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

Latest Period

Q4 2025

Institutions Reporting

85

Shares (Excl. Options)

59,706,099

Price

$2.61

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Type / Class
Equity / Common Stock
Symbol
MIN on NYSE
Shares outstanding
113,852,190
Price per share
$2.51
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
59,706,099
Total reported value
$155,838,972
% of total 13F portfolios
0%
Share change
-44,643
Value change
-$142,762
Number of holders
85
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • MIN - MFS INTERMEDIATE INCOME TRUST - Common Stock is tracked under CUSIP 55273C107.
  • 85 institutions reported positions in Q4 2025.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 85 to 8 between Q4 2025 and Q1 2026.
  • Reported value moved from $155,838,972 to $186,273.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 85 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 55273C107?
CUSIP 55273C107 identifies MIN - MFS INTERMEDIATE INCOME TRUST - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 26% +4.4% $77,552,696 +$3,182,214 29,943,126 +4.3% SIT INVESTMENT ASSOCIATES INC 20 Mar 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 Dec 2025, 85 institutional investors reported holding 59,706,099 shares of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN). This represents 52% of the company’s total 113,852,190 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 26% 29,167,975 +0.74% 1.5% $76,128,000
1607 Capital Partners, LLC 5.5% 6,218,476 -16% 1.1% $16,230,222
Karpus Management, Inc. 3.9% 4,385,724 -5.5% 0.35% $11,446,740
Allspring Global Investments Holdings, LLC 3.6% 4,134,958 -0.89% 0.02% $10,792,240
AMERIPRISE FINANCIAL INC 3.5% 3,957,679 +22% 0% $10,331,577
OSAIC HOLDINGS, INC. 1.9% 2,107,608 +3.6% 0.01% $5,500,821
MORGAN STANLEY 1.1% 1,244,987 +19% 0% $3,249,417
Invesco Ltd. 0.94% 1,067,063 -7.3% 0% $2,785,034
LPL Financial LLC 0.92% 1,048,765 +1.7% 0% $2,737,278
BANK OF AMERICA CORP /DE/ 0.86% 976,993 +8.7% 0% $2,549,951
Equitable Holdings, Inc. 0.62% 701,847 +21% 0.01% $1,831,821
WELLS FARGO & COMPANY/MN 0.42% 481,963 -11% 0% $1,257,924
RAYMOND JAMES FINANCIAL INC 0.32% 359,345 +78% 0% $937,891
Private Advisor Group, LLC 0.3% 342,350 +8.7% 0% $893,534
Advisors Asset Management, Inc. 0.26% 301,552 -1.2% 0.01% $787,051
Ameritas Advisory Services, LLC 0.23% 265,118 -21% 0.03% $691,958
Kingsview Wealth Management, LLC 0.22% 248,314 -7.1% 0.01% $648,100
Focus Partners Wealth 0.21% 243,194 +522% 0% $634,737
Fortitude Advisory Group L.L.C. 0.2% 227,811 0% 0.25% $594,587
UBS Group AG 0.14% 162,712 +3.9% 0% $424,678
DECISION INVESTMENTS, INC 0.13% 152,900 0% 0.44% $399,069
Shaker Financial Services, LLC 0.12% 134,091 +55% 0.11% $349,978
Tolleson Wealth Management, Inc. 0.11% 129,626 0% 0.05% $338,324
STEPHENS INC /AR/ 0.11% 124,255 +3.3% 0% $324,306
ROYAL BANK OF CANADA 0.1% 118,977 +0.95% 0% $311,000

Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 74,490 $186,273 -$153 $2.51 8
2025 Q4 59,706,099 $155,838,972 -$142,762 $2.61 85
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
2019 Q4 46,502,375 $176,690,305 -$4,834,693 $3.80 75
2019 Q3 47,399,154 $181,043,465 +$320,475 $3.82 70
2019 Q2 47,315,138 $182,605,784 -$66,010 $3.86 67
2019 Q1 47,339,462 $179,854,105 +$9,023,063 $3.80 76
2018 Q4 45,176,023 $165,800,939 +$8,913,887 $3.67 74
2018 Q3 42,803,535 $160,451,746 -$17,380 $3.76 70
2018 Q2 42,797,298 $165,132,644 +$1,616,005 $3.86 81
2018 Q1 42,378,537 $166,548,272 +$6,499,253 $3.93 75
2017 Q4 40,784,622 $169,256,138 +$3,618,558 $4.15 75
2017 Q3 39,719,681 $169,992,360 -$8,842,469 $4.28 71
2017 Q2 41,763,638 $180,413,320 +$2,781,773 $4.32 74
2017 Q1 41,100,514 $177,030,248 +$16,530,534 $4.31 71
2016 Q4 37,260,797 $165,426,418 +$8,027,795 $4.44 72
2016 Q3 35,488,582 $160,766,000 -$3,926,945 $4.53 70
2016 Q2 36,460,317 $168,971,000 -$6,453,648 $4.64 74
2016 Q1 37,722,358 $173,665,000 +$6,810,241 $4.61 73
2015 Q4 36,178,692 $165,456,000 +$19,856,683 $4.57 74
2015 Q3 31,336,487 $142,576,000 +$18,660,475 $4.55 68
2015 Q2 27,205,777 $125,695,064 +$9,421,275 $4.62 65
2015 Q1 24,660,613 $120,095,503 -$6,122,624 $4.87 70
2014 Q4 25,988,365 $124,219,652 +$29,567,088 $4.78 83
2014 Q3 22,524,419 $112,855,264 +$4,345,527 $5.01 73
2014 Q2 21,637,054 $114,242,042 +$3,734,579 $5.28 74
2014 Q1 20,923,568 $108,389,043 +$7,462,198 $5.18 81

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