PIM Putnam Master Intermediate Inc
Putnam Master Intermediate Inc (PIM) Institutional Ownership
What the institutions did with PIM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 22.7M | 81.7% |
| PVG ASSET MANAGEMENT CORP | 1.2M | 4.4% |
| Summit Financial, LLC | 879.7K | 3.2% |
| SHEETS SMITH WEALTH MANAGEMENT | 224.0K | 0.8% |
| 1607 Capital Partners, LLC | 221.9K | 0.8% |
| Shaker Financial Services, LLC | 219.8K | 0.8% |
| Focus Partners Wealth | 189.7K | 0.7% |
| MORGAN STANLEY | 165.4K | 0.6% |
| Penbrook Management LLC | 147.1K | 0.5% |
| GILL CAPITAL PARTNERS, LLC | 141.6K | 0.5% |
| WealthTrust Axiom LLC | 136.5K | 0.5% |
| Janney Montgomery Scott LLC | 131.8K | 0.5% |
| ENVESTNET ASSET MANAGEMENT INC | 128.9K | 0.5% |
| LPL Financial LLC | 86.5K | 0.3% |
| MELFA WEALTH MANAGEMENT, INC. | 80.9K | 0.3% |
| ROYAL BANK OF CANADA | 68.7K | 0.2% |
| ECLECTIC ASSOCIATES INC /ADV | 67.4K | 0.2% |
| Baird Financial Group, Inc. | 66.5K | 0.2% |
| Allworth Financial LP | 66.3K | 0.2% |
| Fortitude Advisory Group L.L.C. | 62.1K | 0.2% |
| Mezzasalma Advisors, LLC | 55.8K | 0.2% |
| Cetera Investment Advisers | 53.1K | 0.2% |
| NewEdge Advisors, LLC | 52.6K | 0.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 52.2K | 0.2% |
| HRT FINANCIAL LP | 50.6K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Summit Financial, LLC | New | 0 | 879.7K | +879.7K |
| Shaker Financial Services, LLC | New | 0 | 219.8K | +219.8K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 255.1K | 128.9K | -126.2K |
| 1607 Capital Partners, LLC | Reduced | 342.9K | 221.9K | -121.0K |
| HRT FINANCIAL LP | New | 0 | 50.6K | +50.6K |
| INVICTUS PRIVATE WEALTH, LLC | Sold Out | 42.8K | 0 | -42.8K |
| SIT INVESTMENT ASSOCIATES INC | Reduced | 22.7M | 22.7M | -29.3K |
| Integrity Advisory Solutions, LLC | Sold Out | 26.5K | 0 | -26.5K |
| Blue Trust, Inc. | Sold Out | 25.3K | 0 | -25.3K |
| WealthTrust Axiom LLC | Increased | 116.0K | 136.5K | +20.5K |
| Atria Investments, Inc | Sold Out | 20.2K | 0 | -20.2K |
| CITADEL ADVISORS LLC | Sold Out | 18.7K | 0 | -18.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 17.0K | 34.0K | +17.0K |
| BANK OF AMERICA CORP /DE/ | New | 0 | 16.6K | +16.6K |
| Perigon Wealth Management, LLC | New | 0 | 14.5K | +14.5K |
| RAYMOND JAMES FINANCIAL INC | New | 0 | 14.1K | +14.1K |
| SHEETS SMITH WEALTH MANAGEMENT | Reduced | 238.1K | 224.0K | -14.1K |
| JANE STREET GROUP, LLC | New | 0 | 13.7K | +13.7K |
| WealthShield Partners, LLC | Sold Out | 13.0K | 0 | -13.0K |
| LPL Financial LLC | Increased | 73.6K | 86.5K | +12.8K |
| Cetera Investment Advisers | Increased | 40.7K | 53.1K | +12.4K |
| Closed-End Fund Advisors, Inc. | New | 0 | 11.6K | +11.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 63.3K | 52.2K | -11.1K |
| Vestmark Advisory Solutions, Inc. | Reduced | 27.7K | 16.7K | -11.0K |
| ELEVATION POINT WEALTH PARTNERS, LLC | Reduced | 27.7K | 16.7K | -11.0K |
| Key Financial Inc | Sold Out | 9.5K | 0 | -9.5K |
| Fortitude Advisory Group L.L.C. | Increased | 52.8K | 62.1K | +9.3K |
| Global Wealth Strategies & Associates | Sold Out | 9.2K | 0 | -9.2K |
| UBS Group AG | Reduced | 26.4K | 17.9K | -8.5K |
| MORGAN STANLEY | Reduced | 171.6K | 165.4K | -6.2K |
| MAI Capital Management | Sold Out | 6.0K | 0 | -6.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 24.8K | 30.1K | +5.3K |
| ECLECTIC ASSOCIATES INC /ADV | Reduced | 72.1K | 67.4K | -4.7K |
| Baird Financial Group, Inc. | Increased | 62.5K | 66.5K | +4.0K |
| Northstar Financial Companies, Inc. | Reduced | 14.9K | 11.8K | -3.1K |
| PVG ASSET MANAGEMENT CORP | Increased | 1.2M | 1.2M | +3.1K |
| JONES FINANCIAL COMPANIES LLLP | Sold Out | 3.0K | 0 | -3.0K |
| Stratos Wealth Partners, LTD. | Increased | 25.3K | 28.2K | +2.9K |
| Balefire, LLC | Increased | 21.2K | 23.8K | +2.6K |
| OSAIC HOLDINGS, INC. | Reduced | 30.5K | 28.6K | -1.9K |
| GILL CAPITAL PARTNERS, LLC | Increased | 139.7K | 141.6K | +1.9K |
| Ethos Financial Group, LLC | Reduced | 46.7K | 44.8K | -1.8K |
| FIFTH THIRD BANCORP | Reduced | 36.6K | 35.4K | -1.2K |
| TOUNJIAN ADVISORY PARTNERS, LLC | New | 0 | 1.2K | +1.2K |
| Mezzasalma Advisors, LLC | Increased | 54.7K | 55.8K | +1.1K |
| Oakmont Advisory Group, LLC | New | 0 | 1.1K | +1.1K |
| STIFEL FINANCIAL CORP | Reduced | 21.3K | 20.4K | -963 |
| Concord Wealth Partners | New | 0 | 700 | +700 |
| MOTCO | Sold Out | 547 | 0 | -547 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | New | 0 | 502 | +502 |
| NewEdge Advisors, LLC | Reduced | 53.0K | 52.6K | -404 |
| Janney Montgomery Scott LLC | Reduced | 132.1K | 131.8K | -361 |
| HARBOUR INVESTMENTS, INC. | Sold Out | 339 | 0 | -339 |
| HUB Investment Partners, LLC | Reduced | 39.8K | 39.6K | -268 |
| WELLS FARGO & COMPANY/MN | Reduced | 5.3K | 5.3K | -5 |
| Hilton Head Capital Partners, LLC | Sold Out | 2 | 0 | -2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.