MASSACHUSETTS FINANCIAL SERVICES COMPANY
Legal name: MFS INVESTMENT MANAGEMENT
CRD #110045 SEC #801-17352 BOSTON, MA 617-954-5000
SEC Registered Private Funds Disclosures
Total AUM
$473B
Discretionary
$445.9B
Employees
1,271
Clients
--
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $473B | $445.9B | $27.1B | 1,271 | 0 |
| Mar 2025 | $473B | $445.9B | $27.1B | 1,271 | 0 |
| Jan 2025 | $454.3B | $432.2B | $22.1B | 1,300 | 0 |
| Oct 2024 | $454.3B | $432.2B | $22.1B | 1,300 | 0 |
| Jul 2024 | $454.3B | $432.2B | $22.1B | 1,300 | 0 |
| Mar 2024 | $454.3B | $432.2B | $22.1B | 1,300 | 0 |
| Sep 2023 | $417.4B | $400.7B | $16.7B | 1,200 | 0 |
| Aug 2023 | $417.4B | $400.7B | $16.7B | 1,200 | 0 |
| Mar 2023 | $417.4B | $400.7B | $16.7B | 1,200 | 0 |
| Feb 2023 | $556.8B | $541.3B | $15.5B | 1,100 | 0 |
| May 2022 | $556.8B | $541.3B | $15.5B | 1,100 | 0 |
| Mar 2022 | $556.8B | $541.3B | $15.5B | 1,100 | 0 |
| Jan 2022 | $495.5B | $485.1B | $10.4B | 1,500 | 0 |
| Jul 2021 | $495.5B | $485.1B | $10.4B | 1,500 | 0 |
| May 2021 | $495.5B | $485.1B | $10.4B | 1,500 | 0 |
| May 2021 | $495.5B | $485.1B | $10.4B | 1,500 | 0 |
| Mar 2021 | $495.5B | $485.1B | $10.4B | 1,500 | 0 |
| Jan 2021 | $414.9B | $414.5B | $424.9M | 1,500 | 0 |
| Apr 2020 | $414.9B | $414.5B | $424.9M | 1,500 | 0 |
| Mar 2020 | $414.9B | $414.5B | $424.9M | 1,500 | 0 |
| Feb 2020 | $332.7B | $332.7B | $0 | 1,100 | 0 |
| Jun 2019 | $332.7B | $332.7B | $0 | 1,100 | 0 |
| Mar 2019 | $332.7B | $332.7B | $0 | 1,100 | 0 |
| Jan 2019 | $377.9B | $377.9B | $0 | 1,100 | 0 |
| Sep 2018 | $377.9B | $377.9B | $0 | 1,100 | 0 |
| Mar 2018 | $377.9B | $377.9B | $0 | 1,100 | 0 |
| Jan 2018 | $303.2B | $303.2B | $0 | 1,000 | 0 |
| Sep 2017 | $303.2B | $303.2B | $0 | 1,000 | 300 |
| Jun 2017 | $303.2B | $303.2B | $0 | 1,000 | 300 |
| May 2017 | $303.2B | $303.2B | $0 | 1,000 | 300 |
| Mar 2017 | $303.2B | $303.2B | $0 | 1,000 | 300 |
| Jan 2017 | $289.9B | $289.9B | $0 | 1,000 | 300 |
| Jan 2017 | $289.9B | $289.9B | $0 | 1,000 | 300 |
| Dec 2016 | $289.9B | $289.9B | $0 | 1,000 | 300 |
| Jun 2016 | $289.9B | $289.9B | $0 | 1,000 | 300 |
| Mar 2016 | $289.9B | $289.9B | $0 | 1,000 | 300 |
| Oct 2015 | $293.8B | $293.8B | $0 | 1,000 | 400 |
| Jul 2015 | $293.8B | $293.8B | $0 | 1,000 | 400 |
| Jun 2015 | $293.8B | $293.8B | $0 | 1,000 | 400 |
| Mar 2015 | $293.8B | $293.8B | $0 | 1,000 | 400 |
| Jan 2015 | $269.5B | $269.5B | $0 | 1,000 | 300 |
| Nov 2014 | $269.5B | $269.5B | $0 | 1,000 | 300 |
| Sep 2014 | $269.5B | $269.5B | $0 | 1,000 | 300 |
| Mar 2014 | $269.5B | $269.5B | $0 | 1,000 | 300 |
| Nov 2013 | $205.5B | $205.5B | $0 | 1,000 | 300 |
