Franklin Premier Income Trust
PPT- Exchange
- NYSE
- SEC CIK
- 0000827773
No open-market purchases or sales by Franklin Premier Income Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $138.9M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Franklin Premier Income Trust as of Jun 30, 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
- 87
- 0 vs. Q1 2025
- Shares held
- 39.2M
- +1.66M (+4.4%) vs. Q1 2025
- Total value
- $144.0M
- +$8.33M (+6.1%) vs. Q1 2025
- New holders
- 11
- 29 more added
- Sold out
- 11
- 23 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PPT 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 | 100 | $138.9M |
| Q1 2026 | 97 | $141.6M |
| Q4 2025 | 108 | $144.2M |
| Q3 2025 | 94 | $145.0M |
| Q2 2025 | 87 | $144.0M |
| Q1 2025 | 90 | $136.4M |
| Q4 2024 | 95 | $131.5M |
| Q3 2024 | 87 | $125.2M |
| Q2 2024 | 85 | $119.1M |
| Q1 2024 | 83 | $116.7M |
| Q4 2023 | 93 | $121.1M |
| Q3 2023 | 88 | $109.1M |
| Q2 2023 | 84 | $113.4M |
| Q1 2023 | 88 | $114.9M |
| Q4 2022 | 98 | $117.6M |
| Q3 2022 | 91 | $110.2M |
| Q2 2022 | 93 | $113.4M |
| Q1 2022 | 95 | $114.8M |
| Q4 2021 | 100 | $118.9M |
| Q3 2021 | 100 | $121.1M |
| Q2 2021 | 105 | $124.9M |
| Q1 2021 | 104 | $130.7M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 25,719,698 | $94.4M | 2.02% | +2,738,214+11.9% | Added |
| Allspring Global Investments Holdings, LLC | 3,485,927 | $12.8M | 0.02% | −285,495−7.6% | Reduced |
| 1607 Capital Partners, LLC | 2,150,697 | $7.89M | 0.64% | −39,953−1.8% | Reduced |
| Morgan Stanley | 1,672,931 | $6.14M | 0.00% | +112,438+7.2% | Added |
| Invesco Ltd. | 949,315 | $3.48M | 0.00% | −217,286−18.6% | Reduced |
| Janney Montgomery Scott LLC | 677,347 | $2.49M | 0.01% | +19,161+2.9% | Added |
| Raymond James Financial Inc | 485,518 | $1.78M | 0.00% | −77,177−13.7% | Reduced |
| Quad-Cities Investment Group, LLC | 288,628 | $1.06M | 0.48% | +708+0.2% | Added |
| Advisor Group Holdings, Inc. | 250,042 | $917.5K | 0.00% | +35,615+16.6% | Added |
| Riverbridge Partners LLC | 233,294 | $856.2K | 0.01% | +5,839+2.6% | Added |
| Bank of America Corp | 194,999 | $715.6K | 0.00% | +5,756+3.0% | Added |
| Royal Bank of Canada | 192,161 | $705.0K | 0.00% | +1,349+0.7% | Added |
| Kovitz Investment Group Partners, LLC | 156,049 | $572.7K | 0.00% | +156,049 | New |
| Captrust Financial Advisors | 126,642 | $464.8K | 0.00% | +126,642 | New |
| Shufro Rose & Co LLC | 125,700 | $453.8K | 0.04% | −6,000−4.6% | Reduced |
| Jones Financial Companies LLLP | 123,407 | $452.9K | 0.00% | +105,192+577.5% | Added |
| Commonwealth Equity Services, LLC | 120,554 | $442.0K | 0.00% | −7,778−6.1% | Reduced |
| Integrated Wealth Concepts LLC | 118,977 | $436.6K | 0.00% | +4,327+3.8% | Added |
| Intellus Advisors LLC | 106,830 | $392.1K | 0.06% | +3,720+3.6% | Added |
| UBS Group AG | 101,909 | $374.0K | 0.00% | +36,028+54.7% | Added |
| Pin Oak Investment Advisors Inc | 103,320 | $372.0K | 0.31% | 00.0% | Unchanged |
| MML Investors Services, LLC | 99,445 | $365.0K | 0.00% | +5,938+6.4% | Added |
| LPL Financial LLC | 95,860 | $351.8K | 0.00% | −527−0.5% | Reduced |
| Apollon Wealth Management, LLC | 92,146 | $338.2K | 0.01% | −2,233−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,353 | $335.0K | 0.00% | −144−0.2% | Reduced |
| Valley Brook Capital Group | 84,367 | $309.6K | 0.23% | +1,117+1.3% | Added |
| Creative Planning | 78,567 | $288.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 75,400 | $276.7K | 0.00% | −9,000−10.7% | Reduced |
| Mezzasalma Advisors, LLC | 73,625 | $270.2K | 0.08% | +1,492+2.1% | Added |
| Oder Investment Management, LLC | 69,413 | $254.7K | 0.19% | +663+1.0% | Added |
| Baird Financial Group, Inc. | 66,347 | $243.5K | 0.00% | +44,250+200.3% | Added |
| Catalina Capital Group, LLC | 57,685 | $211.7K | 0.14% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 53,079 | $194.8K | 0.02% | +21,200+66.5% | Added |
| Clear Creek Financial Management, LLC | 52,294 | $191.9K | 0.02% | +1,100+2.1% | Added |
| Stratos Wealth Partners, LTD. | 52,151 | $191.4K | 0.00% | −9,943−16.0% | Reduced |
| Allworth Financial LP | 51,176 | $187.8K | 0.00% | +51,176 | New |
| Papamarkou Wellner Asset Management inc. | 50,000 | $183.5K | 0.12% | −50,000−50.0% | Reduced |
| Level Four Advisory Services, LLC | 48,088 | $176.5K | 0.01% | −23,533−32.9% | Reduced |
| Wells Fargo & Company | 46,365 | $170.2K | 0.00% | +7,568+19.5% | Added |
| Jane Street Group, LLC | 46,020 | $168.9K | 0.00% | +46,020 | New |
| Stifel Financial Corp | 44,478 | $163.2K | 0.00% | +2,775+6.7% | Added |
| Capital Investment Advisors, LLC | 41,514 | $152.4K | 0.00% | −2,529−5.7% | Reduced |
| Commonwealth Financial Services, LLC | 40,190 | $147.5K | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 35,000 | $128.4K | 0.02% | +6,500+22.8% | Added |
| Cetera Investment Advisers | 33,994 | $124.8K | 0.00% | −70.0% | Reduced |
| Dynamic Advisor Solutions LLC | 31,082 | $114.1K | 0.00% | −838−2.6% | Reduced |
| Gridiron Partners, LLC | 28,985 | $106.4K | 0.07% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 26,526 | $97.3K | 0.01% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 25,175 | $92.4K | 0.07% | +520+2.1% | Added |
| Register Financial Advisors LLC | 24,752 | $90.8K | 0.04% | +521+2.2% | Added |
| Resources Investment Advisors, LLC. | 24,455 | $89.8K | 0.00% | +348+1.4% | Added |
| Lazari Capital Management, Inc. | 22,436 | $82.3K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19,980 | $73.3K | 0.00% | +8,130+68.6% | Added |
| Elequin Capital LP | 18,389 | $67.5K | 0.01% | +18,389 | New |
| Fortitude Advisory Group L.L.C. | 17,886 | $65.6K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 17,164 | $63.0K | 0.00% | +349+2.1% | Added |
| Sanders Morris Harris LLC | 15,490 | $56.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,320 | $45.2K | 0.00% | +239+2.0% | Added |
| CIBC Private Wealth Group, LLC | 10,963 | $40.2K | 0.00% | −1,725−13.6% | Reduced |
| Merit Financial Group, LLC | 10,282 | $37.7K | 0.00% | +10,282 | New |
| South Plains Financial, Inc. | 8,750 | $32.1K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,500 | $23.9K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5,000 | $18.4K | 0.01% | −130−2.5% | Reduced |
| Future Financial Wealth Managment LLC | 5,000 | $18.4K | 0.01% | −127,846−96.2% | Reduced |
| Barrett & Company, Inc. | 5,000 | $18.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,359 | $12.3K | 0.00% | −30−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,200 | $11.7K | 0.00% | −18,855−85.5% | Reduced |
| Salem Investment Counselors Inc | 3,077 | $11.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,777 | $10.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,625 | $9.63K | 0.00% | +2,625 | New |
| Kimelman & Baird, LLC | 2,529 | $9.28K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,426 | $5.23K | 0.00% | −204−12.5% | Reduced |
| Ameritas Advisory Services, LLC | 1,393 | $5.11K | 0.00% | +1,393 | New |
| Global Retirement Partners, LLC | 985 | $3.62K | 0.00% | +985 | New |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.60K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.57K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $2.03K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 525 | $2.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 302 | $1.11K | 0.00% | +6+2.0% | Added |
| Motco | 208 | $761 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 170 | $624 | 0.00% | −36−17.5% | Reduced |
| St Germain D J Co Inc | 150 | $551 | 0.00% | +150 | New |
| Strategic Wealth Partners, Ltd. | 0 | $1 | 0.00% | 0 | New |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −852,316−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −87,501−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −40,607−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −39,487−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −6,241−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Transform Wealth, LLC | – | – | – | – | Not filed |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |