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, Q4 2025
Institutional positions in Franklin Premier Income Trust as of Dec 31, 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
- 108
- +14 vs. Q3 2025
- Shares held
- 40.7M
- +1.44M (+3.7%) vs. Q3 2025
- Total value
- $144.2M
- −$779.1K (−0.5%) vs. Q3 2025
- New holders
- 23
- 27 more added
- Sold out
- 9
- 26 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 28,292,873 | $100.2M | 1.97% | +992,088+3.6% | Added |
| 1607 Capital Partners, LLC | 1,747,144 | $6.18M | 0.42% | −306,400−14.9% | Reduced |
| Morgan Stanley | 1,407,853 | $4.98M | 0.00% | −126,114−8.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,364,889 | $4.83M | 0.01% | −411,178−23.2% | Reduced |
| Invesco Ltd. | 1,138,200 | $4.03M | 0.00% | −40,868−3.5% | Reduced |
| Janney Montgomery Scott LLC | 706,954 | $2.50M | 0.01% | +2880.0% | Added |
| Riverbridge Partners LLC | 609,426 | $2.16M | 0.04% | +372,890+157.6% | Added |
| Raymond James Financial Inc | 463,276 | $1.64M | 0.00% | −12,307−2.6% | Reduced |
| Quad-Cities Investment Group, LLC | 260,059 | $920.6K | 0.38% | −26,008−9.1% | Reduced |
| Advisors Asset Management, Inc. | 231,681 | $820.2K | 0.01% | +231,681 | New |
| Advisor Group Holdings, Inc. | 209,296 | $740.8K | 0.00% | −16,664−7.4% | Reduced |
| Bank of America Corp | 203,424 | $720.1K | 0.00% | +5,713+2.9% | Added |
| Royal Bank of Canada | 185,488 | $657.0K | 0.00% | −4,819−2.5% | Reduced |
| Colony Group, LLC | 177,263 | $627.5K | 0.00% | +177,263 | New |
| Pin Oak Investment Advisors Inc | 163,870 | $598.0K | 0.42% | +3,500+2.2% | Added |
| Jones Financial Companies LLLP | 168,196 | $595.4K | 0.00% | +8,702+5.5% | Added |
| Baird Financial Group, Inc. | 155,001 | $548.7K | 0.00% | +18,853+13.8% | Added |
| Intellus Advisors LLC | 144,211 | $510.5K | 0.07% | +11,432+8.6% | Added |
| Shaker Financial Services, LLC | 141,161 | $499.7K | 0.16% | +106,795+310.8% | Added |
| Balyasny Asset Management LLC | 131,676 | $466.1K | 0.00% | +131,676 | New |
| Readystate Asset Management LP | 131,640 | $466.0K | 0.02% | +131,640 | New |
| UBS Group AG | 128,807 | $456.0K | 0.00% | −1,093−0.8% | Reduced |
| LPL Financial LLC | 117,945 | $417.5K | 0.00% | +27,822+30.9% | Added |
| Shufro Rose & Co LLC | 117,000 | $414.2K | 0.03% | −8,700−6.9% | Reduced |
| MML Investors Services, LLC | 113,395 | $401.4K | 0.00% | +8,231+7.8% | Added |
| Integrated Wealth Concepts LLC | 112,914 | $399.7K | 0.00% | −3,952−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 90,801 | $321.0K | 0.00% | −425−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 88,772 | $314.3K | 0.00% | +36,983+71.4% | Added |
| Apollon Wealth Management, LLC | 81,195 | $287.4K | 0.00% | −8,779−9.8% | Reduced |
| Creative Planning | 78,568 | $278.1K | 0.00% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 77,000 | $272.6K | 0.16% | +27,000+54.0% | Added |
| Commonwealth Equity Services, LLC | 76,386 | $270.4K | 0.00% | −8,948−10.5% | Reduced |
| Captrust Financial Advisors | 75,406 | $266.9K | 0.00% | +878+1.2% | Added |
| Mezzasalma Advisors, LLC | 73,062 | $259.3K | 0.06% | +1,330+1.9% | Added |
| Mirador Capital Partners LP | 71,091 | $251.7K | 0.03% | +71,091 | New |
| Oder Investment Management, LLC | 70,792 | $250.6K | 0.18% | +703+1.0% | Added |
| GWM Advisors LLC | 68,400 | $242.1K | 0.00% | 00.0% | Unchanged |
| Valley Brook Capital Group | 67,609 | $239.3K | 0.16% | −3,876−5.4% | Reduced |
| Wells Fargo & Company | 58,169 | $205.9K | 0.00% | +10,895+23.0% | Added |
| Clear Creek Financial Management, LLC | 52,294 | $185.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 51,176 | $181.2K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 48,089 | $170.2K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 47,630 | $168.6K | 0.00% | +3,897+8.9% | Added |
| Stifel Financial Corp | 45,301 | $160.4K | 0.00% | +539+1.2% | Added |
| Jane Street Group, LLC | 44,606 | $157.9K | 0.00% | +32,900+281.1% | Added |
