MFSV Institutional Ownership & Shareholders
MFS ACTIVE VALUE (MFSV) is currently held by 45 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $461.91M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of MFSV tracked by InsiderSet, reporting ownership valued at approximately $162.85M 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 $169.81M, representing an estimated gain of +4.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed MFSV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Jones Financial Companies Lllp, Sfg Wealth Management, Llc., and several other long-term asset managers with concentrated positions in MFS ACTIVE VALUE (MFSV).
This page ranks the largest institutional MFSV 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
45
Total Reported Value
$461.91M
Largest Holder
Lpl Financial Llc
Largest Position
$162.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 5,700,107 | $162,852,041 | $169,806,188 | +$6,954,147 | +4.27% | |
| Jones Financial Companies Lllp | 0.02% | 1,452,707 | $41,111,597 | $43,276,142 | +$2,164,545 | +5.27% | |
| Sfg Wealth Management, Llc. | 12.30% | 1,230,965 | $34,590,149 | $36,670,447 | +$2,080,298 | +6.01% | |
| Paul R. Ried Financial Group, Llc | 14.21% | 1,138,859 | $32,537,202 | $33,926,610 | +$1,389,408 | +4.27% | |
| Arkadios Wealth Advisors | 0.44% | 1,013,458 | $28,954,499 | $30,190,914 | +$1,236,415 | +4.27% | |
| Kwb Wealth | 2.21% | 919,981 | $25,851,479 | $27,406,234 | +$1,554,755 | +6.01% | |
| Bank Of America Corp | 0.00% | 756,595 | $21,615,919 | $22,538,965 | +$923,046 | +4.27% | |
| Private Advisor Group, Llc | 0.08% | 588,632 | $16,817,218 | $17,535,347 | +$718,129 | +4.27% | |
| Raymond James Financial Inc | 0.00% | 534,125 | $15,259,959 | $15,911,584 | +$651,625 | +4.27% | |
| Apollon Wealth Management, Llc | 0.12% | 376,785 | $10,587,650 | $11,224,425 | +$636,775 | +6.01% | |
| &Partners | 0.04% | 346,332 | $9,951,986 | $10,317,230 | +$365,244 | +3.67% | |
| Envestnet Asset Management Inc | 0.00% | 340,588 | $9,730,597 | $10,146,117 | +$415,520 | +4.27% | |
| Potentia Wealth | 3.13% | 267,667 | $7,647,257 | $7,973,800 | +$326,543 | +4.27% | |
| Commonwealth Equity Services, Llc | 0.01% | 212,316 | $6,065,880 | $6,324,894 | +$259,014 | +4.27% | |
| Cetera Investment Advisers | 0.00% | 161,013 | $4,600,141 | $4,796,577 | +$196,436 | +4.27% | |
| Wcg Wealth Advisors Llc | 0.08% | 123,636 | $3,532,270 | $3,683,116 | +$150,846 | +4.27% | |
| Savvy Advisors, Inc. | 0.07% | 122,050 | $3,486,963 | $3,635,870 | +$148,907 | +4.27% | |
| Keating Financial Advisory Services, Inc. | 0.38% | 100,665 | $2,875,999 | $2,998,810 | +$122,811 | +4.27% | |
| Bluechip Wealth Advisors Llc | 0.99% | 91,486 | $2,613,763 | $2,725,368 | +$111,605 | +4.27% | |
| Advisory Services Network, Llc | 0.03% | 84,045 | $2,401,166 | $2,503,701 | +$102,535 | +4.27% | |
| Stifel Financial Corp | 0.00% | 82,994 | $2,371,142 | $2,472,391 | +$101,249 | +4.27% | |
| Mars Jewett Financial Group, Inc. | 0.46% | 79,656 | $2,275,774 | $2,372,952 | +$97,178 | +4.27% | |
| Kingsview Wealth Management, Llc | 0.03% | 77,906 | $2,225,766 | $2,320,820 | +$95,054 | +4.27% | |
| Equitable Holdings, Inc. | 0.01% | 58,686 | $1,676,659 | $1,748,256 | +$71,597 | +4.27% | |
| Goldman Sachs Group Inc | 0.00% | 57,011 | $1,628,804 | $1,698,358 | +$69,554 | +4.27% | |
| Prosperity Financial Group, Inc. | 0.47% | 57,072 | $1,603,723 | $1,700,175 | +$96,452 | +6.01% | |
| Natixis Advisors, Llc | 0.00% | 54,408 | $1,554,000 | $1,620,814 | +$66,814 | +4.30% | |
| Jane Street Group, Llc | 0.00% | 39,814 | $1,137,486 | $1,186,059 | +$48,573 | +4.27% | |
| Susquehanna International Group, Llp | 0.00% | 38,817 | $1,109,002 | $1,156,358 | +$47,356 | +4.27% | |
| Iht Wealth Management, Llc | 0.02% | 33,802 | $965,721 | $1,006,962 | +$41,241 | +4.27% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 18,673 | $533,488 | $556,269 | +$22,781 | +4.27% | |
| Regal Investment Advisors Llc | 0.02% | 16,605 | $474,405 | $494,663 | +$20,258 | +4.27% | |
| Brown Advisory Inc | 0.00% | 14,260 | $407,408 | $424,805 | +$17,397 | +4.27% | |
| Cra Financial Services, Llc | 0.03% | 8,400 | $236,040 | $250,236 | +$14,196 | +6.01% | |
| Royal Bank Of Canada | 0.00% | 7,334 | $210,000 | $218,480 | +$8,480 | +4.04% | |
| Ifg Advisory, Llc | 0.01% | 6,757 | $193,036 | $201,291 | +$8,255 | +4.28% | |
| Cwm, Llc | 0.00% | 3,005 | $80,327 | $89,519 | +$9,192 | +11.44% | |
| Sittner & Nelson, Llc | 0.02% | 2,250 | $64,283 | $67,028 | +$2,745 | +4.27% | |
| Morgan Stanley | 0.00% | 2,201 | $62,883 | $65,568 | +$2,685 | +4.27% | |
| Ameritas Advisory Services, Llc | 0.00% | 260 | $7,428 | $7,745 | +$317 | +4.27% | |
| Farther Finance Advisors, Llc | 0.00% | 116 | $3,260 | $3,456 | +$196 | +6.00% | |
| Tidemark, Llc | 0.00% | 105 | $3,000 | $3,128 | +$128 | +4.26% | |
| Fmr Llc | 0.00% | 32 | $914 | $953 | +$39 | +4.30% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,395 | $411 | $428,827 | +$428,416 | +104237.48% | |
| Park Avenue Securities Llc | 0.00% | 14,576 | $410 | $434,219 | +$433,809 | +105807.08% |
Frequently asked questions about MFSV
Who are the largest institutional holders of MFSV?
The largest institutional holders of MFSV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Jones Financial Companies Lllp, Sfg Wealth Management, Llc., Paul R. Ried Financial Group, Llc, and Arkadios Wealth Advisors. InsiderSet ranks institutional holders by their latest reported MFSV position.
What is MFSV institutional ownership?
This page tracks MFSV positions reported by institutional investment managers through SEC Form 13F. MFS ACTIVE VALUE (MFSV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MFSV?
InsiderSet currently tracks 45 institutional managers reporting MFSV 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 MFSV shareholders.
How much MFSV stock do institutions own?
Institutional investment managers disclosed approximately $461.91M in MFSV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MFSV institutional ownership last updated?
The latest MFSV 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 MFSV 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 MFSV position after the reporting date.
Are institutions buying or selling MFSV?
Institutional buying and selling can be analyzed by comparing MFSV positions across consecutive 13F reporting periods. InsiderSet's MFSV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MFSV ownership changes.
How has MFSV institutional ownership changed over time?
InsiderSet tracks MFSV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.