PIMCO INCOME STRATEGY FUND (PFL) Institutional Shareholders
PIMCO INCOME STRATEGY FUND (PFL) 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 $62.60M in PFL holdings during the latest filing period.
Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of PFL tracked by InsiderSet, reporting ownership valued at approximately $7.64M 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 $7.37M, representing an estimated loss of -3.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed PFL value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Ameriprise Financial Inc, 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
83
Total Reported Value
$62.60M
Largest Holder
Guggenheim Capital Llc
Largest Position
$7.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guggenheim Capital Llc | 0.06% | 955,029 | $7,640,232 | $7,372,824 | -$267,408 | -3.50% | |
| Ameriprise Financial Inc | 0.00% | 805,007 | $6,440,051 | $6,214,654 | -$225,397 | -3.50% | |
| Morgan Stanley | 0.00% | 589,039 | $4,712,313 | $4,547,381 | -$164,932 | -3.50% | |
| Independent Financial Group, Llc | 0.08% | 524,739 | $4,134,942 | $4,050,985 | -$83,957 | -2.03% | |
| Lpl Financial Llc | 0.00% | 419,885 | $3,359,081 | $3,241,512 | -$117,569 | -3.50% | |
| Wells Fargo & Company/Mn | 0.00% | 411,848 | $3,294,787 | $3,179,467 | -$115,320 | -3.50% | |
| Hohimer Wealth Management, Llc | 0.32% | 390,256 | $3,075,218 | $3,012,776 | -$62,442 | -2.03% | |
| Invesco Ltd. | 0.00% | 331,441 | $2,651,528 | $2,558,725 | -$92,803 | -3.50% | |
| Shaker Financial Services, Llc | 0.74% | 295,080 | $2,346,600 | $2,278,018 | -$68,582 | -2.92% | |
| Graniteshares Advisors Llc | 1.68% | 291,488 | $2,331,904 | $2,250,287 | -$81,617 | -3.50% | |
| Stifel Financial Corp | 0.00% | 275,920 | $2,207,372 | $2,130,102 | -$77,270 | -3.50% | |
| Royal Bank Of Canada | 0.00% | 235,475 | $1,884,000 | $1,817,867 | -$66,133 | -3.51% | |
| Osaic Holdings, Inc. | 0.00% | 234,646 | $1,877,168 | $1,811,467 | -$65,701 | -3.50% | |
| Cetera Investment Advisers | 0.00% | 214,507 | $1,716,054 | $1,655,994 | -$60,060 | -3.50% | |
| Bank Of America Corp | 0.00% | 205,189 | $1,641,512 | $1,584,059 | -$57,453 | -3.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 180,611 | $1,423,210 | $1,394,317 | -$28,893 | -2.03% | |
| Pinnacle Financial Partners, Inc. | 0.01% | 140,956 | $1,127,648 | $1,088,180 | -$39,468 | -3.50% | |
| Horizon Kinetics Asset Management Llc | 0.01% | 93,252 | $746,016 | $719,905 | -$26,111 | -3.50% | |
| Truist Financial Corp | 0.00% | 93,980 | $740,566 | $725,526 | -$15,040 | -2.03% | |
| Navis Wealth Advisors, Llc | 0.28% | 68,651 | $549,208 | $529,986 | -$19,222 | -3.50% | |
| Raymond James Financial Inc | 0.00% | 59,369 | $474,953 | $458,329 | -$16,624 | -3.50% | |
| Cypress Capital Group | 0.05% | 58,213 | $465,704 | $449,404 | -$16,300 | -3.50% | |
| J.W. Cole Advisors, Inc. | 0.01% | 54,677 | $430,855 | $422,106 | -$8,749 | -2.03% | |
| Geneos Wealth Management Inc. | 0.01% | 52,956 | $423,648 | $408,820 | -$14,828 | -3.50% | |
| Silver Oak Securities, Incorporated | 0.03% | 46,343 | $370,744 | $357,768 | -$12,976 | -3.50% | |
| Kestra Advisory Services, Llc | 0.00% | 46,173 | $367,602 | $356,456 | -$11,146 | -3.03% | |
| Sanctuary Advisors, Llc | 0.00% | 42,077 | $336,617 | $324,834 | -$11,783 | -3.50% | |
| Td Waterhouse Canada Inc. | 0.00% | 41,665 | $328,924 | $321,654 | -$7,270 | -2.21% | |
| Jane Street Group, Llc | 0.00% | 38,315 | $306,520 | $295,792 | -$10,728 | -3.50% | |
| Noble Wealth Management Pbc | 0.14% | 38,262 | $301,505 | $295,383 | -$6,122 | -2.03% | |
| Clear Point Advisors Inc. | 0.23% | 5,642 | $294,470 | $43,556 | -$250,914 | -85.21% | |
| D.A. Davidson & Co. | 0.00% | 36,233 | $285,523 | $279,719 | -$5,804 | -2.03% | |
| Fortitude Advisory Group L.L.C. | 0.08% | 26,745 | $210,751 | $206,471 | -$4,280 | -2.03% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 25,149 | $201,199 | $194,150 | -$7,049 | -3.50% | |
| Shufro Rose & Co Llc | 0.01% | 24,100 | $192,800 | $186,052 | -$6,748 | -3.50% | |
| Pfg Investments, Llc | 0.01% | 23,500 | $185,180 | $181,420 | -$3,760 | -2.03% | |
| Elm3 Financial Group, Llc | 0.12% | 22,527 | $177,513 | $173,908 | -$3,605 | -2.03% | |
| Armor Investment Advisors, Llc | 0.06% | 21,736 | $173,888 | $167,802 | -$6,086 | -3.50% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 21,406 | $171,248 | $165,254 | -$5,994 | -3.50% | |
| Beacon Pointe Advisors, Llc | 0.00% | 20,959 | $167,671 | $161,803 | -$5,868 | -3.50% | |
| Stonex Group Inc. | 0.01% | 19,878 | $160,598 | $153,458 | -$7,140 | -4.45% | |
| Blackrock, Inc. | 0.00% | 19,764 | $158,112 | $152,578 | -$5,534 | -3.50% | |
| Lido Advisors, Llc | 0.00% | 18,815 | $152,052 | $145,252 | -$6,800 | -4.47% | |
| Kingsview Wealth Management, Llc | 0.00% | 18,951 | $151,611 | $146,302 | -$5,309 | -3.50% | |
| Bensler, Llc | 0.01% | 17,530 | $138,136 | $135,332 | -$2,804 | -2.03% | |
| Ubs Group Ag | 0.00% | 17,140 | $137,120 | $132,321 | -$4,799 | -3.50% | |
| National Bank Of Canada | 0.00% | 17,113 | $136,562 | $132,112 | -$4,450 | -3.26% | |
| Western Wealth Management, Llc | 0.00% | 16,788 | $134,306 | $129,603 | -$4,703 | -3.50% | |
| Sowell Financial Services Llc | 0.00% | 16,641 | $131,131 | $128,469 | -$2,662 | -2.03% | |
| Element Wealth, Llc | 0.05% | 15,350 | $122,803 | $118,502 | -$4,301 | -3.50% |
Frequently asked questions about PFL
Who owns the most PFL stock?
The largest holders of PFL 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 INCOME STRATEGY FUND (PFL).
Is PFL widely held by superinvestors?
Many widely followed stocks like PFL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFL 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.