MFSI Institutional Ownership & Shareholders
MFS ACTIVE INTERNATIONAL (MFSI) is currently held by 79 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $899.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of MFSI tracked by InsiderSet, reporting ownership valued at approximately $220.63M 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 $220.56M, representing an estimated loss of -0.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed MFSI value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Lpl Financial Llc, Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in MFS ACTIVE INTERNATIONAL (MFSI).
This page ranks the largest institutional MFSI 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
79
Total Reported Value
$899.86M
Largest Holder
Raymond James Financial Inc
Largest Position
$220.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.06% | 6,792,821 | $220,630,806 | $220,562,898 | -$67,908 | -0.03% | |
| Lpl Financial Llc | 0.03% | 3,512,368 | $114,081,696 | $114,046,589 | -$35,107 | -0.03% | |
| Jones Financial Companies Lllp | 0.03% | 2,327,808 | $74,529,398 | $75,583,926 | +$1,054,528 | +1.41% | |
| Bank Of America Corp | 0.00% | 1,452,621 | $47,181,130 | $47,166,604 | -$14,526 | -0.03% | |
| Old Second National Bank Of Aurora | 8.88% | 1,360,534 | $44,448,646 | $44,176,539 | -$272,107 | -0.61% | |
| Kestra Private Wealth Services, Llc | 0.44% | 1,258,762 | $41,123,757 | $40,872,002 | -$251,755 | -0.61% | |
| Baron Wealth Management Llc | 8.34% | 992,457 | $32,423,586 | $32,225,079 | -$198,507 | -0.61% | |
| Capital Analysts, Llc | 0.72% | 960,188 | $31,187,000 | $31,177,304 | -$9,696 | -0.03% | |
| Cetera Investment Advisers | 0.02% | 764,492 | $24,830,690 | $24,823,055 | -$7,635 | -0.03% | |
| River Street Advisors Llc | 7.38% | 732,388 | $23,927,117 | $23,780,638 | -$146,479 | -0.61% | |
| Cmh Wealth Management Llc | 3.47% | 705,870 | $23,060,773 | $22,919,599 | -$141,174 | -0.61% | |
| Royal Bank Of Canada | 0.00% | 577,119 | $18,745,000 | $18,739,054 | -$5,946 | -0.03% | |
| Soltis Investment Advisors Llc | 0.85% | 555,377 | $18,144,176 | $18,033,091 | -$111,085 | -0.61% | |
| Integrated Wealth Concepts Llc | 0.12% | 545,016 | $17,702,132 | $17,696,670 | -$5,462 | -0.03% | |
| Stifel Financial Corp | 0.01% | 518,518 | $16,841,466 | $16,836,279 | -$5,187 | -0.03% | |
| Baird Financial Group, Inc. | 0.02% | 493,240 | $16,020,435 | $16,015,503 | -$4,932 | -0.03% | |
| Commonwealth Equity Services, Llc | 0.02% | 400,674 | $13,090,020 | $13,009,885 | -$80,135 | -0.61% | |
| Spectrum Wealth Advisory Group, Llc | 3.55% | 384,312 | $12,555,461 | $12,478,611 | -$76,850 | -0.61% | |
| Newedge Advisors, Llc | 0.04% | 378,058 | $12,279,327 | $12,275,543 | -$3,784 | -0.03% | |
| Envestnet Asset Management Inc | 0.00% | 304,141 | $9,878,513 | $9,875,458 | -$3,055 | -0.03% | |
| Mml Investors Services, Llc | 0.02% | 267,802 | $8,698,209 | $8,695,531 | -$2,678 | -0.03% | |
| Jeter Robert S Ii | 5.70% | 264,523 | $8,628,728 | $8,589,062 | -$39,666 | -0.46% | |
| Natixis Advisors, Llc | 0.01% | 254,678 | $8,271,000 | $8,269,395 | -$1,605 | -0.02% | |
| Modern Wealth Management, Llc | 0.08% | 201,157 | $6,533,579 | $6,531,568 | -$2,011 | -0.03% | |
| Davenport & Co Llc | 0.03% | 190,612 | $6,227,299 | $6,189,172 | -$38,127 | -0.61% | |
| Integrity Financial Corp | 2.73% | 176,024 | $5,717,269 | $5,715,499 | -$1,770 | -0.03% | |
| Private Advisor Group, Llc | 0.02% | 111,110 | $3,608,857 | $3,607,742 | -$1,115 | -0.03% | |
| Annex Advisory Services, Llc | 0.05% | 101,077 | $3,302,188 | $3,281,970 | -$20,218 | -0.61% | |
