MASSACHUSETTS FINANCIAL SERVICES CO /MA/

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.

Issuer % of Class Filed
NASDAQ, Inc. 13G/A Amendment 1
NDAQ · 631103108
 4.1% 8/12/2026
Event 6/30/2026
Brunswick Corporation 13G/A Amendment 1
BC · 117043109
 6.4% 8/12/2026
Event 6/30/2026
Ashland Inc. 13G/A Amendment 1
ASH · 044186104
 4.5% 8/12/2026
Event 6/30/2026
Transunion 13G/A Amendment 6
TRU · 89400J107
 5.6% 8/12/2026
Event 6/30/2026
PG&E Corp 13G/A Amendment 1
PCG · 69331C108
 4.7% 8/12/2026
Event 6/30/2026
Blackstone Digital Infrastructure Trust Inc 13G
BXDC · 09264B107
 6.8% 8/12/2026
Event 6/30/2026
Qiagen N.V. 13G/A Amendment 8
QGEN · N72482156
 6.0% 6/5/2026
Event 5/29/2026
James Hardie Industries PLC 13G
JHX · G4253H101
 5.9% 5/14/2026
Event 3/31/2026
Wingstop Inc 13G/A Amendment 1
WING · 974155103
 4.8% 5/14/2026
Event 3/31/2026
Thryv Holdings, Inc. 13G/A Amendment 2
THRY · 886029206
 0.2% 5/14/2026
Event 3/31/2026
NASDAQ, Inc. 13G
NDAQ · 631103108
 5.1% 5/14/2026
Event 3/31/2026
Black Rock Coffee Bar, Inc. 13G/A Amendment 2
BRCB · 092244102
 3.8% 5/14/2026
Event 3/31/2026
Transunion 13G/A Amendment 5
TRU · 89400J107
 6.8% 5/14/2026
Event 3/31/2026
Smith Douglas Homes Corp. 13G/A Amendment 1
SDHC · 83207R107
 3.7% 5/14/2026
Event 3/31/2026
Guidewire Software, Inc. 13G/A Amendment 1
GWRE · 40171V100
 3.5% 5/14/2026
Event 3/31/2026
Ryanair Holdings PLC 13G/A Amendment 1
RYAAY · 783513203
 4.7% 5/14/2026
Event 3/31/2026
Natwest Group PLC 13G/A Amendment 1
NWG · 639057207
 4.6% 5/14/2026
Event 3/31/2026
Wingstop Inc 13G
WING · 974155103
 5.1% 1/28/2026
Event 12/31/2025
Thryv Holdings, Inc. 13G/A Amendment 1
THRY · 886029206
 6.5% 1/28/2026
Event 12/31/2025
Black Rock Coffee Bar, Inc. 13G/A Amendment 1
BRCB · 092244102
 6.3% 1/28/2026
Event 12/31/2025
Transunion 13G/A Amendment 4
TRU · 89400J107
 8.0% 1/28/2026
Event 12/31/2025
Plains GP Holdings, L.P. 13G/A Amendment 1
PAGP · 72651A207
 4.8% 1/28/2026
Event 12/31/2025
P10, Inc. 13G/A Amendment 2
RPC · 69376K106
 3.5% 1/28/2026
Event 12/31/2025
Netskope, Inc. 13G/A Amendment 1
NTSK · 64119N608
 4.2% 1/28/2026
Event 12/31/2025
Check Point Software Technologies Ltd. 13G/A Amendment 1
CHKP · M22465104
 7.4% 1/28/2026
Event 12/31/2025
Hyatt Hotels Corporation 13G/A Amendment 3
H · 448579102
 6.5% 11/4/2025
Event 9/30/2025
Black Rock Coffee Bar, Inc. 13G
BRCB · 092244102
 5.3% 11/4/2025
Event 9/30/2025
Transunion 13G/A Amendment 3
TRU · 89400J107
 9.4% 11/4/2025
Event 9/30/2025
Netskope, Inc. 13G
NTSK · 64119N608
 6.7% 11/4/2025
Event 9/30/2025
Acv Auctions Inc. 13G/A Amendment 1
ACVA · 00091G104
 3.9% 11/4/2025
Event 9/30/2025
Aptiv PLC 13G/A Amendment 1
APTV · G3265R107
 4.7% 11/4/2025
Event 9/30/2025
Check Point Software Technologies Ltd. 13G
CHKP · M22465104
 5.7% 11/4/2025
Event 9/30/2025
Steris PLC 13G/A Amendment 2
STE · G8473T100
 4.9% 11/4/2025
Event 9/30/2025
TPG Inc. 13G/A Amendment 1
TPG · 872657101
 3.8% 8/4/2025
Event 6/30/2025
Newell Brands Inc. 13G/A Amendment 1
