Latest Period
Q1 2026
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
Institutions Reporting
66
Shares (Excl. Options)
17,366,303
Price
$6.06
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- Security type / class
- Equity / Common Stock
- Symbol
- MCR on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 17,366,303
- Total 13F value
- $105,242,097
- Portfolio coverage rank
- 0%
- Share change
- +116,800
- Value change
- +$698,906
- Number of holders
- 66
- Shares outstanding
- 41,815,745
- SEC-reported price per share
- $6.02
Latest holder snapshot
5 signals
Issuer context
Who this page is about.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MCR - MFS CHARTER INCOME TRUST - Common Stock is tracked under CUSIP 552727109.
- 66 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 64 to 66 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $108,342,887 to $105,242,097.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 66 institutions filings for Q1 2026.
Security key
552727109
Latest holder period
Q1 2026
13F holders
66
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
MCR full holder history
MFS CHARTER INCOME TRUST SEC filings
MFS CHARTER INCOME TRUST insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 552727109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
MCR
| 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 Mar 2026, 66 institutional investors reported holding 17,366,303 shares of MFS CHARTER INCOME TRUST - Common Stock (MCR). This represents 42% of the company’s total 41,815,745 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
40%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 18% | 7,677,944 | -5.2% | 0% | $46,528,350 |
| SIT INVESTMENT ASSOCIATES INC | 9.8% | 4,097,943 | +2.6% | 0.5% | $24,834,000 |
| Allspring Global Investments Holdings, LLC | 3.3% | 1,362,242 | +6.8% | 0.01% | $8,255,187 |
| Shaker Financial Services, LLC | 1.3% | 533,655 | +33% | 1.1% | $3,233,950 |
| Invesco Ltd. | 1.2% | 489,516 | -0.72% | 0% | $2,966,467 |
| BANK OF AMERICA CORP /DE/ | 0.91% | 381,610 | +2.9% | 0% | $2,312,558 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.74% | 309,031 | 0.09% | $1,872,728 | |
| WELLS FARGO & COMPANY/MN | 0.5% | 209,970 | -0.41% | 0% | $1,272,416 |
| RIVERBRIDGE PARTNERS LLC | 0.5% | 207,236 | +7.2% | 0.03% | $1,255,853 |
| Pathstone Holdings, LLC | 0.35% | 144,700 | -59% | 0% | $876,885 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.33% | 135,913 | +0.25% | 0% | $823,634 |
| Kestra Advisory Services, LLC | 0.31% | 128,467 | +27% | 0% | $778,511 |
| RAYMOND JAMES FINANCIAL INC | 0.28% | 117,463 | +12% | 0% | $711,826 |
| UBS Group AG | 0.27% | 112,309 | -0.8% | 0% | $680,593 |
| Cambridge Investment Research Advisors, Inc. | 0.27% | 111,537 | -4.9% | 0% | $676,000 |
| STIFEL FINANCIAL CORP | 0.26% | 110,446 | -7.8% | 0% | $669,301 |
| NewEdge Advisors, LLC | 0.26% | 108,740 | -3.4% | 0% | $658,964 |
| ASHTON THOMAS SECURITIES, LLC | 0.23% | 96,650 | +9% | 0.07% | $585,699 |
| Logan Stone Capital, LLC | 0.21% | 88,880 | +65% | 0.15% | $538,613 |
| OSAIC HOLDINGS, INC. | 0.21% | 85,892 | +31% | 0% | $520,498 |
| HighTower Advisors, LLC | 0.19% | 78,375 | -6.8% | 0% | $474,953 |
| LPL Financial LLC | 0.18% | 76,200 | -9% | 0% | $461,774 |
| Janney Montgomery Scott LLC | 0.18% | 74,063 | -0.03% | 0% | $449,000 |
| Fortitude Advisory Group L.L.C. | 0.14% | 57,217 | 0% | 0.16% | $346,736 |
| Stonebridge Financial Planning Group, LLC | 0.12% | 51,149 | +0.5% | 0.11% | $309,960 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 17,366,303 | $105,242,097 | +$698,906 | $6.06 | 66 |
| 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 |