| Oct 2013 | $205.5B | $205.5B | $0 | 1,000 | 300 |
| Apr 2013 | $205.5B | $205.5B | $0 | 1,000 | 300 |
| Mar 2013 | $205.5B | $205.5B | $0 | 1,000 | 300 |
| Jan 2013 | $156.6B | $156.6B | $0 | 1,000 | 200 |
| Nov 2012 | $156.6B | $156.6B | $0 | 1,000 | 200 |
| Oct 2012 | $156.6B | $156.6B | $0 | 1,000 | 200 |
| Sep 2012 | $156.6B | $156.6B | $0 | 501 | 200 |
| Aug 2012 | $156.6B | $156.6B | $0 | 501 | 200 |
| Jun 2012 | $156.6B | $156.6B | $0 | 501 | 200 |
| Mar 2012 | $156.6B | $156.6B | $0 | 501 | 200 |
| Mar 2012 | $156.6B | $156.6B | $0 | 501 | 200 |
| Mar 2012 | $156.6B | $156.6B | $0 | 501 | 200 |
| Nov 2011 | $155.1B | $155.1B | $0 | 501 | 259 |
| May 2011 | $155B | $155B | $0 | 501 | -- |
| May 2011 | $155B | $155B | $0 | 501 | -- |
| Mar 2011 | $155B | $155B | $0 | 501 | -- |
| Dec 2010 | $132B | $132B | $0 | 501 | -- |
| Jul 2010 | $132B | $132B | $0 | 501 | -- |
| Jul 2010 | $132B | $132B | $0 | 501 | -- |
| Mar 2010 | $132B | $132B | $0 | 501 | -- |
| Jan 2010 | $97.1B | $97.1B | $0 | 501 | -- |
| Apr 2009 | $97.1B | $97.1B | $0 | 501 | -- |
| Mar 2009 | $97.1B | $97.1B | $0 | 501 | -- |
| Mar 2007 | $121B | $121B | $0 | 51 | -- |
| Dec 2006 | $141B | $141B | $0 | 51 | -- |
| Sep 2005 | $132B | $132B | $0 | -- | -- |
| Apr 2004 | $124B | $124B | $0 | -- | -- |
| Mar 2004 | $124B | $124B | $0 | -- | -- |
| Oct 2003 | $102B | $102B | $8M | -- | -- |
| Mar 2002 | $127B | $127B | $9M | 501 | -- |
DateOct 2025
Total AUM$473B
Discretionary$445.9B
Non-Disc.$27.1B
Employees1,271
Clients0
DateMar 2025
Total AUM$473B
Discretionary$445.9B
Non-Disc.$27.1B
Employees1,271
Clients0
DateJan 2025
Total AUM$454.3B
Discretionary$432.2B
Non-Disc.$22.1B
Employees1,300
Clients0
DateOct 2024
Total AUM$454.3B
Discretionary$432.2B
Non-Disc.$22.1B
Employees1,300
Clients0
DateJul 2024
Total AUM$454.3B
Discretionary$432.2B
Non-Disc.$22.1B
Employees1,300
Clients0
DateMar 2024
Total AUM$454.3B
Discretionary$432.2B
Non-Disc.$22.1B
Employees1,300
Clients0
DateSep 2023
Total AUM$417.4B
Discretionary$400.7B
Non-Disc.$16.7B
Employees1,200
Clients0
DateAug 2023
Total AUM$417.4B
Discretionary$400.7B
Non-Disc.$16.7B
Employees1,200
Clients0
DateMar 2023
Total AUM$417.4B
Discretionary$400.7B
Non-Disc.$16.7B
Employees1,200
Clients0
DateFeb 2023
Total AUM$556.8B
Discretionary$541.3B
Non-Disc.$15.5B
Employees1,100
Clients0
DateMay 2022
Total AUM$556.8B
Discretionary$541.3B
Non-Disc.$15.5B
Employees1,100
Clients0
DateMar 2022
Total AUM$556.8B
Discretionary$541.3B
Non-Disc.$15.5B
Employees1,100
Clients0
DateJan 2022
Total AUM$495.5B
Discretionary$485.1B
Non-Disc.$10.4B
Employees1,500
Clients0
DateJul 2021
Total AUM$495.5B
Discretionary$485.1B
Non-Disc.$10.4B
