MFS INTERMEDIATE INC TRUST (MIN) Institutional Shareholders
MFS INTERMEDIATE INC TRUST (MIN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $157.72M in MIN holdings during the latest filing period.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of MIN tracked by InsiderSet, reporting ownership valued at approximately $82.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $78.45M, representing an estimated loss of -4.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed MIN value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Karpus Management, Inc., Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in MFS INTERMEDIATE INC TRUST (MIN).
This page ranks the largest institutional MIN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
80
Total Reported Value
$157.72M
Largest Holder
Sit Investment Associates Inc
Largest Position
$82.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1.56% | 33,381,994 | $82,454,000 | $78,447,686 | -$4,006,314 | -4.86% | |
| Karpus Management, Inc. | 0.38% | 5,323,675 | $13,149,477 | $12,510,636 | -$638,841 | -4.86% | |
| Ameriprise Financial Inc | 0.00% | 4,708,407 | $11,629,764 | $11,064,756 | -$565,008 | -4.86% | |
| 1607 Capital Partners, Llc | 0.96% | 4,448,916 | $10,988,823 | $10,454,953 | -$533,870 | -4.86% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 4,134,958 | $10,213,346 | $9,717,151 | -$496,195 | -4.86% | |
| Osaic Holdings, Inc. | 0.01% | 2,057,827 | $5,082,792 | $4,835,893 | -$246,899 | -4.86% | |
| Morgan Stanley | 0.00% | 1,427,180 | $3,525,138 | $3,353,873 | -$171,265 | -4.86% | |
| Invesco Ltd. | 0.00% | 1,104,329 | $2,727,693 | $2,595,173 | -$132,520 | -4.86% | |
| Bank Of America Corp | 0.00% | 991,304 | $2,448,521 | $2,329,564 | -$118,957 | -4.86% | |
| Lpl Financial Llc | 0.00% | 978,962 | $2,418,036 | $2,300,561 | -$117,475 | -4.86% | |
| Raymond James Financial Inc | 0.00% | 725,969 | $1,793,144 | $1,706,027 | -$87,117 | -4.86% | |
| Equitable Holdings, Inc. | 0.01% | 696,905 | $1,721,356 | $1,637,727 | -$83,629 | -4.86% | |
| Gatepass Capital, Llc | 0.57% | 601,200 | $1,484,964 | $1,412,820 | -$72,144 | -4.86% | |
| Ameritas Advisory Services, Llc | 0.02% | 333,668 | $824,160 | $784,120 | -$40,040 | -4.86% | |
| Focus Partners Wealth | 0.00% | 314,646 | $777,176 | $739,418 | -$37,758 | -4.86% | |
| Kingsview Wealth Management, Llc | 0.01% | 235,530 | $581,758 | $553,496 | -$28,263 | -4.86% | |
| Fortitude Advisory Group L.L.C. | 0.21% | 219,928 | $543,222 | $516,831 | -$26,391 | -4.86% | |
| Decision Investments, Inc | 0.39% | 172,900 | $427,063 | $406,315 | -$20,748 | -4.86% | |
| Ubs Group Ag | 0.00% | 150,333 | $371,322 | $353,283 | -$18,039 | -4.86% | |
| Advisors Asset Management, Inc. | 0.01% | 99,409 | $356,878 | $233,611 | -$123,267 | -34.54% | |
| Shaker Financial Services, Llc | 0.11% | 142,034 | $350,824 | $333,780 | -$17,044 | -4.86% | |
| Stephens Inc | 0.00% | 128,255 | $316,790 | $301,399 | -$15,391 | -4.86% | |
| Wells Fargo & Company/Mn | 0.00% | 104,232 | $257,453 | $244,945 | -$12,508 | -4.86% | |
| Royal Bank Of Canada | 0.00% | 91,521 | $226,000 | $215,074 | -$10,926 | -4.83% | |
| Smith, Moore & Co. | 0.01% | 91,319 | $225,558 | $214,600 | -$10,958 | -4.86% | |
| Mai Capital Management | 0.00% | 85,000 | $209,950 | $199,750 | -$10,200 | -4.86% | |
| Susquehanna International Group, Llp | 0.00% | 70,810 | $174,901 | $166,404 | -$8,498 | -4.86% | |
| Commonwealth Equity Services, Llc | 0.00% | 67,413 | $166,510 | $158,421 | -$8,089 | -4.86% | |
| Dakota Wealth Management | 0.00% | 60,600 | $162,408 | $142,410 | -$19,998 | -12.31% | |
| Oppenheimer & Co Inc | 0.00% | 60,000 | $148,200 | $141,000 | -$7,200 | -4.86% | |
| Cresset Asset Management, Llc | 0.00% | 54,787 | $135,324 | $128,749 | -$6,575 | -4.86% | |
| Captrust Financial Advisors | 0.00% | 54,647 | $134,978 | $128,420 | -$6,558 | -4.86% | |
| Ethos Financial Group, Llc | 0.01% | 44,027 | $108,747 | $103,463 | -$5,284 | -4.86% | |
| Two Sigma Securities, Llc | 0.01% | 42,763 | $105,625 | $100,493 | -$5,132 | -4.86% | |
| Wealthspire Advisors, Llc | 0.00% | 40,374 | $99,724 | $94,879 | -$4,845 | -4.86% | |
| Cetera Investment Advisers | 0.00% | 40,089 | $99,019 | $94,209 | -$4,810 | -4.86% | |
| Melfa Wealth Management, Inc. | 0.05% | 34,133 | $84,309 | $80,213 | -$4,096 | -4.86% | |
| Evolve Private Wealth, Llc | 0.00% | 30,000 | $74,100 | $70,500 | -$3,600 | -4.86% | |
| Btg Pactual Asset Management Us Llc | 0.01% | 28,615 | $70,679 | $67,245 | -$3,434 | -4.86% | |
| Benjamin Edwards Inc | 0.00% | 27,170 | $67,109 | $63,850 | -$3,260 | -4.86% | |
| Choreo, Llc | 0.00% | 27,015 | $66,727 | $63,485 | -$3,242 | -4.86% | |
| Integrity Alliance, Llc. | 0.00% | 26,372 | $65,140 | $61,974 | -$3,166 | -4.86% | |
| Compound Planning, Inc. | 0.00% | 25,884 | $63,933 | $60,827 | -$3,106 | -4.86% | |
| Cary Street Partners Financial Llc | 0.00% | 25,875 | $63,911 | $60,806 | -$3,105 | -4.86% | |
| Sanctuary Advisors, Llc | 0.00% | 23,828 | $58,855 | $55,996 | -$2,859 | -4.86% | |
| Argent Trust Co | 0.00% | 21,032 | $51,949 | $49,425 | -$2,524 | -4.86% | |
| Newedge Advisors, Llc | 0.00% | 17,800 | $43,966 | $41,830 | -$2,136 | -4.86% | |
| Stonex Group Inc. | 0.00% | 16,861 | $41,647 | $39,623 | -$2,024 | -4.86% | |
| Register Financial Advisors Llc | 0.01% | 16,785 | $41,459 | $39,445 | -$2,014 | -4.86% | |
| Philadelphia Trust Co | 0.00% | 16,100 | $40,000 | $37,835 | -$2,165 | -5.41% |
Frequently asked questions about MIN
Who owns the most MIN stock?
The largest holders of MIN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MFS INTERMEDIATE INC TRUST (MIN).
Is MIN widely held by superinvestors?
Many widely followed stocks like MIN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MIN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.