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, Q1 2026
Institutional positions in Franklin Master Intermediate Income Trust as of Mar 31, 2026. 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
- 59
- +1 vs. Q4 2025
- Shares held
- 27.0M
- +275.9K (+1.0%) vs. Q4 2025
- Total value
- $88.2M
- −$1.02M (−1.1%) vs. Q4 2025
- New holders
- 7
- 21 more added
- Sold out
- 6
- 6 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 22,711,260 | $74.3M | 1.51% | −18,028−0.1% | Reduced |
| PVG Asset Management Corp | 1,231,891 | $3.97M | 2.35% | +749,132+155.2% | Added |
| 1607 Capital Partners, LLC | 342,922 | $1.12M | 0.08% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 255,094 | $834.2K | 0.00% | +29,079+12.9% | Added |
| Sheets Smith Wealth Management | 238,084 | $778.5K | 0.09% | −3,143−1.3% | Reduced |
| Colony Group, LLC | 189,725 | $620.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 171,598 | $561.1K | 0.00% | −1,071−0.6% | Reduced |
| Penbrook Management LLC | 147,063 | $480.9K | 0.36% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 139,689 | $456.8K | 0.13% | +1,793+1.3% | Added |
| Janney Montgomery Scott LLC | 132,145 | $432.0K | 0.00% | +372+0.3% | Added |
| WealthTrust Axiom LLC | 116,000 | $379.3K | 0.09% | +8,000+7.4% | Added |
| Melfa Wealth Management, LLC | 80,925 | $264.6K | 0.15% | 00.0% | Unchanged |
| LPL Financial LLC | 73,644 | $240.8K | 0.00% | +3,248+4.6% | Added |
| Eclectic Associates Inc | 72,101 | $235.8K | 0.03% | +18,520+34.6% | Added |
| Royal Bank of Canada | 68,749 | $225.0K | 0.00% | +300.0% | Added |
| Allworth Financial LP | 66,272 | $216.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 63,315 | $207.0K | 0.00% | +785+1.3% | Added |
| Baird Financial Group, Inc. | 62,500 | $204.4K | 0.00% | +33,000+111.9% | Added |
| Mezzasalma Advisors, LLC | 54,708 | $178.9K | 0.05% | +1,079+2.0% | Added |
| GWM Advisors LLC | 53,024 | $173.4K | 0.00% | −26,506−33.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 52,819 | $172.7K | 0.08% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 46,659 | $155.8K | 0.01% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 42,845 | $140.1K | 0.01% | +845+2.0% | Added |
| Cetera Investment Advisers | 40,701 | $133.1K | 0.00% | +854+2.1% | Added |
| TCG Advisory Services, LLC | 39,848 | $130.3K | 0.00% | −1,404−3.4% | Reduced |
| Fifth Third Bancorp | 36,600 | $119.7K | 0.00% | +36,600 | New |
| Weaver Consulting Group | 32,000 | $104.6K | 0.02% | −10,000−23.8% | Reduced |
| Advisor Group Holdings, Inc. | 30,527 | $99.8K | 0.00% | +4,439+17.0% | Added |
| Vestmark Advisory Solutions, Inc. | 27,700 | $90.6K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 27,700 | $90.6K | 0.00% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 26,532 | $86.8K | 0.01% | +4,633+21.2% | Added |
| UBS Group AG | 26,380 | $86.3K | 0.00% | +3,196+13.8% | Added |
| Stratos Wealth Partners, LTD. | 25,309 | $82.8K | 0.00% | +4,650+22.5% | Added |
| Ronald Blue Trust, Inc. | 25,260 | $82.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,798 | $81.1K | 0.00% | +24,798 | New |
| Stifel Financial Corp | 21,326 | $69.7K | 0.00% | +4,474+26.5% | Added |
| VisionPoint Advisory Group, LLC | 21,182 | $69.3K | 0.01% | +62+0.3% | Added |
| Atria Investments LLC | 20,179 | $66.0K | 0.00% | +4,092+25.4% | Added |
| Citadel Advisors LLC | 18,710 | $61.2K | 0.00% | +18,710 | New |
| Cambridge Investment Research Advisors, Inc. | 17,008 | $56.0K | 0.00% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 14,945 | $48.9K | 0.04% | +14,945 | New |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $46.8K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 13,000 | $42.5K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $31.1K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 9,220 | $30.1K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,500 | $27.8K | 0.08% | +8,500 | New |
| MAI Capital Management | 6,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,317 | $17.4K | 0.00% | +700+15.2% | Added |
| Rothschild Investment LLC | 4,885 | $16.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,000 | $9.42K | 0.00% | +3,000 | New |
| Measured Wealth Private Client Group, LLC | 2,500 | $8.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $1.96K | 0.00% | 00.0% | Unchanged |
| Motco | 547 | $1.79K | 0.00% | +547 | New |
| Steward Partners Investment Advisory, LLC | 400 | $1.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $1.11K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 200 | $654 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 130 | $425 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 2 | $7 | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 0 | $0 | 0.00% | −592,051−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,615−100.0% | Sold out |
| Gridiron Partners, LLC | 0 | $0 | 0.00% | −10,507−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −3,215−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |