Franklin Master Interm IT-UiPIM

13F holders, Q4 2025 (December 31)
60holders
8new positions
7sold out
$3.34avg. 13F price*

At the end of Q4 2025, 60 institutions reported holding Franklin Master Interm IT-Ui (PIM) in their 13F filings, unchanged from Q3 2025. 8 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($75.9M), Summit Financial, LLC ($2.0M) and PVG Asset Management Corp. ($1.6M).

Company
Franklin Master Interm IT-Ui
Filed as
PUTNAM MASTER INTER INCOME T (Q4 2025)
CUSIP
746909100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 46Q1 2024Q2 2024: 48Q2 2024Q3 2024: 46Q3 2024Q4 2024: 56Q4 2024Q1 2025: 58Q1 2025Q2 2025: 58Q2 2025Q3 2025: 60Q3 2025Q4 2025: 60Q4 2025Q1 2026: 59Q1 2026Q2 2026: 59Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$1.2M
Exits7$2.2M

All 13F filers, Q3 2025 → Q4 2025: 1,402,763 shares bought and 1,640,954 shares sold, net −238,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Sit Investment Associates Inc. 1.49% Reduce -3.2% 22,729,288 $75.9M
Summit Financial, LLC 0.03% Add +206.4% 592,051 $2.0M
PVG Asset Management Corp. 3.43% Add +1151.3% 482,759 $1.6M
1607 Capital Partners, LLC 0.08% Reduce -18.0% 342,922 $1.1M
Sheets Smith Wealth Management 0.09% No change 241,227 $806K
Envestnet Asset Management Inc. 0.00% Add +293.3% 226,015 $755K
Focus Partners Wealth 0.00% New 189,725 $634K
Morgan Stanley 0.00% Reduce -19.7% 172,669 $577K
Penbrook Management LLC 0.34% No change 147,063 $491K
Gill Capital Partners, LLC 0.14% Add +1.3% 137,896 $461K
Janney Montgomery Scott LLC 0.00% Reduce -2.4% 131,773 $440K
WealthTrust Axiom LLC 0.09% Add +11.3% 108,000 $361K
Melfa Wealth Management, Inc. 0.16% No change 80,925 $270K
NewEdge Advisors, LLC 0.00% Reduce -2.5% 79,530 $266K
LPL Financial LLC 0.00% Reduce -1.0% 70,396 $235K
Royal Bank of Canada 0.00% Reduce -3.1% 68,719 $229K
Allworth Financial LP 0.00% No change 66,272 $221K
Commonwealth Equity Services, LLC 0.00% Add +0.4% 62,530 $209K
Eclectic Associates Inc. 0.03% New 53,581 $179K
Mezzasalma Advisors, LLC 0.04% Reduce -4.3% 53,629 $178K
Fortitude Advisory Group L.L.C. 0.07% No change 52,819 $176K
Ethos Financial Group, LLC 0.01% Reduce -11.4% 46,659 $156K
Invictus Private Wealth, LLC 0.01% Reduce -45.4% 42,000 $140K
Weaver Consulting Group 0.03% Add +20.0% 42,000 $140K
HUB Investment Partners, LLC 0.00% Add +0.3% 41,252 $138K
Cetera Investment Advisers 0.00% Add +6.8% 39,847 $133K
Comerica Bank 0.00% No change 35,092 $117K
Baird Financial Group, Inc. 0.00% Add +84.4% 29,500 $99K
Elevation Point Wealth Partners, LLC 0.00% No change 27,700 $93K
Vestmark Advisory Solutions, Inc. 0.00% New 27,700 $93K
Osaic Holdings, Inc. 0.00% Add +13.2% 26,088 $87K
Blue Trust, Inc. 0.00% New 25,260 $84K
UBS Group AG 0.00% Reduce -9.4% 23,184 $77K
Integrity Advisory Solutions, LLC 0.01% New 21,899 $73K
Balefire, LLC 0.01% Add +0.3% 21,120 $71K
Stratos Wealth Partners, LTD. 0.00% No change 20,659 $69K
Cambridge Investment Research Advisors, Inc. 0.00% No change 17,008 $57K
Stifel Financial Corp. 0.00% Reduce -80.7% 16,852 $56K
Atria Investments, Inc 0.00% New 16,087 $54K
Graves Light Lenhart Wealth, Inc. 0.01% No change 14,300 $48K
Koshinski Asset Management, Inc. 0.00% No change 14,000 $47K
Landscape Capital Management, L.L.C. 0.00% New 13,615 $45K
WealthShield Partners, LLC 0.00% Add +30.0% 13,000 $43K
Shufro Rose & Co. LLC 0.00% No change 11,000 $37K
Gridiron Partners, LLC 0.02% No change 10,507 $35K
Chicago Partners Investment Group LLC 0.00% No change 10,600 $35K
Key Financial Inc 0.01% No change 9,500 $32K
Global Wealth Strategies & Associates 0.01% No change 9,220 $31K
MAI Capital Management 0.00% Add +20.0% 6,000 $20K
Rothschild Investment LLC 0.00% No change 4,885 $16K
Wells Fargo & Company 0.00% Reduce -13.6% 4,617 $15K
Bank of America Corp. 0.00% Reduce -9.5% 3,215 $11K
Measured Wealth Private Client Group, LLC 0.00% No change 2,500 $8K
Global Retirement Partners, LLC 0.00% No change 649 $2K
Highline Wealth Partners LLC 0.00% No change 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% No change 200 $668
CoreCap Advisors, LLC 0.00% New 130 $434
Hilton Head Capital Partners, LLC 0.00% — 2 $7

"% 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.