PRFD Institutional Ownership & Shareholders
PIMCO PREF AND CAP SEC ACT (PRFD) is currently held by 47 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $197.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allianz Asset Management Gmbh is currently the largest disclosed institutional shareholder of PRFD tracked by InsiderSet, reporting ownership valued at approximately $65.40M 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 $62.83M, representing an estimated loss of -3.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed PRFD value among the investors covered in this analysis. Major shareholders include Allianz Asset Management Gmbh, Gradient Investments Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in PIMCO PREF AND CAP SEC ACT (PRFD).
This page ranks the largest institutional PRFD 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
47
Total Reported Value
$197.92M
Largest Holder
Allianz Asset Management Gmbh
Largest Position
$65.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allianz Asset Management Gmbh | 0.06% | 1,273,711 | $65,400,857 | $62,827,324 | -$2,573,533 | -3.94% | |
| Gradient Investments Llc | 0.86% | 1,233,966 | $60,439,671 | $60,866,854 | +$427,183 | +0.71% | |
| Lpl Financial Llc | 0.00% | 341,551 | $17,537,513 | $16,847,413 | -$690,100 | -3.93% | |
| Onedigital Investment Advisors Llc | 0.10% | 230,113 | $11,815,563 | $11,350,600 | -$464,963 | -3.94% | |
| Newedge Advisors, Llc | 0.02% | 127,325 | $6,537,749 | $6,280,458 | -$257,291 | -3.94% | |
| Great Valley Advisor Group, Inc. | 0.10% | 121,560 | $6,241,556 | $5,996,093 | -$245,463 | -3.93% | |
| Rfg Advisory, Llc | 0.08% | 94,044 | $4,828,838 | $4,638,833 | -$190,005 | -3.93% | |
| Brighton Jones Llc | 0.06% | 63,429 | $3,256,873 | $3,128,712 | -$128,161 | -3.94% | |
| Mariner, Llc | 0.00% | 61,481 | $3,156,829 | $3,032,624 | -$124,205 | -3.93% | |
| Summit Financial, Llc | 0.03% | 53,634 | $2,753,929 | $2,645,561 | -$108,368 | -3.94% | |
| Cerity Partners Llc | 0.00% | 45,695 | $2,346,000 | $2,253,961 | -$92,039 | -3.92% | |
| Integrated Wealth Concepts Llc | 0.01% | 39,354 | $2,020,694 | $1,941,183 | -$79,511 | -3.93% | |
| Brown Financial Advisors | 0.59% | 33,171 | $1,703,221 | $1,636,199 | -$67,022 | -3.93% | |
| Trek Financial, Llc | 0.08% | 33,468 | $1,639,263 | $1,650,849 | +$11,586 | +0.71% | |
| Financial Synergies Wealth Advisors, Inc. | 0.09% | 23,177 | $1,135,195 | $1,143,233 | +$8,038 | +0.71% | |
| Paladin Wealth, Llc | 0.60% | 22,633 | $1,108,555 | $1,116,400 | +$7,845 | +0.71% | |
| Williams & Novak, Llc | 0.66% | 22,334 | $1,093,919 | $1,101,651 | +$7,732 | +0.71% | |
| Mattson Financial Services, Llc | 0.19% | 17,436 | $888,713 | $860,052 | -$28,661 | -3.23% | |
| Vise Technologies, Inc. | 0.01% | 14,281 | $699,485 | $704,427 | +$4,942 | +0.71% | |
| Minichmacgregor Wealth Management, Llc | 0.09% | 10,974 | $537,507 | $541,306 | +$3,799 | +0.71% | |
| Creativeone Wealth, Llc | 0.01% | 9,247 | $474,778 | $456,119 | -$18,659 | -3.93% | |
| Jane Street Group, Llc | 0.00% | 7,974 | $409,439 | $393,327 | -$16,112 | -3.94% | |
| Raymond James Financial Inc | 0.00% | 6,785 | $348,387 | $334,678 | -$13,709 | -3.93% | |
| Envestnet Asset Management Inc | 0.00% | 6,053 | $310,794 | $298,571 | -$12,223 | -3.93% | |
| Vickerman Investment Advisors, Inc. | 0.05% | 4,520 | $232,087 | $222,954 | -$9,133 | -3.93% | |
