MFS ACTIVE GROWTH (MFSG) Institutional Shareholders

MFS ACTIVE GROWTH (MFSG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $253.74M in MFSG holdings during the latest filing period.

Private Advisor Group, Llc is currently the largest disclosed institutional shareholder of MFSG tracked by InsiderSet, reporting ownership valued at approximately $66.82M in its June 30, 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 $66.47M, representing an estimated loss of -0.52% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed MFSG value among the investors covered in this analysis. Major shareholders include Private Advisor Group, Llc, Lpl Financial Llc, Kintra Wealth, Llc, and several other long-term asset managers with concentrated positions in MFS ACTIVE GROWTH (MFSG).

This page ranks the largest institutional MFSG 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

38

Total Reported Value

$253.74M

Largest Holder

Private Advisor Group, Llc

Largest Position

$66.82M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

43

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Private Advisor Group, Llc0.31%2,207,692$66,821,766$66,473,385-$348,381-0.52%
Lpl Financial Llc0.01%1,755,961$53,148,878$52,871,810-$277,068-0.52%
Kintra Wealth, Llc1.66%1,030,171$31,763,893$31,018,346-$745,547-2.35%
Jones Financial Companies Lllp0.01%1,077,532$31,474,710$32,444,381+$969,671+3.08%
Allegheny Financial Group2.72%845,444$25,589,659$25,456,234-$133,425-0.52%
Royal Bank Of Canada0.00%269,100$8,145,000$8,102,574-$42,426-0.52%
Prosperity Financial Group, Inc.1.62%172,207$5,212,316$5,185,136-$27,180-0.52%
Raymond James Financial Inc0.00%163,017$4,934,150$4,908,426-$25,724-0.52%
Cornerstone Wealth Management, Llc0.17%133,281$4,034,111$4,013,078-$21,033-0.52%
Commonwealth Equity Services, Llc0.00%127,950$3,872,750$3,852,562-$20,188-0.52%
Cetera Investment Advisers0.00%117,426$3,554,214$3,535,685-$18,529-0.52%
Advisory Services Network, Llc0.03%92,308$2,793,943$2,779,385-$14,558-0.52%
Kingsview Wealth Management, Llc0.03%71,494$2,163,959$2,152,677-$11,282-0.52%
Apollon Wealth Management, Llc0.02%56,959$1,724,018$1,715,030-$8,988-0.52%
Goldman Sachs Group Inc0.00%46,804$1,416,649$1,409,264-$7,385-0.52%
Jane Street Group, Llc0.00%38,173$1,155,409$1,149,385-$6,024-0.52%
Iht Wealth Management, Llc0.02%35,395$1,071,328$1,065,740-$5,588-0.52%
Gwn Securities Inc.0.15%29,476$892,171$887,519-$4,652-0.52%
Natixis Advisors, Llc0.00%18,779$568,000$565,434-$2,566-0.45%
Bank Of America Corp0.00%16,438$497,545$494,947-$2,598-0.52%
Stifel Financial Corp0.00%15,556$470,845$468,390-$2,455-0.52%
Dickmeyer Boyce Financial Management, Inc.0.24%15,400$466,115$463,692-$2,423-0.52%
Park Avenue Securities Llc0.00%14,366$435,000$432,559-$2,441-0.56%
D. E. Shaw & Co., Inc.0.00%10,802$326,952$325,247-$1,705-0.52%
Bluechip Wealth Advisors Llc0.11%10,000$302,677$301,099-$1,578-0.52%
Pinnacle Wealth Planning Services, Inc.0.02%8,500$257,275$255,934-$1,341-0.52%
Summit Wealth Group Llc / Co0.02%6,676$202,067$201,014-$1,053-0.52%
Ifg Advisory, Llc0.01%5,166$156,363$155,548-$815-0.52%
Roxbury Financial Llc0.12%4,993$151,135$150,339-$796-0.53%
Farther Finance Advisors, Llc0.00%1,430$43,283$43,057-$226-0.52%
Steward Partners Investment Advisory, Llc0.00%1,227$37,138$36,945-$193-0.52%
Private Trust Co Na0.00%650$19,674$19,571-$103-0.52%
Osaic Holdings, Inc.0.00%648$19,614$19,511-$103-0.52%
Ameritas Advisory Services, Llc0.00%275$8,330$8,280-$50-0.60%
Wells Fargo & Company/Mn0.00%190$5,751$5,721-$30-0.52%
Tidemark, Llc0.00%54$1,634$1,626-$8-0.49%
Iag Wealth Partners, Llc0.00%54$1,619$1,626+$7+0.43%
Cambridge Investment Research Advisors, Inc.0.00%14,510$439$436,895+$436,456+99420.42%
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Frequently asked questions about MFSG

  • Who owns the most MFSG stock?

    The largest holders of MFSG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MFS ACTIVE GROWTH (MFSG).

  • Is MFSG widely held by superinvestors?

    Many widely followed stocks like MFSG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MFSG is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.