MFS ACTIVE INTER MUNI BOND (MFSM) Institutional Shareholders
MFS ACTIVE INTER MUNI BOND (MFSM) 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 $46.37M in MFSM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of MFSM tracked by InsiderSet, reporting ownership valued at approximately $19.71M 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 $18.53M, representing an estimated loss of -5.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed MFSM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Jones Financial Companies Lllp, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in MFS ACTIVE INTER MUNI BOND (MFSM).
This page ranks the largest institutional MFSM 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
18
Total Reported Value
$46.37M
Largest Holder
Lpl Financial Llc
Largest Position
$19.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 782,623 | $19,714,279 | $18,532,513 | -$1,181,766 | -5.99% | |
| Jones Financial Companies Lllp | 0.00% | 258,876 | $6,535,836 | $6,130,184 | -$405,652 | -6.21% | |
| Raymond James Financial Inc | 0.00% | 255,309 | $6,431,234 | $6,045,717 | -$385,517 | -5.99% | |
| Natixis Advisors, Llc | 0.00% | 104,209 | $2,625,000 | $2,467,669 | -$157,331 | -5.99% | |
| Fas Wealth Partners, Inc. | 0.09% | 71,791 | $1,808,420 | $1,700,011 | -$108,409 | -5.99% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.20% | 70,443 | $1,774,461 | $1,668,090 | -$106,371 | -5.99% | |
| Kestra Private Wealth Services, Llc | 0.02% | 62,443 | $1,572,942 | $1,478,650 | -$94,292 | -5.99% | |
| Laurel Oak Wealth Management, Llc | 0.19% | 51,936 | $1,308,268 | $1,229,844 | -$78,424 | -5.99% | |
| Platt Wealth Management Llc | 0.82% | 40,475 | $1,019,000 | $958,448 | -$60,552 | -5.94% | |
| Landmark Wealth Management, Llc | 0.16% | 27,293 | $687,519 | $646,298 | -$41,221 | -6.00% | |
| Goldman Sachs Group Inc | 0.00% | 22,957 | $578,287 | $543,622 | -$34,665 | -5.99% | |
| Private Advisor Group, Llc | 0.00% | 19,887 | $500,960 | $470,924 | -$30,036 | -6.00% | |
| Aspen Grove Capital, Llc | 0.06% | 16,000 | $404,216 | $378,880 | -$25,336 | -6.27% | |
| Marshall Financial Group, Llc | 0.06% | 15,383 | $387,498 | $364,269 | -$23,229 | -5.99% | |
| Kingsview Wealth Management, Llc | 0.00% | 14,702 | $370,343 | $348,143 | -$22,200 | -5.99% | |
| Cra Financial Services, Llc | 0.04% | 12,500 | $314,875 | $296,000 | -$18,875 | -5.99% | |
| Jane Street Group, Llc | 0.00% | 8,604 | $216,735 | $203,743 | -$12,992 | -5.99% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,803 | $120,988 | $113,735 | -$7,253 | -5.99% |
Frequently asked questions about MFSM
Who are the largest institutional holders of MFSM?
The largest institutional holders of MFSM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Jones Financial Companies Lllp, Raymond James Financial Inc, Natixis Advisors, Llc, and Fas Wealth Partners, Inc.. InsiderSet ranks institutional holders by their latest reported MFSM position.
What is MFSM institutional ownership?
This page tracks MFSM positions reported by institutional investment managers through SEC Form 13F. MFS ACTIVE INTER MUNI BOND (MFSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MFSM?
InsiderSet currently tracks 18 institutional managers reporting MFSM 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 MFSM shareholders.
How much MFSM stock do institutions own?
Institutional investment managers disclosed approximately $46.37M in MFSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MFSM institutional ownership last updated?
The latest MFSM 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 MFSM 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 MFSM position after the reporting date.
Are institutions buying or selling MFSM?
Institutional buying and selling can be analyzed by comparing MFSM positions across consecutive 13F reporting periods. InsiderSet's MFSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MFSM ownership changes.
How has MFSM institutional ownership changed over time?
InsiderSet tracks MFSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.