MIN Institutional Ownership & Shareholders
MFS INTERMEDIATE INC TRUST (MIN) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $157.13M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $470.02M, representing an estimated gain of +470.04% 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
71
Total Reported Value
$157.13M
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 | $470,018,476 | +$387,564,476 | +470.04% | |
| Karpus Management, Inc. | 0.38% | 5,323,675 | $13,149,477 | $74,957,344 | +$61,807,867 | +470.04% | |
| Ameriprise Financial Inc | 0.00% | 4,708,407 | $11,629,764 | $66,294,371 | +$54,664,607 | +470.04% | |
| 1607 Capital Partners, Llc | 0.96% | 4,448,916 | $10,988,823 | $62,640,737 | +$51,651,914 | +470.04% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 4,134,958 | $10,213,346 | $58,220,209 | +$48,006,863 | +470.04% | |
| Osaic Holdings, Inc. | 0.01% | 2,057,827 | $5,082,792 | $28,974,204 | +$23,891,412 | +470.05% | |
| Morgan Stanley | 0.00% | 1,427,180 | $3,525,138 | $20,094,694 | +$16,569,556 | +470.04% | |
| Invesco Ltd. | 0.00% | 1,104,329 | $2,727,693 | $15,548,952 | +$12,821,259 | +470.04% | |
| Bank Of America Corp | 0.00% | 991,304 | $2,448,521 | $13,957,560 | +$11,509,039 | +470.04% | |
| Lpl Financial Llc | 0.00% | 978,962 | $2,418,036 | $13,783,785 | +$11,365,749 | +470.04% | |
| Raymond James Financial Inc | 0.00% | 725,969 | $1,793,144 | $10,221,644 | +$8,428,500 | +470.04% | |
| Equitable Holdings, Inc. | 0.01% | 696,905 | $1,721,356 | $9,812,422 | +$8,091,066 | +470.04% | |
| Gatepass Capital, Llc | 0.57% | 601,200 | $1,484,964 | $8,464,896 | +$6,979,932 | +470.04% | |
| Ameritas Advisory Services, Llc | 0.02% | 333,668 | $824,160 | $4,698,045 | +$3,873,885 | +470.04% | |
| Focus Partners Wealth | 0.00% | 314,646 | $777,176 | $4,430,216 | +$3,653,040 | +470.04% | |
| Kingsview Wealth Management, Llc | 0.01% | 235,530 | $581,758 | $3,316,262 | +$2,734,504 | +470.04% | |
| Fortitude Advisory Group L.L.C. | 0.19% | 219,928 | $510,233 | $3,096,586 | +$2,586,353 | +506.90% | |
| Decision Investments, Inc | 0.37% | 171,900 | $398,808 | $2,420,352 | +$2,021,544 | +506.90% | |
| Ubs Group Ag | 0.00% | 150,333 | $371,322 | $2,116,689 | +$1,745,367 | +470.04% | |
| Advisors Asset Management, Inc. | 0.01% | 99,409 | $356,878 | $1,399,679 | +$1,042,801 | +292.20% | |
| Stephens Inc | 0.00% | 128,255 | $316,790 | $1,805,830 | +$1,489,040 | +470.04% | |
| Wells Fargo & Company/Mn | 0.00% | 104,232 | $257,453 | $1,467,587 | +$1,210,134 | +470.04% | |
| Royal Bank Of Canada | 0.00% | 91,521 | $226,000 | $1,288,616 | +$1,062,616 | +470.18% | |
| Smith, Moore & Co. | 0.01% | 91,319 | $225,558 | $1,285,772 | +$1,060,214 | +470.04% | |
| Mai Capital Management | 0.00% | 85,000 | $209,950 | $1,196,800 | +$986,850 | +470.04% | |
| Susquehanna International Group, Llp | 0.00% | 70,810 | $174,901 | $997,005 | +$822,104 | +470.04% | |
| Dakota Wealth Management | 0.00% | 60,600 | $162,408 | $853,248 | +$690,840 | +425.37% | |
| Commonwealth Equity Services, Llc | 0.00% | 67,735 | $157,140 | $953,709 | +$796,569 | +506.92% | |
| Oppenheimer & Co Inc | 0.00% | 60,000 | $139,200 | $844,800 | +$705,600 | +506.90% | |
| Cresset Asset Management, Llc | 0.00% | 54,787 | $135,324 | $771,401 | +$636,077 | +470.04% | |
| Captrust Financial Advisors | 0.00% | 54,647 | $134,978 | $769,430 | +$634,452 | +470.04% | |
| Ethos Financial Group, Llc | 0.01% | 44,027 | $108,747 | $619,900 | +$511,153 | +470.04% | |
| Two Sigma Securities, Llc | 0.01% | 42,763 | $105,625 | $602,103 | +$496,478 | +470.04% | |
| Wealthspire Advisors, Llc | 0.00% | 40,374 | $99,724 | $568,466 | +$468,742 | +470.04% | |
| Cetera Investment Advisers | 0.00% | 40,089 | $99,019 | $564,453 | +$465,434 | +470.05% | |
| Melfa Wealth Management, Inc. | 0.05% | 34,133 | $84,309 | $480,593 | +$396,284 | +470.04% | |
| Evolve Private Wealth, Llc | 0.00% | 30,000 | $74,100 | $422,400 | +$348,300 | +470.04% | |
| Btg Pactual Asset Management Us Llc | 0.01% | 28,615 | $70,679 | $402,899 | +$332,220 | +470.04% | |
| Benjamin Edwards Inc | 0.00% | 27,170 | $67,109 | $382,554 | +$315,445 | +470.05% | |
| Compound Planning, Inc. | 0.00% | 25,884 | $63,933 | $364,447 | +$300,514 | +470.04% | |
| Cary Street Partners Financial Llc | 0.00% | 25,875 | $63,911 | $364,320 | +$300,409 | +470.04% | |
| Choreo, Llc | 0.00% | 27,015 | $62,675 | $380,371 | +$317,696 | +506.89% | |
| Sanctuary Advisors, Llc | 0.00% | 23,828 | $58,855 | $335,498 | +$276,643 | +470.04% | |
| Argent Trust Co | 0.00% | 21,032 | $51,949 | $296,131 | +$244,182 | +470.04% | |
| Newedge Advisors, Llc | 0.00% | 17,800 | $43,966 | $250,624 | +$206,658 | +470.04% | |
| Stonex Group Inc. | 0.00% | 16,861 | $41,647 | $237,403 | +$195,756 | +470.04% | |
| Philadelphia Trust Co | 0.00% | 16,100 | $40,000 | $226,688 | +$186,688 | +466.72% | |
| Register Financial Advisors Llc | 0.01% | 17,209 | $39,924 | $242,303 | +$202,379 | +506.91% | |
| Jane Street Group, Llc | 0.00% | 14,979 | $36,998 | $210,904 | +$173,906 | +470.04% | |
| Xtx Topco Ltd | 0.00% | 13,455 | $33,234 | $189,446 | +$156,212 | +470.04% |
Frequently asked questions about MIN
Who are the largest institutional holders of MIN?
The largest institutional holders of MIN reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Karpus Management, Inc., Ameriprise Financial Inc, 1607 Capital Partners, Llc, and Allspring Global Investments Holdings, Llc. InsiderSet ranks institutional holders by their latest reported MIN position.
What is MIN institutional ownership?
This page tracks MIN positions reported by institutional investment managers through SEC Form 13F. MFS INTERMEDIATE INC TRUST (MIN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MIN?
InsiderSet currently tracks 71 institutional managers reporting MIN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MIN shareholders.
How much MIN stock do institutions own?
Institutional investment managers disclosed approximately $157.13M in MIN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MIN institutional ownership last updated?
The latest MIN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MIN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MIN position after the reporting date.
Are institutions buying or selling MIN?
Institutional buying and selling can be analyzed by comparing MIN positions across consecutive 13F reporting periods. InsiderSet's MIN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MIN ownership changes.
How has MIN institutional ownership changed over time?
InsiderSet tracks MIN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.