PIMCO CALIFORNIA MUNICIPAL INCOME FUND - Common Shares, $0.00001 par value (PCQ) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares, $0.00001 par value
Symbol
PCQ on NYSE
Shares outstanding
56,199,323
Price per share
$8.73
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
15,872,116
Total reported value
$138,389,312
% of total 13F portfolios
0%
Share change
+11,279,651
Value change
+$98,393,725
Number of holders
88
Price from insider filings
$8.73
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PIMCO CALIFORNIA MUNICIPAL INCOME FUND - Common Shares, $0.00001 par value (PCQ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Saba Capital Management, L.P. 1.9% -63% $9,463,067 1,079,027 0% Saba Capital Management, L.P. 30 Sep 2025

As of 30 Sep 2025, 88 institutional investors reported holding 15,872,116 shares of PIMCO CALIFORNIA MUNICIPAL INCOME FUND - Common Shares, $0.00001 par value (PCQ). This represents 28% of the company’s total 56,199,323 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PIMCO CALIFORNIA MUNICIPAL INCOME FUND - Common Shares, $0.00001 par value (PCQ) together control 25% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RIVERNORTH CAPITAL MANAGEMENT, LLC 4.2% 2,378,296 +192% 1.2% $20,738,742
Karpus Management, Inc. 2.4% 1,371,202 0.38% $11,956,881
Advisors Asset Management, Inc. 2.1% 1,160,051 +172% 0.17% $10,115,645
Saba Capital Management, L.P. 1.9% 1,079,027 0.31% $9,409,115
Hennion & Walsh Asset Management, Inc. 1.9% 1,060,098 +184% 0.33% $9,244,055
GUGGENHEIM CAPITAL LLC 1.8% 999,269 +136% 0.06% $8,713,626
Matisse Capital 1.6% 920,318 +508% 3.6% $8,025,173
TORONTO DOMINION BANK 1.4% 807,237 +1639% 0.01% $7,039,107
MORGAN STANLEY 0.95% 533,439 +55% 0% $4,651,590
Logan Stone Capital, LLC 0.89% 499,208 +251% 2% $4,353,094
Williams & Novak, LLC 0.81% 457,118 +58% 3.1% $3,986,069
Fiera Capital Corp 0.68% 380,939 +92% 0.01% $3,321,788
SIT INVESTMENT ASSOCIATES INC 0.54% 304,237 0.05% $2,653,000
Bank of New York Mellon Corp 0.44% 246,114 +171% 0% $2,146,116
LPL Financial LLC 0.43% 243,811 +134% 0% $2,126,034
Thomas J. Herzfeld Advisors, Inc. 0.39% 218,743 0.65% $1,907,440
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.36% 201,590 0.13% $1,757,865
UBS Group AG 0.33% 183,355 +1092% 0% $1,598,855
MELFA WEALTH MANAGEMENT, INC. 0.32% 177,676 +20% 0.91% $1,549,336
Core Wealth Partners LLC 0.29% 163,683 +372% 0.66% $1,427,318
Verition Fund Management LLC 0.28% 156,194 0.01% $1,362,012
Almitas Capital LLC 0.27% 152,998 -29% 0.31% $1,334,143
WHITEBOX ADVISORS LLC 0.26% 145,476 0.02% $1,268,551
WELLS FARGO & COMPANY/MN 0.25% 142,117 +745% 0% $1,239,256
Rockefeller Capital Management L.P. 0.22% 126,131 +320% 0% $1,099,869

Institutional Holders of PIMCO CALIFORNIA MUNICIPAL INCOME FUND - Common Shares, $0.00001 par value (PCQ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 254,968 $2,228,212 +$343,004 $8.73 5
2025 Q3 15,872,116 $138,389,312 +$98,393,725 $8.72 88
2025 Q2 4,592,465 $39,448,482 +$2,977,730 $8.59 50
2025 Q1 4,241,482 $37,558,324 +$4,370,659 $8.85 48
2024 Q4 3,756,065 $33,991,184 +$1,841,780 $9.04 46
2024 Q3 3,537,959 $35,238,684 -$369,272 $9.96 49
2024 Q2 3,590,980 $33,838,845 -$208,195 $9.42 47
2024 Q1 3,613,320 $33,812,311 -$2,022,444 $9.36 46
2023 Q4 3,580,282 $33,390,949 +$4,001,723 $9.32 50
2023 Q3 2,945,082 $24,565,259 +$3,123,185 $8.34 41
2023 Q2 2,984,888 $29,260,022 +$883,592 $9.80 34
2023 Q1 2,710,202 $27,293,568 +$10,965,429 $10.08 34
2022 Q4 1,739,007 $26,220,970 +$3,560,425 $15.07 33
2022 Q3 1,505,095 $21,081,036 +$4,170,919 $13.85 27
2022 Q2 1,218,565 $18,778,000 -$974,193 $15.41 24
2022 Q1 1,278,949 $20,083,000 +$2,017,003 $15.70 26
2021 Q4 1,146,423 $21,336,000 +$712,683 $18.58 27
2021 Q3 1,054,218 $19,924,000 +$583,979 $18.90 24
2021 Q2 1,049,256 $19,988,000 +$408,030 $19.05 25
2021 Q1 1,027,896 $18,309,000 +$408,651 $17.81 26
2020 Q4 1,003,269 $18,038,000 -$290,487 $17.98 29
2020 Q3 920,564 $16,298,000 +$1,605,739 $17.70 31
2020 Q2 855,766 $13,695,000 -$969,590 $16.00 28
2020 Q1 853,329 $13,333,110 -$4,141,950 $15.62 28
2019 Q4 1,181,200 $23,455,803 -$1,307,467 $19.86 31
2019 Q3 1,199,366 $23,554,383 +$2,453,323 $19.68 31
2019 Q2 1,057,941 $19,753,000 +$3,898,489 $18.67 29
2019 Q1 848,694 $15,228,000 +$1,039,437 $17.94 25
2018 Q4 787,190 $12,713,000 +$1,868,132 $16.15 25
2018 Q3 656,500 $10,439,000 -$1,136,977 $15.93 22
2018 Q2 727,637 $12,330,000 -$2,880,322 $16.96 22
2018 Q1 943,888 $13,912,000 +$4,516,572 $14.72 23
2017 Q4 634,756 $10,932,000 -$1,702,814 $17.28 20
2017 Q3 784,392 $13,455,000 +$104,610 $17.19 21
2017 Q2 781,477 $13,250,000 -$1,351,121 $16.97 21
2017 Q1 862,254 $14,041,000 -$2,077,096 $16.29 21
2016 Q4 993,837 $15,585,000 +$466,516 $15.68 26
2016 Q3 942,189 $15,802,000 -$855,007 $16.78 23
2016 Q2 992,301 $16,861,000 -$3,776,439 $16.93 23
2016 Q1 1,193,255 $19,707,000 -$346,319 $16.48 23
2015 Q4 1,217,172 $19,143,000 +$3,138,947 $15.70 23
2015 Q3 967,354 $14,731,000 -$2,443,228 $15.22 18
2015 Q2 1,139,293 $16,284,851 +$2,329,032 $14.28 21
2015 Q1 975,230 $15,106,889 -$1,401,568 $15.49 19
2014 Q4 1,065,393 $16,670,790 +$265,447 $15.65 20
2014 Q3 1,040,682 $14,903,462 +$841,750 $14.32 18
2014 Q2 981,810 $14,188,000 -$455,739 $14.45 18
2014 Q1 971,335 $13,482,000 -$295,250 $13.88 17