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Form N-PX · fund family20 filers grouped

MFS

Fund registrants and adviser entities grouped under MFS by this site's alias table

Vote records reported
109,152year to 30 June 2026
Against management
4.7%5,062 of 107,348 marked votes
Say-on-pay support
93.9%for, of for + against + abstain
Shareholder-proposal support
28.0%for, of for + against + abstain
92.7% for5.4% against1.9% other4.7% against management108,373 votes

foragainstabstain, withhold or otheramber tick: the portion cast against management

In its Form N-PX for the year to 30 June 2026, MFS listed 109,152 vote records. Votes against management made up 4.7% of those marked either way (5,062 of 107,348); the median of the fund families tracked here stood at 7.8%.

Weighted by the number of shares voted, the against-management share is 3.8%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.

On pay and on shareholder proposals: it voted for 93.9% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 88.2%) and it voted for 28.0% of the proposals put forward by security holders (the median of the fund families tracked here: 30.7%).

By category, votes against management were most frequent in INVESTMENT COMPANY MATTERS (66.7% of 45), SHAREHOLDER RIGHTS AND DEFENSES (27.2% of 294) and OTHER SOCIAL ISSUES (10.6% of 1,524).

It reported 1.71 billion shares out on loan at record dates, 1.25% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.

Compared with other filers

Each rate is defined once, in the methodology. The median is taken over 60 families with at least 25 vote records in the season.

year to 30 June 2026This familyMedian familyAll filers pooled
Against-management share4.7%7.8%10.6%
Say-on-pay support rate93.9%88.2%86.0%
Shareholder-proposal support rate28.0%30.7%33.9%
Shares on loan, share of shares held1.25%1.53%3.12%
Largest families, year to 30 June 2026Against managementSay-on-pay supportShareholder-proposal support
Vanguard20.1%94.1%42.0%
BlackRock and iShares7.5%88.3%11.9%
Fidelity6.0%94.7%27.6%
Dimensional16.4%78.9%57.4%
State Street and SPDR16.9%77.1%50.4%

Votes by category

Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.

Category (as the form names it)VotesForAgainstAgainst managementSplit
DIRECTOR ELECTIONS62,96059,9001,5724.3%
SECTION 14A SAY-ON-PAY VOTES7,9807,0854595.9%
AUDIT-RELATED7,5037,470180.1%
INVESTMENT COMPANY MATTERS45151566.7%
SHAREHOLDER RIGHTS AND DEFENSES3212267327.2%
EXTRAORDINARY TRANSACTIONS623579446.9%
CAPITAL STRUCTURE9,0878,8182693.8%
COMPENSATION7,8897,3375276.0%
CORPORATE GOVERNANCE12,27010,5561,5957.6%
ENVIRONMENT OR CLIMATE1,0062937139.1%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE4621652970.9%
DIVERSITY, EQUITY, AND INCLUSION5111703411.8%
OTHER SOCIAL ISSUES1,52457195310.6%
OTHER285256292.5%

By season

SeasonVote recordsAgainst managementSay-on-pay supportShareholder-proposal supportSplit
year to 30 June 2024103,5795.2%93.3%31.6%
year to 30 June 2025108,1278.8%93.4%25.7%
year to 30 June 2026109,1524.7%93.9%28.0%

Say-on-pay votes against management

Counting one say-on-pay item per company meeting, MFS voted against management on 62 of the 839 it marked either way (7.4%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.

Shareholder proposals it supported

Of 451 proposals from security holders that could be told apart in the filings and on which it cast a vote, MFS voted for 140 (31.0%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.

