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 $179.44M 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 $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 $24.87M, representing an estimated loss of -7.97% 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, 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
66
Total Reported Value
$179.44M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$27.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
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 | $24,868,082 | -$2,154,354 | -7.97% | |
| Morgan Stanley | 0.00% | 1,494,857 | $21,750,178 | $20,016,135 | -$1,734,043 | -7.97% | |
| Cerity Partners Llc | 0.02% | 1,378,894 | $20,062,624 | $18,463,391 | -$1,599,233 | -7.97% | |
| Penserra Capital Management Llc | 0.15% | 1,313,790 | $19,115,000 | $17,591,648 | -$1,523,352 | -7.97% | |
| Cohen & Steers, Inc. | 0.03% | 1,100,337 | $16,010,000 | $14,733,512 | -$1,276,488 | -7.97% | |
| Royal Bank Of Canada | 0.00% | 1,063,945 | $15,481,000 | $14,246,224 | -$1,234,776 | -7.98% | |
| Ubs Group Ag | 0.00% | 914,169 | $13,301,159 | $12,240,723 | -$1,060,436 | -7.97% | |
| Bank Of America Corp | 0.00% | 638,943 | $9,296,627 | $8,555,447 | -$741,180 | -7.97% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.39% | 311,965 | $4,539,090 | $4,177,211 | -$361,879 | -7.97% | |
| Envestnet Asset Management Inc | 0.00% | 311,261 | $4,528,851 | $4,167,785 | -$361,066 | -7.97% | |
| Element Wealth, Llc | 1.07% | 194,871 | $2,835,369 | $2,609,323 | -$226,046 | -7.97% | |
| Corrado Advisors, Llc | 1.10% | 164,754 | $2,397,177 | $2,206,056 | -$191,121 | -7.97% | |
| Lpl Financial Llc | 0.00% | 155,507 | $2,262,632 | $2,082,239 | -$180,393 | -7.97% | |
| Rockefeller Capital Management L.P. | 0.00% | 142,752 | $2,077,044 | $1,911,449 | -$165,595 | -7.97% | |
| Smith, Moore & Co. | 0.12% | 130,988 | $1,905,875 | $1,753,929 | -$151,946 | -7.97% | |
| Noble Wealth Management Pbc | 0.84% | 125,967 | $1,832,821 | $1,686,698 | -$146,123 | -7.97% | |
| Osaic Holdings, Inc. | 0.00% | 90,315 | $1,314,132 | $1,209,318 | -$104,814 | -7.98% | |
| Raymond James Financial Inc | 0.00% | 67,109 | $976,439 | $898,590 | -$77,849 | -7.97% | |
| Journey Strategic Wealth Llc | 0.02% | 51,700 | $744,997 | $692,263 | -$52,734 | -7.08% | |
| Janney Montgomery Scott Llc | 0.00% | 49,500 | $720,000 | $662,805 | -$57,195 | -7.94% | |
| Wealth Care Llc | 0.54% | 45,836 | $666,908 | $613,744 | -$53,164 | -7.97% | |
| Independent Financial Group, Llc | 0.01% | 44,732 | $650,851 | $598,961 | -$51,890 | -7.97% | |
| Bramshill Investments, Llc | 0.05% | 44,174 | $642,732 | $591,490 | -$51,242 | -7.97% | |
| Wedbush Securities Inc | 0.02% | 44,119 | $642,000 | $590,753 | -$51,247 | -7.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,552 | $633,680 | $583,161 | -$50,519 | -7.97% | |
| Crumly & Associates Inc. | 0.11% | 39,750 | $578,363 | $532,253 | -$46,111 | -7.97% | |
| Courier Capital Llc | 0.03% | 37,201 | $541,280 | $498,121 | -$43,159 | -7.97% | |
| Choreo, Llc | 0.01% | 34,866 | $509,227 | $466,856 | -$42,371 | -8.32% | |
| Chicago Partners Investment Group Llc | 0.01% | 31,096 | $435,971 | $416,375 | -$19,596 | -4.49% | |
| Integrated Wealth Concepts Llc | 0.00% | 28,135 | $409,361 | $376,728 | -$32,633 | -7.97% | |
| Truist Financial Corp | 0.00% | 27,858 | $405,332 | $373,019 | -$32,313 | -7.97% | |
| Xtx Topco Ltd | 0.01% | 26,734 | $388,980 | $357,968 | -$31,012 | -7.97% | |
| Cetera Investment Advisers | 0.00% | 25,356 | $368,929 | $339,517 | -$29,412 | -7.97% | |
| Stifel Financial Corp | 0.00% | 23,933 | $348,226 | $320,463 | -$27,763 | -7.97% | |
| First Trust Advisors Lp | 0.00% | 20,420 | $297,111 | $273,424 | -$23,687 | -7.97% | |
| Mathes Company, Inc. | 0.09% | 20,000 | $291,000 | $267,800 | -$23,200 | -7.97% | |
| Rivernorth Capital Management, Llc | 0.01% | 19,996 | $290,942 | $267,746 | -$23,196 | -7.97% | |
| Fortitude Advisory Group L.L.C. | 0.10% | 17,818 | $259,252 | $238,583 | -$20,669 | -7.97% | |
| Iams Wealth Management, Llc | 0.08% | 17,250 | $250,988 | $230,978 | -$20,011 | -7.97% | |
| Baird Financial Group, Inc. | 0.00% | 16,728 | $243,392 | $223,988 | -$19,404 | -7.97% | |
| Hrt Financial Lp | 0.00% | 16,589 | $241,000 | $222,127 | -$18,873 | -7.83% | |
| Citadel Advisors Llc | 0.00% | 15,682 | $228,173 | $209,982 | -$18,191 | -7.97% | |
| Northeast Planning Associates, Inc. / Nh / | 0.17% | 15,410 | $224,217 | $206,340 | -$17,877 | -7.97% | |
| Blackrock, Inc. | 0.00% | 13,132 | $191,071 | $175,837 | -$15,234 | -7.97% | |
| Nwf Advisory Services Inc. | 0.02% | 12,330 | $179,403 | $165,099 | -$14,304 | -7.97% | |
| Alexander Labrunerie & Co., Inc. | 0.06% | 12,047 | $175,284 | $161,309 | -$13,975 | -7.97% | |
| Corient Private Wealth Llc | 0.00% | 11,580 | $168,489 | $155,056 | -$13,433 | -7.97% | |
| Onedigital Investment Advisors Llc | 0.00% | 11,145 | $162,160 | $149,232 | -$12,928 | -7.97% | |
| Focus Financial Network, Inc. | 0.00% | 10,500 | $154,344 | $140,595 | -$13,749 | -8.91% | |
| &Partners | 0.00% | 10,310 | $150,011 | $138,051 | -$11,960 | -7.97% |
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.