PIMCO INTERMEDIATE MUNICIPAL MUNI
$52.48
+0.1% 52w: $49.39 – $52.76
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data49.3951.0852.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
433
+22 QoQ
13F value
$2.21B
+10.0% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$1.0M calls / — puts
Institutional value by quarter
Number of holders
Who owns MUNI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.7M | $192.6M | 0.0% | +15.3% |
| MORGAN STANLEY | Bank broker | 3.5M | $184.8M | 0.0% | +18.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.5M | $130.0M | 0.0% | +21.0% |
| LPL Financial LLC | Bank broker | 2.2M | $116.5M | 0.0% | +10.2% |
| JPMORGAN CHASE & CO | Bank broker | 1.1M | $57.6M | 0.0% | -8.6% |
| CWM, LLC | Wealth advisor | 993.5K | $51.8M | 0.1% | +7.7% |
| WCG Wealth Advisors LLC | Wealth advisor | 962.8K | $50.2M | 1.4% | +11.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 909.7K | $47.5M | 0.0% | +106.9% |
| Cetera Investment Advisers | Wealth advisor | 788.4K | $41.1M | 0.0% | +7.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 751.6K | $39.2M | 0.0% | +14.9% |
| UBS Group AG | Bank broker | 707.7K | $36.9M | 0.0% | +21.8% |
| HighTower Advisors, LLC | Diversified mechanical | 625.1K | $32.6M | 0.0% | +8.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 615.7K | $32.1M | 0.1% | -2.5% |
| Stonebridge Financial Group, LLC | Wealth advisor | 607.8K | $31.7M | 2.6% | +4.9% |
| Dynasty Wealth Management, LLC | Wealth advisor | 592.2K | $30.9M | 0.3% | -5.6% |
| Focus Partners Wealth | Wealth advisor | 2.0K | $29.1M | 0.0% | -99.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 511.3K | $26.7M | 0.1% | -3.7% |
| MBL Wealth, LLC | Wealth advisor | 475.8K | $24.8M | 1.9% | +4.4% |
| Capital Analysts, LLC | Wealth advisor | 429.4K | $22.4M | 0.6% | +1.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 427.8K | $22.3M | 0.0% | +6.4% |
| Larson Financial Group LLC | Wealth advisor | 410.2K | $21.4M | 0.7% | +16.4% |
| ROYAL BANK OF CANADA | Bank broker | 354.2K | $18.5M | 0.0% | +0.4% |
| Quotient Wealth Partners, LLC | Wealth advisor | 345.5K | $18.0M | 0.5% | +6.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 337.9K | $17.6M | 0.0% | +7.6% |
| DAVIS R M INC | Other | 334.5K | $17.5M | 0.3% | +0.2% |
| Wealth Alliance Advisory Group, LLC | Wealth advisor | 300.5K | $15.7M | 2.5% | +57.8% |
| PW ADVISORS, LLC \ FL | Wealth advisor | 286.7K | $15.0M | 11.2% | +7.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 281.0K | $14.7M | 0.0% | -26.5% |
| Clearstead Advisors, LLC | Wealth advisor | 273.2K | $14.3M | 0.1% | +16.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 264.8K | $13.8M | 0.0% | +60.5% |
| JANE STREET GROUP, LLC | Market maker | 257.0K | $13.4M | 0.0% | +602.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 255.9K | $13.4M | 0.0% | +4.2% |
| Austin Wealth Management, LLC | Wealth advisor | 243.9K | $12.7M | 2.9% | -19.1% |
| Benchmark Financial Wealth Advisors, LLC | Wealth advisor | 226.5K | $11.8M | 3.3% | +62.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 217.0K | $11.3M | 0.0% | +57.8% |
| XY Planning Network, Inc. | Wealth advisor | 217.0K | $11.3M | 1.8% | +15.9% |
| Avantax Planning Partners, Inc. | Wealth advisor | 215.9K | $11.3M | 0.3% | -5.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 209.6K | $10.9M | 0.0% | +1.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 201.3K | $10.5M | 0.1% | +8.7% |
| Crestmont Private Wealth LLC | Wealth advisor | 200.4K | $10.5M | 3.3% | +3.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 191.6K | $10.0M | 0.0% | -2.6% |
| BAILARD, INC. | Other | 190.6K | $9.9M | 0.2% | -17.4% |
| Independent Advisor Alliance | Wealth advisor | 189.5K | $9.9M | 0.1% | New |
| Kestra Investment Management, LLC | Wealth advisor | 188.9K | $9.9M | 0.2% | -17.1% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 181.8K | $9.5M | 0.2% | -39.0% |
| Prosperity Consulting Group, LLC | Wealth advisor | 180.7K | $9.4M | 0.4% | +14.9% |
| Morton Brown Family Wealth, LLC | Wealth advisor | 180.6K | $9.4M | 2.5% | +6.2% |
| Dakota Wealth Management | Other | 177.9K | $9.3M | 0.2% | +10.5% |
| Altura Wealth Advisors Inc. | Wealth advisor | 173.0K | $9.0M | 3.9% | -5.5% |
| MAI Capital Management | Wealth advisor | 166.6K | $8.7M | 0.0% | +7.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.