Vault-13

MFS INTER INCOME TR

SH BEN INT · CUSIP 55273C107

81 institutional holders -4 vs Q1 2026
64,219,64464.2m shares reported held*
$158.6mreported value*
8 new 22 added 25 reduced 10 sold out net bought ≈ $8.2m (+3.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $2.47.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 85Q4 22: 91Q1 23: 96Q2 23: 93Q3 23: 93Q4 23: 102Q1 24: 99Q2 24: 93Q3 24: 99Q4 24: 89Q1 25: 91Q2 25: 88Q3 25: 84Q4 25: 86Q1 26: 85Q2 26: 8181Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202285
Q4 202291
Q1 202396
Q2 202393
Q3 202393
Q4 2023102
Q1 202499
Q2 202493
Q3 202499
Q4 202489
Q1 202591
Q2 202588
Q3 202584
Q4 202586
Q1 202685
Q2 202681

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 39 bought or addedQ3 24: 30 cut or sold outQ4 24: 30 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 29 bought or addedQ1 25: 34 cut or sold outQ2 25: 32 bought or addedQ2 25: 25 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 29 cut or sold outQ4 25: 32 bought or addedQ4 25: 25 cut or sold outQ4 25Q1 26: 36 bought or addedQ1 26: 23 cut or sold outQ2 26: 30 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243930
Q4 20243036
Q1 20252934
Q2 20253225
Q3 20252629
Q4 20253225
Q1 20263623
Q2 20263035

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +2,931,118+2.9m
OSAIC HOLDINGS, INC. Added +1,637,260+1.6m
GatePass Capital, LLC Added +575,200+575.2k
AMERIPRISE FINANCIAL INC Added +492,223+492.2k
RAYMOND JAMES FINANCIAL INC Added +110,514+110.5k
MORGAN STANLEY Added +107,595+107.6k
MAI Capital Management New +85,000+85.0k
Ameritas Advisory Services, LLC Added +65,151+65.2k
Focus Partners Wealth Added +50,452+50.5k
Karpus Management, Inc. Added +47,765+47.8k

Biggest sellers

1607 Capital Partners, LLC Reduced -1,885,656-1.9m
Private Advisor Group, LLC Sold out -347,425-347.4k
Shaker Financial Services, LLC Reduced -214,800-214.8k
EVOKE WEALTH, LLC Sold out -113,000-113.0k
JANE STREET GROUP, LLC Reduced -60,196-60.2k
TWO SIGMA SECURITIES, LLC Reduced -58,073-58.1k
CITADEL ADVISORS LLC Sold out -40,648-40.6k
Equitable Holdings, Inc. Reduced -31,752-31.8k
NewEdge Advisors, LLC Reduced -21,600-21.6k
WOLVERINE ASSET MANAGEMENT LLC Sold out -19,687-19.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution +1.2 pts · filed 2026-10-01 31.1% +1.2 pts 35.4m≈ $87.4m 2026-10-01

Fell to 5% or below in the last year: 1607 Capital Partners, LLC (3.9%, 2026-08-14)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 1.56% of their portfolio Minneapolis, MN 33,381,99433.4m $82.5m $82.5m 1.56% Added +2.9m +2,931,118
2 Karpus Management, Inc. 0.38% of their portfolio Pittsford, NY 5,323,6755.3m $13.1m $13.1m 0.38% Added +47.8k +47,765
3 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,708,4074.7m $11.6m $11.6m 0.00% Added +492.2k +492,223
4 1607 Capital Partners, LLC 0.96% of their portfolio Richmond, VA 4,448,9164.4m $11.0m $11.0m 0.96% Reduced -1.9m -1,885,656
5 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 4,134,9584.1m $10.2m $10.2m 0.02% Unchanged
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 2,057,8272.1m $5.1m $5.1m 0.01% Added +1.6m +1,637,260
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,427,1801.4m $3.5m $3.5m 0.00% Added +107.6k +107,595
8 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,104,3291.1m $2.7m $2.7m 0.00% Added +18.6k +18,577
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 991,304991.3k $2.4m $2.4m 0.00% Added +20.9k +20,857
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 978,962979.0k $2.4m $2.4m 0.00% Reduced -4.5k -4,502
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 725,969726.0k $1.8m $1.8m 0.00% Added +110.5k +110,514
12 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 696,905696.9k $1.7m $1.7m 0.01% Reduced -31.8k -31,752
13 GatePass Capital, LLC 0.57% of their portfolio INDEPENDENCE, OH 601,200601.2k $1.5m $1.5m 0.57% Added +575.2k +575,200
14 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 333,668333.7k $824.2k $824.2k 0.02% Added +65.2k +65,151
15 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 314,646314.6k $777.2k $777.2k 0.00% Added +50.5k +50,452
16 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 301,288301.3k $744.2k $744.2k 0.01% Reduced -514 -514
17 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 235,530235.5k $581.8k $581.8k 0.01% Added +748 +748
18 Fortitude Advisory Group L.L.C. 0.21% of their portfolio GIG HARBOR, WA 219,928219.9k $543.2k $543.2k 0.21% Reduced -7.9k -7,883
19 DECISION INVESTMENTS, INC 0.39% of their portfolio SAN DIEGO, CA 172,900172.9k $427.1k $427.1k 0.39% Added +9.9k +9,900
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 150,333150.3k $371.3k $371.3k 0.00% Reduced -13.7k -13,709
21 Shaker Financial Services, LLC 0.11% of their portfolio Arlington, VA 142,034142.0k $350.8k $350.8k 0.11% Reduced -214.8k -214,800
22 Tolleson Wealth Management, Inc. 0.05% of their portfolio DALLAS, TX 136,417136.4k $336.9k $336.9k 0.05% Added +6.8k +6,791
23 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 128,255128.3k $316.8k $316.8k 0.00% Unchanged
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 104,232104.2k $257.5k $257.5k 0.00% Reduced -738 -738
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 91,52191.5k $226.0k $226.0k 0.00% Reduced -12.8k -12,766
26 SMITH, MOORE & CO. 0.01% of their portfolio CLAYTON, MO 91,31991.3k $225.6k $225.6k 0.01% Unchanged
27 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 85,00085.0k $209.9k $209.9k 0.00% New
28 Dakota Wealth Management 0.00% of their portfolio PALM BEACH GARDENS, FL 72,35072.3k $178.7k $178.7k 0.00% Unchanged
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 70,81070.8k $174.9k $174.9k 0.00% Reduced -12.3k -12,314
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 67,41367.4k $166.5k $166.5k 0.00% Added +27 +27
31 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 60,00060.0k $148.2k $148.2k 0.00% Unchanged
32 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 54,78754.8k $135.3k $135.3k 0.00% Added +8.6k +8,587
33 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 54,64754.6k $135.0k $135.0k 0.00% Reduced -13.7k -13,715
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 44,78644.8k $110.0k $110.0k 0.00% Added +22.5k +22,526
35 Ethos Financial Group, LLC 0.01% of their portfolio KING OF PRUSSIA, PA 44,02744.0k $108.7k $108.7k 0.01% Reduced -1.1k -1,056
36 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 42,76342.8k $105.6k $105.6k 0.01% Reduced -58.1k -58,073
37 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 40,37440.4k $99.7k $99.7k 0.00% Reduced -2.7k -2,651
38 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 40,08940.1k $99.0k $99.0k 0.00% Reduced -4.4k -4,417
