PIM Institutional Ownership & Shareholders
PUTNAM MASTER INTER INC TST (PIM) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $88.82M 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 PIM tracked by InsiderSet, reporting ownership valued at approximately $73.26M 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 $69.18M, representing an estimated loss of -5.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed PIM value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Pvg Asset Management Corp, Summit Financial, Llc, 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
57
Total Reported Value
$88.82M
Largest Holder
Sit Investment Associates Inc
Largest Position
$73.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
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 | 1.39% | 22,681,925 | $73,263,000 | $69,179,871 | -$4,083,129 | -5.57% | |
| Pvg Asset Management Corp | 2.49% | 1,202,469 | $3,631,456 | $3,667,530 | +$36,074 | +0.99% | |
| Summit Financial, Llc | 0.03% | 879,729 | $2,841,524 | $2,683,173 | -$158,351 | -5.57% | |
| 1607 Capital Partners, Llc | 0.06% | 221,893 | $716,714 | $676,774 | -$39,940 | -5.57% | |
| Sheets Smith Wealth Management | 0.07% | 224,014 | $676,522 | $683,243 | +$6,721 | +0.99% | |
| Focus Partners Wealth | 0.00% | 189,725 | $612,812 | $578,661 | -$34,151 | -5.57% | |
| Shaker Financial Services, Llc | 0.19% | 190,008 | $573,825 | $579,524 | +$5,699 | +0.99% | |
| Morgan Stanley | 0.00% | 165,353 | $534,093 | $504,327 | -$29,766 | -5.57% | |
| Penbrook Management Llc | 0.27% | 152,063 | $459,230 | $463,792 | +$4,562 | +0.99% | |
| Wealthtrust Axiom Llc | 0.10% | 136,500 | $440,895 | $416,325 | -$24,570 | -5.57% | |
| Janney Montgomery Scott Llc | 0.00% | 131,784 | $426,000 | $401,941 | -$24,059 | -5.65% | |
| Envestnet Asset Management Inc | 0.00% | 128,858 | $416,211 | $393,017 | -$23,194 | -5.57% | |
| Gill Capital Partners, Llc | 0.09% | 112,883 | $340,907 | $344,293 | +$3,386 | +0.99% | |
| Lpl Financial Llc | 0.00% | 86,454 | $279,245 | $263,685 | -$15,560 | -5.57% | |
| Melfa Wealth Management, Inc. | 0.14% | 80,925 | $261,388 | $246,821 | -$14,567 | -5.57% | |
| Royal Bank Of Canada | 0.00% | 68,749 | $222,000 | $209,684 | -$12,316 | -5.55% | |
| Baird Financial Group, Inc. | 0.00% | 66,500 | $214,795 | $202,825 | -$11,970 | -5.57% | |
| Allworth Financial Lp | 0.00% | 66,272 | $214,059 | $202,130 | -$11,929 | -5.57% | |
| Eclectic Associates Inc | 0.02% | 67,441 | $203,672 | $205,695 | +$2,023 | +0.99% | |
| Fortitude Advisory Group L.L.C. | 0.07% | 62,135 | $187,647 | $189,512 | +$1,865 | +0.99% | |
| Cetera Investment Advisers | 0.00% | 53,070 | $171,415 | $161,864 | -$9,552 | -5.57% | |
| Newedge Advisors, Llc | 0.00% | 52,620 | $169,962 | $160,491 | -$9,471 | -5.57% | |
| Hrt Financial Lp | 0.00% | 50,630 | $163,000 | $154,422 | -$8,579 | -5.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,543 | $158,680 | $160,256 | +$1,576 | +0.99% | |
| Ethos Financial Group, Llc | 0.01% | 44,826 | $144,788 | $136,719 | -$8,069 | -5.57% | |
| Mezzasalma Advisors, Llc | 0.03% | 42,207 | $127,465 | $128,731 | +$1,266 | +0.99% | |
| Hub Investment Partners, Llc | 0.00% | 39,688 | $119,858 | $121,048 | +$1,190 | +0.99% | |
| Fifth Third Bancorp | 0.00% | 35,392 | $114,316 | $107,946 | -$6,370 | -5.57% | |
| Susquehanna International Group, Llp | 0.00% | 30,054 | $97,074 | $91,665 | -$5,409 | -5.57% | |
| Weaver Consulting Group | 0.02% | 32,000 | $96,640 | $97,600 | +$960 | +0.99% | |
| Osaic Holdings, Inc. | 0.00% | 28,644 | $92,523 | $87,364 | -$5,159 | -5.58% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 28,159 | $90,954 | $85,885 | -$5,069 | -5.57% | |
| Balefire, Llc | 0.01% | 24,742 | $74,720 | $75,463 | +$743 | +0.99% | |
| Stifel Financial Corp | 0.00% | 20,363 | $65,772 | $62,107 | -$3,665 | -5.57% | |
| Ubs Group Ag | 0.00% | 17,904 | $57,830 | $54,607 | -$3,223 | -5.57% | |
| Elevation Point Wealth Partners, Llc | 0.00% | 16,700 | $53,941 | $50,935 | -$3,006 | -5.57% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 16,700 | $53,941 | $50,935 | -$3,006 | -5.57% | |
| Bank Of America Corp | 0.00% | 16,647 | $53,771 | $50,773 | -$2,998 | -5.57% | |
| Raymond James Financial Inc | 0.00% | 14,073 | $45,455 | $42,923 | -$2,532 | -5.57% | |
| Jane Street Group, Llc | 0.00% | 13,694 | $44,232 | $41,767 | -$2,465 | -5.57% | |
| Graves Light Lenhart Wealth, Inc. | 0.00% | 14,300 | $43,186 | $43,615 | +$429 | +0.99% | |
| Farther Finance Advisors, Llc | 0.00% | 13,000 | $39,260 | $39,650 | +$390 | +0.99% | |
| Northstar Financial Companies, Inc. | 0.03% | 11,811 | $38,150 | $36,024 | -$2,126 | -5.57% | |
| Closed-End Fund Advisors, Inc. | 0.04% | 11,649 | $37,626 | $35,529 | -$2,097 | -5.57% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 12,511 | $37,408 | $38,159 | +$751 | +2.01% | |
| Shufro Rose & Co Llc | 0.00% | 11,000 | $35,530 | $33,550 | -$1,980 | -5.57% | |
| Ifg Advisory, Llc | 0.00% | 8,500 | $27,455 | $25,925 | -$1,530 | -5.57% | |
| Wells Fargo & Company/Mn | 0.00% | 5,312 | $17,157 | $16,202 | -$955 | -5.57% | |
| Rothschild Investment Llc | 0.00% | 4,885 | $15,779 | $14,899 | -$880 | -5.58% | |
| Measured Wealth Private Client Group, Llc | 0.00% | 2,500 | $8,075 | $7,625 | -$450 | -5.57% |
Frequently asked questions about PIM
Who are the largest institutional holders of PIM?
The largest institutional holders of PIM reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Pvg Asset Management Corp, Summit Financial, Llc, 1607 Capital Partners, Llc, and Sheets Smith Wealth Management. InsiderSet ranks institutional holders by their latest reported PIM position.
What is PIM institutional ownership?
This page tracks PIM positions reported by institutional investment managers through SEC Form 13F. PUTNAM MASTER INTER INC TST (PIM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PIM?
InsiderSet currently tracks 57 institutional managers reporting PIM 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 PIM shareholders.
How much PIM stock do institutions own?
Institutional investment managers disclosed approximately $88.82M in PIM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PIM institutional ownership last updated?
The latest PIM 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 PIM 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 PIM position after the reporting date.
Are institutions buying or selling PIM?
Institutional buying and selling can be analyzed by comparing PIM positions across consecutive 13F reporting periods. InsiderSet's PIM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PIM ownership changes.
How has PIM institutional ownership changed over time?
InsiderSet tracks PIM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.