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 $89.6M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Franklin Master Intermediate Income Trust as of Mar 31, 2025. 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
- 58
- +2 vs. Q4 2024
- Shares held
- 27.3M
- +45.1K (+0.2%) vs. Q4 2024
- Total value
- $90.8M
- +$1.77M (+2.0%) vs. Q4 2024
- New holders
- 7
- 17 more added
- Sold out
- 5
- 11 more reduced
Compare with Q4 2024: 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 | $89.6M |
| Q1 2026 | 59 | $88.2M |
| Q4 2025 | 60 | $89.3M |
| Q3 2025 | 60 | $96.7M |
| Q2 2025 | 58 | $92.0M |
| Q1 2025 | 58 | $90.8M |
| Q4 2024 | 56 | $89.0M |
| Q3 2024 | 46 | $88.5M |
| Q2 2024 | 48 | $83.7M |
| Q1 2024 | 46 | $83.9M |
| Q4 2023 | 54 | $82.3M |
| 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 | $68.9M |
| Q3 2021 | 41 | $67.4M |
| Q2 2021 | 48 | $69.9M |
| Q1 2021 | 55 | $72.4M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 23,075,285 | $76.6M | 1.80% | +90,977+0.4% | Added |
| 1607 Capital Partners, LLC | 1,029,067 | $3.42M | 0.28% | −36,711−3.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 692,346 | $2.30M | 0.00% | −23,000−3.2% | Reduced |
| Consolidated Portfolio Review Corp | 329,319 | $1.09M | 0.18% | +36,533+12.5% | Added |
| Morgan Stanley | 192,444 | $638.9K | 0.00% | +299+0.2% | Added |
| Transform Wealth, LLC | 169,225 | $561.8K | 0.03% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 167,882 | $557.4K | 0.19% | −6,905−4.0% | Reduced |
| Penbrook Management LLC | 148,163 | $491.9K | 0.37% | −600−0.4% | Reduced |
| Janney Montgomery Scott LLC | 134,822 | $448.0K | 0.00% | +134,822 | New |
| Shaker Financial Services, LLC | 120,489 | $400.0K | 0.16% | −14,948−11.0% | Reduced |
| GWM Advisors LLC | 84,164 | $279.4K | 0.00% | −23,586−21.9% | Reduced |
| Envestnet Asset Management Inc | 81,687 | $271.2K | 0.00% | +9,226+12.7% | Added |
| Melfa Wealth Management, LLC | 81,613 | $271.0K | 0.18% | 00.0% | Unchanged |
| Royal Bank of Canada | 70,920 | $236.0K | 0.00% | −12,656−15.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 66,272 | $220.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 62,605 | $208.0K | 0.00% | +313+0.5% | Added |
| Mezzasalma Advisors, LLC | 58,357 | $193.7K | 0.07% | −777−1.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 52,819 | $172.2K | 0.12% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 50,907 | $169.0K | 0.02% | +50,907 | New |
| LPL Financial LLC | 50,427 | $167.4K | 0.00% | −350−0.7% | Reduced |
| PVG Asset Management Corp | 47,072 | $156.3K | 0.68% | +985+2.1% | Added |
| Stifel Financial Corp | 43,620 | $144.8K | 0.00% | +141+0.3% | Added |
| TCG Advisory Services, LLC | 41,398 | $137.4K | 0.01% | +141+0.3% | Added |
| Susquehanna International Group, LLP | 40,428 | $134.2K | 0.00% | +8,796+27.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,474 | $124.0K | 0.00% | +20,196+116.9% | Added |
| WealthTrust Axiom LLC | 27,000 | $89.6K | 0.03% | +13,411+98.7% | Added |
| Transcend Wealth Collective, LLC | 26,200 | $87.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 25,369 | $84.2K | 0.00% | −15,219−37.5% | Reduced |
| Advisor Group Holdings, Inc. | 22,660 | $75.2K | 0.00% | −35,486−61.0% | Reduced |
| Bard Financial Services, Inc. | 21,540 | $71.5K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 21,367 | $70.9K | 0.00% | +559+2.7% | Added |
| Citadel Advisors LLC | 20,860 | $69.3K | 0.00% | +9,675+86.5% | Added |
| Northstar Financial Companies, Inc. | 20,245 | $67.2K | 0.07% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 19,700 | $65.4K | 0.03% | 00.0% | Unchanged |
| Integrated Capital Management, LLC | 19,690 | $65.0K | 0.04% | +19,690 | New |
| Stratos Wealth Partners, LTD. | 19,057 | $63.3K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,348 | $54.3K | 0.00% | +199+1.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $47.5K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,000 | $46.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,815 | $42.5K | 0.00% | +12,815 | New |
| Perigon Wealth Management, LLC | 11,250 | $37.4K | 0.00% | +11,250 | New |
| Shufro Rose & Co LLC | 11,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,620 | $35.3K | 0.00% | +10,620 | New |
| Gridiron Partners, LLC | 10,507 | $34.9K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,394 | $34.7K | 0.00% | +272+2.7% | Added |
| WealthShield Partners, LLC | 10,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $33.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $31.5K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 9,200 | $30.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,340 | $17.7K | 0.00% | +10.0% | Added |
| MAI Capital Management | 5,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,885 | $16.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,067 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,976 | $9.88K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,796 | $5.96K | 0.00% | +1,796 | New |
| GPS Wealth Strategies Group, LLC | 808 | $2.68K | 0.00% | +21+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $1.33K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $1.13K | 0.00% | 00.0% | Unchanged |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −205,205−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,694−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,076−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |