MFS New Discovery Value-INDVIX

13F holders, Q4 2025 (December 31)
1holders
$16.85avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding MFS New Discovery Value-I (NDVIX) in their 13F filings. 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

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

Total Exit/New Position Q4 2025

InstitutionsTotal Value
New Positions1$2K
Exits0$0

Ownership 1 holders

Oakworth Capital, Inc. 0.00% New 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.