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| Massachusetts Financial Services Company
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|---|---|
| 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 ($B) |
|---|
| In the News | |
|---|---|
| Tue, 09 Jun 2026 | Massachusetts Financial Services Company Holds 4.92% Voting Rights In Burberry As Of June 4 — TradingView |
| Sector | Form 13F Holdings | Value ($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 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| SA | Lenox Street 2007-I Ltd | 2012-08-17 | 993.9 M | |
| SA | Arlington Street CDO Cayman Ltd | 2012-03-30 | 51.0 M | |
| SA | Berkeley Street CDO Cayman Ltd | 2012-03-30 | 58.5 M | |
| SA | Crest Clarendon Street 2002-1 Ltd | 2012-03-30 | 0.3 M | |
| SA | Crest Dartmouth Street 2003-1 Ltd | 2012-03-30 | 3.0 M | |
| SA | Crest Exeter Street Solar 2004-1 Ltd | 2012-03-30 | 170.5 M | |
| SA | Fairfield Street Solar 2004-1 Ltd | 2012-03-30 | 362.7 M | |
| SA | Gloucester Street ABS CDO I Ltd | 2012-03-30 | 295.2 M | |
| SA | Ipswich Street CDO Ltd | 2012-03-30 | 349.8 M | |
| SA | Jersey Street CLO Ltd | 2012-03-30 | 47.5 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 2011 - 2026 |
|---|---|---|---|---|
| Robert Manning | Director | 48 | 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] |
| 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 |
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|---|---|---|
|
Millennium Management LLC
✚
|
NY | 720.85 B |
|
Nomura Asset Management Co Ltd
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|
601.79 B | |
|
Arrowstreet Capital Limited Partnership
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|
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|
Legal & General Investment Management America Inc
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|
IL | 267.16 B |
|
Amova Asset Management Co Ltd
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|
247.43 B | |
|
Two Sigma Investments LP
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|
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|
Squarepoint Ops LLC
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|
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|
Schonfeld Strategic Advisors LLC
✚
|
NY | 225.25 B |
|
Rokos Capital Management LLP
✚
|
219.44 B | |
|
Taula Capital Management Jersey LP
✚
|
210.93 B |