6 institutions reported holding $1.4M of MFS VALUE FUND CLASS I (MEIIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: FIRST MERCHANTS CORP ($627,298), Fulton Bank, N.A. ($542,766), Coston, McIsaac & Partners ($114,000), OAKWORTH CAPITAL, INC. ($54,537), McIlrath & Eck, LLC ($51,313). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | $627,298 | 12,395 | Trimmed |
| 2 | Fulton Bank, N.A. | $542,766 | 10,724 | Hold |
| 3 | Coston, McIsaac & Partners | $114,000 | 2,271 | Trimmed |
| 4 | OAKWORTH CAPITAL, INC. | $54,537 | 1,078 | Added |
| 5 | McIlrath & Eck, LLC | $51,313 | 1,014 | New |
| 6 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31