PUTNAM PREMIER INCOME TRUST (PPT) Institutional Shareholders
PUTNAM PREMIER INCOME TRUST (PPT) 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 $136.46M in PPT holdings during the latest filing period.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of PPT tracked by InsiderSet, reporting ownership valued at approximately $99.88M 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 $95.30M, representing an estimated loss of -4.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed PPT value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Allspring Global Investments Holdings, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in PUTNAM PREMIER INCOME TRUST (PPT).
This page ranks the largest institutional PPT 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
96
Total Reported Value
$136.46M
Largest Holder
Sit Investment Associates Inc
Largest Position
$99.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
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 | 1.89% | 28,618,942 | $99,880,000 | $95,301,077 | -$4,578,923 | -4.58% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 1,367,557 | $4,772,774 | $4,553,965 | -$218,809 | -4.58% | |
| Morgan Stanley | 0.00% | 1,135,071 | $3,961,403 | $3,779,786 | -$181,617 | -4.58% | |
| 1607 Capital Partners, Llc | 0.34% | 1,127,808 | $3,936,050 | $3,755,601 | -$180,449 | -4.58% | |
| Invesco Ltd. | 0.00% | 934,604 | $3,261,768 | $3,112,231 | -$149,537 | -4.58% | |
| Janney Montgomery Scott Llc | 0.01% | 800,392 | $2,793,000 | $2,665,305 | -$127,695 | -4.57% | |
| Riverbridge Partners Llc | 0.04% | 393,732 | $1,374,125 | $1,311,128 | -$62,997 | -4.58% | |
| Raymond James Financial Inc | 0.00% | 319,251 | $1,114,187 | $1,063,106 | -$51,081 | -4.58% | |
| Quad-Cities Investment Group, Llc | 0.34% | 273,312 | $953,858 | $910,129 | -$43,729 | -4.58% | |
| Osaic Holdings, Inc. | 0.00% | 218,222 | $761,450 | $726,679 | -$34,771 | -4.57% | |
| Bank Of America Corp | 0.00% | 210,626 | $735,084 | $701,385 | -$33,699 | -4.58% | |
| Baird Financial Group, Inc. | 0.00% | 197,900 | $690,671 | $659,007 | -$31,664 | -4.58% | |
| Jones Financial Companies Lllp | 0.00% | 199,541 | $684,425 | $664,472 | -$19,953 | -2.92% | |
| Shaker Financial Services, Llc | 0.21% | 192,783 | $672,813 | $641,967 | -$30,846 | -4.58% | |
| Focus Partners Wealth | 0.00% | 187,994 | $656,101 | $626,020 | -$30,081 | -4.58% | |
| Intellus Advisors Llc | 0.07% | 167,203 | $583,537 | $556,786 | -$26,751 | -4.58% | |
| Royal Bank Of Canada | 0.00% | 157,493 | $549,000 | $524,452 | -$24,548 | -4.47% | |
| Mml Investors Services, Llc | 0.00% | 135,625 | $473,331 | $451,631 | -$21,700 | -4.58% | |
| Lpl Financial Llc | 0.00% | 128,030 | $446,823 | $426,340 | -$20,483 | -4.58% | |
| Mirador Capital Partners Lp | 0.05% | 123,623 | $431,444 | $411,665 | -$19,779 | -4.58% | |
| Gilpin Wealth Management, Llc | 0.30% | 123,231 | $430,077 | $410,359 | -$19,718 | -4.58% | |
| Ubs Group Ag | 0.00% | 121,242 | $423,134 | $403,736 | -$19,398 | -4.58% | |
| Shufro Rose & Co Llc | 0.02% | 117,000 | $408,330 | $389,610 | -$18,720 | -4.58% | |
| Integrated Wealth Concepts Llc | 0.00% | 115,305 | $402,414 | $383,966 | -$18,448 | -4.58% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 93,078 | $324,845 | $309,950 | -$14,895 | -4.59% | |
| Apollon Wealth Management, Llc | 0.00% | 82,449 | $287,746 | $274,555 | -$13,191 | -4.58% | |
| Commonwealth Equity Services, Llc | 0.00% | 77,638 | $270,960 | $258,535 | -$12,425 | -4.59% | |
| Mezzasalma Advisors, Llc | 0.05% | 75,816 | $264,597 | $252,467 | -$12,130 | -4.58% | |
| Captrust Financial Advisors | 0.00% | 74,940 | $261,540 | $249,550 | -$11,990 | -4.58% | |
| Wells Fargo & Company/Mn | 0.00% | 74,565 | $260,232 | $248,301 | -$11,931 | -4.58% | |
| Oder Investment Management, Llc | 0.17% | 74,404 | $259,671 | $247,765 | -$11,906 | -4.58% | |
| Valley Brook Capital Group, Inc. | 0.14% | 69,369 | $242,097 | $230,999 | -$11,098 | -4.58% | |
| Newedge Advisors, Llc | 0.00% | 55,600 | $194,044 | $185,148 | -$8,896 | -4.58% | |
| Clear Creek Financial Management, Llc | 0.01% | 52,294 | $182,506 | $174,139 | -$8,367 | -4.58% | |
| Allworth Financial Lp | 0.00% | 51,176 | $178,605 | $170,416 | -$8,189 | -4.58% | |
| Papamarkou Wellner Asset Management Inc. | 0.11% | 50,000 | $174,500 | $166,500 | -$8,000 | -4.58% | |
| Cetera Investment Advisers | 0.00% | 49,985 | $174,448 | $166,450 | -$7,998 | -4.58% | |
| Stifel Financial Corp | 0.00% | 49,205 | $171,726 | $163,853 | -$7,873 | -4.58% | |
| Level Four Advisory Services, Llc | 0.00% | 48,111 | $167,910 | $160,210 | -$7,700 | -4.59% | |
| International Assets Investment Management, Llc | 0.01% | 44,432 | $154,179 | $147,959 | -$6,220 | -4.03% | |
| Citadel Advisors Llc | 0.00% | 42,348 | $147,795 | $141,019 | -$6,776 | -4.58% | |
| Karpus Management, Inc. | 0.00% | 41,262 | $144,004 | $137,402 | -$6,602 | -4.58% | |
| Whalen Wealth Management Inc. | 0.06% | 40,580 | $141,625 | $135,131 | -$6,494 | -4.59% | |
| Commonwealth Financial Services, Llc | 0.02% | 40,190 | $140,263 | $133,833 | -$6,430 | -4.58% | |
| Susquehanna International Group, Llp | 0.00% | 37,724 | $131,657 | $125,621 | -$6,036 | -4.58% | |
| Dynamic Advisor Solutions Llc | 0.00% | 35,887 | $125,245 | $119,504 | -$5,741 | -4.58% | |
| Smith, Moore & Co. | 0.01% | 27,977 | $97,640 | $93,163 | -$4,477 | -4.58% | |
| Register Financial Advisors Llc | 0.03% | 26,992 | $94,202 | $89,883 | -$4,319 | -4.58% | |
| Readystate Asset Management Lp | 0.00% | 26,778 | $93,455 | $89,171 | -$4,284 | -4.58% | |
| Ethos Financial Group, Llc | 0.01% | 26,526 | $92,576 | $88,332 | -$4,244 | -4.58% |
Frequently asked questions about PPT
Who owns the most PPT stock?
The largest holders of PPT 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 PREMIER INCOME TRUST (PPT).
Is PPT widely held by superinvestors?
Many widely followed stocks like PPT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PPT 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.