PIMCO HIGH INCOME FUND (PHK) Institutional Shareholders
PIMCO HIGH INCOME FUND (PHK) 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 $91.48M in PHK holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PHK tracked by InsiderSet, reporting ownership valued at approximately $11.42M 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 $11.47M, representing an estimated gain of +0.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed PHK value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Orion Porfolio Solutions, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in PIMCO HIGH INCOME FUND (PHK).
This page ranks the largest institutional PHK 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
$91.48M
Largest Holder
Lpl Financial Llc
Largest Position
$11.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
154
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 2,465,679 | $11,416,092 | $11,465,407 | +$49,315 | +0.43% | |
| Orion Porfolio Solutions, Llc | 0.05% | 1,322,308 | $6,122,287 | $6,148,732 | +$26,445 | +0.43% | |
| Osaic Holdings, Inc. | 0.01% | 1,286,879 | $5,958,205 | $5,983,987 | +$25,782 | +0.43% | |
| Ubs Group Ag | 0.00% | 1,265,943 | $5,861,316 | $5,886,635 | +$25,319 | +0.43% | |
| Invesco Ltd. | 0.00% | 1,248,619 | $5,781,106 | $5,806,078 | +$24,972 | +0.43% | |
| Bank Of America Corp | 0.00% | 1,247,814 | $5,777,381 | $5,802,335 | +$24,954 | +0.43% | |
| Guggenheim Capital Llc | 0.04% | 1,072,149 | $4,964,050 | $4,985,493 | +$21,443 | +0.43% | |
| Cetera Investment Advisers | 0.00% | 941,248 | $4,357,976 | $4,376,803 | +$18,827 | +0.43% | |
| Envestnet Asset Management Inc | 0.00% | 926,775 | $4,290,967 | $4,309,504 | +$18,537 | +0.43% | |
| Morgan Stanley | 0.00% | 851,211 | $3,941,107 | $3,958,131 | +$17,024 | +0.43% | |
| Graniteshares Advisors Llc | 1.68% | 504,811 | $2,337,275 | $2,347,371 | +$10,096 | +0.43% | |
| Rivernorth Capital Management, Llc | 0.10% | 447,813 | $2,073,374 | $2,082,330 | +$8,956 | +0.43% | |
| Rfg Advisory, Llc | 0.03% | 390,856 | $1,821,389 | $1,817,480 | -$3,909 | -0.21% | |
| Principal Securities, Inc. | 0.02% | 349,863 | $1,619,866 | $1,626,863 | +$6,997 | +0.43% | |
| Kestra Advisory Services, Llc | 0.00% | 305,337 | $1,422,872 | $1,419,817 | -$3,055 | -0.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 269,895 | $1,257,716 | $1,255,012 | -$2,704 | -0.22% | |
| Elm3 Financial Group, Llc | 0.84% | 264,575 | $1,232,921 | $1,230,274 | -$2,647 | -0.21% | |
| Marks Group Wealth Management, Inc | 0.11% | 261,440 | $1,218,310 | $1,215,696 | -$2,614 | -0.21% | |
| Raymond James Financial Inc | 0.00% | 206,498 | $956,086 | $960,216 | +$4,130 | +0.43% | |
| Shaker Financial Services, Llc | 0.30% | 200,104 | $944,877 | $930,484 | -$14,393 | -1.52% | |
| Whipplewood Advisors, Llc | 0.63% | 202,151 | $942,024 | $940,002 | -$2,022 | -0.21% | |
| Wells Fargo & Company/Mn | 0.00% | 185,772 | $860,126 | $863,840 | +$3,714 | +0.43% | |
| Apollon Wealth Management, Llc | 0.01% | 173,133 | $806,798 | $805,068 | -$1,730 | -0.21% | |
| Baird Financial Group, Inc. | 0.00% | 172,509 | $798,717 | $802,167 | +$3,450 | +0.43% | |
| Creekside Partners | 0.24% | 142,025 | $661,837 | $660,416 | -$1,421 | -0.21% | |
| Jane Street Group, Llc | 0.00% | 142,267 | $658,697 | $661,542 | +$2,845 | +0.43% | |
| Royal Bank Of Canada | 0.00% | 138,610 | $642,000 | $644,537 | +$2,537 | +0.40% | |
| Rathbones Group Plc | 0.00% | 131,400 | $612,324 | $611,010 | -$1,314 | -0.21% | |
| Sanctuary Advisors, Llc | 0.00% | 127,114 | $588,538 | $591,080 | +$2,542 | +0.43% | |
| Benjamin Edwards Inc | 0.01% | 120,285 | $560,545 | $559,325 | -$1,220 | -0.22% | |
| Legend Capital Advisors Llc | 0.33% | 113,678 | $526,329 | $528,603 | +$2,274 | +0.43% | |
| Future Financial Wealth Managment Llc | 0.33% | 113,392 | $525,005 | $527,273 | +$2,268 | +0.43% | |
| Western Wealth Management, Llc | 0.02% | 108,255 | $501,221 | $503,386 | +$2,165 | +0.43% | |
| Rayburn West Financial Services Llc | 0.27% | 99,100 | $458,833 | $460,815 | +$1,982 | +0.43% | |
| Pfg Investments, Llc | 0.02% | 84,456 | $393,563 | $392,720 | -$843 | -0.21% | |
| Kingsview Wealth Management, Llc | 0.01% | 84,218 | $389,928 | $391,614 | +$1,686 | +0.43% | |
| Indivisible Partners | 0.03% | 82,967 | $384,139 | $385,797 | +$1,658 | +0.43% | |
| Integrated Capital Management, Inc. | 0.26% | 81,300 | $378,856 | $378,045 | -$811 | -0.21% | |
| Noble Wealth Management Pbc | 0.16% | 75,443 | $351,562 | $350,810 | -$752 | -0.21% | |
| Capital Investment Advisory Services, Llc | 0.02% | 65,900 | $307,094 | $306,435 | -$659 | -0.21% | |
| Mml Investors Services, Llc | 0.00% | 64,424 | $298,281 | $299,572 | +$1,291 | +0.43% | |
| J.W. Cole Advisors, Inc. | 0.00% | 51,702 | $240,930 | $240,414 | -$516 | -0.21% | |
| Mgo One Seven Llc | 0.00% | 51,672 | $240,790 | $240,275 | -$515 | -0.21% | |
| Independent Financial Group, Llc | 0.00% | 51,442 | $239,720 | $239,205 | -$515 | -0.21% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 51,593 | $238,877 | $239,907 | +$1,030 | +0.43% | |
| New England Private Wealth Advisors Llc | 0.02% | 44,347 | $205,327 | $206,214 | +$887 | +0.43% | |
| Stifel Financial Corp | 0.00% | 41,452 | $191,922 | $192,752 | +$830 | +0.43% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 35,395 | $163,879 | $164,587 | +$708 | +0.43% | |
| Ritholtz Wealth Management | 0.00% | 34,500 | $159,735 | $160,425 | +$690 | +0.43% | |
| Cwm, Llc | 0.00% | 34,162 | $158,170 | $158,853 | +$683 | +0.43% |
Frequently asked questions about PHK
Who owns the most PHK stock?
The largest holders of PHK 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 HIGH INCOME FUND (PHK).
Is PHK widely held by superinvestors?
Many widely followed stocks like PHK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PHK 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.