Security key
55273C107
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,966,122
- Total 13F shares
- 59,583,092
- Share change
- -423,191
- Total reported value
- $159,646,484
- Price per share
- $2.68
- Number of holders
- 84
- Value change
- -$1,137,796
- Number of buys
- 26
- Number of sells
- 28
Report period
Q3 2025
Institutions
84
Top holders
10
MIN full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
MFS INTERMEDIATE INCOME TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 55273C107
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. |
13D/G
13F
|
Company |
4.6%
|
5,209,971
|
$13,962,722 | $0 | 30 Apr 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
13D/G
|
Company |
3.7%
from 13D/G
|
7,032,332
|
$19,057,620 | — | 30 Jun 2025 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
23%
|
26,308,365
|
$71,296,000 | — | 30 Jun 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
6.7%
|
7,651,184
|
$20,734,709 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
2.7%
|
3,026,256
|
$8,190,662 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
1.8%
|
2,080,926
|
$5,639,281 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.99%
|
1,124,612
|
$3,047,699 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.98%
|
1,122,280
|
$3,041,379 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.72%
|
820,164
|
$2,222,643 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.62%
|
712,130
|
$1,929,872 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.48%
|
544,048
|
$1,474,372 | — | 30 Jun 2025 | |
| Equitable Holdings, Inc. |
13F
|
Company |
0.44%
|
507,027
|
$1,374,043 | — | 30 Jun 2025 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.29%
|
328,000
|
$888,880 | — | 30 Jun 2025 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
0.29%
|
326,965
|
$886,075 | — | 30 Jun 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.26%
|
290,700
|
$787,797 | — | 30 Jun 2025 | |
| M Holdings Securities, Inc. |
13F
|
Company |
0.23%
|
260,817
|
$703,000 | — | 30 Jun 2025 | |
| Kingsview Wealth Management, LLC |
13F
|
Company |
0.22%
|
246,860
|
$668,992 | — | 30 Jun 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.2%
|
231,571
|
$627,557 | — | 30 Jun 2025 | |
| Fortitude Advisory Group L.L.C. |
13F
|
Company |
0.2%
|
227,811
|
$617,368 | — | 30 Jun 2025 | |
| NorthCoast Asset Management LLC |
13F
|
Company |
0.18%
|
204,095
|
$553,099 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.12%
|
132,779
|
$359,830 | — | 30 Jun 2025 | |
| Tolleson Wealth Management, Inc. |
13F
|
Company |
0.11%
|
129,626
|
$351,286 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.1%
|
114,312
|
$310,000 | — | 30 Jun 2025 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.09%
|
103,755
|
$281,176 | — | 30 Jun 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.07%
|
81,150
|
$219,917 | — | 30 Jun 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.06%
|
70,000
|
$189,700 | — | 30 Jun 2025 | |
| Dakota Wealth Management |
13F
|
Company |
0.06%
|
65,553
|
$177,649 | — | 30 Jun 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.06%
|
64,497
|
$174,787 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.05%
|
61,401
|
$166,397 | — | 30 Jun 2025 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.05%
|
58,119
|
$157,502 | — | 30 Jun 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.05%
|
57,663
|
$156,267 | — | 30 Jun 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.05%
|
54,647
|
$148,093 | — | 30 Jun 2025 | |
| Ethos Financial Group, LLC |
13F
|
Company |
0.04%
|
51,171
|
$138,673 | — | 30 Jun 2025 | |
| Moors & Cabot, Inc. |
13F
|
Company |
0.04%
|
50,397
|
$136,576 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.04%
|
48,016
|
$130,000 | — | 30 Jun 2025 | |
| Cresset Asset Management, LLC |
13F
|
Company |
0.04%
|
46,200
|
$125,202 | — | 30 Jun 2025 | |
| Wealthspire Advisors, LLC |
13F
|
Company |
0.04%
|
43,025
|
$116,598 | — | 30 Jun 2025 | |
| AlphaCore Capital LLC |
13F
|
Company |
0.04%
|
41,200
|
$111,652 | — | 30 Jun 2025 | |
| Focus Partners Wealth |
13F
|
Company |
0.03%
|
39,100
|
$105,961 | — | 30 Jun 2025 | |
| CARY STREET PARTNERS FINANCIAL LLC |
13F
|
Company |
0.03%
|
35,800
|
$97,018 | — | 30 Jun 2025 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.03%
|
34,133
|
$92,501 | — | 30 Jun 2025 | |
| MISSION WEALTH MANAGEMENT, LP |
13F
|
Company |
0.03%
|
30,318
|
$82,162 | — | 30 Jun 2025 | |
| BTG Pactual Asset Management US LLC |
13F
|
Company |
0.03%
|
28,615
|
$77,547 | — | 30 Jun 2025 | |
| Penbrook Management LLC |
13F
|
Company |
0.02%
|
27,093
|
$73,422 | — | 30 Jun 2025 | |
| CHOREO, LLC |
13F
|
Company |
0.02%
|
27,015
|
$73,211 | — | 30 Jun 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.02%
|
26,827
|
$73,000 | — | 30 Jun 2025 | |
| Argent Trust Co |
13F
|
Company |
0.02%
|
26,000
|
$70,460 | — | 30 Jun 2025 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.02%
|
25,710
|
$69,674 | — | 30 Jun 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.02%
|
25,050
|
$67,886 | — | 30 Jun 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.02%
|
24,112
|
$65,000 | — | 30 Jun 2025 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q3 2025
As of 30 Sep 2025,
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by
84 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
59,583,092 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, 1607 Capital Partners, LLC, Karpus Management, Inc., Allspring Global Investments Holdings, LLC, AMERIPRISE FINANCIAL INC, OSAIC HOLDINGS, INC., Invesco Ltd., MORGAN STANLEY, LPL Financial LLC, and BANK OF AMERICA CORP /DE/.
This page lists
84
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
86
Q3 2025 holders
84
Holder diff
-2
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.