Who Owns MFS Intermediate Income Trust (MIN)?Hedge Fund & Institutional Holders

$2.53-0.02 (-0.78%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.6230000100000006e+227T

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$2.51$2.58$2.65$2.72$2.79Aug 24Jun 25Mar 26

MIN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+78K+$2.0B
AMERIPRISE FINANCIAL INCIncreased+725K+$1.3B
Fortitude Advisory Group L.L.C.New Position+228K+$594.0M
Shaker Financial Services, LLCNew Position+134K+$349.0M
STEPHENS INC /AR/New Position+124K+$324.0M
OPPENHEIMER & CO INCNew Position+70K+$182.0M
Ethos Financial Group, LLCNew Position+45K+$117.0M
MELFA WEALTH MANAGEMENT, INC.New Position+34K+$89.0M
Penbrook Management LLCNew Position+19K+$48.0M
Compound Planning, Inc.New Position+17K+$44.0M
Register Financial Advisors LLCNew Position+16K+$41.0M
PFG Investments, LLCNew Position+13K+$34.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+13K+$32.0M
Wealth Quarterback LLCNew Position+11K+$27.0M
BRAVE ASSET MANAGEMENT INCNew Position+10K+$26.0M

MIN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Karpus Management, Inc.Closed Position-4.6M-$12.4B
1607 Capital Partners, LLCDecreased-1.2M-$3.6B
Advisors Asset Management, Inc.Decreased-4K-$817.9M
Kingsview Wealth Management, LLCDecreased-19K-$716.0M
Kovitz Investment Group Partners, LLCClosed Position-204K-$547.0M
WELLS FARGO & COMPANY/MNDecreased-60K-$451.8M
EVOKE WEALTH, LLCDecreased-53K-$444.9M
Invesco Ltd.Decreased-84K-$298.7M
NewEdge Advisors, LLCDecreased-2K-$164.6M
JANE STREET GROUP, LLCDecreased-19K-$123.3M
AlphaCore Capital LLCClosed Position-41K-$110.4M
Moors & Cabot, Inc.Decreased-13K-$108.3M
Integrated Wealth Concepts LLCClosed Position-15K-$39.3M
CARY STREET PARTNERS FINANCIAL LLCDecreased-10K-$28.9M
INTEGRITY ALLIANCE, LLC.Decreased-8K-$23.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
11607 Capital Partners, LLC6,218,476$16.2B1.11%Share
2AMERIPRISE FINANCIAL INC3,957,679$10.0B0.00%Share
3OSAIC HOLDINGS, INC.2,107,608$5.0B0.01%Share
4Invesco Ltd.1,067,063$2.8B0.00%Share
5BANK OF AMERICA CORP /DE/975,993$2.0B0.00%Share
6Equitable Holdings, Inc.701,847$1.0B0.01%Share
7WELLS FARGO & COMPANY/MN436,851$1.0B0.00%Share
8Fortitude Advisory Group L.L.C.227,811$594.0M0.25%Share
9UBS Group AG143,482$374.0M0.00%Share
10Shaker Financial Services, LLC134,091$349.0M0.11%Share
11STEPHENS INC /AR/124,255$324.0M0.00%Share
12OPPENHEIMER & CO INC70,000$182.0M0.00%Share
13SMITH, MOORE & CO.54,019$140.0M0.01%Share
14Ethos Financial Group, LLC45,083$117.0M0.01%Share
15MELFA WEALTH MANAGEMENT, INC.34,133$89.0M0.05%Share
16SIT INVESTMENT ASSOCIATES INC29,167,975$76.0M1.52%Share
17CARY STREET PARTNERS FINANCIAL LLC25,875$67.0M0.00%Share
18INTEGRITY ALLIANCE, LLC.25,761$67.0M0.00%Share
19UBS Group AG19,230$50.0M0.00%Share
20Penbrook Management LLC18,750$48.0M0.03%Share
21Compound Planning, Inc.17,213$44.0M0.00%Share
22Register Financial Advisors LLC16,044$41.0M0.02%Share
23Farther Finance Advisors, LLC14,727$38.0M0.00%Share
24PFG Investments, LLC13,252$34.0M0.00%Share
25Wealth Quarterback LLC10,551$27.0M0.01%Share
26BRAVE ASSET MANAGEMENT INC10,000$26.0M0.01%Share
27LANDSCAPE CAPITAL MANAGEMENT, L.L.C.6,811$17.0M0.00%Share
28Allspring Global Investments Holdings, LLC4,134,958$10.8M0.02%Share
29Anchor Investment Management, LLC4,000$10.4M0.00%Share
30Concord Wealth Partners3,857$10.0M0.00%Share
31LANDSCAPE CAPITAL MANAGEMENT, L.L.C.3,799$9.0M0.00%Share
32LANDSCAPE CAPITAL MANAGEMENT, L.L.C.2,498$6.0M0.00%Share
33Marshall & Sterling Wealth Advisors Inc.1,771$4.0M0.00%Share
34EASTERN BANK1,600$4.0M0.00%Share
35MORGAN STANLEY1,241,675$3.0M0.00%Share
36LPL Financial LLC1,048,765$2.0M0.00%Share
37Sunbelt Securities, Inc.1,000$2.0M0.00%Share
38SOA Wealth Advisors, LLC.500$1.0M0.00%Share
39ALBION FINANCIAL GROUP /UT631$1.0M0.00%Share
40PFS Partners, LLC597$1.0M0.00%Share
41Ameritas Advisory Services, LLC265,118$691K0.03%Share
42DECISION INVESTMENTS, INC152,900$399K0.44%Share
43Tolleson Wealth Management, Inc.129,626$338K0.05%Share
44Dakota Wealth Management60,600$158K0.00%Share
45CHOREO, LLC27,015$71K0.00%Share
46BENJAMIN EDWARDS INC27,170$70K0.00%Share
47Sanctuary Advisors, LLC23,828$64K0.00%Share
48Sanctuary Advisors, LLC23,800$64K0.00%Share
49Sanctuary Advisors, LLC23,800$64K0.00%Share
50Sanctuary Advisors, LLC23,828$62K0.00%Share

MIN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202582$40.8B+31
Q3 202551$62.0B-25
Q2 202576$60.9B-12
Q1 202588$68.3B+11
Q4 202477$1.8T+7
Q3 202470$2.9T+5
Q2 202465$1.8T+0
Q1 202465$65.5T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold MIN (MFS Intermediate Income Trust). The largest holder is 1607 Capital Partners, LLC with $16.2B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own MIN?

As of Q4 2025, 50 institutional investors report holding MIN (MFS Intermediate Income Trust) in their 13F filings.

Who is the largest institutional holder of MIN?

The largest institutional holder of MIN is 1607 Capital Partners, LLC with $16.2B in shares.

Is institutional ownership of MIN increasing or decreasing?

This quarter, 13 institutions opened new positions in MIN and 4 closed their positions.