39 MELFA WEALTH MANAGEMENT, INC. 0.05% of their portfolio WESTBOROUGH, MA 34,13334.1k $84.3k $84.3k 0.05% Unchanged
40 EVOLVE PRIVATE WEALTH, LLC 0.00% of their portfolio LOS ANGELES, CA 30,00030.0k $74.1k $74.1k 0.00% Unchanged
41 BTG Pactual Asset Management US LLC 0.01% of their portfolio NEW YORK, NY 28,61528.6k $70.7k $70.7k 0.01% Unchanged
42 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 27,17027.2k $67.1k $67.1k 0.00% Unchanged
43 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 27,01527.0k $66.7k $66.7k 0.00% Unchanged
44 INTEGRITY ALLIANCE, LLC. 0.00% of their portfolio Urbandale, IA 26,37226.4k $65.1k $65.1k 0.00% Added +311 +311
45 Compound Planning, Inc. 0.00% of their portfolio NEW YORK, NY 25,88425.9k $63.9k $63.9k 0.00% Added +87 +87
46 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 25,87525.9k $63.9k $63.9k 0.00% Unchanged
47 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 23,82823.8k $58.9k $58.9k 0.00% Unchanged
48 Argent Trust Co 0.00% of their portfolio NASHVILLE, TN 21,03221.0k $51.9k $51.9k 0.00% Reduced -5.0k -4,968
49 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,80017.8k $44.0k $44.0k 0.00% Reduced -21.6k -21,600
50 Advisory Solutions Group, LLC 0.01% of their portfolio PLYMOUTH, MN 17,57717.6k $43.4k $43.4k 0.01% First filing
51 StoneX Group Inc. 0.00% of their portfolio NEW YORK, NY 16,86116.9k $41.6k $41.6k 0.00% New
52 Register Financial Advisors LLC 0.01% of their portfolio ATLANTA, GA 16,78516.8k $41.5k $41.5k 0.01% Added +377 +377
53 PHILADELPHIA TRUST CO 0.00% of their portfolio PHILADELPHIA, PA 16,10016.1k $40.0k $40.0k 0.00% Unchanged
54 RHODES INVESTMENT ADVISORS INC /ADV 0.03% of their portfolio FORT WORTH, TX 15,20015.2k $37.5k $37.5k 0.03% Reduced -500 -500
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,97915.0k $37.0k $37.0k 0.00% Reduced -60.2k -60,196
56 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 13,45513.5k $33.2k $33.2k 0.00% Reduced -3.3k -3,255
57 Moors & Cabot, Inc. 0.00% of their portfolio BOSTON, MA 13,00013.0k $32.1k $32.1k 0.00% Reduced -2.0k -2,000
58 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 12,77712.8k $31.6k $31.6k 0.00% Unchanged
59 Commonwealth Financial Services, LLC 0.00% of their portfolio VIENNA, WV 12,00012.0k $29.6k $29.6k 0.00% Unchanged
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,33311.3k $28.0k $28.0k 0.00% Reduced -2.5k -2,500
61 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 10,71410.7k $26.5k $26.5k 0.00% Added +714 +714
62 Wealth Quarterback LLC 0.01% of their portfolio TOMS RIVER, NJ 10,55110.6k $26.1k $26.1k 0.01% Unchanged
63 Rossmore Private Capital 0.00% of their portfolio GLASTONBURY, CT 10,27510.3k $25.4k $25.4k 0.00% Unchanged
64 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 10,22510.2k $25.3k $25.3k 0.00% New
65 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 10,12310.1k $25.0k $25.0k 0.00% New
66 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,00010.0k $24.7k $24.7k 0.00% New
67 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,8786.9k $17.0k $17.0k 0.00% Reduced -7.9k -7,885
68 LifeSteps Financial, Inc. 0.01% of their portfolio CLAREMONT, CA 5,0005.0k $12.3k $12.3k 0.01% New
69 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 3,8573.9k $9.5k $9.5k 0.00% New
70 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,6822.7k $6.6k $6.6k 0.00% Unchanged
71 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 2,6112.6k $6.4k $6.4k 0.00% Reduced -389 -389
72 Marshall & Sterling Wealth Advisors Inc. 0.00% of their portfolio POUGHKEEPSIE, NY 1,7711.8k $4.4k $4.4k 0.00% Unchanged
73 EASTERN BANK 0.00% of their portfolio BOSTON, MA 1,6001.6k $4.0k $4.0k 0.00% Unchanged
74 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,3001.3k $3.2k $3.2k 0.00% Reduced -14.0k -14,030
75 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 900900 $2.2k $2.2k 0.00% Unchanged
76 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 660660 $1.6k $1.6k 0.00% Unchanged
77 PFS Partners, LLC 0.00% of their portfolio MINE HILL, NJ 625625 $1.5k $1.5k 0.00% Added +14 +14
78 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 500500 $1.2k $1.2k 0.00% Unchanged
79 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 355355 $877 $877 0.00% New
80 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 333333 $823 $823 0.00% Unchanged
81 COUNTRY TRUST BANK 0.00% of their portfolio Bloomington, IL 150150 $371 $371 0.00% Unchanged