MFS INSTITUTIONAL ADVISORS INC.
CRD #107144 SEC #801-46433 BOSTON, MA 617-954-5000
SEC Registered Private Funds
Total AUM
$111.8B
Discretionary
$111.8B
Employees
1,331
Clients
--
Accounts
10,260
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $111.8B | $111.8B | $0 | 1,331 | 15 |
| Oct 2025 | $111.8B | $111.8B | $0 | 1,331 | 15 |
| Sep 2025 | $111.8B | $111.8B | $0 | 1,331 | 15 |
| Mar 2025 | $111.8B | $111.8B | $0 | 1,331 | 15 |
| Oct 2024 | $128.5B | $128.5B | $0 | 1,300 | 16 |
| Mar 2024 | $128.5B | $128.5B | $0 | 1,300 | 16 |
| Mar 2023 | $116.8B | $116.8B | $0 | 1,300 | 10 |
| Feb 2023 | $146.4B | $146.4B | $0 | 1,200 | 11 |
| Mar 2022 | $146.4B | $146.4B | $0 | 1,200 | 11 |
| Jan 2022 | $134.3B | $134.3B | $0 | 1,500 | 8 |
| May 2021 | $134.3B | $134.3B | $0 | 1,500 | 8 |
| Apr 2021 | $134.3B | $134.3B | $0 | 1,500 | 8 |
| Mar 2021 | $134.3B | $134.3B | $0 | 1,500 | 8 |
| Jun 2020 | $118.4B | $108B | $10.4B | 1,500 | 8 |
| Apr 2020 | $118.4B | $108B | $10.4B | 1,500 | 8 |
| Mar 2020 | $118.4B | $108B | $10.4B | 1,500 | 8 |
| Mar 2019 | $118.2B | $93.6B | $24.7B | 1,100 | 7 |
| Nov 2018 | $130.8B | $113.1B | $17.8B | 1,100 | 13 |
| Sep 2018 | $130.8B | $113.1B | $17.8B | 1,100 | 13 |
| Mar 2018 | $130.8B | $113.1B | $17.8B | 1,100 | 13 |
| Feb 2018 | $116.3B | $101B | $15.3B | 1,000 | 14 |
| Jan 2018 | $116.3B | $101B | $15.3B | 1,000 | 14 |
| Sep 2017 | $116.3B | $101B | $15.3B | 1,000 | 7,300 |
| Mar 2017 | $116.3B | $101B | $15.3B | 1,000 | 7,300 |
| Jan 2017 | $117.3B | $103.2B | $14.1B | 1,000 | 7,100 |
| Dec 2016 | $117.3B | $103.2B | $14.1B | 1,000 | 7,100 |
| Oct 2016 | $117.3B | $103.2B | $14.1B | 1,000 | 7,100 |
| Jun 2016 | $117.3B | $103.2B | $14.1B | 1,000 | 7,100 |
| Mar 2016 | $117.3B | $103.2B | $14.1B | 1,000 | 7,100 |
| Oct 2015 | $131.5B | $113.4B | $18.1B | 1,000 | 7,100 |
| Jul 2015 | $131.5B | $113.4B | $18.1B | 1,000 | 7,100 |
| Jun 2015 | $131.5B | $113.4B | $18.1B | 1,000 | 7,100 |
| Mar 2015 | $131.5B | $113.4B | $18.1B | 1,000 | 7,100 |
| Nov 2014 | $137.6B | $125B | $12.6B | 1,000 | 7,300 |
| Sep 2014 | $137.6B | $125B | $12.6B | 1,000 | 7,300 |
| Mar 2014 | $137.6B | $125B | $12.6B | 1,000 | 7,300 |
| Nov 2013 | $113.2B | $91.8B | $21.4B | 1,000 | 9,200 |
| Oct 2013 | $113.2B | $91.8B | $21.4B | 1,000 | 9,200 |
| Apr 2013 | $113.2B | $91.8B | $21.4B | 1,000 | 9,200 |
| Mar 2013 | $113.2B | $91.8B | $21.4B | 1,000 | 9,200 |
| Jan 2013 | $65.7B | $65.6B | $112.9M | 1,000 | 7,100 |
| Nov 2012 | $65.7B | $65.6B | $112.9M | 1,000 | 7,100 |
| Oct 2012 | $65.7B | $65.6B | $112.9M | 1,000 | 7,100 |
| Apr 2012 | $65.7B | $65.6B | $112.9M | 51 | 7,100 |
| Mar 2012 | $65.7B | $65.6B | $112.9M | 51 | 7,100 |
| Mar 2012 | $65.7B | $65.6B | $112.9M | 51 | 7,100 |
| Mar 2012 | $65.7B | $65.6B | $112.9M | 51 | 7,100 |
| Nov 2011 | $63.4B | $63.4B | $47.5M | 51 | 8,000 |
| May 2011 | $63.4B | $63.4B | $47.5M | 51 | -- |
| May 2011 | $63.4B | $63.4B | $47.5M | 51 | -- |
