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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Sell | -1,885,656 | -29.8% | 4,448,916 | $10.99M | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Buy | +748 | +0.3% | 235,530 | $581.76K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -31,752 | -4.4% | 696,905 | $1.72M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +4,708,407 | — | 4,708,407 | $11.63M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,637,260 | +389.3% | 2,057,827 | $5.08M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +1,104,329 | — | 1,104,329 | $2.73M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +110,514 | +18.0% | 725,969 | $1.79M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +85,000 | — | 85,000 | $209.95K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +65,151 | +24.3% | 333,668 | $824.16K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -60,196 | -80.1% | 14,979 | $37.00K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Sell | -58,073 | -57.6% | 42,763 | $105.63K | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Buy | +47,765 | +0.9% | 5,323,675 | $13.15M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +20,857 | +2.1% | 991,304 | $2.45M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -12,766 | -12.2% | 91,521 | $226.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -12,314 | -14.8% | 70,810 | $174.90K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +8,587 | +18.6% | 54,787 | $135.32K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -3,255 | -19.5% | 13,455 | $33.23K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -738 | -0.7% | 104,232 | $257.45K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -514 | -0.2% | 301,288 | $744.18K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +107,595 | +8.2% | 1,427,180 | $3.53M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -13,715 | -20.1% | 54,647 | $134.98K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -13,709 | -8.4% | 150,333 | $371.32K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +10,000 | — | 10,000 | $24.70K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Buy | +2,931,118 | +9.6% | 33,381,994 | $82.45M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +50,452 | +19.1% | 314,646 | $777.18K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -21,600 | -54.8% | 17,800 | $43.97K | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +16,861 | — | 16,861 | $41.65K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +10,225 | — | 10,225 | $25.26K | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +10,123 | — | 10,123 | $25.00K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -4,417 | -9.9% | 40,089 | $99.02K | Q2 2026 | Aug 12, 2026 |
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.
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