PDI Institutional Ownership & Shareholders
PIMCO DYNAMIC INCOME FUND (PDI) is currently held by 358 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.12B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of PDI tracked by InsiderSet, reporting ownership valued at approximately $233.46M 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 $207.46M, representing an estimated loss of -11.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed PDI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in PIMCO DYNAMIC INCOME FUND (PDI).
This page ranks the largest institutional PDI 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
358
Total Reported Value
$1.12B
Largest Holder
Morgan Stanley
Largest Position
$233.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 13,979,935 | $233,464,927 | $207,462,235 | -$26,002,692 | -11.14% | |
| Lpl Financial Llc | 0.02% | 5,545,160 | $92,604,171 | $82,290,174 | -$10,313,997 | -11.14% | |
| Bank Of America Corp | 0.00% | 3,010,801 | $50,280,373 | $44,680,287 | -$5,600,086 | -11.14% | |
| Cetera Investment Advisers | 0.03% | 2,178,984 | $36,389,039 | $32,336,123 | -$4,052,916 | -11.14% | |
| Osaic Holdings, Inc. | 0.04% | 1,829,861 | $30,558,899 | $27,155,137 | -$3,403,762 | -11.14% | |
| Ubs Group Ag | 0.00% | 1,750,310 | $29,230,177 | $25,974,600 | -$3,255,577 | -11.14% | |
| Raymond James Financial Inc | 0.01% | 1,585,101 | $26,471,183 | $23,522,899 | -$2,948,284 | -11.14% | |
| Wells Fargo & Company/Mn | 0.00% | 1,534,884 | $25,632,560 | $22,777,679 | -$2,854,881 | -11.14% | |
| Cohen & Steers, Inc. | 0.04% | 1,514,050 | $25,285,000 | $22,468,502 | -$2,816,498 | -11.14% | |
| Royal Bank Of Canada | 0.00% | 1,455,710 | $24,311,000 | $21,602,736 | -$2,708,264 | -11.14% | |
| Pfg Investments, Llc | 0.93% | 1,438,078 | $24,015,907 | $21,341,078 | -$2,674,829 | -11.14% | |
| Estate Planners Group, Llc | 10.30% | 1,363,819 | $22,775,783 | $20,239,074 | -$2,536,709 | -11.14% | |
| Td Waterhouse Canada Inc. | 0.05% | 1,392,511 | $19,810,130 | $20,664,863 | +$854,733 | +4.31% | |
| J.W. Cole Advisors, Inc. | 0.33% | 1,380,831 | $19,373,053 | $20,491,532 | +$1,118,479 | +5.77% | |
| Cerity Partners Llc | 0.02% | 985,250 | $16,453,317 | $14,621,110 | -$1,832,207 | -11.14% | |
| Envestnet Asset Management Inc | 0.00% | 839,521 | $14,019,998 | $12,458,492 | -$1,561,506 | -11.14% | |
| Cyndeo Wealth Partners, Llc | 0.60% | 949,054 | $13,315,228 | $14,083,961 | +$768,733 | +5.77% | |
| Mission Hills Financial Advisory, Llc | 5.51% | 751,235 | $12,545,630 | $11,148,327 | -$1,397,303 | -11.14% | |
| Private Advisor Group, Llc | 0.05% | 713,369 | $11,913,263 | $10,586,396 | -$1,326,867 | -11.14% | |
| Guggenheim Capital Llc | 0.07% | 608,146 | $10,156,038 | $9,024,887 | -$1,131,151 | -11.14% | |
| Cornerstone Advisory, Llc | 0.69% | 501,259 | $8,371,029 | $7,438,684 | -$932,345 | -11.14% | |
| Independent Financial Group, Llc | 0.15% | 580,408 | $8,143,128 | $8,613,255 | +$470,127 | +5.77% | |
| Janney Montgomery Scott Llc | 0.02% | 477,384 | $7,972,000 | $7,084,379 | -$887,621 | -11.13% | |
| Commonwealth Equity Services, Llc | 0.01% | 563,064 | $7,899,790 | $8,355,870 | +$456,080 | +5.77% | |
| Summit Financial, Llc | 0.09% | 465,415 | $7,874,026 | $6,906,759 | -$967,267 | -12.28% | |
| Verus Capital Partners, Llc | 0.41% | 559,535 | $7,850,275 | $8,303,499 | +$453,224 | +5.77% | |
| Orion Porfolio Solutions, Llc | 0.06% | 446,181 | $7,451,218 | $6,621,326 | -$829,892 | -11.14% | |
| Noble Wealth Management Pbc | 3.38% | 524,175 | $7,354,169 | $7,778,757 | +$424,588 | +5.77% | |
