Franklin Master Intermediate Income Trust
PIM- Exchange
- NYSE
- SEC CIK
- 0000830622
No open-market purchases or sales by Franklin Master Intermediate Income Trust insiders were filed in the last 90 days; 59 institutions reported holding it in 13F filings for Q2 2026, worth $89.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Franklin Master Intermediate Income Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 59
- 0 vs. Q1 2026
- Shares held
- 27.8M
- +789.2K (+2.9%) vs. Q1 2026
- Total value
- $89.7M
- +$1.53M (+1.7%) vs. Q1 2026
- New holders
- 13
- 12 more added
- Sold out
- 13
- 19 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PIM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 59 | $89.7M |
| Q1 2026 | 59 | $88.2M |
| Q4 2025 | 60 | $89.3M |
| Q3 2025 | 60 | $96.7M |
| Q2 2025 | 58 | $92.7M |
| Q1 2025 | 58 | $90.8M |
| Q4 2024 | 56 | $89.0M |
| Q3 2024 | 46 | $88.5M |
| Q2 2024 | 48 | $83.7M |
| Q1 2024 | 46 | $85.1M |
| Q4 2023 | 54 | $82.9M |
| Q3 2023 | 53 | $75.2M |
| Q2 2023 | 52 | $75.5M |
| Q1 2023 | 49 | $70.2M |
| Q4 2022 | 49 | $66.3M |
| Q3 2022 | 44 | $66.4M |
| Q2 2022 | 48 | $65.2M |
| Q1 2022 | 44 | $65.3M |
| Q4 2021 | 49 | $69.0M |
| Q3 2021 | 41 | $67.4M |
| Q2 2021 | 48 | $69.9M |
| Q1 2021 | 55 | $72.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 22,681,925 | $73.3M | 1.39% | −29,335−0.1% | Reduced |
| PVG Asset Management Corp | 1,235,001 | $3.99M | 2.31% | +3,110+0.3% | Added |
| Summit Financial, LLC | 879,729 | $2.84M | 0.03% | +879,729 | New |
| Sheets Smith Wealth Management | 224,014 | $723.6K | 0.07% | −14,070−5.9% | Reduced |
| 1607 Capital Partners, LLC | 221,893 | $716.7K | 0.06% | −121,029−35.3% | Reduced |
| Shaker Financial Services, LLC | 219,756 | $709.8K | 0.22% | +219,756 | New |
| Colony Group, LLC | 189,725 | $612.8K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 165,353 | $534.1K | 0.00% | −6,245−3.6% | Reduced |
| Penbrook Management LLC | 147,063 | $475.0K | 0.30% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 141,560 | $457.2K | 0.12% | +1,871+1.3% | Added |
| WealthTrust Axiom LLC | 136,500 | $440.9K | 0.10% | +20,500+17.7% | Added |
| Janney Montgomery Scott LLC | 131,784 | $426.0K | 0.00% | −361−0.3% | Reduced |
| Envestnet Asset Management Inc | 128,858 | $416.2K | 0.00% | −126,236−49.5% | Reduced |
| LPL Financial LLC | 86,454 | $279.2K | 0.00% | +12,810+17.4% | Added |
| Melfa Wealth Management, LLC | 80,925 | $261.4K | 0.14% | 00.0% | Unchanged |
| Royal Bank of Canada | 68,749 | $222.0K | 0.00% | 00.0% | Unchanged |
| Eclectic Associates Inc | 67,441 | $217.8K | 0.02% | −4,660−6.5% | Reduced |
| Baird Financial Group, Inc. | 66,500 | $214.8K | 0.00% | +4,000+6.4% | Added |
| Allworth Financial LP | 66,272 | $214.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 62,135 | $200.7K | 0.08% | +9,316+17.6% | Added |
| Mezzasalma Advisors, LLC | 55,840 | $180.4K | 0.04% | +1,132+2.1% | Added |
| Cetera Investment Advisers | 53,070 | $171.4K | 0.00% | +12,369+30.4% | Added |
| GWM Advisors LLC | 52,620 | $170.0K | 0.00% | −404−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 52,173 | $168.5K | 0.00% | −11,142−17.6% | Reduced |
| HRT Financial LP | 50,630 | $163.0K | 0.00% | +50,630 | New |
| Ethos Financial Group, LLC | 44,826 | $144.8K | 0.01% | −1,833−3.9% | Reduced |
| TCG Advisory Services, LLC | 39,580 | $127.8K | 0.00% | −268−0.7% | Reduced |
| Fifth Third Bancorp | 35,392 | $114.3K | 0.00% | −1,208−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,016 | $110.0K | 0.00% | +17,008+100.0% | Added |
| Weaver Consulting Group | 32,000 | $103.4K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 30,054 | $97.1K | 0.00% | +5,256+21.2% | Added |
| Advisor Group Holdings, Inc. | 28,644 | $92.5K | 0.00% | −1,883−6.2% | Reduced |
| Stratos Wealth Partners, LTD. | 28,159 | $91.0K | 0.00% | +2,850+11.3% | Added |
| VisionPoint Advisory Group, LLC | 23,783 | $76.8K | 0.01% | +2,601+12.3% | Added |
| Stifel Financial Corp | 20,363 | $65.8K | 0.00% | −963−4.5% | Reduced |
| UBS Group AG | 17,904 | $57.8K | 0.00% | −8,476−32.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,700 | $53.9K | 0.00% | −11,000−39.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,700 | $53.9K | 0.00% | −11,000−39.7% | Reduced |
| Bank of America Corp | 16,647 | $53.8K | 0.00% | +16,647 | New |
| Perigon Wealth Management, LLC | 14,500 | $46.8K | 0.00% | +14,500 | New |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $46.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 14,073 | $45.5K | 0.00% | +14,073 | New |
| Jane Street Group, LLC | 13,694 | $44.2K | 0.00% | +13,694 | New |
| Northstar Financial Companies, Inc. | 11,811 | $38.1K | 0.03% | −3,134−21.0% | Reduced |
| Closed-End Fund Advisors, Inc. | 11,649 | $37.6K | 0.04% | +11,649 | New |
| Shufro Rose & Co LLC | 11,000 | $35.5K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,500 | $27.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,312 | $17.2K | 0.00% | −5−0.1% | Reduced |
| Rothschild Investment LLC | 4,885 | $15.8K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,500 | $8.07K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 1,162 | $3.75K | 0.00% | +1,162 | New |
| Oakmont Advisory Group, LLC | 1,101 | $3.56K | 0.00% | +1,101 | New |
| Concord Wealth Partners | 700 | $2.26K | 0.00% | +700 | New |
| Global Retirement Partners, LLC | 649 | $2.10K | 0.00% | +649 | New |
| Highline Wealth Partners LLC | 600 | $1.94K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 502 | $1.62K | 0.00% | +502 | New |
| Steward Partners Investment Advisory, LLC | 400 | $1.29K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 200 | $646 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 130 | $420 | 0.00% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 0 | $0 | 0.00% | −42,845−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −26,532−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −25,260−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −20,179−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −18,710−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −9,220−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Hilton Head Capital Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |