PUTNAM MASTER INTER INC TST (PIM) Top Institutional Shareholders
PUTNAM MASTER INTER INC TST (PIM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $9.40M in PIM holdings during the latest filing period.
1607 Capital Partners, Llc is currently the largest disclosed institutional shareholder of PIM tracked by InsiderSet, reporting ownership valued at approximately $1.12M 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 $1.09M, representing an estimated loss of -2.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed PIM value among the investors covered in this analysis. Major shareholders include 1607 Capital Partners, Llc, Envestnet Asset Management Inc, Sheets Smith Wealth Management, and several other long-term asset managers with concentrated positions in PUTNAM MASTER INTER INC TST (PIM).
This page ranks the largest institutional PIM 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
58
Total Reported Value
$9.40M
Largest Holder
1607 Capital Partners, Llc
Largest Position
$1.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
66
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 | 0.08% | 342,922 | $1,121,355 | $1,090,492 | -$30,863 | -2.75% | |
| Envestnet Asset Management Inc | 0.00% | 255,094 | $834,157 | $811,199 | -$22,958 | -2.75% | |
| Sheets Smith Wealth Management | 0.09% | 238,084 | $778,535 | $757,107 | -$21,428 | -2.75% | |
| Focus Partners Wealth | 0.00% | 189,725 | $620,401 | $603,326 | -$17,076 | -2.75% | |
| Morgan Stanley | 0.00% | 171,598 | $561,128 | $545,682 | -$15,446 | -2.75% | |
| Penbrook Management Llc | 0.36% | 147,063 | $480,896 | $467,660 | -$13,236 | -2.75% | |
| Gill Capital Partners, Llc | 0.13% | 139,689 | $456,783 | $444,211 | -$12,572 | -2.75% | |
| Wealthtrust Axiom Llc | 0.09% | 116,000 | $379,320 | $368,880 | -$10,440 | -2.75% | |
| Melfa Wealth Management, Inc. | 0.15% | 80,925 | $264,625 | $257,342 | -$7,284 | -2.75% | |
| Lpl Financial Llc | 0.00% | 73,644 | $240,817 | $234,188 | -$6,629 | -2.75% | |
| Eclectic Associates Inc | 0.03% | 72,101 | $235,770 | $229,281 | -$6,489 | -2.75% | |
| Royal Bank Of Canada | 0.00% | 68,749 | $225,000 | $218,622 | -$6,378 | -2.83% | |
| Allworth Financial Lp | 0.00% | 66,272 | $216,710 | $210,745 | -$5,965 | -2.75% | |
| Commonwealth Equity Services, Llc | 0.00% | 63,315 | $207,040 | $201,342 | -$5,698 | -2.75% | |
| Baird Financial Group, Inc. | 0.00% | 62,500 | $204,375 | $198,750 | -$5,625 | -2.75% | |
| Mezzasalma Advisors, Llc | 0.05% | 54,708 | $178,895 | $173,971 | -$4,924 | -2.75% | |
| Fortitude Advisory Group L.L.C. | 0.08% | 52,819 | $172,717 | $167,964 | -$4,753 | -2.75% | |
| Ethos Financial Group, Llc | 0.01% | 46,659 | $155,841 | $148,376 | -$7,465 | -4.79% | |
| Invictus Private Wealth, Llc | 0.01% | 42,845 | $140,103 | $136,247 | -$3,856 | -2.75% | |
| Cetera Investment Advisers | 0.00% | 40,701 | $133,092 | $129,429 | -$3,663 | -2.75% | |
| Hub Investment Partners, Llc | 0.00% | 39,848 | $130,302 | $126,717 | -$3,585 | -2.75% | |
| Fifth Third Bancorp | 0.00% | 36,600 | $119,682 | $116,388 | -$3,294 | -2.75% | |
| Weaver Consulting Group | 0.02% | 32,000 | $104,640 | $101,760 | -$2,880 | -2.75% | |
| Osaic Holdings, Inc. | 0.00% | 30,527 | $99,827 | $97,076 | -$2,751 | -2.76% | |
| Elevation Point Wealth Partners, Llc | 0.00% | 27,700 | $90,579 | $88,086 | -$2,493 | -2.75% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 27,700 | $90,579 | $88,086 | -$2,493 | -2.75% | |
| Integrity Advisory Solutions, Llc | 0.01% | 26,532 | $86,760 | $84,372 | -$2,388 | -2.75% | |
| Ubs Group Ag | 0.00% | 26,380 | $86,263 | $83,888 | -$2,375 | -2.75% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 25,309 | $82,760 | $80,483 | -$2,277 | -2.75% | |
| Blue Trust, Inc. | 0.00% | 25,260 | $82,600 | $80,327 | -$2,273 | -2.75% | |
| Susquehanna International Group, Llp | 0.00% | 24,798 | $81,089 | $78,858 | -$2,231 | -2.75% | |
| Sit Investment Associates Inc | 1.51% | 22,711,260 | $74,266 | $72,221,807 | +$72,147,541 | +97147.47% | |
| Stifel Financial Corp | 0.00% | 21,326 | $69,736 | $67,817 | -$1,919 | -2.75% | |
| Balefire, Llc | 0.01% | 21,182 | $69,267 | $67,359 | -$1,908 | -2.75% | |
| Atria Investments, Inc | 0.00% | 20,179 | $65,985 | $64,169 | -$1,816 | -2.75% | |
| Citadel Advisors Llc | 0.00% | 18,710 | $61,182 | $59,498 | -$1,684 | -2.75% | |
| Newedge Advisors, Llc | 0.00% | 53,024 | $53,024 | $168,616 | +$115,592 | +218.00% | |
| Northstar Financial Companies, Inc. | 0.04% | 14,945 | $48,870 | $47,525 | -$1,345 | -2.75% | |
| Graves Light Lenhart Wealth, Inc. | 0.00% | 14,300 | $46,761 | $45,474 | -$1,287 | -2.75% | |
| Wealthshield Partners, Llc | 0.00% | 13,000 | $42,510 | $41,340 | -$1,170 | -2.75% | |
| Shufro Rose & Co Llc | 0.00% | 11,000 | $35,970 | $34,980 | -$990 | -2.75% | |
| Key Financial Inc | 0.01% | 9,500 | $31,065 | $30,210 | -$855 | -2.75% | |
| Global Wealth Strategies & Associates | 0.01% | 9,220 | $30,149 | $29,320 | -$829 | -2.75% | |
| Ifg Advisory, Llc | 0.08% | 8,500 | $27,795 | $27,030 | -$765 | -2.75% | |
| Mai Capital Management | 0.00% | 6,000 | $19,620 | $19,080 | -$540 | -2.75% | |
| Wells Fargo & Company/Mn | 0.00% | 5,317 | $17,388 | $16,908 | -$480 | -2.76% | |
| Rothschild Investment Llc | 0.00% | 4,885 | $15,974 | $15,534 | -$440 | -2.75% | |
| Jones Financial Companies Lllp | 0.00% | 3,000 | $9,420 | $9,540 | +$120 | +1.27% | |
| Measured Wealth Private Client Group, Llc | 0.00% | 2,500 | $8,175 | $7,950 | -$225 | -2.75% | |
| Highline Wealth Partners Llc | 0.00% | 600 | $1,962 | $1,908 | -$54 | -2.75% |
Frequently asked questions about PIM
Who owns the most PIM stock?
The largest holders of PIM 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 PUTNAM MASTER INTER INC TST (PIM).
Is PIM widely held by superinvestors?
Many widely followed stocks like PIM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PIM 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.