PIMCO DYNAMIC INCOME OPPORT (PDO) Institutional Shareholders
PIMCO DYNAMIC INCOME OPPORT (PDO) 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 $345.92M in PDO holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PDO tracked by InsiderSet, reporting ownership valued at approximately $65.81M 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 $66.47M, representing an estimated gain of +1.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed PDO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Wells Fargo & Company/Mn, 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
140
Total Reported Value
$345.92M
Largest Holder
Morgan Stanley
Largest Position
$65.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
159
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 5,089,711 | $65,809,963 | $66,471,626 | +$661,663 | +1.01% | |
| Ubs Group Ag | 0.01% | 3,565,457 | $46,101,359 | $46,564,868 | +$463,509 | +1.01% | |
| Wells Fargo & Company/Mn | 0.01% | 2,374,387 | $30,700,820 | $31,009,494 | +$308,674 | +1.01% | |
| Royal Bank Of Canada | 0.01% | 2,347,194 | $30,348,000 | $30,654,354 | +$306,354 | +1.01% | |
| Cerity Partners Llc | 0.03% | 1,745,837 | $22,573,708 | $22,800,631 | +$226,923 | +1.01% | |
| Invesco Ltd. | 0.00% | 983,369 | $12,714,961 | $12,842,799 | +$127,838 | +1.01% | |
| Guggenheim Capital Llc | 0.09% | 865,387 | $11,189,454 | $11,301,954 | +$112,500 | +1.01% | |
| Bank Of America Corp | 0.00% | 840,793 | $10,871,450 | $10,980,757 | +$109,307 | +1.01% | |
| Commonwealth Equity Services, Llc | 0.01% | 649,618 | $8,587,950 | $8,484,011 | -$103,939 | -1.21% | |
| Raymond James Financial Inc | 0.00% | 657,563 | $8,502,286 | $8,587,773 | +$85,487 | +1.01% | |
| Hightower Advisors, Llc | 0.01% | 566,992 | $7,331,213 | $7,404,916 | +$73,703 | +1.01% | |
| Leavell Investment Management, Inc. | 0.18% | 363,117 | $4,846,548 | $4,742,308 | -$104,240 | -2.15% | |
| Lpl Financial Llc | 0.00% | 365,731 | $4,728,899 | $4,776,447 | +$47,548 | +1.01% | |
| J.W. Cole Advisors, Inc. | 0.08% | 357,226 | $4,722,528 | $4,665,372 | -$57,156 | -1.21% | |
| Private Advisor Group, Llc | 0.02% | 281,827 | $3,725,752 | $3,680,661 | -$45,091 | -1.21% | |
| International Assets Investment Management, Llc | 0.22% | 279,246 | $3,702,802 | $3,646,953 | -$55,849 | -1.51% | |
| Cornerstone Advisory, Llc | 0.31% | 278,910 | $3,687,197 | $3,642,565 | -$44,632 | -1.21% | |
| Integrity Wealth Partners, Llc | 2.71% | 233,197 | $3,015,237 | $3,045,553 | +$30,316 | +1.01% | |
| Element Wealth, Llc | 1.20% | 224,499 | $2,902,767 | $2,931,957 | +$29,190 | +1.01% | |
| Osaic Holdings, Inc. | 0.00% | 220,773 | $2,854,733 | $2,883,295 | +$28,562 | +1.00% | |
| Capital Investment Advisors, Llc | 0.04% | 196,990 | $2,547,087 | $2,572,689 | +$25,602 | +1.01% | |
| Cetera Investment Advisers | 0.00% | 195,582 | $2,528,872 | $2,554,301 | +$25,429 | +1.01% | |
| Venture Visionary Partners Llc | 0.07% | 187,532 | $2,479,173 | $2,449,168 | -$30,005 | -1.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 179,552 | $2,388,046 | $2,344,949 | -$43,097 | -1.80% | |
| Jane Street Group, Llc | 0.00% | 175,425 | $2,268,246 | $2,291,051 | +$22,805 | +1.01% | |
| Belpointe Asset Management Llc | 0.07% | 163,917 | $2,166,983 | $2,140,756 | -$26,227 | -1.21% | |
| Estate Planners Group, Llc | 0.94% | 151,178 | $1,954,734 | $1,974,385 | +$19,651 | +1.01% | |
| &Partners | 0.01% | 132,772 | $1,716,743 | $1,734,002 | +$17,259 | +1.01% | |
| Independent Financial Group, Llc | 0.03% | 125,668 | $1,661,326 | $1,641,224 | -$20,102 | -1.21% | |
| Concurrent Investment Advisors, Llc | 0.01% | 99,525 | $1,315,721 | $1,299,797 | -$15,925 | -1.21% | |
| Triumph Capital Management | 0.23% | 96,752 | $1,279,061 | $1,263,581 | -$15,480 | -1.21% | |
| Kestra Advisory Services, Llc | 0.00% | 94,942 | $1,255,132 | $1,239,943 | -$15,189 | -1.21% | |
| Rivernorth Capital Management, Llc | 0.06% | 95,649 | $1,236,742 | $1,249,176 | +$12,434 | +1.01% | |
| Navis Wealth Advisors, Llc | 0.60% | 90,524 | $1,170,475 | $1,182,243 | +$11,768 | +1.01% | |
| Palogic Value Management, L.P. | 0.51% | 90,184 | $1,166,079 | $1,177,803 | +$11,724 | +1.01% | |
| Envestnet Asset Management Inc | 0.00% | 86,308 | $1,140,986 | $1,127,182 | -$13,804 | -1.21% | |
| Shaker Financial Services, Llc | 0.36% | 85,176 | $1,135,689 | $1,112,399 | -$23,290 | -2.05% | |
| Anchor Capital Management Group Inc | 0.77% | 84,500 | $1,117,090 | $1,103,570 | -$13,520 | -1.21% | |
| Americana Partners, Llc | 0.03% | 79,317 | $1,025,571 | $1,035,880 | +$10,309 | +1.01% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 68,998 | $892,144 | $901,114 | +$8,970 | +1.01% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.29% | 66,751 | $863,090 | $871,768 | +$8,678 | +1.01% | |
| Goldstone Financial Group, Llc | 0.09% | 64,610 | $835,404 | $843,807 | +$8,403 | +1.01% | |
| Susquehanna International Group, Llp | 0.00% | 63,535 | $821,508 | $829,767 | +$8,259 | +1.01% | |
| Xtx Topco Ltd | 0.01% | 60,268 | $779,265 | $787,100 | +$7,835 | +1.01% | |
| Rfg Advisory, Llc | 0.01% | 52,833 | $698,452 | $689,999 | -$8,453 | -1.21% | |
| Bramshill Investments, Llc | 0.06% | 52,116 | $673,860 | $680,635 | +$6,775 | +1.01% | |
| Hbk Sorce Advisory Llc | 0.01% | 50,000 | $664,500 | $653,000 | -$11,500 | -1.73% | |
| Samalin Investment Counsel, Llc | 0.21% | 49,512 | $654,552 | $646,627 | -$7,925 | -1.21% | |
| Alphacore Capital Llc | 0.02% | 49,833 | $650,709 | $650,819 | +$110 | +0.02% | |
| Boreal Capital Management Llc | 0.53% | 1 | $647,704 | $13 | -$647,691 | -100.00% |
Frequently asked questions about PDO
Who owns the most PDO stock?
The largest holders of PDO 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 DYNAMIC INCOME OPPORT (PDO).
Is PDO widely held by superinvestors?
Many widely followed stocks like PDO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PDO 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.