MIN MFS Intermediate Income Trust
MFS Intermediate Income Trust (MIN) Institutional Ownership
What the institutions did with MIN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 33.4M | 52.0% |
| Karpus Management, Inc. | 5.3M | 8.3% |
| AMERIPRISE FINANCIAL INC | 4.7M | 7.3% |
| 1607 Capital Partners, LLC | 4.4M | 6.9% |
| Allspring Global Investments Holdings, LLC | 4.1M | 6.4% |
| OSAIC HOLDINGS, INC. | 2.1M | 3.2% |
| MORGAN STANLEY | 1.4M | 2.2% |
| Invesco Ltd. | 1.1M | 1.7% |
| BANK OF AMERICA CORP /DE/ | 991.3K | 1.5% |
| LPL Financial LLC | 979.0K | 1.5% |
| RAYMOND JAMES FINANCIAL INC | 726.0K | 1.1% |
| Equitable Holdings, Inc. | 696.9K | 1.1% |
| GatePass Capital, LLC | 601.2K | 0.9% |
| Ameritas Advisory Services, LLC | 333.7K | 0.5% |
| Focus Partners Wealth | 314.6K | 0.5% |
| Advisors Asset Management, Inc. | 301.3K | 0.5% |
| Kingsview Wealth Management, LLC | 235.5K | 0.4% |
| Fortitude Advisory Group L.L.C. | 219.9K | 0.3% |
| DECISION INVESTMENTS, INC | 172.9K | 0.3% |
| UBS Group AG | 150.3K | 0.2% |
| Shaker Financial Services, LLC | 142.0K | 0.2% |
| Tolleson Wealth Management, Inc. | 136.4K | 0.2% |
| STEPHENS INC /AR/ | 128.3K | 0.2% |
| WELLS FARGO & COMPANY/MN | 104.2K | 0.2% |
| ROYAL BANK OF CANADA | 91.5K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | Increased | 30.5M | 33.4M | +2.9M |
| 1607 Capital Partners, LLC | Reduced | 6.3M | 4.4M | -1.9M |
| OSAIC HOLDINGS, INC. | Increased | 420.6K | 2.1M | +1.6M |
| GatePass Capital, LLC | Increased | 26.0K | 601.2K | +575.2K |
| AMERIPRISE FINANCIAL INC | Increased | 4.2M | 4.7M | +492.2K |
| Private Advisor Group, LLC | Sold Out | 347.4K | 0 | -347.4K |
| Shaker Financial Services, LLC | Reduced | 356.8K | 142.0K | -214.8K |
| EVOKE WEALTH, LLC | Sold Out | 113.0K | 0 | -113.0K |
| RAYMOND JAMES FINANCIAL INC | Increased | 615.5K | 726.0K | +110.5K |
| MORGAN STANLEY | Increased | 1.3M | 1.4M | +107.6K |
| MAI Capital Management | New | 0 | 85.0K | +85.0K |
| Ameritas Advisory Services, LLC | Increased | 268.5K | 333.7K | +65.2K |
| JANE STREET GROUP, LLC | Reduced | 75.2K | 15.0K | -60.2K |
| TWO SIGMA SECURITIES, LLC | Reduced | 100.8K | 42.8K | -58.1K |
| Focus Partners Wealth | Increased | 264.2K | 314.6K | +50.5K |
| Karpus Management, Inc. | Increased | 5.3M | 5.3M | +47.8K |
| CITADEL ADVISORS LLC | Sold Out | 40.6K | 0 | -40.6K |
| Equitable Holdings, Inc. | Reduced | 728.7K | 696.9K | -31.8K |
| Cambridge Investment Research Advisors, Inc. | Increased | 22.3K | 44.8K | +22.5K |
| NewEdge Advisors, LLC | Reduced | 39.4K | 17.8K | -21.6K |
| BANK OF AMERICA CORP /DE/ | Increased | 970.4K | 991.3K | +20.9K |
| WOLVERINE ASSET MANAGEMENT LLC | Sold Out | 19.7K | 0 | -19.7K |
| Invesco Ltd. | Increased | 1.1M | 1.1M | +18.6K |
| StoneX Group Inc. | New | 0 | 16.9K | +16.9K |
| Integrated Wealth Concepts LLC | Sold Out | 15.3K | 0 | -15.3K |
| CAPTRUST FINANCIAL ADVISORS | Reduced | 68.4K | 54.6K | -13.7K |
| UBS Group AG | Reduced | 164.0K | 150.3K | -13.7K |
| ROYAL BANK OF CANADA | Reduced | 104.3K | 91.5K | -12.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 83.1K | 70.8K | -12.3K |
| TRUIST FINANCIAL CORP | Sold Out | 11.8K | 0 | -11.8K |
| EP Wealth Advisors, LLC | New | 0 | 10.2K | +10.2K |
| Clear Street Group Inc. | New | 0 | 10.1K | +10.1K |
| Mariner, LLC | New | 0 | 10.0K | +10.0K |
| BRAVE ASSET MANAGEMENT INC | Sold Out | 10.0K | 0 | -10.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Sold Out | 10.0K | 0 | -10.0K |
| DECISION INVESTMENTS, INC | Increased | 163.0K | 172.9K | +9.9K |
| Cresset Asset Management, LLC | Increased | 46.2K | 54.8K | +8.6K |
| PNC FINANCIAL SERVICES GROUP, INC. | Sold Out | 8.1K | 0 | -8.1K |
| Farther Finance Advisors, LLC | Reduced | 14.8K | 6.9K | -7.9K |
| Fortitude Advisory Group L.L.C. | Reduced | 227.8K | 219.9K | -7.9K |
| Tolleson Wealth Management, Inc. | Increased | 129.6K | 136.4K | +6.8K |
| LifeSteps Financial, Inc. | New | 0 | 5.0K | +5.0K |
| Argent Trust Co | Reduced | 26.0K | 21.0K | -5.0K |
| LPL Financial LLC | Reduced | 983.5K | 979.0K | -4.5K |
| Cetera Investment Advisers | Reduced | 44.5K | 40.1K | -4.4K |
| Concord Wealth Partners | New | 0 | 3.9K | +3.9K |
| XTX Topco Ltd | Reduced | 16.7K | 13.5K | -3.3K |
| Wealthspire Advisors, LLC | Reduced | 43.0K | 40.4K | -2.7K |
| HighTower Advisors, LLC | Reduced | 13.8K | 11.3K | -2.5K |
| Moors & Cabot, Inc. | Reduced | 15.0K | 13.0K | -2.0K |
| Ethos Financial Group, LLC | Reduced | 45.1K | 44.0K | -1.1K |
| Kingsview Wealth Management, LLC | Increased | 234.8K | 235.5K | +748 |
| WELLS FARGO & COMPANY/MN | Reduced | 105.0K | 104.2K | -738 |
| Advisory Services Network, LLC | Increased | 10.0K | 10.7K | +714 |
| ALBION FINANCIAL GROUP /UT | Sold Out | 631 | 0 | -631 |
| Advisors Asset Management, Inc. | Reduced | 301.8K | 301.3K | -514 |
| RHODES INVESTMENT ADVISORS INC /ADV | Reduced | 15.7K | 15.2K | -500 |
| SHP Wealth Management | Reduced | 3.0K | 2.6K | -389 |
| Register Financial Advisors LLC | Increased | 16.4K | 16.8K | +377 |
| JFS WEALTH ADVISORS, LLC | New | 0 | 355 | +355 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.