PIMCO CALIFORNIA MUNI INC FD (XPCQX) Institutional Shareholders

PIMCO CALIFORNIA MUNI INC FD (XPCQX) 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 $153.73M in XPCQX holdings during the latest filing period.

Rivernorth Capital Management, Llc is currently the largest disclosed institutional shareholder of XPCQX tracked by InsiderSet, reporting ownership valued at approximately $21.55M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed XPCQX value among the investors covered in this analysis. Major shareholders include Rivernorth Capital Management, Llc, Karpus Management, Inc., Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in PIMCO CALIFORNIA MUNI INC FD (XPCQX).

This page ranks the largest institutional XPCQX 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

85

Total Reported Value

$153.73M

Largest Holder

Rivernorth Capital Management, Llc

Largest Position

$21.55M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

102

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Rivernorth Capital Management, Llc1.08%2,512,000$21,552,960
Karpus Management, Inc.0.48%1,778,933$15,263,245
Guggenheim Capital Llc0.10%1,442,771$12,378,975
Advisors Asset Management, Inc.0.17%1,213,649$10,413,108
Toronto Dominion Bank0.02%1,136,640$9,752,371
Matisse Capital3.18%866,413$7,433,824
Saba Capital Management, L.P.0.19%692,065$5,937,918
Logan Stone Capital, Llc1.52%637,240$5,467,519
Almitas Capital Llc1.20%617,015$5,293,989
Robinson Capital Management, Llc2.31%587,469$5,157,978
Hennion & Walsh Asset Management, Inc.0.14%538,721$4,832,327
Morgan Stanley0.00%471,607$4,046,393
Williams & Novak, Llc2.19%365,198$3,275,826
Lpl Financial Llc0.00%343,966$2,951,225
Verition Fund Management Llc0.03%338,158$2,901,396
Altium Capital Management Llc6.80%333,093$2,857,938
Whitebox Advisors Llc0.04%284,471$2,440,761
Bank Of New York Mellon Corp0.00%246,050$2,111,113
First Foundation Advisors0.08%224,269$1,924,228
City Of London Investment Management Co Ltd0.11%201,590$1,808,262
Professional Financial Management, Inc.1.82%200,576$1,799,167
Melfa Wealth Management, Inc.0.94%193,424$1,735,014
Fiera Capital Corp0.01%181,207$1,554,756
Core Wealth Partners Llc0.63%163,762$1,468,949
Riverbridge Partners Llc0.04%161,369$1,447,477
Rockefeller Capital Management L.P.0.00%145,728$1,250,346
Wells Fargo & Company/Mn0.00%121,374$1,041,390
Summit Financial, Llc0.01%109,220$941,038
Closed-End Fund Advisors, Inc.0.92%104,576$938,047
Bank Of America Corp0.00%101,671$872,341
Integrated Wealth Concepts Llc0.01%82,135$704,719
Thomas J. Herzfeld Advisors, Inc.0.23%79,226$679,760
Summit Trail Advisors, Llc0.01%78,597$674,360
Ubs Group Ag0.00%77,403$664,118
Capstone Investment Advisors, Llc0.01%71,579$614,148
Baird Financial Group, Inc.0.00%68,470$587,473
Raymond James Financial Inc0.00%59,928$514,182
Rareview Capital Llc0.27%55,690$478,378
Pfg Investments, Llc0.02%52,557$471,439
Ackerman Capital Advisors, Llc0.09%49,735$446,123
Dakota Wealth Management0.01%50,885$436,594
Evoke Wealth, Llc0.01%45,484$391,890
Ducere Wealth Management Llc0.10%35,288$316,533
Intellectus Partners, Llc0.06%36,072$310,796
Stratos Wealth Partners, Ltd.0.00%34,000$291,720
Hub Investment Partners, Llc0.01%32,295$289,686
Catalina Capital Group, Llc0.17%32,700$280,566
Royal Bank Of Canada0.00%31,610$271,000
Vivaldi Capital Management Lp0.04%30,883$264,979
Financially In Tune, Llc0.22%29,980$257,228

Frequently asked questions about XPCQX

  • Who owns the most XPCQX stock?

    The largest holders of XPCQX 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 CALIFORNIA MUNI INC FD (XPCQX).

  • Is XPCQX widely held by superinvestors?

    Many widely followed stocks like XPCQX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XPCQX 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.