MFS Intermediate Income SEC Filings

MFS Intermediate Income Trust received an updated ownership filing from investment manager Sit entities. SIT Investment Associates Inc. and SIT Fixed Income Advisors II LLC /ADV report beneficial ownership of 29,943,126 shares of common stock, representing 26.3% of the fund’s outstanding shares.

Their position is reported entirely with shared voting and shared dispositive power, with no sole authority. The percentage is based on 113,798,238 shares outstanding as of October 31, 2025. The filing notes that no individual client account holds more than 5% and none of the firms’ directors or executive officers own shares directly.

Sit Investment Associates Inc. and Sit Fixed Income Advisors II LLC report beneficial ownership of 28,714,472 shares of MFS Intermediate Income Trust, representing 25.2% of the fund’s common stock based on 113,798,238 shares outstanding as of October 31, 2025.

The Sit entities hold these shares in client accounts, with shared voting and dispositive power and no single client owning more than 5% of the fund. They state the position is for investment purposes but reserve the right to engage with the board, make shareholder proposals, or nominate trustees.

The Sit entities oppose a board-approved plan of reorganization under which MFS Intermediate Income Trust and three related funds would transfer substantially all assets to MFS Multimarket Income Trust in exchange for new shares, and have sent a letter dated February 24, 2026 to the board outlining their opposition.

1607 Capital Partners, LLC filed an amended Schedule 13G reporting beneficial ownership of 6,218,476 shares of MFS Intermediate Income Trust, equal to 5.46% of the closed-end fund’s outstanding securities as of 12/31/2025.

1607 Capital has sole power to vote and dispose of all reported shares and no shared voting or dispositive power. The firm states the position was acquired and is held in the ordinary course of business, not for the purpose of changing or influencing control of the fund.

MIN filed a Form N-CEN annual report as a registered investment company. This is a structured regulatory filing that provides operational and compliance details rather than a narrative discussion of performance.

During the reporting period, the fund paid gross brokerage commissions of 28,654.62000000, and aggregate brokerage commissions were also 28,654.62000000. It reports principal transactions with several dealers, including total purchases and sales of 12,436,931.29000000 with one dealer and 5,835,096.88000000 with another. The report also identifies key service providers such as investment advisers, transfer agents, custodians, pricing services, and shareholder servicing agents, and it outlines governance-related information including directors and the chief compliance officer.

MFS Intermediate Income Trust (MIN) received an initial insider ownership report on Form 3 for Thomas P. Murphy, who is identified as a Director of Advisor to the fund. The event date is listed as 01/01/2026, and the filing is made on behalf of one reporting person.

Both the non-derivative and derivative securities tables show no holdings, and the explanation section states that no securities are beneficially owned. This means the reporting person reports zero beneficial ownership of MIN shares or related derivative securities as of the event date.

MFS Intermediate Income Trust is a closed-end bond fund focused on investment grade debt with an average duration of 3.8 years and average effective maturity of 3.6 years as of October 31, 2025. For the twelve months ended that date, the fund delivered a total return of 6.02% at net asset value and 4.33% at market price, compared with 6.15% for its Bloomberg U.S. Intermediate Government/Credit Bond Index benchmark.

The portfolio is diversified across fixed income sectors, led by investment grade corporates and U.S. Treasuries, with significant BBB and U.S. government exposure. The fund operates under a managed distribution policy targeting an annual rate of 8.50% of average monthly NAV, which for the year produced dividends tax‑characterized as about $10.3 million ordinary income and $16.5 million return of capital. Net assets were $311.1 million, or $2.73 per share, versus a market price of $2.61 at period end.

MFS Intermediate Income Trust filed a Form 4 reporting insider holdings related to Joseph Flaherty, who is identified as an officer of the advisor to the fund and not as a director or 10% owner. The filing is made for a single reporting person and lists an earliest transaction date of 06/01/2025. Standard tables for non-derivative and derivative securities are included to capture any acquisitions, dispositions, or holdings associated with this reporting person.

Allspring Global Investments Holdings, LLC filed an amended Schedule 13G reporting beneficial ownership of 4,172,106 shares of MFS Intermediate Income Trust (CUSIP 55273C107), representing 3.7 of the class as of 09/30/2025. The filer reports sole voting power over 2,525,055 shares and sole dispositive power over all 4,172,106 shares, with no shared voting or dispositive power.

The filing states the securities are owned of record by clients of investment advisers directly or indirectly owned by the reporting parent, and no client is known to hold more than 5 of the class. The certification confirms the securities were acquired in the ordinary course of business and not for the purpose of changing control.

MFS Intermediate Income Trust insider Kanwal Amrit filed a Form 4 reporting no transactions. The filing lists Amrit as an officer of the advisor but shows no shares bought, sold, acquired, or disposed of, and no share counts reported for this period.