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 |
|---|---|---|---|---|---|
| Hilton Head Capital Partners, LLC | 2 | $7 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 130 | $425 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 200 | $654 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 339 | $1.11K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.31K | 0.00% | 00.0% | Unchanged |
| Motco | 547 | $1.79K | 0.00% | +547 | New |
| Highline Wealth Partners LLC | 600 | $1.96K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,500 | $8.18K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,000 | $9.42K | 0.00% | +3,000 | New |
| Rothschild Investment LLC | 4,885 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,317 | $17.4K | 0.00% | +700+15.2% | Added |
| MAI Capital Management | 6,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,500 | $27.8K | 0.08% | +8,500 | New |
| Global Wealth Strategies & Associates | 9,220 | $30.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 9,500 | $31.1K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 13,000 | $42.5K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $46.8K | 0.00% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 14,945 | $48.9K | 0.04% | +14,945 | New |
| Cambridge Investment Research Advisors, Inc. | 17,008 | $56.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,710 | $61.2K | 0.00% | +18,710 | New |
| Atria Investments LLC | 20,179 | $66.0K | 0.00% | +4,092+25.4% | Added |
| VisionPoint Advisory Group, LLC | 21,182 | $69.3K | 0.01% | +62+0.3% | Added |
| Stifel Financial Corp | 21,326 | $69.7K | 0.00% | +4,474+26.5% | Added |
| Susquehanna International Group, LLP | 24,798 | $81.1K | 0.00% | +24,798 | New |
| Ronald Blue Trust, Inc. | 25,260 | $82.6K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 25,309 | $82.8K | 0.00% | +4,650+22.5% | Added |
| UBS Group AG | 26,380 | $86.3K | 0.00% | +3,196+13.8% | Added |
| Integrity Advisory Solutions, LLC | 26,532 | $86.8K | 0.01% | +4,633+21.2% | 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 |
| Advisor Group Holdings, Inc. | 30,527 | $99.8K | 0.00% | +4,439+17.0% | Added |
| Weaver Consulting Group | 32,000 | $104.6K | 0.02% | −10,000−23.8% | Reduced |
| Fifth Third Bancorp | 36,600 | $119.7K | 0.00% | +36,600 | New |
| TCG Advisory Services, LLC | 39,848 | $130.3K | 0.00% | −1,404−3.4% | Reduced |
| Cetera Investment Advisers | 40,701 | $133.1K | 0.00% | +854+2.1% | Added |
| Invictus Private Wealth, LLC | 42,845 | $140.1K | 0.01% | +845+2.0% | Added |
| Ethos Financial Group, LLC | 46,659 | $155.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 52,819 | $172.7K | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 53,024 | $173.4K | 0.00% | −26,506−33.3% | Reduced |
| Mezzasalma Advisors, LLC | 54,708 | $178.9K | 0.05% | +1,079+2.0% | Added |
| Baird Financial Group, Inc. | 62,500 | $204.4K | 0.00% | +33,000+111.9% | Added |
| Commonwealth Equity Services, LLC | 63,315 | $207.0K | 0.00% | +785+1.3% | Added |
| Allworth Financial LP | 66,272 | $216.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 68,749 | $225.0K | 0.00% | +300.0% | Added |
| Eclectic Associates Inc | 72,101 | $235.8K | 0.03% | +18,520+34.6% | Added |
| LPL Financial LLC | 73,644 | $240.8K | 0.00% | +3,248+4.6% | Added |
| Melfa Wealth Management, LLC | 80,925 | $264.6K | 0.15% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 116,000 | $379.3K | 0.09% | +8,000+7.4% | Added |
| Janney Montgomery Scott LLC | 132,145 | $432.0K | 0.00% | +372+0.3% | Added |
| Gill Capital Partners, LLC | 139,689 | $456.8K | 0.13% | +1,793+1.3% | Added |
| Penbrook Management LLC | 147,063 | $480.9K | 0.36% | 00.0% | Unchanged |
| Morgan Stanley | 171,598 | $561.1K | 0.00% | −1,071−0.6% | Reduced |
| Colony Group, LLC | 189,725 | $620.4K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 238,084 | $778.5K | 0.09% | −3,143−1.3% | Reduced |
| Envestnet Asset Management Inc | 255,094 | $834.2K | 0.00% | +29,079+12.9% | Added |
| 1607 Capital Partners, LLC | 342,922 | $1.12M | 0.08% | 00.0% | Unchanged |
| PVG Asset Management Corp | 1,231,891 | $3.97M | 2.35% | +749,132+155.2% | Added |
| Sit Investment Associates Inc | 22,711,260 | $74.3M | 1.51% | −18,028−0.1% | Reduced |
| 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 |