MFS Mid Cap Value Fund-R5MVCKX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$35.96avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding MFS Mid Cap Value Fund-R5 (MVCKX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was First Merchants Corp. ($16.3M).
- Company
- MFS Mid Cap Value Fund-R5
- CUSIP
- 55273W475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 20,204 shares bought, net +20,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| First Merchants Corp. | 0.62% | Add +4.7% | 452,933 | $16.3M |
"% of holder's portfolio" is MVCKX's weight in each manager's 13F, not the share of MFS Mid Cap Value Fund-R5 the manager owns.