Massachusetts Financial Services Company

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Massachusetts Financial Services Company ✚
CRD #	110045
SEC #	801-17352
CIK #	0000912938
AUM	514.05 B (2026-03-31)
Employees	1,244 (26% Investors, 5% Brokers)
Fees
Minimum
Phone	617-954-5000
Address	111 Huntington Avenue Boston, MA 02199-7618
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($B) Copy

In the News
Tue, 09 Jun 2026	Massachusetts Financial Services Company Holds 4.92% Voting Rights In Burberry As Of June 4 — TradingView

CIK	Period
0000912938	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0000912938

Sector	Form 13F Holdings	Value ($B)
	Nvidia Corp	11.6
	Microsoft Corp	9.7
	Apple Inc	7.8
	Alphabet Inc	7.0
	Amazon Com Inc	5.6
	J P Morgan Chase & Co	4.3
	Taiwan Semiconductor Manufacturing Co Ltd	3.4
	Johnson & Johnson	3.3
	Cigna Corp	3.1
	Broadcom Inc	2.9
	Mastercard Inc	2.8
	Franco Nevada Corp	2.8
	United Technologies Corp /DE/	2.8
	Aon Corp	2.8
	Conocophillips	2.7
	UBS Group AG	2.6
	Facebook Inc	2.6
	McKesson Corp	2.5
	Agnico Eagle Mines Ltd	2.5
	Nasdaq OMX Group Inc	2.5
	KLA Tencor Corp	2.4
	Linde PLC	2.4
	Progressive Corp/Oh/	2.4
	Ace Ltd	2.1
	Honeywell International Inc	2.0
	Accenture PLC	2.0
	Analog Devices Inc	2.0
	General Dynamics Corp	2.0
	Medtronic Holdings Ltd	1.9


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Type	Form D Funds	Date	AUM
SA	Lenox Street 2007-I Ltd	2012-08-17	993.9 M
SA	Arlington Street CDO Cayman Ltd	2012-03-30	51.0 M
SA	Berkeley Street CDO Cayman Ltd	2012-03-30	58.5 M
SA	Crest Clarendon Street 2002-1 Ltd	2012-03-30	0.3 M
SA	Crest Dartmouth Street 2003-1 Ltd	2012-03-30	3.0 M
SA	Crest Exeter Street Solar 2004-1 Ltd	2012-03-30	170.5 M
SA	Fairfield Street Solar 2004-1 Ltd	2012-03-30	362.7 M
SA	Gloucester Street ABS CDO I Ltd	2012-03-30	295.2 M
SA	Ipswich Street CDO Ltd	2012-03-30	349.8 M
SA	Jersey Street CLO Ltd	2012-03-30	47.5 M
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	187	436.5
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	115	70.8
(g) Pension and profit sharing plans	18	3.3
(h) Charitable organizations	1	0.1
(i) State or municipal government entities	2	0.7
(j) Other investment advisers	0	0.0
(k) Insurance companies	2	0.1
(l) Sovereign wealth funds and foreign official institutions	4	2.5
(m) Corporations or other businesses not listed above	26	0.1
(n) Other	0	0.0
Total	355	514.1
By Discretionary
Discretionary	311	476.8
Non-Discretionary	44	37.2
Total	355	514.1
By Non-United States Persons
Non-United States Persons		38.8
United States Persons		475.3
Total	355	514.1

Form D Directors	Role	# Filings	# Firms
Robert Manning	Director	47	3
Carol Geremia	Executive Officer	29	3
Inc MFS Institutional Advisors	Director	29	3
John Corcoran	Director	26	3
Michael Roberge	Executive Officer	12	3
Robertson Mansi	Director	11	3
Anne Marie Bernard	Director	10	3
Linda Harring	Director	8	3
Elizabeth Petipas	Executive Officer	6	3
Charuda Uptham-Costello	Executive Officer	5	3
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0000912938]
SC 13G	[0000912938]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Massachusetts Financial Services Co /MA/	James Hardie Industries PLC	[2026-05-14]
Massachusetts Financial Services Co /MA/	Nasdaq Inc	[2026-05-14]
Massachusetts Financial Services Co /MA/	Wingstop Inc	[2026-01-28]
Massachusetts Financial Services Co /MA/	Black Rock Coffee Bar Inc	[2025-11-04]
Massachusetts Financial Services Co /MA/	Netskope Inc	[2025-11-04]
Massachusetts Financial Services Co /MA/	Check Point Software Technologies Ltd	[2025-11-04]
Massachusetts Financial Services Co /MA/	Plains GP Holdings LP	[2025-08-04]
Massachusetts Financial Services Co /MA/	Newell Brands Inc	[2025-05-14]
Massachusetts Financial Services Co /MA/	Thryv Holdings Inc	[2025-05-14]
Massachusetts Financial Services Co /MA/	Highwoods Properties Inc	[2025-05-14]
View All

Firm Profile (Form ADV)
Discretionary AUM	$269.5B
Serves	Institutional
Fund Types	Hedge Fund
LEI	1G3OSH3GLGJ7X1JC5I61

Related Firms	State	AUM
Massachusetts Financial Services Company ✚	MA	514.05 B
MFS Institutional Advisors Inc ✚	MA	113.59 B

Comparable Firms	State	AUM
Millennium Management LLC ✚	NY	720.85 B
Nomura Asset Management Co Ltd ✚		601.79 B
Arrowstreet Capital Limited Partnership ✚	MA	351.32 B
Legal & General Investment Management America Inc ✚	IL	267.16 B
Amova Asset Management Co Ltd ✚		247.43 B
Two Sigma Investments LP ✚	NY	232.82 B
Squarepoint Ops LLC ✚	NY	226.98 B
Schonfeld Strategic Advisors LLC ✚	NY	225.25 B
Rokos Capital Management LLP ✚		219.44 B
Taula Capital Management Jersey LP ✚		210.93 B

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Massachusetts Financial Services Company

Assets, Funds, Holdings