MFS INTER INCOME TR (MIN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
79
Reporting holders
$76.0M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $13.1M | 5,323,675 | 0.38% | 18q | +0.9%+$118.0K |
| AMERIPRISE FINANCIAL INC | $11.6M | 4,708,407 | 0.00% | 30q | -44.2%-$9.2M |
| 1607 Capital Partners, LLC | $11.0M | 4,448,916 | 0.96% | 31q | -29.8%-$4.7M |
| Allspring Global Investments Holdings, LLC | $10.2M | 4,134,958 | 0.02% | 19q | HELD |
| OSAIC HOLDINGS, INC. | $5.1M | 2,057,827 | 0.01% | 26q | +389.3%+$4.0M |
| MORGAN STANLEY | $3.5M | 1,427,180 | 0.00% | 35q | +8.2%+$265.8K |
| Invesco Ltd. | $2.7M | 1,104,329 | 0.00% | 31q | +1.7%+$45.9K |
| BANK OF AMERICA CORP /DE/ | $2.4M | 991,304 | 0.00% | 31q | +2.1%+$51.5K |
| LPL Financial LLC | $2.4M | 978,962 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 725,969 | 0.00% | 7q | +18.0%+$273.0K |
| Equitable Holdings, Inc. | $1.7M | 696,905 | 0.01% | 16q | -4.4%-$78.4K |
| GatePass Capital, LLC | $1.5M | 601,200 | 0.56% | 2q | +2212.3%+$1.4M |
| Ameritas Advisory Services, LLC | $824.2K | 333,668 | 0.02% | 10q | +24.3%+$160.9K |
| Focus Partners Wealth | $777.2K | 314,646 | 0.00% | 7q | +19.1%+$124.6K |
| Advisors Asset Management, Inc. | $744.2K | 301,288 | 0.01% | 5q | HELD |
| Kingsview Wealth Management, LLC | $581.8K | 235,530 | 0.01% | 12q | HELD |
| Fortitude Advisory Group L.L.C. | $543.2K | 219,928 | 0.21% | 19q | -3.5%-$19.5K |
| DECISION INVESTMENTS, INC | $427.1K | 172,900 | 0.39% | 3q | +6.1%+$24.5K |
| UBS Group AG | $371.3K | 150,333 | 0.00% | 31q | -8.4%-$33.9K |
| Shaker Financial Services, LLC | $350.8K | 142,034 | 0.11% | 12q | -60.2%-$530.6K |
| Tolleson Wealth Management, Inc. | $336.9K | 136,417 | 0.05% | 11q | +5.2%+$16.8K |
| STEPHENS INC /AR/ | $316.8K | 128,255 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $257.5K | 104,232 | 0.00% | 31q | -50.4%-$261.1K |
| ROYAL BANK OF CANADA | $226.0K | 91,521 | 0.00% | 31q | -12.2%-$31.5K |
| SMITH, MOORE & CO. | $225.6K | 91,319 | 0.01% | 31q | HELD |
| MAI Capital Management | $209.9K | 85,000 | 0.00% | new | NEW |
| Dakota Wealth Management | $178.7K | 72,350 | 0.00% | 15q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $174.9K | 70,810 | 0.00% | 7q | -14.8%-$30.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $166.5K | 67,413 | 0.00% | 31q | HELD |
| OPPENHEIMER & CO INC | $148.2K | 60,000 | 0.00% | 30q | HELD |
| Cresset Asset Management, LLC | $135.3K | 54,787 | 0.00% | 17q | +18.6%+$21.2K |
| CAPTRUST FINANCIAL ADVISORS | $135.0K | 54,647 | 0.00% | 14q | -20.1%-$33.9K |
| Ethos Financial Group, LLC | $108.7K | 44,027 | 0.01% | 6q | -2.3%-$2.6K |
| TWO SIGMA SECURITIES, LLC | $105.6K | 42,763 | 0.01% | 2q | -57.6%-$143.4K |
| Wealthspire Advisors, LLC | $99.7K | 40,374 | 0.00% | 5q | -6.2%-$6.5K |
| Cetera Investment Advisers | $99.0K | 40,089 | 0.00% | 10q | -9.9%-$10.9K |
| MELFA WEALTH MANAGEMENT, INC. | $84.3K | 34,133 | 0.05% | 13q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $82.5K | 33,381,994 | 1.56% | 31q | +9.6%+$7.2K |
| EVOLVE PRIVATE WEALTH, LLC | $74.1K | 30,000 | 0.00% | 2q | HELD |
| BTG Pactual Asset Management US LLC | $70.7K | 28,615 | 0.00% | 8q | HELD |
| BENJAMIN EDWARDS INC | $67.1K | 27,170 | 0.00% | 4q | HELD |
| CHOREO, LLC | $66.7K | 27,015 | 0.00% | 9q | HELD |
| INTEGRITY ALLIANCE, LLC. | $65.1K | 26,372 | 0.00% | 4q | +1.2% |
| Compound Planning, Inc. | $63.9K | 25,884 | 0.00% | 3q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $63.9K | 25,875 | 0.00% | 7q | HELD |
| Sanctuary Advisors, LLC | $58.9K | 23,828 | 0.00% | 9q | HELD |
| Argent Trust Co | $51.9K | 21,032 | 0.00% | 16q | -19.1%-$12.3K |
| NewEdge Advisors, LLC | $44.0K | 17,800 | 0.00% | 19q | -54.8%-$53.4K |
| Advisory Solutions Group, LLC | $43.4K | 17,577 | 0.01% | new | FIRST |
| StoneX Group Inc. | $41.6K | 16,861 | 0.00% | new | NEW |
| Register Financial Advisors LLC | $41.5K | 16,785 | 0.01% | 11q | +2.3% |
| RHODES INVESTMENT ADVISORS INC /ADV | $37.5K | 15,200 | 0.03% | 3q | -3.2%-$1.2K |
| JANE STREET GROUP, LLC | $37.0K | 14,979 | 0.00% | 4q | -80.1%-$148.7K |
| XTX Topco Ltd | $33.2K | 13,455 | 0.00% | 2q | -19.5%-$8.0K |
| Moors & Cabot, Inc. | $32.1K | 13,000 | 0.00% | 6q | -13.3%-$4.9K |
| PFG Investments, LLC | $31.6K | 12,777 | 0.00% | 8q | HELD |
| Commonwealth Financial Services, LLC | $29.6K | 12,000 | 0.00% | 12q | HELD |
| HighTower Advisors, LLC | $28.0K | 11,333 | 0.00% | 31q | -18.1%-$6.2K |
| Advisory Services Network, LLC | $26.5K | 10,714 | 0.00% | 7q | +7.1%+$1.8K |
| Wealth Quarterback LLC | $26.1K | 10,551 | 0.01% | 5q | HELD |
| Rossmore Private Capital | $25.4K | 10,275 | 0.00% | 23q | HELD |
| EP Wealth Advisors, LLC | $25.3K | 10,225 | 0.00% | new | NEW |
| Clear Street Group Inc. | $25.0K | 10,123 | 0.00% | new | NEW |
| Mariner, LLC | $24.7K | 10,000 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $17.0K | 6,878 | 0.00% | 6q | -53.4%-$19.5K |
| LifeSteps Financial, Inc. | $12.3K | 5,000 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $9.9K | 4,006 | 0.00% | new | NEW |
| Concord Wealth Partners | $9.5K | 3,857 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $6.6K | 2,682 | 0.00% | 12q | HELD |
| SHP Wealth Management | $6.4K | 2,611 | 0.00% | 3q | -13.0% |
| Marshall & Sterling Wealth Advisors Inc. | $4.4K | 1,771 | 0.00% | 7q | HELD |
| EASTERN BANK | $4.0K | 1,600 | 0.00% | 6q | HELD |
| Integrated Wealth Concepts LLC | $3.2K | 1,300 | 0.00% | 2q | -91.5%-$34.7K |
| Clearstead Advisors, LLC | $2.2K | 900 | 0.00% | 9q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.6K | 660 | 0.00% | 2q | HELD |
| PFS Partners, LLC | $1.5K | 625 | 0.00% | 11q | +2.3% |
| SOA Wealth Advisors, LLC. | $1.2K | 500 | 0.00% | 23q | HELD |
| JFS WEALTH ADVISORS, LLC | $877 | 355 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $823 | 333 | 0.00% | 11q | HELD |
| COUNTRY TRUST BANK | $371 | 150 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $110 | 44,786 | 0.00% | 31q | +101.2% |
| PHILADELPHIA TRUST CO | $40 | 16,100 | 0.00% | 31q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | 1607 Capital Partners, LLC | 3.9% |
| 2026-08-11 | 13D/A | SIT INVESTMENT ASSOCIATES INCwith 1 co-filers | 29.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 79 | $76.0M | 30,780,770 | 9 | 16 | 24 | 0.0% |
| Q1 2026 | 83 | $87.2M | 34,738,498 | 8 | 25 | 16 | 0.0% |
| Q4 2025 | 82 | $80.4M | 30,815,872 | 6 | 24 | 17 | 0.0% |
| Q3 2025 | 77 | $81.8M | 30,522,327 | 5 | 18 | 15 | 0.0% |
| Q2 2025 | 78 | $90.7M | 33,461,525 | 6 | 20 | 12 | 0.0% |
| Q1 2025 | 83 | $90.0M | 33,458,375 | 12 | 13 | 23 | 0.0% |
| Q4 2024 | 81 | $87.7M | 32,953,947 | 6 | 21 | 15 | 0.0% |
| Q3 2024 | 88 | $88.7M | 32,621,292 | 14 | 20 | 16 | 0.0% |
| Q2 2024 | 82 | $88.1M | 33,124,692 | 6 | 20 | 19 | 0.0% |
| Q1 2024 | 85 | $91.7M | 34,476,861 | 8 | 20 | 14 | 0.0% |
| Q4 2023 | 92 | $92.0M | 34,331,115 | 11 | 17 | 19 | 0.0% |
| Q3 2023 | 82 | $88.9M | 33,184,276 | 8 | 18 | 15 | 0.0% |
| Q2 2023 | 80 | $92.8M | 33,861,439 | 5 | 20 | 21 | 0.0% |
| Q1 2023 | 81 | $94.2M | 34,013,823 | 13 | 18 | 16 | 0.0% |
| Q4 2022 | 74 | $90.6M | 32,817,277 | 14 | 20 | 15 | 0.0% |
| Q3 2022 | 79 | $139.8M | 49,741,736 | 8 | 25 | 13 | 0.0% |
| Q2 2022 | 78 | $143.5M | 48,303,436 | 7 | 17 | 20 | 0.0% |
| Q1 2022 | 80 | $142.8M | 45,327,558 | 11 | 23 | 13 | 0.0% |
| Q4 2021 | 78 | $151.8M | 42,274,307 | 5 | 19 | 19 | 0.0% |
| Q3 2021 | 78 | $145.4M | 40,179,578 | 6 | 18 | 18 | 0.0% |
| Q2 2021 | 78 | $152.5M | 40,788,887 | 2 | 22 | 19 | 0.0% |
| Q1 2021 | 82 | $157.7M | 42,382,446 | 6 | 26 | 17 | 0.0% |
| Q4 2020 | 90 | $171.2M | 44,949,770 | 11 | 19 | 15 | 0.0% |
| Q3 2020 | 89 | $163.4M | 43,802,804 | 14 | 16 | 19 | 0.0% |
| Q2 2020 | 79 | $168.1M | 45,434,902 | 9 | 21 | 15 | 0.0% |
| Q1 2020 | 77 | $164.7M | 45,726,820 | 10 | 14 | 22 | 0.0% |
| Q4 2019 | 79 | $176.7M | 46,509,724 | 10 | 24 | 15 | 0.0% |
| Q3 2019 | 72 | $181.0M | 47,400,349 | 9 | 20 | 13 | 0.0% |
| Q2 2019 | 69 | $182.6M | 47,316,151 | 4 | 17 | 18 | 0.0% |
| Q1 2019 | 77 | $179.9M | 47,340,077 | 14 | 17 | 19 | 0.0% |
| Q4 2018 | 76 | $165.8M | 45,176,642 | 0 | 0 | 3 | 0.0% |