Who owns PDI?
Institutional ownership of PIMCO Dynamic Income Fund from Form 13F, Q2 2026
375 institutional managers reported holding PIMCO Dynamic Income Fund (PDI) in Form 13F filings for Q2 2026, with 72,932,354 shares worth $1.2B. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 8,129,862 shares (+12.6%). 35 opened new positions and 32 sold out.
- Funds holding
- 375
- Value held
- $1.2B
- New / sold out
- 35 / 32
- Net shares, same filers
- +12.6%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of PDI
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Morgan Stanley | $233M | 19.2% | 13,979,935 | Added |
| LPL Financial LLC | $92.6M | 7.6% | 5,545,160 | Added |
| Bank of America Corp | $50.3M | 4.1% | 3,010,801 | Trimmed |
| Cambridge Investment Research Advisors, Inc. | $44.6M | 3.7% | 2,669,946 | Added |
| Cetera Investment Advisers | $36.4M | 3.0% | 2,178,984 | Added |
| Osaic Holdings, Inc. | $30.6M | 2.5% | 1,829,861 | Added |
| UBS Group AG | $29.2M | 2.4% | 1,750,310 | Added |
| Raymond James Financial Inc | $26.5M | 2.2% | 1,585,101 | Added |
| Wells Fargo & Company | $25.6M | 2.1% | 1,534,884 | Trimmed |
| Cohen & Steers, Inc. | $25.3M | 2.1% | 1,514,050 | Added |
| J.w. Cole Advisors, Inc. | $25.2M | 2.1% | 1,510,792 | Added |
| Royal Bank of Canada | $24.3M | 2.0% | 1,455,710 | Trimmed |
| PFG Investments, LLC | $24.0M | 2.0% | 1,438,078 | Trimmed |
| TD Waterhouse Canada Inc. | $23.2M | 1.9% | 1,385,039 | Added |
| Estate Planners Group, LLC | $22.8M | 1.9% | 1,363,819 | Added |
| Cerity Partners LLC | $16.5M | 1.4% | 985,250 | Added |
| Cyndeo Wealth Partners, LLC | $15.5M | 1.3% | 927,452 | Added |
| Envestnet Asset Management Inc | $14.0M | 1.2% | 839,521 | Added |
| Mission Hills Financial Advisory, LLC | $12.5M | 1.0% | 751,235 | Added |
| Independent Financial Group, LLC | $12.0M | 1.0% | 717,418 | Trimmed |
| Private Advisor Group, LLC | $11.9M | 1.0% | 713,369 | Trimmed |
| Northwestern Mutual Wealth Management Co | $10.9M | 0.9% | 651,048 | Added |
| Guggenheim Capital LLC | $10.2M | 0.8% | 608,146 | Trimmed |
| Commonwealth Equity Services, LLC | $10.1M | 0.8% | 604,754 | Added |
| Bensler, LLC | $9.5M | 0.8% | 566,940 | Added |
Share of 13F holdings is each fund's shares as a share of the 72,932,354 PDI shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- J.w. Cole Advisors, Inc. Added+$25.0M
- Cambridge Investment Research Advisors, Inc. Added+$24.9M
- Morgan Stanley Added+$18.0M
- Cetera Investment Advisers Added+$7.9M
- NewEdge Advisors, LLC New+$7.2M
- Envestnet Asset Management Inc Added+$6.5M
- Rivernorth Capital Management, LLC New+$5.4M
- Cyndeo Wealth Partners, LLC Added+$5.1M
- Logan Stone Capital, LLC Added+$4.6M
- Icon Advisers Inc New+$4.5M
Biggest sellers in Q2 2026
- Arkadios Wealth Advisors Trimmed-$6.0M
- Farther Finance Advisors, LLC Trimmed-$3.7M
- Private Advisor Group, LLC Trimmed-$2.7M
- Jane Street Group, LLC Sold out-$2.4M
- Destiny Wealth Partners, LLC Trimmed-$2.3M
- Alliancebernstein L.p. Trimmed-$2.1M
- Independent Advisor Alliance Sold out-$1.8M
- Alexander Labrunerie & Co., Inc. Trimmed-$1.7M
- PFG Investments, LLC Trimmed-$1.5M
- Guggenheim Capital LLC Trimmed-$1.4M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $185M and sold $49.2M; 167 added and 99 trimmed.
Questions about PDI ownership
- Who owns PDI stock?
- 375 institutional investment managers reported PDI positions in their Form 13F filings for Q2 2026, holding 72,932,354 shares worth $1.2B in total. Morgan Stanley reported the largest position.
- Are funds buying or selling PDI?
- In Q2 2026, 35 managers opened new PDI positions, 167 added, 99 trimmed and 32 sold out. Managers that filed in both quarters added a net 8,129,862 shares.
- How current is this PDI institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to PDI by CUSIP. Options are left out. PDI news and filings · PDI insider trades · Top funds