PDI

PIMCO Dynamic Income Fund

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CIK 1510599

$15.92

-0.15 (-0.93%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding PDI · 2026-Q1 methodology → sources →

368 holders

% of shares outstanding held

—

Shares held (13F)

65,002,437

Reporting holders

368

% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.

Top holders

largest 100 of 368 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	12,903,51212.9M	$221M	—	—
2	LPL Financial LLC	5,288,9365.3M	$90M	—	ADD 9%
3	BANK OF AMERICA CORP /DE/	3,038,1823.0M	$52M	—	ADD 3%
4	Cetera Investment Advisers	1,708,0641.7M	$29M	—	ADD 7%
5	UBS Group AG	1,645,9211.6M	$28M	—	ADD 3%
6	WELLS FARGO & COMPANY/MN	1,593,2591.6M	$27M	—	TRIM -28%
7	OSAIC HOLDINGS, INC.	1,579,6521.6M	$27M	—	ADD 10%
8	ROYAL BANK OF CANADA	1,537,4521.5M	$26M	—	ADD 11%
9	PFG Investments, LLC	1,525,2351.5M	$26M	—	ADD 5%
10	RAYMOND JAMES FINANCIAL INC	1,454,8831.5M	$25M	—	ADD 6%
11	COHEN & STEERS, INC.	1,426,8641.4M	$24M	—	ADD 21%
12	TD Waterhouse Canada Inc.	1,302,8251.3M	$23M	—	ADD 7%
13	Estate Planners Group, LLC	1,308,9101.3M	$22M	—	—
14	Cambridge Investment Research Advisors, Inc.	1,179,0921.2M	$20M	—	ADD 7%
15	Private Advisor Group, LLC	876,123876,123	$15M	—	ADD 5%
16	Cerity Partners LLC	790,071790,071	$14M	—	ADD 3419%
17	INDEPENDENT FINANCIAL GROUP, LLC	731,544731,544	$13M	—	—
18	Mission Hills Financial Advisory, LLC	724,194724,194	$12M	—	ADD 6%
19	GUGGENHEIM CAPITAL LLC	693,615693,615	$12M	—	—
20	Cyndeo Wealth Partners, LLC	619,822619,822	$11M	—	ADD 31%
21	COMMONWEALTH EQUITY SERVICES, LLC	596,293596,293	$10M	—	TRIM -54%
22	Noble Wealth Management PBC	577,858577,858	$10M	—	ADD 8%
23	Cornerstone Advisory, LLC	568,664568,664	$10M	—	TRIM -8%
24	Bensler, LLC	525,873525,873	$9M	—	ADD 5%
25	Janney Montgomery Scott LLC	483,924483,924	$8M	—	ADD 17%
26	Summit Financial, LLC	458,802458,802	$8M	—	ADD 6%
27	Avior Wealth Management, LLC	450,684450,684	$8M	—	NEW
28	ENVESTNET ASSET MANAGEMENT INC	449,355449,355	$8M	—	ADD 17%
29	Wealthcare Advisory Partners LLC	437,892437,892	$7M	—	ADD 6%
30	ALLIANCEBERNSTEIN L.P.	403,456403,456	$7M	—	—
31	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	398,817398,817	$7M	—	ADD 330%
32	VERUS CAPITAL PARTNERS, LLC	380,472380,472	$7M	—	ADD 54%
33	Arkadios Wealth Advisors	380,364380,364	$7M	—	ADD 2178%
34	Destiny Wealth Partners, LLC	370,610370,610	$6M	—	NEW
35	Wagner Wealth Management, LLC	370,346370,346	$6M	—	—
36	LifeWealth Investments, LLC	369,241369,241	$6M	—	ADD 10%
37	Farther Finance Advisors, LLC	362,621362,621	$6M	—	ADD 314%
38	Kestra Advisory Services, LLC	362,230362,230	$6M	—	ADD 3%
39	Sentinel Advisory Group, LLC	342,272342,272	$6M	—	NEW
40	AE Wealth Management LLC	338,360338,360	$6M	—	ADD 103%
41	ALLIUM FINANCIAL ADVISORS, LLC	329,889329,889	$6M	—	ADD 15%
42	Orion Porfolio Solutions, LLC	316,097316,097	$5M	—	ADD 10%
43	XTX Topco Ltd	288,106288,106	$5M	—	ADD 3%
44	PRINCIPAL SECURITIES, INC.	278,438278,438	$5M	—	ADD 9%
45	HighTower Advisors, LLC	274,539274,539	$5M	—	TRIM -3%
46	PNC FINANCIAL SERVICES GROUP, INC.	249,215249,215	$4M	—	ADD 207%
47	Capital Investment Advisory Services, LLC	248,816248,816	$4M	—	ADD 21%
