Security Snapshot

MFS CHARTER INCOME TRUST - Common Stock (MCR) Institutional Ownership

CUSIP: 552727109

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

64

Shares (Excl. Options)

17,279,264

Price

$6.27

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Type / Class
Equity / Common Stock
Symbol
MCR on NYSE
Shares outstanding
41,815,745
Price per share
$6.06
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
17,279,264
Total reported value
$108,342,887
% of total 13F portfolios
0%
Share change
+142,995
Value change
+$823,397
Number of holders
64
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • MCR - MFS CHARTER INCOME TRUST - Common Stock is tracked under CUSIP 552727109.
  • 64 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 64 to 43 between Q4 2025 and Q1 2026.
  • Reported value moved from $108,342,887 to $25,534,488.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 64 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 552727109?
CUSIP 552727109 identifies MCR - MFS CHARTER INCOME TRUST - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of MFS CHARTER INCOME TRUST - Common Stock (MCR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 16% $42,526,808 6,676,108 Morgan Stanley 30 Jun 2025
SIT INVESTMENT ASSOCIATES INC 9.8% +65% $25,653,123 +$10,309,068 4,097,943 +67% SIT INVESTMENT ASSOCIATES INC 24 Feb 2026

As of 31 Dec 2025, 64 institutional investors reported holding 17,279,264 shares of MFS CHARTER INCOME TRUST - Common Stock (MCR). This represents 41% of the company’s total 41,815,745 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MFS CHARTER INCOME TRUST - Common Stock (MCR) together control 40% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 19% 8,100,176 +0.45% 0% $50,788,105
SIT INVESTMENT ASSOCIATES INC 9.5% 3,993,082 +16% 0.49% $25,037,000
Allspring Global Investments Holdings, LLC 3% 1,275,051 0% 0.01% $7,994,570
Invesco Ltd. 1.2% 493,060 -6.1% 0% $3,091,486
Shaker Financial Services, LLC 0.96% 400,838 +6.5% 0.8% $2,513,255
BANK OF AMERICA CORP /DE/ 0.89% 370,741 +2.8% 0% $2,324,546
Pathstone Holdings, LLC 0.85% 353,680 -20% 0.01% $2,217,577
WELLS FARGO & COMPANY/MN 0.5% 210,837 +49% 0% $1,321,947
RIVERBRIDGE PARTNERS LLC 0.46% 193,336 +90% 0.02% $1,212,214
COMMONWEALTH EQUITY SERVICES, LLC 0.32% 135,577 -28% 0% $850,066
STIFEL FINANCIAL CORP 0.29% 119,775 -27% 0% $750,991
Cambridge Investment Research Advisors, Inc. 0.28% 117,318 -1.4% 0% $736,000
UBS Group AG 0.27% 113,210 -7.3% 0% $709,827
NewEdge Advisors, LLC 0.27% 112,540 -3.4% 0% $705,626
RAYMOND JAMES FINANCIAL INC 0.25% 104,798 -4.3% 0% $657,086
Kestra Advisory Services, LLC 0.24% 101,376 -5.8% 0% $635,625
ASHTON THOMAS SECURITIES, LLC 0.21% 88,650 +29% 0.11% $555,836
HighTower Advisors, LLC 0.2% 84,120 -15% 0% $527,432
LPL Financial LLC 0.2% 83,733 -38% 0% $525,007
Janney Montgomery Scott LLC 0.18% 74,088 +0.14% 0% $465,000
OSAIC HOLDINGS, INC. 0.16% 65,802 -9.6% 0% $412,575
Fortitude Advisory Group L.L.C. 0.14% 57,217 0% 0.15% $358,752
Logan Stone Capital, LLC 0.13% 53,958 0.08% $338,317
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.12% 51,228 +181% 0% $321,200
Stonebridge Financial Planning Group, LLC 0.12% 50,892 +0.19% 0.12% $319,091

Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,213,177 $25,534,488 +$350,413 $6.06 43
2025 Q4 17,279,264 $108,342,887 +$823,397 $6.27 64
2025 Q3 17,090,375 $109,685,125 +$3,761,954 $6.42 59
2025 Q2 16,503,265 $104,961,191 +$2,584,356 $6.36 58
2025 Q1 16,087,180 $100,857,933 +$1,742,641 $6.27 57
2024 Q4 15,831,076 $101,001,736 +$4,647,041 $6.38 61
2024 Q3 15,075,682 $99,042,833 +$3,670,103 $6.57 56
2024 Q2 14,531,726 $91,117,859 +$1,262,498 $6.27 61
2024 Q1 14,287,858 $90,579,170 +$2,001,502 $6.34 66
2023 Q4 13,973,664 $90,261,909 +$2,094,135 $6.46 58
2023 Q3 13,640,675 $79,797,939 +$1,752,364 $5.85 64
2023 Q2 13,340,028 $84,175,568 +$2,918,649 $6.31 61
2023 Q1 12,761,965 $80,268,850 -$770,374 $6.29 57
2022 Q4 13,004,087 $79,973,911 +$827,843 $6.15 72
2022 Q3 12,845,758 $76,427,242 +$2,743,544 $5.95 65
2022 Q2 12,375,121 $78,005,138 +$20,852,876 $6.30 61
2022 Q1 12,058,284 $88,501,287 +$332,570 $7.34 61
2021 Q4 11,931,011 $101,591,038 -$1,489,868 $8.52 62
2021 Q3 12,052,070 $103,659,314 -$3,348,590 $8.60 66
2021 Q2 12,438,329 $108,711,873 -$3,066,338 $8.74 62
2021 Q1 12,790,926 $109,247,417 +$17,783,335 $8.54 65
2020 Q4 10,801,474 $94,722,556 -$3,445,304 $8.77 64
2020 Q3 11,109,313 $89,028,428 -$2,598,593 $8.01 61
2020 Q2 11,373,098 $90,433,260 +$3,898,406 $7.95 62
2020 Q1 10,987,461 $81,343,720 -$1,805,200 $7.40 67
2019 Q4 11,392,938 $95,930,842 -$5,019,470 $8.42 63
2019 Q3 11,702,278 $97,243,778 -$4,029,765 $8.31 59
2019 Q2 12,192,307 $99,356,686 -$7,951,048 $8.15 60
2019 Q1 13,062,444 $103,198,716 -$9,348,594 $7.90 68
2018 Q4 14,334,629 $105,089,231 +$1,713,316 $7.33 70
2018 Q3 13,832,061 $106,584,391 -$6,059,851 $7.76 67
2018 Q2 14,598,667 $115,778,741 +$451,714 $7.93 63
2018 Q1 14,554,827 $118,175,902 -$1,208,180 $8.12 61
2017 Q4 14,718,827 $124,809,332 -$10,714,579 $8.48 60
2017 Q3 15,916,015 $138,008,384 -$11,875,470 $8.67 56
2017 Q2 17,262,032 $149,140,376 -$7,707,311 $8.64 57
2017 Q1 18,156,983 $156,209,536 -$7,952,563 $8.61 59
2016 Q4 19,083,551 $162,591,911 -$4,192,219 $8.52 63
2016 Q3 19,560,830 $168,968,315 -$1,486,651 $8.64 66
2016 Q2 19,732,974 $166,876,316 -$12,802,251 $8.47 62
2016 Q1 21,238,446 $170,353,479 -$9,615,260 $8.13 62
2015 Q4 21,854,035 $166,535,971 +$1,274,277 $7.62 65
2015 Q3 21,652,409 $167,811,012 -$152,070 $7.75 58
2015 Q2 21,665,212 $183,510,310 +$5,761,967 $8.47 59
2015 Q1 20,683,271 $182,012,092 +$5,653,673 $8.80 60
2014 Q4 20,092,734 $184,649,799 -$6,577,121 $9.19 61
2014 Q3 19,423,325 $172,092,849 +$3,028,687 $8.86 64
2014 Q2 19,076,455 $176,219,240 +$13,022,394 $9.24 69
2014 Q1 17,720,659 $161,771,586 +$12,940,391 $9.13 62
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