Security Snapshot

ABERDEEN INTERMEDIATE INCOME FUND - Closed End Mutual Fund (MIN) Institutional Ownership

CUSIP: 55273C107

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

57

Shares (Excl. Options)

38,267,094

Price

$2.47

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+2,926,506
Value change
+$7,208,076
Number of holders
57
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
113,783,018
SEC-reported price per share
$2.45
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • MIN - ABERDEEN INTERMEDIATE INCOME FUND - Closed End Mutual Fund is tracked under CUSIP 55273C107.
  • 57 institutions reported positions in Q2 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 85 to 57 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $152,952,779 to $94,520,127.

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

Latest holder context comes from 57 institutions filings for Q2 2026.

Open SEC evidence

Security key

55273C107

Latest holder period

Q2 2026

13F holders

57

13D/G owners

4

CIK / CUSIP context first

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 30% +3.8% $83,301,276 +$2,886,781 34,000,521 +3.6% SIT INVESTMENT ASSOCIATES INC 10 Aug 2026
Karpus Management, Inc. 4.6% $13,962,722 5,209,971 KARPUS MANAGEMENT, INC. 30 Apr 2025
1607 Capital Partners, LLC 3.9% -31% $10,899,844 -$4,335,422 4,448,916 -28% 1607 Capital Partners, LLC 30 Jun 2026
Allspring Global Investments Holdings, LLC 3.7% $11,175,403 4,172,106 Allspring Global Investments Holdings, LLC 30 Sep 2025

As of 30 Jun 2026, 57 institutional investors reported holding 38,267,094 shares of ABERDEEN INTERMEDIATE INCOME FUND - Closed End Mutual Fund (MIN). This represents 34% of the company’s total 113,783,018 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
55%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 29% 33,381,994 +9.6% 1.6% $82,454,000
Karpus Management, Inc. 4.7% 5,323,675 +0.91% 0.38% $13,149,477
AMERIPRISE FINANCIAL INC 4.1% 4,708,407 +12% 0% $11,629,764
1607 Capital Partners, LLC 3.9% 4,448,916 -30% 0.96% $10,988,823
Allspring Global Investments Holdings, LLC 3.6% 4,134,958 0% 0.02% $10,213,346
OSAIC HOLDINGS, INC. 1.8% 2,057,827 +389% 0.01% $5,082,792
MORGAN STANLEY 1.3% 1,427,180 +8.2% 0% $3,525,138
Invesco Ltd. 0.97% 1,104,329 +1.7% 0% $2,727,693
BANK OF AMERICA CORP /DE/ 0.87% 991,304 +2.1% 0% $2,448,521
LPL Financial LLC 0.86% 978,962 -0.46% 0% $2,418,036
RAYMOND JAMES FINANCIAL INC 0.64% 725,969 +18% 0% $1,793,144
GatePass Capital, LLC 0.53% 601,200 +2212% 0.57% $1,484,964
Ameritas Advisory Services, LLC 0.29% 333,668 +24% 0.02% $824,160
Focus Partners Wealth 0.28% 314,646 +19% 0% $777,176
Advisors Asset Management, Inc. 0.26% 301,288 -0.17% 0.01% $744,181
Fortitude Advisory Group L.L.C. 0.19% 219,928 -3.5% 0.21% $543,222
DECISION INVESTMENTS, INC 0.15% 172,900 +6.1% 0.39% $427,063
UBS Group AG 0.13% 150,333 -8.4% 0% $371,322
Shaker Financial Services, LLC 0.12% 142,034 -60% 0.11% $350,824
Tolleson Wealth Management, Inc. 0.12% 136,417 +5.2% 0.05% $336,950
STEPHENS INC /AR/ 0.11% 128,255 0% 0% $316,790
WELLS FARGO & COMPANY/MN 0.09% 104,232 -0.7% 0% $257,453
ROYAL BANK OF CANADA 0.08% 91,521 -12% 0% $226,000
SMITH, MOORE & CO. 0.08% 91,319 0% 0.01% $225,558
MAI Capital Management 0.07% 85,000 0% $209,950

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 38,267,094 $94,520,127 +$7,208,076 $2.47 57
2026 Q1 60,906,537 $152,952,779 +$2,964,537 $2.51 85
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
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