| Kelleher Financial Advisors | 0.05% | 4,021 | $196,931 | $198,341 | +$1,410 | +0.72% | |
| Birchwood Financial Partners, Inc. | 0.15% | 3,521 | $180,813 | $173,678 | -$7,135 | -3.95% | |
| Forum Finance Group S.A. | 0.06% | 4,241 | $176,000 | $209,192 | +$33,192 | +18.86% | |
| Osaic Holdings, Inc. | 0.00% | 2,288 | $117,486 | $112,858 | -$4,628 | -3.94% | |
| Royal Bank Of Canada | 0.00% | 1,787 | $92,000 | $88,146 | -$3,854 | -4.19% | |
| Lloyd Advisory Services, Llc. | 0.03% | 1,640 | $84,198 | $80,895 | -$3,303 | -3.92% | |
| Wells Fargo & Company/Mn | 0.00% | 642 | $32,965 | $31,667 | -$1,298 | -3.94% | |
| Private Trust Co Na | 0.00% | 520 | $25,470 | $25,650 | +$180 | +0.71% | |
| Harbour Investments, Inc. | 0.00% | 260 | $13,350 | $12,825 | -$525 | -3.93% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 253 | $12,909 | $12,480 | -$429 | -3.33% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 232 | $11,912 | $11,444 | -$468 | -3.93% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 213 | $10,937 | $10,506 | -$431 | -3.94% | |
| Allworth Financial Lp | 0.00% | 194 | $9,962 | $9,569 | -$393 | -3.94% | |
| Cape Investment Advisory, Inc. | 0.00% | 200 | $9,796 | $9,865 | +$69 | +0.71% | |
| Jpmorgan Chase & Co | 0.00% | 179 | $9,193 | $8,829 | -$364 | -3.96% | |
| Tounjian Advisory Partners, Llc | 0.00% | 147 | $7,523 | $7,251 | -$272 | -3.62% | |
| Networth Advisors, Llc | 0.00% | 107 | $5,494 | $5,278 | -$216 | -3.93% | |
| Ifg Advisory, Llc | 0.00% | 74 | $3,799 | $3,650 | -$149 | -3.92% | |
| Sym Financial Corp | 0.00% | 75 | $3,674 | $3,699 | +$25 | +0.69% | |
| Elevated Capital Advisors, Llc | 0.00% | 47 | $2,415 | $2,318 | -$97 | -4.00% | |
| Triumph Capital Management | 0.00% | 23 | $1,127 | $1,135 | +$8 | +0.67% | |
| Luminist Capital Llc | 0.00% | 0 | $1,078 | — | — | — | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,718 | $550 | $528,678 | +$528,128 | +96023.31% |
Frequently asked questions about PRFD
Who are the largest institutional holders of PRFD?
The largest institutional holders of PRFD reported in the latest SEC Form 13F filings include Allianz Asset Management Gmbh, Gradient Investments Llc, Lpl Financial Llc, Onedigital Investment Advisors Llc, and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported PRFD position.
What is PRFD institutional ownership?
This page tracks PRFD positions reported by institutional investment managers through SEC Form 13F. PIMCO PREF AND CAP SEC ACT (PRFD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PRFD?
InsiderSet currently tracks 47 institutional managers reporting PRFD 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 PRFD shareholders.
How much PRFD stock do institutions own?
Institutional investment managers disclosed approximately $197.92M in PRFD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PRFD institutional ownership last updated?
The latest PRFD 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 PRFD 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 PRFD position after the reporting date.
Are institutions buying or selling PRFD?
Institutional buying and selling can be analyzed by comparing PRFD positions across consecutive 13F reporting periods. InsiderSet's PRFD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PRFD ownership changes.
How has PRFD institutional ownership changed over time?
InsiderSet tracks PRFD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.