MFS Mid Cap Growth Fund-IOTCIX
13F holders, Q4 2025 (December 31)1holders −2
0new positions
2sold out
$27.93avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding MFS Mid Cap Growth Fund-I (OTCIX) in their 13F filings, down 2 from Q3 2025. 0 opened new positions and 2 sold out. The largest holder was NORTHSTAR ASSET MANAGEMENT Co ($554K).
- Company
- MFS Mid Cap Growth Fund-I
- Filed as
- MFS SER TR IV MID CAP GROWTH I (Q4 2025)
- CUSIP
- 552987877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $23K |
All 13F filers, Q3 2025 → Q4 2025: 2,581 shares bought and 698 shares sold, net +1,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | Add +14.9% | 19,844 | $554K |
"% 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.