NWL · 651229106
 4.9% 8/4/2025
Event 6/30/2025
Hyatt Hotels Corporation 13G/A Amendment 2
H · 448579102
 5.3% 8/4/2025
Event 6/30/2025
Plains GP Holdings, L.P. 13G
PAGP · 72651A207
 5.1% 8/4/2025
Event 6/30/2025
Kenvue Inc. 13G/A Amendment 1
KVUE · 49177J102
 4.8% 8/4/2025
Event 6/30/2025
GCM Grosvenor Inc. 13G/A Amendment 4
GCMG · 36831E108
 4.0% 8/4/2025
Event 6/30/2025
Plains GP Holdings, L.P. 13G/A Amendment 4
PAGP · 72651A207
 5.0%
Checked 5% or less
 5/15/2025
Event 3/31/2025
Diageo PLC 13G/A Amendment 6
DEO · 25243Q205
 4.9% 5/14/2025
Event 3/31/2025
Thryv Holdings, Inc. 13G
THRY · 886029206
 5.4% 5/14/2025
Event 3/31/2025
Newell Brands Inc. 13G
NWL · 651229106
 5.0% 5/14/2025
Event 3/31/2025
Highwoods Properties, Inc. 13G
HIW · 431284108
 5.7% 5/14/2025
Event 3/31/2025
Brunswick Corporation 13G
BC · 117043109
 5.2% 5/14/2025
Event 3/31/2025
Transunion 13G/A Amendment 2
TRU · 89400J107
 11.1% 5/14/2025
Event 3/31/2025
Smith Douglas Homes Corp. 13G
SDHC · 83207R107
 5.4% 5/14/2025
Event 3/31/2025
P10, Inc. 13G/A Amendment 1
RPC · 69376K106
 6.0% 5/14/2025
Event 3/31/2025
Farmland Partners Inc. 13G/A Amendment 2
FPI · 31154R109
 1.8% 5/14/2025
Event 3/31/2025
Aramark 13G/A Amendment 1
ARMK · 03852U106
 6.7% 5/14/2025
Event 3/31/2025
Qiagen N.V. 13G/A Amendment 7
QGEN · N72482206
 11.6% 5/14/2025
Event 3/31/2025
Aon PLC 13G/A Amendment 8
AON · G0403H108
 4.6% 5/14/2025
Event 3/31/2025
Canada Goose Holdings Inc. 13G/A Amendment 2
GOOS · 135086106
 4.0% 5/14/2025
Event 3/31/2025
Dun & Bradstreet Holdings, Inc. 13G/A Amendment 4
DNB · 26484T106
 2.0% 5/2/2025
Event 4/30/2025
Dun & Bradstreet Holdings, Inc. 13G/A Amendment 3
DNB · 26484T106
 7.8% 4/4/2025
Event 3/31/2025
Funko, Inc. 13G/A Amendment 2
FNKO · 361008105
 0.9% 2/13/2025
Event 12/31/2024
Bright Horizons Family Solutions Inc. 13G/A Amendment 1
BFAM · 109194100
 4.4% 2/13/2025
Event 12/31/2024
P10, Inc. 13G
RPC · 69376K106
 7.6% 2/13/2025
Event 12/31/2024
PG&E Corp 13G
PCG · 69331C108
 5.6% 2/13/2025
Event 12/31/2024
Kenvue Inc. 13G
KVUE · 49177J102
 5.1% 2/13/2025
Event 12/31/2024
Guidewire Software, Inc. 13G
GWRE · 40171V100
 5.3% 2/13/2025
Event 12/31/2024
European Wax Center, Inc. 13G/A Amendment 1
EWCZ · 29882P106
 0.1% 2/13/2025
Event 12/31/2024
Aramark 13G
ARMK · 03852U106
 5.1% 2/13/2025
Event 12/31/2024
Agilent Technologies, Inc. 13G/A Amendment 1
A · 00846U101
 4.4% 2/13/2025
Event 12/31/2024
Aptiv Irish Holdings Ltd 13G
APTV · G3265R107
 6.1% 2/13/2025
Event 12/31/2024
Ryanair Holdings PLC 13G
RYAAY · 783513203
 5.2% 2/13/2025
Event 12/31/2024
Willis Towers Watson PLC 13G/A Amendment 3
WTW · G96629103
 6.4% 2/13/2025
Event 12/31/2024
Zumiez Inc. 13G/A Amendment 5
ZUMZ · 989817101
 4.9% 2/13/2025
Event 12/31/2024
SLM Corporation 13G/A Amendment 3
SLM · 78442P106
 4.8% 2/13/2025
Event 12/31/2024
Definitive Healthcare Corp. 13G/A Amendment 1
DH · 24477E103
 4.3% 2/13/2025
Event 12/31/2024
Transunion 13G/A Amendment 1
TRU · 89400J107
 10.0% 1/3/2025
Event 12/31/2024