PPT Institutional Ownership & Shareholders
PUTNAM PREMIER INCOME TRUST (PPT) is currently held by 93 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $135.41M 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 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 $96.16M, representing an estimated loss of -3.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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
93
Total Reported Value
$135.41M
Largest Holder
Sit Investment Associates Inc
Largest Position
$99.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
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 | $96,159,645 | -$3,720,355 | -3.72% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 1,367,557 | $4,772,774 | $4,594,992 | -$177,782 | -3.72% | |
| Morgan Stanley | 0.00% | 1,135,071 | $3,961,403 | $3,813,839 | -$147,564 | -3.73% | |
| 1607 Capital Partners, Llc | 0.34% | 1,127,808 | $3,936,050 | $3,789,435 | -$146,615 | -3.72% | |
| Invesco Ltd. | 0.00% | 934,604 | $3,261,768 | $3,140,269 | -$121,499 | -3.72% | |
| Janney Montgomery Scott Llc | 0.01% | 800,392 | $2,793,000 | $2,689,317 | -$103,683 | -3.71% | |
| Riverbridge Partners Llc | 0.04% | 393,732 | $1,374,125 | $1,322,940 | -$51,185 | -3.72% | |
| Raymond James Financial Inc | 0.00% | 319,251 | $1,114,187 | $1,072,683 | -$41,504 | -3.73% | |
| Quad-Cities Investment Group, Llc | 0.31% | 264,282 | $866,845 | $887,988 | +$21,143 | +2.44% | |
| Osaic Holdings, Inc. | 0.00% | 218,222 | $761,450 | $733,226 | -$28,224 | -3.71% | |
| Bank Of America Corp | 0.00% | 210,626 | $735,084 | $707,703 | -$27,381 | -3.72% | |
| Baird Financial Group, Inc. | 0.00% | 197,900 | $690,671 | $664,944 | -$25,727 | -3.72% | |
| Jones Financial Companies Lllp | 0.00% | 199,541 | $684,425 | $670,458 | -$13,967 | -2.04% | |
| Focus Partners Wealth | 0.00% | 187,994 | $656,101 | $631,660 | -$24,441 | -3.73% | |
| Intellus Advisors Llc | 0.07% | 167,203 | $583,537 | $561,802 | -$21,735 | -3.72% | |
| Royal Bank Of Canada | 0.00% | 157,493 | $549,000 | $529,176 | -$19,824 | -3.61% | |
| Mml Investors Services, Llc | 0.00% | 135,625 | $473,331 | $455,700 | -$17,631 | -3.72% | |
| Gilpin Wealth Management, Llc | 0.32% | 142,762 | $468,260 | $479,680 | +$11,420 | +2.44% | |
| Lpl Financial Llc | 0.00% | 128,030 | $446,823 | $430,181 | -$16,642 | -3.72% | |
| Ubs Group Ag | 0.00% | 121,242 | $423,134 | $407,373 | -$15,761 | -3.72% | |
| Mirador Capital Partners Lp | 0.05% | 127,004 | $416,572 | $426,733 | +$10,161 | +2.44% | |
| Shufro Rose & Co Llc | 0.02% | 117,000 | $408,330 | $393,120 | -$15,210 | -3.72% | |
| Integrated Wealth Concepts Llc | 0.00% | 115,305 | $402,414 | $387,425 | -$14,989 | -3.72% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 93,078 | $324,845 | $312,742 | -$12,103 | -3.73% | |
| Apollon Wealth Management, Llc | 0.00% | 83,334 | $273,337 | $280,002 | +$6,665 | +2.44% | |
| Creative Planning | 0.00% | 82,114 | $269,334 | $275,903 | +$6,569 | +2.44% | |
| Captrust Financial Advisors | 0.00% | 74,940 | $261,540 | $251,798 | -$9,742 | -3.72% | |
| Wells Fargo & Company/Mn | 0.00% | 74,565 | $260,232 | $250,538 | -$9,694 | -3.72% | |
| Oder Investment Management, Llc | 0.17% | 74,404 | $259,671 | $249,997 | -$9,674 | -3.73% | |
| Commonwealth Equity Services, Llc | 0.00% | 78,786 | $258,418 | $264,721 | +$6,303 | +2.44% | |