CompanyMeetingProposal
Amazon.com, Inc.20 May 2026Shareholder proposal requesting a report on impact of climate commitments
Amazon.com, Inc.20 May 2026Shareholder proposal requesting additional reporting on impact of data centers on climate commitments
NVIDIA Corporation24 Jun 2026Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting...
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on AI data usage oversight
Alphabet Inc.5 Jun 2026Shareholder proposal regarding a report on AI-generated misinformation
Alphabet Inc.5 Jun 2026Shareholder proposal regarding equal shareholder voting
Netflix, Inc.4 Jun 2026Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent,"
Berkshire Hathaway Inc.2 May 2026Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework...
Tesla, Inc.6 Nov 2025A shareholder proposal to amend the bylaws to repeal 3% derivative suit ownership threshold.
Tesla, Inc.6 Nov 2025A shareholder proposal to seek shareholder approval before adopting an amendment to the bylaws pursuant to...
Tesla, Inc.6 Nov 2025Declassify the Board of Directors
Tesla, Inc.6 Nov 2025Shareholder proposal: CORPORATE GOVERNANCE
McDonald's Corporation20 May 2026Advisory Vote on Shareholders' Right to Act by Written Consent.
NextEra Energy, Inc.21 May 2026Report on Plans to Reduce and Align GHG Emissions with Paris Agreement Goals
QUALCOMM Incorporated17 Mar 2026Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting."
International Business Machines Corporation28 Apr 2026Stockholder Proposal Requesting a Right to Act by Written Consent
CATERPILLAR INC.10 Jun 2026Shareholder Proposal - Shareholder Right to Act by Written Consent
AT&T INC.14 May 2026EEO-1 Report Disclosure Policy
Wells Fargo & Company28 Apr 2026Shareholder Proposal - Govern by Majority Vote.
Texas Instruments Incorporated16 Apr 2026Stockholder proposal to permit stockholders to act by written consent.
The Goldman Sachs Group, Inc.29 Apr 2026Shareholder Proposal Regarding Lobbying Disclosure
PALANTIR TECHNOLOGIES INC.3 Jun 2026Stockholder proposal entitled "Political Spending Disclosure,"
Deere & Company25 Feb 2026Shareholder proposal on shareholder right to act by written consent
Starbucks Corporation25 Mar 2026Shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority...
THE BOEING COMPANY17 Apr 2026Action by Written Consent.
Palo Alto Networks, Inc.9 Dec 2025To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding...
Booking Holdings Inc.2 Jun 2026Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding annual vote regarding executive pay.
Meta Platforms, Inc.27 May 2026Shareholder Proposal Regarding Data Protection Impact Assessment
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding disclosure of voting results by share class.
Meta Platforms, Inc.27 May 2026A shareholder proposal regarding dual class capital structure.
Zoetis Inc.20 May 2026Shareholder proposal to permit shareholder action by written consent.
The Cigna Group22 Apr 2026Shareholder Proposal - Shareholder Right to Act by Written Consent
Vertex Pharmaceuticals Incorporated13 May 2026Shareholder proposal, if properly presented at the meeting, regarding shareholder right to act by written...
O'Reilly Automotive, Inc.14 May 2026Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending."
FORD MOTOR COMPANY14 May 2026A shareholder proposal relating to a request that the Board take steps to implement one vote per share for...
FORD MOTOR COMPANY14 May 2026A shareholder proposal relating to public disclosure by share class of voting results on matters subject...
Otis Worldwide Corporation27 May 2026Shareholder proposal regarding reporting on political contributions and expenditures
Snowflake Inc.29 Jun 2026To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal...
General Mills, Inc.30 Sep 2025Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain.

Shares on loan

MFS reported 1.71 billion shares on loan at record dates against 134.97 billion shares voted: 1.25% of the two together. Median family: 1.53%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.

Filers grouped under this family

Grouping is by registrant and manager name, from a hand-maintained table. See the methodology.

FilerTypeVote records, year to 30 June 2026
MFS VARIABLE INSURANCE TRUST IIfund registrant16,846
MFS SERIES TRUST Xfund registrant11,986
MFS VARIABLE INSURANCE TRUSTfund registrant9,621
MFS SERIES TRUST Ifund registrant9,611
MFS Active Exchange Traded Funds Trustfund registrant9,085
MFS SERIES TRUST XVfund registrant8,893
MFS SERIES TRUST IVfund registrant6,919
MFS SERIES TRUST Vfund registrant6,672
MFS VARIABLE INSURANCE TRUST IIIfund registrant5,754
MFS SERIES TRUST VIfund registrant4,777
MFS SERIES TRUST XIIIfund registrant3,871
MFS SERIES TRUST XIfund registrant3,527
MFS SERIES TRUST VIIfund registrant3,438
MASSACHUSETTS FINANCIAL SERVICES COinstitutional manager3,057
MFS SERIES TRUST XVIIfund registrant1,319
MFS SERIES TRUST VIIIfund registrant1,133
MASSACHUSETTS INVESTORS TRUSTfund registrant996
MFS SERIES TRUST IIfund registrant875
MASSACHUSETTS INVESTORS GROWTH STOCK FUNDfund registrant762
MFS SERIES TRUST XIIfund registrant10
MFS CHARTER INCOME TRUSTfund registrant0
MFS GOVERNMENT MARKETS INCOME TRUSTfund registrant0
MFS HIGH INCOME MUNICIPAL TRUSTfund registrant0
MFS HIGH YIELD MUNICIPAL TRUSTfund registrant0
MFS INTERMEDIATE HIGH INCOME FUNDfund registrant0
MFS INTERMEDIATE INCOME TRUSTfund registrant0
MFS INVESTMENT GRADE MUNICIPAL TRUSTfund registrant0
MFS MULTIMARKET INCOME TRUSTfund registrant0
MFS MUNICIPAL INCOME TRUSTfund registrant0
MFS MUNICIPAL SERIES TRUSTfund registrant0
MFS SERIES TRUST IIIfund registrant0
MFS SERIES TRUST IXfund registrant0
MFS SERIES TRUST XVIfund registrant0
MFS SPECIAL VALUE TRUSTfund registrant0

Questions

How did MFS vote on executive pay?

In the year to 30 June 2026 MFS reported 7,544 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 7,085 were for (93.9%), 459 against and 0 abstentions. Counting one item per company meeting, it voted against management on 62 of the 839 say-on-pay items it marked either way.

How often does MFS vote against management?

4.7% of the time in the year to 30 June 2026: 5,062 of the 107,348 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.

Did MFS support shareholder proposals on climate?

In the category ENVIRONMENT OR CLIMATE it reported 805 votes on proposals from security holders in the year to 30 June 2026 and voted for 92 of them (11.4%). Across every category it voted for 28.0% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.

Is this the result of the meetings?

No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.

Where does the data come from?

From the Form N-PX filings of the registrants and managers grouped under this family on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.

Provenance: SEC EDGAR, Form N-PX and N-PX/A filings of the filers listed above, read as filed and not verified by the SEC. Filings read through 23 Sep 2026; page built 26 Sep 2026.