MFS Mid Cap Growth Fund-IOTCIX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$33.78avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding MFS Mid Cap Growth Fund-I (OTCIX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were NORTHSTAR ASSET MANAGEMENT Co ($584K), Vermillion Wealth Management, Inc. ($23K) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $23K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 670 shares bought, net +670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.13% | No change | 17,263 | $584K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 670 | $23K |
| Coston, McIsaac & Partners | 0.00% | No change | 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.