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MIN

Mfs Intermediate Income Trust

Company with tickers: MIN

CIK
826735
CUSIP
55273C107
Shares Outstanding
113,798,238
13F Activity (30d)
62 filings 61 filers
Holders: 85
Total Value: $152,550,123
Total Shares: 60,776,954

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 85 13F filers · Δ vs Dec 31, 2025
Top Holder
50.1%
Jun 2023 → Mar 2026 · range 20.4% – 50.1%
+29.8 pts
Top 5
82.9%
Jun 2023 → Mar 2026 · range 68.1% – 86.1%
+14.9 pts
Top 10
91.3%
Jun 2023 → Mar 2026 · range 84.6% – 92.7%
+6.7 pts
HHI
2,807
Jun 2023 → Mar 2026 · range 1,085 – 2,807
Highly concentrated +1,721

Quarterly Activity

vs Dec 31, 2025
New
9
Increased
28
Decreased
15
Sold Out
9
Unchanged
33
Holder count: 0
Institutional value: +91.3%
Shares held: +98.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid Karpus Management, Inc. +890,186 5,275,910
Mega AMERIPRISE FINANCIAL INC +258,505 4,216,184
Mega RAYMOND JAMES FINANCIAL INC +256,110 615,455
Small Shaker Financial Services, LLC +222,743 356,834
Small 1607 Capital Partners, LLC +116,096 6,334,572

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large OSAIC HOLDINGS, INC. −1,687,041 420,567
Mega WELLS FARGO & COMPANY/MN −376,993 104,970
Mega CITADEL ADVISORS LLC −73,103 40,648
Mega LPL Financial LLC −65,301 983,464
Large Cetera Investment Advisers −22,515 44,506

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid SIT INVESTMENT ASSOCIATES INC 30,450,876 $76,431,698
Small TWO SIGMA SECURITIES, LLC 100,836 $253,098
Mid EVOLVE PRIVATE WEALTH, LLC 30,000 $75,300
Small GatePass Capital, LLC 26,000 $65,260
Mid WOLVERINE ASSET MANAGEMENT LLC 19,687 $49,414

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Micro Tolleson Wealth Management, Inc. 129,626 $338,323
Small Penbrook Management LLC 18,750 $48,937
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 13,108 $34,210
Large JONES FINANCIAL COMPANIES LLLP 5,269 $13,752
Small Concord Wealth Partners 3,857 $10,066
Filter: New 9 Increased 28 Reduced 15 Sold out 9 Unchanged 33
Showing 85 of 85
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid SIT INVESTMENT ASSOCIATES INC $76,431,698 50.10% 30,450,876
Small 1607 Capital Partners, LLC $15,899,775 10.42% 6,334,572
Mid Karpus Management, Inc. $13,242,534 8.68% 5,275,910
Mega AMERIPRISE FINANCIAL INC $10,582,621 6.94% 4,216,184
Large Allspring Global Investments Holdings, LLC $10,378,744 6.80% 4,134,958
Mega MORGAN STANLEY $3,312,158 2.17% 1,319,585
Mega Invesco Ltd. $2,725,237 1.79% 1,085,752
Mega LPL Financial LLC $2,468,494 1.62% 983,464
Mega BANK OF AMERICA CORP /DE/ Bank $2,435,821 1.60% 970,447
Mid Equitable Holdings, Inc. $1,828,929 1.20% 728,657
Mega RAYMOND JAMES FINANCIAL INC $1,544,791 1.01% 615,455
Large OSAIC HOLDINGS, INC. $1,055,623 0.69% 420,567
Small Shaker Financial Services, LLC $895,653 0.59% 356,834
Mid Private Advisor Group, LLC $872,036 0.57% 347,425
Mid Advisors Asset Management, Inc. $757,523 0.50% 301,802
Small Ameritas Advisory Services, LLC $673,977 0.44% 268,517
Large Focus Partners Wealth $663,126 0.43% 264,194
Mid Kingsview Wealth Management, LLC $589,302 0.39% 234,782
Small Fortitude Advisory Group L.L.C. $571,805 0.37% 227,811
Mega UBS Group AG $411,744 0.27% 164,042
Micro DECISION INVESTMENTS, INC $409,130 0.27% 163,000
Mid STEPHENS INC /AR/ $321,920 0.21% 128,255
Mid EVOKE WEALTH, LLC $283,630 0.19% 113,000
Mega WELLS FARGO & COMPANY/MN $263,474 0.17% 104,970
Mega ROYAL BANK OF CANADA Bank $261,760 0.17% 104,287
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $253,098 0.17% 100,836
Small SMITH, MOORE & CO. $229,210 0.15% 91,319
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $208,641 0.14% 83,124
Mega JANE STREET GROUP, LLC $188,689 0.12% 75,175
Mid Dakota Wealth Management $181,598 0.12% 72,350
Large CAPTRUST FINANCIAL ADVISORS $171,588 0.11% 68,362
Large COMMONWEALTH EQUITY SERVICES, LLC $169,138 0.11% 67,386
Mid OPPENHEIMER & CO INC $150,600 0.10% 60,000
Large Cresset Asset Management, LLC $115,962 0.08% 46,200
Small Ethos Financial Group, LLC $113,158 0.07% 45,083
Large Cetera Investment Advisers $111,710 0.07% 44,506
Mid Wealthspire Advisors, LLC $107,992 0.07% 43,025
Mega CITADEL ADVISORS LLC $102,026 0.07% 40,648
Mid NewEdge Advisors, LLC $98,894 0.06% 39,400
Small MELFA WEALTH MANAGEMENT, INC. $85,673 0.06% 34,133
Mid EVOLVE PRIVATE WEALTH, LLC $75,300 0.05% 30,000
Small BTG Pactual Asset Management US LLC $71,823 0.05% 28,615
Mid BENJAMIN EDWARDS INC $68,196 0.04% 27,170
Mid CHOREO, LLC $67,807 0.04% 27,015
Small INTEGRITY ALLIANCE, LLC. $65,413 0.04% 26,061
Mid Argent Trust Co Bank $65,260 0.04% 26,000
Small GatePass Capital, LLC $65,260 0.04% 26,000
Mid CARY STREET PARTNERS FINANCIAL LLC $64,946 0.04% 25,875
Mid Compound Planning, Inc. $64,750 0.04% 25,797
Mid Sanctuary Advisors, LLC $59,808 0.04% 23,828
Large Cambridge Investment Research Advisors, Inc. $55,872 0.04% 22,260
Mid WOLVERINE ASSET MANAGEMENT LLC $49,414 0.03% 19,687
Mid XTX Topco Ltd $41,942 0.03% 16,710
Small Register Financial Advisors LLC $41,184 0.03% 16,408
Mid PHILADELPHIA TRUST CO Bank $40,411 0.03% 16,100
Micro RHODES INVESTMENT ADVISORS INC /ADV $39,407 0.03% 15,700
Mid Integrated Wealth Concepts LLC $38,478 0.03% 15,330
Mid Moors & Cabot, Inc. $37,650 0.02% 15,000
Mid Farther Finance Advisors, LLC $37,055 0.02% 14,763
Large HighTower Advisors, LLC $34,720 0.02% 13,833
Mid PFG Investments, LLC $32,070 0.02% 12,777
Small Commonwealth Financial Services, LLC $30,120 0.02% 12,000
Large TRUIST FINANCIAL CORP $29,492 0.02% 11,750
Small Wealth Quarterback LLC $26,483 0.02% 10,551
Small Rossmore Private Capital $25,790 0.02% 10,275
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $25,100 0.02% 10,000
Small BRAVE ASSET MANAGEMENT INC $25,100 0.02% 10,000
Mid Advisory Services Network, LLC $25,100 0.02% 10,000
Mega PNC FINANCIAL SERVICES GROUP, INC. $20,331 0.01% 8,100
Large CWM, LLC $11,295 0.01% 4,500
Small Anchor Investment Management, LLC $10,040 0.01% 4,000
Small SHP Wealth Management $7,530 0.00% 3,000
Small NBC SECURITIES, INC. Broker-Dealer $6,731 0.00% 2,682
Micro Marshall & Sterling Wealth Advisors Inc. $4,445 0.00% 1,771
Mid EASTERN BANK Bank $4,016 0.00% 1,600
Small Sunbelt Securities, Inc. Broker-Dealer $2,510 0.00% 1,000
Mid Clearstead Advisors, LLC $2,259 0.00% 900
Mid HARBOUR INVESTMENTS, INC. $1,656 0.00% 660
Small ALBION FINANCIAL GROUP /UT $1,583 0.00% 631
Micro PFS Partners, LLC $1,533 0.00% 611
Small SOA Wealth Advisors, LLC. $1,255 0.00% 500
Mid Bogart Wealth, LLC $835 0.00% 333
Mid COUNTRY TRUST BANK Bank $376 0.00% 150
Small Key Financial Inc $188 0.00% 75
Mid Western Wealth Management, LLC $107 0.00% 43

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