PIMCO INTERMEDIATE MUNICIPAL (MUNI) Institutional Shareholders
PIMCO INTERMEDIATE MUNICIPAL (MUNI) 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 $2.06B in MUNI holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of MUNI tracked by InsiderSet, reporting ownership valued at approximately $192.61M 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 $191.51M, representing an estimated loss of -0.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed MUNI value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in PIMCO INTERMEDIATE MUNICIPAL (MUNI).
This page ranks the largest institutional MUNI 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
437
Total Reported Value
$2.06B
Largest Holder
Bank Of America Corp
Largest Position
$192.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 3,690,609 | $192,612,877 | $191,505,701 | -$1,107,176 | -0.57% | |
| Morgan Stanley | 0.01% | 3,541,061 | $184,808,009 | $183,745,655 | -$1,062,354 | -0.57% | |
| Wells Fargo & Company/Mn | 0.03% | 2,490,046 | $129,955,490 | $129,208,487 | -$747,003 | -0.57% | |
| Lpl Financial Llc | 0.03% | 2,231,284 | $116,450,725 | $115,781,327 | -$669,398 | -0.57% | |
| Cwm, Llc | 0.14% | 993,470 | $51,849,200 | $51,551,158 | -$298,042 | -0.57% | |
| Wcg Wealth Advisors Llc | 1.41% | 962,779 | $50,247,457 | $49,958,602 | -$288,855 | -0.57% | |
| Envestnet Asset Management Inc | 0.01% | 909,683 | $47,476,355 | $47,203,451 | -$272,904 | -0.57% | |
| Cetera Investment Advisers | 0.04% | 788,422 | $41,147,753 | $40,911,218 | -$236,535 | -0.57% | |
| Raymond James Financial Inc | 0.01% | 751,573 | $39,224,631 | $38,999,123 | -$225,508 | -0.57% | |
| Ubs Group Ag | 0.01% | 707,667 | $36,933,141 | $36,720,841 | -$212,300 | -0.57% | |
| Stonebridge Financial Group, Llc | 2.50% | 627,231 | $32,992,369 | $32,547,017 | -$445,352 | -1.35% | |
| Hightower Advisors, Llc | 0.03% | 625,140 | $32,626,010 | $32,438,515 | -$187,495 | -0.57% | |
| Dynasty Wealth Management, Llc | 0.27% | 592,190 | $30,906,414 | $30,728,739 | -$177,675 | -0.57% | |
| Focus Partners Wealth | 0.03% | 1,980 | $29,069,189 | $102,742 | -$28,966,447 | -99.65% | |
| Mbl Wealth, Llc | 1.82% | 505,308 | $26,579,201 | $26,220,432 | -$358,769 | -1.35% | |
| Stifel Financial Corp | 0.02% | 427,760 | $22,324,761 | $22,196,466 | -$128,295 | -0.57% | |
| Larson Financial Group Llc | 0.69% | 410,236 | $21,410,200 | $21,287,146 | -$123,054 | -0.57% | |
| Royal Bank Of Canada | 0.00% | 354,182 | $18,486,000 | $18,378,504 | -$107,496 | -0.58% | |
| Quotient Wealth Partners, Llc | 0.47% | 345,489 | $18,031,089 | $17,927,424 | -$103,665 | -0.57% | |
| Commonwealth Equity Services, Llc | 0.02% | 337,850 | $17,632,420 | $17,531,037 | -$101,384 | -0.57% | |
| Davis R M Inc | 0.31% | 334,459 | $17,455,416 | $17,355,078 | -$100,338 | -0.57% | |
| Wealth Alliance Advisory Group, Llc | 2.35% | 309,065 | $16,256,800 | $16,037,383 | -$219,417 | -1.35% | |
| Pw Advisors, Llc \ Fl | 11.21% | 286,702 | $14,962,983 | $14,876,967 | -$86,016 | -0.57% | |
