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 |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 200 | $688 | 0.00% | +200 | New |
| Harbour Investments, Inc. | 339 | $1.17K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $2.06K | 0.00% | +600 | New |
| Global Retirement Partners, LLC | 649 | $2.23K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 840 | $2.89K | 0.00% | +16+1.9% | Added |
| Measured Wealth Private Client Group, LLC | 2,500 | $8.60K | 0.00% | +2,500 | New |
| Hollencrest Capital Management | 3,067 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,554 | $12.2K | 0.00% | +12+0.3% | Added |
| Rothschild Investment LLC | 4,885 | $16.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $17.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,346 | $18.4K | 0.00% | +6+0.1% | Added |
| Global Wealth Strategies & Associates | 9,220 | $31.7K | 0.01% | +9,220 | New |
| Key Financial Inc | 9,500 | $32.5K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 10,000 | $34.4K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,600 | $35.5K | 0.00% | +69+0.7% | Added |
| Gridiron Partners, LLC | 10,507 | $36.1K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,000 | $48.2K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $49.2K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 16,000 | $55.0K | 0.00% | +16,000 | New |
| Cambridge Investment Research Advisors, Inc. | 17,008 | $59.0K | 0.00% | +580+3.5% | Added |
| Northstar Financial Companies, Inc. | 20,245 | $69.6K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,659 | $71.1K | 0.00% | +478+2.4% | Added |
| VisionPoint Advisory Group, LLC | 21,059 | $72.4K | 0.01% | +10,559+100.6% | Added |
| Bard Financial Services, Inc. | 21,540 | $74.1K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 22,222 | $76.4K | 0.00% | +429+2.0% | Added |
| Advisor Group Holdings, Inc. | 23,049 | $77.3K | 0.00% | +1,389+6.4% | Added |
| UBS Group AG | 25,584 | $88.0K | 0.00% | +215+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 27,700 | $95.3K | 0.01% | +27,700 | New |
| Thrivent Financial for Lutherans | 32,813 | $113.0K | 0.00% | +32,813 | New |
| Weaver Consulting Group | 35,000 | $120.4K | 0.03% | +2,500+7.7% | Added |
| Comerica Bank | 35,092 | $120.7K | 0.00% | +25,892+281.4% | Added |
| Cetera Investment Advisers | 37,303 | $128.3K | 0.00% | +24,488+191.1% | Added |
| PVG Asset Management Corp | 38,582 | $132.7K | 0.49% | +38,582 | New |
| TCG Advisory Services, LLC | 41,151 | $141.6K | 0.01% | −298−0.7% | Reduced |
| Ethos Financial Group, LLC | 52,688 | $181.2K | 0.01% | +2,872+5.8% | Added |
| Fortitude Advisory Group L.L.C. | 52,819 | $181.7K | 0.10% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 56,060 | $192.8K | 0.05% | −3,460−5.8% | Reduced |
| Envestnet Asset Management Inc | 57,467 | $197.7K | 0.00% | −81−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 62,283 | $214.0K | 0.00% | −561−0.9% | Reduced |
| Allworth Financial LP | 66,272 | $228.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 70,937 | $244.0K | 0.00% | +63+0.1% | Added |
| LPL Financial LLC | 71,131 | $244.7K | 0.00% | −20,259−22.2% | Reduced |
| Invictus Private Wealth, LLC | 76,870 | $264.4K | 0.02% | +76,870 | New |
| Melfa Wealth Management, LLC | 80,925 | $278.4K | 0.16% | 00.0% | Unchanged |
| GWM Advisors LLC | 81,540 | $280.5K | 0.00% | −912−1.1% | Reduced |
| Stifel Financial Corp | 87,480 | $300.9K | 0.00% | +44,200+102.1% | Added |
| WealthTrust Axiom LLC | 97,000 | $333.7K | 0.09% | +46,000+90.2% | Added |
| Janney Montgomery Scott LLC | 135,064 | $465.0K | 0.00% | −105−0.1% | Reduced |
| Gill Capital Partners, LLC | 136,178 | $468.5K | 0.14% | −29,757−17.9% | Reduced |
| Penbrook Management LLC | 147,063 | $505.9K | 0.35% | −550−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 189,725 | $652.7K | 0.00% | +20,500+12.1% | Added |
| Summit Financial, LLC | 193,220 | $664.7K | 0.01% | +160,100+483.4% | Added |
| Morgan Stanley | 215,027 | $739.7K | 0.00% | +25,638+13.5% | Added |
| Sheets Smith Wealth Management | 241,227 | $829.8K | 0.09% | +241,227 | New |
| Consolidated Portfolio Review Corp | 367,187 | $1.26M | 0.16% | +3,990+1.1% | Added |
| 1607 Capital Partners, LLC | 418,152 | $1.44M | 0.11% | −604,315−59.1% | Reduced |
| Sheets Smith Investment Management | 1,102,294 | $3.79M | 2.46% | +1,102,294 | New |
| Sit Investment Associates Inc | 23,490,875 | $80.8M | 1.64% | −147,329−0.6% | Reduced |
| 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 |