PFL Institutional Ownership & Shareholders
PIMCO INCOME STRATEGY FUND (PFL) is currently held by 80 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $62.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of PFL tracked by InsiderSet, reporting ownership valued at approximately $6.99M 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 $5.99M, representing an estimated loss of -14.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed PFL value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Guggenheim Capital Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in PIMCO INCOME STRATEGY FUND (PFL).
This page ranks the largest institutional PFL 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
80
Total Reported Value
$62.15M
Largest Holder
Ameriprise Financial Inc
Largest Position
$6.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.00% | 886,431 | $6,985,077 | $5,992,274 | -$992,803 | -14.21% | |
| Guggenheim Capital Llc | 0.04% | 880,069 | $6,934,944 | $5,949,266 | -$985,678 | -14.21% | |
| Morgan Stanley | 0.00% | 594,857 | $4,687,476 | $4,021,233 | -$666,243 | -14.21% | |
| Shaker Financial Services, Llc | 1.26% | 548,253 | $3,808,927 | $3,706,190 | -$102,737 | -2.70% | |
| Lpl Financial Llc | 0.00% | 432,726 | $3,409,882 | $2,925,228 | -$484,654 | -14.21% | |
| Independent Financial Group, Llc | 0.06% | 466,636 | $3,219,792 | $3,154,459 | -$65,333 | -2.03% | |
| Hohimer Wealth Management, Llc | 0.32% | 390,256 | $3,075,218 | $2,638,131 | -$437,087 | -14.21% | |
| Invesco Ltd. | 0.00% | 348,669 | $2,747,512 | $2,357,002 | -$390,510 | -14.21% | |
| Graniteshares Advisors Llc | 1.54% | 340,656 | $2,350,526 | $2,302,835 | -$47,691 | -2.03% | |
| Stifel Financial Corp | 0.00% | 281,194 | $2,215,820 | $1,900,871 | -$314,949 | -14.21% | |
| Centaurus Financial, Inc. | 0.08% | 257,011 | $2,025,000 | $1,737,394 | -$287,606 | -14.20% | |
| Cetera Investment Advisers | 0.00% | 254,097 | $2,002,287 | $1,717,696 | -$284,591 | -14.21% | |
| Royal Bank Of Canada | 0.00% | 246,959 | $1,946,000 | $1,669,443 | -$276,557 | -14.21% | |
| Osaic Holdings, Inc. | 0.00% | 224,184 | $1,766,559 | $1,515,484 | -$251,075 | -14.21% | |
| Bank Of America Corp | 0.00% | 204,405 | $1,610,710 | $1,381,778 | -$228,932 | -14.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 180,611 | $1,423,210 | $1,220,930 | -$202,280 | -14.21% | |
| Lido Advisors, Llc | 0.00% | 123,883 | $1,345,371 | $837,449 | -$507,922 | -37.75% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 140,301 | $1,105,573 | $948,435 | -$157,138 | -14.21% | |
| Horizon Kinetics Asset Management Llc | 0.01% | 93,252 | $734,826 | $630,384 | -$104,442 | -14.21% | |
| Truist Financial Corp | 0.00% | 90,179 | $622,237 | $609,610 | -$12,627 | -2.03% | |
| Newedge Advisors, Llc | 0.00% | 70,753 | $557,534 | $478,290 | -$79,244 | -14.21% | |
| Geneos Wealth Management Inc. | 0.01% | 65,719 | $517,866 | $444,260 | -$73,606 | -14.21% | |
| Raymond James Financial Inc | 0.00% | 62,209 | $490,208 | $420,533 | -$69,675 | -14.21% | |
| Ubs Group Ag | 0.00% | 60,248 | $474,754 | $407,276 | -$67,478 | -14.21% | |
| Wells Fargo & Company/Mn | 0.00% | 60,134 | $473,853 | $406,506 | -$67,347 | -14.21% | |
| Cypress Capital Group | 0.04% | 58,213 | $458,718 | $393,520 | -$65,198 | -14.21% | |
| J.W. Cole Advisors, Inc. | 0.01% | 54,677 | $430,855 | $369,617 | -$61,238 | -14.21% | |
| Jane Street Group, Llc | 0.00% | 52,118 | $410,689 | $352,318 | -$58,371 | -14.21% | |
