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 2025
Institutional positions in Franklin Master Intermediate Income Trust as of Jun 30, 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. Q1 2025
- Shares held
- 27.5M
- +354.6K (+1.3%) vs. Q1 2025
- Total value
- $92.0M
- +$2.00M (+2.2%) vs. Q1 2025
- New holders
- 9
- 14 more added
- Sold out
- 7
- 15 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 23,638,204 | $79.2M | 1.69% | +562,919+2.4% | Added |
| 1607 Capital Partners, LLC | 1,022,467 | $3.43M | 0.28% | −6,600−0.6% | Reduced |
| Consolidated Portfolio Review Corp | 363,197 | $1.22M | 0.17% | +33,878+10.3% | Added |
| Allspring Global Investments Holdings, LLC | 332,510 | $1.11M | 0.00% | −359,836−52.0% | Reduced |
| Morgan Stanley | 189,389 | $634.5K | 0.00% | −3,055−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 169,225 | $566.9K | 0.00% | +169,225 | New |
| Gill Capital Partners, LLC | 165,935 | $555.9K | 0.18% | −1,947−1.2% | Reduced |
| Penbrook Management LLC | 147,613 | $494.5K | 0.37% | −550−0.4% | Reduced |
| Janney Montgomery Scott LLC | 135,169 | $453.0K | 0.00% | +347+0.3% | Added |
| LPL Financial LLC | 91,390 | $306.2K | 0.00% | +40,963+81.2% | Added |
| GWM Advisors LLC | 82,452 | $276.2K | 0.00% | −1,712−2.0% | Reduced |
| Melfa Wealth Management, LLC | 80,925 | $271.1K | 0.17% | −688−0.8% | Reduced |
| Royal Bank of Canada | 70,874 | $238.0K | 0.00% | −46−0.1% | Reduced |
| Allworth Financial LP | 66,272 | $222.0K | 0.00% | +66,272 | New |
| Commonwealth Equity Services, LLC | 62,844 | $211.0K | 0.00% | +239+0.4% | Added |
| Shaker Financial Services, LLC | 60,890 | $204.0K | 0.07% | −59,599−49.5% | Reduced |
| Mezzasalma Advisors, LLC | 59,520 | $199.4K | 0.06% | +1,163+2.0% | Added |
| Envestnet Asset Management Inc | 57,548 | $192.8K | 0.00% | −24,139−29.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 52,819 | $176.9K | 0.10% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 51,000 | $170.8K | 0.05% | +24,000+88.9% | Added |
| Ethos Financial Group, LLC | 49,816 | $166.9K | 0.01% | −1,091−2.1% | Reduced |
| Stifel Financial Corp | 43,280 | $145.0K | 0.00% | −340−0.8% | Reduced |
| TCG Advisory Services, LLC | 41,449 | $138.9K | 0.00% | +51+0.1% | Added |
| Summit Financial, LLC | 33,120 | $111.0K | 0.00% | +33,120 | New |
| Weaver Consulting Group | 32,500 | $108.9K | 0.03% | +32,500 | New |
| UBS Group AG | 25,369 | $85.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 21,793 | $73.0K | 0.00% | +426+2.0% | Added |
| Advisor Group Holdings, Inc. | 21,660 | $72.6K | 0.00% | −1,000−4.4% | Reduced |
| Bard Financial Services, Inc. | 21,540 | $72.2K | 0.01% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 20,245 | $67.8K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,181 | $67.6K | 0.00% | +1,124+5.9% | Added |
| Avantax Planning Partners, Inc. | 16,969 | $56.8K | 0.00% | +16,969 | New |
| WMG Financial Advisors, LLC | 16,700 | $55.9K | 0.02% | −3,000−15.2% | Reduced |
| Avantax Advisory Services, Inc. | 16,674 | $55.9K | 0.00% | +326+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,428 | $55.0K | 0.00% | −21,046−56.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $47.9K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,000 | $46.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,815 | $42.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 11,988 | $40.0K | 0.00% | +11,988 | New |
| Shufro Rose & Co LLC | 11,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,620 | $35.6K | 0.00% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 10,507 | $35.2K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10,500 | $35.2K | 0.01% | +10,500 | New |
| Chicago Partners Investment Group LLC | 10,531 | $34.8K | 0.00% | +137+1.3% | Added |
| WealthShield Partners, LLC | 10,000 | $33.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $31.8K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 9,200 | $30.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 7,324 | $24.5K | 0.00% | +7,324 | New |
| Wells Fargo & Company | 5,340 | $17.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,885 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,542 | $11.9K | 0.00% | +566+19.0% | Added |
| Hollencrest Capital Management | 3,067 | $10.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,796 | $6.02K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 824 | $2.76K | 0.00% | +16+2.0% | Added |
| Global Retirement Partners, LLC | 649 | $2.17K | 0.00% | +649 | New |
| Steward Partners Investment Advisory, LLC | 400 | $1.34K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $1.14K | 0.00% | 00.0% | Unchanged |
| PVG Asset Management Corp | 0 | $0 | 0.00% | −47,072−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −40,428−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −26,200−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −20,860−100.0% | Sold out |
| Integrated Capital Management, LLC | 0 | $0 | 0.00% | −19,690−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Transform Wealth, LLC | – | – | – | – | Not filed |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |