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, Q3 2025
Institutional positions in Franklin Master Intermediate Income Trust as of Sep 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
- 60
- +3 vs. Q2 2025
- Shares held
- 28.1M
- +651.6K (+2.4%) vs. Q2 2025
- Total value
- $96.7M
- +$4.71M (+5.1%) vs. Q2 2025
- New holders
- 11
- 21 more added
- Sold out
- 8
- 11 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 23,490,875 | $80.8M | 1.64% | −147,329−0.6% | Reduced |
| Sheets Smith Investment Management | 1,102,294 | $3.79M | 2.46% | +1,102,294 | New |
| 1607 Capital Partners, LLC | 418,152 | $1.44M | 0.11% | −604,315−59.1% | Reduced |
| Consolidated Portfolio Review Corp | 367,187 | $1.26M | 0.16% | +3,990+1.1% | Added |
| Sheets Smith Wealth Management | 241,227 | $829.8K | 0.09% | +241,227 | New |
| Morgan Stanley | 215,027 | $739.7K | 0.00% | +25,638+13.5% | Added |
| Summit Financial, LLC | 193,220 | $664.7K | 0.01% | +160,100+483.4% | Added |
| Kovitz Investment Group Partners, LLC | 189,725 | $652.7K | 0.00% | +20,500+12.1% | Added |
| Penbrook Management LLC | 147,063 | $505.9K | 0.35% | −550−0.4% | Reduced |
| Gill Capital Partners, LLC | 136,178 | $468.5K | 0.14% | −29,757−17.9% | Reduced |
| Janney Montgomery Scott LLC | 135,064 | $465.0K | 0.00% | −105−0.1% | Reduced |
| WealthTrust Axiom LLC | 97,000 | $333.7K | 0.09% | +46,000+90.2% | Added |
| Stifel Financial Corp | 87,480 | $300.9K | 0.00% | +44,200+102.1% | Added |
| GWM Advisors LLC | 81,540 | $280.5K | 0.00% | −912−1.1% | Reduced |
| Melfa Wealth Management, LLC | 80,925 | $278.4K | 0.16% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 76,870 | $264.4K | 0.02% | +76,870 | New |
| LPL Financial LLC | 71,131 | $244.7K | 0.00% | −20,259−22.2% | Reduced |
| Royal Bank of Canada | 70,937 | $244.0K | 0.00% | +63+0.1% | Added |
| Allworth Financial LP | 66,272 | $228.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 62,283 | $214.0K | 0.00% | −561−0.9% | Reduced |
| Envestnet Asset Management Inc | 57,467 | $197.7K | 0.00% | −81−0.1% | Reduced |
| Mezzasalma Advisors, LLC | 56,060 | $192.8K | 0.05% | −3,460−5.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 52,819 | $181.7K | 0.10% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 52,688 | $181.2K | 0.01% | +2,872+5.8% | Added |
| TCG Advisory Services, LLC | 41,151 | $141.6K | 0.01% | −298−0.7% | Reduced |
| PVG Asset Management Corp | 38,582 | $132.7K | 0.49% | +38,582 | New |
| Cetera Investment Advisers | 37,303 | $128.3K | 0.00% | +24,488+191.1% | Added |
| Comerica Bank | 35,092 | $120.7K | 0.00% | +25,892+281.4% | Added |
| Weaver Consulting Group | 35,000 | $120.4K | 0.03% | +2,500+7.7% | Added |
| Thrivent Financial for Lutherans | 32,813 | $113.0K | 0.00% | +32,813 | New |
| Mount Yale Investment Advisors, LLC | 27,700 | $95.3K | 0.01% | +27,700 | New |
| UBS Group AG | 25,584 | $88.0K | 0.00% | +215+0.8% | Added |
| Advisor Group Holdings, Inc. | 23,049 | $77.3K | 0.00% | +1,389+6.4% | Added |
| Coldstream Capital Management Inc | 22,222 | $76.4K | 0.00% | +429+2.0% | Added |
| Bard Financial Services, Inc. | 21,540 | $74.1K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 21,059 | $72.4K | 0.01% | +10,559+100.6% | Added |
| Stratos Wealth Partners, LTD. | 20,659 | $71.1K | 0.00% | +478+2.4% | Added |
| Northstar Financial Companies, Inc. | 20,245 | $69.6K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,008 | $59.0K | 0.00% | +580+3.5% | Added |
| Baird Financial Group, Inc. | 16,000 | $55.0K | 0.00% | +16,000 | New |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $49.2K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,000 | $48.2K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 10,507 | $36.1K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,600 | $35.5K | 0.00% | +69+0.7% | Added |
| WealthShield Partners, LLC | 10,000 | $34.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $32.5K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 9,220 | $31.7K | 0.01% | +9,220 | New |
| Wells Fargo & Company | 5,346 | $18.4K | 0.00% | +6+0.1% | Added |
| MAI Capital Management | 5,000 | $17.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,885 | $16.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,554 | $12.2K | 0.00% | +12+0.3% | Added |
| Hollencrest Capital Management | 3,067 | $10.6K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,500 | $8.60K | 0.00% | +2,500 | New |
| GPS Wealth Strategies Group, LLC | 840 | $2.89K | 0.00% | +16+1.9% | Added |
| Global Retirement Partners, LLC | 649 | $2.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $2.06K | 0.00% | +600 | New |
| Steward Partners Investment Advisory, LLC | 400 | $1.38K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 200 | $688 | 0.00% | +200 | New |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −332,510−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −60,890−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −16,969−100.0% | Sold out |
| WMG Financial Advisors, LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,988−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −10,620−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −7,324−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |