Back to stocks
PDI

PDI

PIMCO Dynamic Income Fund

Institutional holders
1,411
As of Q2 2026
Total 13F value
$57.9B
Sum of disclosed positions
New positions
501
This quarter
Sold positions
322
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
FIDUCIARY FINANCIAL ADVISORS

Action Point Financial Planning, Llc

$19.7B662.2K0.08%New Position
JPMORGAN CHASE & CO

Jpmorgan Chase

$3.5B35.68M0.18%New Position
MORGAN STANLEY

Morgan Stanley

$2.8B62.27M0.05%+8.3%
LPL Financial LLC

Lpl Financial Llc

$2.1B46.80M0.13%-0.2%
BANK OF AMERICA CORP /DE/

Bank Of America

$2B46.39M0.03%+9.3%
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$1.5B30.10M0.05%Exited
ASSETMARK, INC

Assetmark, Inc

$1.1B10.97M1.80%+0.2%
ENVESTNET ASSET MANAGEMENT INC

Envestnet Asset Management Inc

$976.4M23.32M0.08%+6.4%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Thurston, Springer, Miller, Herd & Titak, Inc.

$762.8M28.8K0.09%Exited
UBS Group AG

Ubs Group Ag

$725.1M15.44M0.04%Exited
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$719.8M15.84M0.06%-15.2%
Allianz Asset Management GmbH

Allianz Asset Management Gmbh

$706.8M12.45M0.10%-1.1%
AE Wealth Management LLC

Ae Wealth Management Llc

$653.3M12.57M0.52%Exited
Sixth Street Partners Management Company, L.P.

Sixth Street Partners Management Company, L.P.

$625.8M23.50M0.08%New Position
CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Charles Schwab Investment Management Inc

$625.8M23.50M0.08%+55.9%
NewEdge Advisors, LLC

Newedge Advisors, Llc

$493.4M10.89M0.51%-11.9%
HighTower Advisors, LLC

Hightower Advisors, Llc

$476.7M14.04M0.30%-44.1%
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$442.9M10.81M0.13%+3023.6%
ROYAL BANK OF CANADA

Royal Bank Of Canada

$428.7M9.83M0.02%-5.3%
Cetera Investment Advisers

Cetera Investment Advisers

$386.4M9.35M0.11%-2.7%
OneDigital Investment Advisors LLC

Resources Investment Advisors, Llc.

$332.9M4.92M1.43%+7.2%
Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc.

$328.9M10.30M0.13%+13.2%
Waverly Advisors, LLC

Waverly Advisors, Llc

$294.5M6.42M0.71%+32.6%
Advocacy Wealth Management, LLC

Advocacy Wealth Management Services, Llc

$271.3M5.77M3.89%-6.8%
STIFEL FINANCIAL CORP

Stifel Financial Corp

$252.9M4.83M0.07%+3.6%
COMMONWEALTH EQUITY SERVICES, LLC

Commonwealth Equity Services, Llc

$246.5M5.85M0.10%-5.8%
Corient Private Wealth LP

Ci Private Wealth, Llc

$243.9M8.68M0.11%+68.6%
FMR LLC

Fmr Llc

$240.4M2.52M0.01%-22.9%
CAPTRUST FINANCIAL ADVISORS

Captrust Financial Advisors

$236.4M4.55M0.11%-13.3%
WCG Wealth Advisors LLC

Wcg Wealth Advisors Llc

$232.7M6.98M3.40%Added
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Northwestern Mutual Wealth Management Co

$207.1M5.23M0.04%-3.0%
Advance Capital Management, Inc.

Advance Capital Management, Inc.

$200.8M7.57M6.49%+6.5%
Retirement Planning Group, LLC

Retirement Planning Group

$198.8M7.27M4.83%+11.0%
Regatta Research & Money Management

Regatta Research & Money Management

$198M6.4K0.05%New Position
Pure Financial Advisors, LLC

Pure Financial Advisors, Llc

$195.2M7.33M2.46%+21.0%
Focus Partners Wealth

Colony Group Llc

$193.1M2.50M0.14%-3.5%
Krilogy Financial LLC

Krilogy Financial Llc

$189.5M4.87M3.16%-0.3%
GREAT VALLEY ADVISOR GROUP, INC.

Great Valley Advisor Group, Inc.

$174.3M2.51M1.44%+16.2%
UNITED CAPITAL FINANCIAL ADVISORS, LLC

United Capital Financial Advisers, Llc

$168.9M5.66M0.75%Exited
Mariner, LLC

Mariner, Llc

$167.4M2.79M0.08%Exited
Destination Wealth Management

Destination Wealth Management

$163.2M4.78M2.64%+33.9%
Private Advisor Group, LLC

Private Advisor Group, Llc

$160.1M3.44M0.28%+172.0%
Modern Wealth Management, LLC

Modern Wealth Management, Llc

$153.1M3.60M0.88%New Position
Heirloom Wealth Management

Heirloom Wealth Management

$146.6M2.45M15.45%Exited
JONES FINANCIAL COMPANIES LLLP

Jones Financial Companies Lllp

$145.6M2.91M0.02%+34.6%
CreativeOne Wealth, LLC

Creativeone Wealth, Llc

$139.5M2.10M1.60%-6.6%
Stratos Wealth Partners, LTD.

Stratos Wealth Partners, Ltd.

$137.3M3.98M0.89%-5.9%
Saba Capital Management, L.P.

Saba Capital Management, L.P.

$133.6M6.42M3.43%Unchanged
THRIVENT FINANCIAL FOR LUTHERANS

Thrivent Financial For Lutherans

$125.1M1.90M0.09%+26.2%
Bank of New York Mellon Corp

Bank Of New York Mellon Corp

$124.9M4.33M0.01%-0.9%

Explore