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, 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 | $89.6M |
| 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, 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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 339 | $1.14K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.34K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 649 | $2.17K | 0.00% | +649 | New |
| GPS Wealth Strategies Group, LLC | 824 | $2.76K | 0.00% | +16+2.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,796 | $6.02K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,067 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,542 | $11.9K | 0.00% | +566+19.0% | Added |
| Rothschild Investment LLC | 4,885 | $16.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,340 | $17.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 7,324 | $24.5K | 0.00% | +7,324 | New |
| Comerica Bank | 9,200 | $30.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $31.8K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 10,000 | $33.5K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,531 | $34.8K | 0.00% | +137+1.3% | Added |
| VisionPoint Advisory Group, LLC | 10,500 | $35.2K | 0.01% | +10,500 | New |
| Gridiron Partners, LLC | 10,507 | $35.2K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,620 | $35.6K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 11,988 | $40.0K | 0.00% | +11,988 | New |
| Cetera Investment Advisers | 12,815 | $42.9K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,000 | $46.9K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $47.9K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,428 | $55.0K | 0.00% | −21,046−56.2% | Reduced |
| Avantax Advisory Services, Inc. | 16,674 | $55.9K | 0.00% | +326+2.0% | Added |
| WMG Financial Advisors, LLC | 16,700 | $55.9K | 0.02% | −3,000−15.2% | Reduced |
| Avantax Planning Partners, Inc. | 16,969 | $56.8K | 0.00% | +16,969 | New |
| Stratos Wealth Partners, LTD. | 20,181 | $67.6K | 0.00% | +1,124+5.9% | Added |
| Northstar Financial Companies, Inc. | 20,245 | $67.8K | 0.07% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 21,540 | $72.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,660 | $72.6K | 0.00% | −1,000−4.4% | Reduced |
| Coldstream Capital Management Inc | 21,793 | $73.0K | 0.00% | +426+2.0% | Added |
| UBS Group AG | 25,369 | $85.0K | 0.00% | 00.0% | Unchanged |
| Weaver Consulting Group | 32,500 | $108.9K | 0.03% | +32,500 | New |
| Summit Financial, LLC | 33,120 | $111.0K | 0.00% | +33,120 | New |
| TCG Advisory Services, LLC | 41,449 | $138.9K | 0.00% | +51+0.1% | Added |
| Stifel Financial Corp | 43,280 | $145.0K | 0.00% | −340−0.8% | Reduced |
| Ethos Financial Group, LLC | 49,816 | $166.9K | 0.01% | −1,091−2.1% | Reduced |
| WealthTrust Axiom LLC | 51,000 | $170.8K | 0.05% | +24,000+88.9% | Added |
| Fortitude Advisory Group L.L.C. | 52,819 | $176.9K | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 57,548 | $192.8K | 0.00% | −24,139−29.6% | Reduced |
| Mezzasalma Advisors, LLC | 59,520 | $199.4K | 0.06% | +1,163+2.0% | Added |
| Shaker Financial Services, LLC | 60,890 | $204.0K | 0.07% | −59,599−49.5% | Reduced |
| Commonwealth Equity Services, LLC | 62,844 | $211.0K | 0.00% | +239+0.4% | Added |
| Allworth Financial LP | 66,272 | $222.0K | 0.00% | +66,272 | New |
| Royal Bank of Canada | 70,874 | $238.0K | 0.00% | −46−0.1% | Reduced |
| Melfa Wealth Management, LLC | 80,925 | $271.1K | 0.17% | −688−0.8% | Reduced |
| GWM Advisors LLC | 82,452 | $276.2K | 0.00% | −1,712−2.0% | Reduced |
| LPL Financial LLC | 91,390 | $306.2K | 0.00% | +40,963+81.2% | Added |
| Janney Montgomery Scott LLC | 135,169 | $453.0K | 0.00% | +347+0.3% | Added |
| Penbrook Management LLC | 147,613 | $494.5K | 0.37% | −550−0.4% | Reduced |
| Gill Capital Partners, LLC | 165,935 | $555.9K | 0.18% | −1,947−1.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 169,225 | $566.9K | 0.00% | +169,225 | New |
| Morgan Stanley | 189,389 | $634.5K | 0.00% | −3,055−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 332,510 | $1.11M | 0.00% | −359,836−52.0% | Reduced |
| Consolidated Portfolio Review Corp | 363,197 | $1.22M | 0.17% | +33,878+10.3% | Added |
| 1607 Capital Partners, LLC | 1,022,467 | $3.43M | 0.28% | −6,600−0.6% | Reduced |
| Sit Investment Associates Inc | 23,638,204 | $79.2M | 1.69% | +562,919+2.4% | Added |
| 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 |