DOSSIER · 13F Holders · Q2 2026
MEIIX

MFS SER TR I VALUE FD

5 institutions still hold MFS SER TR I VALUE FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 552983694·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
5
filers reporting
Concentration
50.01%
FIRST MERCHANTS CORP #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported MEIIX in Q2 2026. FIRST MERCHANTS CORP leads at 50.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FIRST MERCHANTS CORP
CIK 0000712534
$662K12K0.02%Q2 2026
02
FULTON BANK, N.A.
CIK 0000883782
$418K8K0.01%Q2 2026
03
Coston, McIsaac & Partners
CIK 0001945037
$133K3K0.03%Q4 2025
04
Oakworth Capital, Inc.
CIK 0001588871
$60K1K0.00%Q2 2026
05
McIlrath & Eck, LLC
CIK 0001701714
$51K1K0.00%Q1 2026