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Home / Families / MFS / year to 30 June 2024

Form N-PX · fund family · year to 30 June 202424 filers grouped

MFS

One season of the MFS record. The family page shows the latest season.

Vote records reported
103,579year to 30 June 2024
Against management
5.2%5,228 of 100,104 marked votes
Say-on-pay support
93.3%for, of for + against + abstain
Shareholder-proposal support
31.6%for, of for + against + abstain
91.3% for6.3% against2.4% other5.2% against management100,848 votes

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

In its Form N-PX for the year to 30 June 2024, MFS listed 103,579 vote records. Votes against management made up 5.2% of those marked either way (5,228 of 100,104); the median of the fund families tracked here stood at 8.5%.

Weighted by the number of shares voted, the against-management share is 4.6%. 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 93.3% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 89.0%) and it voted for 31.6% of the proposals put forward by security holders (the median of the fund families tracked here: 35.1%).

By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (30.9% of 236), HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE (23.4% of 806) and OTHER SOCIAL ISSUES (15.0% of 2,195).

It reported 826.7 million shares out on loan at record dates, 0.65% 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 2024This familyMedian familyAll filers pooled
Against-management share5.2%8.5%10.2%
Say-on-pay support rate93.3%89.0%84.6%
Shareholder-proposal support rate31.6%35.1%37.0%
Shares on loan, share of shares held0.65%1.34%0.08%
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%

Of the 103,579 vote records in this filing, 5,567 carry something the form does not expect: a missing vote source or category, a record with no vote line, a meeting date that cannot be read, or a security identifier this site could not use. They are counted as filed. What is checked

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 ELECTIONS58,54455,6441,3694.4%
SECTION 14A SAY-ON-PAY VOTES7,5256,2244476.3%
AUDIT-RELATED6,5816,546240.1%
SHAREHOLDER RIGHTS AND DEFENSES2532182130.9%
EXTRAORDINARY TRANSACTIONS440401398.4%
CAPITAL STRUCTURE7,6867,4372493.7%
COMPENSATION7,8666,8201,0238.5%
CORPORATE GOVERNANCE10,7309,6629437.9%
ENVIRONMENT OR CLIMATE1,5283281,2007.1%
HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE80734646123.4%
DIVERSITY, EQUITY, AND INCLUSION1,0152317847.3%
OTHER SOCIAL ISSUES2,1987201,47815.0%
OTHER567507572.3%

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 67 of the 776 it marked either way (8.6%) in the year to 30 June 2024. The 40 companies with the most reporting filers are listed.

A further 1 say-on-pay item was reported without a management mark and are left out of both sides of that fraction.

Shareholder proposals it supported

Of 562 proposals from security holders that could be told apart in the filings and on which it cast a vote, MFS voted for 210 (37.4%). 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
Microsoft Corporation7 Dec 2023Report on Data Operations in Human Rights Hotspots
Microsoft Corporation7 Dec 2023Report on Tax Transparency
Amazon.com, Inc.22 May 2024Shareholder proposal requesting a report on customer due diligence
Amazon.com, Inc.22 May 2024Commission Third Party Assessment on Company's Commitment to Freedom of Association and Collective Bargaining
Amazon.com, Inc.22 May 2024Report on Lobbying Payments and Policy
Amazon.com, Inc.22 May 2024Commission a Third Party Audit on Working Conditions
Amazon.com, Inc.22 May 2024Establish a Board Committee on Artificial Intelligence
Amazon.com, Inc.22 May 2024Shareholder proposal requesting a report on customer use of certain technologies
Apple Inc.28 Feb 2024A shareholder proposal requesting a report on the use of Al
NVIDIA Corporation26 Jun 2024Advisory approval of a stockholder proposal to replace the supermajority voting provisions in our charter...
UnitedHealth Group Incorporated3 Jun 2024If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a...
Merck & Co., Inc.28 May 2024Shareholder proposal regarding a shareholder right to act by written consent
The Home Depot, Inc.16 May 2024Shareholder Proposal Regarding Enhancements to the Company's Clawback Policy
AbbVie Inc.3 May 2024Stockholder Proposal - to Implement Simple Majority Vote
EXXON MOBIL CORPORATION29 May 2024Additional Social Impact Report
Eli Lilly and Company6 May 2024Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts.
Eli Lilly and Company6 May 2024Shareholder proposal to publish an annual report disclosing lobbying activities.
CHEVRON CORPORATION29 May 2024Report on Tax Practices
The Procter & Gamble Company10 Oct 2023Shareholder Proposal - Request to Require Shareholder Approval for Certain Future Amendments to Company...
Walmart Inc.5 Jun 2024Racial Equity Audit
Walmart Inc.5 Jun 2024Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain
Walmart Inc.5 Jun 2024Workplace Safety & Violence Review
Netflix, Inc.6 Jun 2024Stockholder proposal entitled, "Proposal 8 - Special Shareholder Meeting Improvement,"
Netflix, Inc.6 Jun 2024Report on Use of Artificial Intelligence
Oracle Corporation15 Nov 2023Stockholder Proposal Regarding Pay Gap Report
Oracle Corporation15 Nov 2023Stockholder Proposal Regarding Independent Board Chairman
Tesla, Inc.13 Jun 2024A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy
Tesla, Inc.13 Jun 2024A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts
Tesla, Inc.13 Jun 2024A stockholder proposal regarding simple majority voting provisions in our governing documents
Tesla, Inc.13 Jun 2024Declassify the Board of Directors
Danaher Corporation7 May 2024Reduce Ownership Threshold for Shareholders to Call Special Meeting
Bristol-Myers Squibb Company7 May 2024Adopt Share Retention Policy For Senior Executives
NextEra Energy, Inc.23 May 2024A proposal entitled "Climate Lobbying Report" requesting a report on the Company's lobbying and trade...
ConocoPhillips14 May 2024Simple Majority Vote.
Texas Instruments Incorporated25 Apr 2024Stockholder proposal to permit a combined 15% of stockholders to call a special meeting.
Wells Fargo & Company30 Apr 2024Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights.
Wells Fargo & Company30 Apr 2024Shareholder Proposal - Transparency in Lobbying Annual Report.
RTX CORPORATION2 May 2024Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan
RTX CORPORATION2 May 2024Shareowner Proposal Requesting a Lobbying Transparency Report
American Tower Corporation22 May 2024To consider a stockholder proposal, if properly presented, regarding the ownership threshold required to...

Shares on loan

MFS reported 826.7 million shares on loan at record dates against 125.63 billion shares voted: 0.65% of the two together. Median family: 1.34%. 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.

Questions

How did MFS vote on executive pay?

In the year to 30 June 2024 MFS reported 6,671 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 6,224 were for (93.3%), 447 against and 0 abstentions. Counting one item per company meeting, it voted against management on 67 of the 776 say-on-pay items it marked either way. A further 1 say-on-pay item was reported without a management mark and are not counted in that figure.

How often does MFS vote against management?

5.2% of the time in the year to 30 June 2024: 5,228 of the 100,104 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 1,294 votes on proposals from security holders in the year to 30 June 2024 and voted for 101 of them (7.8%). Across every category it voted for 31.6% 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.

Back to the MFS family page · All filers in the year to 30 June 2024

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