MASSACHUSETTS FINANCIAL SERVICES CO /MA/

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$309.9B

Total Positions

914

New This Quarter

102

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

MSFT4.22%

NVDA4.04%

GOOGL2.54%

AAPL2.36%

AMZN2.11%

JPM1.61%

JNJ1.09%

MA1.08%

CI1.05%

META1.03%

Other12.93%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

HWM21Q held

Howmet Aerospace Inc

Avg $33.94 · $1.7B est. P&L

Est. P&L

+511.87%

TSM28Q held

TAIWAN SEMICONDUCTOR MFG LTD

Avg $52.35 · $2.5B est. P&L

Est. P&L

+472.26%

GS28Q held

Goldman Sachs Group Inc/The

Avg $173.56 · $825M est. P&L

Est. P&L

+409.58%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 913 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	27.1M	$13.1B	4.2%	—	$139.36	+249.79%	28 qtrs	Decreased 0
NVDA NVIDIA Corp	67.2M	$12.5B	4.0%	—	$126.43	+48.33%	25 qtrs	Decreased 0
GOOGL Alphabet Inc	25.2M	$7.9B	2.5%	—	$108.19	+190.09%	28 qtrs	Increased 58
AAPL Apple Inc	26.9M	$7.3B	2.4%	—	$122.20	+123.25%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	28.4M	$6.6B	2.1%	—	$110.12	+111.16%	28 qtrs	Increased 55
JPM JPMORGAN CHASE & CO.	15.5M	$5B	1.6%	—	$86.52	+272.15%	28 qtrs	Decreased 0
JNJ Johnson & Johnson	16.4M	$3.4B	1.1%	—	$119.09	+73.74%	28 qtrs	Decreased 0
MA Mastercard Inc	5.9M	$3.4B	1.1%	—	$303.54	+89.94%	28 qtrs	Decreased 0
CI Cigna Group/The	11.8M	$3.2B	1.0%	—	$176.24	+56.88%	28 qtrs	Increased 55
META Meta Platforms Inc	4.8M	$3.2B	1.0%	—	$294.55	+126.09%	28 qtrs	Decreased 0
UBS UBS GROUP AG	68.6M	$3.2B	1.0%	—	$15.64	+197.37%	28 qtrs	Decreased 0
TSM TAIWAN SEMICONDUCTOR MFG LTD	10.1M	$3.1B	1.0%	—	$52.35	+472.26%	28 qtrs	Decreased 0
AON Aon PLC	8.5M	$3B	1.0%	—	$183.22	+94.57%	23 qtrs	Decreased 0
PGR Progressive Corp/The	12.8M	$2.9B	0.9%	—	$87.54	+147.03%	23 qtrs	Increased 45
ACN Accenture PLC	10.7M	$2.9B	0.9%	—	$176.42	+53.05%	28 qtrs	Increased 47
MCK McKesson Corp	3.4M	$2.8B	0.9%	—	$171.74	+381.74%	28 qtrs	Decreased 0
AVGO Broadcom Inc	8.1M	$2.8B	0.9%	—	$264.33	+32.35%	28 qtrs	Decreased 0
NDAQ Nasdaq Inc	27.6M	$2.7B	0.9%	—	$59.68	+64.52%	28 qtrs	Increased 47
TTE TOTALENERGIES SE	40.4M	$2.6B	0.9%	—	$65.92	0.00%	1 qtr	New 62
RTX RTX Corp	14.2M	$2.6B	0.8%	—	$76.81	+139.58%	23 qtrs	Decreased 0
FNV FRANCO NEV CORP	11.7M	$2.4B	0.8%	—	$111.16	+87.37%	28 qtrs	Increased 45
KKR KKR & Co Inc	18.7M	$2.4B	0.8%	—	$83.87	+53.38%	18 qtrs	Decreased 0
XOM Exxon Mobil Corp	19.3M	$2.3B	0.7%	—	$106.29	+13.08%	28 qtrs	Decreased 0
MS Morgan Stanley	12.5M	$2.2B	0.7%	—	$70.17	+153.79%	28 qtrs	Decreased 0
LIN Linde PLC	5.1M	$2.2B	0.7%	—	$339.81	+26.06%	12 qtrs	Decreased 0
Showing 25 of 913 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

BDXBecton Dickinson & Co

Q1 2024 → Q4 2025+5.5M shares+$857.8M

BTIBRITISH AMERN TOB PLC

Q1 2024 → Q4 2025+457,839 shares+$28.9M

CVECENOVUS ENERGY INC

Q1 2024 → Q4 2025+14.2M shares+$241.8M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer