Vault-13

MFS INTER INCOME TR

SH BEN INT · CUSIP 55273C107

85 institutional holders -1 vs Q4 2025
60,906,53760.9m shares reported held*
$153.0mreported value*
7 new 29 added 15 reduced 8 sold out net bought ≈ $3.0m (+1.2m 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 ≈ $2.51.

Trends to Q1 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: 8585Q3 22Q3 23Q3 24Q3 25Q1 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

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 34 bought or addedQ2 24: 35 cut or sold outQ3 24: 39 bought or addedQ3 24: 30 cut or sold outQ3 24Q4 24: 30 bought or addedQ4 24: 36 cut or sold outQ1 25: 29 bought or addedQ1 25: 34 cut or sold outQ1 25Q2 25: 32 bought or addedQ2 25: 25 cut or sold outQ3 25: 26 bought or addedQ3 25: 29 cut or sold outQ3 25Q4 25: 32 bought or addedQ4 25: 25 cut or sold outQ1 26: 36 bought or addedQ1 26: 23 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243435
Q3 20243930
Q4 20243036
Q1 20252934
Q2 20253225
Q3 20252629
Q4 20253225
Q1 20263623

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +1,282,901+1.3m
Karpus Management, Inc. Added +890,186+890.2k
AMERIPRISE FINANCIAL INC Added +258,505+258.5k
RAYMOND JAMES FINANCIAL INC Added +256,110+256.1k
Shaker Financial Services, LLC Added +222,743+222.7k
1607 Capital Partners, LLC Added +116,096+116.1k
TWO SIGMA SECURITIES, LLC New +100,836+100.8k
MORGAN STANLEY Added +74,598+74.6k
JANE STREET GROUP, LLC Added +48,252+48.3k
SMITH, MOORE & CO. Added +37,300+37.3k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -1,687,041-1.7m
WELLS FARGO & COMPANY/MN Reduced -376,993-377.0k
CITADEL ADVISORS LLC Reduced -73,103-73.1k
LPL Financial LLC Reduced -65,301-65.3k
Cetera Investment Advisers Reduced -22,515-22.5k
NewEdge Advisors, LLC Reduced -19,700-19.7k
Penbrook Management LLC Sold out -18,750-18.8k
ROYAL BANK OF CANADA Reduced -14,690-14.7k
Kingsview Wealth Management, LLC Reduced -13,532-13.5k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -13,108-13.1k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 1.55% of their portfolio Minneapolis, MN 30,450,87630.5m $76.4m $76.4m 1.55% Added +1.3m +1,282,901
2 1607 Capital Partners, LLC 1.15% of their portfolio Richmond, VA 6,334,5726.3m $15.9m $15.9m 1.15% Added +116.1k +116,096
3 Karpus Management, Inc. 0.41% of their portfolio Pittsford, NY 5,275,9105.3m $13.2m $13.2m 0.41% Added +890.2k +890,186
4 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,216,1844.2m $10.6m $10.6m 0.00% Added +258.5k +258,505
5 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 4,134,9584.1m $10.4m $10.4m 0.02% Unchanged
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,319,5851.3m $3.3m $3.3m 0.00% Added +74.6k +74,598
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,085,7521.1m $2.7m $2.7m 0.00% Added +18.7k +18,689
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 983,464983.5k $2.5m $2.5m 0.00% Reduced -65.3k -65,301
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 970,447970.4k $2.4m $2.4m 0.00% Reduced -6.5k -6,546
10 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 728,657728.7k $1.9m $1.9m 0.01% Added +26.8k +26,810
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 615,455615.5k $1.5m $1.5m 0.00% Added +256.1k +256,110
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 420,567420.6k $1.1m $1.1m 0.00% Reduced -1.7m -1,687,041
13 Shaker Financial Services, LLC 0.31% of their portfolio Arlington, VA 356,834356.8k $895.7k $895.7k 0.31% Added +222.7k +222,743
14 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 347,425347.4k $872.0k $872.0k 0.00% Added +5.1k +5,075
15 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 301,802301.8k $757.5k $757.5k 0.01% Added +250 +250