| Mar 2011 | $63.4B | $63.4B | $47.5M | 51 | -- |
| Apr 2010 | $51.1B | $50.6B | $455.9M | 51 | -- |
| Mar 2010 | $51.1B | $50.6B | $455.9M | 51 | -- |
| Mar 2009 | $30.7B | $30.1B | $601.6M | 51 | -- |
| Mar 2007 | $66.8B | $66.8B | $0 | 51 | -- |
| Sep 2005 | $14.8B | $14.8B | $0 | 51 | -- |
| Apr 2004 | $16.3B | $16.3B | $0 | 51 | -- |
| Mar 2004 | $16.3B | $16.3B | $0 | 51 | -- |
| Oct 2003 | $10.8B | $10.8B | $0 | -- | -- |
| Mar 2002 | $10.5B | $10.5B | $0 | 51 | -- |
| Jul 2001 | $7.6B | $7.6B | $0 | 51 | -- |
DateDec 2025
Total AUM$111.8B
Discretionary$111.8B
Non-Disc.$0
Employees1,331
Clients15
DateOct 2025
Total AUM$111.8B
Discretionary$111.8B
Non-Disc.$0
Employees1,331
Clients15
DateSep 2025
Total AUM$111.8B
Discretionary$111.8B
Non-Disc.$0
Employees1,331
Clients15
DateMar 2025
Total AUM$111.8B
Discretionary$111.8B
Non-Disc.$0
Employees1,331
Clients15
DateOct 2024
Total AUM$128.5B
Discretionary$128.5B
Non-Disc.$0
Employees1,300
Clients16
DateMar 2024
Total AUM$128.5B
Discretionary$128.5B
Non-Disc.$0
Employees1,300
Clients16
DateMar 2023
Total AUM$116.8B
Discretionary$116.8B
Non-Disc.$0
Employees1,300
Clients10
DateFeb 2023
Total AUM$146.4B
Discretionary$146.4B
Non-Disc.$0
Employees1,200
Clients11
DateMar 2022
Total AUM$146.4B
Discretionary$146.4B
Non-Disc.$0
Employees1,200
Clients11
DateJan 2022
Total AUM$134.3B
Discretionary$134.3B
Non-Disc.$0
Employees1,500
Clients8
DateMay 2021
Total AUM$134.3B
Discretionary$134.3B
Non-Disc.$0
Employees1,500
Clients8
DateApr 2021
Total AUM$134.3B
Discretionary$134.3B
Non-Disc.$0
Employees1,500
Clients8
DateMar 2021
Total AUM$134.3B
Discretionary$134.3B
Non-Disc.$0
Employees1,500
Clients8
DateJun 2020
Total AUM$118.4B
Discretionary$108B
Non-Disc.$10.4B
Employees1,500
Clients8
DateApr 2020
Total AUM$118.4B
Discretionary$108B
Non-Disc.$10.4B
Employees1,500
Clients8
DateMar 2020
Total AUM$118.4B
Discretionary$108B
Non-Disc.$10.4B
Employees1,500
Clients8
DateMar 2019
Total AUM$118.2B
Discretionary$93.6B
Non-Disc.$24.7B
Employees1,100
Clients7
DateNov 2018
Total AUM$130.8B
Discretionary$113.1B
Non-Disc.$17.8B
Employees1,100
Clients13
DateSep 2018
Total AUM$130.8B
Discretionary$113.1B
Non-Disc.$17.8B
Employees1,100
Clients13
DateMar 2018
Total AUM$130.8B
Discretionary$113.1B
Non-Disc.$17.8B
Employees1,100
Clients13
DateFeb 2018
Total AUM$116.3B
Discretionary$101B
Non-Disc.$15.3B
Employees1,000
Clients14
DateJan 2018
Total AUM$116.3B
Discretionary$101B
Non-Disc.$15.3B
Employees1,000
Clients14
DateSep 2017
Total AUM$116.3B
Discretionary$101B
Non-Disc.$15.3B
Employees1,000
Clients7,300
DateMar 2017
Total AUM$116.3B
Discretionary$101B
Non-Disc.$15.3B
Employees1,000
Clients7,300
DateJan 2017
Total AUM$117.3B
Discretionary$103.2B
Non-Disc.$14.1B
Employees1,000
Clients7,100
DateDec 2016
Total AUM$117.3B
Discretionary$103.2B
Non-Disc.$14.1B
Employees1,000
Clients7,100
DateOct 2016
Total AUM$117.3B
Discretionary$103.2B
Non-Disc.$14.1B
Employees1,000
Clients7,100
DateJun 2016
