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
- 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
- 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.
| Position | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Nvidia Corp(NVDA) | Q2 2015 | $13.7bnQ2 2026 | $13.7bn | |
| Alphabet Inc(GOOGL)Capital Stock Class A | Q4 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 ADS | Q1 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 2020 | Soldlast listed Q1 2026 | |
| Aon PLCShares Class A | Q2 2013 | $4.4bnQ4 2019 | Soldlast listed Q1 2020 | |
| Disney Walt Co(DIS)Common Disney | Q2 2013 | $4.3bnQ2 2014 | Below the listed rangelast listed Q3 2020 | |
| United Technologies Corp | Q2 2013 | $4.2bnQ4 2014 | Soldlast listed Q1 2020 | |
| Linde PLC | Q2 2019 | $4.2bnQ4 2021 | Soldlast listed Q4 2022 | |
| Honeywell Intl IncExdistribution | Q3 2018 | $4.2bnQ3 2018 | Soldlast listed Q3 2018 | |
| Time Warner Inc | Q2 2013 | $3.8bnQ2 2015 | Soldlast listed Q1 2018 | |
| Oracle Corp(ORCL) | Q2 2013 | $3.5bnQ1 2014 | Soldlast listed Q1 2026 |
Quarter by quarter
Q1 2015: $198bn across 880 positions
Against Q4 2014: 85 new, 347 added to, 439 trimmed, 80 sold out, across all 880 positions.
Turnover about 7% of the book, estimated from share changes at quarter-end prices.
Largest additions
- State STR Corp (STT)+$465m
- Accenture PLC Ireland (ACN)+$413m
- Colgate Palmolive Co (CL)+$396m
- Grainger W W Inc (GWW)+$371m
- Texas Instrs Inc (TXN)+$260m
- Ecolab Inc (ECL)+$242m
- Duke Energy Corp New (DUK)+$238m
- Cisco Sys Inc (CSCO)+$217m
Largest reductions
- Bank New York Mellon Corp (BNY)-$667m
- United Parcel Service Inc (UPS)-$542m
- Procter & Gamble Co (PG)-$515m
- Disney Walt Co (DIS)-$450m
- Abbvie Inc (ABBV)-$334m
- Oracle Corp (ORCL)-$307m
- E M C Corp Mass-$244m
- McDonald's Corp (MCD)-$227m
Opened
- Medtronic PLC (MDT)$3.4bn
Sold out
- Medtronic Incwas $2.3bn
- Covidien PLCwas $861m
- Iron MTN Incwas $136m
- Northeast Utilswas $128m
- Washington Prime Group Incwas $91m
- Tripadvisor Inc (TRIP)was $80m
- Williams Partners L Pwas $60m
- Access Midstream Partners Lwas $57m
Largest positions, Q1 2015
The largest 25 of 880 reported positions; the largest 500 carry 98.6% of the reported value.
| Position | Value | Weight | On the quarter |
|---|---|---|---|
| Accenture PLC Ireland (ACN) | $5.4bn | 2.7% | Added |
| Honeywell Intl Inc (HON) | $4.2bn | 2.1% | Trimmed |
| Thermo Fisher Scientific Inc (TMO) | $4.1bn | 2.1% | Trimmed |
| United Technologies Corp | $4.1bn | 2.1% | Trimmed |
| JPMorgan Chase & Co (JPM) | $3.7bn | 1.9% | Added |
| Time Warner Inc | $3.6bn | 1.8% | Added |
| Visa Inc (V) | $3.6bn | 1.8% | Added |
| Disney Walt Co (DIS) | $3.6bn | 1.8% | Trimmed |
| Medtronic PLC (MDT) | $3.4bn | 1.7% | New |
| Canadian Natl Ry Co (CNI) | $3.3bn | 1.7% | Trimmed |
| Johnson & Johnson (JNJ) | $3.1bn | 1.6% | Trimmed |
| Oracle Corp (ORCL) | $3.0bn | 1.5% | Trimmed |
| 3M Co (MMM) | $2.9bn | 1.5% | Trimmed |
| Wells Fargo & Co New (WFC) | $2.9bn | 1.4% | Trimmed |
| State STR Corp (STT) | $2.5bn | 1.3% | Added |
| Colgate Palmolive Co (CL) | $2.5bn | 1.3% | Added |
| United Parcel Service Inc (UPS) | $2.5bn | 1.2% | Trimmed |
| CVS Caremark Corporation (CVS) | $2.4bn | 1.2% | Added |
| Goldman Sachs Group Inc (GS) | $2.3bn | 1.2% | Added |
| Danaher Corp Del (DHR) | $2.3bn | 1.2% | Trimmed |
| Philip Morris Intl Inc (PM) | $2.3bn | 1.2% | Trimmed |
| Pfizer Inc (PFE) | $2.1bn | 1.1% | Trimmed |
| Schlumberger LTD (SLB) | $1.8bn | 0.9% | Trimmed |
| Franklin Res Inc (BEN) | $1.8bn | 0.9% | Trimmed |
| Bank New York Mellon Corp (BNY) | $1.7bn | 0.9% | Trimmed |
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.
| Manager | Overlap | Stocks in both | Overlap over time | |
|---|---|---|---|---|
| Wellington Management Group LLP | at least 47% | 247 | Compare | |
| T. Rowe Price Associates Inc | at least 46% | 263 | Compare | |
| Fidelity (FMR LLC) | at least 44% | 239 | Compare | |
| Capital Research Global Investors | at least 42% | 203 | Compare | |
| Invesco Ltd | at least 42% | 278 | Compare | |
| Neuberger Berman Group LLC | at least 42% | 212 | Compare | |
| Janus Henderson Group Ltd | at least 42% | 198 | Compare | |
| AllianceBernstein LP | at least 39% | 221 | Compare |
“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.
| Quarter | Filer | Book | Amended | Filing |
|---|---|---|---|---|
| Q2 2026 | MFS Investment Management | $315bn | 13F-HR | |
| Q1 2026 | MFS Investment Management | $298bn | 13F-HR | |
| Q4 2025 | MFS Investment Management | $310bn | 13F-HR | |
| Q3 2025 | MFS Investment Management | $323bn | 13F-HR | |
| Q2 2025 | MFS Investment Management | $315bn | 13F-HR | |
| Q1 2025 | MFS Investment Management | $301bn | 13F-HR | |
| Q4 2024 | MFS Investment Management | $317bn | 13F-HR | |
| Q3 2024 | MFS Investment Management | $335bn | 13F-HR | |
| Q2 2024 | MFS Investment Management | $325bn | 13F-HR | |
| Q1 2024 | MFS Investment Management | $335bn | 13F-HR | |
| Q4 2023 | MFS Investment Management | $310bn | 13F-HR | |
| Q3 2023 | MFS Investment Management | $286bn | 13F-HR | |
| Q2 2023 | MFS Investment Management | $305bn | 13F-HR | |
| Q1 2023 | MFS Investment Management | $292bn | 13F-HR | |
| Q4 2022 | MFS Investment Management | $286bn | 13F-HR | |
| Q3 2022 | MFS Investment Management | $267bn | 13F-HR | |
| Q2 2022 | MFS Investment Management | $290bn | 13F-HR | |
| Q1 2022 | MFS Investment Management | $337bn | 13F-HR | |
| Q4 2021 | MFS Investment Management | $365bn | 13F-HR | |
| Q3 2021 | MFS Investment Management | $342bn | 13F-HR | |
| Q2 2021 | MFS Investment Management | $343bn | 13F-HR | |
| Q1 2021 | MFS Investment Management | $325bn | 13F-HR | |
| Q4 2020 | MFS Investment Management | $311bn | 13F-HR | |
| Q3 2020 | MFS Investment Management | $276bn | 13F-HR | |
| Q2 2020 | MFS Investment Management | $254bn | 13F-HR | |
| Q1 2020 | MFS Investment Management | $210bn | 13F-HR | |
| Q4 2019 | MFS Investment Management | $266bn | 13F-HR | |
| Q3 2019 | MFS Investment Management | $249bn | 13F-HR | |
| Q2 2019 | MFS Investment Management | $245bn | 13F-HR | |
| Q1 2019 | MFS Investment Management | $237bn | 13F-HR | |
| Q4 2018 | MFS Investment Management | $208bn | 13F-HR | |
| Q3 2018 | MFS Investment Management | $243bn | 13F-HR | |
| Q2 2018 | MFS Investment Management | $233bn | 13F-HR | |
| Q1 2018 | MFS Investment Management | $233bn | 13F-HR | |
| Q4 2017 | MFS Investment Management | $239bn | 13F-HR | |
| Q3 2017 | MFS Investment Management | $230bn | 13F-HR | |
| Q2 2017 | MFS Investment Management | $225bn | 13F-HR | |
| Q1 2017 | MFS Investment Management | $214bn | 13F-HR | |
| Q4 2016 | MFS Investment Management | $204bn | 13F-HR | |
| Q3 2016 | MFS Investment Management | $205bn | 13F-HR | |
| Q2 2016 | MFS Investment Management | $199bn | 13F-HR | |
| Q1 2016 | MFS Investment Management | $192bn | 13F-HR | |
| Q4 2015 | MFS Investment Management | $187bn | 13F-HR | |
| Q3 2015 | MFS Investment Management | $179bn | 13F-HR | |
| Q2 2015 | MFS Investment Management | $197bn | 13F-HR | |
| Q1 2015 | MFS Investment Management | $198bn | 13F-HR | |
| Q4 2014 | MFS Investment Management | $197bn | 13F-HR | |
| Q3 2014 | MFS Investment Management | $189bn | 13F-HR | |
| Q2 2014 | MFS Investment Management | $191bn | 13F-HR | |
| Q1 2014 | MFS Investment Management | $183bn | 13F-HR | |
| Q4 2013 | MFS Investment Management | $178bn | 13F-HR | |
| Q3 2013 | MFS Investment Management | $161bn | 13F-HR | |
| Q2 2013 | MFS Investment Management | $148bn | 13F-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.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More