Vault-13

MFS GOVT MKTS INCOME TR

SH BEN INT · CUSIP 552939100

38 institutional holders
12,791,37012.8m shares reported held*
$41.6mreported 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 ≈ $3.25.

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.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution +0.6 pts · filed 2026-10-01 37.3% +0.6 pts 12.1m≈ $34.9m 2026-10-01
Karpus Management, Inc. 13G · institution filed 2025-08-14 5.6% 1.8m≈ $5.3m 2025-08-14

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.35% of their portfolio Minneapolis, MN 3,561,6303.6m $11.6m $11.6m 0.35% —
2 1607 Capital Partners, LLC 0.80% of their portfolio Richmond, VA 3,200,7623.2m $10.4m $10.4m 0.80% —
3 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 2,204,1852.2m $7.2m $7.2m 0.01% —
4 Karpus Management, Inc. 0.22% of their portfolio Pittsford, NY 1,959,9802.0m $6.4m $6.4m 0.22% —
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 303,509303.5k $986.0k $986.0k 0.00% —
6 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 284,050284.1k $923.0k $923.0k 0.02% —
7 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 179,114179.1k $582.0k $582.0k 0.00% —
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 166,783166.8k $542.0k $542.0k 0.00% —
9 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 154,926154.9k $504.0k $504.0k 0.03% —
10 Carnegie Investment Counsel 0.02% of their portfolio PEPPER PIKE, OH 136,000136.0k $442.0k $442.0k 0.02% —
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 113,158113.2k $367.0k $367.0k 0.00% —
12 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 107,313107.3k $349.0k $349.0k 0.00% —
13 Fortitude Advisory Group L.L.C. 0.23% of their portfolio GIG HARBOR, WA 71,25971.3k $232.0k $232.0k 0.23% —
14 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 49,27149.3k $160.0k $160.0k 0.01% —
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 41,82141.8k $136.0k $136.0k 0.00% —
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 31,30531.3k $102.0k $102.0k 0.00% —
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 29,67729.7k $96.0k $96.0k 0.00% —
18 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 29,60029.6k $96.0k $96.0k 0.00% —
19 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 28,78628.8k $94.0k $94.0k 0.00% —
20 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 25,79525.8k $84.0k $84.0k 0.00% —
21 Lloyd Park, LLC 0.10% of their portfolio Wilmette, IL 24,69624.7k $80.0k $80.0k 0.10% —
22 WEDBUSH SECURITIES INC 0.00% of their portfolio PASADENA, CA 20,44420.4k $66.0k $66.0k 0.00% —
23 L.M. KOHN & COMPANY 0.03% of their portfolio CINCINNATI, OH 16,46616.5k $54.0k $54.0k 0.03% —
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 13,60013.6k $44.0k $44.0k 0.00% —
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 13,13313.1k $43.0k $43.0k 0.00% —
26 BOENNING & SCATTERGOOD, INC. 0.01% of their portfolio WEST CONSHOHOCKEN, PA 13,04913.0k $42.0k $42.0k 0.01% —
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,1948.2k $27.0k $27.0k 0.00% —
28 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 927927 $3.0k $3.0k 0.00% —
29 Covington Capital Management 0.00% of their portfolio LOS ANGELES, CA 800800 $3.0k $3.0k 0.00% —
30 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 525525 $2.0k $2.0k 0.00% —
31 CAMBRIDGE TRUST CO 0.00% of their portfolio BOSTON, MA 320320 $1.0k $1.0k 0.00% —
32 American Portfolios Advisors 0.00% of their portfolio HOLBROOK, NY 125125 $406 $406 0.00% —
33 HighMark Wealth Management LLC 0.00% of their portfolio ST. PAUL, MN 100100 $0 $0 0.00% —
34 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 4747 $0 $0 0.00% —
35 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1212 $0 $0 0.00% —
36 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 88 $1.0k $1.0k 0.00% —
37 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $0 $0 0.00% —
38 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% —