Massachusetts Financial Services
Massachusetts Financial Services is an investment advisor in Boston with $495.51B assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-17352
FINRA CRD number
110045
AUM ?
$495.51B
(as of 20 May 21)
Accounts
310
(as of 20 May 21)
Employees
1,500
(292 investment advisory or research)
Address
Massachusetts Financial Services
111 HUNTINGTON AVENUE
24TH FLOOR
BOSTON
MA 02199
111 HUNTINGTON AVENUE
24TH FLOOR
BOSTON
MA 02199
Office hours
Monday - Friday, 9 A.M. - 5 P.M.
Phone
18006372929
Brochures
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Sun Life of Canada (U.s.) Financial Services Holdings, Inc. | Shareholder | 12/1997 | > 75% |
| Manning, Robert, James | Director, Non-executive Chairman & Chairman of the Board of Directors | 01/2021 | < 5% |
| Stelmach, Robin, Ann | Vice Chairman | 01/2017 | < 5% |
| Sun Life Financial (U.s.) Investments LLC | Shareholder | 10/2001 | > 75% |
| Sun Life Financial (U.s.) Holdings, Inc. | Shareholder | 10/2001 | > 75% |
| Sun Life Assurance Company of Canada - U.s.operations Holdings, Inc. | Shareholder | 10/2001 | > 75% |
| Sun Life Global Investments Inc. | Shareholder | 11/2016 | > 75% |
| Sun Life Financial Inc. | Shareholder | 11/2004 | > 75% |
| Kanwal, Amrit, Bir-singh | Executive Vice President and Chief Financial Officer | 04/2009 | < 5% |
| Roberge, Michael, William | Director, Chairman and Chief Executive Officer | 01/2021 | < 5% |
| Wolin, Martin, Joel | Chief Compliance Officer | 07/2015 | < 5% |
| Sun Life 2007-1 Financing Corp. | Shareholder | 11/2016 | > 75% |
| Hardin, Heidi, Walter | Executive Vice President, General Counsel, and Secretary | 03/2017 | < 5% |
| Strain, Kevin, D. | Director | 06/2017 | < 5% |
| Geremia, Carol, William | Director and President | 01/2018 | < 5% |
| Kennedy, Melissa, Jane | Director | 01/2020 | < 5% |
| Goulet, Jacques | Director | 01/2020 | < 5% |
Investment data
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
| Top 50 of 902 long holdings End of quarter 30 Jun 21 |
Value |
#Shares |
|---|---|---|
| $10.91B | 40.26M | |
| $6.97B | 2.86M | |
| $6.6B | 115.73M | |
| $6.43B | 1.87M | |
| $6.07B | 12.03M | |
| $5.93B | 20.12M | |
| $5.72B | 46.11M | |
| $5.67B | 24.26M | |
| $4.97B | 31.92M | |
| $4.86B | 22.17M | |
| $4.65B | 19.47M | |
| $4.51B | 27.37M | |
| $4.01B | 33.36M | |
| $3.78B | 14.08M | |
| $3.65B | 9.62M | |
| $3.63B | 12.55M | |
| $3.61B | 18.79M | |
| $3.61B | 84.42M | |
| $3.47B | 25.34M | |
| $3.45B | 5.9M | |
| $3.39B | 9.76M | |
| $3.38B | 32.07M | |
| $3.3B | 40.56M | |
| $3.09B | 26.69M | |
| $2.91B | 21.26M | |
| $2.89B | 12.19M | |
| $2.68B | 11.19M | |
| $2.65B | 15.62M | |
| $2.64B | 9.05M | |
| $2.58B | 18.21M | |
| $2.56B | 7.02M | |
| $2.5B | 25.31M | |
| $2.47B | 33.98M | |
| $2.41B | 15.16M | |
| $2.37B | 8.7M | |
| $2.31B | 33.6M | |
| $2.29B | 21.39M | |
| $2.24B | 15.1M | |
| $2.22B | 15.76M | |
| $2.19B | 9.97M | |
| $2.18B | 12.37M | |
| $2.15B | 5.92M | |
| $2.11B | 12.78M | |
| $2.06B | 134.61M | |
| $1.97B | 27.82M | |
| $1.92B | 24.69M | |
| $1.91B | 11.11M | |
| $1.89B | 31.26M | |
| $1.77B | 2.45M | |
| $1.68B | 18.32M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
28 Sep 21
31 Dec 21
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings
Ownership
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
SC 13G
TaskUs / MASSACHUSETTS FINANCIAL SERVICES ownership change
9 Aug 21
SC 13G
Phillips Edison & Company / MASSACHUSETTS FINANCIAL SERVICES ownership change
9 Aug 21
SC 13G/A
ThredUp / MASSACHUSETTS FINANCIAL SERVICES ownership change
9 Aug 21
SC 13G
ACV Auctions / MASSACHUSETTS FINANCIAL SERVICES ownership change
7 Jul 21
13F-HR
Quarterly holdings report by institutional manager
13 May 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 May 21
SC 13G
ICON / MASSACHUSETTS FINANCIAL SERVICES ownership change
7 May 21
SC 13G
ThredUp / MASSACHUSETTS FINANCIAL SERVICES ownership change
12 Apr 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21