48	U.S. Capital Wealth Advisors, LLC	232,987232,987	$4M	—	ADD 4%
49	Beta Wealth Group, Inc.	227,453227,453	$4M	—	—
50	Wealth Care LLC	225,870225,870	$4M	—	NEW
51	BANK OF MONTREAL /CAN/	224,563224,563	$4M	—	ADD 22%
52	Morse Asset Management, Inc	200,912200,912	$3M	—	ADD 3%
53	QUARRY HILL ADVISORS, LLC	193,252193,252	$3M	—	ADD 5%
54	RFG Advisory, LLC	191,774191,774	$3M	—	—
55	Equitable Holdings, Inc.	182,465182,465	$3M	—	ADD 15%
56	Catawba River Capital	185,297185,297	$3M	—	ADD 6%
57	RETIREMENT PLANNING GROUP, LLC / NY	177,815177,815	$3M	—	TRIM -5%
58	SUSQUEHANNA INTERNATIONAL GROUP, LLP	174,820174,820	$3M	—	TRIM -31%
59	CARY STREET PARTNERS FINANCIAL LLC	169,103169,103	$3M	—	ADD 10%
60	Thrivent Financial for Lutherans	167,086167,086	$3M	—	—
61	Smith Asset Management Co., LLC	162,492162,492	$3M	—	ADD 9%
62	World Investment Advisors	156,237156,237	$3M	—	ADD 110%
63	Thomas J. Herzfeld Advisors, Inc.	154,860154,860	$3M	—	—
64	Flagship Private Wealth, LLC	151,916151,916	$3M	—	ADD 8%
65	Tennessee Valley Asset Management Partners	145,093145,093	$2M	—	ADD 10%
66	STIFEL FINANCIAL CORP	142,893142,893	$2M	—	TRIM -4%
67	JANE STREET GROUP, LLC	141,396141,396	$2M	—	TRIM -77%
68	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	140,935140,935	$2M	—	TRIM -3%
69	ALEXANDER LABRUNERIE & CO., INC.	129,940129,940	$2M	—	ADD 5%
70	Elm3 Financial Group, LLC	128,837128,837	$2M	—	ADD 7%
71	GILL CAPITAL PARTNERS, LLC	127,061127,061	$2M	—	TRIM -4%
72	Anchor Capital Management Group Inc	124,300124,300	$2M	—	—
73	Kovack Advisors, Inc.	122,310122,310	$2M	—	ADD 73%
74	MEANS INVESTMENT CO., INC.	119,239119,239	$2M	—	TRIM -9%
75	AlphaStar Capital Management, LLC	117,385117,385	$2M	—	TRIM -9%
76	Navis Wealth Advisors, LLC	112,196112,196	$2M	—	NEW
77	Wealthstar Advisors, LLC	108,997108,997	$2M	—	TRIM -2%
78	HUB Investment Partners, LLC	107,635107,635	$2M	—	ADD 19%
79	Focus Financial Network, Inc.	102,855102,855	$2M	—	ADD 3%
80	Independent Advisor Alliance	104,120104,120	$2M	—	NEW
81	MorganRosel Wealth Management, LLC	103,159103,159	$2M	—	ADD 69%
82	EVERGREEN CAPITAL MANAGEMENT LLC	95,60995,609	$2M	—	TRIM -3%
83	Rockefeller Capital Management L.P.	95,56895,568	$2M	—	ADD 40%
84	MRA Advisory Group	94,81694,816	$2M	—	ADD 3%
85	Mariner, LLC	92,25492,254	$2M	—	ADD 8%
86	Williams Jones Wealth Management, LLC.	87,38587,385	$1M	—	TRIM -12%
87	MERCER GLOBAL ADVISORS INC /ADV	87,05687,056	$1M	—	TRIM -74%
88	Marks Group Wealth Management, Inc	85,17585,175	$1M	—	TRIM -5%
89	Sanctuary Advisors, LLC	83,80183,801	$1M	—	ADD 22%
90	MML INVESTORS SERVICES, LLC	82,25282,252	$1M	—	TRIM -6%
91	MAI Capital Management	81,19681,196	$1M	—	ADD 8%
92	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	77,89877,898	$1M	—	TRIM -30%
93	Western Wealth Management, LLC	78,34178,341	$1M	—	ADD 22%
94	CAPTRUST FINANCIAL ADVISORS	78,11878,118	$1M	—	ADD 10%
95	Parisi Gray Wealth Management	74,97174,971	$1M	—	ADD 3%
96	CIBC WORLD MARKET INC.	74,28374,283	$1M	—	—
97	DIVERSIFY WEALTH MANAGEMENT, LLC	72,05272,052	$1M	—	ADD 44%
98	&PARTNERS	73,18673,186	$1M	—	ADD 4%
99	WEDBUSH SECURITIES INC	73,17773,177	$1M	—	ADD 16%
100	IEQ CAPITAL, LLC	72,88372,883	$1M	—	ADD 49%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

