CXH Institutional Ownership & Shareholders
MFS INVESTMENT GRADE MUNI (CXH) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $109,959 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
Pathstone Holdings, Llc is currently the largest disclosed institutional shareholder of CXH tracked by InsiderSet, reporting ownership valued at approximately $85,101 in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $81,267.13, representing an estimated loss of -4.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CXH value among the investors covered in this analysis. Major shareholders include Pathstone Holdings, Llc, Montag A & Associates Inc, Cwm, Llc, and several other long-term asset managers with concentrated positions in MFS INVESTMENT GRADE MUNI (CXH).
This page ranks the largest institutional CXH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3
Total Reported Value
$109,959
Largest Holder
Pathstone Holdings, Llc
Largest Position
$85,101
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pathstone Holdings, Llc | 0.00% | 10,651 | $85,101 | $81,267 | -$3,834 | -4.51% | |
| Montag A & Associates Inc | 0.00% | 2,471 | $19,744 | $18,854 | -$890 | -4.51% | |
| Cwm, Llc | 0.00% | 640 | $5,114 | $4,883 | -$231 | -4.51% |
Frequently asked questions about CXH
Who are the largest institutional holders of CXH?
The largest institutional holders of CXH reported in the latest SEC Form 13F filings include Pathstone Holdings, Llc, Montag A & Associates Inc, and Cwm, Llc. InsiderSet ranks institutional holders by their latest reported CXH position.
What is CXH institutional ownership?
This page tracks CXH positions reported by institutional investment managers through SEC Form 13F. MFS INVESTMENT GRADE MUNI (CXH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CXH?
InsiderSet currently tracks 3 institutional managers reporting CXH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CXH shareholders.
How much CXH stock do institutions own?
Institutional investment managers disclosed approximately $109,959 in CXH holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CXH institutional ownership last updated?
The latest CXH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CXH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CXH position after the reporting date.
Are institutions buying or selling CXH?
Institutional buying and selling can be analyzed by comparing CXH positions across consecutive 13F reporting periods. InsiderSet's CXH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CXH ownership changes.
How has CXH institutional ownership changed over time?
InsiderSet tracks CXH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.