| Osaic Holdings, Inc. | 0.02% | 281,033 | $14,669,263 | $14,582,802 | -$86,461 | -0.59% | |
| Clearstead Advisors, Llc | 0.13% | 273,221 | $14,259,386 | $14,177,438 | -$81,948 | -0.57% | |
| Jones Financial Companies Lllp | 0.01% | 264,783 | $13,766,043 | $13,739,590 | -$26,453 | -0.19% | |
| Jane Street Group, Llc | 0.01% | 256,963 | $13,410,899 | $13,333,810 | -$77,089 | -0.57% | |
| Truist Financial Corp | 0.02% | 255,872 | $13,353,972 | $13,277,198 | -$76,774 | -0.57% | |
| Xy Planning Network, Inc. | 1.55% | 234,381 | $12,328,431 | $12,162,030 | -$166,401 | -1.35% | |
| Austin Wealth Management, Llc | 2.55% | 231,539 | $12,079,390 | $12,014,559 | -$64,831 | -0.54% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 216,955 | $11,322,873 | $11,257,795 | -$65,078 | -0.57% | |
| Avantax Planning Partners, Inc. | 0.31% | 215,876 | $11,266,568 | $11,201,806 | -$64,762 | -0.57% | |
| Benchmark Financial Wealth Advisors, Llc | 2.71% | 208,454 | $10,964,674 | $10,816,678 | -$147,996 | -1.35% | |
| Beacon Pointe Advisors, Llc | 0.06% | 201,269 | $10,504,243 | $10,443,848 | -$60,395 | -0.57% | |
| Crestmont Private Wealth Llc | 3.30% | 200,394 | $10,458,563 | $10,398,445 | -$60,118 | -0.57% | |
| Mml Investors Services, Llc | 0.03% | 191,633 | $10,001,308 | $9,943,836 | -$57,472 | -0.57% | |
| Morton Brown Family Wealth, Llc | 2.26% | 189,849 | $9,986,061 | $9,851,265 | -$134,796 | -1.35% | |
| Bailard, Inc. | 0.23% | 190,635 | $9,949,241 | $9,892,050 | -$57,191 | -0.57% | |
| Independent Advisor Alliance | 0.11% | 189,528 | $9,891,496 | $9,834,608 | -$56,888 | -0.58% | |
| Flagstone Financial Management | 2.21% | 187,771 | $9,876,761 | $9,743,437 | -$133,324 | -1.35% | |
| Kestra Investment Management, Llc | 0.17% | 188,886 | $9,857,945 | $9,801,295 | -$56,650 | -0.57% | |
| Sagespring Wealth Partners, Llc | 0.17% | 181,843 | $9,490,362 | $9,435,833 | -$54,529 | -0.57% | |
| Prosperity Consulting Group, Llc | 0.42% | 180,745 | $9,433,077 | $9,378,858 | -$54,219 | -0.57% | |
| Dakota Wealth Management | 0.20% | 177,853 | $9,282,140 | $9,228,792 | -$53,348 | -0.57% | |
| Mai Capital Management | 0.05% | 166,602 | $8,694,948 | $8,644,978 | -$49,970 | -0.57% | |
| Mcnamara Financial Services, Inc. | 1.44% | 158,731 | $8,349,251 | $8,236,552 | -$112,699 | -1.35% | |
| Altura Wealth Advisors Inc. | 2.77% | 156,043 | $8,207,855 | $8,097,071 | -$110,784 | -1.35% | |
| Rehmann Capital Advisory Group | 0.42% | 155,892 | $8,136,025 | $8,089,236 | -$46,789 | -0.58% | |
| Td Capital Management Llc | 0.73% | 155,686 | $8,125,239 | $8,078,547 | -$46,692 | -0.57% | |
| Equita Financial Network, Inc. | 2.41% | 146,845 | $7,663,860 | $7,619,787 | -$44,073 | -0.58% |
Frequently asked questions about MUNI
Who owns the most MUNI stock?
The largest holders of MUNI 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 INTERMEDIATE MUNICIPAL (MUNI).
Is MUNI widely held by superinvestors?
Many widely followed stocks like MUNI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MUNI 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.