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 $76.02M in MIN holdings during the latest filing period.
1607 Capital Partners, Llc is currently the largest disclosed institutional shareholder of MIN tracked by InsiderSet, reporting ownership valued at approximately $15.90M in its March 31, 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 $15.27M, representing an estimated loss of -3.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed MIN value among the investors covered in this analysis. Major shareholders include 1607 Capital Partners, Llc, 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
82
Total Reported Value
$76.02M
Largest Holder
1607 Capital Partners, Llc
Largest Position
$15.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | 1.15% | 6,334,572 | $15,899,776 | $15,266,319 | -$633,457 | -3.98% | |
| Karpus Management, Inc. | 0.41% | 5,275,910 | $13,242,534 | $12,714,943 | -$527,591 | -3.98% | |
| Ameriprise Financial Inc | 0.00% | 4,216,184 | $10,583,077 | $10,161,003 | -$422,074 | -3.99% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 4,134,958 | $10,378,745 | $9,965,249 | -$413,496 | -3.98% | |
| Morgan Stanley | 0.00% | 1,319,585 | $3,312,158 | $3,180,200 | -$131,958 | -3.98% | |
| Invesco Ltd. | 0.00% | 1,085,752 | $2,725,238 | $2,616,662 | -$108,576 | -3.98% | |
| Lpl Financial Llc | 0.00% | 983,464 | $2,468,493 | $2,370,148 | -$98,345 | -3.98% | |
| Bank Of America Corp | 0.00% | 970,447 | $2,435,822 | $2,338,777 | -$97,045 | -3.98% | |
| Equitable Holdings, Inc. | 0.01% | 728,657 | $1,901,795 | $1,756,063 | -$145,732 | -7.66% | |
| Raymond James Financial Inc | 0.00% | 615,455 | $1,544,792 | $1,483,247 | -$61,545 | -3.98% | |
| Gatepass Capital, Llc | 0.57% | 601,200 | $1,484,964 | $1,448,892 | -$36,072 | -2.43% | |
| Osaic Holdings, Inc. | 0.00% | 420,567 | $1,055,603 | $1,013,566 | -$42,037 | -3.98% | |
| Advisors Asset Management, Inc. | 0.01% | 301,802 | $757,523 | $727,343 | -$30,180 | -3.98% | |
| Ameritas Advisory Services, Llc | 0.03% | 268,517 | $673,979 | $647,126 | -$26,853 | -3.98% | |
| Focus Partners Wealth | 0.00% | 264,194 | $663,127 | $636,708 | -$26,419 | -3.98% | |
| Kingsview Wealth Management, Llc | 0.01% | 234,782 | $589,302 | $565,825 | -$23,477 | -3.98% | |
| Fortitude Advisory Group L.L.C. | 0.21% | 219,928 | $543,222 | $530,026 | -$13,196 | -2.43% | |
| Decision Investments, Inc | 0.39% | 172,900 | $427,063 | $416,689 | -$10,374 | -2.43% | |
| Ubs Group Ag | 0.00% | 164,042 | $411,746 | $395,341 | -$16,405 | -3.98% | |
| Shaker Financial Services, Llc | 0.11% | 142,034 | $350,824 | $342,302 | -$8,522 | -2.43% | |
| Stephens Inc | 0.00% | 128,255 | $316,790 | $309,095 | -$7,695 | -2.43% | |
| Evoke Wealth, Llc | 0.01% | 113,000 | $283,630 | $272,330 | -$11,300 | -3.98% | |
| Wells Fargo & Company/Mn | 0.00% | 104,970 | $263,476 | $252,978 | -$10,498 | -3.98% | |
| Royal Bank Of Canada | 0.00% | 104,287 | $262,000 | $251,332 | -$10,668 | -4.07% | |
| Two Sigma Securities, Llc | 0.03% | 100,836 | $253,098 | $243,015 | -$10,083 | -3.98% | |
| Smith, Moore & Co. | 0.02% | 91,319 | $229,211 | $220,079 | -$9,132 | -3.98% | |
| Susquehanna International Group, Llp | 0.00% | 83,124 | $208,641 | $200,329 | -$8,312 | -3.98% | |
| Jane Street Group, Llc | 0.00% | 75,175 | $188,689 | $181,172 | -$7,517 | -3.98% | |
| Dakota Wealth Management | 0.00% | 72,350 | $181,599 | $174,364 | -$7,236 | -3.98% | |
| Captrust Financial Advisors | 0.00% | 68,362 | $171,589 | $164,752 | -$6,837 | -3.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 67,413 | $166,510 | $162,465 | -$4,045 | -2.43% | |
| Oppenheimer & Co Inc | 0.00% | 60,000 | $150,600 | $144,600 | -$6,000 | -3.98% | |
| Ethos Financial Group, Llc | 0.01% | 45,083 | $117,667 | $108,650 | -$9,017 | -7.66% | |
| Cresset Asset Management, Llc | 0.00% | 46,200 | $115,962 | $111,342 | -$4,620 | -3.98% | |
| Cetera Investment Advisers | 0.00% | 44,506 | $111,711 | $107,259 | -$4,452 | -3.98% | |
| Wealthspire Advisors, Llc | 0.00% | 43,025 | $107,993 | $103,690 | -$4,303 | -3.98% | |
| Citadel Advisors Llc | 0.00% | 40,648 | $102,026 | $97,962 | -$4,064 | -3.98% | |
| Melfa Wealth Management, Inc. | 0.05% | 34,133 | $84,309 | $82,261 | -$2,048 | -2.43% | |
| Sit Investment Associates Inc | 1.55% | 30,450,876 | $76,432 | $73,386,611 | +$73,310,179 | +95915.56% | |
| Evolve Private Wealth, Llc | 0.00% | 30,000 | $75,300 | $72,300 | -$3,000 | -3.98% | |
| Btg Pactual Asset Management Us Llc | 0.01% | 28,615 | $71,824 | $68,962 | -$2,862 | -3.98% | |
| Choreo, Llc | 0.00% | 27,015 | $67,808 | $65,106 | -$2,702 | -3.98% | |
| Benjamin Edwards Inc | 0.00% | 27,170 | $67,109 | $65,480 | -$1,629 | -2.43% | |
| Argent Trust Co | 0.00% | 26,000 | $65,260 | $62,660 | -$2,600 | -3.98% | |
| Integrity Alliance, Llc. | 0.00% | 26,372 | $65,140 | $63,557 | -$1,583 | -2.43% | |
| Compound Planning, Inc. | 0.00% | 25,797 | $64,749 | $62,171 | -$2,578 | -3.98% | |
| Cary Street Partners Financial Llc | 0.00% | 25,875 | $63,911 | $62,359 | -$1,552 | -2.43% | |
| Sanctuary Advisors, Llc | 0.00% | 23,828 | $59,808 | $57,425 | -$2,383 | -3.98% | |
| Wolverine Asset Management Llc | 0.00% | 19,687 | $49,414 | $47,446 | -$1,968 | -3.98% | |
| Xtx Topco Ltd | 0.00% | 16,710 | $41,942 | $40,271 | -$1,671 | -3.98% |
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.