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, Q4 2025
Institutional positions in Franklin Master Intermediate Income Trust as of Dec 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
- 60
- +2 vs. Q3 2025
- Shares held
- 26.7M
- −238.2K (−0.9%) vs. Q3 2025
- Total value
- $89.3M
- −$3.49M (−3.8%) vs. Q3 2025
- New holders
- 9
- 14 more added
- Sold out
- 7
- 14 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 22,729,288 | $75.9M | 1.49% | −761,587−3.2% | Reduced |
| Summit Financial, LLC | 592,051 | $1.98M | 0.03% | +398,831+206.4% | Added |
| PVG Asset Management Corp | 482,759 | $1.61M | 3.43% | +444,177+1,151.3% | Added |
| 1607 Capital Partners, LLC | 342,922 | $1.15M | 0.08% | −75,230−18.0% | Reduced |
| Sheets Smith Wealth Management | 241,227 | $805.7K | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 226,015 | $754.9K | 0.00% | +168,548+293.3% | Added |
| Colony Group, LLC | 189,725 | $633.7K | 0.00% | +189,725 | New |
| Morgan Stanley | 172,669 | $576.7K | 0.00% | −42,358−19.7% | Reduced |
| Penbrook Management LLC | 147,063 | $491.2K | 0.34% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 137,896 | $460.6K | 0.14% | +1,718+1.3% | Added |
| Janney Montgomery Scott LLC | 131,773 | $440.0K | 0.00% | −3,291−2.4% | Reduced |
| WealthTrust Axiom LLC | 108,000 | $360.7K | 0.09% | +11,000+11.3% | Added |
| Melfa Wealth Management, LLC | 80,925 | $270.3K | 0.16% | 00.0% | Unchanged |
| GWM Advisors LLC | 79,530 | $265.6K | 0.00% | −2,010−2.5% | Reduced |
| LPL Financial LLC | 70,396 | $235.1K | 0.00% | −735−1.0% | Reduced |
| Royal Bank of Canada | 68,719 | $229.0K | 0.00% | −2,218−3.1% | Reduced |
| Allworth Financial LP | 66,272 | $221.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 62,530 | $208.8K | 0.00% | +247+0.4% | Added |
| Eclectic Associates Inc | 53,581 | $179.0K | 0.03% | +53,581 | New |
| Mezzasalma Advisors, LLC | 53,629 | $178.3K | 0.04% | −2,431−4.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 52,819 | $176.4K | 0.07% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 46,659 | $155.8K | 0.01% | −6,029−11.4% | Reduced |
| Invictus Private Wealth, LLC | 42,000 | $140.3K | 0.01% | −34,870−45.4% | Reduced |
| Weaver Consulting Group | 42,000 | $140.3K | 0.03% | +7,000+20.0% | Added |
| TCG Advisory Services, LLC | 41,252 | $137.8K | 0.00% | +101+0.2% | Added |
| Cetera Investment Advisers | 39,847 | $133.1K | 0.00% | +2,544+6.8% | Added |
| Comerica Bank | 35,092 | $117.2K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 29,500 | $98.5K | 0.00% | +13,500+84.4% | Added |
| Mount Yale Investment Advisors, LLC | 27,700 | $92.5K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 27,700 | $92.5K | 0.00% | +27,700 | New |
| Advisor Group Holdings, Inc. | 26,088 | $87.1K | 0.00% | +3,039+13.2% | Added |
| Ronald Blue Trust, Inc. | 25,260 | $84.4K | 0.00% | +25,260 | New |
| UBS Group AG | 23,184 | $77.4K | 0.00% | −2,400−9.4% | Reduced |
| Integrity Advisory Solutions, LLC | 21,899 | $73.1K | 0.01% | +21,899 | New |
| VisionPoint Advisory Group, LLC | 21,120 | $70.5K | 0.01% | +61+0.3% | Added |
| Stratos Wealth Partners, LTD. | 20,659 | $69.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,008 | $57.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,852 | $56.3K | 0.00% | −70,628−80.7% | Reduced |
| Atria Investments LLC | 16,087 | $53.7K | 0.00% | +16,087 | New |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $47.8K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,000 | $46.8K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 13,615 | $45.5K | 0.00% | +13,615 | New |
| WealthShield Partners, LLC | 13,000 | $43.4K | 0.00% | +3,000+30.0% | Added |
| Shufro Rose & Co LLC | 11,000 | $36.7K | 0.00% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 10,507 | $35.1K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,600 | $34.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $31.7K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 9,220 | $30.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 6,000 | $20.0K | 0.00% | +1,000+20.0% | Added |
| Rothschild Investment LLC | 4,885 | $16.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,617 | $15.4K | 0.00% | −729−13.6% | Reduced |
| Bank of America Corp | 3,215 | $10.7K | 0.00% | −339−9.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,500 | $8.35K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 649 | $2.17K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.34K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $1.13K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 200 | $668 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 130 | $434 | 0.00% | +130 | New |
| Hilton Head Capital Partners, LLC | 2 | $7 | 0.00% | +2 | New |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −367,187−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −189,725−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −32,813−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −22,222−100.0% | Sold out |
| Northstar Financial Companies, Inc. | 0 | $0 | 0.00% | −20,245−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Sheets Smith Investment Management | – | – | – | – | Not filed |
| Bard Financial Services, Inc. | – | – | – | – | Not filed |