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PDI

PIMCO Dynamic Income Fund

Company with tickers: PDI

CIK
1510599
CUSIP
72201Y101
Shares Outstanding
461,564,414
13F Activity (30d)
245 filings 233 filers
Holders: 369
Total Value: $1,112,191,536
Total Shares: 65,002,438
Showing 1–100 of 369 holdings by value · page 1 of 4

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 369 13F filers · Δ vs Dec 31, 2025
Top Holder
19.9%
Jun 2023 → Mar 2026 · range 18.6% – 25.1%
+1.2 pts
Top 5
37.8%
Jun 2023 → Mar 2026 · range 37.5% – 41.9%
+0.4 pts
Top 10
49.7%
Jun 2023 → Mar 2026 · range 48.8% – 54.1%
+0.9 pts
HHI
561
Jun 2023 → Mar 2026 · range 513 – 763
Broadly held +47

Quarterly Activity

vs Dec 31, 2025
New
52
Increased
180
Decreased
80
Sold Out
38
Unchanged
57
Holder count: +14
Institutional value: -7.9%
Shares held: -4.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Cerity Partners LLC +767,617 790,071
Mega LPL Financial LLC +414,913 5,288,936
Mid Arkadios Wealth Advisors +363,664 380,364
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO +306,101 398,817
Mid Farther Finance Advisors, LLC +275,100 362,621

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid J.W. COLE ADVISORS, INC. −1,613,515 12,768
Small Logan Stone Capital, LLC −1,210,568 10,034
Large COMMONWEALTH EQUITY SERVICES, LLC −708,892 596,293
Mega WELLS FARGO & COMPANY/MN −621,042 1,593,259
Mega JANE STREET GROUP, LLC −469,578 141,396

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small Avior Wealth Management, LLC 450,684 $7,711,203
Small Destiny Wealth Partners, LLC 370,610 $6,341,137
Micro Sentinel Advisory Group, LLC 342,272 $5,856,273
Micro Wealth Care LLC 225,870 $3,864,635
Micro Navis Wealth Advisors, LLC 112,196 $1,919,673

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC 2,821,448 $49,967,844
Micro SOL Capital Management CO 753,715 $13,348,292
Large Marex Group plc 398,209 $7,052,281
Mid NewEdge Advisors, LLC 335,931 $5,949,338
Small ABSOLUTE INVESTMENT ADVISERS, LLC 218,531 $3,870,184
Filter: New 52 Increased 180 Reduced 80 Sold out 38 Unchanged 57
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $220,779,089 19.85% 12,903,512
Mega LPL Financial LLC $90,493,694 8.14% 5,288,936
Mega BANK OF AMERICA CORP /DE/ Bank $51,983,293 4.67% 3,038,182
Large Cetera Investment Advisers $29,224,975 2.63% 1,708,064
Mega UBS Group AG $28,161,707 2.53% 1,645,921
Mega WELLS FARGO & COMPANY/MN $27,260,661 2.45% 1,593,259
Large OSAIC HOLDINGS, INC. $27,027,845 2.43% 1,579,652
Mega ROYAL BANK OF CANADA Bank $26,305,801 2.37% 1,537,452
Mid PFG Investments, LLC $26,096,770 2.35% 1,525,235
Mega RAYMOND JAMES FINANCIAL INC $24,893,047 2.24% 1,454,883
Large COHEN & STEERS, INC. $24,413,643 2.20% 1,426,864
Small Estate Planners Group, LLC $22,395,450 2.01% 1,308,910
Large TD Waterhouse Canada Inc. $22,291,335 2.00% 1,302,825
Large Cambridge Investment Research Advisors, Inc. $20,174,264 1.81% 1,179,092
Mid Private Advisor Group, LLC $14,990,464 1.35% 876,123
Large Cerity Partners LLC $13,518,114 1.22% 790,071
Mid INDEPENDENT FINANCIAL GROUP, LLC $12,516,717 1.13% 731,544
Micro Mission Hills Financial Advisory, LLC $12,390,959 1.11% 724,194
Large GUGGENHEIM CAPITAL LLC $11,867,752 1.07% 693,615
Mid Cyndeo Wealth Partners, LLC $10,605,154 0.95% 619,822
Large COMMONWEALTH EQUITY SERVICES, LLC $10,202,573 0.92% 596,293
Small Noble Wealth Management PBC $9,887,150 0.89% 577,858
Small Cornerstone Advisory, LLC $9,729,841 0.87% 568,664
Small Bensler, LLC $8,997,687 0.81% 525,873
Large Janney Montgomery Scott LLC $8,279,939 0.74% 483,924
Mid Summit Financial, LLC $7,850,102 0.71% 458,802
Small Avior Wealth Management, LLC $7,711,203 0.69% 450,684
Mega ENVESTNET ASSET MANAGEMENT INC $7,688,464 0.69% 449,355
Mid Wealthcare Advisory Partners LLC $7,492,332 0.67% 437,892
Mega ALLIANCEBERNSTEIN L.P. $6,903,132 0.62% 403,456
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6,823,758 0.61% 398,817
Small VERUS CAPITAL PARTNERS, LLC $6,509,875 0.59% 380,472
Mid Arkadios Wealth Advisors $6,508,027 0.59% 380,364
Small Destiny Wealth Partners, LLC $6,341,137 0.57% 370,610
Small Wagner Wealth Management, LLC $6,336,620 0.57% 370,346
Micro LifeWealth Investments, LLC $6,317,713 0.57% 369,241
Mid Farther Finance Advisors, LLC $6,204,445 0.56% 362,621
Large Kestra Advisory Services, LLC $6,197,755 0.56% 362,230
Micro Sentinel Advisory Group, LLC $5,856,273 0.53% 342,272
Mid AE Wealth Management LLC $5,789,339 0.52% 338,360
Micro ALLIUM FINANCIAL ADVISORS, LLC $5,644,400 0.51% 329,889
Mid Orion Porfolio Solutions, LLC $5,408,419 0.49% 316,097
Mid XTX Topco Ltd $4,929,493 0.44% 288,106
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $4,764,074 0.43% 278,438
Large HighTower Advisors, LLC $4,697,362 0.42% 274,539
Mega PNC FINANCIAL SERVICES GROUP, INC. $4,264,066 0.38% 249,215
Small Capital Investment Advisory Services, LLC $4,257,241 0.38% 248,816
Mid U.S. Capital Wealth Advisors, LLC $3,986,407 0.36% 232,987
Micro Beta Wealth Group, Inc. $3,891,720 0.35% 227,453
Micro Wealth Care LLC $3,864,635 0.35% 225,870
Mega BANK OF MONTREAL /CAN/ Bank $3,842,272 0.35% 224,563
Small Morse Asset Management, Inc $3,437,604 0.31% 200,912
Micro QUARRY HILL ADVISORS, LLC $3,306,541 0.30% 193,252
Small RFG Advisory, LLC $3,281,253 0.30% 191,774
Small Catawba River Capital $3,170,431 0.29% 185,297
Mid Equitable Holdings, Inc. $3,121,976 0.28% 182,465
Micro RETIREMENT PLANNING GROUP, LLC / NY Pension $3,042,414 0.27% 177,815
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,991,170 0.27% 174,820
Mid CARY STREET PARTNERS FINANCIAL LLC $2,893,352 0.26% 169,103
Large Thrivent Financial for Lutherans $2,858,840 0.26% 167,086
Micro Smith Asset Management Co., LLC $2,780,238 0.25% 162,492
Mid World Investment Advisors $2,673,215 0.24% 156,237
Small Thomas J. Herzfeld Advisors, Inc. $2,649,654 0.24% 154,860
Micro Flagship Private Wealth, LLC $2,599,282 0.23% 151,916
Micro Tennessee Valley Asset Management Partners $2,482,541 0.22% 145,093
Large STIFEL FINANCIAL CORP $2,444,899 0.22% 142,893
Mega JANE STREET GROUP, LLC $2,419,284 0.22% 141,396
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $2,411,397 0.22% 140,935
Small ALEXANDER LABRUNERIE & CO., INC. $2,223,273 0.20% 129,940
Micro Elm3 Financial Group, LLC $2,204,401 0.20% 128,837
Micro GILL CAPITAL PARTNERS, LLC $2,174,013 0.20% 127,061
Small Anchor Capital Management Group Inc $2,126,773 0.19% 124,300
Mid Kovack Advisors, Inc. $2,092,724 0.19% 122,310
Small MEANS INVESTMENT CO., INC. $2,040,179 0.18% 119,239
Small AlphaStar Capital Management, LLC $2,008,457 0.18% 117,385
Micro Navis Wealth Advisors, LLC $1,919,673 0.17% 112,196
Small Wealthstar Advisors, LLC $1,864,938 0.17% 108,997
Mid HUB Investment Partners, LLC $1,841,634 0.17% 107,635
Mid Independent Advisor Alliance $1,781,493 0.16% 104,120
Micro MorganRosel Wealth Management, LLC $1,765,050 0.16% 103,159
Mid Focus Financial Network, Inc. $1,759,849 0.16% 102,855
Mid EVERGREEN CAPITAL MANAGEMENT LLC $1,635,869 0.15% 95,609
Large Rockefeller Capital Management L.P. $1,635,168 0.15% 95,568
Micro MRA Advisory Group $1,622,301 0.15% 94,816
Large Mariner, LLC $1,578,465 0.14% 92,254
Mid Williams Jones Wealth Management, LLC. $1,495,157 0.13% 87,385
Large MERCER GLOBAL ADVISORS INC /ADV $1,489,528 0.13% 87,056
Small Marks Group Wealth Management, Inc $1,457,344 0.13% 85,175
Mid Sanctuary Advisors, LLC $1,433,835 0.13% 83,801
Large MML INVESTORS SERVICES, LLC $1,407,331 0.13% 82,252
Mid MAI Capital Management $1,389,263 0.12% 81,196
Mid Western Wealth Management, LLC $1,340,413 0.12% 78,341
Large CAPTRUST FINANCIAL ADVISORS $1,336,598 0.12% 78,118
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,332,834 0.12% 77,898
Small Parisi Gray Wealth Management $1,282,753 0.12% 74,971
Large CIBC WORLD MARKET INC. $1,270,982 0.11% 74,283
Large &PARTNERS $1,252,212 0.11% 73,186
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,252,058 0.11% 73,177
Large IEQ CAPITAL, LLC $1,247,028 0.11% 72,883
Mid OPPENHEIMER & CO INC $1,235,752 0.11% 72,224
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