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MFS Intermediate Inc Trust (MIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
INCREASED
Shares4,281,075 from 4,134,958
Change+146,117 (+4%)
Value$9.9M (-$281.3K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares714,115 from 978,962
Change-264,847 (-27%)
Value$1.7M (-$761.3K)
Filed 2026-11-06
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares219,928 from 219,928
Change0 (0%)
Value$510.2K (-$33.0K)
Filed 2026-10-15
Decision Investments, Inc
DECREASED
Shares171,900 from 172,900
Change-1,000 (-1%)
Value$398.8K (-$28.3K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares67,735 from 67,413
Change+322 (+0%)
Value$157.1K (-$9.4K)
Filed 2026-11-02
Oppenheimer & Co Inc
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$139.2K (-$9.0K)
Filed 2026-10-26
Melfa Wealth Management, Inc.
UNCHANGED
Shares34,133 from 34,133
Change0 (0%)
Value$79.2K (-$5.1K)
Filed 2026-11-06
Todd Wealth Management, LLC
DECREASED
Shares31,954 from 34,828
Change-2,874 (-8%)
Value$74.1K (-$11.9K)
Filed 2026-10-19
Choreo, LLC
UNCHANGED
Shares27,015 from 27,015
Change0 (0%)
Value$62.7K (-$4.1K)
Filed 2026-10-28
Compound Planning, Inc.
INCREASED
Shares25,982 from 25,884
Change+98 (+0%)
Value$60.3K (-$3.7K)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares18,450 from 17,577
Change+873 (+5%)
Value$42.8K (-$611)
Filed 2026-10-14
Register Financial Advisors LLC
INCREASED
Shares17,209 from 16,785
Change+424 (+3%)
Value$39.9K (-$1.5K)
Filed 2026-10-23
Wealth Quarterback LLC
UNCHANGED
Shares10,551 from 10,551
Change0 (0%)
Value$24.5K (-$1.6K)
Filed 2026-10-20
Rossmore Private Capital
UNCHANGED
Shares10,275 from 10,275
Change0 (0%)
Value$23.8K (-$1.5K)
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares5,820 from 6,878
Change-1,058 (-15%)
Value$13.5K (-$3.5K)
Filed 2026-10-08
Concord Wealth Partners
UNCHANGED
Shares3,857 from 3,857
Change0 (0%)
Value$8.9K (-$579)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares2,682 from 2,682
Change0 (0%)
Value$6.2K (-$402)
Filed 2026-10-26
Eastern Bank
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$3.7K (-$240)
Filed 2026-10-05
Trust Co of Vermont
NEW
Shares500
Change+500
Value$1.2K
Filed 2026-10-21
Shaker Financial Services, LLC
CLOSED
Shares0 from 142,034
Change-142,034 (-100%)
Value$0 (-$350.8K)
Filed 2026-10-14
Integrity Alliance, Llc.
CLOSED
Shares0 from 26,372
Change-26,372 (-100%)
Value$0 (-$65.1K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 22,393
Change-22,393 (-100%)
Value$0 (-$55.0K)
Filed 2026-11-02
StoneX Group Inc.
CLOSED
Shares0 from 16,861
Change-16,861 (-100%)
Value$0 (-$41.6K)
Filed 2026-11-03
Philadelphia Trust Co
CLOSED
Shares0 from 16,100
Change-16,100 (-100%)
Value$0 (-$40.0K)
Filed 2026-11-05
Rhodes Investment Advisors Inc
CLOSED
Shares0 from 15,200
Change-15,200 (-100%)
Value$0 (-$37.5K)
Filed 2026-10-07
Moors & Cabot, Inc.
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$32.1K)
Filed 2026-11-06
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$29.6K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$12.4K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
CLOSED
Shares0 from 1,771
Change-1,771 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-28
Clearstead Advisors, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-06
PFS Partners, LLC
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$877)
Filed 2026-11-03
Country Trust Bank
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$371)
Filed 2026-10-30
SIT Investment Associates Inc
N/A
Shares— from 33,381,994
Change-33,381,994 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 8,897,832
Change-8,897,832 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 5,323,675
Change-5,323,675 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,708,407
Change-4,708,407 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,057,827
Change-2,057,827 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,427,180
Change-1,427,180 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,104,329
Change-1,104,329 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 991,304
Change-991,304 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 725,969
Change-725,969 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 696,905
Change-696,905 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 601,200
Change-601,200 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 333,668
Change-333,668 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 314,646
Change-314,646 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 301,288
Change-301,288 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 235,530
Change-235,530 (-100%)
Value—
UBS Group AG
N/A
Shares— from 150,333
Change-150,333 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 136,417
Change-136,417 (-100%)
Value—
Stephens Inc
N/A
Shares— from 128,255
Change-128,255 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 104,232
Change-104,232 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 91,521
Change-91,521 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 91,319
Change-91,319 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 72,350
Change-72,350 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 70,810
Change-70,810 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 54,787
Change-54,787 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 54,647
Change-54,647 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 44,027
Change-44,027 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 42,763
Change-42,763 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 40,374
Change-40,374 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 40,089
Change-40,089 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 28,615
Change-28,615 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 27,170
Change-27,170 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 25,875
Change-25,875 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,828
Change-23,828 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 21,032
Change-21,032 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,800
Change-17,800 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,979
Change-14,979 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,455
Change-13,455 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,777
Change-12,777 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,333
Change-11,333 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,714
Change-10,714 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,225
Change-10,225 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 10,123
Change-10,123 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 599
Change-599 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 99
Change-99 (-100%)
Value—
Status
Allspring Global Investments Holdings, LLC
INCREASED4,281,0754,134,958+146,117+4%$10.2M$9.9M-$281.3K2026-11-04
LPL Financial LLC
DECREASED714,115978,962-264,847-27%$2.4M$1.7M-$761.3K2026-11-06
Fortitude Advisory Group L.L.C.
UNCHANGED219,928219,92800%$543.2K$510.2K-$33.0K2026-10-15
Decision Investments, Inc
DECREASED171,900172,900-1,000-1%$427.1K$398.8K-$28.3K2026-10-07
Commonwealth Equity Services, LLC
INCREASED67,73567,413+322+0%$166.5K$157.1K-$9.4K2026-11-02
Oppenheimer & Co Inc
UNCHANGED60,00060,00000%$148.2K$139.2K-$9.0K2026-10-26
Melfa Wealth Management, Inc.
UNCHANGED34,13334,13300%$84.3K$79.2K-$5.1K2026-11-06
Todd Wealth Management, LLC
DECREASED31,95434,828-2,874-8%$86.0K$74.1K-$11.9K2026-10-19
Choreo, LLC
UNCHANGED27,01527,01500%$66.7K$62.7K-$4.1K2026-10-28
Compound Planning, Inc.
INCREASED25,98225,884+98+0%$63.9K$60.3K-$3.7K2026-11-05
Advisory Solutions Group, LLC
INCREASED18,45017,577+873+5%$43.4K$42.8K-$6112026-10-14
Register Financial Advisors LLC
INCREASED17,20916,785+424+3%$41.5K$39.9K-$1.5K2026-10-23
Wealth Quarterback LLC
UNCHANGED10,55110,55100%$26.1K$24.5K-$1.6K2026-10-20
Rossmore Private Capital
UNCHANGED10,27510,27500%$25.4K$23.8K-$1.5K2026-10-27
Farther Finance Advisors, LLC
DECREASED5,8206,878-1,058-15%$17.0K$13.5K-$3.5K2026-10-08
Concord Wealth Partners
UNCHANGED3,8573,85700%$9.5K$8.9K-$5792026-11-02
Lanark Financial, Inc.
UNCHANGED2,6822,68200%$6.6K$6.2K-$4022026-10-26
Eastern Bank
UNCHANGED1,6001,60000%$4.0K$3.7K-$2402026-10-05
Trust Co of Vermont
NEW500—+500——$1.2K—2026-10-21
Shaker Financial Services, LLC
CLOSED0142,034-142,034-100%$350.8K$0-$350.8K2026-10-14
Integrity Alliance, Llc.
CLOSED026,372-26,372-100%$65.1K$0-$65.1K2026-10-29
Cambridge Investment Research Advisors, Inc.
CLOSED022,393-22,393-100%$55.0K$0-$55.0K2026-11-02
StoneX Group Inc.
CLOSED016,861-16,861-100%$41.6K$0-$41.6K2026-11-03
Philadelphia Trust Co
CLOSED016,100-16,100-100%$40.0K$0-$40.0K2026-11-05
Rhodes Investment Advisors Inc
CLOSED015,200-15,200-100%$37.5K$0-$37.5K2026-10-07
Moors & Cabot, Inc.
CLOSED013,000-13,000-100%$32.1K$0-$32.1K2026-11-06
Commonwealth Financial Services, LLC
CLOSED012,000-12,000-100%$29.6K$0-$29.6K2026-10-20
LifeSteps Financial, Inc.
