MFS Intermediate High Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 1.45 M | $2.47 M | 24.99% | 8.11% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 52.16 K | $88.68 M | -11.29% | 0.29% |
| MGO ONE SEVEN LLC | 02/03/2026 | 41.00 K | $69.70 K | 0.00% | 0.23% |
| LPL FINANCIAL LLC | 02/11/2026 | 31.86 K | $54.17 K | 0.00% | 0.18% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 02/09/2026 | 28.47 K | $48.40 K | 0.00% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 27.46 K | $47.00 K | 10.01% | 0.15% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 20.07 K | $34.12 M | 0.00% | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 20.00 K | $34.00 K | 0.00% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 18.51 K | $31.47 M | 100.00% | 0.10% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 16.57 K | $28.17 K | 100.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 14.03 K | $23.85 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 14.00 K | $23.79 K | 100.00% | 0.08% |
| STONEX GROUP INC. | 02/12/2026 | 11.37 K | $19.32 K | 100.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 10.00 K | $17.00 K | 500,000.00% | 0.06% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 7.29 K | $12.40 K | 100.00% | 0.04% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 6.78 K | $11.53 K | 0.00% | 0.04% |
| CWM, LLC | 01/26/2026 | 1.34 K | $2.00 K | 0.00% | 0.01% |
| FIFTH THIRD BANCORP | 02/02/2026 | 1.00 K | $1.70 K | 100.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 529 | $899.00 K | 100.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 01/20/2026 | 386 | $656 | 0.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 202 | $343.00 K | 100.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 6 | $10 | 0.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 1 | $2 | 0.00% | 0.00% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 0 | $0 | -100.00% | 0.00% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 0 | $0 | -100.00% | 0.00% |
| MINDSET WEALTH MANAGEMENT, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
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MFS Intermediate High Income Fund institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of MFS Intermediate High Income Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.45 M
MGO ONE SEVEN LLC: 41,000
LPL Financial LLC: 31,863
Collaborative Wealth Managment Inc.: 28,473
Cambridge Investment Research Advisors, Inc.: 27,464
PNC FINANCIAL SERVICES GROUP, INC.: 20,000
9.38% of MFS Intermediate High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.19 M shares in the last 24 months. This purchase volume represents approximately $3.73 M in transactions.