MFS New Discovery Value-INDVIX
13F holders, Q2 2026 (June 30)1holders
0new positions
0sold out
$19.41avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding MFS New Discovery Value-I (NDVIX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holder was Oakworth Capital, Inc. ($2K).
- Company
- MFS New Discovery Value-I
- CUSIP
- 55278M407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Oakworth Capital, Inc. | 0.00% | No change | 91 | $2K |
"% of holder's portfolio" is NDVIX's weight in each manager's 13F, not the share of MFS New Discovery Value-I the manager owns.