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 $15.81M 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 $3.91M, representing an estimated loss of -1.86% 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, Summit Financial, Llc, 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
$15.81M
Largest Holder
Pvg Asset Management Corp
Largest Position
$3.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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 | $3,914,953 | -$74,100 | -1.86% | |
| Summit Financial, Llc | 0.03% | 879,729 | $2,841,524 | $2,788,741 | -$52,783 | -1.86% | |
| Sheets Smith Wealth Management | 0.07% | 224,014 | $723,565 | $710,124 | -$13,441 | -1.86% | |
| 1607 Capital Partners, Llc | 0.06% | 221,893 | $716,714 | $703,401 | -$13,313 | -1.86% | |
| Shaker Financial Services, Llc | 0.22% | 219,756 | $709,812 | $696,627 | -$13,185 | -1.86% | |
| Focus Partners Wealth | 0.00% | 189,725 | $612,812 | $601,428 | -$11,384 | -1.86% | |
| Morgan Stanley | 0.00% | 165,353 | $534,093 | $524,169 | -$9,924 | -1.86% | |
| Penbrook Management Llc | 0.30% | 147,063 | $475,013 | $466,190 | -$8,823 | -1.86% | |
| Gill Capital Partners, Llc | 0.13% | 139,689 | $456,783 | $442,814 | -$13,969 | -3.06% | |
| Wealthtrust Axiom Llc | 0.10% | 136,500 | $440,895 | $432,705 | -$8,190 | -1.86% | |
| Envestnet Asset Management Inc | 0.00% | 128,858 | $416,211 | $408,480 | -$7,731 | -1.86% | |
| Lpl Financial Llc | 0.00% | 86,454 | $279,245 | $274,059 | -$5,186 | -1.86% | |
| Melfa Wealth Management, Inc. | 0.14% | 80,925 | $261,388 | $256,532 | -$4,856 | -1.86% | |
| Royal Bank Of Canada | 0.00% | 68,749 | $222,000 | $217,934 | -$4,066 | -1.83% | |
| Eclectic Associates Inc | 0.02% | 67,441 | $217,834 | $213,788 | -$4,046 | -1.86% | |
| Baird Financial Group, Inc. | 0.00% | 66,500 | $214,795 | $210,805 | -$3,990 | -1.86% | |
| Allworth Financial Lp | 0.00% | 66,272 | $214,059 | $210,082 | -$3,977 | -1.86% | |
| Fortitude Advisory Group L.L.C. | 0.08% | 62,135 | $200,695 | $196,968 | -$3,727 | -1.86% | |
| Mezzasalma Advisors, Llc | 0.04% | 55,840 | $180,362 | $177,013 | -$3,349 | -1.86% | |
| Cetera Investment Advisers | 0.00% | 53,070 | $171,415 | $168,232 | -$3,183 | -1.86% | |
| Newedge Advisors, Llc | 0.00% | 52,620 | $169,962 | $166,805 | -$3,157 | -1.86% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,173 | $168,520 | $165,388 | -$3,132 | -1.86% | |
| Ethos Financial Group, Llc | 0.01% | 44,826 | $144,788 | $142,098 | -$2,690 | -1.86% | |
| Hub Investment Partners, Llc | 0.00% | 39,580 | $127,843 | $125,469 | -$2,374 | -1.86% | |
| Fifth Third Bancorp | 0.00% | 35,392 | $114,316 | $112,193 | -$2,123 | -1.86% | |
| Weaver Consulting Group | 0.02% | 32,000 | $103,360 | $101,440 | -$1,920 | -1.86% | |
| Susquehanna International Group, Llp | 0.00% | 30,054 | $97,074 | $95,271 | -$1,803 | -1.86% | |
| Osaic Holdings, Inc. | 0.00% | 28,644 | $92,523 | $90,801 | -$1,722 | -1.86% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 28,159 | $90,954 | $89,264 | -$1,690 | -1.86% | |
| Balefire, Llc | 0.01% | 23,783 | $76,819 | $75,392 | -$1,427 | -1.86% | |
| Sit Investment Associates Inc | 1.39% | 22,681,925 | $73,263 | $71,901,702 | +$71,828,439 | +98041.90% | |
| Stifel Financial Corp | 0.00% | 20,363 | $65,772 | $64,551 | -$1,221 | -1.86% | |
| Ubs Group Ag | 0.00% | 17,904 | $57,830 | $56,756 | -$1,074 | -1.86% | |
| Elevation Point Wealth Partners, Llc | 0.00% | 16,700 | $53,941 | $52,939 | -$1,002 | -1.86% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 16,700 | $53,941 | $52,939 | -$1,002 | -1.86% | |
| Bank Of America Corp | 0.00% | 16,647 | $53,771 | $52,771 | -$1,000 | -1.86% | |
| Perigon Wealth Management, Llc | 0.00% | 14,500 | $46,835 | $45,965 | -$870 | -1.86% | |
| Graves Light Lenhart Wealth, Inc. | 0.00% | 14,300 | $46,189 | $45,331 | -$858 | -1.86% | |
| Raymond James Financial Inc | 0.00% | 14,073 | $45,455 | $44,611 | -$844 | -1.86% | |
| Jane Street Group, Llc | 0.00% | 13,694 | $44,232 | $43,410 | -$822 | -1.86% | |
| Northstar Financial Companies, Inc. | 0.03% | 11,811 | $38,150 | $37,441 | -$709 | -1.86% | |
| Closed-End Fund Advisors, Inc. | 0.04% | 11,649 | $37,626 | $36,927 | -$699 | -1.86% | |
| Shufro Rose & Co Llc | 0.00% | 11,000 | $35,530 | $34,870 | -$660 | -1.86% | |
| Ifg Advisory, Llc | 0.00% | 8,500 | $27,455 | $26,945 | -$510 | -1.86% | |
| Wells Fargo & Company/Mn | 0.00% | 5,312 | $17,157 | $16,839 | -$318 | -1.85% | |
| Rothschild Investment Llc | 0.00% | 4,885 | $15,779 | $15,485 | -$294 | -1.86% | |
| Mercer Global Advisors Inc | 0.00% | 2,792 | $9,017 | $8,851 | -$166 | -1.84% | |
| Measured Wealth Private Client Group, Llc | 0.00% | 2,500 | $8,075 | $7,925 | -$150 | -1.86% | |
| Tounjian Advisory Partners, Llc | 0.00% | 1,162 | $3,752 | $3,684 | -$68 | -1.82% | |
| Oakmont Advisory Group, Llc | 0.00% | 1,101 | $3,556 | $3,490 | -$66 | -1.85% |
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.