Latest Period
Q1 2026
Security Snapshot
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) Institutional Ownership
CUSIP: 55273C107
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
84
Shares (Excl. Options)
60,737,554
Price
$2.51
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- Security type / class
- Equity / Common Stock
- Symbol
- MIN on NYSE
- Shares outstanding
- 113,966,122
- Reported price per share
- $2.47
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 60,737,554
- Total reported value
- $152,528,632
- Portfolio coverage rank
- 0%
- Share change
- +1,201,481
- Value change
- +$3,014,092
- Number of holders
- 84
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- MIN - MFS INTERMEDIATE INCOME TRUST - Common Stock is tracked under CUSIP 55273C107.
- 84 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 86 to 84 between Q4 2025 and Q1 2026.
- Reported value moved from $155,887,779 to $152,528,632.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 84 institutions filings for Q1 2026.
Security key
55273C107
Latest holder period
Q1 2026
13F holders
84
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
MIN full holder history
MFS INTERMEDIATE INCOME TRUST SEC filings
MFS INTERMEDIATE INCOME TRUST insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 55273C107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
MIN
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 29% | +4.6% | $82,383,830 | +$3,892,955 | 32,822,243 | +5% | SIT INVESTMENT ASSOCIATES INC | 07 May 2026 |
| 1607 Capital Partners, LLC | 5.5% | -17% | $16,354,592 | -$3,569,118 | 6,218,476 | -18% | 1607 Capital Partners, LLC | 31 Dec 2025 |
| Karpus Management, Inc. | 4.6% | $13,962,722 | 5,209,971 | KARPUS MANAGEMENT, INC. | 30 Apr 2025 | |||
| Allspring Global Investments Holdings, LLC | 3.7% | $11,175,403 | 4,172,106 | Allspring Global Investments Holdings, LLC | 30 Sep 2025 |
As of 31 Mar 2026, 84 institutional investors reported holding 60,737,554 shares of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN). This represents 53% of the company’s total 113,966,122 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
52%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 27% | 30,450,876 | +4.4% | 1.6% | $76,432,000 |
| 1607 Capital Partners, LLC | 5.6% | 6,334,572 | +1.9% | 1.1% | $15,899,776 |
| Karpus Management, Inc. | 4.6% | 5,275,910 | +20% | 0.41% | $13,242,534 |
| AMERIPRISE FINANCIAL INC | 3.7% | 4,216,184 | +6.5% | 0% | $10,583,077 |
| Allspring Global Investments Holdings, LLC | 3.6% | 4,134,958 | 0% | 0.02% | $10,378,745 |
| MORGAN STANLEY | 1.2% | 1,319,585 | +6% | 0% | $3,312,158 |
| Invesco Ltd. | 0.95% | 1,085,752 | +1.8% | 0% | $2,725,238 |
| LPL Financial LLC | 0.86% | 983,464 | -6.2% | 0% | $2,468,493 |
| BANK OF AMERICA CORP /DE/ | 0.85% | 970,447 | -0.67% | 0% | $2,435,822 |
| Equitable Holdings, Inc. | 0.64% | 728,657 | +3.8% | 0.01% | $1,901,795 |
| RAYMOND JAMES FINANCIAL INC | 0.54% | 615,455 | +71% | 0% | $1,544,792 |
| OSAIC HOLDINGS, INC. | 0.37% | 420,567 | -80% | 0% | $1,055,603 |
| Shaker Financial Services, LLC | 0.31% | 356,834 | +166% | 0.31% | $895,654 |
| Private Advisor Group, LLC | 0.3% | 347,425 | +1.5% | 0% | $872,037 |
| Advisors Asset Management, Inc. | 0.26% | 301,802 | +0.08% | 0.01% | $757,523 |
| Ameritas Advisory Services, LLC | 0.24% | 268,517 | +1.3% | 0.03% | $673,979 |
| Focus Partners Wealth | 0.23% | 264,194 | +8.6% | 0% | $663,127 |
| Kingsview Wealth Management, LLC | 0.21% | 234,782 | -5.4% | 0.01% | $589,302 |
| Fortitude Advisory Group L.L.C. | 0.2% | 227,811 | 0% | 0.26% | $571,806 |
| UBS Group AG | 0.14% | 164,042 | +0.82% | 0% | $411,746 |
| DECISION INVESTMENTS, INC | 0.14% | 163,000 | +6.6% | 0.47% | $409,130 |
| STEPHENS INC /AR/ | 0.11% | 128,255 | +3.2% | 0% | $321,920 |
| EVOKE WEALTH, LLC | 0.1% | 113,000 | 0% | 0.01% | $283,630 |
| WELLS FARGO & COMPANY/MN | 0.09% | 104,970 | -78% | 0% | $263,476 |
| ROYAL BANK OF CANADA | 0.09% | 104,287 | -12% | 0% | $262,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 60,737,554 | $152,528,632 | +$3,014,092 | $2.51 | 84 |
| 2025 Q4 | 59,724,799 | $155,887,779 | -$142,762 | $2.61 | 86 |
| 2025 Q3 | 59,583,092 | $159,646,484 | -$1,137,796 | $2.68 | 84 |
| 2025 Q2 | 59,994,205 | $162,569,188 | +$5,976,534 | $2.71 | 86 |
| 2025 Q1 | 57,986,030 | $155,964,440 | +$1,619,543 | $2.69 | 89 |
| 2024 Q4 | 57,640,825 | $153,329,390 | +$4,597,597 | $2.66 | 88 |
| 2024 Q3 | 55,640,457 | $151,335,081 | +$961,755 | $2.72 | 97 |
| 2024 Q2 | 55,316,919 | $147,145,273 | +$3,382,922 | $2.66 | 90 |
| 2024 Q1 | 54,005,067 | $143,684,939 | -$3,001,393 | $2.66 | 97 |
| 2023 Q4 | 55,119,899 | $147,731,567 | -$649,790 | $2.68 | 101 |
| 2023 Q3 | 54,396,639 | $145,776,041 | +$1,257,959 | $2.68 | 91 |
| 2023 Q2 | 53,909,677 | $147,726,781 | +$2,169,202 | $2.74 | 92 |
| 2023 Q1 | 53,085,815 | $147,044,501 | +$3,287,155 | $2.77 | 94 |
| 2022 Q4 | 51,909,769 | $143,263,510 | +$6,137,533 | $2.76 | 88 |
| 2022 Q3 | 49,740,555 | $139,767,529 | +$3,970,573 | $2.81 | 77 |
| 2022 Q2 | 48,302,703 | $143,449,563 | +$17,602,903 | $2.97 | 77 |
| 2022 Q1 | 45,326,259 | $142,773,688 | +$9,333,806 | $3.15 | 77 |
| 2021 Q4 | 42,272,691 | $151,756,438 | -$11,174,474 | $3.59 | 73 |
| 2021 Q3 | 40,178,462 | $145,438,245 | -$1,256,468 | $3.62 | 74 |
| 2021 Q2 | 40,787,561 | $152,539,115 | -$6,370,425 | $3.74 | 74 |
| 2021 Q1 | 42,336,030 | $157,493,731 | -$9,749,979 | $3.72 | 77 |
| 2020 Q4 | 44,947,984 | $171,227,385 | +$4,360,249 | $3.81 | 86 |
| 2020 Q3 | 43,801,838 | $163,375,747 | -$6,203,009 | $3.73 | 86 |
| 2020 Q2 | 49,606,228 | $183,559,508 | -$2,571,156 | $3.70 | 77 |
| 2020 Q1 | 45,725,870 | $164,647,710 | -$1,824,430 | $3.60 | 74 |