CLOSED05,000-5,000-100%$12.4K$0-$12.4K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
CLOSED01,771-1,771-100%$4.4K$0-$4.4K2026-10-28
Clearstead Advisors, LLC
CLOSED0900-900-100%$2.2K$0-$2.2K2026-11-06
PFS Partners, LLC
CLOSED0625-625-100%$1.5K$0-$1.5K2026-10-21
JFS Wealth Advisors, LLC
CLOSED0355-355-100%$877$0-$8772026-11-03
Country Trust Bank
CLOSED0150-150-100%$371$0-$3712026-10-30
SIT Investment Associates Inc
N/A—33,381,994-33,381,994-100%$82.5M———
1607 Capital Partners, LLC
N/A—8,897,832-8,897,832-100%$22.0M———
Karpus Management, Inc.
N/A—5,323,675-5,323,675-100%$13.1M———
Ameriprise Financial Inc
N/A—4,708,407-4,708,407-100%$11.6M———
Osaic Holdings, Inc.
N/A—2,057,827-2,057,827-100%$5.1M———
Morgan Stanley
N/A—1,427,180-1,427,180-100%$3.5M———
Invesco Ltd.
N/A—1,104,329-1,104,329-100%$2.7M———
Bank of America Corp
N/A—991,304-991,304-100%$2.4M———
Raymond James Financial Inc
N/A—725,969-725,969-100%$1.8M———
Equitable Holdings, Inc.
N/A—696,905-696,905-100%$1.7M———
GatePass Capital, LLC
N/A—601,200-601,200-100%$1.5M———
Ameritas Advisory Services, LLC
N/A—333,668-333,668-100%$824.2K———
Focus Partners Wealth
N/A—314,646-314,646-100%$777.2K———
Advisors Asset Management, Inc.
N/A—301,288-301,288-100%$744.2K———
Kingsview Wealth Management, LLC
N/A—235,530-235,530-100%$581.8K———
UBS Group AG
N/A—150,333-150,333-100%$371.3K———
Tolleson Wealth Management, Inc.
N/A—136,417-136,417-100%$337.0K———
Stephens Inc
N/A—128,255-128,255-100%$316.8K———
Wells Fargo & Company
N/A—104,232-104,232-100%$257.5K———
Royal Bank of Canada
N/A—91,521-91,521-100%$226.0K———
Smith, Moore & Co.
N/A—91,319-91,319-100%$225.6K———
MAI Capital Management
N/A—85,000-85,000-100%$210.0K———
Dakota Wealth Management
N/A—72,350-72,350-100%$178.7K———
Susquehanna International Group, LLP
N/A—70,810-70,810-100%$174.9K———
Cresset Asset Management, LLC
N/A—54,787-54,787-100%$135.3K———
Captrust Financial Advisors
N/A—54,647-54,647-100%$135.0K———
Ethos Financial Group, LLC
N/A—44,027-44,027-100%$108.7K———
Two Sigma Securities, LLC
N/A—42,763-42,763-100%$105.6K———
Wealthspire Advisors, LLC
N/A—40,374-40,374-100%$99.7K———
Cetera Investment Advisers
N/A—40,089-40,089-100%$99.0K———
Evolve Private Wealth, LLC
N/A—30,000-30,000-100%$74.1K———
BTG Pactual Asset Management US LLC
N/A—28,615-28,615-100%$70.7K———
Benjamin Edwards Inc
N/A—27,170-27,170-100%$67.1K———
Cary Street Partners Financial LLC
N/A—25,875-25,875-100%$63.9K———
Sanctuary Advisors, LLC
N/A—23,828-23,828-100%$58.9K———
Argent Trust Co
N/A—21,032-21,032-100%$51.9K———
NewEdge Advisors, LLC
N/A—17,800-17,800-100%$44.0K———
Jane Street Group, LLC
N/A—14,979-14,979-100%$37.0K———
XTX Topco Ltd
N/A—13,455-13,455-100%$33.2K———
PFG Investments, LLC
N/A—12,777-12,777-100%$31.6K———
HighTower Advisors, LLC
N/A—11,333-11,333-100%$28.0K———
Advisory Services Network, LLC
N/A—10,714-10,714-100%$26.5K———
EP Wealth Advisors, LLC
N/A—10,225-10,225-100%$25.3K———
Clear Street Group Inc.
N/A—10,123-10,123-100%$25.0K———
Mariner, LLC
N/A—10,000-10,000-100%$24.7K———
Anchor Investment Management, LLC
N/A—4,000-4,000-100%$9.9K———
SHP Wealth Management
N/A—2,611-2,611-100%$6.4K———
Harbour Investments, Inc.
N/A—660-660-100%$1.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—599-599-100%$1.5K———
SOA Wealth Advisors, Llc.
N/A—500-500-100%$1.2K———
Bogart Wealth, LLC
N/A—333-333-100%$823———
BFC Planning, Inc.
N/A—99-99-100%$244———
Showing 85 of 85 institutions