PUTNAM MASTER INTER INC TST (PIM) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $13.61M in PIM holdings during the latest filing period.
Pvg Asset Management Corp is currently the largest disclosed institutional shareholder of PIM tracked by InsiderSet, reporting ownership valued at approximately $3.99M 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 $3.87M, representing an estimated loss of -3.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed PIM value among the investors covered in this analysis. Major shareholders include Pvg Asset Management Corp, 1607 Capital Partners, Llc, Envestnet Asset Management Inc, 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
54
Total Reported Value
$13.61M
Largest Holder
Pvg Asset Management Corp
Largest Position
$3.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pvg Asset Management Corp | 2.31% | 1,235,001 | $3,989,053 | $3,865,553 | -$123,500 | -3.10% | |
| 1607 Capital Partners, Llc | 0.08% | 342,922 | $1,121,355 | $1,073,346 | -$48,009 | -4.28% | |
| Envestnet Asset Management Inc | 0.00% | 255,094 | $834,157 | $798,444 | -$35,713 | -4.28% | |
| Sheets Smith Wealth Management | 0.07% | 224,014 | $723,565 | $701,164 | -$22,401 | -3.10% | |
| Shaker Financial Services, Llc | 0.22% | 219,756 | $709,812 | $687,836 | -$21,976 | -3.10% | |
| Focus Partners Wealth | 0.00% | 189,725 | $620,401 | $593,839 | -$26,562 | -4.28% | |
| Morgan Stanley | 0.00% | 171,598 | $561,128 | $537,102 | -$24,026 | -4.28% | |
| Penbrook Management Llc | 0.30% | 147,063 | $475,013 | $460,307 | -$14,706 | -3.10% | |
| Gill Capital Partners, Llc | 0.13% | 139,689 | $456,783 | $437,227 | -$19,556 | -4.28% | |
| Wealthtrust Axiom Llc | 0.09% | 116,000 | $379,320 | $363,080 | -$16,240 | -4.28% | |
| Melfa Wealth Management, Inc. | 0.14% | 80,925 | $261,388 | $253,295 | -$8,093 | -3.10% | |
| Lpl Financial Llc | 0.00% | 73,644 | $240,817 | $230,506 | -$10,311 | -4.28% | |
| Royal Bank Of Canada | 0.00% | 68,749 | $225,000 | $215,184 | -$9,816 | -4.36% | |
| Eclectic Associates Inc | 0.02% | 67,441 | $217,834 | $211,090 | -$6,744 | -3.10% | |
| Allworth Financial Lp | 0.00% | 66,272 | $216,710 | $207,431 | -$9,279 | -4.28% | |
| Baird Financial Group, Inc. | 0.00% | 62,500 | $204,375 | $195,625 | -$8,750 | -4.28% | |
| Fortitude Advisory Group L.L.C. | 0.08% | 62,135 | $200,695 | $194,483 | -$6,212 | -3.10% | |
| Mezzasalma Advisors, Llc | 0.05% | 54,708 | $178,895 | $171,236 | -$7,659 | -4.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,173 | $168,520 | $163,301 | -$5,219 | -3.10% | |
| Ethos Financial Group, Llc | 0.01% | 46,659 | $155,841 | $146,043 | -$9,798 | -6.29% | |
| Cetera Investment Advisers | 0.00% | 40,701 | $133,092 | $127,394 | -$5,698 | -4.28% | |
| Hub Investment Partners, Llc | 0.00% | 39,580 | $127,843 | $123,885 | -$3,958 | -3.10% | |
| Fifth Third Bancorp | 0.00% | 36,600 | $119,682 | $114,558 | -$5,124 | -4.28% | |
| Weaver Consulting Group | 0.02% | 32,000 | $103,360 | $100,160 | -$3,200 | -3.10% | |
| Osaic Holdings, Inc. | 0.00% | 30,527 | $99,827 | $95,550 | -$4,277 | -4.28% | |
| Elevation Point Wealth Partners, Llc | 0.00% | 27,700 | $90,579 | $86,701 | -$3,878 | -4.28% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 27,700 | $90,579 | $86,701 | -$3,878 | -4.28% | |
| Ubs Group Ag | 0.00% | 26,380 | $86,263 | $82,569 | -$3,694 | -4.28% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 25,309 | $82,760 | $79,217 | -$3,543 | -4.28% | |
| Susquehanna International Group, Llp | 0.00% | 24,798 | $81,089 | $77,618 | -$3,471 | -4.28% | |
| Balefire, Llc | 0.01% | 23,783 | $76,819 | $74,441 | -$2,378 | -3.10% | |
| Sit Investment Associates Inc | 1.51% | 22,711,260 | $74,266 | $71,086,244 | +$71,011,978 | +95618.42% | |
| Stifel Financial Corp | 0.00% | 21,326 | $69,736 | $66,750 | -$2,986 | -4.28% | |
| Citadel Advisors Llc | 0.00% | 18,710 | $61,182 | $58,562 | -$2,620 | -4.28% | |
| Newedge Advisors, Llc | 0.00% | 53,024 | $53,024 | $165,965 | +$112,941 | +213.00% | |
| Northstar Financial Companies, Inc. | 0.04% | 14,945 | $48,870 | $46,778 | -$2,092 | -4.28% | |
| Graves Light Lenhart Wealth, Inc. | 0.00% | 14,300 | $46,189 | $44,759 | -$1,430 | -3.10% | |
| Wealthshield Partners, Llc | 0.00% | 13,000 | $42,510 | $40,690 | -$1,820 | -4.28% | |
| Closed-End Fund Advisors, Inc. | 0.04% | 11,649 | $37,626 | $36,461 | -$1,165 | -3.10% | |
| Shufro Rose & Co Llc | 0.00% | 11,000 | $35,970 | $34,430 | -$1,540 | -4.28% | |
| Ifg Advisory, Llc | 0.08% | 8,500 | $27,795 | $26,605 | -$1,190 | -4.28% | |
| Mai Capital Management | 0.00% | 6,000 | $19,620 | $18,780 | -$840 | -4.28% | |
| Wells Fargo & Company/Mn | 0.00% | 5,317 | $17,388 | $16,642 | -$746 | -4.29% | |
| Rothschild Investment Llc | 0.00% | 4,885 | $15,974 | $15,290 | -$684 | -4.28% | |
| Jones Financial Companies Lllp | 0.00% | 3,000 | $9,420 | $9,390 | -$30 | -0.32% | |
| Measured Wealth Private Client Group, Llc | 0.00% | 2,500 | $8,175 | $7,825 | -$350 | -4.28% | |
| Concord Wealth Partners | 0.00% | 700 | $2,261 | $2,191 | -$70 | -3.10% | |
| Highline Wealth Partners Llc | 0.00% | 600 | $1,938 | $1,878 | -$60 | -3.10% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 400 | $1,308 | $1,252 | -$56 | -4.28% | |
| Harbour Investments, Inc. | 0.00% | 339 | $1,109 | $1,061 | -$48 | -4.32% |
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.