MFS Mid Cap Growth Fund-R6OTCKX

13F holders, Q1 2025 (March 31)
2holders +1
1new positions
0sold out
$29.53avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding MFS Mid Cap Growth Fund-R6 (OTCKX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($920K) and Ascentis Wealth Management, LLC ($3K).

Company
MFS Mid Cap Growth Fund-R6
CUSIP
552987554
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q2 2024: 3Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$3K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 84 shares bought and 2,960 shares sold, net −2,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

First Merchants Corp. 0.04% Reduce -8.7% 31,172 $920K
Ascentis Wealth Management, LLC 0.00% New 84 $3K

"% of holder's portfolio" is OTCKX's weight in each manager's 13F, not the share of MFS Mid Cap Growth Fund-R6 the manager owns.