PIMCO CORPORATE & INCOME OPP (PTY) Institutional Shareholders
PIMCO CORPORATE & INCOME OPP (PTY) 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 $390.48M in PTY holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PTY tracked by InsiderSet, reporting ownership valued at approximately $33.07M 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 $32.24M, representing an estimated loss of -2.49% 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, Northwestern Mutual Wealth Management Co, Morgan Stanley, 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
219
Total Reported Value
$390.48M
Largest Holder
Lpl Financial Llc
Largest Position
$33.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 2,741,887 | $33,067,159 | $32,244,591 | -$822,568 | -2.49% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 2,717,641 | $32,774,751 | $31,959,458 | -$815,293 | -2.49% | |
| Morgan Stanley | 0.00% | 2,579,936 | $31,114,043 | $30,340,047 | -$773,996 | -2.49% | |
| Wells Fargo & Company/Mn | 0.01% | 2,144,104 | $25,857,889 | $25,214,663 | -$643,226 | -2.49% | |
| Xml Financial, Llc | 1.54% | 1,754,583 | $21,107,634 | $20,633,896 | -$473,738 | -2.24% | |
| Invesco Ltd. | 0.00% | 1,376,934 | $16,605,824 | $16,192,744 | -$413,080 | -2.49% | |
| Cetera Investment Advisers | 0.01% | 1,153,947 | $13,916,596 | $13,570,417 | -$346,179 | -2.49% | |
| Envestnet Asset Management Inc | 0.00% | 836,914 | $10,093,184 | $9,842,109 | -$251,075 | -2.49% | |
| Osaic Holdings, Inc. | 0.01% | 817,243 | $9,856,473 | $9,610,778 | -$245,695 | -2.49% | |
| Logan Stone Capital, Llc | 2.63% | 784,874 | $9,465,580 | $9,230,118 | -$235,462 | -2.49% | |
| Axxcess Wealth Management, Llc | 0.12% | 624,690 | $7,515,025 | $7,346,354 | -$168,671 | -2.24% | |
| Guggenheim Capital Llc | 0.06% | 615,024 | $7,417,189 | $7,232,682 | -$184,507 | -2.49% | |
| Royal Bank Of Canada | 0.00% | 600,310 | $7,240,000 | $7,059,646 | -$180,354 | -2.49% | |
| Equitable Holdings, Inc. | 0.05% | 548,471 | $7,075,276 | $6,450,019 | -$625,257 | -8.84% | |
| Pfg Investments, Llc | 0.24% | 504,390 | $6,067,817 | $5,931,626 | -$136,191 | -2.24% | |
| Private Advisor Group, Llc | 0.03% | 477,867 | $5,748,740 | $5,619,716 | -$129,024 | -2.24% | |
| Accel Wealth Management | 1.21% | 448,727 | $5,398,189 | $5,277,030 | -$121,159 | -2.24% | |
| Commonwealth Equity Services, Llc | 0.01% | 441,508 | $5,311,350 | $5,192,134 | -$119,216 | -2.24% | |
| Kestra Advisory Services, Llc | 0.02% | 413,459 | $4,973,915 | $4,862,278 | -$111,637 | -2.24% | |
| Strategic Wealth Partners, Ltd. | 0.17% | 396,011 | $4,942,171 | $4,657,089 | -$285,082 | -5.77% | |
| Evergreen Wealth Management, Llc | 2.19% | 388,873 | $4,678,137 | $4,573,146 | -$104,991 | -2.24% | |
| Dynamic Advisor Solutions Llc | 0.13% | 382,350 | $4,599,674 | $4,496,436 | -$103,238 | -2.24% | |
| Independent Advisor Alliance | 0.05% | 371,808 | $4,484,006 | $4,372,462 | -$111,544 | -2.49% | |
| Ascentis Independent Advisors | 0.34% | 368,364 | $4,442,474 | $4,331,961 | -$110,513 | -2.49% | |
| Noble Wealth Management Pbc | 1.83% | 333,049 | $4,006,580 | $3,916,656 | -$89,924 | -2.24% | |
| Bank Of America Corp | 0.00% | 311,995 | $3,762,665 | $3,669,061 | -$93,604 | -2.49% | |
| Truist Financial Corp | 0.00% | 309,623 | $3,724,761 | $3,641,166 | -$83,595 | -2.24% | |
| Rivernorth Capital Management, Llc | 0.17% | 286,356 | $3,453,448 | $3,367,547 | -$85,901 | -2.49% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 257,091 | $3,108,235 | $3,023,390 | -$84,845 | -2.73% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.03% | 249,976 | $3,014,711 | $2,939,718 | -$74,993 | -2.49% | |
| Raymond James Financial Inc | 0.00% | 231,015 | $2,786,040 | $2,716,736 | -$69,304 | -2.49% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 222,842 | $2,687,476 | $2,620,622 | -$66,854 | -2.49% | |
| Jane Street Group, Llc | 0.00% | 209,443 | $2,525,883 | $2,463,050 | -$62,833 | -2.49% | |
| Principal Securities, Inc. | 0.03% | 188,836 | $2,277,353 | $2,220,711 | -$56,642 | -2.49% | |
| Ubs Group Ag | 0.00% | 186,211 | $2,245,704 | $2,189,841 | -$55,863 | -2.49% | |
| Stifel Financial Corp | 0.00% | 175,280 | $2,113,861 | $2,061,293 | -$52,568 | -2.49% | |
| Beta Wealth Group, Inc. | 0.79% | 174,777 | $2,102,566 | $2,055,378 | -$47,188 | -2.24% | |
| Smith Asset Management Co., Llc | 1.59% | 167,505 | $2,015,089 | $1,969,859 | -$45,230 | -2.24% | |
| Ag Asset Advisory, Llc | 1.52% | 152,398 | $1,837,920 | $1,792,200 | -$45,720 | -2.49% | |
| Xtx Topco Ltd | 0.03% | 148,788 | $1,794,383 | $1,749,747 | -$44,636 | -2.49% | |
| Elm3 Financial Group, Llc | 1.16% | 140,964 | $1,695,801 | $1,657,737 | -$38,064 | -2.24% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.69% | 138,820 | $1,670,001 | $1,632,523 | -$37,478 | -2.24% | |
| Plotkin Financial Advisors, Llc | 0.80% | 131,437 | $1,585,130 | $1,545,699 | -$39,431 | -2.49% | |
| Mariner, Llc | 0.00% | 130,453 | $1,573,263 | $1,534,127 | -$39,136 | -2.49% | |
| Zullo Investment Group, Inc. | 0.49% | 119,172 | $1,433,647 | $1,401,463 | -$32,184 | -2.24% | |
| Covenant Asset Management, Llc | 0.25% | 118,277 | $1,422,873 | $1,390,938 | -$31,935 | -2.24% | |
| Absolute Investment Advisers, Llc | 0.13% | 116,063 | $1,396,238 | $1,364,901 | -$31,337 | -2.24% | |
| Ausdal Financial Partners, Inc. | 0.06% | 115,568 | $1,395,531 | $1,359,080 | -$36,451 | -2.61% | |
| Vision Retirement, Llc | 0.33% | 114,087 | $1,372,465 | $1,341,663 | -$30,802 | -2.24% | |
| C2C Wealth Management, Llc | 1.02% | 108,385 | $1,303,872 | $1,274,608 | -$29,264 | -2.24% |
Frequently asked questions about PTY
Who owns the most PTY stock?
The largest holders of PTY 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 CORPORATE & INCOME OPP (PTY).
Is PTY widely held by superinvestors?
Many widely followed stocks like PTY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTY 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.