Latest Period
Q1 2026
Security Snapshot
MFS MIDCAP VALUE R6 - Mutual Funds Institutional Ownership
CUSIP: 55273W475
13F Institutional Holders and Ownership History from Q3 2021 to Q2 2026
Institutions Reporting
1
Shares (Excl. Options)
740,400
Price
$31.60
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- Security type / class
- Equity / Mutual Funds
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 740,400
- Total 13F value
- $23,396,372
- Portfolio coverage rank
- 0%
- Share change
- +61,115
- Value change
- +$1,931,212
- Number of holders
- 1
- SEC-reported price per share
- $35.32
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 55273W475 - MFS MIDCAP VALUE R6 - Mutual Funds is tracked under CUSIP 55273W475.
- 1 institution reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 1 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $23,396,372 to $26,522,706.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
55273W475
Latest holder period
Q1 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 55273W475:
As of 31 Mar 2026, 1 institutional investors reported holding 740,400 shares of MFS MIDCAP VALUE R6 - Mutual Funds.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
14
Latest
Q1 2026
Rows shown
1-14 of 14
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 750,930 | $26,522,706 | +$371,918 | $35.32 | 1 |
| 2026 Q1 | 740,400 | $23,396,372 | +$1,931,212 | $31.60 | 1 |
| 2025 Q4 | 679,285 | $21,227,761 | +$1,923,291 | $31.25 | 1 |
| 2025 Q3 | 617,740 | $20,651,247 | +$2,338,585 | $33.43 | 1 |
| 2025 Q2 | 547,786 | $17,529,131 | +$820,735 | $32.00 | 1 |
| 2025 Q1 | 522,138 | $16,175,817 | +$1,958,615 | $30.98 | 1 |
| 2024 Q4 | 458,916 | $14,589,006 | +$190,200 | $31.79 | 1 |
| 2024 Q3 | 452,933 | $16,287,424 | +$726,534 | $35.96 | 1 |
| 2024 Q2 | 432,729 | $14,150,167 | +$14,150,167 | $32.70 | 1 |
| 2024 Q1 | 0 | $0 | -$262,520 | $35.32 | 0 |
| 2023 Q4 | 8,526 | $262,520 | +$262,520 | $30.79 | 1 |
| 2022 Q1 | 0 | $0 | -$379,000 | $35.32 | 0 |
| 2021 Q4 | 11,694 | $379,000 | +$308,865 | $32.41 | 1 |
| 2021 Q3 | 2,164 | $68,000 | +$68,000 | $31.42 | 1 |