Franklin Master Interm IT-UiPIM
13F holders, Q3 2025 (September 30)60holders +2
11new positions
8sold out
$3.44avg. 13F price*
At the end of Q3 2025, 60 institutions reported holding Franklin Master Interm IT-Ui (PIM) in their 13F filings, up 2 from Q2 2025. 11 opened new positions and 8 sold out. The largest holders were Sit Investment Associates Inc. ($80.8M), Sheets Smith Investment Management ($3.8M) and 1607 Capital Partners, LLC ($1.4M).
- Company
- Franklin Master Interm IT-Ui
- Filed as
- PUTNAM MASTER INTER INCOME T (Q3 2025)
- CUSIP
- 746909100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.3M |
| Exits | 8 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,918,002 shares bought and 1,266,424 shares sold, net +651,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Sit Investment Associates Inc. | 1.64% | Reduce -0.6% | 23,490,875 | $80.8M |
| Sheets Smith Investment Management | 2.46% | New | 1,102,294 | $3.8M |
| 1607 Capital Partners, LLC | 0.11% | Reduce -59.1% | 418,152 | $1.4M |
| Consolidated Portfolio Review Corp | 0.16% | Add +1.1% | 367,187 | $1.3M |
| Sheets Smith Wealth Management | 0.09% | New | 241,227 | $830K |
| Morgan Stanley | 0.00% | Add +13.5% | 215,027 | $740K |
| Summit Financial, LLC | 0.01% | Add +483.4% | 193,220 | $665K |
| NorthCoast Asset Management LLC | 0.00% | Add +12.1% | 189,725 | $653K |
| Penbrook Management LLC | 0.35% | Reduce -0.4% | 147,063 | $506K |
| Gill Capital Partners, LLC | 0.14% | Reduce -17.9% | 136,178 | $468K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 135,064 | $465K |
| WealthTrust Axiom LLC | 0.09% | Add +90.2% | 97,000 | $334K |
| Stifel Financial Corp. | 0.00% | Add +102.1% | 87,480 | $301K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.1% | 81,540 | $280K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 80,925 | $278K |
| Invictus Private Wealth, LLC | 0.02% | New | 76,870 | $264K |
| LPL Financial LLC | 0.00% | Reduce -22.2% | 71,131 | $245K |
| Royal Bank of Canada | 0.00% | Add +0.1% | 70,937 | $244K |
| Allworth Financial LP | 0.00% | No change | 66,272 | $228K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 62,283 | $214K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 57,467 | $198K |
| Mezzasalma Advisors, LLC | 0.05% | Reduce -5.8% | 56,060 | $193K |
| Fortitude Advisory Group L.L.C. | 0.10% | No change | 52,819 | $182K |
| Ethos Financial Group, LLC | 0.01% | Add +5.8% | 52,688 | $181K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.7% | 41,151 | $142K |
| PVG Asset Management Corp. | 0.49% | New | 38,582 | $133K |
| Cetera Investment Advisers | 0.00% | Add +191.1% | 37,303 | $128K |
| Comerica Bank | 0.00% | Add +281.4% | 35,092 | $121K |
| Weaver Consulting Group | 0.03% | Add +7.7% | 35,000 | $120K |
| Thrivent Financial for Lutherans | 0.00% | New | 32,813 | $113K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 27,700 | $95K |
| UBS Group AG | 0.00% | Add +0.8% | 25,584 | $88K |
| Osaic Holdings, Inc. | 0.00% | Add +6.4% | 23,049 | $77K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.0% | 22,222 | $76K |
| Bard Financial Services, Inc. | 0.01% | No change | 21,540 | $74K |
| Balefire, LLC | 0.01% | Add +100.6% | 21,059 | $72K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.4% | 20,659 | $71K |
| Northstar Financial Companies, Inc. | 0.06% | No change | 20,245 | $70K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.5% | 17,008 | $59K |
| Baird Financial Group, Inc. | 0.00% | New | 16,000 | $55K |
| Graves Light Lenhart Wealth, Inc. | 0.01% | No change | 14,300 | $49K |
| Koshinski Asset Management, Inc. | 0.00% | No change | 14,000 | $48K |
| Shufro Rose & Co. LLC | 0.00% | No change | 11,000 | $37K |
| Gridiron Partners, LLC | 0.02% | No change | 10,507 | $36K |
| Chicago Partners Investment Group LLC | 0.00% | Add +0.7% | 10,600 | $36K |
| WealthShield Partners, LLC | 0.00% | No change | 10,000 | $34K |
| Key Financial Inc | 0.01% | No change | 9,500 | $32K |
| Global Wealth Strategies & Associates | 0.01% | New | 9,220 | $32K |
| Wells Fargo & Company | 0.00% | Add +0.1% | 5,346 | $18K |
| MAI Capital Management | 0.00% | No change | 5,000 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 4,885 | $17K |
| Bank of America Corp. | 0.00% | Add +0.3% | 3,554 | $12K |
| Hollencrest Capital Management | 0.00% | No change | 3,067 | $11K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 2,500 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.9% | 840 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 649 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 600 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 339 | $1K |
| Financial Consulate, Inc. | 0.00% | New | 200 | $688 |
"% of holder's portfolio" is PIM's weight in each manager's 13F, not the share of Franklin Master Interm IT-Ui the manager owns.