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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 Oct 1, 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
- Website
- http://www.mfs.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,271 | 1,244 | decreased by27 |
| Apr 1, 2026 | Clients | 344 | 355 | increased by11 |
| Apr 1, 2026 | AUM | $473,025,951,992 | $514,051,177,297 | increased by$41,025,225,305 |
| Apr 1, 2026 | Accounts | 344 | 355 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,100 | 1,271 | increased by171 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 345 | 344 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $556,803,162,123 | $473,025,951,992 | decreased by$83,777,210,131 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 345 | 344 | decreased by1 |
| Apr 1, 2022 | Employees | 1,500 | 1,100 | decreased by400 |
| Apr 1, 2022 | Clients | 322 | 345 | increased by23 |
| Apr 1, 2022 | AUM | $495,512,689,615 | $556,803,162,123 | increased by$61,290,472,508 |
| Apr 1, 2022 | Accounts | 310 | 345 | increased by35 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MFS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MFS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.