Employees1,500
Clients0
DateMay 2021
Total AUM$495.5B
Discretionary$485.1B
Non-Disc.$10.4B
Employees1,500
Clients0
DateMay 2021
Total AUM$495.5B
Discretionary$485.1B
Non-Disc.$10.4B
Employees1,500
Clients0
DateMar 2021
Total AUM$495.5B
Discretionary$485.1B
Non-Disc.$10.4B
Employees1,500
Clients0
DateJan 2021
Total AUM$414.9B
Discretionary$414.5B
Non-Disc.$424.9M
Employees1,500
Clients0
DateApr 2020
Total AUM$414.9B
Discretionary$414.5B
Non-Disc.$424.9M
Employees1,500
Clients0
DateMar 2020
Total AUM$414.9B
Discretionary$414.5B
Non-Disc.$424.9M
Employees1,500
Clients0
DateFeb 2020
Total AUM$332.7B
Discretionary$332.7B
Non-Disc.$0
Employees1,100
Clients0
DateJun 2019
Total AUM$332.7B
Discretionary$332.7B
Non-Disc.$0
Employees1,100
Clients0
DateMar 2019
Total AUM$332.7B
Discretionary$332.7B
Non-Disc.$0
Employees1,100
Clients0
DateJan 2019
Total AUM$377.9B
Discretionary$377.9B
Non-Disc.$0
Employees1,100
Clients0
DateSep 2018
Total AUM$377.9B
Discretionary$377.9B
Non-Disc.$0
Employees1,100
Clients0
DateMar 2018
Total AUM$377.9B
Discretionary$377.9B
Non-Disc.$0
Employees1,100
Clients0
DateJan 2018
Total AUM$303.2B
Discretionary$303.2B
Non-Disc.$0
Employees1,000
Clients0
DateSep 2017
Total AUM$303.2B
Discretionary$303.2B
Non-Disc.$0
Employees1,000
Clients300
DateJun 2017
Total AUM$303.2B
Discretionary$303.2B
Non-Disc.$0
Employees1,000
Clients300
DateMay 2017
Total AUM$303.2B
Discretionary$303.2B
Non-Disc.$0
Employees1,000
Clients300
DateMar 2017
Total AUM$303.2B
Discretionary$303.2B
Non-Disc.$0
Employees1,000
Clients300
DateJan 2017
Total AUM$289.9B
Discretionary$289.9B
Non-Disc.$0
Employees1,000
Clients300
DateJan 2017
Total AUM$289.9B
Discretionary$289.9B
Non-Disc.$0
Employees1,000
Clients300
DateDec 2016
Total AUM$289.9B
Discretionary$289.9B
Non-Disc.$0
Employees1,000
Clients300
DateJun 2016
Total AUM$289.9B
Discretionary$289.9B
Non-Disc.$0
Employees1,000
Clients300
DateMar 2016
Total AUM$289.9B
Discretionary$289.9B
Non-Disc.$0
Employees1,000
Clients300
DateOct 2015
Total AUM$293.8B
Discretionary$293.8B
Non-Disc.$0
Employees1,000
Clients400
DateJul 2015
Total AUM$293.8B
Discretionary$293.8B
Non-Disc.$0
Employees1,000
Clients400
DateJun 2015
Total AUM$293.8B
Discretionary$293.8B
Non-Disc.$0
Employees1,000
Clients400
DateMar 2015
Total AUM$293.8B
Discretionary$293.8B
Non-Disc.$0
Employees1,000
Clients400
DateJan 2015
Total AUM$269.5B
Discretionary$269.5B
Non-Disc.$0
Employees1,000
Clients300
DateNov 2014
Total AUM$269.5B
Discretionary$269.5B
Non-Disc.$0
Employees1,000
Clients300
DateSep 2014
Total AUM$269.5B
Discretionary$269.5B
Non-Disc.$0
Employees1,000
Clients300
DateMar 2014
Total AUM$269.5B
Discretionary$269.5B
