MFS CHARTER INCOME TRUST - Common Stock (MCR)

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / Common Stock
Shares outstanding
41,988,101
Number of holders
59
Total 13F shares, excl. options
17,090,375
Shares change
+586,228
Total reported value, excl. options
$109,685,125
Value change
+$3,761,954
Number of buys
25
Number of sells
-19
Price
$6.42

Significant Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q3 2025

65 filings reported holding MCR - MFS CHARTER INCOME TRUST - Common Stock as of Q3 2025.
MFS CHARTER INCOME TRUST - Common Stock (MCR) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 17,090,375 shares of 41,988,101 outstanding shares and own 41% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (8,063,898 shares), SIT INVESTMENT ASSOCIATES INC (3,435,877 shares), Allspring Global Investments Holdings, LLC (1,275,051 shares), Invesco Ltd. (524,967 shares), GraniteShares Advisors LLC (480,950 shares), Pathstone Holdings, LLC (441,296 shares), Shaker Financial Services, LLC (376,312 shares), BANK OF AMERICA CORP /DE/ (360,634 shares), COMMONWEALTH EQUITY SERVICES, LLC (187,348 shares), and STIFEL FINANCIAL CORP (164,498 shares).
This table shows the top 59 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.