Security Snapshot

PUTNAM MASTER INTERMEDIATE INCOME TRUST - Common Stock (PIM) Institutional Ownership

CUSIP: 746909100

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

Latest Period

Q1 2026

Institutions Reporting

59

Shares (Excl. Options)

26,979,177

Price

$3.27

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+275,943
Value change
+$819,935
Number of holders
59
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
48,177,900
SEC-reported price per share
$3.23
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • PIM - PUTNAM MASTER INTERMEDIATE INCOME TRUST - Common Stock is tracked under CUSIP 746909100.
  • 59 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 59 to 5 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $88,163,841 to $4,330,315.

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 59 institutions filings for Q1 2026.

Open SEC evidence

Security key

746909100

Latest holder period

Q1 2026

13F holders

59

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
PIM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 47% +2.4% $75,041,898 +$1,678,789 22,739,969 +2.3% Sit Investment Associates, Inc. 26 Mar 2026

As of 31 Mar 2026, 59 institutional investors reported holding 26,979,177 shares of PUTNAM MASTER INTERMEDIATE INCOME TRUST - Common Stock (PIM). This represents 56% of the company’s total 48,177,900 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 47% 22,711,260 -0.08% 1.5% $74,266,000
PVG ASSET MANAGEMENT CORP 2.6% 1,231,891 +155% 2.9% $3,966,689
1607 Capital Partners, LLC 0.71% 342,922 0% 0.08% $1,121,355
ENVESTNET ASSET MANAGEMENT INC 0.53% 255,094 +13% 0% $834,157
SHEETS SMITH WEALTH MANAGEMENT 0.49% 238,084 -1.3% 0.09% $778,535
Focus Partners Wealth 0.39% 189,725 0% 0% $620,401
MORGAN STANLEY 0.36% 171,598 -0.62% 0% $561,128
Penbrook Management LLC 0.31% 147,063 0% 0.36% $480,896
GILL CAPITAL PARTNERS, LLC 0.29% 139,689 +1.3% 0.13% $456,783
Janney Montgomery Scott LLC 0.27% 132,145 +0.28% 0% $432,000
WealthTrust Axiom LLC 0.24% 116,000 +7.4% 0.09% $379,320
MELFA WEALTH MANAGEMENT, INC. 0.17% 80,925 0% 0.15% $264,625
LPL Financial LLC 0.15% 73,644 +4.6% 0% $240,817
ECLECTIC ASSOCIATES INC /ADV 0.15% 72,101 +35% 0.03% $235,770
ROYAL BANK OF CANADA 0.14% 68,749 +0.04% 0% $225,000
Allworth Financial LP 0.14% 66,272 0% 0% $216,710
COMMONWEALTH EQUITY SERVICES, LLC 0.13% 63,315 +1.3% 0% $207,040
Baird Financial Group, Inc. 0.13% 62,500 +112% 0% $204,375
Mezzasalma Advisors, LLC 0.11% 54,708 +2% 0.05% $178,895
NewEdge Advisors, LLC 0.11% 53,024 -33% 0% $173,390
Fortitude Advisory Group L.L.C. 0.11% 52,819 0% 0.08% $172,717
Ethos Financial Group, LLC 0.1% 46,659 0% 0.01% $155,841
INVICTUS PRIVATE WEALTH, LLC 0.09% 42,845 +2% 0.01% $140,103
Cetera Investment Advisers 0.08% 40,701 +2.1% 0% $133,092
HUB Investment Partners, LLC 0.08% 39,848 -3.4% 0% $130,302

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 1,340,655 $4,330,315 -$26,755 $3.23 5
2026 Q1 26,979,177 $88,163,841 +$819,935 $3.27 59
2025 Q4 26,738,975 $89,306,577 -$859,241 $3.34 60
2025 Q3 28,100,998 $96,664,102 +$2,282,897 $3.44 60
2025 Q2 27,466,094 $92,011,611 +$1,193,270 $3.35 58
2025 Q1 27,347,037 $90,789,556 +$155,965 $3.32 58
2024 Q4 27,301,915 $89,017,327 +$3,856,788 $3.26 56
2024 Q3 26,092,330 $88,453,739 +$629,241 $3.39 45
2024 Q2 25,952,937 $83,703,267 -$871,009 $3.22 48
2024 Q1 26,226,669 $83,909,161 +$1,383,223 $3.20 45
2023 Q4 25,795,933 $82,290,287 +$2,841,292 $3.19 53
2023 Q3 24,903,002 $75,212,733 +$3,060,952 $3.02 53
2023 Q2 23,876,095 $75,456,670 +$5,667,997 $3.16 51
2023 Q1 22,081,041 $70,222,036 +$4,216,220 $3.18 49
2022 Q4 20,722,133 $66,309,181 +$1,147,844 $3.20 49
2022 Q3 20,437,854 $66,424,250 +$4,273,857 $3.25 42
2022 Q2 19,099,854 $65,162,410 +$3,424,753 $3.41 43
2022 Q1 18,244,953 $65,319,546 +$2,800,272 $3.58 42
2021 Q4 17,432,524 $68,878,164 +$3,601,521 $3.95 46
2021 Q3 16,552,279 $67,363,442 -$566,496 $4.07 39
2021 Q2 16,685,587 $69,912,570 -$358,070 $4.19 48
2021 Q1 16,761,733 $72,407,688 +$4,984,516 $4.32 53
2020 Q4 15,561,978 $65,758,858 +$5,318,195 $4.23 57
2020 Q3 13,745,871 $56,496,330 +$4,738,062 $4.11 42
2020 Q2 12,596,997 $51,392,320 +$6,206,749 $4.08 44
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