§ 13F · FUND PROFILE
MASSACHUSETTS FINANCIAL SERVICES CO /MA/.
MFS, long-term fundamental investing
AUM · $315084.3T (13F)Positions · 3634Turnover · 99% · Q4Filed · Jan 22, 2026
CONCENTRATION
17%
Top 10 holdings
NEW BUYS
+279
+$9913.0T deployed
EXITS
0
No exits
SECTOR SHIFT
MEDIA → OTHER
-1pp · +1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 55.79M | $10405.0T | 3.4% | — |
| 2 | MSFT | MICROSOFT CORP | 20.96M | $10139.1T | 3.3% | — |
| 3 | GOOGL | ALPHABET INC | 19.51M | $6107.8T | 2.0% | — |
| 4 | AAPL | APPLE INC | 22.07M | $5999.8T | 1.9% | −4% |
| 5 | AMZN | AMAZON COM INC | 21.22M | $4898.5T | 1.6% | ±0% |
| 6 | JPM | JPMORGAN CHASE & CO. | 12.14M | $3911.5T | 1.3% | +693% |
| 7 | MA | MASTERCARD INCORPORATED | 4.77M | $2725.0T | 0.9% | — |
| 8 | META | META PLATFORMS INC | 3.91M | $2578.3T | 0.8% | +736% |
| 9 | JNJ | JOHNSON & JOHNSON | 11.64M | $2408.3T | 0.8% | — |
| 10 | CI | THE CIGNA GROUP | 8.38M | $2306.9T | 0.7% | +551% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other57.6% (+1pp)
Technology12.1% (±0)
Financial Services9.6% (±0)
Semiconductors9.0% (±0)
Health Care5.8% (±0)
Media5.6% (±0)
§ 03 · THE MASSACHUSETTS SIGNAL
AC read
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ is a Quality / Compounder fund managing $315084349.2 trillion in assets. The fund runs a massive portfolio of 3,634 positions, broad diversification across holdings. Trading activity is aggressive at 99% quarterly turnover, with 279 new positions and 0 exits last quarter. Top sector allocations: Other (58%), Technology (12%), Financial Services (10%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Busy quarter
+279 buys · −0 exits · 3609 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed