MFS ACTIVE VALUE (MFSV) Institutional Ownership and Insiders Activity
MFS ACTIVE VALUE (MFSV) is widely held by institutional investors, with 45 firms reporting positions valued at approximately $463.11M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $162.85M in MFSV holdings in its latest filing.
Institutional Holders
45
Total Reported Value
$463.11M
Largest Holder
Lpl Financial Llc
Largest Position
$162.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
8
Funds Exiting Positions
5
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$162.85M
- Jones Financial Companies Lllp$41.11M
- Sfg Wealth Management, Llc.$34.59M
- Paul R. Ried Financial Group, Llc$32.54M
- Arkadios Wealth Advisors$28.95M