PHK Institutional Ownership & Shareholders
PIMCO HIGH INCOME FUND (PHK) is currently held by 127 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $99.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PHK tracked by InsiderSet, reporting ownership valued at approximately $11.47M 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 $10.12M, representing an estimated loss of -11.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed PHK value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Osaic Holdings, Inc., Ubs Group Ag, 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
127
Total Reported Value
$99.84M
Largest Holder
Lpl Financial Llc
Largest Position
$11.47M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
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% | 2,461,220 | $11,469,285 | $10,115,614 | -$1,353,671 | -11.80% | |
| Osaic Holdings, Inc. | 0.01% | 1,828,380 | $8,520,216 | $7,514,642 | -$1,005,574 | -11.80% | |
| Ubs Group Ag | 0.00% | 1,395,218 | $6,501,716 | $5,734,346 | -$767,370 | -11.80% | |
| Bank Of America Corp | 0.00% | 1,364,448 | $6,358,326 | $5,607,881 | -$750,445 | -11.80% | |
| Invesco Ltd. | 0.00% | 1,300,222 | $6,059,035 | $5,343,912 | -$715,123 | -11.80% | |
| Cohen & Steers, Inc. | 0.01% | 1,201,591 | $5,599,000 | $4,938,539 | -$660,461 | -11.80% | |
| Guggenheim Capital Llc | 0.03% | 1,139,957 | $5,312,200 | $4,685,223 | -$626,977 | -11.80% | |
| Envestnet Asset Management Inc | 0.00% | 986,473 | $4,596,966 | $4,054,404 | -$542,562 | -11.80% | |
| Morgan Stanley | 0.00% | 922,885 | $4,300,649 | $3,793,057 | -$507,592 | -11.80% | |
| Cetera Investment Advisers | 0.00% | 916,046 | $4,268,768 | $3,764,949 | -$503,819 | -11.80% | |
| Rivernorth Capital Management, Llc | 0.16% | 736,603 | $3,432,570 | $3,027,438 | -$405,132 | -11.80% | |
| Graniteshares Advisors Llc | 1.59% | 589,959 | $2,418,832 | $2,424,731 | +$5,899 | +0.24% | |
| Shaker Financial Services, Llc | 0.70% | 516,772 | $2,118,766 | $2,123,933 | +$5,167 | +0.24% | |
| Principal Securities, Inc. | 0.02% | 405,481 | $1,889,542 | $1,666,527 | -$223,015 | -11.80% | |
| Rfg Advisory, Llc | 0.03% | 390,856 | $1,821,389 | $1,606,418 | -$214,971 | -11.80% | |
| Wells Fargo & Company/Mn | 0.00% | 350,455 | $1,633,119 | $1,440,370 | -$192,749 | -11.80% | |
| Kestra Advisory Services, Llc | 0.00% | 386,771 | $1,585,760 | $1,589,629 | +$3,869 | +0.24% | |
| Marks Group Wealth Management, Inc | 0.11% | 261,440 | $1,218,310 | $1,074,518 | -$143,792 | -11.80% | |
| Elm3 Financial Group, Llc | 0.75% | 272,684 | $1,118,005 | $1,120,731 | +$2,726 | +0.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 235,792 | $966,750 | $969,105 | +$2,355 | +0.24% | |
| Imc-Chicago, Llc | 0.01% | 179,410 | $836,051 | $737,375 | -$98,676 | -11.80% | |
| Baird Financial Group, Inc. | 0.00% | 178,530 | $831,950 | $733,758 | -$98,192 | -11.80% | |
| Raymond James Financial Inc | 0.00% | 175,211 | $816,484 | $720,117 | -$96,367 | -11.80% | |
| Apollon Wealth Management, Llc | 0.01% | 170,500 | $699,050 | $700,755 | +$1,705 | +0.24% | |
| Creekside Partners | 0.24% | 142,025 | $661,837 | $583,723 | -$78,114 | -11.80% | |
| Royal Bank Of Canada | 0.00% | 135,286 | $630,000 | $556,025 | -$73,975 | -11.74% | |
| Rathbones Group Plc | 0.00% | 131,400 | $612,324 | $540,054 | -$72,270 | -11.80% | |
| Thrivent Financial For Lutherans | 0.00% | 130,000 | $606,000 | $534,300 | -$71,700 | -11.83% | |
