Vault-13

MFS GOVT MKTS INCOME TR

SH BEN INT · CUSIP 552939100

43 institutional holders -2 vs Q1 2025
18,965,89019.0m shares reported held*
$59.2mreported value*
5 new 11 added 12 reduced 6 sold out net bought ≈ $1.0m (+331.4k 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 ≈ $3.12.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 38Q4 22: 37Q1 23: 40Q2 23: 39Q3 23: 40Q4 23: 41Q1 24: 47Q2 24: 46Q3 24: 44Q4 24: 45Q1 25: 45Q2 25: 4343Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202238
Q4 202237
Q1 202340
Q2 202339
Q3 202340
Q4 202341
Q1 202447
Q2 202446
Q3 202444
Q4 202445
Q1 202545
Q2 202543

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 17 bought or addedQ3 23: 12 cut or sold outQ4 23: 22 bought or addedQ4 23: 13 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 14 cut or sold outQ2 24: 18 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 22 bought or addedQ3 24: 18 cut or sold outQ4 24: 15 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 13 cut or sold outQ2 25: 16 bought or addedQ2 25: 18 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231712
Q4 20232213
Q1 20242714
Q2 20241821
Q3 20242218
Q4 20241517
Q1 20251713
Q2 20251618

Biggest buyers

Summit Financial, LLC New +1,778,753+1.8m
Private Advisor Group, LLC Added +392,153+392.2k
NorthCoast Asset Management LLC New +53,036+53.0k
PVG ASSET MANAGEMENT CORP New +30,220+30.2k
Consolidated Portfolio Review Corp Added +27,768+27.8k
MORGAN STANLEY Added +15,139+15.1k
ROYAL BANK OF CANADA Added +11,618+11.6k
LPL Financial LLC Added +10,630+10.6k
WELLS FARGO & COMPANY/MN Added +7,412+7.4k
Gilman Hill Asset Management, LLC Added +5,000+5.0k

Biggest sellers

Cambridge Investment Research Advisors, Inc. Reduced -1,002,850-1.0m
Allspring Global Investments Holdings, LLC Reduced -681,255-681.3k
Karpus Management, Inc. Reduced -104,103-104.1k
1607 Capital Partners, LLC Reduced -44,327-44.3k
NewEdge Advisors, LLC Reduced -26,500-26.5k
Shaker Financial Services, LLC Sold out -24,286-24.3k
TOWNSQUARE CAPITAL LLC Sold out -20,693-20.7k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -19,108-19.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -19,017-19.0k
MELFA WEALTH MANAGEMENT, INC. Sold out -17,467-17.5k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.56% of their portfolio Minneapolis, MN 8,402,5168.4m $26.2m $26.2m 0.56% Added +1.0k +1,018
2 1607 Capital Partners, LLC 0.57% of their portfolio Richmond, VA 2,253,7812.3m $7.0m $7.0m 0.57% Reduced -44.3k -44,327
3 Karpus Management, Inc. 0.18% of their portfolio Pittsford, NY 1,832,7761.8m $5.7m $5.7m 0.18% Reduced -104.1k -104,103
4 Summit Financial, LLC 0.13% of their portfolio PARSIPPANY, NJ 1,778,7531.8m $5.5m $5.5m 0.13% New
5 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 1,231,4381.2m $3.8m $3.8m 0.02% Added +392.2k +392,153
6 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 960,873960.9k $3.0m $3.0m 0.01% Reduced -681.3k -681,255
7 Consolidated Portfolio Review Corp 0.17% of their portfolio WOODBURY, NY 403,821403.8k $1.3m $1.3m 0.17% Added +27.8k +27,768
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 296,158296.2k $924.0k $924.0k 0.00% Added +15.1k +15,139
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 281,373281.4k $877.9k $877.9k 0.00% Reduced -5.2k -5,241
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 179,834179.8k $561.1k $561.1k 0.00% Added +10.6k +10,630
11 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 153,250153.2k $478.1k $478.1k 0.00% Reduced -26.5k -26,500
12 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 144,890144.9k $452.1k $452.1k 0.02% Unchanged
13 Carnegie Investment Counsel 0.01% of their portfolio PEPPER PIKE, OH 136,000136.0k $424.3k $424.3k 0.01% Unchanged
14 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 123,755123.8k $386.0k $386.0k 0.00% Added +956 +956
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 111,678111.7k $348.0k $348.0k 0.00% Reduced -1.0m -1,002,850
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 108,222108.2k $337.7k $337.7k 0.00% Added +7.4k +7,412
17 Fortitude Advisory Group L.L.C. 0.15% of their portfolio GIG HARBOR, WA 83,92983.9k $261.9k $261.9k 0.15% Unchanged
18 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 63,31763.3k $197.6k $197.6k 0.01% Reduced -739 -739
19 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 53,03653.0k $165.5k $165.5k 0.00% New
20 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 47,20347.2k $147.0k $147.0k 0.01% Unchanged
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 43,23643.2k $134.0k $134.0k 0.00% Added +11.6k +11,618
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 42,91142.9k $133.9k $133.9k 0.00% Reduced -12.8k -12,825
23 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 30,41730.4k $94.9k $94.9k 0.00% Reduced -714 -714
24 Csenge Advisory Group 0.00% of their portfolio CLEARWATER, FL 30,34630.3k $93.0k $93.0k 0.00% Unchanged
25 PVG ASSET MANAGEMENT CORP 0.32% of their portfolio GOLDEN, CO 30,22030.2k $94.3k $94.3k 0.32% New
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,52725.5k $79.6k $79.6k 0.00% Reduced -12.5k -12,477
27 L.M. KOHN & COMPANY 0.02% of their portfolio CINCINNATI, OH 23,46723.5k $73.2k $73.2k 0.02% Unchanged
28 Perissos Private Wealth Management, LLC 0.06% of their portfolio BETHANY, OK 22,40022.4k $69.9k $69.9k 0.06% Unchanged
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 20,35620.4k $63.5k $63.5k 0.00% Added +2.4k +2,395
30 Gilman Hill Asset Management, LLC 0.01% of their portfolio NEW CANAAN, CT 15,00015.0k $46.8k $46.8k 0.01% Added +5.0k +5,000
31 CHAPIN DAVIS, INC. 0.01% of their portfolio BALTIMORE, MD 13,04913.0k $40.7k $40.7k 0.01% Unchanged
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,0257.0k $21.9k $21.9k 0.00% Reduced -1.3k -1,306
33 MOTCO 0.00% of their portfolio SAN ANTONIO, TX 4,0004.0k $12.3k $12.3k 0.00% Unchanged
34 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,5273.5k $11.0k $11.0k 0.00% Added +39 +39
35 Park Square Financial Group, LLC 0.01% of their portfolio ROSWELL, GA 3,3683.4k $10.5k $10.5k 0.01% Reduced -793 -793
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,6661.7k $5.2k $5.2k 0.00% New
37 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,5131.5k $4.7k $4.7k 0.00% Unchanged
38 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 525525 $1.6k $1.6k 0.00% Unchanged
39 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 400400 $1.2k $1.2k 0.00% Unchanged
40 EASTERN BANK 0.00% of their portfolio BOSTON, MA 320320 $998 $998 0.00% Unchanged
41 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 1414 $44 $44 0.00% New
42 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $3 $3 0.00% Unchanged
43 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged