Comparable stake leader
—
SEC ownership of MFS SPECIAL VALUE TRUST
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000856128.
Disclosed value leader
—
Comparable rows
0/0
Latest evidence
—
- Parsed ownership sources
-
13F, 13D/G, and Forms 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Issuer CIK
- 0000856128
- Issuer location
- Boston, MA
Ownership snapshot
Top shareholders of MFS SPECIAL VALUE TRUST (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
—
Disclosed value leader
—
Comparable rows
0/0
Latest evidence
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 12 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-15 of 15 reporting-owner rows connected to MFS SPECIAL VALUE TRUST. Open a relationship link for the CIK-to-CIK filing trail.
Rows
15
Largest Forms 3/4/5 holder
Jacques Goulet Jr.
Net 12M change
$0
Latest report
01 Jun 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jacques Goulet Jr. | Officer Of The Advisor | Mixed | 18 Jun 2021 | |||
| William Adams | Officer Of Advisor | Mixed | 30 Sep 2024 | |||
| Mathew Ryan | Portfolio Manager | Mixed | 30 Apr 2024 | |||
| David A. Antonelli | Officer of the Advisor | Mixed | 15 Apr 2021 | |||
| Martin J. Wolin | Chief Compliance Officer | Mixed | 28 Feb 2022 | |||
| Kevin Beatty | Advisor Officer | Mixed | 15 Oct 2021 | |||
| Robin A. Stelmach | Director | Mixed | 15 Aug 2021 | |||
| Stephen Clarkson Peacher | OFFICER Of THE ADVISOR | Mixed | 31 Jan 2020 | |||
| Manjit Singh | Director Of Advisor | Mixed | 18 Mar 2024 | |||
| Rosa Licea-Mailloux | Chief Compliance Officer | Mixed | 01 Mar 2022 | |||
| Linda Dougherty | Officer Of The Advisor | Mixed | 15 Jul 2024 | |||
| Robert J. Manning | Director | Mixed | 31 Dec 2021 | |||
| Thomas H. Connors | Assistant Secretary | Mixed | 19 Apr 2022 | |||
| Amrit Kanwal | Officer Of The Advisor | Mixed | 02 Apr 2025 | |||
| Joseph Flaherty | Officer Of The Advisor | Mixed | 01 Jun 2025 |
Recent insider transactions for MFS SPECIAL VALUE TRUST
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.