MFS Intermediate High IncomeCIF

13F holders, Q4 2025 (December 31)
28holders +8
10new positions
3sold out
1famous investor
$1.70avg. 13F price*

At the end of Q4 2025, 28 institutions reported holding MFS Intermediate High Income (CIF) in their 13F filings, up 8 from Q3 2025. 10 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($2.5M), Pin Oak Investment Advisors Inc. ($293K) and Mosaic Family Wealth Partners, LLC ($179K). 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

0102030 Q1 2024: 22Q1 2024Q2 2024: 20Q2 2024Q3 2024: 20Q3 2024Q4 2024: 17Q4 2024Q1 2025: 19Q1 2025Q2 2025: 21Q2 2025Q3 2025: 20Q3 2025Q4 2025: 28Q4 2025Q1 2026: 28Q1 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$143K
Exits3$112K

All 13F filers, Q3 2025 → Q4 2025: 392,744 shares bought and 77,060 shares sold, net +315,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

Sit Investment Associates Inc. 0.05% Add +25.0% 1,452,035 $2.5M
Pin Oak Investment Advisors Inc. 0.21% Add +3.3% 171,400 $293K
Mosaic Family Wealth Partners, LLC 0.02% Reduce -4.5% 105,545 $179K
NewEdge Advisors, LLC 0.00% Reduce -3.4% 56,600 $96K
Osaic Holdings, Inc. 0.00% Reduce -11.3% 52,163 $89K
Mgo One Seven LLC 0.00% No change 41,000 $70K
LPL Financial LLC 0.00% No change 31,863 $54K
Collaborative Wealth Managment Inc. 0.02% No change 28,473 $48K
Cambridge Investment Research Advisors, Inc. 0.00% Add +10.0% 27,464 $47K
Rhodes Investment Advisors Inc. 0.03% — 25,000 $43K
Kovack Advisors, Inc. 0.00% No change 20,073 $34K
PNC Financial Services Group, Inc. 0.00% No change 20,000 $34K
Jane Street Group, LLC 0.00% New 18,512 $31K
Two Sigma Securities, LLC 0.00% New 16,571 $28K
Susquehanna International Group, LLP 0.00% New 14,027 $24K
Citadel Advisors 0.00% New 13,996 $24K
StoneX Group Inc. 0.00% New 11,367 $19K
Wells Fargo & Company 0.00% Add +500000.0% 10,002 $17K
Wolverine Asset Management LLC 0.00% New 7,291 $12K
Allworth Financial LP 0.00% No change 6,780 $12K
Cwm, LLC 0.00% No change 1,337 $2K
Fifth Third Bancorp 0.00% New 1,000 $2K
SageView Advisory Group, LLC 0.00% New 893 $2K
UBS Group AG 0.00% New 529 $899
SOA Wealth Advisors, LLC. 0.00% No change 386 $656
EverSource Wealth Advisors, LLC 0.00% New 202 $343
Citigroup Inc. 0.00% No change 6 $10
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.