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