MFS INTER INCOME TR
CUSIP 55273C107
Mfs Inter Income Tr has 85 institutional holders in Filings Flow’s 13F database, together reporting 60.70M shares worth $76M as of Q1 2026. The largest reported holders are 1607 Capital Partners, LLC, Karpus Management, Inc., and Ameriprise Financial Inc.
Institutional Holders
85
Q1 2026
Reported Value
$76M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| 1607 Capital Partners, LLC$1.4B AUM | 1.15% | $16M | 6.33M | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.41% | $13M | 5.28M | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.31% | $895,654 | 356.8K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.26% | $571,806 | 227.8K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.05% | $85,674 | 34.1K | Q1 2026OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 0.05% | $338,324 | 129.6K | Q4 2025OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.03% | $39,407 | 15.7K | Q1 2026OLDER |
| Penbrook Management LLC$132M AUM | 0.03% | $48,938 | 18.8K | Q4 2025OLDER |
| GatePass Capital, LLC$214M AUM | 0.03% | $65,260 | 26.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $253,098 | 100.8K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $673,979 | 268.5K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.02% | $10M | 4.13M | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $229,211 | 91.3K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.02% | $41,184 | 16.4K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $757,523 | 301.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 728.7K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.01% | $26,483 | 10.6K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.01% | $117,667 | 45.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $589,302 | 234.8K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.01% | $71,824 | 28.6K | Q1 2026OLDER |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.01% | $25,100 | 10.0K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $283,630 | 113.0K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.00% | $30,120 | 12.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $872,037 | 347.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $321,920 | 128.3K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.00% | $75,300 | 30.0K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.00% | $181,599 | 72.3K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $110,416 | 41.2K | Q3 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $4,445 | 1.8K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.00% | $65,413 | 26.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $11M | 4.22M | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.00% | $34,212 | 13.1K | Q4 2025OLDER |
| Rossmore Private Capital$1.1B AUM | 0.00% | $25,790 | 10.3K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.00% | $65,260 | 26.0K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $546,972 | 204.1K | Q3 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.00% | $64,749 | 25.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $150,600 | 60.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.00% | $82,583 | 30.8K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.00% | $37,650 | 15.0K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $64,946 | 25.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 420.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.00% | $32,070 | 12.8K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $10,067 | 3.9K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $107,993 | 43.0K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $10,040 | 4.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $67,808 | 27.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $663,127 | 264.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $41,942 | 16.7K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $1,533 | 611 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $68,195 | 27.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 983.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $7,530 | 3.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,731 | 2.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $115,962 | 46.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 615.5K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $49,414 | 19.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $3M | 1.09M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $98,894 | 39.4K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $36,759 | 14.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $25,100 | 10.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $59,808 | 23.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $38,478 | 15.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $171,589 | 68.4K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $1,255 | 500 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $169,140 | 67.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 1.24M | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 970.4K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,510 | 1.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $111,711 | 44.5K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $1,584 | 631 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $874 | 335 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $411,746 | 164.0K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $3,952 | 1.6K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $24,700 | 10.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $263,476 | 105.0K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $262,000 | 104.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $29,493 | 11.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $34,721 | 13.8K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $188 | 75 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $836 | 333 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $11,295 | 4.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,657 | 660 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $188,689 | 75.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,000 | 383 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $208,641 | 83.1K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $2,259 | 900 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $102,026 | 40.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $20,331 | 8.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $13,752 | 5.3K | Q4 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $377 | 150 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $108 | 43 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $73 | 28 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5,719 | 2.2K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $276 | 103 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.