MFS INTERMEDIATE INCOME TRUST - MIN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 29,167,975 | 76,128 | 93.35% | 1.57% | 1 | +213,250 | 0.74% | Q4 2025 | Feb 25, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 6,218,476 | 16,230 | 1.11% | 1.5% | 2 | -1,186,447 | -16.02% | Q4 2025 | Feb 17, 2026 |
| Karpus Management, Inc. | History | Reduced | 4,385,724 | 11,446 | 0.35% | 0.39% | 3 | -253,950 | -5.47% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 4,134,958 | 10,792 | 0.02% | 0.02% | 4 | -37,148 | -0.89% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,957,679 | 10,331 | 0.0% | 0.0% | 5 | +724,858 | 22.42% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,107,608 | 5,500 | 0.01% | 0.01% | 6 | +72,988 | 3.59% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,244,987 | 3,249 | 0.0% | 0.0% | 7 | +195,345 | 18.61% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 1,067,063 | 2,785 | 0.0% | 0.0% | 8 | -83,554 | -7.26% | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Added to | 1,048,765 | 2,737 | 0.0% | 0.0% | 9 | +17,289 | 1.68% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 976,993 | 2,549 | 0.0% | 0.0% | 10 | +78,296 | 8.71% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 701,847 | 1,831 | 0.01% | 0.01% | 11 | +121,083 | 20.85% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 481,963 | 1,257 | 0.0% | 0.0% | 12 | -59,754 | -11.03% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 359,345 | 937 | 0.0% | 0.0% | 13 | +157,098 | 77.68% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 342,350 | 893 | 0.0% | 0.0% | 14 | +27,500 | 8.73% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 301,552 | 787 | 0.01% | 0.01% | 15 | -3,646 | -1.19% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 265,118 | 691 | 0.03% | 0.06% | 16 | -70,955 | -21.11% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 248,314 | 648 | 0.01% | 0.01% | 17 | -18,862 | -7.06% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 243,194 | 634 | 0.0% | 0.0% | 18 | +204,094 | 521.98% | Q4 2025 | Feb 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 227,811 | 594 | 0.25% | 0.33% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 162,712 | 424 | 0.0% | 0.0% | 20 | +6,138 | 3.92% | Q4 2025 | Jan 29, 2026 |
| DECISION INVESTMENTS, INC | History | New | 152,900 | 399 | 0.44% | — | 21 | +152,900 | New | Q4 2025 | Feb 17, 2026 |
| Shaker Financial Services, LLC | History | Added to | 134,091 | 349 | 0.11% | 0.08% | 22 | +47,741 | 55.29% | Q4 2025 | Jan 26, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 129,626 | 338 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 124,255 | 324 | 0.0% | 0.0% | 24 | +4,000 | 3.33% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 118,977 | 311 | 0.0% | — | 25 | +118,977 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 113,751 | 296 | 0.0% | — | 26 | +113,751 | New | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 113,000 | 294 | 0.01% | 0.01% | 27 | -53,000 | -31.93% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 70,000 | 182 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,423 | 178 | 0.0% | 0.0% | 29 | +38,319 | 127.29% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 67,021 | 174 | 0.0% | 0.0% | 30 | +38,109 | 131.81% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 61,848 | 161 | 0.0% | 0.0% | 31 | +38,725 | 167.47% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | No change | 60,600 | 158 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 59,100 | 154 | 0.0% | 0.0% | 33 | -2,300 | -3.75% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 58,137 | 151 | 0.0% | 0.0% | 34 | +3,490 | 6.39% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | No change | 54,019 | 140 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 46,200 | 120 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 45,083 | 117 | 0.01% | 0.01% | 37 | -534 | -1.17% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Advisors, LLC | History | No change | 43,025 | 112 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 34,133 | 89 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 28,615 | 77 | 0.01% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 27,897 | 72 | 0.0% | 0.0% | 41 | -12,500 | -30.94% | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | No change | 27,015 | 71 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,923 | 70 | 0.0% | 0.0% | 44 | -19,070 | -41.46% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 27,170 | 70 | 0.0% | 0.0% | 43 | +7,000 | 34.71% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 25,875 | 67 | 0.0% | 0.0% | 46 | -9,925 | -27.72% | Q4 2025 | Feb 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 25,761 | 67 | 0.0% | 0.0% | 45 | -7,901 | -23.47% | Q4 2025 | Feb 09, 2026 |
| Argent Trust Co | History | No change | 26,000 | 67 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,828 | 62 | 0.0% | 0.0% | 48 | +28 | 0.12% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,904 | 57 | 0.0% | 0.0% | 49 | +124 | 0.57% | Q4 2025 | Feb 05, 2026 |
| Penbrook Management LLC | History | Reduced | 18,750 | 48 | 0.03% | 0.05% | 50 | -6,943 | -27.02% | Q4 2025 | Jan 06, 2026 |
| Compound Planning, Inc. | History | New | 17,213 | 44 | 0.0% | — | 52 | +17,213 | New | Q4 2025 | Feb 19, 2026 |
| Advisory Services Network, LLC | History | No change | 17,000 | 44 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 16,100 | 42 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Register Financial Advisors LLC | History | Added to | 16,044 | 41 | 0.02% | 0.02% | 54 | +349 | 2.22% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,727 | 38 | 0.0% | 0.0% | 55 | +33 | 0.22% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,833 | 36 | 0.0% | 0.0% | 56 | +533 | 4.01% | Q4 2025 | Feb 06, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 13,108 | 34 | 0.0% | — | 57 | +13,108 | New | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 13,252 | 34 | 0.0% | 0.0% | 58 | +475 | 3.72% | Q4 2025 | Jan 26, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 12,000 | 31 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 11,750 | 30 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wealth Quarterback LLC | History | No change | 10,551 | 27 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,083 | 26 | 0.0% | 0.0% | 63 | -1,200 | -10.64% | Q4 2025 | Jan 08, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 10,000 | 26 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rossmore Private Capital | History | No change | 10,275 | 26 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,000 | 20 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,269 | 13 | 0.0% | — | 66 | +5,061 | 2433.17% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 4,500 | 12 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Anchor Investment Management, LLC | History | No change | 4,000 | 10 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Concord Wealth Partners | History | No change | 3,857 | 10 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SHP Wealth Management | History | New | 3,000 | 7 | 0.0% | — | 71 | +3,000 | New | Q4 2025 | Mar 04, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,682 | 7 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,191 | 5 | 0.0% | — | 72 | +2,191 | New | Q4 2025 | Feb 10, 2026 |
| EASTERN BANK | History | No change | 1,600 | 4 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,771 | 4 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 900 | 2 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,000 | 2 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 383 | 1 | 0.0% | — | 78 | +383 | New | Q4 2025 | Feb 17, 2026 |
| PFS Partners, LLC | History | Added to | 597 | 1 | 0.0% | 0.0% | 80 | +13 | 2.23% | Q4 2025 | Jan 16, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 631 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 500 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204,094 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -40,184 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,815 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,154 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,661 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 335 | 0 | — | — | — | +335 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | — | — | -103 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COUNTRY TRUST BANK | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 333 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Key FInancial Inc | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |