PIMCO Strategic Income Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of RCS?
Owner Type	Number of Shares	Ownership Percentage
General Public	10,722,488	23.9%
Institutions	34,057,634	76.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.77% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
27.6%	Charles Schwab Investment Management, Inc.	12,341,402	US$76.8m	0%	0.01%
19.7%	FMR LLC	8,808,250	US$54.8m	0%	no data
10.7%	BNY Mellon Advisors, Inc.	4,778,039	US$29.7m	0%	0.15%
4.42%	Cambridge Investment Research Advisors, Inc.	1,979,232	US$12.3m	142%	0.04%
2.09%	Osaic Wealth, Inc. , Asset Management Arm	938,056	US$5.8m	0%	0.02%
2.05%	LPL Financial Corporation, Asset Management Arm	919,520	US$5.7m	-25.8%	no data
1.54%	Kestra Advisory Services, LLC	690,917	US$4.3m	7.09%	0.02%
0.91%	Commonwealth Equity Services, LLC	408,800	US$2.5m	-0.23%	no data
0.89%	Morgan Stanley, Investment Banking and Brokerage Investments	398,954	US$2.5m	3.1%	no data
0.87%	Benjamin Edwards, Inc, Asset Management Arm	390,586	US$2.4m	1.31%	0.03%
0.47%	UBS Asset Management AG	209,088	US$1.3m	-9.33%	no data
0.45%	Owen LaRue, LLC	202,630	US$1.3m	3.38%	0.65%
0.37%	Milestone Asset Management, LLC	165,583	US$1.0m	23.7%	0.24%
0.37%	Envestnet Asset Management, Inc.	164,758	US$1.0m	0.47%	no data
0.36%	Balboa Wealth Partners, Inc.	162,834	US$1.0m	-2.04%	0.24%
0.33%	Mercer Global Advisors Inc.	150,000	US$933.0k	0%	no data
0.32%	Janney Montgomery Scott LLC, Asset Management Arm	141,651	US$881.1k	15.2%	no data
0.26%	NewEdge Advisors, LLC	114,638	US$713.0k	-19.3%	no data
0.22%	Compound Planning	98,082	US$610.1k	1.47%	0.03%
0.19%	Bravias Capital Group, LLC	83,898	US$521.9k	1.09%	0.42%
0.18%	Baker Avenue Asset Management, LP	79,630	US$495.3k	0%	0.02%
0.16%	Cetera Investment Advisers LLC	71,309	US$443.5k	21.2%	no data
0.15%	Mutual Advisors, LLC	65,258	US$405.9k	32.8%	0.01%
0.14%	Jonathan Roberts Advisory Group, Inc.	62,130	US$386.4k	105%	0.01%
0.13%	Raymond James Financial Inc., Asset Management Arm	57,964	US$360.5k	234%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/13 09:31
End of Day Share Price	2025/05/13 00:00
Earnings	2024/12/31
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

PIMCO Strategic Income Fund, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.