PDO Institutional Ownership & Shareholders
PIMCO DYNAMIC INCOME OPPORT (PDO) is currently held by 134 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $371.10M 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 PDO tracked by InsiderSet, reporting ownership valued at approximately $68.45M 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 $60.84M, representing an estimated loss of -11.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed PDO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in PIMCO DYNAMIC INCOME OPPORT (PDO).
This page ranks the largest institutional PDO 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
134
Total Reported Value
$371.10M
Largest Holder
Morgan Stanley
Largest Position
$68.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 5,177,726 | $68,449,553 | $60,838,281 | -$7,611,273 | -11.12% | |
| Ubs Group Ag | 0.01% | 3,641,299 | $48,137,973 | $42,785,263 | -$5,352,710 | -11.12% | |
| Royal Bank Of Canada | 0.01% | 2,453,583 | $32,437,000 | $28,829,600 | -$3,607,400 | -11.12% | |
| Wells Fargo & Company/Mn | 0.01% | 2,242,251 | $29,642,560 | $26,346,449 | -$3,296,111 | -11.12% | |
| Cerity Partners Llc | 0.03% | 1,734,470 | $22,929,666 | $20,380,023 | -$2,549,644 | -11.12% | |
| Cohen & Steers, Inc. | 0.03% | 1,287,083 | $17,015,000 | $15,123,225 | -$1,891,775 | -11.12% | |
| Invesco Ltd. | 0.00% | 1,025,116 | $13,552,033 | $12,045,113 | -$1,506,920 | -11.12% | |
| Guggenheim Capital Llc | 0.07% | 842,290 | $11,135,074 | $9,896,908 | -$1,238,167 | -11.12% | |
| Bank Of America Corp | 0.00% | 840,308 | $11,108,870 | $9,873,619 | -$1,235,251 | -11.12% | |
| Cercano Management Llc | 1.38% | 783,312 | $10,355,385 | $9,203,916 | -$1,151,469 | -11.12% | |
| Raymond James Financial Inc | 0.00% | 653,870 | $8,644,160 | $7,682,973 | -$961,188 | -11.12% | |
| Commonwealth Equity Services, Llc | 0.01% | 610,717 | $7,243,108 | $7,175,925 | -$67,183 | -0.93% | |
| Cetera Investment Advisers | 0.01% | 457,620 | $6,049,742 | $5,377,035 | -$672,707 | -11.12% | |
| Lpl Financial Llc | 0.00% | 373,292 | $4,934,914 | $4,386,181 | -$548,733 | -11.12% | |
| Leavell Investment Management, Inc. | 0.18% | 363,117 | $4,846,548 | $4,266,625 | -$579,923 | -11.97% | |
| J.W. Cole Advisors, Inc. | 0.08% | 357,226 | $4,722,528 | $4,197,406 | -$525,123 | -11.12% | |
| Private Advisor Group, Llc | 0.02% | 281,827 | $3,725,752 | $3,311,467 | -$414,285 | -11.12% | |
| Cornerstone Advisory, Llc | 0.31% | 278,910 | $3,687,197 | $3,277,193 | -$410,005 | -11.12% | |
| Osaic Holdings, Inc. | 0.00% | 278,158 | $3,677,431 | $3,268,357 | -$409,075 | -11.12% | |
| Integrity Wealth Partners, Llc | 2.69% | 292,599 | $3,470,219 | $3,438,038 | -$32,181 | -0.93% | |
| Element Wealth, Llc | 1.11% | 224,130 | $2,963,001 | $2,633,528 | -$329,474 | -11.12% | |
| Venture Visionary Partners Llc | 0.08% | 245,399 | $2,910,432 | $2,883,438 | -$26,994 | -0.93% | |
| Shaker Financial Services, Llc | 0.78% | 198,795 | $2,374,049 | $2,335,841 | -$38,208 | -1.61% | |
| Capital Investment Advisors, Llc | 0.03% | 186,516 | $2,212,080 | $2,191,563 | -$20,517 | -0.93% | |
| Belpointe Asset Management Llc | 0.07% | 163,917 | $2,166,983 | $1,926,025 | -$240,958 | -11.12% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 174,270 | $2,103,435 | $2,047,673 | -$55,763 | -2.65% | |
| Estate Planners Group, Llc | 0.90% | 151,164 | $1,998,383 | $1,776,177 | -$222,206 | -11.12% | |
| Kestra Advisory Services, Llc | 0.00% | 139,585 | $1,655,479 | $1,640,124 | -$15,355 | -0.93% | |
