PIMCO DYNAMIC INCOME FUND (PDI) Institutional Shareholders
PIMCO DYNAMIC INCOME FUND (PDI) 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 $1.07B in PDI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PDI tracked by InsiderSet, reporting ownership valued at approximately $220.78M 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 $208.39M, representing an estimated loss of -5.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed PDI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in PIMCO DYNAMIC INCOME FUND (PDI).
This page ranks the largest institutional PDI 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
367
Total Reported Value
$1.07B
Largest Holder
Morgan Stanley
Largest Position
$220.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 12,903,512 | $220,779,106 | $208,391,719 | -$12,387,387 | -5.61% | |
| Lpl Financial Llc | 0.02% | 5,288,936 | $90,493,690 | $85,416,316 | -$5,077,374 | -5.61% | |
| Bank Of America Corp | 0.00% | 3,038,182 | $51,983,296 | $49,066,639 | -$2,916,657 | -5.61% | |
| Cetera Investment Advisers | 0.03% | 1,708,064 | $29,224,982 | $27,585,234 | -$1,639,748 | -5.61% | |
| Ubs Group Ag | 0.00% | 1,645,921 | $28,161,709 | $26,581,624 | -$1,580,085 | -5.61% | |
| Wells Fargo & Company/Mn | 0.01% | 1,593,259 | $27,260,654 | $25,731,133 | -$1,529,521 | -5.61% | |
| Osaic Holdings, Inc. | 0.04% | 1,579,652 | $27,027,805 | $25,511,380 | -$1,516,425 | -5.61% | |
| Royal Bank Of Canada | 0.00% | 1,537,452 | $26,306,000 | $24,829,850 | -$1,476,150 | -5.61% | |
| J.W. Cole Advisors, Inc. | 0.43% | 1,510,792 | $25,230,225 | $24,399,291 | -$830,934 | -3.29% | |
| Raymond James Financial Inc | 0.01% | 1,454,883 | $24,893,051 | $23,496,360 | -$1,396,691 | -5.61% | |
| Pfg Investments, Llc | 0.93% | 1,438,078 | $24,015,907 | $23,224,960 | -$790,947 | -3.29% | |
| Td Waterhouse Canada Inc. | 0.06% | 1,385,039 | $23,164,048 | $22,368,380 | -$795,668 | -3.43% | |
| Estate Planners Group, Llc | 10.76% | 1,308,910 | $22,395,449 | $21,138,897 | -$1,256,553 | -5.61% | |
| Cyndeo Wealth Partners, Llc | 0.73% | 927,452 | $15,488,448 | $14,978,350 | -$510,098 | -3.29% | |
| Envestnet Asset Management Inc | 0.00% | 839,521 | $14,019,998 | $13,558,264 | -$461,734 | -3.29% | |
| Cerity Partners Llc | 0.02% | 790,071 | $13,517,669 | $12,759,647 | -$758,022 | -5.61% | |
| Mission Hills Financial Advisory, Llc | 6.34% | 724,194 | $12,390,961 | $11,695,733 | -$695,228 | -5.61% | |
| Independent Financial Group, Llc | 0.22% | 717,418 | $11,980,888 | $11,586,301 | -$394,587 | -3.29% | |
| Private Advisor Group, Llc | 0.05% | 713,369 | $11,913,263 | $11,520,909 | -$392,354 | -3.29% | |
| Guggenheim Capital Llc | 0.09% | 693,615 | $11,867,753 | $11,201,882 | -$665,871 | -5.61% | |
| Commonwealth Equity Services, Llc | 0.01% | 604,754 | $10,099,398 | $9,766,777 | -$332,621 | -3.29% | |
| Bensler, Llc | 0.84% | 566,940 | $9,467,951 | $9,156,081 | -$311,870 | -3.29% | |
| Noble Wealth Management Pbc | 4.10% | 537,557 | $8,977,194 | $8,681,546 | -$295,648 | -3.29% | |
| Cornerstone Advisory, Llc | 0.69% | 501,259 | $8,371,029 | $8,095,333 | -$275,696 | -3.29% | |
| Summit Financial, Llc | 0.10% | 458,802 | $7,950,722 | $7,409,652 | -$541,070 | -6.81% | |
| Avior Wealth Management, Llc | 0.20% | 462,193 | $7,718,624 | $7,464,417 | -$254,207 | -3.29% | |
| Wealthcare Advisory Partners Llc | 0.14% | 436,792 | $7,294,424 | $7,054,191 | -$240,233 | -3.29% | |
| Alliancebernstein L.P. | 0.00% | 403,456 | $7,145,206 | $6,515,814 | -$629,392 | -8.81% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 398,817 | $6,823,759 | $6,440,895 | -$382,864 | -5.61% | |
| Arkadios Wealth Advisors | 0.11% | 380,364 | $6,508,036 | $6,142,879 | -$365,157 | -5.61% | |
| Kestra Advisory Services, Llc | 0.02% | 381,774 | $6,375,625 | $6,165,650 | -$209,975 | -3.29% | |
| Destiny Wealth Partners, Llc | 0.69% | 370,610 | $6,341,136 | $5,985,351 | -$355,785 | -5.61% | |
| Wagner Wealth Management, Llc | 1.16% | 374,835 | $6,259,737 | $6,053,585 | -$206,152 | -3.29% | |
| Lifewealth Investments, Llc | 1.62% | 362,648 | $6,056,227 | $5,856,765 | -$199,462 | -3.29% | |
| Allium Financial Advisors, Llc | 4.53% | 329,889 | $5,644,402 | $5,327,707 | -$316,695 | -5.61% | |
| Orion Porfolio Solutions, Llc | 0.05% | 316,097 | $5,408,422 | $5,104,967 | -$303,455 | -5.61% | |
| Rfg Advisory, Llc | 0.08% | 308,982 | $5,159,996 | $4,990,059 | -$169,937 | -3.29% | |
| Sentinel Advisory Group, Llc | 2.09% | 306,398 | $5,116,842 | $4,948,328 | -$168,514 | -3.29% | |
| Xtx Topco Ltd | 0.09% | 288,106 | $4,929,494 | $4,652,912 | -$276,582 | -5.61% | |
| Principal Securities, Inc. | 0.07% | 278,438 | $4,764,075 | $4,496,774 | -$267,301 | -5.61% | |
| Hightower Advisors, Llc | 0.00% | 274,539 | $4,697,345 | $4,433,805 | -$263,540 | -5.61% | |
| Wealth Care Llc | 3.38% | 249,620 | $4,168,643 | $4,031,363 | -$137,280 | -3.29% | |
| Capital Investment Advisory Services, Llc | 0.25% | 246,800 | $4,121,564 | $3,985,820 | -$135,744 | -3.29% | |
| U.S. Capital Wealth Advisors, Llc | 0.10% | 232,987 | $3,986,413 | $3,762,740 | -$223,673 | -5.61% | |
| Pnc Financial Services Group, Inc. | 0.00% | 231,880 | $3,967,468 | $3,744,862 | -$222,606 | -5.61% | |
| Bank Of Montreal | 0.00% | 224,563 | $3,842,273 | $3,626,692 | -$215,581 | -5.61% | |
| Beta Wealth Group, Inc. | 1.40% | 224,187 | $3,743,916 | $3,620,620 | -$123,296 | -3.29% | |
| Morse Asset Management, Inc | 0.71% | 200,912 | $3,437,606 | $3,244,729 | -$192,877 | -5.61% | |
| Quarry Hill Advisors, Llc | 1.27% | 198,527 | $3,315,394 | $3,206,211 | -$109,183 | -3.29% | |
| Equitable Holdings, Inc. | 0.02% | 182,465 | $3,230,586 | $2,946,810 | -$283,776 | -8.78% |
Frequently asked questions about PDI
Who owns the most PDI stock?
The largest holders of PDI 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 DYNAMIC INCOME FUND (PDI).
Is PDI widely held by superinvestors?
Many widely followed stocks like PDI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PDI 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.