MFS Investment Management
Active equity managersFiles as Massachusetts Financial Services Co /MA/ (MFS)(SEC CIK 912938). Portfolio from its latest quarterly 13F-HR filing.
- $264.32B
- Tracked value
- 837
- Positions
- Q2 2026
- Portfolio as of
- Aug 3, 2026
- Filed
Holdings
Top 100 of 837 tracked positions, by value| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 5.2% | ▼ 4.2% | 62,506,436 | $13.66B |
| 2 | GOOGLAlphabet Inc. | 4.0% | ▲ 22.6% | 28,694,648 | $10.52B |
| 3 | AAPLApple Inc. | 3.4% | ▲ 0.2% | 30,364,165 | $8.93B |
| 4 | AMZNAMAZON COM INC | 3.3% | ▲ 23.6% | 32,066,835 | $8.85B |
| 5 | MSFTMICROSOFT CORP | 3.3% | ▼ 19.8% | 20,441,967 | $8.76B |
| 6 | AVGOBroadcom Inc. | 2.1% | ▲ 34.6% | 12,084,090 | $5.46B |
| 7 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 1.8% | ▼ 1.7% | 9,510,209 | $4.73B |
| 8 | KLACKLA CORP | 1.7% | ▲ 794% | 14,668,801 | $4.47B |
| 9 | JPMJPMORGAN CHASE & CO | 1.5% | ▼ 16.3% | 12,270,986 | $4.03B |
| 10 | CICigna Group | 1.1% | ▼ 9.9% | 10,443,691 | $2.90B |
| 11 | MAMastercard Inc | 1.1% | ▼ 2.6% | 5,375,808 | $2.82B |
| 12 | JNJJOHNSON & JOHNSON | 1.0% | ▼ 21.6% | 10,539,098 | $2.70B |
| 13 | VVISA INC. | 1.0% | ▼ 10.1% | 3,743,063 | $2.54B |
| 14 | WATWATERS CORP /DE/ | 1.0% | ▼ 0.1% | 4,625,035 | $2.53B |
| 15 | BDXBECTON DICKINSON & CO | 0.9% | ▼ 4.9% | 8,650,967 | $2.48B |
| 16 | FNVFRANCO NEVADA Corp | 0.9% | ▼ 0.4% | 11,045,957 | $2.37B |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC. | 0.9% | ▼ 1.6% | 2,965,714 | $2.28B |
| 18 | RTXRTX Corp | 0.8% | ▼ 17.0% | 11,737,526 | $2.24B |
| 19 | XOMExxonMobil Holdings Corp | 0.8% | ▼ 10.8% | 15,993,858 | $2.19B |
| 20 | ADIANALOG DEVICES INC | 0.8% | ▼ 13.1% | 5,399,929 | $2.15B |
| 21 | SCHWSCHWAB CHARLES CORP | 0.8% | ▼ 8.0% | 13,356,306 | $2.13B |
| 22 | METAMeta Platforms, Inc. | 0.8% | ▼ 18.3% | 3,600,708 | $2.07B |
| 23 | APHAMPHENOL CORP /DE/ | 0.7% | ▼ 24.7% | 10,522,112 | $1.93B |
| 24 | AEMAGNICO EAGLE MINES LTD | 0.7% | ▲ 0.5% | 11,922,732 | $1.92B |
| 25 | CATCATERPILLAR INC | 0.7% | ▲ 10.4% | 1,748,257 | $1.88B |
| 26 | COPCONOCOPHILLIPS | 0.7% | ▼ 11.3% | 17,973,897 | $1.88B |
| 27 | MCKMCKESSON CORP | 0.7% | ▼ 15.6% | 2,446,386 | $1.86B |
| 28 | GEVGE Vernova Inc. | 0.7% | ▼ 4.8% | 1,551,035 | $1.84B |
| 29 | NDAQNASDAQ, INC. | 0.7% | ▼ 20.0% | 23,259,539 | $1.83B |
| 30 | UNPUNION PACIFIC CORP | 0.7% | ▼ 10.8% | 6,272,629 | $1.74B |
| 31 | ANETArista Networks, Inc. | 0.6% | ▲ 34.6% | 9,725,196 | $1.71B |
| 32 | PCGPG&E Corp | 0.6% | ▼ 7.2% | 101,483,416 | $1.71B |
| 33 | PGRPROGRESSIVE CORP/OH/ | 0.6% | ▼ 36.7% | 7,663,770 | $1.67B |
| 34 | HUMHUMANA INC | 0.6% | ▼ 20.2% | 3,578,245 | $1.66B |
| 35 | DUKDuke Energy CORP | 0.6% | ▼ 11.5% | 12,742,489 | $1.63B |
| 36 | RYAAYRYANAIR HOLDINGS PLC | 0.6% | ▼ 0.2% | 24,062,089 | $1.59B |
| 37 | MUMICRON TECHNOLOGY INC | 0.6% | ▲ 2,109% | 1,356,814 | $1.58B |
| 38 | PLDPrologis, Inc. | 0.6% | ▼ 20.2% | 11,217,207 | $1.54B |
| 39 | AXPAMERICAN EXPRESS CO | 0.6% | ▼ 11.8% | 4,467,904 | $1.54B |
| 40 | TDTORONTO DOMINION BANK | 0.6% | ▼ 21.5% | 11,159,532 | $1.51B |
| 41 | BSXBOSTON SCIENTIFIC CORP | 0.6% | ▲ 126% | 24,859,191 | $1.50B |
| 42 | PNCPNC FINANCIAL SERVICES GROUP, INC. | 0.6% | ▼ 20.0% | 6,019,533 | $1.49B |
| 43 | TRUTransUnion | 0.6% | ▼ 18.9% | 10,667,983 | $1.48B |
| 44 | GDGENERAL DYNAMICS CORP | 0.6% | ▼ 27.4% | 4,140,985 | $1.48B |
| 45 | BABOEING CO | 0.6% | ▼ 21.1% | 6,890,252 | $1.48B |
| 46 | HONHONEYWELL INTERNATIONAL INC | 0.5% | NEW | 5,068,155 | $1.41B |
| 47 | TRVTRAVELERS COMPANIES, INC. | 0.5% | ▼ 13.5% | 4,241,289 | $1.40B |
| 48 | RBARB GLOBAL INC. | 0.5% | ▲ 4.3% | 11,723,635 | $1.40B |
| 49 | TXNTEXAS INSTRUMENTS INC | 0.5% | ▼ 12.7% | 4,646,473 | $1.39B |
| 50 | PFEPFIZER INC | 0.5% | ▼ 0.6% | 56,551,011 | $1.38B |
| 51 | MARMARRIOTT INTERNATIONAL INC /MD/ | 0.5% | ▼ 13.0% | 3,713,960 | $1.38B |
| 52 | HONAHoneywell Aerospace Inc. | 0.5% | NEW | 5,005,241 | $1.38B |
| 53 | DDOMINION ENERGY, INC | 0.5% | ▼ 24.8% | 20,030,451 | $1.36B |
| 54 | HWMHowmet Aerospace Inc. | 0.5% | ▼ 34.8% | 4,971,798 | $1.36B |
| 55 | AMDADVANCED MICRO DEVICES INC | 0.5% | ▲ 301% | 2,321,366 | $1.36B |
| 56 | SOSOUTHERN CO | 0.5% | ▼ 11.3% | 13,831,354 | $1.32B |
| 57 | XELXCEL ENERGY INC | 0.5% | ▼ 10.0% | 16,269,553 | $1.32B |
| 58 | ABTABBOTT LABORATORIES | 0.5% | ▼ 13.8% | 13,359,956 | $1.22B |
| 59 | SPCXSPACE EXPLORATION TECHNOLOGIES CORP | 0.5% | NEW | 7,062,255 | $1.22B |
| 60 | LOWLOWES COMPANIES INC | 0.4% | ▼ 13.2% | 5,224,770 | $1.15B |
| 61 | HLTHilton Worldwide Holdings Inc. | 0.4% | ▼ 2.7% | 3,356,582 | $1.14B |
| 62 | ABBVAbbVie Inc. | 0.4% | ▼ 21.8% | 4,388,338 | $1.11B |
| 63 | AMATAPPLIED MATERIALS INC /DE | 0.4% | ▲ 28.8% | 1,522,200 | $1.11B |
| 64 | CDNSCADENCE DESIGN SYSTEMS INC | 0.4% | ▼ 1.8% | 2,921,983 | $1.11B |
| 65 | NEENEXTERA ENERGY INC | 0.4% | ▼ 5.1% | 12,519,204 | $1.10B |
| 66 | WFCWELLS FARGO & COMPANY/MN | 0.4% | ▼ 12.2% | 13,262,862 | $1.10B |
| 67 | MRSHMARSH & MCLENNAN COMPANIES, INC. | 0.4% | ▼ 20.6% | 6,507,415 | $1.09B |
| 68 | PCARPACCAR INC | 0.4% | ▼ 17.7% | 8,486,853 | $1.01B |