| Sanctuary Advisors, Llc | 0.01% | 110,468 | $1,460,387 | $1,297,999 | -$162,388 | -11.12% | |
| Independent Financial Group, Llc | 0.03% | 122,268 | $1,450,100 | $1,436,649 | -$13,451 | -0.93% | |
| International Assets Investment Management, Llc | 0.09% | 120,735 | $1,428,295 | $1,418,636 | -$9,659 | -0.68% | |
| Newedge Advisors, Llc | 0.00% | 97,171 | $1,284,600 | $1,141,759 | -$142,841 | -11.12% | |
| Palogic Value Management, L.P. | 0.44% | 93,184 | $1,231,892 | $1,094,912 | -$136,980 | -11.12% | |
| Triumph Capital Management | 0.21% | 101,431 | $1,202,969 | $1,191,814 | -$11,155 | -0.93% | |
| Envestnet Asset Management Inc | 0.00% | 86,308 | $1,140,986 | $1,014,119 | -$126,867 | -11.12% | |
| Concurrent Investment Advisors, Llc | 0.01% | 89,775 | $1,064,732 | $1,054,856 | -$9,876 | -0.93% | |
| &Partners | 0.00% | 73,472 | $996,412 | $863,296 | -$133,116 | -13.36% | |
| Susquehanna International Group, Llp | 0.00% | 74,341 | $982,788 | $873,507 | -$109,281 | -11.12% | |
| Americana Partners, Llc | 0.02% | 79,317 | $940,702 | $931,975 | -$8,727 | -0.93% | |
| Gridiron Partners, Llc | 0.47% | 78,459 | $930,524 | $921,893 | -$8,631 | -0.93% | |
| Xtx Topco Ltd | 0.01% | 69,240 | $915,353 | $813,570 | -$101,783 | -11.12% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.27% | 66,751 | $882,448 | $784,324 | -$98,124 | -11.12% | |
| Goldstone Financial Group, Llc | 0.08% | 62,742 | $829,449 | $737,219 | -$92,231 | -11.12% | |
| Jane Street Group, Llc | 0.00% | 58,739 | $776,529 | $690,183 | -$86,346 | -11.12% | |
| Rfg Advisory, Llc | 0.01% | 52,833 | $698,452 | $620,788 | -$77,664 | -11.12% | |
| Bramshill Investments, Llc | 0.05% | 52,693 | $696,601 | $619,143 | -$77,458 | -11.12% | |
| Alphacore Capital Llc | 0.01% | 50,839 | $678,572 | $597,358 | -$81,214 | -11.97% | |
| Boreal Capital Management Llc | 0.49% | 0 | $661,469 | — | — | — | |
| Hbk Sorce Advisory Llc | 0.01% | 50,000 | $650,500 | $587,500 | -$63,000 | -9.68% | |
| Nwf Advisory Services Inc. | 0.06% | 52,908 | $627,491 | $621,669 | -$5,822 | -0.93% |
Frequently asked questions about PDO
Who are the largest institutional holders of PDO?
The largest institutional holders of PDO reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, Royal Bank Of Canada, Wells Fargo & Company/Mn, and Cerity Partners Llc. InsiderSet ranks institutional holders by their latest reported PDO position.
What is PDO institutional ownership?
This page tracks PDO positions reported by institutional investment managers through SEC Form 13F. PIMCO DYNAMIC INCOME OPPORT (PDO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PDO?
InsiderSet currently tracks 134 institutional managers reporting PDO 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 PDO shareholders.
How much PDO stock do institutions own?
Institutional investment managers disclosed approximately $371.10M in PDO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PDO institutional ownership last updated?
The latest PDO 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 PDO 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 PDO position after the reporting date.
Are institutions buying or selling PDO?
Institutional buying and selling can be analyzed by comparing PDO positions across consecutive 13F reporting periods. InsiderSet's PDO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PDO ownership changes.
How has PDO institutional ownership changed over time?
InsiderSet tracks PDO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.