MFS Mid Cap Value Fund-R5MVCKX

13F holders, Q2 2025 (June 30)
1holders
0new positions
0sold out
$32.00avg. 13F price*

At the end of Q2 2025, 1 institutions reported holding MFS Mid Cap Value Fund-R5 (MVCKX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holder was First Merchants Corp. ($17.5M).

Company
MFS Mid Cap Value Fund-R5
CUSIP
55273W475
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 25,648 shares bought, net +25,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

First Merchants Corp. 0.68% Add +4.9% 547,786 $17.5M

"% 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.