MFS INTERMEDIATE INCOME TRUST - Mutual Fund SH SH BEN INT (MIN) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Mutual Fund SH SH BEN INT
Symbol
MIN on NYSE
Shares outstanding
112,759,622
Price per share
$2.61
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
59,583,092
Total reported value
$159,646,484
% of total 13F portfolios
0%
Share change
-423,191
Value change
-$1,137,796
Number of holders
84
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MFS INTERMEDIATE INCOME TRUST - Mutual Fund SH SH BEN INT (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 25% $78,467,305 28,954,725 Sit Investment Associates, Inc. 30 Sep 2025
1607 Capital Partners, LLC 6.7% $20,302,487 7,575,555 1607 Capital Partners, LLC 31 Dec 2024
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 30 Sep 2025, 84 institutional investors reported holding 59,583,092 shares of MFS INTERMEDIATE INCOME TRUST - Mutual Fund SH SH BEN INT (MIN). This represents 53% of the company’s total 112,759,622 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MFS INTERMEDIATE INCOME TRUST - Mutual Fund SH SH BEN INT (MIN) together control 52% 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% 28,954,725 +10% 1.6% $77,599,000
1607 Capital Partners, LLC 6.6% 7,404,923 -3.2% 1.5% $19,845,194
Karpus Management, Inc. 4.1% 4,639,674 -9.2% 0.39% $12,434,326
Allspring Global Investments Holdings, LLC 3.7% 4,172,106 -41% 0.02% $11,181,244
AMERIPRISE FINANCIAL INC 2.9% 3,232,821 +6.8% 0% $8,663,554
OSAIC HOLDINGS, INC. 1.8% 2,034,620 -2.2% 0.01% $5,415,867
Invesco Ltd. 1% 1,150,617 +2.5% 0% $3,083,654
MORGAN STANLEY 0.93% 1,049,641 -6.7% 0% $2,813,037
LPL Financial LLC 0.91% 1,031,476 +26% 0% $2,764,357
BANK OF AMERICA CORP /DE/ 0.8% 898,697 +26% 0% $2,408,507
Equitable Holdings, Inc. 0.52% 580,764 +15% 0.01% $1,556,448
WELLS FARGO & COMPANY/MN 0.48% 541,717 -0.43% 0% $1,451,802
Ameritas Advisory Services, LLC 0.3% 336,073 +2.8% 0.06% $900,675
Private Advisor Group, LLC 0.28% 314,850 +8.3% 0% $843,798
Advisors Asset Management, Inc. 0.27% 305,198 +32% 0.01% $817,931
Kingsview Wealth Management, LLC 0.24% 267,176 +8.2% 0.01% $716,032
Fortitude Advisory Group L.L.C. 0.2% 227,811 0% 0.33% $610,533
Kovitz Investment Group Partners, LLC 0.18% 204,094 -0% 0% $546,972
RAYMOND JAMES FINANCIAL INC 0.18% 202,247 +52% 0% $542,021
EVOKE WEALTH, LLC 0.15% 166,000 -49% 0.01% $444,880
UBS Group AG 0.14% 156,574 +155% 0% $419,619
Tolleson Wealth Management, Inc. 0.11% 129,626 0% 0.05% $347,398
STEPHENS INC /AR/ 0.11% 120,255 +16% 0% $322,283
ROYAL BANK OF CANADA 0.1% 117,863 +3.1% 0% $316,000
Shaker Financial Services, LLC 0.08% 86,350 +245% 0.08% $231,418

Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Mutual Fund SH SH BEN INT (MIN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,343,708 $11,337,081 -$118,658 $2.61 15
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