MFS Intermediate Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 29.17 M | $76.13 M | 0.74% | 25.63% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 6.22 M | $16.23 M | -16.02% | 5.46% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 4.39 M | $11.45 M | -5.47% | 3.85% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 4.13 M | $10.79 M | -0.89% | 3.63% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 3.96 M | $10.33 M | 22.42% | 3.48% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.11 M | $5.50 M | 3.59% | 1.85% |
| MORGAN STANLEY | 02/13/2026 | 1.24 M | $3.25 M | 18.61% | 1.09% |
| INVESCO LTD. | 02/19/2026 | 1.07 M | $2.79 M | -7.26% | 0.94% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.05 M | $2.74 M | 1.68% | 0.92% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 976.99 K | $2.55 M | 8.71% | 0.86% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 701.85 K | $1.83 M | 20.85% | 0.62% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 481.96 K | $1.26 M | -11.03% | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 359.35 K | $937.89 K | 77.68% | 0.32% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 342.35 K | $893.53 K | 8.73% | 0.30% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 301.55 K | $787.05 K | -1.19% | 0.27% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 265.12 K | $691.96 K | -21.11% | 0.23% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 248.31 K | $648.10 K | -7.06% | 0.22% |
| COLONY GROUP, LLC | 02/13/2026 | 243.19 K | $634.74 K | 521.98% | 0.21% |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 227.81 K | $594.59 K | 0.00% | 0.20% |
| UBS GROUP AG | 01/29/2026 | 162.71 K | $424.68 K | 3.92% | 0.14% |
| 02/17/2026 | 152.90 K | $399.07 K | 100.00% | 0.13% | |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 134.09 K | $349.98 K | 55.29% | 0.12% |
| TOLLESON WEALTH MANAGEMENT, INC. | 02/17/2026 | 129.63 K | $338.32 K | 0.00% | 0.11% |
| STEPHENS INC /AR/ | 02/05/2026 | 124.26 K | $324.31 K | 3.33% | 0.11% |
| ROYAL BANK OF CANADA | 02/17/2026 | 118.98 K | $311.00 K | 0.95% | 0.10% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 34.13 K | $89.09 K | 0.00% | 0.03% |
| CITADEL ADVISORS LLC | 02/17/2026 | 113.75 K | $296.89 K | 100.00% | 0.10% |
| EVOKE WEALTH, LLC | 02/06/2026 | 113.00 K | $294.93 K | -31.93% | 0.10% |
| OPPENHEIMER & CO INC | 02/02/2026 | 70.00 K | $182.70 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 68.42 K | $178.58 K | 127.29% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 67.02 K | $174.93 K | 131.81% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 61.85 K | $161.42 K | 167.47% | 0.05% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 60.60 K | $158.17 K | 0.00% | 0.05% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 59.10 K | $154.25 K | -3.75% | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 58.14 K | $151.74 K | 6.39% | 0.05% |
| SMITH, MOORE & CO. | 01/23/2026 | 54.02 K | $140.99 K | 0.00% | 0.05% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 46.20 K | $120.58 K | 0.00% | 0.04% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 45.08 K | $117.67 K | -1.17% | 0.04% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 43.03 K | $112.30 K | 0.00% | 0.04% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 02/17/2026 | 28.62 K | $77.55 K | 0.00% | 0.03% |
| MOORS & CABOT, INC. | 02/10/2026 | 27.90 K | $72.81 K | -30.94% | 0.02% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 27.17 K | $70.91 K | 34.71% | 0.02% |
| CHOREO, LLC | 01/23/2026 | 27.02 K | $71.57 K | 0.00% | 0.02% |
| JANE STREET GROUP, LLC | 02/12/2026 | 26.92 K | $70.27 K | -41.46% | 0.02% |
| ARGENT TRUST CO | 02/10/2026 | 26.00 K | $67.86 K | 0.00% | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 25.88 K | $67.53 K | -27.72% | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 25.76 K | $67.24 K | -23.47% | 0.02% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 23.83 K | $62.19 K | 0.00% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 21.90 K | $57.00 K | 0.57% | 0.02% |
| PENBROOK MANAGEMENT LLC | 01/06/2026 | 18.75 K | $48.94 K | -27.02% | 0.02% |
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MFS Intermediate Income Trust institutional Ownership - FAQ's
During the previous two years, 140 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 29.17 M
1607 Capital Partners, LLC: 6.22 M
Karpus Management, Inc.: 4.39 M
Allspring Global Investments Holdings, LLC: 4.13 M
AMERIPRISE FINANCIAL INC: 3.96 M
ADVISOR GROUP HOLDINGS, INC.: 2.11 M
52.46% of MFS Intermediate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 74.12 M shares in the last 24 months. This purchase volume represents approximately $192.72 M in transactions.