MFS Mid Cap Growth Fund-IOTCIX
13F holders, Q2 2025 (June 30)2holders
1new positions
1sold out
$33.55avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding MFS Mid Cap Growth Fund-I (OTCIX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were NORTHSTAR ASSET MANAGEMENT Co ($580K) and Coston, McIsaac & Partners ($0).
- Company
- MFS Mid Cap Growth Fund-I
- CUSIP
- 552987877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $0 |
| Exits | 1 | $321 |
All 13F filers, Q1 2025 → Q2 2025: 28 shares bought and 11 shares sold, net +17 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.13% | No change | 17,263 | $580K |
| Coston, McIsaac & Partners | 0.00% | New | 28 | $0 |
"% 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.