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, Q2 2026
Institutional positions in Franklin Master Intermediate Income Trust as of Jun 30, 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
- 0 vs. Q1 2026
- Shares held
- 27.8M
- +772.2K (+2.9%) vs. Q1 2026
- Total value
- $89.6M
- +$1.47M (+1.7%) vs. Q1 2026
- New holders
- 13
- 11 more added
- Sold out
- 13
- 19 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Franklin Master Intermediate Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 130 | $420 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 200 | $646 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $1.29K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 502 | $1.62K | 0.00% | +502 | New |
| Highline Wealth Partners LLC | 600 | $1.94K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 649 | $2.10K | 0.00% | +649 | New |
| Concord Wealth Partners | 700 | $2.26K | 0.00% | +700 | New |
| Oakmont Advisory Group, LLC | 1,101 | $3.56K | 0.00% | +1,101 | New |
| Tounjian Advisory Partners, LLC | 1,162 | $3.75K | 0.00% | +1,162 | New |
| Measured Wealth Private Client Group, LLC | 2,500 | $8.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,885 | $15.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,312 | $17.2K | 0.00% | −5−0.1% | Reduced |
| IFG Advisory, LLC | 8,500 | $27.5K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $35.5K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 11,649 | $37.6K | 0.04% | +11,649 | New |
| Northstar Financial Companies, Inc. | 11,811 | $38.1K | 0.03% | −3,134−21.0% | Reduced |
| Jane Street Group, LLC | 13,694 | $44.2K | 0.00% | +13,694 | New |
| Raymond James Financial Inc | 14,073 | $45.5K | 0.00% | +14,073 | New |
| Graves-Light Private Wealth Management, Inc. | 14,300 | $46.2K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 14,500 | $46.8K | 0.00% | +14,500 | New |
| Bank of America Corp | 16,647 | $53.8K | 0.00% | +16,647 | New |
| Vestmark Advisory Solutions, Inc. | 16,700 | $53.9K | 0.00% | −11,000−39.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,700 | $53.9K | 0.00% | −11,000−39.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,008 | $55.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 17,904 | $57.8K | 0.00% | −8,476−32.1% | Reduced |
| Stifel Financial Corp | 20,363 | $65.8K | 0.00% | −963−4.5% | Reduced |
| VisionPoint Advisory Group, LLC | 23,783 | $76.8K | 0.01% | +2,601+12.3% | Added |
| Stratos Wealth Partners, LTD. | 28,159 | $91.0K | 0.00% | +2,850+11.3% | Added |
| Advisor Group Holdings, Inc. | 28,644 | $92.5K | 0.00% | −1,883−6.2% | Reduced |
| Susquehanna International Group, LLP | 30,054 | $97.1K | 0.00% | +5,256+21.2% | Added |
| Weaver Consulting Group | 32,000 | $103.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35,392 | $114.3K | 0.00% | −1,208−3.3% | Reduced |
| TCG Advisory Services, LLC | 39,580 | $127.8K | 0.00% | −268−0.7% | Reduced |
| Ethos Financial Group, LLC | 44,826 | $144.8K | 0.01% | −1,833−3.9% | Reduced |
| HRT Financial LP | 50,630 | $163.0K | 0.00% | +50,630 | New |
| Commonwealth Equity Services, LLC | 52,173 | $168.5K | 0.00% | −11,142−17.6% | Reduced |
| GWM Advisors LLC | 52,620 | $170.0K | 0.00% | −404−0.8% | Reduced |
| Cetera Investment Advisers | 53,070 | $171.4K | 0.00% | +12,369+30.4% | Added |
| Mezzasalma Advisors, LLC | 55,840 | $180.4K | 0.04% | +1,132+2.1% | Added |
| Fortitude Advisory Group L.L.C. | 62,135 | $200.7K | 0.08% | +9,316+17.6% | Added |
| Allworth Financial LP | 66,272 | $214.1K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 66,500 | $214.8K | 0.00% | +4,000+6.4% | Added |
| Eclectic Associates Inc | 67,441 | $217.8K | 0.02% | −4,660−6.5% | Reduced |
| Royal Bank of Canada | 68,749 | $222.0K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 80,925 | $261.4K | 0.14% | 00.0% | Unchanged |
| LPL Financial LLC | 86,454 | $279.2K | 0.00% | +12,810+17.4% | Added |
| Envestnet Asset Management Inc | 128,858 | $416.2K | 0.00% | −126,236−49.5% | Reduced |
| Janney Montgomery Scott LLC | 131,784 | $426.0K | 0.00% | −361−0.3% | Reduced |
| WealthTrust Axiom LLC | 136,500 | $440.9K | 0.10% | +20,500+17.7% | Added |
| Gill Capital Partners, LLC | 141,560 | $457.2K | 0.12% | +1,871+1.3% | Added |
| Penbrook Management LLC | 147,063 | $475.0K | 0.30% | 00.0% | Unchanged |
| Morgan Stanley | 165,353 | $534.1K | 0.00% | −6,245−3.6% | Reduced |
| Colony Group, LLC | 189,725 | $612.8K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 219,756 | $709.8K | 0.22% | +219,756 | New |
| 1607 Capital Partners, LLC | 221,893 | $716.7K | 0.06% | −121,029−35.3% | Reduced |
| Sheets Smith Wealth Management | 224,014 | $723.6K | 0.07% | −14,070−5.9% | Reduced |
| Summit Financial, LLC | 879,729 | $2.84M | 0.03% | +879,729 | New |
| PVG Asset Management Corp | 1,235,001 | $3.99M | 2.31% | +3,110+0.3% | Added |
| Sit Investment Associates Inc | 22,681,925 | $73.3M | 1.39% | −29,335−0.1% | Reduced |
| Invictus Private Wealth, LLC | 0 | $0 | 0.00% | −42,845−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −26,532−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −25,260−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −20,179−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −18,710−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −9,220−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Hilton Head Capital Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |