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| MFS Institutional Advisors Inc
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|---|---|
| CRD # | 107144 |
| SEC # | 801-46433 |
| CIK # | 0001443066 |
| AUM | $113.6 B (2026-03-31) |
| Employees | 1,311 (25% Investors, 10% Brokers) |
| Phone | 617-954-5000 |
| Address | 111 Huntington Avenue Boston, MA 02199-7618 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| 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 ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | MFS Emerging Markets Debt LLC I | [2022-03-31] | 125.4 | 125.7 |
| HF | MFS Global Aggregate Opportunistic LLC | [2022-03-31] | 68.4 | 69.9 |
| Other | MFS International Growth LLC II | [2017-09-20] | 475.9 | 476.3 |
| HF | MFS Core Plus Fixed Income LLC | [2017-03-31] | 389.7 | 399.7 |
| Other | MFS International Concentrated Equity LLC | [2013-03-28] | 23.8 | 23.9 |
| Other | MFS Global Equity LLC | [2012-03-07] | 55.0 | 97.7 |
| Other | MFS International Growth LLC | [2012-03-07] | 452.7 | 569.1 |
| Other | MFS International Research Equity LLC | [2012-03-07] | 20.1 | 18.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,145 | 2.2 |
| (b) Individuals (high net worth individuals) | 407 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 124 | 46.0 |
| (g) Pension and profit sharing plans | 253 | 17.0 |
| (h) Charitable organizations | 116 | 1.9 |
| (i) State or municipal government entities | 51 | 19.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 37 | 7.8 |
| (l) Sovereign wealth funds and foreign official institutions | 12 | 14.6 |
| (m) Corporations or other businesses not listed above | 114 | 0.6 |
| (n) Other | 3,294 | 2.2 |
| Total | 13,555 | 113.6 |
| By Discretionary | ||
| Discretionary | 13,555 | 113.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13,555 | 113.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 74.9 | |
| United States Persons | 38.7 | |
| Total | 13,555 | 113.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Heidi Hardin | 53 | 6 | ||
| Robert Manning | 47 | 3 | ||
| Inc MFS Institutional Advisors | 29 | 3 | ||
| Carol Geremia | 29 | 3 | ||
| John Corcoran | 26 | 3 | ||
| Michael Roberge | 12 | 3 | ||
| Robertson Mansi | 11 | 3 | ||
| Anne Marie Bernard | 10 | 3 | ||
| Linda Harring | 8 | 3 | ||
| Elizabeth Petipas | 6 | 3 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001443066] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Massachusetts Financial Services Company
✚
|
MA | 514.1 |
|
MFS Institutional Advisors Inc
✚
|
MA | 113.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nomura Investment Management Business Trust
✚
|
PA | 144.0 |
|
Lazard Asset Management LLC
✚
|
NY | 120.5 |
|
Boston Partners Global Investors Inc
✚
|
MA | 116.2 |
|
Harris Associates LP
✚
|
IL | 109.5 |
|
RBC Global Asset Management US Inc
✚
|
MN | 104.5 |
|
LSV Asset Management
✚
|
IL | 104.2 |
|
Eaton Vance Management
✚
|
MA | 97.0 |
|
DoubleLine Capital LP
✚
|
FL | 93.3 |
|
Connor Clark & Lunn Investment Management Ltd
✚
|
85.6 | |
|
Pzena Investment Management LLC
✚
|
NY | 81.4 |