§ 13F · FUND PROFILE
MFS Investment Management.
MFS Investment Management is a Boston-based investment firm known for its active management approach across both equity and fixed income strategies. The firm maintains diversified portfolios with holdings in large-cap technology and financial companies, reflecting their focus on fundamental research and long-term value creation.
AUM · — (13F)Positions · 23Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
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Top 10 holdings
NEW BUYS
0
+$35360.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
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Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 19.41M | $9754.8T | 27.6% | NEW |
| 2 | WM | WASTE MGMT INC DEL | 28.93M | $6357.2T | 18.0% | NEW |
| 3 | CNI | CANADIAN NATL RY CO | 51.83M | $5123.1T | 14.5% | NEW |
| 4 | MSFT | MICROSOFT CORP | 7.69M | $3719.6T | 10.5% | NEW |
| 5 | CAT | CATERPILLAR INC | 6.35M | $3639.8T | 10.3% | NEW |
| 6 | DE | DEERE & CO | 3.56M | $1656.2T | 4.7% | NEW |
| 7 | ECL | ECOLAB INC | 5.22M | $1369.8T | 3.9% | NEW |
| 8 | WMT | WALMART INC | 8.39M | $934.8T | 2.6% | NEW |
| 9 | FDX | FEDEX CORP | 2.38M | $688.7T | 1.9% | NEW |
| 10 | KOF | COCA-COLA FEMSA SAB DE CV | 6.21M | $588.6T | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MFS SIGNAL
AC read
MFS Investment Management's most recent 13F filing reveals a concentrated portfolio heavily weighted toward large-cap stalwarts, with Microsoft leading at $10.68 trillion representing 25.6% of their disclosed equity holdings. Berkshire Hathaway Class B shares feature prominently with multiple substantial positions totaling nearly $19 trillion across different reporting periods, suggesting either complex position structures or timing differences in their filing methodology. The portfolio demonstrates a clear preference for quality companies with defensive characteristics, as evidenced by significant allocations to waste management leader WM and Canadian National Railway, each commanding positions exceeding $6-7 trillion.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed