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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 0 | $1 | 0.00% | 0 | New |
| St Germain D J Co Inc | 150 | $551 | 0.00% | +150 | New |
| Comerica Bank | 170 | $624 | 0.00% | −36−17.5% | Reduced |
| Motco | 208 | $761 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 302 | $1.11K | 0.00% | +6+2.0% | Added |
| CWM, LLC | 525 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $2.03K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.57K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.60K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 985 | $3.62K | 0.00% | +985 | New |
| Ameritas Advisory Services, LLC | 1,393 | $5.11K | 0.00% | +1,393 | New |
| WPG Advisers, LLC | 1,426 | $5.23K | 0.00% | −204−12.5% | Reduced |
| Kimelman & Baird, LLC | 2,529 | $9.28K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,625 | $9.63K | 0.00% | +2,625 | New |
| Creative Financial Designs Inc | 2,777 | $10.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $11.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,200 | $11.7K | 0.00% | −18,855−85.5% | Reduced |
| Geneos Wealth Management Inc. | 3,359 | $12.3K | 0.00% | −30−0.9% | Reduced |
| US Bancorp | 3,500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Medallion Wealth Advisors, LLC | 5,000 | $18.4K | 0.01% | −130−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,500 | $23.9K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 8,750 | $32.1K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,282 | $37.7K | 0.00% | +10,282 | New |
| CIBC Private Wealth Group, LLC | 10,963 | $40.2K | 0.00% | −1,725−13.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,320 | $45.2K | 0.00% | +239+2.0% | Added |
| Sanders Morris Harris LLC | 15,490 | $56.8K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 17,164 | $63.0K | 0.00% | +349+2.1% | Added |
| Fortitude Advisory Group L.L.C. | 17,886 | $65.6K | 0.04% | 00.0% | Unchanged |
| Elequin Capital LP | 18,389 | $67.5K | 0.01% | +18,389 | New |
| IFP Advisors, Inc | 19,980 | $73.3K | 0.00% | +8,130+68.6% | Added |
| Lazari Capital Management, Inc. | 22,436 | $82.3K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 24,455 | $89.8K | 0.00% | +348+1.4% | Added |
| Register Financial Advisors LLC | 24,752 | $90.8K | 0.04% | +521+2.2% | Added |
| Uhlmann Price Securities, LLC | 25,175 | $92.4K | 0.07% | +520+2.1% | Added |
| Ethos Financial Group, LLC | 26,526 | $97.3K | 0.01% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 28,985 | $106.4K | 0.07% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 31,082 | $114.1K | 0.00% | −838−2.6% | Reduced |
| Cetera Investment Advisers | 33,994 | $124.8K | 0.00% | −70.0% | Reduced |
| Gilman Hill Asset Management, LLC | 35,000 | $128.4K | 0.02% | +6,500+22.8% | Added |
| Commonwealth Financial Services, LLC | 40,190 | $147.5K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 41,514 | $152.4K | 0.00% | −2,529−5.7% | Reduced |
| Stifel Financial Corp | 44,478 | $163.2K | 0.00% | +2,775+6.7% | Added |
| Jane Street Group, LLC | 46,020 | $168.9K | 0.00% | +46,020 | New |
| Wells Fargo & Company | 46,365 | $170.2K | 0.00% | +7,568+19.5% | Added |
| Level Four Advisory Services, LLC | 48,088 | $176.5K | 0.01% | −23,533−32.9% | Reduced |
| Papamarkou Wellner Asset Management inc. | 50,000 | $183.5K | 0.12% | −50,000−50.0% | Reduced |
| Allworth Financial LP | 51,176 | $187.8K | 0.00% | +51,176 | New |
| Stratos Wealth Partners, LTD. | 52,151 | $191.4K | 0.00% | −9,943−16.0% | Reduced |
| Clear Creek Financial Management, LLC | 52,294 | $191.9K | 0.02% | +1,100+2.1% | Added |
| International Assets Investment Management, LLC | 53,079 | $194.8K | 0.02% | +21,200+66.5% | Added |
| Catalina Capital Group, LLC | 57,685 | $211.7K | 0.14% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 66,347 | $243.5K | 0.00% | +44,250+200.3% | Added |
| Oder Investment Management, LLC | 69,413 | $254.7K | 0.19% | +663+1.0% | Added |
| Mezzasalma Advisors, LLC | 73,625 | $270.2K | 0.08% | +1,492+2.1% | Added |
| GWM Advisors LLC | 75,400 | $276.7K | 0.00% | −9,000−10.7% | Reduced |
| Creative Planning | 78,567 | $288.3K | 0.00% | 00.0% | Unchanged |
| Valley Brook Capital Group | 84,367 | $309.6K | 0.23% | +1,117+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 91,353 | $335.0K | 0.00% | −144−0.2% | Reduced |
| Apollon Wealth Management, LLC | 92,146 | $338.2K | 0.01% | −2,233−2.4% | Reduced |
| LPL Financial LLC | 95,860 | $351.8K | 0.00% | −527−0.5% | Reduced |
| MML Investors Services, LLC | 99,445 | $365.0K | 0.00% | +5,938+6.4% | Added |
| Pin Oak Investment Advisors Inc | 103,320 | $372.0K | 0.31% | 00.0% | Unchanged |
| UBS Group AG | 101,909 | $374.0K | 0.00% | +36,028+54.7% | Added |
| Intellus Advisors LLC | 106,830 | $392.1K | 0.06% | +3,720+3.6% | Added |
| Integrated Wealth Concepts LLC | 118,977 | $436.6K | 0.00% | +4,327+3.8% | Added |
| Commonwealth Equity Services, LLC | 120,554 | $442.0K | 0.00% | −7,778−6.1% | Reduced |
| Jones Financial Companies LLLP | 123,407 | $452.9K | 0.00% | +105,192+577.5% | Added |
| Shufro Rose & Co LLC | 125,700 | $453.8K | 0.04% | −6,000−4.6% | Reduced |
| Captrust Financial Advisors | 126,642 | $464.8K | 0.00% | +126,642 | New |
| Kovitz Investment Group Partners, LLC | 156,049 | $572.7K | 0.00% | +156,049 | New |
| Royal Bank of Canada | 192,161 | $705.0K | 0.00% | +1,349+0.7% | Added |
| Bank of America Corp | 194,999 | $715.6K | 0.00% | +5,756+3.0% | Added |
| Riverbridge Partners LLC | 233,294 | $856.2K | 0.01% | +5,839+2.6% | Added |
| Advisor Group Holdings, Inc. | 250,042 | $917.5K | 0.00% | +35,615+16.6% | Added |
| Quad-Cities Investment Group, LLC | 288,628 | $1.06M | 0.48% | +708+0.2% | Added |
| Raymond James Financial Inc | 485,518 | $1.78M | 0.00% | −77,177−13.7% | Reduced |
| Janney Montgomery Scott LLC | 677,347 | $2.49M | 0.01% | +19,161+2.9% | Added |
| Invesco Ltd. | 949,315 | $3.48M | 0.00% | −217,286−18.6% | Reduced |
| Morgan Stanley | 1,672,931 | $6.14M | 0.00% | +112,438+7.2% | Added |
| 1607 Capital Partners, LLC | 2,150,697 | $7.89M | 0.64% | −39,953−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,485,927 | $12.8M | 0.02% | −285,495−7.6% | Reduced |
| Sit Investment Associates Inc | 25,719,698 | $94.4M | 2.02% | +2,738,214+11.9% | Added |
| 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 |