| Mezzasalma Advisors, Llc | 0.05% | 77,314 | $253,589 | $259,775 | +$6,186 | +2.44% | |
| Valley Brook Capital Group, Inc. | 0.11% | 61,596 | $202,035 | $206,963 | +$4,928 | +2.44% | |
| Newedge Advisors, Llc | 0.00% | 55,600 | $194,044 | $186,816 | -$7,228 | -3.72% | |
| Dynamic Advisor Solutions Llc | 0.01% | 57,039 | $187,089 | $191,651 | +$4,562 | +2.44% | |
| Allworth Financial Lp | 0.00% | 51,176 | $178,605 | $171,951 | -$6,654 | -3.73% | |
| Papamarkou Wellner Asset Management Inc. | 0.11% | 50,000 | $174,500 | $168,000 | -$6,500 | -3.72% | |
| Cetera Investment Advisers | 0.00% | 49,985 | $174,448 | $167,950 | -$6,498 | -3.73% | |
| Stifel Financial Corp | 0.00% | 49,205 | $171,726 | $165,329 | -$6,397 | -3.73% | |
| Clear Creek Financial Management, Llc | 0.01% | 52,294 | $171,524 | $175,708 | +$4,184 | +2.44% | |
| Level Four Advisory Services, Llc | 0.00% | 48,111 | $167,910 | $161,653 | -$6,257 | -3.73% | |
| Citadel Advisors Llc | 0.00% | 42,348 | $147,795 | $142,289 | -$5,506 | -3.73% | |
| Karpus Management, Inc. | 0.00% | 41,262 | $144,004 | $138,640 | -$5,364 | -3.72% | |
| Susquehanna International Group, Llp | 0.00% | 37,724 | $131,657 | $126,753 | -$4,904 | -3.73% | |
| Whalen Wealth Management Inc. | 0.06% | 39,222 | $128,649 | $131,786 | +$3,137 | +2.44% | |
| Fortitude Advisory Group L.L.C. | 0.04% | 30,854 | $101,201 | $103,669 | +$2,468 | +2.44% | |
| Smith, Moore & Co. | 0.01% | 27,977 | $97,640 | $94,003 | -$3,637 | -3.73% | |
| Readystate Asset Management Lp | 0.00% | 26,778 | $93,455 | $89,974 | -$3,481 | -3.72% | |
| Ethos Financial Group, Llc | 0.01% | 26,526 | $92,576 | $89,127 | -$3,449 | -3.73% | |
| Register Financial Advisors Llc | 0.03% | 27,622 | $90,601 | $92,810 | +$2,209 | +2.44% | |
| Equitable Holdings, Inc. | 0.00% | 25,398 | $88,639 | $85,337 | -$3,302 | -3.72% |
Frequently asked questions about PPT
Who are the largest institutional holders of PPT?
The largest institutional holders of PPT reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Allspring Global Investments Holdings, Llc, Morgan Stanley, 1607 Capital Partners, Llc, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported PPT position.
What is PPT institutional ownership?
This page tracks PPT positions reported by institutional investment managers through SEC Form 13F. PUTNAM PREMIER INCOME TRUST (PPT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PPT?
InsiderSet currently tracks 93 institutional managers reporting PPT 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 PPT shareholders.
How much PPT stock do institutions own?
Institutional investment managers disclosed approximately $135.41M in PPT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PPT institutional ownership last updated?
The latest PPT 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 PPT 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 PPT position after the reporting date.
Are institutions buying or selling PPT?
Institutional buying and selling can be analyzed by comparing PPT positions across consecutive 13F reporting periods. InsiderSet's PPT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PPT ownership changes.
How has PPT institutional ownership changed over time?
InsiderSet tracks PPT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.