Who Owns Putnam Master Intermediate Income Trust (PIM)?Hedge Fund & Institutional Holders

$3.18+0.00 (+0.00%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.500016121145101e+97T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$3.17$3.26$3.34$3.42$3.50Aug 24Jun 25Mar 26

PIM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SHEETS SMITH WEALTH MANAGEMENTNew Position+241K+$805K
Penbrook Management LLCNew Position+147K+$491K
GILL CAPITAL PARTNERS, LLCNew Position+138K+$460K
MELFA WEALTH MANAGEMENT, INC.New Position+81K+$270K
Mezzasalma Advisors, LLCNew Position+54K+$178K
ECLECTIC ASSOCIATES INC /ADVNew Position+54K+$178K
Fortitude Advisory Group L.L.C.New Position+53K+$176K
Ethos Financial Group, LLCNew Position+47K+$155K
Vestmark Advisory Solutions, Inc.New Position+28K+$92K
Blue Trust, Inc.New Position+25K+$84K
Integrity Advisory Solutions, LLCNew Position+22K+$73K
M3 Wealth Management, LLCNew Position+20K+$67K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+14K+$44K
WealthShield Partners, LLCNew Position+13K+$43K
Chicago Partners Investment Group LLCNew Position+11K+$34K

PIM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Sheets Smith Investment ManagementClosed Position-1.1M-$3.8B
1607 Capital Partners, LLCDecreased-75K-$1.4B
Consolidated Portfolio Review CorpClosed Position-367K-$1.3B
MORGAN STANLEYDecreased-42K-$739.7M
Kovitz Investment Group Partners, LLCClosed Position-190K-$652.7M
STIFEL FINANCIAL CORPDecreased-71K-$300.9M
NewEdge Advisors, LLCDecreased-2K-$280.5M
INVICTUS PRIVATE WEALTH, LLCDecreased-35K-$264.3M
LPL Financial LLCDecreased-735-$244.7M
ROYAL BANK OF CANADADecreased-2K-$244.0M
UBS Group AGDecreased-2K-$87.9M
COLDSTREAM CAPITAL MANAGEMENT INCClosed Position-22K-$76.4M
Northstar Financial Companies, Inc.Closed Position-20K-$69.6M
WELLS FARGO & COMPANY/MNDecreased-729-$18.4M
BANK OF AMERICA CORP /DE/Decreased-339-$12.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC22,729,288$75.0M1.50%Share
2PVG ASSET MANAGEMENT CORP482,759$1.6M3.43%Share
31607 Capital Partners, LLC342,922$1.1M0.08%Share
4Summit Financial, LLC592,051$1.0M0.01%Share
5SHEETS SMITH WEALTH MANAGEMENT241,227$805K0.09%Share
6Penbrook Management LLC147,063$491K0.34%Share
7GILL CAPITAL PARTNERS, LLC137,896$460K0.14%Share
8WealthTrust Axiom LLC108,000$360K0.09%Share
9MELFA WEALTH MANAGEMENT, INC.80,925$270K0.16%Share
10Allworth Financial LP66,272$221K0.00%Share
11ECLECTIC ASSOCIATES INC /ADV53,581$178K0.03%Share
12Mezzasalma Advisors, LLC53,629$178K0.04%Share
13Fortitude Advisory Group L.L.C.52,819$176K0.07%Share
14Ethos Financial Group, LLC46,659$155K0.01%Share
15Weaver Consulting Group42,000$140K0.03%Share
16INVICTUS PRIVATE WEALTH, LLC42,000$140K0.01%Share
17Vestmark Advisory Solutions, Inc.27,700$92K0.00%Share
18COMERICA BANK25,892$86K0.00%Share
19Blue Trust, Inc.25,260$84K0.00%Share
20UBS Group AG23,184$77K0.00%Share
21Integrity Advisory Solutions, LLC21,899$73K0.01%Share
22Balefire, LLC21,120$70K0.01%Share
23Stratos Wealth Partners, LTD.20,659$69K0.00%Share
24M3 Wealth Management, LLC20,245$67K0.05%Share
25Graves Light Lenhart Wealth, Inc.14,300$47K0.00%Share
26Koshinski Asset Management, Inc.14,000$46K0.00%Share
27WealthShield Partners, LLC13,000$43K0.00%Share
28SHUFRO ROSE & CO LLC11,000$36K0.00%Share
29Gridiron Partners, LLC10,507$35K0.02%Share
30Chicago Partners Investment Group LLC10,600$34K0.00%Share
31Key FInancial Inc9,500$31K0.01%Share
32COMERICA BANK9,200$30K0.00%Share
33Global Wealth Strategies & Associates9,220$30K0.01%Share
34LANDSCAPE CAPITAL MANAGEMENT, L.L.C.7,039$23K0.00%Share
35Karpus Management, Inc.5,000$16K0.00%Share
36LANDSCAPE CAPITAL MANAGEMENT, L.L.C.3,959$13K0.00%Share
37LANDSCAPE CAPITAL MANAGEMENT, L.L.C.2,617$8K0.00%Share
38Measured Wealth Private Client Group, LLC2,500$8K0.00%Share
39HIGHLINE WEALTH PARTNERS LLC600$2K0.00%Share
40HARBOUR INVESTMENTS, INC.339$1K0.00%Share
41Global Retirement Partners, LLC649$00.00%Share
42Cambridge Investment Research Advisors, Inc.17,008$00.00%Share
43Atria Investments, Inc16,087$00.00%Share
44MORGAN STANLEY1$00.00%Share
45MORGAN STANLEY172,668$00.00%Share
46OSAIC HOLDINGS, INC.26,088$00.00%Share
47Greenline Wealth Management LLC0$00.00%Share
48NewEdge Advisors, LLC79,530$00.00%Share
49Hilton Head Capital Partners, LLC2$00.00%Share
50CoreCap Advisors, LLC130$00.00%Share

PIM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202563$83.4M+22
Q3 202541$12.1B-13
Q2 202554$11.1B-5
Q1 202559$13.4B+11
Q4 202448$239.1B+15
Q3 202433$3.9T-4
Q2 202437$6.9T+4
Q1 202433$7.4T—

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As of Q4 2025, 50 institutional investors hold PIM (Putnam Master Intermediate Income Trust). The largest holder is SIT INVESTMENT ASSOCIATES INC with $75.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own PIM?

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

Who is the largest institutional holder of PIM?

The largest institutional holder of PIM is SIT INVESTMENT ASSOCIATES INC with $75.0M in shares.

Is institutional ownership of PIM increasing or decreasing?

This quarter, 15 institutions opened new positions in PIM and 5 closed their positions.