PIMCO NY MUNI INC II FND (PNI) Institutional Shareholders
PIMCO NY MUNI INC II FND (PNI) 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 $53.19M in PNI holdings during the latest filing period.
Rivernorth Capital Management, Llc is currently the largest disclosed institutional shareholder of PNI tracked by InsiderSet, reporting ownership valued at approximately $7.25M 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 $7.19M, representing an estimated loss of -0.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed PNI value among the investors covered in this analysis. Major shareholders include Rivernorth Capital Management, Llc, Karpus Management, Inc., Matisse Capital, and several other long-term asset managers with concentrated positions in PIMCO NY MUNI INC II FND (PNI).
This page ranks the largest institutional PNI 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
57
Total Reported Value
$53.19M
Largest Holder
Rivernorth Capital Management, Llc
Largest Position
$7.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rivernorth Capital Management, Llc | 0.36% | 1,057,865 | $7,246,375 | $7,193,482 | -$52,893 | -0.73% | |
| Karpus Management, Inc. | 0.16% | 735,635 | $5,039,100 | $5,002,318 | -$36,782 | -0.73% | |
| Matisse Capital | 1.81% | 618,726 | $4,238,273 | $4,207,337 | -$30,936 | -0.73% | |
| Guggenheim Capital Llc | 0.03% | 496,773 | $3,402,895 | $3,378,056 | -$24,839 | -0.73% | |
| Almitas Capital Llc | 0.76% | 488,740 | $3,347,869 | $3,323,432 | -$24,437 | -0.73% | |
| Saba Capital Management, L.P. | 0.10% | 434,145 | $2,973,893 | $2,952,186 | -$21,707 | -0.73% | |
| Whitebox Advisors Llc | 0.04% | 387,958 | $2,657,512 | $2,638,114 | -$19,398 | -0.73% | |
| Hennion & Walsh Asset Management, Inc. | 0.07% | 360,151 | $2,553,471 | $2,449,027 | -$104,444 | -4.09% | |
| Logan Stone Capital, Llc | 0.68% | 355,556 | $2,435,559 | $2,417,781 | -$17,778 | -0.73% | |
| Robinson Capital Management, Llc | 1.00% | 285,882 | $2,238,456 | $1,943,998 | -$294,458 | -13.15% | |
| Closed-End Fund Advisors, Inc. | 1.63% | 234,876 | $1,665,271 | $1,597,157 | -$68,114 | -4.09% | |
| Riverbridge Partners Llc | 0.04% | 223,041 | $1,581,362 | $1,516,679 | -$64,683 | -4.09% | |
| Professional Financial Management, Inc. | 1.32% | 183,260 | $1,299,313 | $1,246,168 | -$53,145 | -4.09% | |
| Melfa Wealth Management, Inc. | 0.65% | 169,509 | $1,201,818 | $1,152,661 | -$49,157 | -4.09% | |
| Morgan Stanley | 0.00% | 157,874 | $1,081,442 | $1,073,543 | -$7,899 | -0.73% | |
| Bank Of New York Mellon Corp | 0.00% | 154,901 | $1,061,074 | $1,053,327 | -$7,747 | -0.73% | |
| Commonwealth Equity Services, Llc | 0.00% | 110,396 | $782,710 | $750,693 | -$32,017 | -4.09% | |
| Toronto Dominion Bank | 0.00% | 99,038 | $678,410 | $673,458 | -$4,952 | -0.73% | |
| Lido Advisors, Llc | 0.00% | 97,691 | $672,065 | $664,299 | -$7,766 | -1.16% | |
| Verition Fund Management Llc | 0.01% | 95,521 | $654,319 | $649,543 | -$4,776 | -0.73% | |
| Bank Of America Corp | 0.00% | 89,559 | $613,479 | $609,001 | -$4,478 | -0.73% | |
| Beckerman Institutional, Llc | 0.28% | 75,711 | $518,621 | $514,835 | -$3,786 | -0.73% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.18% | 75,124 | $514,599 | $510,843 | -$3,756 | -0.73% | |
| Raymond James Financial Inc | 0.00% | 63,559 | $435,379 | $432,201 | -$3,178 | -0.73% | |
| Morse Asset Management, Inc | 0.09% | 61,825 | $423,504 | $420,410 | -$3,094 | -0.73% | |
| Baird Financial Group, Inc. | 0.00% | 61,134 | $418,768 | $415,711 | -$3,057 | -0.73% | |
| Cetera Investment Advisers | 0.00% | 48,557 | $332,618 | $330,188 | -$2,430 | -0.73% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 37,634 | $257,793 | $255,911 | -$1,882 | -0.73% | |
| Blue Bell Private Wealth Management, Llc | 0.03% | 33,489 | $229,400 | $227,725 | -$1,675 | -0.73% | |
| Dopkins Wealth Management, Llc | 0.07% | 28,646 | $203,100 | $194,793 | -$8,307 | -4.09% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 29,202 | $200,034 | $198,574 | -$1,460 | -0.73% | |
| Mml Investors Services, Llc | 0.00% | 28,116 | $192,595 | $191,189 | -$1,406 | -0.73% | |
| Ubs Group Ag | 0.00% | 27,311 | $187,080 | $185,715 | -$1,365 | -0.73% | |
| Catalina Capital Group, Llc | 0.11% | 26,206 | $179,511 | $178,201 | -$1,310 | -0.73% | |
| Dakota Wealth Management | 0.00% | 24,500 | $167,825 | $166,600 | -$1,225 | -0.73% | |
| Sowell Financial Services Llc | 0.01% | 23,500 | $166,615 | $159,800 | -$6,815 | -4.09% | |
| Noble Wealth Management Pbc | 0.07% | 22,127 | $156,880 | $150,464 | -$6,416 | -4.09% | |
| Indivisible Partners | 0.01% | 17,250 | $118,163 | $117,300 | -$863 | -0.73% | |
| Compass Financial Group, Inc/Sd | 0.02% | 16,303 | $111,676 | $110,860 | -$816 | -0.73% | |
| Lpl Financial Llc | 0.00% | 14,743 | $100,993 | $100,252 | -$741 | -0.73% | |
| Susquehanna International Group, Llp | 0.00% | 14,499 | $99,318 | $98,593 | -$725 | -0.73% | |
| Herold Advisors, Inc. | 0.02% | 11,871 | $85,000 | $80,723 | -$4,277 | -5.03% | |
| Envestnet Asset Management Inc | 0.00% | 12,226 | $83,748 | $83,137 | -$611 | -0.73% | |
| Focus Partners Wealth | 0.00% | 11,684 | $80,037 | $79,451 | -$586 | -0.73% | |
| Wellspring Financial Advisors, Llc | 0.01% | 11,058 | $75,747 | $75,194 | -$553 | -0.73% | |
| Financially In Tune, Llc | 0.06% | 10,531 | $72,137 | $71,611 | -$526 | -0.73% | |
| Rockefeller Capital Management L.P. | 0.00% | 10,427 | $71,425 | $70,904 | -$521 | -0.73% | |
| Geneos Wealth Management Inc. | 0.00% | 9,732 | $66,664 | $66,178 | -$486 | -0.73% | |
| Osaic Holdings, Inc. | 0.00% | 9,537 | $65,329 | $64,852 | -$477 | -0.73% | |
| International Assets Investment Management, Llc | 0.00% | 7,538 | $53,520 | $51,258 | -$2,262 | -4.23% |
Frequently asked questions about PNI
Who owns the most PNI stock?
The largest holders of PNI 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 NY MUNI INC II FND (PNI).
Is PNI widely held by superinvestors?
Many widely followed stocks like PNI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PNI 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.