SEC 13F Intelligence

MFS GOVT MKTS INCOME TR

CUSIP 552939100

Mfs Govt Mkts Income Tr has 42 institutional holders in Filings Flow’s 13F database, together reporting 19.07M shares worth $29M as of Q1 2026. The largest reported holders are 1607 Capital Partners, LLC, Karpus Management, Inc., and Private Advisor Group, LLC.

Institutional Holders
42
Q1 2026
Reported Value
$29M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 26Q4 ’18Q1 ’19: 23Q2 ’19: 23Q2 ’19Q3 ’19: 27Q2 ’21: 31Q2 ’21Q4 ’21: 29Q4 ’22: 33Q4 ’22Q4 ’25: 47Q1 ’26: 42Q1 ’26Q2 ’26: 6filingsflow.com
Total reported value
Q4 ’18: $41MQ4 ’18Q1 ’19: $43MQ2 ’19: $43MQ2 ’19Q3 ’19: $71MQ2 ’21: $33MQ2 ’21Q4 ’21: $38MQ4 ’22: $32MQ4 ’22Q4 ’25: $29MQ1 ’26: $29MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
1607 Capital Partners, LLC$1.4B AUM0.48%$7M2.28MQ1 2026OLDER
Karpus Management, Inc.$3.2B AUM0.16%$5M1.74MQ1 2026OLDER
Consolidated Portfolio Review Corp$1.1B AUM0.16%$1M395.6KQ3 2025OLDER
Fortitude Advisory Group L.L.C.$222M AUM0.11%$246,75183.9KQ1 2026OLDER
Sheets Smith Investment Management$154M AUM0.06%$89,60628.7KQ3 2025OLDER
Perissos Private Wealth Management, LLC$115M AUM0.05%$69,88822.4KQ3 2025OLDER
Summit Financial, LLC$7.8B AUM0.05%$4M1.26MQ1 2026OLDER
PVG ASSET MANAGEMENT CORP$173M AUM0.04%$75,70826.4KQ2 2026
TrueMark Investments, LLC$514M AUM0.03%$178,21760.6KQ1 2026OLDER
BankPlus Wealth Management LLC$194M AUM0.03%$46,63015.4KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.02%$4M1.43MQ1 2026OLDER
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.01%$257,29487.5KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$283,91796.6KQ1 2026OLDER
TMB Capital Partners, LLC$297M AUM0.01%$29,40010.0KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$291,152101.4KQ2 2026
Carnegie Investment Counsel$5.1B AUM0.01%$399,840136.0KQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM0.01%$46,80015.0KQ3 2025OLDER
CHAPIN DAVIS, INC.$569M AUM0.01%$37,45113.0KQ2 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$3M1.17MQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.01%$122,97441.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$44,30414.2KQ3 2025OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$6,2802.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$315,168107.2KQ2 2026
MOTCO$1.1B AUM0.00%$12,1004.0KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$338,601115.2KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$206,03366.0KQ3 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$73,39925.0KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$56,51319.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$35,27612.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$917,464312.1KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$1,513500Q4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$194,14666.0KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$17259Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$4,7041.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$43,35014.7KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,176400Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$224,19576.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$301,735102.6KQ2 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$32,25810.3KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$45,22414.9KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$799,241264.2KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$31,68010.5KQ4 2025OLDER
Ancora Advisors LLC$4.7B AUM0.00%$1,543525Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$37,57912.8KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$918320Q2 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$70,00023.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$71,65923.7KQ4 2025OLDER
Asset Dedication, LLC$1.4B AUM0.00%$9731Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$48,70915.6KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$31,59910.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$48,39516.5KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$4,7211.5KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$14,5094.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$4214Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,9401.0KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$31Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.