12.2M

13.1M

12.6M

13.3M

12.7M

12.9M

$221M

LPL Financial LLC

2.9M

3.5M

4.2M

4.9M

5.3M

$90M

BANK OF AMERICA CORP /DE/

2.8M

2.9M

3.1M

2.9M

3.0M

$52M

Cetera Investment Advisers

1.1M

1.2M

1.5M

1.6M

1.7M

$29M

UBS Group AG

1.4M

1.7M

1.8M

1.6M

$28M

WELLS FARGO & COMPANY/MN

842K

1.0M

988K

1.1M

2.2M

1.6M

$27M

OSAIC HOLDINGS, INC.

1.0M

1.2M

1.3M

1.4M

1.6M

$27M

ROYAL BANK OF CANADA

1.0M

1.2M

2.6M

1.4M

1.5M

$26M

PFG Investments, LLC

1.1M

1.3M

1.4M

1.5M

$26M

RAYMOND JAMES FINANCIAL INC

1.1M

1.2M

1.3M

1.4M

1.5M

$25M

COHEN & STEERS, INC.

1.3M

1.2M

1.3M

1.1M

1.2M

1.4M

$24M

TD Waterhouse Canada Inc.

995K

1.1M

1.2M

1.3M

1.2M

1.3M

$23M

Estate Planners Group, LLC

—

1.3M

$22M

Cambridge Investment Research Advisors, Inc.

865K

845K

982K

1.1M

1.2M

$20M

Private Advisor Group, LLC

627K

707K

792K

844K

834K

876K

$15M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding PDI · 2026-Q1 methodology → sources →

368 holders

% of shares outstanding held

—

Shares held (13F)

65,002,437

Reporting holders

368

Top holders

largest 100 of 368 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	12,903,51212.9M	$221M	—	—
2	LPL Financial LLC	5,288,9365.3M	$90M	—	ADD 9%
3	BANK OF AMERICA CORP /DE/	3,038,1823.0M	$52M	—	ADD 3%
4	Cetera Investment Advisers	1,708,0641.7M	$29M	—	ADD 7%
5	UBS Group AG	1,645,9211.6M	$28M	—	ADD 3%
6	WELLS FARGO & COMPANY/MN	1,593,2591.6M	$27M	—	TRIM -28%
7	OSAIC HOLDINGS, INC.	1,579,6521.6M	$27M	—	ADD 10%
8	ROYAL BANK OF CANADA	1,537,4521.5M	$26M	—	ADD 11%
9	PFG Investments, LLC	1,525,2351.5M	$26M	—	ADD 5%
10	RAYMOND JAMES FINANCIAL INC	1,454,8831.5M	$25M	—	ADD 6%
11	COHEN & STEERS, INC.	1,426,8641.4M	$24M	—	ADD 21%
12	TD Waterhouse Canada Inc.	1,302,8251.3M	$23M	—	ADD 7%
13	Estate Planners Group, LLC	1,308,9101.3M	$22M	—	—
14	Cambridge Investment Research Advisors, Inc.	1,179,0921.2M	$20M	—	ADD 7%
15	Private Advisor Group, LLC	876,123876,123	$15M	—	ADD 5%
16	Cerity Partners LLC	790,071790,071	$14M	—	ADD 3419%
17	INDEPENDENT FINANCIAL GROUP, LLC	731,544731,544	$13M	—	—
18	Mission Hills Financial Advisory, LLC	724,194724,194	$12M	—	ADD 6%
19	GUGGENHEIM CAPITAL LLC	693,615693,615	$12M	—	—
20	Cyndeo Wealth Partners, LLC	619,822619,822	$11M	—	ADD 31%
21	COMMONWEALTH EQUITY SERVICES, LLC	596,293596,293	$10M	—	TRIM -54%
22	Noble Wealth Management PBC	577,858577,858	$10M	—	ADD 8%
23	Cornerstone Advisory, LLC	568,664568,664	$10M	—	TRIM -8%
24	Bensler, LLC	525,873525,873	$9M	—	ADD 5%
25	Janney Montgomery Scott LLC	483,924483,924	$8M	—	ADD 17%
26	Summit Financial, LLC	458,802458,802	$8M	—	ADD 6%
27	Avior Wealth Management, LLC	450,684450,684	$8M	—	NEW
28	ENVESTNET ASSET MANAGEMENT INC	449,355449,355	$8M	—	ADD 17%
29	Wealthcare Advisory Partners LLC	437,892437,892	$7M	—	ADD 6%
30	ALLIANCEBERNSTEIN L.P.	403,456403,456	$7M	—	—
31	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	398,817398,817	$7M	—	ADD 330%
32	VERUS CAPITAL PARTNERS, LLC	380,472380,472	$7M	—	ADD 54%
33	Arkadios Wealth Advisors	380,364380,364	$7M	—	ADD 2178%
34	Destiny Wealth Partners, LLC	370,610370,610	$6M	—	NEW
35	Wagner Wealth Management, LLC	370,346370,346	$6M	—	—
36	LifeWealth Investments, LLC	369,241369,241	$6M	—	ADD 10%
37	Farther Finance Advisors, LLC	362,621362,621	$6M	—	ADD 314%
38	Kestra Advisory Services, LLC	362,230362,230	$6M	—	ADD 3%
39	Sentinel Advisory Group, LLC	342,272342,272	$6M	—	NEW
40	AE Wealth Management LLC	338,360338,360	$6M	—	ADD 103%
41	ALLIUM FINANCIAL ADVISORS, LLC	329,889329,889	$6M	—	ADD 15%
42	Orion Porfolio Solutions, LLC	316,097316,097	$5M	—	ADD 10%
43	XTX Topco Ltd	288,106288,106	$5M	—	ADD 3%
44	PRINCIPAL SECURITIES, INC.	278,438278,438	$5M	—	ADD 9%
45	HighTower Advisors, LLC	274,539274,539	$5M	—	TRIM -3%
46	PNC FINANCIAL SERVICES GROUP, INC.	249,215249,215	$4M	—	ADD 207%
47	Capital Investment Advisory Services, LLC	248,816248,816	$4M	—	ADD 21%
48	U.S. Capital Wealth Advisors, LLC	232,987232,987	$4M	—	ADD 4%
49	Beta Wealth Group, Inc.	227,453227,453	$4M	—	—
50	Wealth Care LLC	225,870225,870	$4M	—	NEW
