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← MFS Investment Management, latest filing

What MFS Investment Management changed, 2013 to 2026

53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.

Reported book

$315bn

$148bn at Q2 2013

Positions

1,005

803 at Q2 2013

Top ten weight

23%

19% at Q2 2013

Typical quarterly turnover

about 5%

Estimated from share changes

Reported book by quarter
$0$183bn$365bnQ2 2013: $148bnQ3 2013: $161bnQ4 2013: $178bnQ1 2014: $183bn14Q2 2014: $191bnQ3 2014: $189bnQ4 2014: $197bnQ1 2015: $198bn15Q2 2015: $197bnQ3 2015: $179bnQ4 2015: $187bnQ1 2016: $192bn16Q2 2016: $199bnQ3 2016: $205bnQ4 2016: $204bnQ1 2017: $214bn17Q2 2017: $225bnQ3 2017: $230bnQ4 2017: $239bnQ1 2018: $233bn18Q2 2018: $233bnQ3 2018: $243bnQ4 2018: $208bnQ1 2019: $237bn19Q2 2019: $245bnQ3 2019: $249bnQ4 2019: $266bnQ1 2020: $210bn20Q2 2020: $254bnQ3 2020: $276bnQ4 2020: $311bnQ1 2021: $325bn21Q2 2021: $343bnQ3 2021: $342bnQ4 2021: $365bnQ1 2022: $337bn22Q2 2022: $290bnQ3 2022: $267bnQ4 2022: $286bnQ1 2023: $292bn23Q2 2023: $305bnQ3 2023: $286bnQ4 2023: $310bnQ1 2024: $335bn24Q2 2024: $325bnQ3 2024: $335bnQ4 2024: $317bnQ1 2025: $301bn25Q2 2025: $315bnQ3 2025: $323bnQ4 2025: $310bnQ1 2026: $298bn26Q2 2026: $315bn
  • Q2 2013: $148bn
  • Q3 2013: $161bn
  • Q4 2013: $178bn
  • Q1 2014: $183bn
  • Q2 2014: $191bn
  • Q3 2014: $189bn
  • Q4 2014: $197bn
  • Q1 2015: $198bn
  • Q2 2015: $197bn
  • Q3 2015: $179bn
  • Q4 2015: $187bn
  • Q1 2016: $192bn
  • Q2 2016: $199bn
  • Q3 2016: $205bn
  • Q4 2016: $204bn
  • Q1 2017: $214bn
  • Q2 2017: $225bn
  • Q3 2017: $230bn
  • Q4 2017: $239bn
  • Q1 2018: $233bn
  • Q2 2018: $233bn
  • Q3 2018: $243bn
  • Q4 2018: $208bn
  • Q1 2019: $237bn
  • Q2 2019: $245bn
  • Q3 2019: $249bn
  • Q4 2019: $266bn
  • Q1 2020: $210bn
  • Q2 2020: $254bn
  • Q3 2020: $276bn
  • Q4 2020: $311bn
  • Q1 2021: $325bn
  • Q2 2021: $343bn
  • Q3 2021: $342bn
  • Q4 2021: $365bn
  • Q1 2022: $337bn
  • Q2 2022: $290bn
  • Q3 2022: $267bn
  • Q4 2022: $286bn
  • Q1 2023: $292bn
  • Q2 2023: $305bn
  • Q3 2023: $286bn
  • Q4 2023: $310bn
  • Q1 2024: $335bn
  • Q2 2024: $325bn
  • Q3 2024: $335bn
  • Q4 2024: $317bn
  • Q1 2025: $301bn
  • Q2 2025: $315bn
  • Q3 2025: $323bn
  • Q4 2025: $310bn
  • Q1 2026: $298bn
  • Q2 2026: $315bn
Share of the book in the ten largest positions
0%12%23%Q2 2013: 19%Q3 2013: 20%Q4 2013: 20%Q1 2014: 20%14Q2 2014: 19%Q3 2014: 20%Q4 2014: 20%Q1 2015: 20%15Q2 2015: 20%Q3 2015: 19%Q4 2015: 19%Q1 2016: 19%16Q2 2016: 19%Q3 2016: 19%Q4 2016: 18%Q1 2017: 18%17Q2 2017: 18%Q3 2017: 18%Q4 2017: 19%Q1 2018: 18%18Q2 2018: 18%Q3 2018: 19%Q4 2018: 19%Q1 2019: 19%19Q2 2019: 19%Q3 2019: 19%Q4 2019: 19%Q1 2020: 20%20Q2 2020: 20%Q3 2020: 20%Q4 2020: 19%Q1 2021: 19%21Q2 2021: 19%Q3 2021: 19%Q4 2021: 19%Q1 2022: 19%22Q2 2022: 18%Q3 2022: 18%Q4 2022: 17%Q1 2023: 19%23Q2 2023: 19%Q3 2023: 19%Q4 2023: 19%Q1 2024: 20%24Q2 2024: 22%Q3 2024: 20%Q4 2024: 21%Q1 2025: 19%25Q2 2025: 20%Q3 2025: 22%Q4 2025: 21%Q1 2026: 21%26Q2 2026: 23%
  • Q2 2013: 19%
  • Q3 2013: 20%
  • Q4 2013: 20%
  • Q1 2014: 20%
  • Q2 2014: 19%
  • Q3 2014: 20%
  • Q4 2014: 20%
  • Q1 2015: 20%
  • Q2 2015: 20%
  • Q3 2015: 19%
  • Q4 2015: 19%
  • Q1 2016: 19%
  • Q2 2016: 19%
  • Q3 2016: 19%
  • Q4 2016: 18%
  • Q1 2017: 18%
  • Q2 2017: 18%
  • Q3 2017: 18%
  • Q4 2017: 19%
  • Q1 2018: 18%
  • Q2 2018: 18%
  • Q3 2018: 19%
  • Q4 2018: 19%
  • Q1 2019: 19%
  • Q2 2019: 19%
  • Q3 2019: 19%
  • Q4 2019: 19%
  • Q1 2020: 20%
  • Q2 2020: 20%
  • Q3 2020: 20%
  • Q4 2020: 19%
  • Q1 2021: 19%
  • Q2 2021: 19%
  • Q3 2021: 19%
  • Q4 2021: 19%
  • Q1 2022: 19%
  • Q2 2022: 18%
  • Q3 2022: 18%
  • Q4 2022: 17%
  • Q1 2023: 19%
  • Q2 2023: 19%
  • Q3 2023: 19%
  • Q4 2023: 19%
  • Q1 2024: 20%
  • Q2 2024: 22%
  • Q3 2024: 20%
  • Q4 2024: 21%
  • Q1 2025: 19%
  • Q2 2025: 20%
  • Q3 2025: 22%
  • Q4 2025: 21%
  • Q1 2026: 21%
  • Q2 2026: 23%

