MFS INTER INCOME TR
SH BEN INT · CUSIP 55273C107
85
institutional holders
49.7m
shares reported held*
$139.8mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $2.81.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SIT INVESTMENT ASSOCIATES INC 13G · institution +1.2 pts · filed 2026-10-01 | 31.1% |
Fell to 5% or below in the last year: 1607 Capital Partners, LLC (3.9%, 2026-08-14)
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.57% of their portfolio | 18.7m $52.5m | — |
| 1607 Capital Partners, LLC 2.35% of their portfolio | 10.8m $30.4m | — |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 8.0m $22.4m | — |
| MORGAN STANLEY 0.00% of their portfolio | 2.7m $7.6m | — |
| Karpus Management, Inc. 0.18% of their portfolio | 1.8m $5.0m | — |
| Invesco Ltd. 0.00% of their portfolio | 1.4m $4.0m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 1.3m $3.5m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 725.9k $2.0m | — |
| Relative Value Partners Group, LLC 0.14% of their portfolio | 607.2k $1.7m | — |
| EVOKE WEALTH, LLC 0.05% of their portfolio | 439.8k $1.2m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 357.2k $1.0m | — |
| NewEdge Advisors, LLC 0.01% of their portfolio | 320.8k $901.0k | — |
| UBS Group AG 0.00% of their portfolio | 189.8k $533.0k | — |
| Fortitude Advisory Group L.L.C. 0.48% of their portfolio | 177.6k $499.0k | — |
| Ameritas Advisory Services, LLC 0.03% of their portfolio | 175.5k $493.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 164.9k $465.0k | — |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.05% of their portfolio | 136.4k $383.0k | — |
| STEPHENS INC /AR/ 0.01% of their portfolio | 120.3k $338.0k | — |
| Penbrook Management LLC 0.27% of their portfolio | 111.9k $315.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 105.7k $297.0k | — |
| CENTAURUS FINANCIAL, INC. 0.03% of their portfolio | 105.2k $296.0k | — |
| Private Advisor Group, LLC 0.00% of their portfolio | 101.2k $284.0k | — |
| CWM, LLC 0.00% of their portfolio | 82.0k $230.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 80.1k $225.0k | — |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 77.7k $218.0k | — |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 62.7k $176.0k | — |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 61.6k $173.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 59.1k $166.0k | — |
| OPTIMUM INVESTMENT ADVISORS 0.08% of their portfolio | 54.0k $152.0k | — |
| SMITH, MOORE & CO. 0.02% of their portfolio | 48.6k $137.0k | — |
| Cresset Asset Management, LLC 0.00% of their portfolio | 46.2k $130.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 45.1k $126.0k | — |
| Jackson Hole Capital Partners, LLC 0.04% of their portfolio | 43.1k $121.0k | — |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio | 41.0k $115.0k | — |
| Pekin Hardy Strauss, Inc. 0.02% of their portfolio | 39.3k $111.0k | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 39.3k $111.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 39.3k $110.0k | — |
| ASSETMARK, INC 0.00% of their portfolio | 34.8k $98.0k | — |
| Greytown Advisors Inc. 0.05% of their portfolio | 28.6k $80.0k | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 27.4k $76.0k | — |
| L.M. KOHN & COMPANY 0.04% of their portfolio | 26.4k $75.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 21.9k $62.0k | — |
| LPL Financial LLC 0.00% of their portfolio | 20.5k $58.0k | — |
| RAYMOND JAMES TRUST N.A. 0.00% of their portfolio | 18.7k $52.0k | — |
| Smith Salley Wealth Management 0.00% of their portfolio | 18.3k $51.0k | — |
| PHILADELPHIA TRUST CO 0.01% of their portfolio | 16.1k $45.0k | — |
| Shaker Financial Services, LLC 0.02% of their portfolio | 16.0k $45.0k | — |
| NVWM, LLC 0.02% of their portfolio | 15.0k $42.0k | — |
| Equitable Holdings, Inc. 0.00% of their portfolio | 14.0k $39.0k | — |
| PARK AVENUE SECURITIES LLC 0.00% of their portfolio | 13.5k $38.0k | — |
| SignalPoint Asset Management, LLC 0.01% of their portfolio | 13.3k $37.0k | — |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 12.1k $34.0k | — |
| SeaCrest Wealth Management, LLC 0.01% of their portfolio | 12.1k $34.0k | — |
| Mariner, LLC 0.00% of their portfolio | 12.0k $34.0k | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 11.8k $33.0k | — |
| Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio | 11.3k $32.0k | — |
| HighTower Advisors, LLC 0.00% of their portfolio | 10.8k $30.0k | — |
| Rossmore Private Capital 0.01% of their portfolio | 10.3k $29.0k | — |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 10.1k $28.0k | — |
| BRAVE ASSET MANAGEMENT INC 0.01% of their portfolio | 10.0k $28.0k | — |
| WOODMONT INVESTMENT COUNSEL LLC 0.00% of their portfolio | 10.0k $28.0k | — |
| Argent Trust Co 0.00% of their portfolio | 10.0k $28.0k | — |
| WIPFLI FINANCIAL ADVISORS LLC, 0.00% of their portfolio | 6.1k $17.0k | — |
| HAZLETT, BURT & WATSON, INC. 0.02% of their portfolio | 6.0k $17.0k | — |
| MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio | 4.0k $11.0k | — |
| Anchor Investment Management, LLC 0.00% of their portfolio | 4.0k $11.2k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 3.6k $10.0k | — |
| Global Retirement Partners, LLC 0.00% of their portfolio | 3.5k $10.0k | — |
| Gradient Investments LLC 0.00% of their portfolio | 2.4k $7.0k | — |
| American Portfolios Advisors 0.00% of their portfolio | 2.2k $6.3k | — |
| Prestige Wealth Management Group LLC 0.00% of their portfolio | 2.0k $6.0k | — |
| UMB Bank, n.a. 0.00% of their portfolio | 1.0k $3.0k | — |
| ALBION FINANCIAL GROUP /UT 0.00% of their portfolio | 631 $2.0k | — |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 628 $2.0k | — |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 500 $1.0k | — |
| IFP Advisors, Inc 0.00% of their portfolio | 498 $2.0k | — |
| TRUST CO OF VERMONT 0.00% of their portfolio | 448 $1.0k | — |
| Highlander Capital Management, LLC 0.00% of their portfolio | 400 $1.0k | — |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 392 $1.0k | — |
| Retirement Group, LLC 0.00% of their portfolio | 166 $0 | — |
| Key Financial Inc 0.00% of their portfolio | 150 $0 | — |
| HighMark Wealth Management LLC 0.00% of their portfolio | 100 $0 | — |
| US BANCORP \DE\ 0.00% of their portfolio | 83 $0 | — |
| SITTNER & NELSON, LLC 0.00% of their portfolio | 50 $0 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |