PTY Institutional Ownership & Shareholders
PIMCO CORPORATE & INCOME OPP (PTY) is currently held by 215 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $374.90M 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 PTY tracked by InsiderSet, reporting ownership valued at approximately $31.84M 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 $28.64M, representing an estimated loss of -10.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed PTY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in PIMCO CORPORATE & INCOME OPP (PTY).
This page ranks the largest institutional PTY 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
215
Total Reported Value
$374.90M
Largest Holder
Lpl Financial Llc
Largest Position
$31.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 2,646,888 | $31,842,057 | $28,639,328 | -$3,202,729 | -10.06% | |
| Morgan Stanley | 0.00% | 2,595,560 | $31,224,595 | $28,083,959 | -$3,140,636 | -10.06% | |
| Wells Fargo & Company/Mn | 0.01% | 2,454,824 | $29,531,522 | $26,561,196 | -$2,970,326 | -10.06% | |
| Xml Financial, Llc | 1.42% | 1,801,376 | $19,833,153 | $19,490,888 | -$342,265 | -1.73% | |
| Merrithew & Thorsten Inc | 15.30% | 1,492,851 | $17,959,000 | $16,152,648 | -$1,806,352 | -10.06% | |
| Invesco Ltd. | 0.00% | 1,485,366 | $17,868,953 | $16,071,660 | -$1,797,293 | -10.06% | |
| Cetera Investment Advisers | 0.01% | 1,302,411 | $15,668,008 | $14,092,087 | -$1,575,921 | -10.06% | |
| Envestnet Asset Management Inc | 0.00% | 949,380 | $11,421,047 | $10,272,292 | -$1,148,755 | -10.06% | |
| Osaic Holdings, Inc. | 0.01% | 931,885 | $11,211,067 | $10,082,996 | -$1,128,071 | -10.06% | |
| Guggenheim Capital Llc | 0.06% | 794,118 | $9,553,240 | $8,592,357 | -$960,883 | -10.06% | |
| Logan Stone Capital, Llc | 1.72% | 675,432 | $8,125,447 | $7,308,174 | -$817,273 | -10.06% | |
| Royal Bank Of Canada | 0.00% | 638,181 | $7,678,000 | $6,905,118 | -$772,882 | -10.07% | |
| Axxcess Wealth Management, Llc | 0.30% | 670,821 | $7,385,738 | $7,258,283 | -$127,455 | -1.73% | |
| Equitable Holdings, Inc. | 0.04% | 553,112 | $6,653,938 | $5,984,672 | -$669,266 | -10.06% | |
| Pfg Investments, Llc | 0.24% | 504,390 | $6,067,817 | $5,457,500 | -$610,317 | -10.06% | |
| Private Advisor Group, Llc | 0.03% | 477,867 | $5,748,740 | $5,170,521 | -$578,219 | -10.06% | |
| Accel Wealth Management | 1.10% | 464,191 | $5,110,741 | $5,022,547 | -$88,194 | -1.73% | |
| Truist Financial Corp | 0.01% | 456,739 | $5,028,695 | $4,941,916 | -$86,779 | -1.73% | |
| Kestra Advisory Services, Llc | 0.01% | 456,344 | $5,024,346 | $4,937,642 | -$86,704 | -1.73% | |
| Evergreen Wealth Management, Llc | 2.19% | 388,873 | $4,678,137 | $4,207,606 | -$470,531 | -10.06% | |
| Commonwealth Equity Services, Llc | 0.01% | 389,691 | $4,290,495 | $4,216,457 | -$74,038 | -1.73% | |
| Ascentis Independent Advisors | 0.25% | 367,960 | $4,051,864 | $3,981,327 | -$70,537 | -1.74% | |
| Bank Of America Corp | 0.00% | 336,236 | $4,044,922 | $3,638,074 | -$406,848 | -10.06% | |
| Noble Wealth Management Pbc | 1.84% | 363,339 | $4,000,362 | $3,931,328 | -$69,034 | -1.73% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 278,437 | $3,349,597 | $3,012,688 | -$336,909 | -10.06% | |
| Raymond James Financial Inc | 0.00% | 260,452 | $3,133,234 | $2,818,091 | -$315,143 | -10.06% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.93% | 252,532 | $3,037,960 | $2,732,396 | -$305,564 | -10.06% | |
| Icon Advisers Inc/Co | 0.56% | 247,825 | $2,981,335 | $2,681,467 | -$299,869 | -10.06% | |
| Rivernorth Capital Management, Llc | 0.14% | 242,427 | $2,916,397 | $2,623,060 | -$293,337 | -10.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 236,741 | $2,589,948 | $2,561,538 | -$28,410 | -1.10% | |
| Principal Securities, Inc. | 0.03% | 193,282 | $2,325,176 | $2,091,311 | -$233,865 | -10.06% | |
| Strategic Wealth Partners, Ltd. | 0.14% | 185,861 | $2,235,908 | $2,011,016 | -$224,892 | -10.06% | |
| Xtx Topco Ltd | 0.03% | 183,369 | $2,205,929 | $1,984,053 | -$221,876 | -10.06% | |
| Stifel Financial Corp | 0.00% | 176,455 | $2,122,754 | $1,909,243 | -$213,511 | -10.06% | |
| Beta Wealth Group, Inc. | 0.79% | 174,777 | $2,102,566 | $1,891,087 | -$211,479 | -10.06% | |
| Ag Asset Advisory, Llc | 1.60% | 164,641 | $1,980,641 | $1,781,416 | -$199,225 | -10.06% | |
| Ubs Group Ag | 0.00% | 157,100 | $1,889,913 | $1,699,822 | -$190,091 | -10.06% | |
| Smith Asset Management Co., Llc | 1.48% | 165,436 | $1,821,450 | $1,790,018 | -$31,432 | -1.73% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.71% | 161,417 | $1,777,202 | $1,746,532 | -$30,670 | -1.73% | |
| Independent Financial Group, Llc | 0.03% | 157,718 | $1,736,478 | $1,706,509 | -$29,969 | -1.73% | |
| Foundations Investment Advisors, Llc | 0.02% | 143,700 | $1,728,708 | $1,554,834 | -$173,874 | -10.06% | |
| Plotkin Financial Advisors, Llc | 0.64% | 127,711 | $1,536,363 | $1,381,833 | -$154,530 | -10.06% | |
| Ausdal Financial Partners, Inc. | 0.06% | 125,274 | $1,508,862 | $1,355,465 | -$153,397 | -10.17% | |
| Vision Retirement, Llc | 0.33% | 114,087 | $1,372,465 | $1,234,421 | -$138,044 | -10.06% | |
| Covenant Asset Management, Llc | 0.24% | 121,425 | $1,336,887 | $1,313,819 | -$23,069 | -1.73% | |
| Absolute Investment Advisers, Llc | 0.12% | 116,063 | $1,277,854 | $1,255,802 | -$22,052 | -1.73% | |
| Financial Engines Advisors L.L.C. | 0.00% | 105,324 | $1,267,048 | $1,139,606 | -$127,442 | -10.06% | |
| Citadel Advisors Llc | 0.00% | 102,911 | $1,238,019 | $1,113,497 | -$124,522 | -10.06% | |
| Umb Bank, N.A. | 0.02% | 99,000 | $1,190,970 | $1,071,180 | -$119,790 | -10.06% | |
| Zullo Investment Group, Inc. | 0.38% | 107,431 | $1,182,822 | $1,162,403 | -$20,419 | -1.73% |
Frequently asked questions about PTY
Who are the largest institutional holders of PTY?
The largest institutional holders of PTY reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, Xml Financial, Llc, and Merrithew & Thorsten Inc. InsiderSet ranks institutional holders by their latest reported PTY position.
What is PTY institutional ownership?
This page tracks PTY positions reported by institutional investment managers through SEC Form 13F. PIMCO CORPORATE & INCOME OPP (PTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PTY?
InsiderSet currently tracks 215 institutional managers reporting PTY 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 PTY shareholders.
How much PTY stock do institutions own?
Institutional investment managers disclosed approximately $374.90M in PTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PTY institutional ownership last updated?
The latest PTY 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 PTY 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 PTY position after the reporting date.
Are institutions buying or selling PTY?
Institutional buying and selling can be analyzed by comparing PTY positions across consecutive 13F reporting periods. InsiderSet's PTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PTY ownership changes.
How has PTY institutional ownership changed over time?
InsiderSet tracks PTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.