Who owns NFJ
Which tracked institutional funds hold NFJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NFJ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
31 tracked funds added or opened NFJ while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NFJ’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NFJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NFJ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 122 tracked filers holding NFJ, 59 increased or opened the position and 67 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NFJ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- READYSTATE ASSET MANAGEMENT LP$1M
- Navis Wealth Advisors, LLC$1M
- North Ground Capital$1M
- Atlas Wealth LLC$1M
- Global Retirement Partners, LLC$752K
- CSS LLC/IL$729K
Full exits 7
- Penserra Capital Management LLC$7M
- SIT INVESTMENT ASSOCIATES INC$6M
- Thrivent Financial for Lutherans$2M
- Pathstone Holdings, LLC$912K
- Cambridge Investment Research Advisors, Inc.$630K
- WealthShield Partners, LLC$561K
Largest adds
- Saba Capital Management, L.P.$26M
- MORGAN STANLEY$23M
- Allspring Global Investments Holdings, LLC$5M
- BANK OF AMERICA CORP /DE/$5M
- STIFEL FINANCIAL CORP$3M
- Invesco Ltd.$2M
Largest trims
- CAPSTONE INVESTMENT ADVISORS, LLC$3M
- Shaker Financial Services, LLC$2M
- Integrated Wealth Concepts LLC$723K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$348K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 10,387,693 | $158M | 28.7% | 2026-Q2 |
| Saba Capital Management, L.P. added | 10,216,703 | $155M | 28.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,491,798 | $38M | 6.9% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,738,983 | $26M | 4.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,249,735 | $19M | 3.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,146,704 | $17M | 3.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 927,671 | $14M | 2.6% | 2026-Q2 |
| LPL Financial LLC added | 745,664 | $11M | 2.1% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 712,432 | $11M | 2.0% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 528,076 | $8M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 500,096 | $8M | 1.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 464,665 | $7M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 437,670 | $7M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 379,838 | $6M | 1.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 285,864 | $4M | 0.8% | 2026-Q2 |
| UBS Group AG added | 270,326 | $4M | 0.7% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC trimmed | 253,669 | $4M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 192,037 | $3M | 0.5% | 2026-Q2 |
| Creative Planning trimmed | 182,430 | $3M | 0.5% | 2026-Q2 |
| Advisor OS, LLC added | 167,200 | $3M | 0.5% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 163,454 | $2M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 126,508 | $2M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 95,225 | $1M | 0.3% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 92,936 | $1M | 0.3% | 2026-Q2 |
| Navis Wealth Advisors, LLC new | 91,000 | $1M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 89,464 | $1M | 0.2% | 2026-Q2 |
| North Ground Capital new | 89,387 | $1M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 88,328 | $1M | 0.2% | 2026-Q2 |
| CHOREO, LLC trimmed | 71,189 | $1M | 0.2% | 2026-Q2 |
| Atlas Wealth LLC new | 68,822 | $1M | 0.2% | 2026-Q2 |
| Opal Wealth Advisors, LLC trimmed | 68,075 | $1M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 65,682 | $998K | 0.2% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 63,885 | $970K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 59,980 | $911K | 0.2% | 2026-Q2 |
| Fund Advisors of America Inc/FL added | 59,466 | $903K | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 55,456 | $841K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 55,426 | $842K | 0.2% | 2026-Q2 |
| Beckerman Institutional, LLC trimmed | 54,945 | $835K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 50,909 | $773K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 49,500 | $752K | 0.1% | 2026-Q2 |
| CSS LLC/IL new | 48,021 | $729K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 47,496 | $721K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 46,932 | $713K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 46,052 | $698K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 45,782 | $695K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 44,567 | $677K | 0.1% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 44,040 | $669K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 43,064 | $654K | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 43,050 | $654K | 0.1% | 2026-Q2 |
| Pointe Capital Management LLC trimmed | 42,461 | $645K | 0.1% | 2026-Q2 |
| ACCREDITED INVESTOR SERVICES, LLC trimmed | 42,141 | $640K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 40,120 | $609K | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC | 36,035 | $454K | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 35,019 | $532K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 32,270 | $489K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 32,270 | $489K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 29,505 | $448K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC | 28,921 | $439K | 0.1% | 2026-Q2 |
| Venture Visionary Partners LLC | 27,990 | $425K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. added | 27,494 | $418K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 27,454 | $417K | 0.1% | 2026-Q2 |
| Ionic Capital Management LLC trimmed | 26,888 | $408K | 0.1% | 2026-Q2 |
| Core Wealth Advisors, Inc. added | 26,881 | $408K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 23,818 | $362K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 23,288 | $354K | 0.1% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 22,950 | $349K | 0.1% | 2026-Q2 |
| Jupiter Wealth Management LLC | 21,421 | $325K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 20,000 | $304K | 0.1% | 2026-Q2 |
| Yakira Capital Management, Inc. new | 17,471 | $265K | 0.0% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC | 17,425 | $265K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 17,354 | $264K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 17,078 | $259K | 0.0% | 2026-Q2 |
| Permanent Capital Management, LP new | 17,024 | $259K | 0.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 16,738 | $254K | 0.0% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 16,738 | $254K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 16,238 | $247K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 16,100 | $245K | 0.0% | 2026-Q2 |
| Occidental Asset Management, LLC trimmed | 15,664 | $238K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 15,599 | $237K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 15,426 | $234K | 0.0% | 2026-Q2 |
| Procyon Advisors, LLC trimmed | 15,316 | $233K | 0.0% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 15,025 | $228K | 0.0% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 14,643 | $222K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,419 | $219K | 0.0% | 2026-Q2 |
| COMMERCE BANK | 14,028 | $213K | 0.0% | 2026-Q2 |
| Alteri Wealth LLC | 13,893 | $211K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 13,575 | $206K | 0.0% | 2026-Q2 |
| Vanguard Capital Wealth Advisors added | 13,155 | $200K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 12,603 | $191K | 0.0% | 2026-Q2 |
| Berry Wealth Group, LP added | 12,159 | $185K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 11,861 | $180K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 11,800 | $179K | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 10,722 | $163K | 0.0% | 2026-Q2 |
| Camelot Portfolios, LLC trimmed | 10,438 | $159K | 0.0% | 2026-Q2 |
| Berger Financial Group, Inc added | 10,099 | $153K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 10,072 | $153K | 0.0% | 2026-Q2 |
| Clear Street Group Inc. new | 10,000 | $152K | 0.0% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. | 10,000 | $152K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 8,863 | $133K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC trimmed | 7,543 | $115K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.