MFS Value Fund-IMEIIX
13F holders, Q1 2025 (March 31)5holders
1new positions
1sold out
$50.47avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding MFS Value Fund-I (MEIIX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($758K), RiverFront Investment Group, LLC ($686K) and Fulton Bank, N.A. ($541K).
- Company
- MFS Value Fund-I
- CUSIP
- 552983694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $167K |
| Exits | 1 | $4K |
All 13F filers, Q4 2024 → Q1 2025: 10,080 shares bought and 352 shares sold, net +9,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| First Merchants Corp. | 0.03% | Add +0.2% | 15,015 | $758K |
| RiverFront Investment Group, LLC | 0.02% | Add +98.3% | 13,600 | $686K |
| Fulton Bank, N.A. | 0.02% | No change | 10,724 | $541K |
| PSI Advisors, LLC | 0.05% | New | 3,309 | $167K |
| Coston, McIsaac & Partners | 0.04% | Reduce -9.9% | 2,501 | $126K |
"% of holder's portfolio" is MEIIX's weight in each manager's 13F, not the share of MFS Value Fund-I the manager owns.