0.01% | 27,736 | $405,785 | $392,742 | -$13,043 | -3.21% | |
| Stifel Financial Corp | 0.00% | 25,198 | $363,098 | $356,804 | -$6,294 | -1.73% | |
| Hightower Advisors, Llc | 0.00% | 25,000 | $360,250 | $354,000 | -$6,250 | -1.73% | |
| Cetera Investment Advisers | 0.00% | 22,677 | $326,772 | $321,106 | -$5,666 | -1.73% | |
| First Trust Advisors Lp | 0.00% | 20,734 | $298,776 | $293,593 | -$5,183 | -1.73% | |
| Fortitude Advisory Group L.L.C. | 0.10% | 17,818 | $259,252 | $252,303 | -$6,949 | -2.68% | |
| Iams Wealth Management, Llc | 0.08% | 17,250 | $250,988 | $244,260 | -$6,728 | -2.68% | |
| Northeast Planning Associates, Inc. / Nh / | 0.15% | 15,410 | $222,058 | $218,206 | -$3,852 | -1.73% | |
| Xtx Topco Ltd | 0.00% | 14,214 | $204,824 | $201,270 | -$3,554 | -1.74% | |
| Blackrock, Inc. | 0.00% | 13,132 | $189,232 | $185,949 | -$3,283 | -1.73% | |
| Nwf Advisory Services Inc. | 0.02% | 12,330 | $177,676 | $174,593 | -$3,083 | -1.74% | |
| &Partners | 0.00% | 12,210 | $175,946 | $172,894 | -$3,052 | -1.73% | |
| Alexander Labrunerie & Co., Inc. | 0.06% | 12,047 | $173,597 | $170,586 | -$3,011 | -1.73% | |
| Creativeone Wealth, Llc | 0.00% | 11,837 | $170,571 | $167,612 | -$2,959 | -1.73% | |
| Focus Financial Network, Inc. | 0.00% | 10,500 | $154,344 | $148,680 | -$5,664 | -3.67% | |
| Susquehanna International Group, Llp | 0.00% | 10,207 | $147,083 | $144,531 | -$2,552 | -1.73% | |
| Lifeplan Investment Advisors, Inc. | 0.06% | 10,000 | $144,100 | $141,600 | -$2,500 | -1.73% | |
| Osbon Capital Management Llc | 0.05% | 4,659 | $67,134 | $65,971 | -$1,163 | -1.73% | |
| Huntington National Bank | 0.00% | 3,891 | $56,069 | $55,097 | -$972 | -1.73% | |
| Anfield Capital Management, Llc | 0.01% | 3,664 | $52,798 | $51,882 | -$916 | -1.73% | |
| Activest Wealth Management | 0.01% | 2,500 | $36,375 | $35,400 | -$975 | -2.68% | |
| Penserra Capital Management Llc | 0.21% | 1,263,663 | $18,209 | $17,893,468 | +$17,875,259 | +98167.17% |
Frequently asked questions about PAXS
Who owns the most PAXS stock?
The largest holders of PAXS 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 ACCESS INCOME FUND (PAXS).
Is PAXS widely held by superinvestors?
Many widely followed stocks like PAXS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PAXS 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.