Total AUM$117.3B
Discretionary$103.2B
Non-Disc.$14.1B
Employees1,000
Clients7,100
DateMar 2016
Total AUM$117.3B
Discretionary$103.2B
Non-Disc.$14.1B
Employees1,000
Clients7,100
DateOct 2015
Total AUM$131.5B
Discretionary$113.4B
Non-Disc.$18.1B
Employees1,000
Clients7,100
DateJul 2015
Total AUM$131.5B
Discretionary$113.4B
Non-Disc.$18.1B
Employees1,000
Clients7,100
DateJun 2015
Total AUM$131.5B
Discretionary$113.4B
Non-Disc.$18.1B
Employees1,000
Clients7,100
DateMar 2015
Total AUM$131.5B
Discretionary$113.4B
Non-Disc.$18.1B
Employees1,000
Clients7,100
DateNov 2014
Total AUM$137.6B
Discretionary$125B
Non-Disc.$12.6B
Employees1,000
Clients7,300
DateSep 2014
Total AUM$137.6B
Discretionary$125B
Non-Disc.$12.6B
Employees1,000
Clients7,300
DateMar 2014
Total AUM$137.6B
Discretionary$125B
Non-Disc.$12.6B
Employees1,000
Clients7,300
DateNov 2013
Total AUM$113.2B
Discretionary$91.8B
Non-Disc.$21.4B
Employees1,000
Clients9,200
DateOct 2013
Total AUM$113.2B
Discretionary$91.8B
Non-Disc.$21.4B
Employees1,000
Clients9,200
DateApr 2013
Total AUM$113.2B
Discretionary$91.8B
Non-Disc.$21.4B
Employees1,000
Clients9,200
DateMar 2013
Total AUM$113.2B
Discretionary$91.8B
Non-Disc.$21.4B
Employees1,000
Clients9,200
DateJan 2013
Total AUM$65.7B
Discretionary$65.6B
Non-Disc.$112.9M
Employees1,000
Clients7,100
DateNov 2012
Total AUM$65.7B
Discretionary$65.6B
Non-Disc.$112.9M
Employees1,000
Clients7,100
DateOct 2012
Total AUM$65.7B
Discretionary$65.6B
Non-Disc.$112.9M
Employees1,000
Clients7,100
DateApr 2012
Total AUM$65.7B
Discretionary$65.6B
Non-Disc.$112.9M
Employees51
Clients7,100
DateMar 2012
Total AUM$65.7B
Discretionary$65.6B
Non-Disc.$112.9M
Employees51
Clients7,100
DateMar 2012
Total AUM$65.7B
Discretionary$65.6B
Non-Disc.$112.9M
Employees51
Clients7,100
DateMar 2012
Total AUM$65.7B
Discretionary$65.6B
Non-Disc.$112.9M
Employees51
Clients7,100
DateNov 2011
Total AUM$63.4B
Discretionary$63.4B
Non-Disc.$47.5M
Employees51
Clients8,000
DateMay 2011
Total AUM$63.4B
Discretionary$63.4B
Non-Disc.$47.5M
Employees51
Clients--
DateMay 2011
Total AUM$63.4B
Discretionary$63.4B
Non-Disc.$47.5M
Employees51
Clients--
DateMar 2011
Total AUM$63.4B
Discretionary$63.4B
Non-Disc.$47.5M
Employees51
Clients--
DateApr 2010
Total AUM$51.1B
Discretionary$50.6B
Non-Disc.$455.9M
Employees51
Clients--
DateMar 2010
Total AUM$51.1B
Discretionary$50.6B
Non-Disc.$455.9M
Employees51
Clients--
DateMar 2009
Total AUM$30.7B
Discretionary$30.1B
Non-Disc.$601.6M
Employees51
Clients--
DateMar 2007
Total AUM$66.8B
Discretionary$66.8B
Non-Disc.$0
Employees51
Clients--
DateSep 2005
Total AUM$14.8B
Discretionary$14.8B
Non-Disc.$0
Employees51
Clients--
DateApr 2004
Total AUM$16.3B
Discretionary$16.3B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$16.3B
Discretionary$16.3B
Non-Disc.$0
Employees51
Clients--
DateOct 2003
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees51
Clients--
DateJul 2001
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees51
Clients--