| Janney Montgomery Scott Llc | 0.00% | 48,510 | $382,000 | $327,928 | -$54,072 | -14.16% | |
| Kestra Advisory Services, Llc | 0.00% | 46,173 | $367,602 | $312,129 | -$55,473 | -15.09% | |
| Sanctuary Advisors, Llc | 0.00% | 43,345 | $341,555 | $293,012 | -$48,543 | -14.21% | |
| Citadel Advisors Llc | 0.00% | 42,564 | $335,404 | $287,733 | -$47,671 | -14.21% | |
| Silver Oak Securities, Incorporated | 0.02% | 41,333 | $325,704 | $279,411 | -$46,293 | -14.21% | |
| Td Waterhouse Canada Inc. | 0.00% | 43,665 | $301,563 | $295,175 | -$6,388 | -2.12% | |
| D.A. Davidson & Co. | 0.00% | 42,847 | $295,648 | $289,646 | -$6,002 | -2.03% | |
| Stonex Group Inc. | 0.01% | 36,389 | $289,314 | $245,990 | -$43,324 | -14.97% | |
| Fortitude Advisory Group L.L.C. | 0.11% | 40,072 | $276,497 | $270,887 | -$5,610 | -2.03% | |
| Noble Wealth Management Pbc | 0.12% | 37,462 | $258,488 | $253,243 | -$5,245 | -2.03% | |
| Imc-Chicago, Llc | 0.00% | 31,932 | $251,624 | $215,860 | -$35,764 | -14.21% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 27,079 | $213,390 | $183,054 | -$30,336 | -14.22% | |
| Shufro Rose & Co Llc | 0.01% | 24,100 | $189,908 | $162,916 | -$26,992 | -14.21% | |
| Pfg Investments, Llc | 0.01% | 23,500 | $185,180 | $158,860 | -$26,320 | -14.21% | |
| Beacon Pointe Advisors, Llc | 0.00% | 21,344 | $168,189 | $144,285 | -$23,904 | -14.21% | |
| Blackrock, Inc. | 0.00% | 19,764 | $155,740 | $133,605 | -$22,135 | -14.21% | |
| Bensler, Llc | 0.01% | 17,530 | $138,136 | $118,503 | -$19,633 | -14.21% | |
| National Bank Of Canada | 0.00% | 17,113 | $134,508 | $115,684 | -$18,824 | -13.99% | |
| Elm3 Financial Group, Llc | 0.09% | 19,252 | $132,839 | $130,144 | -$2,695 | -2.03% | |
| Element Wealth, Llc | 0.05% | 15,859 | $124,968 | $107,207 | -$17,761 | -14.21% | |
| Foundations Investment Advisors, Llc | 0.00% | 15,203 | $119,798 | $102,772 | -$17,026 | -14.21% | |
| Focus Partners Wealth | 0.00% | 15,183 | $119,642 | $102,637 | -$17,005 | -14.21% |
Frequently asked questions about PFL
Who are the largest institutional holders of PFL?
The largest institutional holders of PFL reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Guggenheim Capital Llc, Morgan Stanley, Shaker Financial Services, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported PFL position.
What is PFL institutional ownership?
This page tracks PFL positions reported by institutional investment managers through SEC Form 13F. PIMCO INCOME STRATEGY FUND (PFL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFL?
InsiderSet currently tracks 80 institutional managers reporting PFL 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 PFL shareholders.
How much PFL stock do institutions own?
Institutional investment managers disclosed approximately $62.15M in PFL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFL institutional ownership last updated?
The latest PFL 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 PFL 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 PFL position after the reporting date.
Are institutions buying or selling PFL?
Institutional buying and selling can be analyzed by comparing PFL positions across consecutive 13F reporting periods. InsiderSet's PFL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFL ownership changes.
How has PFL institutional ownership changed over time?
InsiderSet tracks PFL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.