MFS INTERMEDIATE INC TRUST (MIN) Institutional Ownership Changes & 13F Activity

MFS INTERMEDIATE INC TRUST (MIN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Sit Investment Associates Inc, 1607 Capital Partners, Llc, Osaic Holdings, Inc., and Invesco Ltd..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
1607 Capital Partners, LlcSell-1,885,656-29.8%4,448,916$10.99MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+748+0.3%235,530$581.76KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-31,752-4.4%696,905$1.72MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+4,708,4074,708,407$11.63MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,637,260+389.3%2,057,827$5.08MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+1,104,3291,104,329$2.73MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+110,514+18.0%725,969$1.79MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+85,00085,000$209.95KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+65,151+24.3%333,668$824.16KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-60,196-80.1%14,979$37.00KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcSell-58,073-57.6%42,763$105.63KQ2 2026Aug 14, 2026
Karpus Management, Inc.Buy+47,765+0.9%5,323,675$13.15MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+20,857+2.1%991,304$2.45MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-12,766-12.2%91,521$226.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-12,314-14.8%70,810$174.90KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+8,587+18.6%54,787$135.32KQ2 2026Aug 14, 2026
Xtx Topco LtdSell-3,255-19.5%13,455$33.23KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-738-0.7%104,232$257.45KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-514-0.2%301,288$744.18KQ2 2026Aug 14, 2026
Morgan StanleyBuy+107,595+8.2%1,427,180$3.53MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-13,715-20.1%54,647$134.98KQ2 2026Aug 13, 2026
Ubs Group AgSell-13,709-8.4%150,333$371.32KQ2 2026Aug 13, 2026
Mariner, LlcBuy+10,00010,000$24.70KQ2 2026Aug 13, 2026
Sit Investment Associates IncBuy+2,931,118+9.6%33,381,994$82.45MQ2 2026Aug 12, 2026
Focus Partners WealthBuy+50,452+19.1%314,646$777.18KQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-21,600-54.8%17,800$43.97KQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+16,86116,861$41.65KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+10,22510,225$25.26KQ2 2026Aug 12, 2026
Clear Street Group Inc.Buy+10,12310,123$25.00KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-4,417-9.9%40,089$99.02KQ2 2026Aug 12, 2026
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Frequently asked questions about MIN activity

  • Which institutional owners are buying MIN?

    Institutional owners buying MIN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MIN activity?

    "Buy" means an investor increased their reported position in MIN compared to the prior reporting period. This reflects growing exposure to MFS INTERMEDIATE INC TRUST (MIN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MIN increasing?

    Institutional interest in MIN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.