MASSACHUSETTS FINANCIAL SERVICES CO /MA/
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 310,120,832
- Description
- Boston Massachusetts based research driven debt allocator with a manager led governance framework and a governance centered and selective investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and cross border allocation discipline for risk aware fixed income allocations. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through capital preservation orientation and allocation selectivity.
- Website
- https://www.mfs.com/
- Founded
- 1924
- Chairman
- —
- CEO
- Ted Maloney
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 917 | 310,120,832 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q3 2025 | 10/29/2025 | 857 | 322,797,408 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q2 2025 | 8/8/2025 | 884 | 315,084,349 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q1 2025 | 5/2/2025 | 880 | 300,806,702 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q4 2024 | 2/12/2025 | 875 | 316,871,958 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q3 2024 | 11/12/2024 | 846 | 334,822,180 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q2 2024 | 8/9/2024 | 860 | 325,320,509 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q1 2024 | 5/14/2024 | 840 | 334,729,515 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q4 2023 | 2/8/2024 | 834 | 309,643,885 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q3 2023 | 11/8/2023 | 836 | 285,587,905 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q2 2023 | 8/9/2023 | 822 | 304,587,799 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q1 2023 | 5/10/2023 | 840 | 292,187,695 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q4 2022 | 2/13/2023 | 847 | 286,466,658 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q3 2022 | 11/9/2022 | 850 | 267,481,849 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q2 2022 | 8/9/2022 | 848 | 290,061,130 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q1 2022 | 5/11/2022 | 857 | 337,421,667 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q4 2021 | 2/10/2022 | 884 | 365,253,327 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q3 2021 | 11/10/2021 | 903 | 341,817,477 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q2 2021 | 8/13/2021 | 902 | 343,262,506 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q1 2021 | 5/13/2021 | 909 | 325,259,056 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q4 2020 | 5/12/2021 | 878 | 311,499,372 | 13F-HR/A - RESTATEMENT | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q4 2020 | 2/12/2021 | 878 | 311,472,732 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q3 2020 | 11/12/2020 | 867 | 276,038,798 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q2 2020 | 11/20/2020 | 791 | 253,583,416 | 13F-HR/A - RESTATEMENT | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q2 2020 | 8/11/2020 | 791 | 253,408,822 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q1 2020 | 11/20/2020 | 799 | 209,763,133 | 13F-HR/A - RESTATEMENT | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q1 2020 | 5/14/2020 | 799 | 209,607,988 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q4 2019 | 11/25/2020 | 802 | 266,061,269 | 13F-HR/A - RESTATEMENT | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q4 2019 | 2/13/2020 | 802 | 265,850,567 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q3 2019 | 11/20/2020 | 822 | 249,093,632 | 13F-HR/A - RESTATEMENT | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q1 2014 | 5/13/2014 | 862 | 182,889,007 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
| Q4 2013 | 2/12/2014 | 829 | 178,329,859 | 13F-HR | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
220.6 K
(0.1% of total reported value)
· QoQ Δ:
+185.2 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 308.6 M | 99.6% | 0 | 12.73 M | -12.73 M |
| ETFs | 58.87 K | 0.0% | 33.31 K | 0 | 33.31 K |
| Debt | 4.585 K | 0.0% | 73 | 0 | 73 |
| Other | 1.266 M | 0.4% | 0 | 161 K | -161 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
310,120,832
Holdings
917
QoQ value change ($000)
-12,676,576
(-3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.