| Newedge Advisors, Llc | 0.02% | 431,148 | $7,200,167 | $6,398,236 | -$801,931 | -11.14% | |
| Avior Wealth Management, Llc | 0.17% | 470,757 | $6,604,718 | $6,986,034 | +$381,316 | +5.77% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.99% | 388,727 | $6,491,741 | $5,768,709 | -$723,032 | -11.14% | |
| Wealthcare Advisory Partners Llc | 0.11% | 447,143 | $6,273,416 | $6,635,602 | +$362,186 | +5.77% | |
| Allium Financial Advisors, Llc | 4.06% | 371,490 | $6,203,887 | $5,512,912 | -$690,975 | -11.14% | |
| Wagner Wealth Management, Llc | 0.98% | 401,708 | $5,635,968 | $5,961,347 | +$325,379 | +5.77% | |
| Destiny Wealth Partners, Llc | 0.57% | 385,275 | $5,567,221 | $5,717,481 | +$150,260 | +2.70% | |
| Kestra Advisory Services, Llc | 0.02% | 394,201 | $5,530,644 | $5,849,943 | +$319,299 | +5.77% | |
| Rivernorth Capital Management, Llc | 0.25% | 320,522 | $5,352,713 | $4,756,546 | -$596,167 | -11.14% | |
| Principal Securities, Inc. | 0.06% | 303,855 | $5,074,386 | $4,509,208 | -$565,178 | -11.14% | |
| Alliancebernstein L.P. | 0.00% | 282,580 | $4,834,944 | $4,193,487 | -$641,457 | -13.27% | |
| Logan Stone Capital, Llc | 1.00% | 284,734 | $4,755,058 | $4,225,453 | -$529,605 | -11.14% | |
| Rfg Advisory, Llc | 0.06% | 321,310 | $4,507,978 | $4,768,240 | +$260,262 | +5.77% | |
| Icon Advisers Inc/Co | 0.84% | 268,890 | $4,490,463 | $3,990,328 | -$500,135 | -11.14% | |
| Sentinel Advisory Group, Llc | 1.82% | 317,815 | $4,458,940 | $4,716,375 | +$257,435 | +5.77% | |
| Arax Advisory Partners | 0.03% | 266,894 | $4,457,141 | $3,960,707 | -$496,434 | -11.14% | |
| Pnc Financial Services Group, Inc. | 0.00% | 262,230 | $4,379,242 | $3,891,493 | -$487,749 | -11.14% | |
| Wealth Care Llc | 3.38% | 249,620 | $4,168,643 | $3,704,361 | -$464,282 | -11.14% | |
| Bank Of Montreal | 0.00% | 243,163 | $4,060,822 | $3,608,539 | -$452,283 | -11.14% | |
| U.S. Capital Wealth Advisors, Llc | 0.10% | 232,987 | $3,986,413 | $3,457,527 | -$528,886 | -13.27% | |
| Beta Wealth Group, Inc. | 1.40% | 224,187 | $3,743,916 | $3,326,935 | -$416,981 | -11.14% | |
| Xtx Topco Ltd | 0.05% | 223,099 | $3,725,753 | $3,310,789 | -$414,964 | -11.14% |
Frequently asked questions about PDI
Who are the largest institutional holders of PDI?
The largest institutional holders of PDI reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Cetera Investment Advisers, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported PDI position.
What is PDI institutional ownership?
This page tracks PDI positions reported by institutional investment managers through SEC Form 13F. PIMCO DYNAMIC INCOME FUND (PDI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PDI?
InsiderSet currently tracks 358 institutional managers reporting PDI 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 PDI shareholders.
How much PDI stock do institutions own?
Institutional investment managers disclosed approximately $1.12B in PDI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PDI institutional ownership last updated?
The latest PDI 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 PDI 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 PDI position after the reporting date.
Are institutions buying or selling PDI?
Institutional buying and selling can be analyzed by comparing PDI positions across consecutive 13F reporting periods. InsiderSet's PDI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PDI ownership changes.
How has PDI institutional ownership changed over time?
InsiderSet tracks PDI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.