MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Holdings in SO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,421,445,889 | 16,300,985 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $1,877,412,555 | 19,810,199 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $1,867,073,507 | 20,331,847 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,947,369,140 | 21,178,566 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,804,487,902 | 21,920,407 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $2,269,489,987 | 25,166,223 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $2,006,144,193 | 25,862,372 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $1,887,932,293 | 26,316,313 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $1,782,423,471 | 25,419,616 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $1,689,444,212 | 26,103,897 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,897,882,709 | 27,016,124 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $1,904,858,051 | 27,376,517 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,896,550,910 | 26,558,618 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $1,880,562,644 | 27,655,333 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $2,016,095,142 | 28,272,264 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $2,124,067,115 | 29,293,437 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $2,101,867,611 | 30,648,405 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $1,910,074,971 | 30,822,575 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $1,891,703,009 | 31,262,651 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,987,567,364 | 31,975,022 | Shares | Sole | 2021-05-13 |
| 2020-12-31 | $1,968,914,243 | 32,051,347 | Shares | Sole | 2021-05-12 |
| 2020-09-30 | $1,563,321,733 | 28,832,935 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $1,452,322,697 | 28,010,081 | Shares | Sole | 2020-11-20 |
| 2020-03-31 | $1,458,719,191 | 26,943,465 | Shares | Sole | 2020-11-20 |