16 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 268,517268.5k $674.0k $674.0k 0.03% Added +3.4k +3,399
17 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 264,194264.2k $663.1k $663.1k 0.00% Added +21.0k +21,000
18 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 234,782234.8k $589.3k $589.3k 0.01% Reduced -13.5k -13,532
19 Fortitude Advisory Group L.L.C. 0.26% of their portfolio GIG HARBOR, WA 227,811227.8k $571.8k $571.8k 0.26% Unchanged
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 164,042164.0k $411.7k $411.7k 0.00% Added +1.3k +1,330
21 DECISION INVESTMENTS, INC 0.47% of their portfolio SAN DIEGO, CA 163,000163.0k $409.1k $409.1k 0.47% Added +10.1k +10,100
22 Tolleson Wealth Management, Inc. 0.05% of their portfolio DALLAS, TX 129,626129.6k $325.4k $325.4k 0.05% Unchanged
23 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 128,255128.3k $321.9k $321.9k 0.00% Added +4.0k +4,000
24 EVOKE WEALTH, LLC 0.01% of their portfolio Los Angeles, CA 113,000113.0k $283.6k $283.6k 0.01% Unchanged
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 104,970105.0k $263.5k $263.5k 0.00% Reduced -377.0k -376,993
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 104,287104.3k $262.0k $262.0k 0.00% Reduced -14.7k -14,690
27 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 100,836100.8k $253.1k $253.1k 0.03% New
28 SMITH, MOORE & CO. 0.02% of their portfolio CLAYTON, MO 91,31991.3k $229.2k $229.2k 0.02% Added +37.3k +37,300
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 83,12483.1k $208.6k $208.6k 0.00% Added +14.7k +14,701
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 75,17575.2k $188.7k $188.7k 0.00% Added +48.3k +48,252
31 Dakota Wealth Management 0.00% of their portfolio PALM BEACH GARDENS, FL 72,35072.3k $181.6k $181.6k 0.00% Added +11.8k +11,750
32 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 68,36268.4k $171.6k $171.6k 0.00% Added +10.2k +10,225
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 67,38667.4k $169.1k $169.1k 0.00% Added +5.5k +5,538
34 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 60,00060.0k $150.6k $150.6k 0.00% Reduced -10.0k -10,000
35 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 46,20046.2k $116.0k $116.0k 0.00% Unchanged
36 Ethos Financial Group, LLC 0.01% of their portfolio KING OF PRUSSIA, PA 45,08345.1k $117.7k $117.7k 0.01% Unchanged
37 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 44,50644.5k $111.7k $111.7k 0.00% Reduced -22.5k -22,515
38 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 43,02543.0k $108.0k $108.0k 0.00% Unchanged
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,64840.6k $102.0k $102.0k 0.00% Reduced -73.1k -73,103
40 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 39,40039.4k $98.9k $98.9k 0.00% Reduced -19.7k -19,700
41 MELFA WEALTH MANAGEMENT, INC. 0.05% of their portfolio WESTBOROUGH, MA 34,13334.1k $85.7k $85.7k 0.05% Unchanged
42 EVOLVE PRIVATE WEALTH, LLC 0.00% of their portfolio LOS ANGELES, CA 30,00030.0k $75.3k $75.3k 0.00% New
43 BTG Pactual Asset Management US LLC 0.01% of their portfolio NEW YORK, NY 28,61528.6k $71.8k $71.8k 0.01% Unchanged
44 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 27,17027.2k $68.2k $68.2k 0.00% Unchanged
45 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 27,01527.0k $67.8k $67.8k 0.00% Unchanged
46 INTEGRITY ALLIANCE, LLC. 0.00% of their portfolio Urbandale, IA 26,06126.1k $65.4k $65.4k 0.00% Added +300 +300
47 Argent Trust Co 0.00% of their portfolio NASHVILLE, TN 26,00026.0k $65.3k $65.3k 0.00% Unchanged
48 GatePass Capital, LLC 0.03% of their portfolio INDEPENDENCE, OH 26,00026.0k $65.3k $65.3k 0.03% New
