$PIM

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$PIM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 48.2M shares outstanding

Who owns PIM?

By type of holder

Institutions 57.5% Everyone else 42.5%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 54.2%

Sit Investment Associates Inc 47.1% · PVG Asset Management Corp 2.6%

Institutional ownership

57.5%

+1.5 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

+742.2K

by institutions in Q2 2026

New / sold out

13 / 14

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Summit Financial, LLC NEW +879.7K
Shaker Financial Services, LLC NEW +219.8K

Biggest sellers in Q2 2026

Envestnet Asset Management Inc −126.2K
1607 Capital Partners, LLC −121.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Franklin Master Intermediate Income Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Franklin Master Intermediate Income Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years85% 3–5 years2% 1–3 years2% Under 1 year11%

Quarterly turnover

3.4%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting PIM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SI Sit Investment Associates Inc	22.7M	47.08%	−29.3K (−0.1%)	≤2021	1.4%
Shares held by quarter Peak holding23.6M (Q2'25) Change over 8 quarters−79.3K Share of the company47.080% Sit Investment Associates Inc's full portfolio →
PA PVG Asset Management Corp	1.2M	2.56%	+3.1K (+0.3%)	Q3 '25	2.3%
Shares held by quarter Peak holding1.2M (Q2'26) Change over 8 quarters+1.2M Share of the company2.560% PVG Asset Management Corp's full portfolio →

Sit Investment Associates Inc

22.7M

% of company

47.08%

Change vs last qtr

−29.3K (−0.1%)

Held since

≤2021

PVG Asset Management Corp

1.2M

% of company

2.56%

Change vs last qtr

+3.1K (+0.3%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding Franklin Master Intermediate Income Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PIM on Form N-PORT; together they hold 0.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SB Sit Balanced Fund Sit Mutual Funds Inc	$215K	66.5K	0.14%	0.28%	June 30, 2026
MS Multi-Hedge Strategies Fund Rydex Variable Trust	$2.17K	671	0.00%	0.01%	June 30, 2026

Sit Balanced Fund

Sit Mutual Funds Inc

Position value

$215K

% of company

0.14%

% of the fund

0.28%

As of

June 30, 2026

Multi-Hedge Strategies Fund

Rydex Variable Trust

Position value

$2.17K

% of company

0.00%

% of the fund

0.01%

As of

June 30, 2026

1 more funds behind a free account

See every fund holding Franklin Master Intermediate Income Trust and how much of the fund the position is.

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