MFS Value Fund-IMEIIX
13F holders, Q4 2025 (December 31)5holders +1
0new positions
0sold out
$50.37avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding MFS Value Fund-I (MEIIX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($626K), Fulton Bank, N.A. ($540K) and Coston, McIsaac & Partners ($133K).
- Company
- MFS Value Fund-I
- CUSIP
- 552983694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 209 shares bought and 1,297 shares sold, net −1,088 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| First Merchants Corp. | 0.02% | Reduce -9.4% | 12,423 | $626K |
| Fulton Bank, N.A. | 0.02% | No change | 10,724 | $540K |
| Coston, McIsaac & Partners | 0.03% | Add +5.1% | 2,647 | $133K |
| Oakworth Capital, Inc. | 0.00% | Add +8.1% | 1,071 | $54K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 329 | $17K |
"% of holder's portfolio" is MEIIX's weight in each manager's 13F, not the share of MFS Value Fund-I the manager owns.