Data / Investment advisers / Massachusetts / MFS Institutional Advisors Inc.
MFS Institutional Advisors Inc., Boston, MA: $114 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
MFS Institutional Advisors Inc. is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $114 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles, state and municipal governments and pension and profit sharing plans. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 6 private funds.
The request: Watch MFS Institutional Advisors Inc. (CRD number 107144): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 107144
- SEC file number
- 801-46433
- SEC status
- Approved, effective May 6, 1994
- Main office
- 111 Huntington Avenue, Boston, MA 02199
- Phone
- (617) 954-5000
- Regulatory AUM
- $113,585,882,234 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $113,585,882,234
- Accounts
- 13,555
- Employees
- 1,311, of which 327 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 6: 3 hedge funds, 3 other private funds
- Gross assets of private funds
- $1,664,627,070
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 124 | $45.97 billion |
| State or municipal government entities | 51 | $19.67 billion |
| Pension and profit sharing plans | 253 | $17.01 billion |
| Sovereign wealth funds and foreign official institutions | 12 | $14.56 billion |
| Insurance companies | 37 | $7.79 billion |
| Individuals (other than high net worth individuals) | 9,145 | $2.18 billion |
| Charitable organizations | 116 | $1.85 billion |
| High net worth individuals | 407 | $1.02 billion |
| Investment companies | 2 | $748.6 million |
| Corporations or other businesses | 114 | $606.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $113.59 billion | March 31, 2026 |
| December 1, 2025 | $111.85 billion | October 21, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nepc, LLC | Boston | $152.72 billion | 4 | adviserinfo.sec.gov |
| Rhumbline Advisers | Boston | $136.48 billion | 24 | adviserinfo.sec.gov |
| Income Research + Management | Boston | $130.65 billion | 15 | adviserinfo.sec.gov |
| Putnam Investment Management, LLC | Boston | $117.24 billion | Not listed | adviserinfo.sec.gov |
| Boston Partners | Boston | $116.17 billion | 4 | adviserinfo.sec.gov |
| Natixis Advisors, LLC | Boston | $108.65 billion | Not listed | adviserinfo.sec.gov |
| Bracebridge Capital, LLC | Boston | $100.35 billion | 12 | adviserinfo.sec.gov |
| Eaton Vance Management | Boston | $97.02 billion | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with Over $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving state and municipal governments
- Advisers that manage private funds
- MFS Institutional Advisors Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.