The positions that defined it

Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.

PositionValue over timeFirst listedLargestQ2 2026
Nvidia Corp(NVDA)Q2 2015$13.7bnQ2 2026$13.7bn
Alphabet Inc(GOOGL)Capital Stock Class AQ4 2015$10.5bnQ2 2026$10.5bn
Apple Inc(AAPL)Q2 2013$8.9bnQ2 2026$8.9bn
Amazon Com Inc(AMZN)Q2 2013$8.8bnQ2 2026$8.8bn
Microsoft Corp(MSFT)Q2 2013$16.8bnQ2 2024$8.8bn
Broadcom Inc(AVGO)Q2 2018$5.5bnQ2 2026$5.5bn
Taiwan Semiconductor MFG LTD(TSM)Sponsored ADSQ1 2019$4.7bnQ2 2026$4.7bn
Kla-tencor Corp(KLAC)Q4 2021$4.5bnQ2 2026$4.5bn
JPMorgan Chase & Co(JPM)Q2 2013$5.8bnQ1 2024$4.0bn
Linde PLC(LIN)Q1 2023$5.0bnQ1 2024$3.3bn
UBS Group AG(UBS)Q2 2017$3.2bnQ2 2026$3.2bn
Cigna Corp New(CI)Q4 2018$4.0bnQ1 2024$2.9bn
Honeywell Intl Inc(HON)Q2 2013$5.0bnQ4 2020Soldlast listed Q1 2026
Aon PLCShares Class AQ2 2013$4.4bnQ4 2019Soldlast listed Q1 2020
Disney Walt Co(DIS)Common DisneyQ2 2013$4.3bnQ2 2014Below the listed rangelast listed Q3 2020
United Technologies CorpQ2 2013$4.2bnQ4 2014Soldlast listed Q1 2020
Linde PLCQ2 2019$4.2bnQ4 2021Soldlast listed Q4 2022
Honeywell Intl IncExdistributionQ3 2018$4.2bnQ3 2018Soldlast listed Q3 2018
Time Warner IncQ2 2013$3.8bnQ2 2015Soldlast listed Q1 2018
Oracle Corp(ORCL)Q2 2013$3.5bnQ1 2014Soldlast listed Q1 2026

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q1Q2Q3Q4
2013Q2Q3Q4

Q3 2014: $189bn across 876 positions

Against Q2 2014: 60 new, 341 added to, 471 trimmed, 72 sold out, across all 876 positions.

Turnover about 5% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • Texas Instrs Inc (TXN)+$537m
  • Time Warner Inc+$358m
  • Merck & Co Inc New (MRK)+$246m
  • Broadcom Corp+$239m
  • eBay Inc (EBAY)+$237m
  • Sigma Aldrich Corp+$231m
  • Mckesson Corp (MCK)+$228m
  • Abbott Labs (ABT)+$217m

Largest reductions

  • Oracle Corp (ORCL)-$280m
  • Covidien PLC-$268m
  • Exxon Mobil Corp (XOM)-$237m
  • General MTRS Co (GM)-$234m
  • Bank New York Mellon Corp (BNY)-$221m
  • ST Jude Med Inc-$208m
  • Disney Walt Co (DIS)-$207m
  • Qualcomm Inc (QCOM)-$207m

Opened

Nothing new among the largest positions.

Sold out

  • Perrigo Co PLC (PRGO)was $117m
  • B/e Aerospace Incwas $91m
  • Icici BK LTD (IBN)was $48m
  • Retailmenot Incwas $48m
  • Linear Technology Corpwas $47m
  • Ulta Salon Cosmetcs & Frag I (ULTA)was $47m
  • Annies Incwas $40m
  • Proto Labs Inc (PRLB)was $38m

Largest positions, Q3 2014

The largest 25 of 876 reported positions; the largest 500 carry 98.5% of the reported value.

PositionValueWeightOn the quarter
Accenture PLC Ireland (ACN)$4.5bn2.4%Added
Disney Walt Co (DIS)$4.1bn2.2%Trimmed
United Technologies Corp$4.0bn2.1%Added
Honeywell Intl Inc (HON)$3.7bn2.0%Trimmed
Thermo Fisher Scientific Inc (TMO)$3.7bn2.0%Trimmed
JPMorgan Chase & Co (JPM)$3.7bn2.0%Trimmed
Canadian Natl Ry Co (CNI)$3.6bn1.9%Trimmed
Johnson & Johnson (JNJ)$3.4bn1.8%Trimmed
Time Warner Inc$3.3bn1.8%Added
Oracle Corp (ORCL)$3.1bn1.6%Trimmed
Visa Inc (V)$3.0bn1.6%Added
Wells Fargo & Co New (WFC)$2.8bn1.5%Trimmed
3M Co (MMM)$2.8bn1.5%Trimmed
Philip Morris Intl Inc (PM)$2.7bn1.4%Trimmed
United Parcel Service Inc (UPS)$2.6bn1.4%Trimmed
Goldman Sachs Group Inc (GS)$2.4bn1.3%Trimmed
Pfizer Inc (PFE)$2.4bn1.2%Trimmed
Bank New York Mellon Corp (BNY)$2.3bn1.2%Trimmed
Danaher Corp Del (DHR)$2.1bn1.1%Added
CVS Caremark Corporation (CVS)$2.1bn1.1%Trimmed
State STR Corp (STT)$2.0bn1.1%Trimmed
Franklin Res Inc (BEN)$2.0bn1.1%Added
Medtronic Inc$2.0bn1.0%Trimmed
Exxon Mobil Corp (XOM)$1.9bn1.0%Trimmed
McDonald's Corp (MCD)$1.8bn1.0%Added

The books most like this one

Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.

ManagerOverlapStocks in bothOverlap over time
Wellington Management Group LLPat least 47%247Compare
T. Rowe Price Associates Incat least 46%263Compare
Fidelity (FMR LLC)at least 44%239Compare
Capital Research Global Investorsat least 42%203Compare
Invesco Ltdat least 42%278Compare
Neuberger Berman Group LLCat least 42%212Compare
Janus Henderson Group Ltdat least 42%198Compare
AllianceBernstein LPat least 39%221Compare

“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.

The filings behind it

Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.

QuarterFilerBookAmendedFiling
Q2 2026MFS Investment Management$315bn13F-HR
Q1 2026MFS Investment Management$298bn13F-HR
Q4 2025MFS Investment Management$310bn13F-HR
Q3 2025MFS Investment Management$323bn13F-HR
Q2 2025MFS Investment Management$315bn13F-HR
Q1 2025MFS Investment Management$301bn13F-HR
Q4 2024MFS Investment Management$317bn13F-HR
Q3 2024MFS Investment Management$335bn13F-HR
Q2 2024MFS Investment Management$325bn13F-HR
Q1 2024MFS Investment Management$335bn13F-HR
Q4 2023MFS Investment Management$310bn13F-HR
Q3 2023MFS Investment Management$286bn13F-HR
Q2 2023MFS Investment Management$305bn13F-HR
Q1 2023MFS Investment Management$292bn13F-HR
Q4 2022MFS Investment Management$286bn13F-HR
Q3 2022MFS Investment Management$267bn13F-HR
Q2 2022MFS Investment Management$290bn13F-HR
Q1 2022MFS Investment Management$337bn13F-HR
Q4 2021MFS Investment Management$365bn13F-HR
Q3 2021MFS Investment Management$342bn13F-HR
Q2 2021MFS Investment Management$343bn13F-HR
Q1 2021MFS Investment Management$325bn13F-HR
Q4 2020MFS Investment Management$311bn13F-HR
Q3 2020MFS Investment Management$276bn13F-HR
Q2 2020MFS Investment Management$254bn13F-HR
Q1 2020MFS Investment Management$210bn13F-HR
Q4 2019MFS Investment Management$266bn13F-HR
Q3 2019MFS Investment Management$249bn13F-HR
Q2 2019MFS Investment Management$245bn13F-HR
Q1 2019MFS Investment Management$237bn13F-HR
Q4 2018MFS Investment Management$208bn13F-HR
Q3 2018MFS Investment Management$243bn13F-HR
Q2 2018MFS Investment Management$233bn13F-HR
Q1 2018MFS Investment Management$233bn13F-HR
Q4 2017MFS Investment Management$239bn13F-HR
Q3 2017MFS Investment Management$230bn13F-HR
Q2 2017MFS Investment Management$225bn13F-HR
Q1 2017MFS Investment Management$214bn13F-HR
Q4 2016MFS Investment Management$204bn13F-HR
Q3 2016MFS Investment Management$205bn13F-HR
Q2 2016MFS Investment Management$199bn13F-HR
Q1 2016MFS Investment Management$192bn13F-HR
Q4 2015MFS Investment Management$187bn13F-HR
Q3 2015MFS Investment Management$179bn13F-HR
Q2 2015MFS Investment Management$197bn13F-HR
Q1 2015MFS Investment Management$198bn13F-HR
Q4 2014MFS Investment Management$197bn13F-HR
Q3 2014MFS Investment Management$189bn13F-HR
Q2 2014MFS Investment Management$191bn13F-HR
Q1 2014MFS Investment Management$183bn13F-HR
Q4 2013MFS Investment Management$178bn13F-HR
Q3 2013MFS Investment Management$161bn13F-HR
Q2 2013MFS Investment Management$148bn13F-HR

Reading this record

A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.

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