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5%+ stakes · Schedule 13D and 13G

Mfs Intermediate High Income Fund: 5%+ holders

Who has reported owning 5% or more of Mfs Intermediate High Income Fund, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more1
Filings1
Latest filing2026-02-24

Mfs Intermediate High Income Fund has 1 Schedule 13D or 13G filing on record since 2026-02-24. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Sit Investment Associates Inc9.2%1,644,570SCHEDULE 13D, 2026-02-242026-02-24

Purpose of Transaction (Item 4)

Sit Investment Associates Inc

The Sit Entities have acquired the Issuer's Shares for investment purposes, and such purchases have been made in the ordinary course of business. The Issuer's Shares have been acquired on behalf of SIA's and SFI's clients. In pursuing such investment purposes, the Sit Entities purchased the Shares based on the Sit Entities' belief that the Shares represented an attractive investment opportunity, and the Sit Entities may further purchase, hold, vote, trade, sell or otherwise deal in the Shares at the time, and in such manner, as they deem advisable to benefit from, among many things, changes in market prices of such Shares, the market prices of such Shares relative to the value of the Issuer's assets, changes in the Issuer's investment strategy, and composition of the Issuer's portfolio. None of Sit Entities have any present plan or proposal which would relate to or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D except as set forth herein or such as would occur upon or in connection with completion of, or following, any of the actions discussed herein. The Sit Entities intend to review their investment in the Issuer's Shares on a continuing basis and may also propose or take one or more of the actions described in subsections (a) through (j) of Item 4 of Schedule 13D, including engaging in discussions with management, the Board of Trustees and shareholders concerning, among other things, proposals of the Board of Trustees …The first part of Item 4 of the SCHEDULE 13D filed 2026-02-24; the filing has the rest

Timeline

FiledHolderPercentFiling
2026-02-24Sit Investment Associates Inc9.2%SCHEDULE 13D

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/mfs-intermediate-high-income-fund
Last updated 2026-09-27
Primary record: SEC filing
Mfs Intermediate High Income Fund 5%+ holders: 1 at 5% or more, largest Sit Investment Associates Inc 9.2%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/mfs-intermediate-high-income-fund