Non-Disc.$0
Employees1,000
Clients300
DateNov 2013
Total AUM$205.5B
Discretionary$205.5B
Non-Disc.$0
Employees1,000
Clients300
DateOct 2013
Total AUM$205.5B
Discretionary$205.5B
Non-Disc.$0
Employees1,000
Clients300
DateApr 2013
Total AUM$205.5B
Discretionary$205.5B
Non-Disc.$0
Employees1,000
Clients300
DateMar 2013
Total AUM$205.5B
Discretionary$205.5B
Non-Disc.$0
Employees1,000
Clients300
DateJan 2013
Total AUM$156.6B
Discretionary$156.6B
Non-Disc.$0
Employees1,000
Clients200
DateNov 2012
Total AUM$156.6B
Discretionary$156.6B
Non-Disc.$0
Employees1,000
Clients200
DateOct 2012
Total AUM$156.6B
Discretionary$156.6B
Non-Disc.$0
Employees1,000
Clients200
DateSep 2012
Total AUM$156.6B
Discretionary$156.6B
Non-Disc.$0
Employees501
Clients200
DateAug 2012
Total AUM$156.6B
Discretionary$156.6B
Non-Disc.$0
Employees501
Clients200
DateJun 2012
Total AUM$156.6B
Discretionary$156.6B
Non-Disc.$0
Employees501
Clients200
DateMar 2012
Total AUM$156.6B
Discretionary$156.6B
Non-Disc.$0
Employees501
Clients200
DateMar 2012
Total AUM$156.6B
Discretionary$156.6B
Non-Disc.$0
Employees501
Clients200
DateMar 2012
Total AUM$156.6B
Discretionary$156.6B
Non-Disc.$0
Employees501
Clients200
DateNov 2011
Total AUM$155.1B
Discretionary$155.1B
Non-Disc.$0
Employees501
Clients259
DateMay 2011
Total AUM$155B
Discretionary$155B
Non-Disc.$0
Employees501
Clients--
DateMay 2011
Total AUM$155B
Discretionary$155B
Non-Disc.$0
Employees501
Clients--
DateMar 2011
Total AUM$155B
Discretionary$155B
Non-Disc.$0
Employees501
Clients--
DateDec 2010
Total AUM$132B
Discretionary$132B
Non-Disc.$0
Employees501
Clients--
DateJul 2010
Total AUM$132B
Discretionary$132B
Non-Disc.$0
Employees501
Clients--
DateJul 2010
Total AUM$132B
Discretionary$132B
Non-Disc.$0
Employees501
Clients--
DateMar 2010
Total AUM$132B
Discretionary$132B
Non-Disc.$0
Employees501
Clients--
DateJan 2010
Total AUM$97.1B
Discretionary$97.1B
Non-Disc.$0
Employees501
Clients--
DateApr 2009
Total AUM$97.1B
Discretionary$97.1B
Non-Disc.$0
Employees501
Clients--
DateMar 2009
Total AUM$97.1B
Discretionary$97.1B
Non-Disc.$0
Employees501
Clients--
DateMar 2007
Total AUM$121B
Discretionary$121B
Non-Disc.$0
Employees51
Clients--
DateDec 2006
Total AUM$141B
Discretionary$141B
Non-Disc.$0
Employees51
Clients--
DateSep 2005
Total AUM$132B
Discretionary$132B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$124B
Discretionary$124B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$124B
Discretionary$124B
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$102B
Discretionary$102B
Non-Disc.$8M
Employees--
Clients--
DateMar 2002
Total AUM$127B
Discretionary$127B
Non-Disc.$9M
Employees501
Clients--