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 2026
Institutional positions in Franklin Premier Income Trust as of Jun 30, 2026. 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
- 100
- +3 vs. Q1 2026
- Shares held
- 39.8M
- −75.3K (−0.2%) vs. Q1 2026
- Total value
- $138.9M
- −$2.66M (−1.9%) vs. Q1 2026
- New holders
- 11
- 33 more added
- Sold out
- 8
- 23 more reduced
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Franklin Premier Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 0 | $1 | 0.00% | 0 | Unchanged |
| Mather Group, LLC. | 37 | $129 | 0.00% | −2,214−98.4% | Reduced |
| Fifth Third Bancorp | 86 | $300 | 0.00% | −5−5.5% | Reduced |
| St Germain D J Co Inc | 150 | $524 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 200 | $698 | 0.00% | +200 | New |
| Motco | 208 | $726 | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 210 | $733 | 0.00% | +210 | New |
| Cape Investment Advisory, Inc. | 300 | $1.05K | 0.00% | +300 | New |
| Costello Asset Management, INC | 329 | $1.15K | 0.00% | +7+2.2% | Added |
| First Command Advisory Services, Inc. | 500 | $1.75K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 550 | $1.92K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 553 | $1.93K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 696 | $2.43K | 0.00% | +696 | New |
| Harbour Investments, Inc. | 700 | $2.44K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 708 | $2.47K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 758 | $2.65K | 0.00% | −12−1.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,028 | $3.59K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,129 | $3.94K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,211 | $4.23K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,647 | $5.75K | 0.00% | +1,647 | New |
| The PNC Financial Services Group, Inc. | 1,800 | $6.28K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,992 | $6.95K | 0.00% | −6,500−76.5% | Reduced |
| Creative Financial Designs Inc | 2,777 | $9.69K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,077 | $10.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 3,500 | $12.2K | 0.00% | −1,500−30.0% | Reduced |
| US Bancorp | 3,500 | $12.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5,000 | $17.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,562 | $26.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,236 | $32.2K | 0.00% | +9,236 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9,400 | $32.8K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,412 | $36.3K | 0.00% | −305−2.8% | Reduced |
| Umb Bank N A | 12,170 | $42.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,466 | $50.5K | 0.00% | −16−0.1% | Reduced |
| Closed-End Fund Advisors, Inc. | 16,360 | $57.1K | 0.06% | +1,198+7.9% | Added |
| Fortitude Advisory Group L.L.C. | 17,886 | $62.4K | 0.02% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 19,594 | $68.4K | 0.06% | +432+2.3% | Added |
| KMT Wealth Management, LLC | 19,594 | $68.4K | 0.06% | +19,594 | New |
| HRT Financial LP | 21,458 | $74.0K | 0.00% | +21,458 | New |
| XTX Topco Ltd | 21,351 | $74.5K | 0.00% | +21,351 | New |
| Lazari Capital Management, Inc. | 22,436 | $78.3K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 23,127 | $80.7K | 0.00% | −2,235−8.8% | Reduced |
| Uhlmann Price Securities, LLC | 23,381 | $81.6K | 0.00% | +504+2.2% | Added |
| IFP Advisors, Inc | 23,506 | $82.0K | 0.00% | +3,526+17.6% | Added |
| Gilman Hill Asset Management, LLC | 25,000 | $87.3K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 25,172 | $87.8K | 0.00% | −6,882−21.5% | Reduced |
| Equitable Holdings, Inc. | 25,398 | $88.6K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 26,526 | $92.6K | 0.01% | 00.0% | Unchanged |
| Readystate Asset Management LP | 26,778 | $93.5K | 0.00% | +26,778 | New |
| Register Financial Advisors LLC | 26,992 | $94.2K | 0.03% | +597+2.3% | Added |
| Smith, Moore & Co. | 27,977 | $97.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 35,887 | $125.2K | 0.00% | +2,710+8.2% | Added |
