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 |
|---|---|---|---|---|---|
| Hilton Head Capital Partners, LLC | 2 | $7 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 130 | $434 | 0.00% | +130 | New |
| Financial Consulate, Inc | 200 | $668 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $1.13K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.34K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 649 | $2.17K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,500 | $8.35K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,215 | $10.7K | 0.00% | −339−9.5% | Reduced |
| Wells Fargo & Company | 4,617 | $15.4K | 0.00% | −729−13.6% | Reduced |
| Rothschild Investment LLC | 4,885 | $16.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,000 | $20.0K | 0.00% | +1,000+20.0% | Added |
| Global Wealth Strategies & Associates | 9,220 | $30.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $31.7K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,600 | $34.9K | 0.00% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 10,507 | $35.1K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $36.7K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 13,000 | $43.4K | 0.00% | +3,000+30.0% | Added |
| Landscape Capital Management, L.L.C. | 13,615 | $45.5K | 0.00% | +13,615 | New |
| Koshinski Asset Management, Inc. | 14,000 | $46.8K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $47.8K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 16,087 | $53.7K | 0.00% | +16,087 | New |
| Stifel Financial Corp | 16,852 | $56.3K | 0.00% | −70,628−80.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,008 | $57.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,659 | $69.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 21,120 | $70.5K | 0.01% | +61+0.3% | Added |
| Integrity Advisory Solutions, LLC | 21,899 | $73.1K | 0.01% | +21,899 | New |
| UBS Group AG | 23,184 | $77.4K | 0.00% | −2,400−9.4% | Reduced |
| Ronald Blue Trust, Inc. | 25,260 | $84.4K | 0.00% | +25,260 | New |
| Advisor Group Holdings, Inc. | 26,088 | $87.1K | 0.00% | +3,039+13.2% | 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 |
| Baird Financial Group, Inc. | 29,500 | $98.5K | 0.00% | +13,500+84.4% | Added |
| Comerica Bank | 35,092 | $117.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 39,847 | $133.1K | 0.00% | +2,544+6.8% | Added |
| TCG Advisory Services, LLC | 41,252 | $137.8K | 0.00% | +101+0.2% | Added |
| Weaver Consulting Group | 42,000 | $140.3K | 0.03% | +7,000+20.0% | Added |
| Invictus Private Wealth, LLC | 42,000 | $140.3K | 0.01% | −34,870−45.4% | Reduced |
| Ethos Financial Group, LLC | 46,659 | $155.8K | 0.01% | −6,029−11.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 52,819 | $176.4K | 0.07% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 53,629 | $178.3K | 0.04% | −2,431−4.3% | Reduced |
| Eclectic Associates Inc | 53,581 | $179.0K | 0.03% | +53,581 | New |
| Commonwealth Equity Services, LLC | 62,530 | $208.8K | 0.00% | +247+0.4% | Added |
| Allworth Financial LP | 66,272 | $221.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 68,719 | $229.0K | 0.00% | −2,218−3.1% | Reduced |
| LPL Financial LLC | 70,396 | $235.1K | 0.00% | −735−1.0% | Reduced |
| GWM Advisors LLC | 79,530 | $265.6K | 0.00% | −2,010−2.5% | Reduced |
| Melfa Wealth Management, LLC | 80,925 | $270.3K | 0.16% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 108,000 | $360.7K | 0.09% | +11,000+11.3% | Added |
| Janney Montgomery Scott LLC | 131,773 | $440.0K | 0.00% | −3,291−2.4% | Reduced |
| Gill Capital Partners, LLC | 137,896 | $460.6K | 0.14% | +1,718+1.3% | Added |
| Penbrook Management LLC | 147,063 | $491.2K | 0.34% | 00.0% | Unchanged |
| Morgan Stanley | 172,669 | $576.7K | 0.00% | −42,358−19.7% | Reduced |
| Colony Group, LLC | 189,725 | $633.7K | 0.00% | +189,725 | New |
| Envestnet Asset Management Inc | 226,015 | $754.9K | 0.00% | +168,548+293.3% | Added |
| Sheets Smith Wealth Management | 241,227 | $805.7K | 0.09% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 342,922 | $1.15M | 0.08% | −75,230−18.0% | Reduced |
| PVG Asset Management Corp | 482,759 | $1.61M | 3.43% | +444,177+1,151.3% | Added |
| Summit Financial, LLC | 592,051 | $1.98M | 0.03% | +398,831+206.4% | Added |
| Sit Investment Associates Inc | 22,729,288 | $75.9M | 1.49% | −761,587−3.2% | Reduced |
| 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 |