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, Q3 2025
Institutional positions in Franklin Premier Income Trust as of Sep 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
- 94
- +7 vs. Q2 2025
- Shares held
- 39.3M
- +53.4K (+0.1%) vs. Q2 2025
- Total value
- $145.0M
- +$985.4K (+0.7%) vs. Q2 2025
- New holders
- 13
- 27 more added
- Sold out
- 6
- 22 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 27,300,785 | $100.7M | 2.04% | +1,581,087+6.1% | Added |
| 1607 Capital Partners, LLC | 2,053,544 | $7.58M | 0.57% | −97,153−4.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,776,067 | $6.55M | 0.01% | −1,709,860−49.1% | Reduced |
| Morgan Stanley | 1,533,967 | $5.66M | 0.00% | −138,964−8.3% | Reduced |
| Invesco Ltd. | 1,179,068 | $4.35M | 0.00% | +229,753+24.2% | Added |
| Janney Montgomery Scott LLC | 706,666 | $2.61M | 0.01% | +29,319+4.3% | Added |
| Raymond James Financial Inc | 475,583 | $1.75M | 0.00% | −9,935−2.0% | Reduced |
| Quad-Cities Investment Group, LLC | 286,067 | $1.06M | 0.45% | −2,561−0.9% | Reduced |
| Riverbridge Partners LLC | 236,536 | $872.8K | 0.01% | +3,242+1.4% | Added |
| Advisor Group Holdings, Inc. | 225,960 | $833.5K | 0.00% | −24,082−9.6% | Reduced |
| Bank of America Corp | 197,711 | $729.6K | 0.00% | +2,712+1.4% | Added |
| Royal Bank of Canada | 190,307 | $702.0K | 0.00% | −1,854−1.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 170,449 | $629.0K | 0.00% | +14,400+9.2% | Added |
| Pin Oak Investment Advisors Inc | 160,370 | $591.8K | 0.42% | +57,050+55.2% | Added |
| Jones Financial Companies LLLP | 159,494 | $585.3K | 0.00% | +36,087+29.2% | Added |
| Baird Financial Group, Inc. | 136,148 | $502.4K | 0.00% | +69,801+105.2% | Added |
| Intellus Advisors LLC | 132,779 | $490.0K | 0.07% | +25,949+24.3% | Added |
| UBS Group AG | 129,900 | $479.3K | 0.00% | +27,991+27.5% | Added |
| Shufro Rose & Co LLC | 125,700 | $453.8K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 116,866 | $431.2K | 0.00% | −2,111−1.8% | Reduced |
| MML Investors Services, LLC | 105,164 | $388.1K | 0.00% | +5,719+5.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 91,226 | $337.0K | 0.00% | −127−0.1% | Reduced |
| LPL Financial LLC | 90,123 | $332.6K | 0.00% | −5,737−6.0% | Reduced |
| Apollon Wealth Management, LLC | 89,974 | $332.0K | 0.01% | −2,172−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 85,334 | $315.0K | 0.00% | −35,220−29.2% | Reduced |
| Creative Planning | 78,568 | $289.9K | 0.00% | +10.0% | Added |
| Captrust Financial Advisors | 74,528 | $275.0K | 0.00% | −52,114−41.2% | Reduced |
| Mezzasalma Advisors, LLC | 71,732 | $264.7K | 0.07% | −1,893−2.6% | Reduced |
| Valley Brook Capital Group | 71,485 | $263.8K | 0.18% | −12,882−15.3% | Reduced |
| Oder Investment Management, LLC | 70,089 | $258.6K | 0.19% | +676+1.0% | Added |
| GWM Advisors LLC | 68,400 | $252.4K | 0.00% | −7,000−9.3% | Reduced |
| International Assets Investment Management, LLC | 53,079 | $195.3K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 52,294 | $193.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 51,789 | $191.1K | 0.00% | −362−0.7% | Reduced |
| Allworth Financial LP | 51,176 | $188.8K | 0.00% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 50,000 | $184.5K | 0.11% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 48,089 | $177.4K | 0.01% | +10.0% | Added |
| Wells Fargo & Company | 47,274 | $174.4K | 0.00% | +909+2.0% | Added |
| Stifel Financial Corp | 44,762 | $165.2K | 0.00% | +284+0.6% | Added |
| Cetera Investment Advisers | 43,733 | $161.4K | 0.00% | +9,739+28.6% | Added |
| Capital Investment Advisors, LLC | 41,186 | $152.0K | 0.00% | −328−0.8% | Reduced |
