PHK

PIMCO HIGH INCOME FUND

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CIK 1219360

$4.59

-0.03 (-0.65%)

USD · as of 2026-07-29 · marketstack

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

130 holders

% of shares outstanding held

—

Shares held (13F)

21,554,723

Reporting holders

130

Top holders

largest 100 of 130 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	2,465,6792.5M	$11M	—	ADD 27%
2	Orion Porfolio Solutions, LLC	1,322,3081.3M	$6M	—	ADD 14%
3	OSAIC HOLDINGS, INC.	1,286,8791.3M	$6M	—	TRIM -23%
4	UBS Group AG	1,265,9431.3M	$6M	—	—
5	Invesco Ltd.	1,248,6191.2M	$6M	—	ADD 3%
6	BANK OF AMERICA CORP /DE/	1,247,8141.2M	$6M	—	ADD 4%
7	COHEN & STEERS, INC.	1,187,0441.2M	$5M	—	ADD 3%
8	GUGGENHEIM CAPITAL LLC	1,072,1491.1M	$5M	—	TRIM -18%
9	Cetera Investment Advisers	941,248941,248	$4M	—	ADD 7%
10	ENVESTNET ASSET MANAGEMENT INC	926,775926,775	$4M	—	ADD 4%
11	MORGAN STANLEY	851,211851,211	$4M	—	—
12	GraniteShares Advisors LLC	504,811504,811	$2M	—	TRIM -10%
13	RIVERNORTH CAPITAL MANAGEMENT, LLC	447,813447,813	$2M	—	TRIM -24%
14	Cambridge Investment Research Advisors, Inc.	376,159376,159	$2M	—	—
15	PARK AVENUE SECURITIES LLC	353,156353,156	$2M	—	ADD 5%
16	PRINCIPAL SECURITIES, INC.	349,863349,863	$2M	—	ADD 4%
17	Kestra Advisory Services, LLC	307,536307,536	$1M	—	TRIM -22%
18	COMMONWEALTH EQUITY SERVICES, LLC	286,616286,616	$1M	—	TRIM -5%
19	Marks Group Wealth Management, Inc	261,440261,440	$1M	—	TRIM -7%
20	Elm3 Financial Group, LLC	259,069259,069	$1M	—	ADD 24%
21	Shaker Financial Services, LLC	238,025238,025	$1M	—	NEW
22	RAYMOND JAMES FINANCIAL INC	206,498206,498	$956,086	—	ADD 5%
23	Whipplewood Advisors, LLC	205,862205,862	$953,141	—	—
24	WELLS FARGO & COMPANY/MN	185,772185,772	$860,126	—	ADD 31%
25	Apollon Wealth Management, LLC	173,291173,291	$802,336	—	TRIM -4%
26	Baird Financial Group, Inc.	172,509172,509	$798,717	—	—
27	JANE STREET GROUP, LLC	142,267142,267	$658,697	—	TRIM -16%
28	ROYAL BANK OF CANADA	138,610138,610	$642,000	—	TRIM -7%
29	Rathbones Group PLC	131,400131,400	$608,382	—	—
30	Creekside Partners	131,085131,085	$606,924	—	ADD 44%
31	Future Financial Wealth Managment LLC	127,753127,753	$597,884	—	—
32	Sanctuary Advisors, LLC	127,114127,114	$588,538	—	ADD 14%
33	BENJAMIN EDWARDS INC	124,963124,963	$578,593	—	TRIM -4%
34	Legend Capital Advisors LLC	113,678113,678	$526,329	—	NEW
35	Western Wealth Management, LLC	108,255108,255	$501,221	—	NEW
36	Thrivent Financial for Lutherans	103,000103,000	$477,000	—	—
37	Rayburn West Financial Services LLC	99,10099,100	$458,833	—	ADD 25%
38	Noble Wealth Management PBC	87,44987,449	$404,888	—	TRIM -22%
39	INTEGRATED CAPITAL MANAGEMENT, INC.	84,34284,342	$390,503	—	—
40	Kingsview Wealth Management, LLC	84,21884,218	$389,928	—	ADD 3%
41	Indivisible Partners	82,96782,967	$384,139	—	ADD 35%
42	PFG Investments, LLC	78,85178,851	$365,079	—	TRIM -14%
43	MML INVESTORS SERVICES, LLC	64,42464,424	$298,281	—	TRIM -22%
44	Capital Investment Advisory Services, LLC	63,90063,900	$295,857	—	ADD 11%
45	LAUREL OAK WEALTH MANAGEMENT, LLC	55,43655,436	$256,667	—	ADD 33%
46	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	51,59351,593	$238,877	—	TRIM -16%
47	MGO ONE SEVEN LLC	51,36051,360	$237,798	—	ADD 24%
48	New England Private Wealth Advisors LLC	44,34744,347	$205,327	—	NEW
49	Virtu Financial LLC	42,38442,384	$196,000	—	NEW
50	STIFEL FINANCIAL CORP	41,45241,452	$191,922	—	ADD 4%
51	INDEPENDENT FINANCIAL GROUP, LLC	37,44237,442	$173,356	—	TRIM -7%
52	Pinnacle Financial Partners, Inc.	35,39535,395	$163,879	—	—
53	RITHOLTZ WEALTH MANAGEMENT	34,50034,500	$159,735	—	NEW
54	CWM, LLC	34,16234,162	$158,170	—	NEW
55	BlackRock, Inc.	33,76233,762	$156,320	—	—
56	Allworth Financial LP	33,73633,736	$156,197	—	—
57	NOMURA HOLDINGS INC	30,30030,300	$140,289	—	NEW
58	IAMS WEALTH MANAGEMENT, LLC	30,00030,000	$138,900	—	—
59	AE Wealth Management LLC	29,97029,970	$138,761	—	NEW
60	Independent Advisor Alliance	28,36828,368	$131,343	—	NEW
61	International Private Wealth Advisors LLC	28,25528,255	$130,821	—	ADD 3%
62	HighTower Advisors, LLC	25,53825,538	$118,241	—	ADD 73%
63	Arkadios Wealth Advisors	25,25925,259	$116,950	—	NEW
64	Wealthcare Advisory Partners LLC	25,00025,000	$115,750	—	—
65	HRT FINANCIAL LP	24,96524,965	$115,000	—	NEW
66	Moors & Cabot, Inc.	24,50024,500	$113,435	—	—
67	Centric Wealth Management	23,94023,940	$111,800	—	TRIM -15%
68	Brookstone Capital Management	23,88823,888	$110,600	—	—
69	Valley Financial Group, Inc.	23,57923,579	$109,171	—	ADD 40%
70	Atria Investments, Inc	22,94522,945	$106,235	—	ADD 8%
71	Tempus Wealth Planning, LLC	22,73022,730	$105,240	—	—
72	NewEdge Advisors, LLC	104,000104,000	$104,000	—	TRIM -17%
73	180 WEALTH ADVISORS, LLC	21,55021,550	$99,777	—	—
74	CAPTRUST FINANCIAL ADVISORS	21,50721,507	$99,578	—	NEW
75	Stratos Wealth Partners, LTD.	21,24921,249	$98,383	—	—
76	Williams Jones Wealth Management, LLC.	21,24021,240	$98,342	—	—
77	Ceeto Capital Group, LLC	20,00020,000	$94,000	—	—
78	TWO SIGMA SECURITIES, LLC	19,03019,030	$88,109	—	TRIM -62%
79	BOOTHBAY FUND MANAGEMENT, LLC	18,87418,874	$87,387	—	NEW
80	Integrity Advisory Solutions, LLC	17,68417,684	$81,877	—	ADD 5%
81	STEINBERGANNA WEALTH MANAGEMENT	17,45117,451	$80,798	—	TRIM -8%
82	Wagner Wealth Management, LLC	16,30916,309	$75,511	—	—
83	SCOTIA CAPITAL INC.	15,85015,850	$73,385	—	—
84	Spire Wealth Management	14,91814,918	$69,070	—	—
85	INTEGRITY ALLIANCE, LLC.	14,77514,775	$68,410	—	TRIM -42%
86	B. Riley Wealth Advisors, Inc.	15,08215,082	$66,963	—	—
87	Strategic Financial Partners, Ltd.	14,26514,265	$66,047	—	ADD 2%
88	Madison Wealth Partners, Inc	13,95013,950	$64,589	—	—
89	KPP Advisory Services LLC	13,16013,160	$60,931	—	TRIM -13%
90	Glenview Trust Co	13,01013,010	$60,236	—	—
91	Steward Partners Investment Advisory, LLC	12,75512,755	$59,055	—	TRIM -17%
92	Jump Financial, LLC	12,40012,400	$57,412	—	NEW
93	RMR Wealth Builders	11,61211,612	$54,319	—	TRIM -8%
94	CIBC WORLD MARKET INC.	11,73011,730	$54,310	—	—
95	Anfield Capital Management, LLC	11,40711,407	$52,814	—	—
96	KANE INVESTMENT MANAGEMENT, INC.	11,40311,403	$52,796	—	TRIM -74%
97	PRINCIPAL FINANCIAL GROUP INC	11,27811,278	$52,217	—	TRIM -3%
98	Bryn Mawr Trust Advisors, LLC	11,27711,277	$52,213	—	TRIM -9%
99	Shulman DeMeo Asset Management LLC	10,80710,807	$50,036	—	TRIM -5%
100	E&G Advisors, LP	10,80010,800	$50,004	—	—

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

LPL Financial LLC

1.6M

1.8M

1.9M

2.5M

$11M

Orion Porfolio Solutions, LLC

200K

350K

431K

472K

1.2M

1.3M

$6M

OSAIC HOLDINGS, INC.

480K

374K

444K

1.3M

1.7M

1.3M

$6M

UBS Group AG

181K

174K

1.0M

1.2M

1.3M

$6M

Invesco Ltd.

1.2M

1.3M

1.2M

$6M

BANK OF AMERICA CORP /DE/

1.3M

928K

960K

1.0M

1.2M

$6M

COHEN & STEERS, INC.

1.1M

1.2M

$5M

GUGGENHEIM CAPITAL LLC

816K

1.3M

1.4M

1.3M

1.1M

$5M

Cetera Investment Advisers

484K

496K

506K

649K

881K

941K

$4M

ENVESTNET ASSET MANAGEMENT INC

779K

878K

888K

892K

888K

927K

$4M

MORGAN STANLEY

776K

756K

792K

824K

840K

851K

$4M

GraniteShares Advisors LLC

—

563K

505K

$2M

RIVERNORTH CAPITAL MANAGEMENT, LLC

4.9M

3.5M

2.4M

590K

448K

$2M

Cambridge Investment Research Advisors, Inc.

458K

430K

454K

430K

383K

376K

$2M

PARK AVENUE SECURITIES LLC

298K

—

375K

363K

336K

353K

$2M

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.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	130	21,554,723	—	$99M
2025-Q4	127	21,315,593	—	$104M
2025-Q3	125	20,973,401	—	$105M
2025-Q2	123	21,231,734	—	$102M
2025-Q1	117	20,178,097	—	$99M
2024-Q4	122	20,736,146

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 PHK · 2026-Q1 methodology → sources →

130 holders

% of shares outstanding held

—

Shares held (13F)

21,554,723

Reporting holders

130

Top holders

largest 100 of 130 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	2,465,6792.5M	$11M	—	ADD 27%
2	Orion Porfolio Solutions, LLC	1,322,3081.3M	$6M	—	ADD 14%
3	OSAIC HOLDINGS, INC.	1,286,8791.3M	$6M	—	TRIM -23%
4	UBS Group AG	1,265,9431.3M	$6M	—	—
5	Invesco Ltd.	1,248,6191.2M	$6M	—	ADD 3%
6	BANK OF AMERICA CORP /DE/	1,247,8141.2M	$6M	—	ADD 4%
7	COHEN & STEERS, INC.	1,187,0441.2M	$5M	—	ADD 3%
8	GUGGENHEIM CAPITAL LLC	1,072,1491.1M	$5M	—	TRIM -18%
9	Cetera Investment Advisers	941,248941,248	$4M	—	ADD 7%
10	ENVESTNET ASSET MANAGEMENT INC	926,775926,775	$4M	—	ADD 4%
11	MORGAN STANLEY	851,211851,211	$4M	—	—
12	GraniteShares Advisors LLC	504,811504,811	$2M	—	TRIM -10%
13	RIVERNORTH CAPITAL MANAGEMENT, LLC	447,813447,813	$2M	—	TRIM -24%
14	Cambridge Investment Research Advisors, Inc.	376,159376,159	$2M	—	—
15	PARK AVENUE SECURITIES LLC	353,156353,156	$2M	—	ADD 5%
16	PRINCIPAL SECURITIES, INC.	349,863349,863	$2M	—	ADD 4%
17	Kestra Advisory Services, LLC	307,536307,536	$1M	—	TRIM -22%
18	COMMONWEALTH EQUITY SERVICES, LLC	286,616286,616	$1M	—	TRIM -5%
19	Marks Group Wealth Management, Inc	261,440261,440	$1M	—	TRIM -7%
20	Elm3 Financial Group, LLC	259,069259,069	$1M	—	ADD 24%
21	Shaker Financial Services, LLC	238,025238,025	$1M	—	NEW
22	RAYMOND JAMES FINANCIAL INC	206,498206,498	$956,086	—	ADD 5%
23	Whipplewood Advisors, LLC	205,862205,862	$953,141	—	—
24	WELLS FARGO & COMPANY/MN	185,772185,772	$860,126	—	ADD 31%
25	Apollon Wealth Management, LLC	173,291173,291	$802,336	—	TRIM -4%
26	Baird Financial Group, Inc.	172,509172,509	$798,717	—	—
27	JANE STREET GROUP, LLC	142,267142,267	$658,697	—	TRIM -16%
28	ROYAL BANK OF CANADA	138,610138,610	$642,000	—	TRIM -7%
29	Rathbones Group PLC	131,400131,400	$608,382	—	—
30	Creekside Partners	131,085131,085	$606,924	—	ADD 44%
31	Future Financial Wealth Managment LLC	127,753127,753	$597,884	—	—
32	Sanctuary Advisors, LLC	127,114127,114	$588,538	—	ADD 14%
33	BENJAMIN EDWARDS INC	124,963124,963	$578,593	—	TRIM -4%
34	Legend Capital Advisors LLC	113,678113,678	$526,329	—	NEW
35	Western Wealth Management, LLC	108,255108,255	$501,221	—	NEW
36	Thrivent Financial for Lutherans	103,000103,000	$477,000	—	—
37	Rayburn West Financial Services LLC	99,10099,100	$458,833	—	ADD 25%
38	Noble Wealth Management PBC	87,44987,449	$404,888	—	TRIM -22%
39	INTEGRATED CAPITAL MANAGEMENT, INC.	84,34284,342	$390,503	—	—
40	Kingsview Wealth Management, LLC	84,21884,218	$389,928	—	ADD 3%
41	Indivisible Partners	82,96782,967	$384,139	—	ADD 35%
42	PFG Investments, LLC	78,85178,851	$365,079	—	TRIM -14%
43	MML INVESTORS SERVICES, LLC	64,42464,424	$298,281	—	TRIM -22%
44	Capital Investment Advisory Services, LLC	63,90063,900	$295,857	—	ADD 11%
45	LAUREL OAK WEALTH MANAGEMENT, LLC	55,43655,436	$256,667	—	ADD 33%
46	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	51,59351,593	$238,877	—	TRIM -16%
47	MGO ONE SEVEN LLC	51,36051,360	$237,798	—	ADD 24%
48	New England Private Wealth Advisors LLC	44,34744,347	$205,327	—	NEW
49	Virtu Financial LLC	42,38442,384	$196,000	—	NEW
50	STIFEL FINANCIAL CORP	41,45241,452	$191,922	—	ADD 4%
51	INDEPENDENT FINANCIAL GROUP, LLC	37,44237,442	$173,356	—	TRIM -7%
52	Pinnacle Financial Partners, Inc.	35,39535,395	$163,879	—	—
53	RITHOLTZ WEALTH MANAGEMENT	34,50034,500	$159,735	—	NEW
54	CWM, LLC	34,16234,162	$158,170	—	NEW
55	BlackRock, Inc.	33,76233,762	$156,320	—	—
56	Allworth Financial LP	33,73633,736	$156,197	—	—
57	NOMURA HOLDINGS INC	30,30030,300	$140,289	—	NEW
58	IAMS WEALTH MANAGEMENT, LLC	30,00030,000	$138,900	—	—
59	AE Wealth Management LLC	29,97029,970	$138,761	—	NEW
60	Independent Advisor Alliance	28,36828,368	$131,343	—	NEW
61	International Private Wealth Advisors LLC	28,25528,255	$130,821	—	ADD 3%
62	HighTower Advisors, LLC	25,53825,538	$118,241	—	ADD 73%
63	Arkadios Wealth Advisors	25,25925,259	$116,950	—	NEW
64	Wealthcare Advisory Partners LLC	25,00025,000	$115,750	—	—
65	HRT FINANCIAL LP	24,96524,965	$115,000	—	NEW
66	Moors & Cabot, Inc.	24,50024,500	$113,435	—	—
67	Centric Wealth Management	23,94023,940	$111,800	—	TRIM -15%
68	Brookstone Capital Management	23,88823,888	$110,600	—	—
69	Valley Financial Group, Inc.	23,57923,579	$109,171	—	ADD 40%
70	Atria Investments, Inc	22,94522,945	$106,235	—	ADD 8%
71	Tempus Wealth Planning, LLC	22,73022,730	$105,240	—	—
72	NewEdge Advisors, LLC	104,000104,000	$104,000	—	TRIM -17%
73	180 WEALTH ADVISORS, LLC	21,55021,550	$99,777	—	—
74	CAPTRUST FINANCIAL ADVISORS	21,50721,507	$99,578	—	NEW
75	Stratos Wealth Partners, LTD.	21,24921,249	$98,383	—	—
76	Williams Jones Wealth Management, LLC.	21,24021,240	$98,342	—	—
77	Ceeto Capital Group, LLC	20,00020,000	$94,000	—	—
78	TWO SIGMA SECURITIES, LLC	19,03019,030	$88,109	—	TRIM -62%
79	BOOTHBAY FUND MANAGEMENT, LLC	18,87418,874	$87,387	—	NEW
80	Integrity Advisory Solutions, LLC	17,68417,684	$81,877	—	ADD 5%
81	STEINBERGANNA WEALTH MANAGEMENT	17,45117,451	$80,798	—	TRIM -8%
82	Wagner Wealth Management, LLC	16,30916,309	$75,511	—	—
83	SCOTIA CAPITAL INC.	15,85015,850	$73,385	—	—
84	Spire Wealth Management	14,91814,918	$69,070	—	—
85	INTEGRITY ALLIANCE, LLC.	14,77514,775	$68,410	—	TRIM -42%
86	B. Riley Wealth Advisors, Inc.	15,08215,082	$66,963	—	—
87	Strategic Financial Partners, Ltd.	14,26514,265	$66,047	—	ADD 2%
88	Madison Wealth Partners, Inc	13,95013,950	$64,589	—	—
89	KPP Advisory Services LLC	13,16013,160	$60,931	—	TRIM -13%
90	Glenview Trust Co	13,01013,010	$60,236	—	—
91	Steward Partners Investment Advisory, LLC	12,75512,755	$59,055	—	TRIM -17%
92	Jump Financial, LLC	12,40012,400	$57,412	—	NEW
93	RMR Wealth Builders	11,61211,612	$54,319	—	TRIM -8%
94	CIBC WORLD MARKET INC.	11,73011,730	$54,310	—	—
95	Anfield Capital Management, LLC	11,40711,407	$52,814	—	—
96	KANE INVESTMENT MANAGEMENT, INC.	11,40311,403	$52,796	—	TRIM -74%
97	PRINCIPAL FINANCIAL GROUP INC	11,27811,278	$52,217	—	TRIM -3%
98	Bryn Mawr Trust Advisors, LLC	11,27711,277	$52,213	—	TRIM -9%
99	Shulman DeMeo Asset Management LLC	10,80710,807	$50,036	—	TRIM -5%
100	E&G Advisors, LP	10,80010,800	$50,004	—	—

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

LPL Financial LLC

1.6M

1.8M

1.9M

2.5M

$11M

Orion Porfolio Solutions, LLC

200K

350K

431K

472K

1.2M

1.3M

$6M

OSAIC HOLDINGS, INC.

480K

374K

444K

1.3M

1.7M

1.3M

$6M

UBS Group AG

181K

174K

1.0M

1.2M

1.3M

$6M

Invesco Ltd.

1.2M

1.3M

1.2M

$6M

BANK OF AMERICA CORP /DE/

1.3M

928K

960K

1.0M

1.2M

$6M

COHEN & STEERS, INC.

1.1M

1.2M

$5M

GUGGENHEIM CAPITAL LLC

816K

1.3M

1.4M

1.3M

1.1M

$5M

Cetera Investment Advisers

484K

496K

506K

649K

881K

941K

$4M

ENVESTNET ASSET MANAGEMENT INC

779K

878K

888K

892K

888K

927K

$4M

MORGAN STANLEY

776K

756K

792K

824K

840K

851K

$4M

GraniteShares Advisors LLC

—

563K

505K

$2M

RIVERNORTH CAPITAL MANAGEMENT, LLC

4.9M

3.5M

2.4M

590K

448K

$2M

Cambridge Investment Research Advisors, Inc.

458K

430K

454K

430K

383K

376K

$2M

PARK AVENUE SECURITIES LLC

298K

—

375K

363K

336K

353K

$2M

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.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	130	21,554,723	—	$99M
2025-Q4	127	21,315,593	—	$104M
2025-Q3	125	20,973,401	—	$105M
2025-Q2	123	21,231,734	—	$102M
2025-Q1	117	20,178,097	—	$99M
2024-Q4	122	20,736,146

Short interest has its own tab now — open SI →

PHK☆

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

Top holders

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

Institutional footprint by quarter

PHK