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MFS INVESTMENT MANAGEMENT
Legal name: MASSACHUSETTS FINANCIAL SERVICES COMPANY
CRD 110045File 801-17352
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$514.05B
Top 10% of cohort (national)
Discretionary AUM
$476.82B
Non-discretionary $37.23B
Clients
355
355 accounts
Employees
1,244
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 20, 1982
- Principal office
- 111 HUNTINGTON AVENUE, BOSTON, MA, 02199-7618
- Phone
- 617-954-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $514.05B
- Discretionary AUM
- $476.82B
- Non-discretionary AUM
- $37.23B
- Discretionary accounts
- 311
- Non-discretionary accounts
- 44
- Total accounts
- 355
- AUM per client
- $1.45B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 26 | $142.7M |
| Non-U.S. persons | 4 | $2.46B |
| Insurance companies | 2 | $86.5M |
| Investment companies | 187 | $436.50B |
| Charitable organizations | 1 | $51.1M |
| Pooled investment vehicles | 115 | $70.81B |
| Pension and profit sharing plans | 18 | $3.29B |
| State or municipal government entities | 2 | $704.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
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- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.