Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / VALUE FD CL R6
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
53.5K
-
Shares change
-
+98
-
Total reported value, excl. options
-
$2.68M
-
Value change
-
+$4.9K
-
Number of buys
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1
-
Price
-
$50.04
Significant Holders of MFS SER TR I - VALUE FD CL R6 as of Q1 2025
2 filings reported holding 55273H353 - MFS SER TR I - VALUE FD CL R6 as of Q1 2025.
MFS SER TR I - VALUE FD CL R6 has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 53.5K shares
.
Largest 2 shareholders include Arvest Bank Trust Division (42K shares) and Fulton Bank, N.A. (11.5K shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.