| Jane Street Group, Llc | 0.00% | 96,103 | $3,121,425 | $3,120,464 | -$961 | -0.03% | |
| Victory Financial Group, Llc | 0.26% | 86,141 | $2,814,226 | $2,796,998 | -$17,228 | -0.61% | |
| Greykasell Wealth Strategies, Inc. | 1.01% | 85,859 | $2,788,689 | $2,787,842 | -$847 | -0.03% | |
| Savvy Advisors, Inc. | 0.06% | 82,503 | $2,679,697 | $2,678,872 | -$825 | -0.03% | |
| Flow Traders U.S. Llc | 0.10% | 71,699 | $2,329,000 | $2,328,067 | -$933 | -0.04% | |
| Mars Jewett Financial Group, Inc. | 0.44% | 67,591 | $2,195,350 | $2,194,680 | -$670 | -0.03% | |
| Kingsview Wealth Management, Llc | 0.02% | 55,897 | $1,815,535 | $1,814,976 | -$559 | -0.03% | |
| Benjamin Edwards Inc | 0.01% | 47,310 | $1,536,576 | $1,536,156 | -$420 | -0.03% | |
| Ifg Advisory, Llc | 0.05% | 46,196 | $1,500,441 | $1,499,984 | -$457 | -0.03% | |
| Janney Montgomery Scott Llc | 0.00% | 45,673 | $1,483,000 | $1,483,002 | +$2 | +0.00% | |
| Susquehanna International Group, Llp | 0.00% | 31,900 | $1,036,112 | $1,035,793 | -$319 | -0.03% | |
| Boyum Wealth Architects Llc | 0.41% | 31,207 | $1,020,344 | $1,013,291 | -$7,053 | -0.69% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 31,015 | $1,007,380 | $1,007,057 | -$323 | -0.03% | |
| Citadel Advisors Llc | 0.00% | 25,069 | $814,241 | $813,990 | -$251 | -0.03% | |
| Apollon Wealth Management, Llc | 0.01% | 24,455 | $798,960 | $794,054 | -$4,906 | -0.61% | |
| Truist Financial Corp | 0.00% | 21,844 | $713,643 | $709,275 | -$4,368 | -0.61% | |
| Old Mission Capital Llc | 0.02% | 21,079 | $684,645 | $684,435 | -$210 | -0.03% | |
| Level Four Advisory Services, Llc | 0.02% | 20,828 | $676,493 | $676,285 | -$208 | -0.03% | |
| Belpointe Asset Management Llc | 0.02% | 19,044 | $618,549 | $618,359 | -$190 | -0.03% | |
| Fortis Capital Advisors, Llc | 0.07% | 19,044 | $618,549 | $618,359 | -$190 | -0.03% | |
| Cofg Advisors, Llc | 0.10% | 17,901 | $581,425 | $581,245 | -$180 | -0.03% | |
| Sanctuary Advisors, Llc | 0.00% | 17,297 | $561,807 | $561,634 | -$173 | -0.03% |
Frequently asked questions about MFSI
Who are the largest institutional holders of MFSI?
The largest institutional holders of MFSI reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Lpl Financial Llc, Jones Financial Companies Lllp, Bank Of America Corp, and Old Second National Bank Of Aurora. InsiderSet ranks institutional holders by their latest reported MFSI position.
What is MFSI institutional ownership?
This page tracks MFSI positions reported by institutional investment managers through SEC Form 13F. MFS ACTIVE INTERNATIONAL (MFSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MFSI?
InsiderSet currently tracks 79 institutional managers reporting MFSI 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 MFSI shareholders.
How much MFSI stock do institutions own?
Institutional investment managers disclosed approximately $899.86M in MFSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MFSI institutional ownership last updated?
The latest MFSI 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 MFSI 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 MFSI position after the reporting date.
Are institutions buying or selling MFSI?
Institutional buying and selling can be analyzed by comparing MFSI positions across consecutive 13F reporting periods. InsiderSet's MFSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MFSI ownership changes.
How has MFSI institutional ownership changed over time?
InsiderSet tracks MFSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.