49 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 25,87525.9k $64.9k $64.9k 0.00% Unchanged
50 Compound Planning, Inc. 0.00% of their portfolio NEW YORK, NY 25,79725.8k $64.7k $64.7k 0.00% Added +8.6k +8,584
51 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 23,82823.8k $59.8k $59.8k 0.00% Unchanged
52 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 22,26022.3k $56.0k $56.0k 0.00% Added +356 +356
53 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 19,68719.7k $49.4k $49.4k 0.00% New
54 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 16,71016.7k $41.9k $41.9k 0.00% New
55 Register Financial Advisors LLC 0.02% of their portfolio ATLANTA, GA 16,40816.4k $41.2k $41.2k 0.02% Added +364 +364
56 PHILADELPHIA TRUST CO 0.00% of their portfolio PHILADELPHIA, PA 16,10016.1k $40.0k $40.0k 0.00% Unchanged
57 RHODES INVESTMENT ADVISORS INC /ADV 0.03% of their portfolio FORT WORTH, TX 15,70015.7k $39.4k $39.4k 0.03% Reduced -3.0k -3,000
58 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 15,33015.3k $38.5k $38.5k 0.00% New
59 Moors & Cabot, Inc. 0.00% of their portfolio BOSTON, MA 15,00015.0k $37.6k $37.6k 0.00% Reduced -12.9k -12,897
60 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 14,76314.8k $36.8k $36.8k 0.00% Added +36 +36
61 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,83313.8k $34.7k $34.7k 0.00% Unchanged
62 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 12,77712.8k $32.1k $32.1k 0.00% Reduced -475 -475
63 Commonwealth Financial Services, LLC 0.00% of their portfolio VIENNA, WV 12,00012.0k $30.1k $30.1k 0.00% Unchanged
64 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,75011.8k $29.5k $29.5k 0.00% Unchanged
65 Wealth Quarterback LLC 0.01% of their portfolio TOMS RIVER, NJ 10,55110.6k $26.5k $26.5k 0.01% Unchanged
66 Rossmore Private Capital 0.00% of their portfolio GLASTONBURY, CT 10,27510.3k $25.8k $25.8k 0.00% Unchanged
67 BRAVE ASSET MANAGEMENT INC 0.01% of their portfolio Summit, NJ 10,00010.0k $25.1k $25.1k 0.01% Unchanged
68 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 10,00010.0k $25.1k $25.1k 0.00% Reduced -7.0k -7,000
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,00010.0k $24.7k $24.7k 0.00% Reduced -83 -83
70 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,1008.1k $20.3k $20.3k 0.00% Added +100 +100
71 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,5004.5k $11.3k $11.3k 0.00% Unchanged
72 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 4,0004.0k $10.0k $10.0k 0.00% Unchanged
73 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 3,0003.0k $7.5k $7.5k 0.00% Unchanged
74 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,6822.7k $6.7k $6.7k 0.00% Unchanged
75 Marshall & Sterling Wealth Advisors Inc. 0.00% of their portfolio POUGHKEEPSIE, NY 1,7711.8k $4.4k $4.4k 0.00% Unchanged
76 EASTERN BANK 0.00% of their portfolio BOSTON, MA 1,6001.6k $4.0k $4.0k 0.00% Unchanged
77 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 1,0001.0k $2.5k $2.5k 0.00% Unchanged
78 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 900900 $2.3k $2.3k 0.00% Unchanged
79 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 660660 $1.7k $1.7k 0.00% New
80 ALBION FINANCIAL GROUP /UT 0.00% of their portfolio SALT LAKE CITY, UT 631631 $1.6k $1.6k 0.00% Unchanged
81 PFS Partners, LLC 0.00% of their portfolio MINE HILL, NJ 611611 $1.5k $1.5k 0.00% Added +14 +14
82 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 500500 $1.3k $1.3k 0.00% Unchanged
83 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 333333 $836 $836 0.00% Unchanged
84 COUNTRY TRUST BANK 0.00% of their portfolio Bloomington, IL 150150 $377 $377 0.00% Unchanged
85 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 7575 $188 $188 0.00% Unchanged