MFS Institutional Advisors Inc

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MFS Institutional Advisors Inc ✚
CRD #	107144
SEC #	801-46433
CIK #	0001443066
AUM	113.59 B (2026-03-31)
Employees	1,311 (25% Investors, 10% 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

CIK	Period
0001443066	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

0001443066

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	Sold	AUM
HF	MFS Emerging Markets Debt LLC I	[2022-03-31]	125.4 M	125.7 M
	Filed 2026-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	MFS Global Aggregate Opportunistic LLC	[2022-03-31]	68.4 M	69.9 M
	Filed 2026-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	MFS International Growth LLC II	[2017-09-20]	475.9 M	476.3 M
	Filed 2026-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	MFS Core Plus Fixed Income LLC	[2017-03-31]	389.7 M	399.7 M
	Filed 2026-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	MFS International Concentrated Equity LLC	[2013-03-28]	23.8 M	23.9 M
	Filed 2026-01-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	MFS Global Equity LLC	[2012-03-07]	55.0 M	97.7 M
	Filed 2013-02-06 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	MFS International Growth LLC	[2012-03-07]	452.7 M	569.1 M
	Filed 2013-02-06 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	MFS International Research Equity LLC	[2012-03-07]	20.1 M	18.5 M
	Filed 2025-01-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

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

Limited Partners	2011 - 2026
Missouri Public School Retirement System
Oregon Public Employees Retirement Fund
Teachers' Retirement Security for Illinois Educators
Teachers' Retirement System of the City of New York

Form D Directors	Role	# Filings	# Firms
Heidi Hardin	Director, Executive Officer	53	6
Robert Manning	Director	47	3
Inc MFS Institutional Advisors	Director	29	3
Carol Geremia	Executive Officer	29	3
John Corcoran	Director	26	3
Michael Roberge	Director	12	3
Robertson Mansi	Director	11	3
Anne Marie Bernard	Director	10	3
Linda Harring	Director	8	3
Elizabeth Petipas	Executive Officer	6	3
View All

EDGAR Form	CIK	2011 - 2026
13F-NT	[0001443066]

Firm Profile (Form ADV)
Discretionary AUM	$65.6B
Clients	16 (1 non-US)
Serves	Institutional, Retail
Fund Types	Hedge Fund
LEI	5K3S2DVP1EIBL90MSI54

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

Comparable Firms	State	AUM
Nomura Investment Management Business Trust ✚	PA	144.04 B
Lazard Asset Management LLC ✚	NY	120.52 B
Boston Partners Global Investors Inc ✚	MA	116.17 B
Harris Associates LP ✚	IL	109.48 B
RBC Global Asset Management US Inc ✚	MN	104.49 B
LSV Asset Management ✚	IL	104.25 B
Eaton Vance Management ✚	MA	97.02 B
DoubleLine Capital LP ✚	FL	93.32 B
Connor Clark & Lunn Investment Management Ltd ✚		85.59 B
Pzena Investment Management LLC ✚	NY	81.44 B

MFS Institutional Advisors Inc

Assets, Funds, Holdings