MFS Total Return Fund-AMSFRX
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$20.19avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding MFS Total Return Fund-A (MSFRX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($335K) and Coston, McIsaac & Partners ($0).
- Company
- MFS Total Return Fund-A
- CUSIP
- 552981300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $335K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 16,561 shares bought, net +16,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.03% | New | 16,561 | $335K |
| Coston, McIsaac & Partners | 0.00% | No change | 16 | $0 |
"% of holder's portfolio" is MSFRX's weight in each manager's 13F, not the share of MFS Total Return Fund-A the manager owns.