| 69 | NTRSNORTHERN TRUST CORP | 0.4% | ▼ 1.8% | 5,702,539 | $1.01B |
| 70 | KKRKKR & Co. Inc. | 0.4% | ▼ 26.0% | 10,616,489 | $977.64M |
| 71 | COHRCOHERENT CORP. | 0.3% | ▲ 28.1% | 2,322,386 | $920.58M |
| 72 | BLKBlackRock, Inc. | 0.3% | ▼ 12.8% | 954,863 | $919.08M |
| 73 | ARMKAramark | 0.3% | ▼ 11.3% | 15,576,375 | $903.06M |
| 74 | KMBKIMBERLY CLARK CORP | 0.3% | ▲ 6.7% | 8,156,490 | $894.91M |
| 75 | PEPPEPSICO INC | 0.3% | ▼ 11.2% | 6,463,867 | $887.37M |
| 76 | BACBANK OF AMERICA CORP /DE/ | 0.3% | ▲ 54.4% | 15,187,077 | $884.42M |
| 77 | GILDGILEAD SCIENCES, INC. | 0.3% | ▲ 5.9% | 6,651,833 | $876.75M |
| 78 | KVUEKenvue Inc. | 0.3% | ▼ 10.1% | 44,715,586 | $861.93M |
| 79 | HUBBHUBBELL INC | 0.3% | ▲ 0.6% | 1,546,097 | $833.41M |
| 80 | CPCANADIAN PACIFIC KANSAS CITY LTD/CN | 0.3% | ▼ 12.2% | 4,248,626 | $820.53M |
| 81 | TTWOTAKE TWO INTERACTIVE SOFTWARE INC | 0.3% | ▼ 25.5% | 3,240,013 | $813.19M |
| 82 | MDLNMedline Inc. | 0.3% | ▲ 71.9% | 19,888,806 | $787.12M |
| 83 | CNRCore Natural Resources, Inc. | 0.3% | ▼ 62.2% | 1,417,278 | $784.11M |
| 84 | DHRDANAHER CORP /DE/ | 0.3% | ▼ 6.9% | 3,878,641 | $762.22M |
| 85 | SHOPSHOPIFY INC. | 0.3% | ▼ 1.3% | 5,950,335 | $755.43M |
| 86 | TKOTKO Group Holdings, Inc. | 0.3% | ▲ 5.2% | 3,728,177 | $753.78M |
| 87 | ELVElevance Health, Inc. | 0.3% | ▼ 13.4% | 1,935,880 | $749.42M |
| 88 | WPMWheaton Precious Metals Corp. | 0.3% | ▼ 0.1% | 6,293,518 | $741.59M |
| 89 | SNOWSnowflake Inc. | 0.3% | ▲ 61.5% | 2,717,171 | $698.30M |
| 90 | ITWILLINOIS TOOL WORKS INC | 0.3% | ▼ 22.1% | 2,578,238 | $698.08M |
| 91 | APDAir Products & Chemicals, Inc. | 0.3% | ▼ 23.7% | 445,145 | $688.01M |
| 92 | GSGOLDMAN SACHS GROUP INC | 0.3% | ▼ 34.2% | 638,391 | $665.74M |
| 93 | MNSTMonster Beverage Corp | 0.2% | ▼ 0.7% | 6,725,020 | $653.70M |
| 94 | CVECENOVUS ENERGY INC. | 0.2% | ▼ 7.3% | 16,121,165 | $650.52M |
| 95 | TSLATesla, Inc. | 0.2% | ▲ 694% | 1,476,812 | $631.00M |
| 96 | VMCVulcan Materials CO | 0.2% | ▼ 7.7% | 2,102,064 | $625.23M |
| 97 | CWCURTISS WRIGHT CORP | 0.2% | ▲ 5.9% | 817,077 | $623.65M |
| 98 | EFXEQUIFAX INC | 0.2% | ▼ 17.7% | 3,869,490 | $620.40M |
| 99 | LNGCheniere Energy, Inc. | 0.2% | ▼ 16.0% | 2,559,742 | $617.56M |
| 100 | OMCOMNICOM GROUP INC. | 0.2% | ▼ 4.9% | 8,305,876 | $611.73M |
Positions in companies tracked by Scrutar, from the manager's latest quarterly 13F-HR filing.
13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since.
Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.