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MIN — MFS INTER INCOME TR

Reported value held$9.70M
Funds holding (latest)12
SectorFinancials
Funds holding (Q2 2026)5
Institutional value$9.33M · 3.78M sh
New / Add / Cut / Exit0 / 3 / 2 / 2
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +2.3% (+83.83K sh)
Institutional value change Up +0.6%

As of Q2 2026, 5 SEC-registered investment managers reported holding MIN (MFS INTER INCOME TR) in their latest 13F filings, with a combined reported value of $9.33M across 3.78M shares. That is +2.3% by share count (+83.83K shares) versus the previous quarter, while reported value moved +0.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

MIN is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.43M $3.53M 0.00% Add
Invesco Ltd history 1.10M $2.73M 0.00% Add
Bank of America Corp history 991.30K $2.45M 0.00% Add
UBS Group AG history 150.33K $371.32K 0.00% Reduce
Wells Fargo & Co history 104.23K $257.45K 0.00% Reduce

Q1 2026 — 7 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.32M $3.31M 0.00% Add
Invesco Ltd history 1.09M $2.73M 0.00% Add
Bank of America Corp history 970.45K $2.44M 0.00% Reduce
UBS Group AG history 164.04K $411.75K 0.00% Add
Wells Fargo & Co history 104.97K $263.48K 0.00% Reduce
Citadel Advisors history 40.65K $102.03K 0.00% Reduce
PNC Financial Services history 8.10K $20.33K 0.00% Add

Q4 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.24M $3.25M 0.00% Add
Invesco Ltd history 1.07M $2.79M 0.00% Reduce
Bank of America Corp history 976.99K $2.55M 0.00% Add
Wells Fargo & Co history 481.96K $1.26M 0.00% Reduce
UBS Group AG history 162.71K $424.68K 0.00% Add
Citadel Advisors history 113.75K $296.89K 0.00% New
PNC Financial Services history 8.00K $20.88K 0.00% Hold

Q3 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Invesco Ltd history 1.15M $3.08M 0.00% Add
Morgan Stanley history 1.05M $2.81M 0.00% Reduce
Bank of America Corp history 898.70K $2.41M 0.00% Add
Wells Fargo & Co history 541.72K $1.45M 0.00% Hold
UBS Group AG history 156.57K $419.62K 0.00% Add
PNC Financial Services history 8.00K $21.44K 0.00% Hold

Q2 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.12M $3.05M 0.00% Reduce
Morgan Stanley history 1.12M $3.05M 0.00% Reduce
Invesco Ltd history 1.12M $3.04M 0.00% Add
Bank of America Corp history 712.13K $1.93M 0.00% Add
Wells Fargo & Co history 544.05K $1.47M 0.00% Add
UBS Group AG history 61.40K $166.40K 0.00% Add
PNC Financial Services history 8.00K $21.68K 0.00% Hold

Q1 2025 — 11 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.39M $3.73M 0.00% Reduce
Morgan Stanley history 1.39M $3.73M 0.00% Reduce
Invesco Ltd history 1.10M $2.96M 0.00% Reduce
Bank of America Corp history 668.44K $1.80M 0.00% Add
Wells Fargo & Co history 540.60K $1.45M 0.00% Add
UBS Group AG history 56.93K $153.15K 0.00% Hold
Citadel Advisors history 12.37K $33.29K 0.00% Reduce
Citadel Advisors history 12.37K $33.29K 0.00% Reduce
PNC Financial Services history 8.00K $21.52K 0.00% Hold
BlackRock Inc history 566 $1.52K 0.00% New
BlackRock Inc history 566 $1.52K 0.00% New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 12 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Morgan Stanley 1.43M 1.32M 1.24M 1.05M 1.12M 1.39M 1.42M 1.44M 1.41M 1.41M 1.42M 1.73M 2.41M 2.48M 2.80M 2.70M 3.04M 937.65K 939.35K 994.11K
Invesco Ltd 1.10M 1.09M 1.07M 1.15M 1.12M 1.10M 1.11M 1.10M 1.27M 1.05M 1.28M 1.15M 1.02M 1.32M 1.42M 1.41M 1.40M 1.40M 1.44M 1.42M
Bank of America Corp 991.30K 970.45K 976.99K 898.70K 712.13K 668.44K 394.16K 380.64K 354.56K 359.42K 350.15K 365.62K 355.09K 482.56K 504.75K 725.88K 681.70K 665.44K 519.09K 566.04K
UBS Group AG 150.33K 164.04K 162.71K 156.57K 61.40K 56.93K 57.03K 121.34K 105.31K 169.31K 150.89K 829.12K 862.79K 163.06K 159.10K 189.85K 187.61K 204.59K 275.86K 338.58K
Wells Fargo & Co 104.23K 104.97K 481.96K 541.72K 544.05K 540.60K 99.99K 1.12M 1.13M 1.11M 85.66K 107.38K 73.19K 77.26K 51.39K 45.14K 41.87K 43.01K 44.00K 5.18M
Citadel Advisors — 40.65K 113.75K — — 12.37K 29.66K 25.35K 11.60K — — — 14.00K — 35.84K — 38.30K — — —
BlackRock Inc — — — — — 566 — — — — — — — — — — — — — —
PNC Financial Services — 8.10K 8.00K 8.00K 8.00K 8.00K 8.00K 8.00K 8.00K 24.53K 24.53K 24.53K 26.61K 24.53K 24.53K 27.42K 24.53K 24.53K 24.53K 24.53K
Fidelity Management & Research (FMR) — — — — — — — 1 — — — — — — — — — — — 1
JPMorgan Chase & Co — — — — — — — — — — 68.34K 4.59K 4.23K 10.21K 1.26K — — — — —
Goldman Sachs Group — — — — — — — 11.40K — 10.00K — — — — — — — — — —
Citigroup Inc — — — — — — — — — — — — — — — — — — — 8.07K

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