| Whipplewood Advisors, Llc | 0.39% | 139,306 | $571,155 | $572,548 | +$1,393 | +0.24% | |
| Benjamin Edwards Inc | 0.01% | 120,285 | $560,545 | $494,371 | -$66,174 | -11.81% | |
| Legend Capital Advisors Llc | 0.30% | 116,357 | $542,227 | $478,227 | -$64,000 | -11.80% | |
| Sanctuary Advisors, Llc | 0.00% | 116,127 | $541,152 | $477,282 | -$63,870 | -11.80% | |
| Western Wealth Management, Llc | 0.02% | 108,255 | $504,468 | $444,928 | -$59,540 | -11.80% | |
| Rayburn West Financial Services Llc | 0.25% | 99,100 | $461,806 | $407,301 | -$54,505 | -11.80% | |
| Future Financial Wealth Managment Llc | 0.27% | 108,918 | $446,565 | $447,653 | +$1,088 | +0.24% | |
| Newedge Advisors, Llc | 0.00% | 91,600 | $426,856 | $376,476 | -$50,380 | -11.80% | |
| Integrated Capital Management, Inc. | 0.30% | 102,534 | $420,391 | $421,415 | +$1,024 | +0.24% | |
| Pfg Investments, Llc | 0.02% | 84,456 | $393,563 | $347,114 | -$46,449 | -11.80% | |
| Mml Investors Services, Llc | 0.00% | 72,179 | $336,352 | $296,656 | -$39,696 | -11.80% | |
| Two Sigma Securities, Llc | 0.03% | 71,357 | $332,524 | $293,277 | -$39,247 | -11.80% | |
| Xtx Topco Ltd | 0.00% | 67,883 | $316,335 | $278,999 | -$37,336 | -11.80% | |
| Jane Street Group, Llc | 0.00% | 61,108 | $284,763 | $251,154 | -$33,609 | -11.80% | |
| Capital Investment Advisory Services, Llc | 0.02% | 65,900 | $270,190 | $270,849 | +$659 | +0.24% | |
| Noble Wealth Management Pbc | 0.12% | 63,581 | $260,684 | $261,318 | +$634 | +0.24% | |
| Stifel Financial Corp | 0.00% | 53,021 | $247,075 | $217,916 | -$29,159 | -11.80% | |
| J.W. Cole Advisors, Inc. | 0.00% | 51,702 | $240,930 | $212,495 | -$28,435 | -11.80% | |
| Marex Group Plc | 0.00% | 44,907 | $209,267 | $184,568 | -$24,699 | -11.80% | |
| Mgo One Seven Llc | 0.00% | 50,635 | $207,603 | $208,110 | +$507 | +0.24% | |
| Commerce Bank | 0.00% | 44,543 | $207,570 | $183,072 | -$24,498 | -11.80% | |
| Independent Financial Group, Llc | 0.00% | 45,855 | $188,005 | $188,464 | +$459 | +0.24% |
Frequently asked questions about PHK
Who are the largest institutional holders of PHK?
The largest institutional holders of PHK reported in the latest SEC Form 13F filings include Lpl Financial Llc, Osaic Holdings, Inc., Ubs Group Ag, Bank Of America Corp, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported PHK position.
What is PHK institutional ownership?
This page tracks PHK positions reported by institutional investment managers through SEC Form 13F. PIMCO HIGH INCOME FUND (PHK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PHK?
InsiderSet currently tracks 127 institutional managers reporting PHK 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 PHK shareholders.
How much PHK stock do institutions own?
Institutional investment managers disclosed approximately $99.84M in PHK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PHK institutional ownership last updated?
The latest PHK 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 PHK 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 PHK position after the reporting date.
Are institutions buying or selling PHK?
Institutional buying and selling can be analyzed by comparing PHK positions across consecutive 13F reporting periods. InsiderSet's PHK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PHK ownership changes.
How has PHK institutional ownership changed over time?
InsiderSet tracks PHK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.