| Susquehanna International Group, LLP | 37,724 | $131.7K | 0.00% | +15,647+70.9% | Added |
| Commonwealth Financial Services, LLC | 40,190 | $140.3K | 0.02% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 40,580 | $141.6K | 0.06% | +12,958+46.9% | Added |
| Karpus Management, Inc. | 41,262 | $144.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 42,348 | $147.8K | 0.00% | +15,130+55.6% | Added |
| International Assets Investment Management, LLC | 44,432 | $154.2K | 0.01% | +16,600+59.6% | Added |
| Level Four Advisory Services, LLC | 48,111 | $167.9K | 0.00% | +10.0% | Added |
| Stifel Financial Corp | 49,205 | $171.7K | 0.00% | +800+1.7% | Added |
| Cetera Investment Advisers | 49,985 | $174.4K | 0.00% | +9,874+24.6% | Added |
| Papamarkou Wellner Asset Management inc. | 50,000 | $174.5K | 0.11% | −27,000−35.1% | Reduced |
| Allworth Financial LP | 51,176 | $178.6K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 52,294 | $182.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 55,600 | $194.0K | 0.00% | −5,900−9.6% | Reduced |
| Valley Brook Capital Group | 69,369 | $242.1K | 0.14% | −516−0.7% | Reduced |
| Oder Investment Management, LLC | 74,404 | $259.7K | 0.17% | −183−0.2% | Reduced |
| Wells Fargo & Company | 74,565 | $260.2K | 0.00% | +352+0.5% | Added |
| Captrust Financial Advisors | 74,940 | $261.5K | 0.00% | −1,343−1.8% | Reduced |
| Mezzasalma Advisors, LLC | 75,816 | $264.6K | 0.05% | +1,416+1.9% | Added |
| Commonwealth Equity Services, LLC | 77,638 | $271.0K | 0.00% | −4,852−5.9% | Reduced |
| Creative Planning | 82,115 | $286.6K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 82,449 | $287.7K | 0.00% | +1,133+1.4% | Added |
| Stratos Wealth Partners, LTD. | 93,078 | $324.8K | 0.00% | +2,603+2.9% | Added |
| Integrated Wealth Concepts LLC | 115,305 | $402.4K | 0.00% | +1,144+1.0% | Added |
| Shufro Rose & Co LLC | 117,000 | $408.3K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 117,461 | $410.0K | 0.00% | −951−0.8% | Reduced |
| UBS Group AG | 121,242 | $423.1K | 0.00% | −28,950−19.3% | Reduced |
| Gilpin Wealth Management, LLC | 123,231 | $430.1K | 0.30% | +25,844+26.5% | Added |
| Mirador Capital Partners LP | 123,623 | $431.4K | 0.05% | +30,983+33.4% | Added |
| LPL Financial LLC | 128,030 | $446.8K | 0.00% | −2,240−1.7% | Reduced |
| MML Investors Services, LLC | 135,625 | $473.3K | 0.00% | +32,167+31.1% | Added |
| Royal Bank of Canada | 157,493 | $549.0K | 0.00% | −11,635−6.9% | Reduced |
| Pin Oak Investment Advisors Inc | 162,520 | $567.0K | 0.40% | 00.0% | Unchanged |
| Intellus Advisors LLC | 167,203 | $583.5K | 0.07% | +21,824+15.0% | Added |
| Colony Group, LLC | 187,994 | $656.1K | 0.00% | +530.0% | Added |
| Shaker Financial Services, LLC | 192,783 | $672.8K | 0.21% | +192,783 | New |
| Jones Financial Companies LLLP | 199,541 | $684.4K | 0.00% | +18,787+10.4% | Added |
| Baird Financial Group, Inc. | 197,900 | $690.7K | 0.00% | +4,650+2.4% | Added |
| Bank of America Corp | 210,626 | $735.1K | 0.00% | +12,040+6.1% | Added |
| Advisor Group Holdings, Inc. | 218,222 | $761.5K | 0.00% | +24,338+12.6% | Added |
| Quad-Cities Investment Group, LLC | 273,312 | $953.9K | 0.34% | +26,347+10.7% | Added |
| Raymond James Financial Inc | 319,251 | $1.11M | 0.00% | −139,740−30.4% | Reduced |
| Advisors Asset Management, Inc. | 327,903 | $1.14M | 0.02% | −5,458−1.6% | Reduced |
| Riverbridge Partners LLC | 393,732 | $1.37M | 0.04% | −239,427−37.8% | Reduced |
| Janney Montgomery Scott LLC | 800,392 | $2.79M | 0.01% | +25,493+3.3% | Added |
| Invesco Ltd. | 934,604 | $3.26M | 0.00% | +37,669+4.2% | Added |
| 1607 Capital Partners, LLC | 1,127,808 | $3.94M | 0.34% | −619,336−35.4% | Reduced |
| Morgan Stanley | 1,135,071 | $3.96M | 0.00% | +2,598+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,367,557 | $4.77M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 28,618,942 | $99.9M | 1.89% | +439,137+1.6% | Added |