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 | 05/13/2026 | 1.60 M | $2.59 M | 9.99% | 8.92% |
| PIN OAK INVESTMENT ADVISORS INC | 05/15/2026 | 171.40 K | $278.00 K | 0.00% | 0.96% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 127.49 K | $206.52 K | 100.00% | 0.71% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 04/30/2026 | 101.67 K | $164.69 K | -3.68% | 0.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 58.76 K | $95.19 K | 318.93% | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 51.54 K | $83.48 K | -1.20% | 0.29% |
| MGO ONE SEVEN LLC | 05/14/2026 | 41.00 K | $66.42 K | 0.00% | 0.23% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 32.90 K | $53.30 K | -41.87% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 29.96 K | $49.00 K | 9.10% | 0.17% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 05/05/2026 | 28.47 K | $46.12 K | 0.00% | 0.16% |
| 05/14/2026 | 25.00 K | $40.50 K | 0.00% | 0.14% | |
| LPL FINANCIAL LLC | 05/06/2026 | 20.67 K | $33.48 K | -35.14% | 0.12% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 20.07 K | $32.92 K | 0.00% | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 20.00 K | $32.40 K | 0.00% | 0.11% |
| MORGAN STANLEY | 05/15/2026 | 13.36 K | $21.65 K | 1,336,100.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 13.30 K | $21.55 K | 33.00% | 0.07% |
| CITADEL ADVISORS LLC | 05/15/2026 | 13.04 K | $21.13 K | -6.81% | 0.07% |
| XTX TOPCO LTD | 05/15/2026 | 11.24 K | $18.20 K | 100.00% | 0.06% |
| CREATIVE PLANNING | 05/12/2026 | 10.01 K | $16.22 K | 100.00% | 0.06% |
| AXIOM INVESTMENT MANAGEMENT LLC | 05/26/2026 | 8.63 K | $13.97 K | 100.00% | 0.05% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 6.78 K | $10.98 K | 0.00% | 0.04% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 3.32 K | $5.38 K | -54.45% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 1.91 K | $3.10 K | 261.63% | 0.01% |
| CWM, LLC | 05/14/2026 | 1.34 K | $2.17 K | 0.00% | 0.01% |
| FIFTH THIRD BANCORP | 05/01/2026 | 1.00 K | $1.62 K | 0.00% | 0.01% |
| SOA WEALTH ADVISORS, LLC. | 05/20/2026 | 386 | $625 | 0.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 202 | $327 | 0.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 6 | $10 | 0.00% | 0.00% |
| STONEX GROUP INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
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MFS Intermediate High Income Fund institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of MFS Intermediate High Income Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.6 M
PIN OAK INVESTMENT ADVISORS INC: 171,400
Almitas Capital LLC: 127,491
MOSAIC FAMILY WEALTH PARTNERS, LLC: 101,665
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 58,764
ADVISOR GROUP HOLDINGS, INC.: 51,535
13.47% of MFS Intermediate High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.85 M shares in the last 24 months. This purchase volume represents approximately $4.67 M in transactions.