MFS Intermediate High IncomeCIF
13F holders, Q1 2025 (March 31)19holders +2
4new positions
3sold out
1famous investor
$1.71avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding MFS Intermediate High Income (CIF) in their 13F filings, up 2 from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($1.9M), Mosaic Family Wealth Partners, LLC ($207K) and NewEdge Advisors, LLC ($149K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MFS Intermediate High Income
- CUSIP
- 59318T109
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $198K |
| Exits | 3 | $69K |
All 13F filers, Q4 2024 → Q1 2025: 161,505 shares bought and 89,525 shares sold, net +71,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Sit Investment Associates Inc. | 0.05% | Add +4.1% | 1,126,563 | $1.9M |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +1.0% | 121,202 | $207K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.8% | 87,300 | $149K |
| Pin Oak Investment Advisors Inc. | 0.10% | Reduce -21.4% | 79,900 | $137K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.9% | 62,859 | $107K |
| Citadel Advisors | 0.00% | New | 44,157 | $76K |
| Mgo One Seven LLC | 0.00% | New | 41,000 | $70K |
| Apollon Wealth Management, LLC | 0.00% | No change | 38,280 | $65K |
| LPL Financial LLC | 0.00% | Reduce -16.2% | 37,120 | $63K |
| Collaborative Wealth Managment Inc. | 0.03% | No change | 32,433 | $55K |
| L.M. Kohn & Company | 0.01% | New | 16,000 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 16,000 | $27K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 14,700 | $25K |
| Mindset Wealth Management, LLC | 0.01% | No change | 14,145 | $24K |
| Stifel Financial Corp. | 0.00% | No change | 13,542 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 386 | $660 |
| Citigroup Inc. | 0.00% | No change | 6 | $10 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $2 |
| Morgan Stanley | 0.00% | No change | 1 | $2 |
"% of holder's portfolio" is CIF's weight in each manager's 13F, not the share of MFS Intermediate High Income the manager owns.