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MFS Intermediate Inc Trust (MIN)

CUSIP: 55273C107 | US | Financial Services · Asset Management | Micro Cap | 400 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ASIT Investment Associates Inc35,389,54631.1%New 5%+ stakeSep 29, 202691d ahead of 13F (33,381,994 sh) · +2,007,552
13D/ASIT Fixed Income Advisors II LLC34,000,52129.9%+1,178,278Aug 10, 2026No 13F filer matched
13G/ASIT Investment Associates Inc35,389,546
31.1% of class · Sep 29, 2026New 5%+ stake
91d ahead of 13F (33,381,994 sh) · +2,007,552
13D/ASIT Fixed Income Advisors II LLC34,000,521
29.9% of class · Aug 10, 2026+1,178,278
No 13F filer matched

Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC4,281,075
0.0% of portfolio›$9.9M
Fortitude Advisory Group L.L.C.219,928
0.2% of portfolio›$510.2K
Decision Investments, Inc171,900
0.4% of portfolio›$398.8K
Commonwealth Equity Services, LLC67,735
0.0% of portfolio›$157.1K
Oppenheimer & Co Inc60,000
0.0% of portfolio›$139.2K
Todd Wealth Management, LLC31,954
0.1% of portfolio›$74.1K
Choreo, LLC27,015
0.0% of portfolio›$62.7K
Compound Planning, Inc.25,982
0.0% of portfolio›$60.3K
Advisory Solutions Group, LLC18,450
0.0% of portfolio›$42.8K
Register Financial Advisors LLC17,209
0.0% of portfolio›$39.9K
Wealth Quarterback LLC10,551
0.0% of portfolio›$24.5K
Rossmore Private Capital10,275
0.0% of portfolio›$23.8K
Farther Finance Advisors, LLC5,820
0.0% of portfolio›$13.5K
Concord Wealth Partners3,857
0.0% of portfolio›$8.9K
Lanark Financial, Inc.2,682
0.0% of portfolio›$6.2K
Eastern Bank1,600
0.0% of portfolio›$3.7K
Trust Co of Vermont500
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
4,281,075$9.9M0.0%CoreMediumCharlotte, NC2026-11-04
Fortitude Advisory Group L.L.C.
219,928$510.2K0.2%GrowthMediumGig Harbor, WA2026-10-15
Decision Investments, Inc
171,900$398.8K0.4%GrowthLowSan Diego, CA2026-10-07
Commonwealth Equity Services, LLC
67,735$157.1K0.0%ETFLowWaltham, MA2026-11-02
Oppenheimer & Co Inc
60,000$139.2K0.0%CoreLowNew York, NY2026-10-26
Todd Wealth Management, LLC
31,954$74.1K0.1%GARPVery LowVenice, FL2026-10-19
Choreo, LLC
27,015$62.7K0.0%IndexLowRockford, IL2026-10-28
Compound Planning, Inc.
25,982$60.3K0.0%CoreLowNew York, NY2026-11-05
Advisory Solutions Group, LLC
18,450$42.8K0.0%ETFN/APlymouth, MN2026-10-14
Register Financial Advisors LLC
17,209$39.9K0.0%GARPLowAtlanta, GA2026-10-23
Wealth Quarterback LLC
10,551$24.5K0.0%ETFMediumToms River, NJ2026-10-20
Rossmore Private Capital
10,275$23.8K0.0%CoreLowGlastonbury, CT2026-10-27
Farther Finance Advisors, LLC
5,820$13.5K0.0%IndexLowSan Francisco, CA2026-10-08
Concord Wealth Partners
3,857$8.9K0.0%GrowthLowAbingdon, VA2026-11-02
Lanark Financial, Inc.
2,682$6.2K0.0%CoreMediumBirmingham, AL2026-10-26
Eastern Bank
1,600$3.7K0.0%GrowthMediumBoston, MA2026-10-05
Trust Co of Vermont
500$1.2K0.0%CoreVery LowBrattleboro, VT2026-10-21