MFS Mid Cap Growth Fund-IOTCIX
13F holders, Q1 2025 (March 31)2holders −2
1new positions
3sold out
$29.10avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding MFS Mid Cap Growth Fund-I (OTCIX) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were NORTHSTAR ASSET MANAGEMENT Co ($502K) and Vermillion Wealth Management, Inc. ($321).
- Company
- MFS Mid Cap Growth Fund-I
- CUSIP
- 552987877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $321 |
| Exits | 3 | $38K |
All 13F filers, Q4 2024 → Q1 2025: 11 shares bought and 1,255 shares sold, net −1,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | No change | 17,263 | $502K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 11 | $321 |
"% of holder's portfolio" is OTCIX's weight in each manager's 13F, not the share of MFS Mid Cap Growth Fund-I the manager owns.