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MFS INVESTMENT MANAGEMENT
MASSACHUSETTS FINANCIAL SERVICES COMPANY
CRD 110045 · SEC 801-17352
111 HUNTINGTON AVENUE, BOSTON, MA, 02199-7618, United States
Phone
617-954-5000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$514.05B
Discretionary AUM
$476.82B
Team
1244 total employees; 327 advisory reps
Clients
—
Fees
Percentage of AUM; TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 187 | $436.50B |
| Pooled investment vehicles | 115 | $70.81B |
| Pension/profit sharing plans | 18 | $3.29B |
| Charitable organizations | 1 | $51.1M |
| State/municipal entities | 2 | $704.8M |
| Insurance companies | 2 | $86.5M |
| Sovereign wealth funds | 4 | $2.46B |
| Corporations/business entities | 26 | $142.7M |
All web addresses on file
Official SEC filing: View on IAPD