| Commonwealth Financial Services, LLC | 40,190 | $148.3K | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 35,000 | $129.2K | 0.02% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 34,366 | $126.8K | 0.04% | +34,366 | New |
| Dynamic Advisor Solutions LLC | 30,890 | $114.0K | 0.00% | −192−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,576 | $112.8K | 0.00% | +24,076+370.4% | Added |
| Susquehanna International Group, LLP | 30,307 | $111.8K | 0.00% | +30,307 | New |
| Gridiron Partners, LLC | 28,985 | $107.0K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 27,977 | $103.2K | 0.01% | +27,977 | New |
| Ethos Financial Group, LLC | 26,526 | $97.9K | 0.01% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 25,701 | $94.8K | 0.06% | +526+2.1% | Added |
| Register Financial Advisors LLC | 25,281 | $93.3K | 0.04% | +529+2.1% | Added |
| Resources Investment Advisors, LLC. | 24,810 | $91.5K | 0.00% | +355+1.5% | Added |
| Lazari Capital Management, Inc. | 22,436 | $82.8K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19,980 | $73.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 18,442 | $68.1K | 0.00% | +1,278+7.4% | Added |
| Fortitude Advisory Group L.L.C. | 17,886 | $66.0K | 0.04% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 15,490 | $57.2K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 15,326 | $57.0K | 0.00% | +15,326 | New |
| First National Trust Co | 13,000 | $48.0K | 0.00% | +13,000 | New |
| Northwestern Mutual Wealth Management Co | 12,477 | $46.0K | 0.00% | +157+1.3% | Added |
| Mach-1 Financial Group, Inc. | 12,003 | $44.3K | 0.01% | +12,003 | New |
| Integrity Advisory Solutions, LLC | 12,003 | $44.3K | 0.01% | +12,003 | New |
| Jane Street Group, LLC | 11,706 | $43.2K | 0.00% | −34,314−74.6% | Reduced |
| South Plains Financial, Inc. | 8,750 | $32.3K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,087 | $29.8K | 0.00% | −2,876−26.2% | Reduced |
| Bryn Mawr Trust Co | 6,600 | $24.4K | 0.00% | +6,600 | New |
| Global Retirement Partners, LLC | 5,072 | $18.7K | 0.00% | +4,087+414.9% | Added |
| Medallion Wealth Advisors, LLC | 5,000 | $18.4K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,000 | $18.4K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5,000 | $18.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $16.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,375 | $16.1K | 0.01% | +4,375 | New |
| North Capital, Inc. | 4,301 | $15.9K | 0.01% | +4,301 | New |
| US Bancorp | 3,500 | $12.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,200 | $11.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $11.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,777 | $10.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,625 | $9.69K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,529 | $9.33K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,279 | $4.72K | 0.00% | −147−10.3% | Reduced |
| NBC Securities, Inc. | 1,000 | $3.69K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.61K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $2.04K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 550 | $2.03K | 0.00% | +550 | New |
| Comerica Bank | 317 | $1.17K | 0.00% | +147+86.5% | Added |
| Costello Asset Management, INC | 308 | $1.14K | 0.00% | +6+2.0% | Added |
| Motco | 208 | $768 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 200 | $738 | 0.00% | +200 | New |
| St Germain D J Co Inc | 150 | $554 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 37 | $137 | 0.00% | +37 | New |
| Strategic Wealth Partners, Ltd. | 0 | $1 | 0.00% | 0 | Unchanged |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −57,685−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −18,389−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −10,282−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,393−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |