MFS INTER INCOME TR
SH BEN INT · CUSIP 55273C107
88
institutional holders
-3 vs Q1 2025
60.2m
shares reported held*
$163.0mreported value*
8 new
24 added
15 reduced
10 sold out
net bought ≈ $6.4m (+2.4m shares)
* 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 ≈ $2.71.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 85 |
| Q4 2022 | 91 |
| Q1 2023 | 96 |
| Q2 2023 | 93 |
| Q3 2023 | 93 |
| Q4 2023 | 102 |
| Q1 2024 | 99 |
| Q2 2024 | 93 |
| Q3 2024 | 99 |
| Q4 2024 | 89 |
| Q1 2025 | 91 |
| Q2 2025 | 88 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 32 | 28 |
| Q4 2023 | 36 | 30 |
| Q1 2024 | 37 | 33 |
| Q2 2024 | 34 | 35 |
| Q3 2024 | 39 | 30 |
| Q4 2024 | 30 | 36 |
| Q1 2025 | 29 | 34 |
| Q2 2025 | 32 | 25 |
Biggest buyers
| OSAIC HOLDINGS, INC. | Added | +2.0m |
| SIT INVESTMENT ASSOCIATES INC | Added | +1.9m |
| 1607 Capital Partners, LLC | Added | +280.6k |
| M Holdings Securities, Inc. | New | +260.8k |
| Advisors Asset Management, Inc. | New | +231.6k |
| NorthCoast Asset Management LLC | New | +204.1k |
| ROYAL BANK OF CANADA | Added | +110.3k |
| AMERIPRISE FINANCIAL INC | Added | +79.5k |
| Ameritas Advisory Services, LLC | Added | +77.5k |
| BANK OF AMERICA CORP /DE/ | Added | +43.7k |
Biggest sellers
| Karpus Management, Inc. | Reduced | -1.9m |
| Allspring Global Investments Holdings, LLC | Reduced | -486.4k |
| MORGAN STANLEY | Reduced | -262.2k |
| INTEGRITY ALLIANCE, LLC. | Sold out | -73.1k |
| TOWNSQUARE CAPITAL LLC | Sold out | -28.1k |
| Moors & Cabot, Inc. | Reduced | -23.2k |
| LPL Financial LLC | Reduced | -20.7k |
| Atria Wealth Solutions, Inc. | Sold out | -19.5k |
| NewEdge Advisors, LLC | Reduced | -12.8k |
| CITADEL ADVISORS LLC | Sold out | -12.4k |
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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.52% of their portfolio | 26.3m $71.3m | Added +1.9m |
| 1607 Capital Partners, LLC 1.68% of their portfolio | 7.7m $20.7m | Added +280.6k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 7.0m $19.1m | Reduced -486.4k |
| Karpus Management, Inc. 0.45% of their portfolio | 5.1m $13.8m | Reduced -1.9m |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 3.0m $8.2m | Added +79.5k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 2.1m $5.6m | Added +2.0m |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $3.0m | Reduced -262.2k |
| Invesco Ltd. 0.00% of their portfolio | 1.1m $3.0m | Added +22.2k |
| LPL Financial LLC 0.00% of their portfolio | 820.2k $2.2m | Reduced -20.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 712.1k $1.9m | Added +43.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 544.0k $1.5m | Added +3.5k |
| Equitable Holdings, Inc. 0.01% of their portfolio | 507.0k $1.4m | Added +27.5k |
| EVOKE WEALTH, LLC 0.02% of their portfolio | 328.0k $888.9k | Unchanged |
| Ameritas Advisory Services, LLC 0.05% of their portfolio | 327.0k $886.1k | Added +77.5k |
| Private Advisor Group, LLC 0.00% of their portfolio | 290.7k $787.8k | Added +4.5k |
| M Holdings Securities, Inc. 0.12% of their portfolio | 260.8k $703.0k | New |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 246.9k $669.0k | Added +1.2k |
| Advisors Asset Management, Inc. 0.01% of their portfolio | 231.6k $627.6k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 228.6k $620.0k | Added +110.3k |
| Fortitude Advisory Group L.L.C. 0.35% of their portfolio | 227.8k $617.4k | Unchanged |
| NorthCoast Asset Management LLC 0.00% of their portfolio | 204.1k $553.1k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 132.8k $359.8k | Added +13.0k |
| Tolleson Wealth Management, Inc. 0.06% of their portfolio | 129.6k $351.3k | Unchanged |
| STEPHENS INC /AR/ 0.00% of their portfolio | 103.8k $281.2k | Reduced -12.0k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 81.2k $219.9k | Reduced -12.8k |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 70.0k $189.7k | Unchanged |
| Dakota Wealth Management 0.00% of their portfolio | 65.6k $177.6k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 64.5k $174.8k | Reduced -9.8k |
| Penbrook Management LLC 0.06% of their portfolio | 63.0k $170.0k | Added +27.1k |
| UBS Group AG 0.00% of their portfolio | 61.4k $166.4k | Added +4.5k |
| SMITH, MOORE & CO. 0.01% of their portfolio | 58.1k $157.5k | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 57.7k $156.3k | Reduced -1.9k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 54.6k $148.1k | Unchanged |
| Ethos Financial Group, LLC 0.01% of their portfolio | 51.2k $138.7k | Unchanged |
| Moors & Cabot, Inc. 0.01% of their portfolio | 50.4k $136.6k | Reduced -23.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 48.0k $130.0k | Reduced -6.7k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 46.2k $125.2k | Unchanged |
| Wealthspire Advisors, LLC 0.00% of their portfolio | 43.0k $116.6k | New |
| AlphaCore Capital LLC 0.00% of their portfolio | 41.2k $111.7k | Reduced -1.0k |
| Focus Partners Wealth 0.00% of their portfolio | 39.1k $106.0k | Unchanged |
| CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio | 35.8k $97.0k | Unchanged |
| MELFA WEALTH MANAGEMENT, INC. 0.06% of their portfolio | 34.1k $92.5k | Unchanged |
| MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio | 30.3k $82.2k | Added +488 |
| BTG Pactual Asset Management US LLC 0.01% of their portfolio | 28.6k $77.5k | Unchanged |
| CHOREO, LLC 0.00% of their portfolio | 27.0k $73.2k | Reduced -375 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 26.8k $73.0k | Reduced -804 |
| Argent Trust Co 0.00% of their portfolio | 26.0k $70.5k | Added +1.0k |
| L.M. KOHN & COMPANY 0.02% of their portfolio | 25.7k $69.7k | Added +113 |
| Shaker Financial Services, LLC 0.02% of their portfolio | 25.1k $67.9k | Added +4.7k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 24.1k $65.0k | Reduced -3.3k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 23.8k $64.6k | Added +28 |
| Advisory Services Network, LLC 0.00% of their portfolio | 17.0k $45.7k | Unchanged |
| PHILADELPHIA TRUST CO 0.00% of their portfolio | 16.1k $44.0k | Unchanged |
| Register Financial Advisors LLC 0.02% of their portfolio | 15.4k $41.6k | Added +331 |
| HRT FINANCIAL LP 0.00% of their portfolio | 15.0k $40.0k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 14.7k $39.7k | Added +96 |
| HighTower Advisors, LLC 0.00% of their portfolio | 13.3k $36.0k | Unchanged |
| PFG Investments, LLC 0.00% of their portfolio | 12.8k $34.6k | Unchanged |
| Commonwealth Financial Services, LLC 0.01% of their portfolio | 12.0k $32.5k | Unchanged |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 11.8k $31.8k | Unchanged |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 11.8k $31.8k | Reduced -4.0k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.3k $30.4k | Added +1.0k |
| Wealth Quarterback LLC 0.01% of their portfolio | 10.3k $28.0k | New |
| Rossmore Private Capital 0.00% of their portfolio | 10.3k $27.8k | Unchanged |
| BRAVE ASSET MANAGEMENT INC 0.01% of their portfolio | 10.0k $27.1k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 8.0k $21.7k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 4.8k $13.0k | Unchanged |
| Anchor Investment Management, LLC 0.00% of their portfolio | 4.0k $10.8k | Unchanged |
| Concord Wealth Partners 0.00% of their portfolio | 3.9k $10.5k | Unchanged |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 2.7k $7.0k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 2.0k $5.4k | New |
| Marshall & Sterling Wealth Advisors Inc. 0.00% of their portfolio | 1.8k $4.8k | Unchanged |
| EASTERN BANK 0.00% of their portfolio | 1.6k $4.3k | Unchanged |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 1.0k $2.7k | Unchanged |
| Clearstead Advisors, LLC 0.00% of their portfolio | 900 $2.4k | Unchanged |
| ALBION FINANCIAL GROUP /UT 0.00% of their portfolio | 631 $1.7k | Unchanged |
| Transce3nd, LLC 0.00% of their portfolio | 596 $1.6k | Unchanged |
| PFS Partners, LLC 0.00% of their portfolio | 571 $1.5k | Added +12 |
| Sachetta, LLC 0.00% of their portfolio | 567 $1.5k | Unchanged |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 500 $1.4k | Unchanged |
| Bogart Wealth, LLC 0.00% of their portfolio | 333 $902 | Unchanged |
| Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio | 163 $442 | Unchanged |
| COUNTRY TRUST BANK 0.00% of their portfolio | 150 $407 | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 103 $279 | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 75 $203 | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 28 $76 | New |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 13 $35 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |