MFS INTERMEDIATE INCOME TRUST - MIN
Detailed investor-level table based on 13F positions.
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 | No change | 33,381,994 | 82,454 | 1.56% | 1.56% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Karpus Management, Inc. | History | No change | 5,323,675 | 13,149 | 0.38% | 0.38% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,708,407 | 11,629 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 4,448,916 | 10,988 | 0.96% | 0.96% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 4,134,958 | 10,213 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,057,827 | 5,082 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,427,180 | 3,525 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,104,329 | 2,727 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 991,304 | 2,448 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 978,962 | 2,418 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 725,969 | 1,793 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 696,905 | 1,721 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GatePass Capital, LLC | History | No change | 601,200 | 1,484 | 0.56% | 0.56% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 333,668 | 824 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 314,646 | 777 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 301,288 | 744 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 235,530 | 581 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 219,928 | 543 | 0.21% | 0.21% | 18 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 171,900 | 398 | 0.36% | 0.39% | 19 | -1,000 | -0.58% | Q3 2026 | Oct 07, 2026 |
| UBS Group AG | History | No change | 150,333 | 371 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shaker Financial Services, LLC | History | No change | 142,034 | 350 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 136,417 | 336 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 128,255 | 316 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 104,232 | 257 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 91,521 | 226 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 91,319 | 225 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 85,000 | 209 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 72,350 | 178 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 70,810 | 174 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 67,413 | 166 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 60,000 | 148 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cresset Asset Management, LLC | History | No change | 54,787 | 135 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 54,647 | 134 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 44,027 | 108 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 42,763 | 105 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 40,374 | 99 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 40,089 | 99 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Todd Wealth Management, LLC | History | No change | 34,828 | 86 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 34,133 | 84 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 30,000 | 74 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 28,615 | 70 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 27,170 | 67 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHOREO, LLC | History | No change | 27,015 | 66 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 26,372 | 65 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 25,875 | 63 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Compound Planning, Inc. | History | No change | 25,884 | 63 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,828 | 58 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 22,393 | 55 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Argent Trust Co | History | No change | 21,032 | 51 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,800 | 43 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Solutions Group, LLC | History | No change | 17,577 | 43 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| StoneX Group Inc. | History | No change | 16,861 | 41 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Register Financial Advisors LLC | History | No change | 16,785 | 41 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 16,100 | 40 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,979 | 36 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 13,455 | 33 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 13,000 | 32 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 12,777 | 31 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 12,000 | 29 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 11,333 | 27 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 10,714 | 26 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Quarterback LLC | History | No change | 10,551 | 26 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,225 | 25 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossmore Private Capital | History | No change | 10,275 | 25 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clear Street Group Inc. | History | No change | 10,123 | 25 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 10,000 | 24 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,820 | 13 | 0.0% | 0.0% | 67 | -1,058 | -15.38% | Q3 2026 | Oct 08, 2026 |
| LifeSteps Financial, Inc. | History | No change | 5,000 | 12 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 4,000 | 9 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Concord Wealth Partners | History | No change | 3,857 | 9 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,682 | 6 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SHP Wealth Management | History | No change | 2,611 | 6 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,771 | 4 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EASTERN BANK | History | No change | 1,600 | 3 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 900 | 2 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 660 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 500 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFS Partners, LLC | History | No change | 625 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -15,200 | -100.0% | Q3 2026 | Oct 07, 2026 |
| COUNTRY TRUST BANK | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 355 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bogart Wealth, LLC | History | No change | 333 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |