← Directory
MFS INSTITUTIONAL ADVISORS INC.
CRD 107144File 801-46433
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$113.59B
Top 10% of cohort (national)
Discretionary AUM
$113.59B
Clients
10,261
13,555 accounts
Employees
1,311
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 6, 1994
- Principal office
- 111 HUNTINGTON AVENUE, BOSTON, MA, 02199-7618
- Phone
- 617-954-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $113.59B
- Discretionary AUM
- $113.59B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13,555
- Non-discretionary accounts
- 0
- Total accounts
- 13,555
- AUM per client
- $11.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 114 | $606.3M |
| Non-U.S. persons | 12 | $14.56B |
| Insurance companies | 37 | $7.79B |
| Investment companies | 2 | $748.6M |
| Charitable organizations | 116 | $1.85B |
| High net worth individuals | 407 | $1.02B |
| Pooled investment vehicles | 124 | $45.97B |
| Pension and profit sharing plans | 253 | $17.01B |
| State or municipal government entities | 51 | $19.67B |
| Individuals (other than high net worth individuals) | 9,145 | $2.18B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 13555 | 10261 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.