Who owns Franklin Master Intermediate Income Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PIM from SEC Form 13F filings across 59 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 59 institutions disclosed 27.8M shares of Franklin Master Intermediate Income Trust worth $89.6M — about 57.6% of shares outstanding; the largest disclosed holder is SIT INVESTMENT ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.
59
13F holders
$89.6M
value, 2026 filers
57.6%
of shares outstanding (27.8M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PIM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 22.7M | $73.3M | 1.4% | 47.1% | -0.1% |
| 2 | PVG ASSET MANAGEMENT CORPNEW | 1.2M | $4.0M | 2.3% | 2.6% | new |
| 3 | Summit Financial, LLCNEW | 879,729 | $2.8M | 0.0% | 1.8% | new |
| 4 | SHEETS SMITH WEALTH MANAGEMENT | 224,014 | $723,565 | 0.1% | 0.5% | -5.9% |
| 5 | 1607 Capital Partners, LLC | 221,893 | $716,714 | 0.1% | 0.5% | -35.3% |
| 6 | Shaker Financial Services, LLCNEW | 219,756 | $709,812 | 0.2% | 0.5% | new |
| 7 | Focus Partners Wealth | 189,725 | $612,812 | 0.0% | 0.4% | 0.0% |
| 8 | MORGAN STANLEY | 165,353 | $534,093 | 0.0% | 0.3% | -3.6% |
| 9 | Penbrook Management LLC | 147,063 | $475,013 | 0.3% | 0.3% | 0.0% |
| 10 | GILL CAPITAL PARTNERS, LLC | 141,560 | $457,238 | 0.1% | 0.3% | +1.3% |
| 11 | WealthTrust Axiom LLC | 136,500 | $440,895 | 0.1% | 0.3% | +17.7% |
| 12 | Janney Montgomery Scott LLC | 131,784 | $426,000 | 0.0% | 0.3% | -0.3% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 128,858 | $416,211 | 0.0% | 0.3% | -49.5% |
| 14 | LPL Financial LLC | 86,454 | $279,245 | 0.0% | 0.2% | +17.4% |
| 15 | MELFA WEALTH MANAGEMENT, INC. | 80,925 | $261,388 | 0.1% | 0.2% | 0.0% |
| 16 | ROYAL BANK OF CANADA | 68,749 | $222,000 | 0.0% | 0.1% | 0.0% |
| 17 | ECLECTIC ASSOCIATES INC /ADV | 67,441 | $217,834 | 0.0% | 0.1% | -6.5% |
| 18 | Baird Financial Group, Inc. | 66,500 | $214,795 | 0.0% | 0.1% | +6.4% |
| 19 | Allworth Financial LP | 66,272 | $214,059 | 0.0% | 0.1% | 0.0% |
| 20 | Fortitude Advisory Group L.L.C. | 62,135 | $200,695 | 0.1% | 0.1% | +17.6% |
| 21 | Mezzasalma Advisors, LLC | 55,840 | $180,362 | 0.0% | 0.1% | +2.1% |
| 22 | Cetera Investment Advisers | 53,070 | $171,415 | 0.0% | 0.1% | +30.4% |
| 23 | NewEdge Advisors, LLC | 52,620 | $169,962 | 0.0% | 0.1% | -0.8% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 52,173 | $168,520 | 0.0% | 0.1% | -17.6% |
| 25 | HRT FINANCIAL LPNEW | 50,630 | $163,000 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.