MFS MIDCAP VALUE R6 - Mutual Funds Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / Mutual Funds
Price per share
$31.25
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
617,740
Total reported value
$20,651,247
% of total 13F portfolios
0%
Share change
+69,954
Value change
+$2,338,583
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 1 institutional investors reported holding 617,740 shares of MFS MIDCAP VALUE R6 - Mutual Funds.

Institutional Holders of MFS MIDCAP VALUE R6 - Mutual Funds across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 679,285 $21,227,761 +$1,923,294 $31.25 1
2025 Q3 617,740 $20,651,247 +$2,338,583 $33.43 1
2025 Q2 547,786 $17,529,131 +$820,736 $32.00 1
2025 Q1 522,138 $16,175,817 +$1,958,618 $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 +$14,150,152 $32.70 1
2024 Q1 0 $0 -$262,520 $31.25 0
2023 Q4 8,526 $262,520 +$262,520 $30.79 1
2022 Q1 0 $0 -$379,000 $31.25 0
2021 Q4 11,694 $379,000 +$308,865 $32.41 1
2021 Q3 2,164 $68,000 +$68,000 $31.42 1