51	BANK OF MONTREAL /CAN/	224,563224,563	$4M	—	ADD 22%
52	Morse Asset Management, Inc	200,912200,912	$3M	—	ADD 3%
53	QUARRY HILL ADVISORS, LLC	193,252193,252	$3M	—	ADD 5%
54	RFG Advisory, LLC	191,774191,774	$3M	—	—
55	Equitable Holdings, Inc.	182,465182,465	$3M	—	ADD 15%
56	Catawba River Capital	185,297185,297	$3M	—	ADD 6%
57	RETIREMENT PLANNING GROUP, LLC / NY	177,815177,815	$3M	—	TRIM -5%
58	SUSQUEHANNA INTERNATIONAL GROUP, LLP	174,820174,820	$3M	—	TRIM -31%
59	CARY STREET PARTNERS FINANCIAL LLC	169,103169,103	$3M	—	ADD 10%
60	Thrivent Financial for Lutherans	167,086167,086	$3M	—	—
61	Smith Asset Management Co., LLC	162,492162,492	$3M	—	ADD 9%
62	World Investment Advisors	156,237156,237	$3M	—	ADD 110%
63	Thomas J. Herzfeld Advisors, Inc.	154,860154,860	$3M	—	—
64	Flagship Private Wealth, LLC	151,916151,916	$3M	—	ADD 8%
65	Tennessee Valley Asset Management Partners	145,093145,093	$2M	—	ADD 10%
66	STIFEL FINANCIAL CORP	142,893142,893	$2M	—	TRIM -4%
67	JANE STREET GROUP, LLC	141,396141,396	$2M	—	TRIM -77%
68	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	140,935140,935	$2M	—	TRIM -3%
69	ALEXANDER LABRUNERIE & CO., INC.	129,940129,940	$2M	—	ADD 5%
70	Elm3 Financial Group, LLC	128,837128,837	$2M	—	ADD 7%
71	GILL CAPITAL PARTNERS, LLC	127,061127,061	$2M	—	TRIM -4%
72	Anchor Capital Management Group Inc	124,300124,300	$2M	—	—
73	Kovack Advisors, Inc.	122,310122,310	$2M	—	ADD 73%
74	MEANS INVESTMENT CO., INC.	119,239119,239	$2M	—	TRIM -9%
75	AlphaStar Capital Management, LLC	117,385117,385	$2M	—	TRIM -9%
76	Navis Wealth Advisors, LLC	112,196112,196	$2M	—	NEW
77	Wealthstar Advisors, LLC	108,997108,997	$2M	—	TRIM -2%
78	HUB Investment Partners, LLC	107,635107,635	$2M	—	ADD 19%
79	Focus Financial Network, Inc.	102,855102,855	$2M	—	ADD 3%
80	Independent Advisor Alliance	104,120104,120	$2M	—	NEW
81	MorganRosel Wealth Management, LLC	103,159103,159	$2M	—	ADD 69%
82	EVERGREEN CAPITAL MANAGEMENT LLC	95,60995,609	$2M	—	TRIM -3%
83	Rockefeller Capital Management L.P.	95,56895,568	$2M	—	ADD 40%
84	MRA Advisory Group	94,81694,816	$2M	—	ADD 3%
85	Mariner, LLC	92,25492,254	$2M	—	ADD 8%
86	Williams Jones Wealth Management, LLC.	87,38587,385	$1M	—	TRIM -12%
87	MERCER GLOBAL ADVISORS INC /ADV	87,05687,056	$1M	—	TRIM -74%
88	Marks Group Wealth Management, Inc	85,17585,175	$1M	—	TRIM -5%
89	Sanctuary Advisors, LLC	83,80183,801	$1M	—	ADD 22%
90	MML INVESTORS SERVICES, LLC	82,25282,252	$1M	—	TRIM -6%
91	MAI Capital Management	81,19681,196	$1M	—	ADD 8%
92	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	77,89877,898	$1M	—	TRIM -30%
93	Western Wealth Management, LLC	78,34178,341	$1M	—	ADD 22%
94	CAPTRUST FINANCIAL ADVISORS	78,11878,118	$1M	—	ADD 10%
95	Parisi Gray Wealth Management	74,97174,971	$1M	—	ADD 3%
96	CIBC WORLD MARKET INC.	74,28374,283	$1M	—	—
97	DIVERSIFY WEALTH MANAGEMENT, LLC	72,05272,052	$1M	—	ADD 44%
98	&PARTNERS	73,18673,186	$1M	—	ADD 4%
99	WEDBUSH SECURITIES INC	73,17773,177	$1M	—	ADD 16%
100	IEQ CAPITAL, LLC	72,88372,883	$1M	—	ADD 49%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

