MFSG Institutional Ownership & Shareholders
MFS ACTIVE GROWTH (MFSG) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $253.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $63.82M, representing an estimated loss of -4.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% 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
37
Total Reported Value
$253.67M
Largest Holder
Private Advisor Group, Llc
Largest Position
$66.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Private Advisor Group, Llc | 0.31% | 2,207,692 | $66,821,766 | $63,824,376 | -$2,997,390 | -4.49% | |
| Lpl Financial Llc | 0.01% | 1,755,961 | $53,148,878 | $50,764,833 | -$2,384,045 | -4.49% | |
| Kintra Wealth, Llc | 1.66% | 1,030,171 | $31,763,893 | $29,782,244 | -$1,981,649 | -6.24% | |
| Jones Financial Companies Lllp | 0.01% | 1,077,532 | $31,474,710 | $31,151,450 | -$323,260 | -1.03% | |
| Allegheny Financial Group | 2.72% | 845,444 | $25,589,659 | $24,441,786 | -$1,147,873 | -4.49% | |
| Royal Bank Of Canada | 0.00% | 269,100 | $8,145,000 | $7,779,681 | -$365,319 | -4.49% | |
| Prosperity Financial Group, Inc. | 1.48% | 164,855 | $5,041,272 | $4,765,958 | -$275,314 | -5.46% | |
| Raymond James Financial Inc | 0.00% | 163,017 | $4,934,150 | $4,712,821 | -$221,329 | -4.49% | |
| Cornerstone Wealth Management, Llc | 0.16% | 121,705 | $3,721,739 | $3,518,492 | -$203,247 | -5.46% | |
| Cetera Investment Advisers | 0.00% | 117,426 | $3,554,214 | $3,394,786 | -$159,428 | -4.49% | |
| Advisory Services Network, Llc | 0.03% | 92,308 | $2,793,943 | $2,668,624 | -$125,319 | -4.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 89,259 | $2,729,530 | $2,580,478 | -$149,052 | -5.46% | |
| Kingsview Wealth Management, Llc | 0.03% | 71,494 | $2,163,959 | $2,066,892 | -$97,067 | -4.49% | |
| Econ Financial Services Corp | 0.90% | 70,396 | $2,152,710 | $2,035,148 | -$117,562 | -5.46% | |
| Apollon Wealth Management, Llc | 0.02% | 57,710 | $1,764,772 | $1,668,396 | -$96,376 | -5.46% | |
| Goldman Sachs Group Inc | 0.00% | 46,804 | $1,416,649 | $1,353,104 | -$63,545 | -4.49% | |
| Jane Street Group, Llc | 0.00% | 38,173 | $1,155,409 | $1,103,581 | -$51,828 | -4.49% | |
| Iht Wealth Management, Llc | 0.02% | 35,395 | $1,071,328 | $1,023,269 | -$48,059 | -4.49% | |
| Gwn Securities Inc. | 0.15% | 29,476 | $892,171 | $852,151 | -$40,020 | -4.49% | |
| Natixis Advisors, Llc | 0.00% | 18,779 | $568,000 | $542,901 | -$25,099 | -4.42% | |
| Bank Of America Corp | 0.00% | 16,438 | $497,545 | $475,223 | -$22,322 | -4.49% | |
| Stifel Financial Corp | 0.00% | 15,556 | $470,845 | $449,724 | -$21,121 | -4.49% | |
| Dickmeyer Boyce Financial Management, Inc. | 0.22% | 13,969 | $427,164 | $403,844 | -$23,320 | -5.46% | |
| Bluechip Wealth Advisors Llc | 0.12% | 11,500 | $351,670 | $332,465 | -$19,205 | -5.46% | |
| D. E. Shaw & Co., Inc. | 0.00% | 10,802 | $326,952 | $312,286 | -$14,666 | -4.49% | |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | 8,533 | $260,953 | $246,689 | -$14,264 | -5.47% | |
| Ifg Advisory, Llc | 0.01% | 5,166 | $156,363 | $149,349 | -$7,014 | -4.49% | |
| Roxbury Financial Llc | 0.12% | 4,959 | $151,654 | $143,365 | -$8,289 | -5.47% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,227 | $37,138 | $35,473 | -$1,665 | -4.48% | |
| Farther Finance Advisors, Llc | 0.00% | 947 | $28,959 | $27,378 | -$1,581 | -5.46% | |
| Private Trust Co Na | 0.00% | 650 | $19,877 | $18,792 | -$1,086 | -5.46% | |
| Osaic Holdings, Inc. | 0.00% | 648 | $19,614 | $18,734 | -$880 | -4.49% | |
| Ameritas Advisory Services, Llc | 0.00% | 275 | $8,330 | $7,950 | -$380 | -4.56% | |
| Wells Fargo & Company/Mn | 0.00% | 190 | $5,751 | $5,493 | -$258 | -4.49% | |
| Tidemark, Llc | 0.00% | 54 | $1,634 | $1,561 | -$73 | -4.46% | |
| Iag Wealth Partners, Llc | 0.00% | 54 | $1,619 | $1,561 | -$58 | -3.57% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,426 | $441 | $417,056 | +$416,615 | +94470.44% |
Frequently asked questions about MFSG
Who are the largest institutional holders of MFSG?
The largest institutional holders of MFSG reported in the latest SEC Form 13F filings include Private Advisor Group, Llc, Lpl Financial Llc, Kintra Wealth, Llc, Jones Financial Companies Lllp, and Allegheny Financial Group. InsiderSet ranks institutional holders by their latest reported MFSG position.
What is MFSG institutional ownership?
This page tracks MFSG positions reported by institutional investment managers through SEC Form 13F. MFS ACTIVE GROWTH (MFSG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MFSG?
InsiderSet currently tracks 37 institutional managers reporting MFSG 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 MFSG shareholders.
How much MFSG stock do institutions own?
Institutional investment managers disclosed approximately $253.67M in MFSG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MFSG institutional ownership last updated?
The latest MFSG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 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 MFSG 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 MFSG position after the reporting date.
Are institutions buying or selling MFSG?
Institutional buying and selling can be analyzed by comparing MFSG positions across consecutive 13F reporting periods. InsiderSet's MFSG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MFSG ownership changes.
How has MFSG institutional ownership changed over time?
InsiderSet tracks MFSG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.