MFS Value Fund-IMEIIX
13F holders, Q2 2025 (June 30)5holders
1new positions
1sold out
$51.60avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding MFS Value Fund-I (MEIIX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were RiverFront Investment Group, LLC ($761K), First Merchants Corp. ($741K) and Fulton Bank, N.A. ($582K).
- Company
- MFS Value Fund-I
- CUSIP
- 552983694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 1 | $167K |
All 13F filers, Q1 2025 → Q2 2025: 1,844 shares bought and 3,960 shares sold, net −2,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| RiverFront Investment Group, LLC | 0.01% | Add +8.5% | 14,752 | $761K |
| First Merchants Corp. | 0.03% | Reduce -4.3% | 14,364 | $741K |
| Fulton Bank, N.A. | 0.02% | Add +5.1% | 11,268 | $582K |
| Coston, McIsaac & Partners | 0.03% | Add +0.4% | 2,512 | $129K |
| Brooklyn Investment Group | 0.00% | New | 137 | $7K |
"% of holder's portfolio" is MEIIX's weight in each manager's 13F, not the share of MFS Value Fund-I the manager owns.