12.2M

13.1M

12.6M

13.3M

12.7M

12.9M

$221M

LPL Financial LLC

2.9M

3.5M

4.2M

4.9M

5.3M

$90M

BANK OF AMERICA CORP /DE/

2.8M

2.9M

3.1M

2.9M

3.0M

$52M

Cetera Investment Advisers

1.1M

1.2M

1.5M

1.6M

1.7M

$29M

UBS Group AG

1.4M

1.7M

1.8M

1.6M

$28M

WELLS FARGO & COMPANY/MN

842K

1.0M

988K

1.1M

2.2M

1.6M

$27M

OSAIC HOLDINGS, INC.

1.0M

1.2M

1.3M

1.4M

1.6M

$27M

ROYAL BANK OF CANADA

1.0M

1.2M

2.6M

1.4M

1.5M

$26M

PFG Investments, LLC

1.1M

1.3M

1.4M

1.5M

$26M

RAYMOND JAMES FINANCIAL INC

1.1M

1.2M

1.3M

1.4M

1.5M

$25M

COHEN & STEERS, INC.

1.3M

1.2M

1.3M

1.1M

1.2M

1.4M

$24M

TD Waterhouse Canada Inc.

995K

1.1M

1.2M

1.3M

1.2M

1.3M

$23M

Estate Planners Group, LLC

—

1.3M

$22M

Cambridge Investment Research Advisors, Inc.

865K

845K

982K

1.1M

1.2M

$20M

Private Advisor Group, LLC

627K

707K

792K

844K

834K

876K

$15M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Short interest has its own tab now — open SI →

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	368	65,002,437	—	$1.1B
2025-Q4	353	68,213,512	—	$1.2B
2025-Q3	338	63,408,734	—	$1.2B
2025-Q2	330	58,292,323	—	$1.1B
2025-Q1	318	57,188,942	—	$1.1B
2024-Q4	316	50,601,265	—	$930M
2024-Q3	292	46,057,963	—	$942M
2024-Q2	271	43,836,898	—	$821M
2024-Q1	266	64,865,625	—	$1.3B
2023-Q4	259	50,466,360	—	$908M
2023-Q3	252	40,055,655	—	$695M
2023-Q2	242	40,167,657	—	$757M
2023-Q1	238	38,965,430	—	$706M
2022-Q4	237	37,837,257	—	$696M
2022-Q3	219	37,649,018	—	$734M
2022-Q2	230	38,431,441	—	$804M
2022-Q1	238	37,812,335	—	$924M
2021-Q4	259	38,686,827	—	$1.0B
2021-Q3	132	10,218,390	—	$272M
2021-Q2	134	9,938,418	—	$285M
2021-Q1	135	9,659,168	—	$272M
2020-Q4	136	9,623,187	—	$261M
2020-Q3	112	9,468,417	—	$240M
2020-Q2	109	9,329,757	—	$231M
2020-Q1	118	10,238,704	—	$208M
2019-Q4	124	8,227,955	—	$266M
2019-Q3	119	7,685,724	—	$249M
2019-Q2	112	8,710,339	—	$279M
2019-Q1	120	9,208,446	—	$294M
2018-Q4	118	9,401,863	—	$274M
2018-Q3	107	9,125,745	—	$304M
2018-Q2	103	8,521,939	—	$270M
2018-Q1	101	8,270,954	—	$254M
2017-Q4	98	7,056,895	—	$211M
2017-Q3	85	7,690,334	—	$236M
2017-Q2	87	7,769,329	—	$233M
2017-Q1	79	7,731,452	—	$222M
2016-Q4	78	7,346,157	—	$202M
2016-Q3	79	6,637,714	—	$187M
2016-Q2	72	7,260,627	—	$200M
2016-Q1	69	7,844,532	—	$204M
2015-Q4	65	7,922,502	—	$217M
2015-Q3	71	8,288,597	—	$239M
2015-Q2	68	7,939,645	—	$232M
2015-Q1	72	7,440,980	—	$228M
2014-Q4	77	7,239,291	—	$233M
2014-Q3	74	6,884,533	—	$228M
2014-Q2	66	6,636,436	—	$239M
2014-Q1	71	7,038,454	—	$238M
2013-Q4	63	7,949,253	—	$249M
2013-Q3	54	7,717,999	—	$240M
2013-Q2	55	6,736,980	—	$214M
2013-Q1	3	52,481	—	$2M

PDI☆

Institutional ownership· 13F filers holding PDI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding PDI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

PDI