| Karpus Management, Inc. | 43,512 | $154.0K | 0.00% | +43,512 | New |
| Susquehanna International Group, LLP | 41,065 | $145.4K | 0.00% | +10,758+35.5% | Added |
| Commonwealth Financial Services, LLC | 40,190 | $142.3K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 37,741 | $133.6K | 0.01% | +37,741 | New |
| Capital Investment Advisors, LLC | 32,054 | $113.5K | 0.00% | −9,132−22.2% | Reduced |
| Gilpin Wealth Management, LLC | 29,752 | $105.3K | 0.08% | +29,752 | New |
| Gridiron Partners, LLC | 28,985 | $102.6K | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 28,024 | $99.2K | 0.00% | −2,866−9.3% | Reduced |
| Smith, Moore & Co. | 27,977 | $99.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27,832 | $98.5K | 0.01% | −25,247−47.6% | Reduced |
| Closed-End Fund Advisors, Inc. | 27,293 | $96.6K | 0.06% | +27,293 | New |
| Ethos Financial Group, LLC | 26,526 | $93.9K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 25,830 | $91.4K | 0.04% | +549+2.2% | Added |
| Equitable Holdings, Inc. | 25,398 | $89.9K | 0.00% | +25,398 | New |
| Resources Investment Advisors, LLC. | 25,130 | $89.0K | 0.00% | +320+1.3% | Added |
| Gilman Hill Asset Management, LLC | 25,000 | $88.5K | 0.01% | −10,000−28.6% | Reduced |
| HRT Financial LP | 24,878 | $88.0K | 0.00% | +24,878 | New |
| Logan Stone Capital, LLC | 22,997 | $81.4K | 0.02% | +22,997 | New |
| Lazari Capital Management, Inc. | 22,436 | $79.4K | 0.03% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 22,401 | $79.3K | 0.05% | −3,300−12.8% | Reduced |
| XTX Topco Ltd | 21,798 | $77.2K | 0.00% | +21,798 | New |
| IFP Advisors, Inc | 19,980 | $70.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 17,886 | $63.3K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 17,817 | $63.1K | 0.00% | −625−3.4% | Reduced |
| Citadel Advisors LLC | 17,644 | $62.5K | 0.00% | +17,644 | New |
| Integrity Advisory Solutions, LLC | 16,659 | $59.0K | 0.01% | +4,656+38.8% | Added |
| Sanders Morris Harris LLC | 15,490 | $55.1K | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 12,170 | $43.1K | 0.00% | +12,170 | New |
| Global Retirement Partners, LLC | 10,354 | $36.7K | 0.00% | +5,282+104.1% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9,400 | $33.3K | 0.03% | +9,400 | New |
| Kestra Advisory Services, LLC | 9,126 | $32.3K | 0.00% | +9,126 | New |
| Steward Partners Investment Advisory, LLC | 8,492 | $30.1K | 0.00% | −22,084−72.2% | Reduced |
| CIBC Private Wealth Group, LLC | 8,262 | $29.2K | 0.00% | +175+2.2% | Added |
| Bryn Mawr Trust Co | 6,600 | $23.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,600 | $20.0K | 0.00% | +5,600 | New |
| Barrett & Company, Inc. | 5,000 | $17.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,000 | $17.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5,000 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,500 | $15.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,375 | $15.5K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,547 | $12.6K | 0.00% | +3,547 | New |
| US Bancorp | 3,500 | $12.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,200 | $11.3K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,920 | $10.3K | 0.00% | +2,920 | New |
| Creative Financial Designs Inc | 2,777 | $9.83K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,529 | $8.95K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,351 | $8.32K | 0.00% | +2,351 | New |
| JPMorgan Chase & Co | 1,587 | $5.62K | 0.00% | −1,038−39.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,129 | $4.00K | 0.00% | −11,348−91.0% | Reduced |
| WPG Advisers, LLC | 1,035 | $3.66K | 0.00% | −244−19.1% | Reduced |
| NBC Securities, Inc. | 1,000 | $3.54K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.51K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $2.48K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 583 | $2.06K | 0.00% | +583 | New |
| Rothschild Investment LLC | 553 | $1.96K | 0.00% | 00.0% | Unchanged |