MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,713,691
- Total 13F shares
- 59,994,205
- Share change
- +2,205,758
- Total reported value
- $162,569,188
- Price per share
- $2.71
- Number of holders
- 86
- Value change
- +$5,976,534
- Number of buys
- 29
- Number of sells
- 28
Quarterly Holders Quick Answers
What is CUSIP 55273C107?
CUSIP 55273C107 identifies MIN - MFS INTERMEDIATE INCOME TRUST - Common Stock in SEC institutional holdings data.
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Recent filing periods for CUSIP 55273C107:
Top shareholders of MIN - MFS INTERMEDIATE INCOME TRUST - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
21%
|
24,419,462
|
$65,688,000 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
6.6%
|
7,518,727
|
$20,225,376 | — | 31 Mar 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
6.5%
|
7,370,555
|
$19,826,793 | — | 31 Mar 2025 | |
| Karpus Management, Inc. |
13F
13D/G
|
Company |
4.6%
from 13D/G
|
7,049,977
|
$18,964,438 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
2.6%
|
2,946,786
|
$7,926,588 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
1,386,833
|
$3,730,588 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.97%
|
1,100,032
|
$2,959,086 | — | 31 Mar 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.74%
|
840,907
|
$2,262,039 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.59%
|
668,444
|
$1,798,115 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.48%
|
540,598
|
$1,454,211 | — | 31 Mar 2025 | |
| Equitable Holdings, Inc. |
13F
|
Company |
0.42%
|
479,574
|
$1,290,054 | — | 31 Mar 2025 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.29%
|
328,000
|
$882,320 | — | 31 Mar 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.25%
|
286,200
|
$769,878 | — | 31 Mar 2025 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
0.22%
|
249,508
|
$663,691 | — | 31 Mar 2025 | |
| Kingsview Wealth Management, LLC |
13F
|
Company |
0.22%
|
245,680
|
$660,880 | — | 31 Mar 2025 | |
| Fortitude Advisory Group L.L.C. |
13F
|
Company |
0.2%
|
227,811
|
$603,699 | — | 31 Mar 2025 | |
| Transform Wealth, LLC |
13F
|
Company |
0.18%
|
201,094
|
$540,943 | — | 31 Mar 2025 | |
| Tolleson Wealth Management, Inc. |
13F
|
Company |
0.11%
|
129,626
|
$348,694 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.11%
|
124,848
|
$335,832 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.11%
|
119,781
|
$322,210 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.1%
|
118,274
|
$318,000 | — | 31 Mar 2025 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.1%
|
115,755
|
$311,381 | — | 31 Mar 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.08%
|
93,900
|
$252,591 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.07%
|
74,344
|
$199,985 | — | 31 Mar 2025 | |
| Moors & Cabot, Inc. |
13F
|
Company |
0.06%
|
73,629
|
$198,062 | — | 31 Mar 2025 | |
| INTEGRITY ALLIANCE, LLC. |
13F
|
Company |
0.06%
|
73,067
|
$196,550 | — | 31 Mar 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.06%
|
70,000
|
$188,300 | — | 31 Mar 2025 | |
| Dakota Wealth Management |
13F
|
Company |
0.06%
|
65,553
|
$176,338 | — | 31 Mar 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.05%
|
59,577
|
$160,262 | — | 31 Mar 2025 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.05%
|
58,119
|
$156,340 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.05%
|
56,932
|
$153,147 | — | 31 Mar 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.05%
|
54,749
|
$147,000 | — | 31 Mar 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.05%
|
54,647
|
$147,000 | — | 31 Mar 2025 | |
| Ethos Financial Group, LLC |
13F
|
Company |
0.04%
|
51,171
|
$137,650 | — | 31 Mar 2025 | |
| Cresset Asset Management, LLC |
13F
|
Company |
0.04%
|
46,200
|
$124,278 | — | 31 Mar 2025 | |
| AlphaCore Capital LLC |
13F
|
Company |
0.04%
|
42,200
|
$113,518 | — | 31 Mar 2025 | |
| Focus Partners Wealth |
13F
|
Company |
0.03%
|
39,100
|
$105,179 | — | 31 Mar 2025 | |
| Penbrook Management LLC |
13F
|
Company |
0.03%
|
35,893
|
$96,552 | — | 31 Mar 2025 | |
| CARY STREET PARTNERS FINANCIAL LLC |
13F
|
Company |
0.03%
|
35,800
|
$96,302 | — | 31 Mar 2025 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.03%
|
34,133
|
$91,818 | — | 31 Mar 2025 | |
| MISSION WEALTH MANAGEMENT, LP |
13F
|
Company |
0.03%
|
29,830
|
$80,242 | — | 31 Mar 2025 | |
| BTG Pactual Asset Management US LLC |
13F
|
Company |
0.03%
|
28,615
|
$76,974 | — | 31 Mar 2025 | |
| TOWNSQUARE CAPITAL LLC |
13F
|
Company |
0.02%
|
28,143
|
$75,705 | — | 31 Mar 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.02%
|
27,631
|
$74,000 | — | 31 Mar 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.02%
|
27,456
|
$74,000 | — | 31 Mar 2025 | |
| CHOREO, LLC |
13F
|
Company |
0.02%
|
27,390
|
$73,679 | — | 31 Mar 2025 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.02%
|
25,597
|
$68,855 | — | 31 Mar 2025 | |
| Argent Trust Co |
13F
|
Company |
0.02%
|
25,000
|
$67,250 | — | 31 Mar 2025 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
0.02%
|
23,800
|
$64,022 | — | 31 Mar 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.02%
|
20,370
|
$54,796 | — | 31 Mar 2025 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q2 2025
As of 30 Jun 2025,
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by
86 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
59,994,205 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, 1607 Capital Partners, LLC, Allspring Global Investments Holdings, LLC, Karpus Management, Inc., AMERIPRISE FINANCIAL INC, OSAIC HOLDINGS, INC., MORGAN STANLEY, Invesco Ltd., LPL Financial LLC, and BANK OF AMERICA CORP /DE/.
This page lists
87
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
89
Q2 2025 holders
86
Holder diff
-3
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.