Who Owns PIMCO High Income Fund (PHK)?Hedge Fund & Institutional Holders

$4.54-0.15 (-3.21%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.000800061636e+161T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$4.43$4.61$4.79$4.98$5.16Aug 24Jun 25Mar 26

PHK — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+888K+$4.0M
Noble Wealth Management PBCNew Position+415K+$2.1M
PARK AVENUE SECURITIES LLCNew Position+336K+$1.6M
Elm3 Financial Group, LLCNew Position+209K+$1.0M
Whipplewood Advisors, LLCNew Position+207K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+302K+$1.0M
Sanctuary Advisors, LLCNew Position+203K+$979K
Apollon Wealth Management, LLCNew Position+180K+$874K
BENJAMIN EDWARDS INCNew Position+131K+$634K
PFG Investments, LLCNew Position+92K+$447K
Creekside PartnersNew Position+91K+$441K
TrueMark Investments, LLCNew Position+80K+$387K
Rayburn West Financial Services LLCNew Position+79K+$384K
Presper Financial Architects, LLCNew Position+73K+$352K
Indivisible PartnersNew Position+62K+$299K

PHK — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RIVERNORTH CAPITAL MANAGEMENT, LLCDecreased-1.8M-$12.1B
GUGGENHEIM CAPITAL LLCDecreased-54K-$6.8B
Invesco Ltd.Decreased-63K-$6.4B
Baird Financial Group, Inc.Decreased-3K-$868.8M
Future Financial Wealth Managment LLCDecreased-2K-$658.0M
NewEdge Advisors, LLCDecreased-6K-$650.2M
Kingsview Wealth Management, LLCDecreased-18K-$497.2M
INTEGRATED CAPITAL MANAGEMENT, INC.Decreased-1K-$417.8M
Founders Financial Alliance, LLCDecreased-566-$370.5M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-60K-$300.8M
STIFEL FINANCIAL CORPDecreased-5K-$224.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-39K-$195.0M
SYNOVUS FINANCIAL CORPClosed Position-35K-$176.6M
Mariner, LLCClosed Position-23K-$113.4M
Atria Investments, IncDecreased-295-$107.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC1,937,118$9.0M0.00%Share
2OSAIC HOLDINGS, INC.1,646,236$8.0M0.01%Share
3UBS Group AG1,268,177$6.2M0.00%Share
4GUGGENHEIM CAPITAL LLC1,310,743$6.0M0.04%Share
5Invesco Ltd.1,216,380$5.9M0.00%Share
6COHEN & STEERS, INC.1,148,953$5.6M0.01%Share
7Orion Porfolio Solutions, LLC1,158,205$5.0M0.04%Share
8BANK OF AMERICA CORP /DE/1,187,734$5.0M0.00%Share
9MORGAN STANLEY838,013$4.0M0.00%Share
10ENVESTNET ASSET MANAGEMENT INC887,862$4.0M0.00%Share
11Cetera Investment Advisers880,845$4.0M0.00%Share
12RIVERNORTH CAPITAL MANAGEMENT, LLC589,626$2.9M0.14%Share
13PARK AVENUE SECURITIES LLC335,863$1.6M0.01%Share
14Noble Wealth Management PBC302,830$1.5M0.80%Share
15Elm3 Financial Group, LLC209,092$1.0M0.84%Share
16Whipplewood Advisors, LLC206,849$1.0M0.65%Share
17Cambridge Investment Research Advisors, Inc.382,825$1.0M0.00%Share
18COMMONWEALTH EQUITY SERVICES, LLC301,737$1.0M0.00%Share
19Marks Group Wealth Management, Inc280,669$1.0M0.10%Share
20Kestra Advisory Services, LLC395,817$1.0M0.00%Share
21PRINCIPAL SECURITIES, INC.337,605$1.0M0.02%Share
22Apollon Wealth Management, LLC179,846$874K0.02%Share
23Nilsine Partners, LLC171,108$831K0.07%Share
24Future Financial Wealth Managment LLC130,283$639K0.43%Share
25Rathbones Group PLC131,400$638K0.00%Share
26BENJAMIN EDWARDS INC130,650$634K0.01%Share
27Noble Wealth Management PBC112,350$546K0.27%Share
28Sanctuary Advisors, LLC111,486$541K0.00%Share
29PFG Investments, LLC92,147$447K0.02%Share
30Creekside Partners90,844$441K0.19%Share
31INTEGRATED CAPITAL MANAGEMENT, INC.82,802$402K0.27%Share
32TrueMark Investments, LLC79,784$387K0.07%Share
33Rayburn West Financial Services LLC79,100$384K0.24%Share
34Founders Financial Alliance, LLC73,759$358K0.07%Share
35Presper Financial Architects, LLC72,543$352K0.20%Share
36Indivisible Partners61,674$299K0.03%Share
37Sanctuary Advisors, LLC60,536$290K0.00%Share
38Capital Investment Advisory Services, LLC57,800$280K0.02%Share
39J.W. COLE ADVISORS, INC.55,391$258K0.01%Share
40New England Private Wealth Advisors LLC44,347$215K0.01%Share
41LAUREL OAK WEALTH MANAGEMENT, LLC41,622$202K0.03%Share
42MGO ONE SEVEN LLC41,360$201K0.00%Share
43Allworth Financial LP33,736$163K0.00%Share
44IAMS WEALTH MANAGEMENT, LLC30,000$145K0.05%Share
45Centric Wealth Management28,099$139K0.03%Share
46Belpointe Asset Management LLC28,425$138K0.00%Share
47International Private Wealth Advisors LLC27,485$133K0.08%Share
48INTEGRITY ALLIANCE, LLC.25,565$124K0.00%Share
49Wealthcare Advisory Partners LLC25,000$121K0.00%Share
50Brookstone Capital Management23,451$113K0.00%Share

PHK Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025124$88.4M+53
Q3 202571$77.7B-44
Q2 2025115$75.6B+1
Q1 2025114$82.7B+14
Q4 2024100$6.6T+23
Q3 202477$59.6T+4
Q2 202473$51.3T+1
Q1 202472$54.1T—

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As of Q4 2025, 50 institutional investors hold PHK (PIMCO High Income Fund). The largest holder is LPL Financial LLC with $9.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PHK?

As of Q4 2025, 50 institutional investors report holding PHK (PIMCO High Income Fund) in their 13F filings.

Who is the largest institutional holder of PHK?

The largest institutional holder of PHK is LPL Financial LLC with $9.0M in shares.

Is institutional ownership of PHK increasing or decreasing?

This quarter, 15 institutions opened new positions in PHK and 3 closed their positions.