MFS Value Fund-R6MEIKX

13F holders, Q4 2025 (December 31)
3holders +1
1new positions
0sold out
$49.91avg. 13F price*

At the end of Q4 2025, 3 institutions reported holding MFS Value Fund-R6 (MEIKX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Arvest Bank Trust Division ($2.1M), Fulton Bank, N.A. ($591K) and Kohmann Bosshard Financial Services, LLC ($112K).

Company
MFS Value Fund-R6
Filed as
MFS SER TR I (Q4 2025)
CUSIP
55273H353
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$112K
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 3,226 shares bought, net +3,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Arvest Bank Trust Division 0.11% Add +1.3% 41,274 $2.1M
Fulton Bank, N.A. 0.02% Add +3.9% 11,843 $591K
Kohmann Bosshard Financial Services, LLC 0.01% New 2,253 $112K

"% of holder's portfolio" is MEIKX's weight in each manager's 13F, not the share of MFS Value Fund-R6 the manager owns.