Vault-13

MFS GOVT MKTS INCOME TR

SH BEN INT · CUSIP 552939100

43 institutional holders -4 vs Q4 2025
19,065,93119.1m shares reported held*
$56.1mreported value*
3 new 16 added 9 reduced 7 sold out net bought ≈ $1.3m (+450.9k 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 ≈ $2.94.

Trends to Q1 2026

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: 43Q3 25: 49Q4 25: 47Q1 26: 4343Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 202549
Q4 202547
Q1 202643

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 18 bought or addedQ2 24: 21 cut or sold outQ3 24: 22 bought or addedQ3 24: 18 cut or sold outQ3 24Q4 24: 15 bought or addedQ4 24: 17 cut or sold outQ1 25: 17 bought or addedQ1 25: 13 cut or sold outQ1 25Q2 25: 16 bought or addedQ2 25: 18 cut or sold outQ3 25: 22 bought or addedQ3 25: 18 cut or sold outQ3 25Q4 25: 19 bought or addedQ4 25: 20 cut or sold outQ1 26: 19 bought or addedQ1 26: 16 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241821
Q3 20242218
Q4 20241517
Q1 20251713
Q2 20251618
Q3 20252218
Q4 20251920
Q1 20261916

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +341,418+341.4k
RIVERNORTH CAPITAL MANAGEMENT, LLC New +87,515+87.5k
TrueMark Investments, LLC New +60,618+60.6k
Karpus Management, Inc. Added +58,070+58.1k
Private Advisor Group, LLC Added +49,552+49.6k
1607 Capital Partners, LLC Added +24,956+25.0k
Dynamic Advisor Solutions LLC Added +22,423+22.4k
Allspring Global Investments Holdings, LLC Added +10,850+10.8k
CITADEL ADVISORS LLC New +10,748+10.7k
Csenge Advisory Group Added +10,506+10.5k

Biggest sellers

Summit Financial, LLC Reduced -99,073-99.1k
MORGAN STANLEY Reduced -34,118-34.1k
NewEdge Advisors, LLC Reduced -24,100-24.1k
JANE STREET GROUP, LLC Sold out -23,689-23.7k
BankPlus Wealth Management LLC Sold out -15,415-15.4k
Cetera Investment Advisers Sold out -14,950-14.9k
COMMONWEALTH EQUITY SERVICES, LLC Sold out -10,472-10.5k
UBS Group AG Reduced -9,387-9.4k
MML INVESTORS SERVICES, LLC Reduced -5,542-5.5k
MOTCO Sold out -4,000-4.0k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.54% of their portfolio Minneapolis, MN 9,130,0389.1m $26.8m $26.8m 0.54% Added +341.4k +341,418
2 1607 Capital Partners, LLC 0.48% of their portfolio Richmond, VA 2,278,7372.3m $6.7m $6.7m 0.48% Added +25.0k +24,956
3 Karpus Management, Inc. 0.16% of their portfolio Pittsford, NY 1,744,1591.7m $5.1m $5.1m 0.16% Added +58.1k +58,070
4 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 1,425,6411.4m $4.2m $4.2m 0.02% Added +49.6k +49,552
5 Summit Financial, LLC 0.05% of their portfolio PARSIPPANY, NJ 1,263,1631.3m $3.7m $3.7m 0.05% Reduced -99.1k -99,073
6 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 1,166,8241.2m $3.4m $3.4m 0.01% Added +10.8k +10,850
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 312,063312.1k $917.5k $917.5k 0.00% Added +3.7k +3,689
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 230,094230.1k $676.5k $676.5k 0.00% Reduced -34.1k -34,118
9 Carnegie Investment Counsel 0.01% of their portfolio PEPPER PIKE, OH 136,000136.0k $399.8k $399.8k 0.01% Unchanged
10 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 118,319118.3k $348.0k $348.0k 0.00% Added +2.1k +2,119
11 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 115,171115.2k $338.6k $338.6k 0.00% Reduced -5.5k -5,542
12 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 107,200107.2k $315.2k $315.2k 0.00% Reduced -24.1k -24,100
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 102,631102.6k $301.7k $301.7k 0.00% Reduced -1.5k -1,500
14 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 96,57196.6k $283.9k $283.9k 0.01% Unchanged
15 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 90,08290.1k $264.8k $264.8k 0.01% Added +22.4k +22,423
16 DECISION INVESTMENTS, INC 0.30% of their portfolio SAN DIEGO, CA 89,50089.5k $263.1k $263.1k 0.30% Added +200 +200
17 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.01% of their portfolio WEST PALM BEACH, FL 87,51587.5k $257.3k $257.3k 0.01% New
18 Fortitude Advisory Group L.L.C. 0.11% of their portfolio GIG HARBOR, WA 83,92983.9k $246.8k $246.8k 0.11% Unchanged
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 76,25776.3k $224.2k $224.2k 0.00% Reduced -3.1k -3,055
20 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 66,03666.0k $194.1k $194.1k 0.00% Unchanged
21 TrueMark Investments, LLC 0.03% of their portfolio CHICAGO, IL 60,61860.6k $178.2k $178.2k 0.03% New
22 WEDBUSH SECURITIES INC 0.00% of their portfolio PASADENA, CA 48,24848.2k $142.0k $142.0k 0.00% Added +246 +246
23 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 41,82841.8k $123.0k $123.0k 0.01% Added +10.5k +10,506
24 PVG ASSET MANAGEMENT CORP 0.05% of their portfolio GOLDEN, CO 26,37926.4k $76.8k $76.8k 0.05% Reduced -635 -635
25 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 24,96625.0k $73.4k $73.4k 0.00% Unchanged
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 23,94123.9k $70.0k $70.0k 0.00% Added +197 +197
27 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 19,22219.2k $56.5k $56.5k 0.00% Unchanged
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 16,46116.5k $48.4k $48.4k 0.00% Reduced -3.5k -3,500
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,74514.7k $43.4k $43.4k 0.00% Added +8.1k +8,073
30 CHAPIN DAVIS, INC. 0.01% of their portfolio BALTIMORE, MD 13,04913.0k $38.4k $38.4k 0.01% Unchanged
31 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 12,78212.8k $37.6k $37.6k 0.00% Added +1.2k +1,204
32 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 12,03912.0k $35.3k $35.3k 0.00% Added +8.4k +8,439
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,74810.7k $31.6k $31.6k 0.00% New
34 TMB Capital Partners, LLC 0.01% of their portfolio LITTLE ROCK, AR 10,00010.0k $29.4k $29.4k 0.01% Unchanged
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,9354.9k $14.5k $14.5k 0.00% Reduced -9.4k -9,387
36 Global Wealth Strategies & Associates 0.00% of their portfolio DENVER, CO 2,1362.1k $6.3k $6.3k 0.00% Unchanged
37 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 1,6001.6k $4.7k $4.7k 0.00% Unchanged
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,0001.0k $2.9k $2.9k 0.00% Unchanged
39 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 525525 $1.5k $1.5k 0.00% Unchanged
40 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 400400 $1.2k $1.2k 0.00% Unchanged
41 EASTERN BANK 0.00% of their portfolio BOSTON, MA 320320 $941 $941 0.00% Unchanged
42 Westfuller Advisors, LLC 0.00% of their portfolio New York, NY 5959 $172 $172 0.00% Added +2 +2
43 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $3 $3 0.00% Unchanged