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MCR

Mfs Charter Income Trust
$6.52 +0.58 (+9.76%) At close · Jun 22
Market Cap
$247.63M
Shares
41,688,435

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 66
Total Value: $105,239,762
Total Shares: 17,366,303

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 66 13F filers · Δ vs Dec 31, 2025
Top Holder
44.2%
Jun 2023 → Mar 2026 · range 44.2% – 63.5%
−2.7 pts
Top 5
81.5%
Jun 2023 → Mar 2026 · range 80.1% – 82.9%
−1.0 pts
Top 10
88.8%
Jun 2023 → Mar 2026 · range 88.0% – 90.0%
−1.1 pts
HHI
2,607
Jun 2023 → Mar 2026 · range 2,607 – 4,159
Highly concentrated−209

Quarterly Activity

vs Dec 31, 2025
New
9
Increased
17
Decreased
19
Sold Out
7
Unchanged
21
Holder count: +2
Institutional value: -2.9%
Shares held: +0.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Shaker Financial Services, LLC +132,817 533,655
Mid SIT INVESTMENT ASSOCIATES INC +104,861 4,097,943
Large Allspring Global Investments Holdings, LLC +87,191 1,362,242
Small Logan Stone Capital, LLC +34,922 88,880
Large Kestra Advisory Services, LLC +27,091 128,467

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega MORGAN STANLEY −422,232 7,677,944
Large Pathstone Holdings, LLC −208,980 144,700
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −10,330 40,898
Large STIFEL FINANCIAL CORP −9,329 110,446
Mega LPL Financial LLC −7,533 76,200

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC 309,031 $1,872,727
Mega CITADEL ADVISORS LLC 17,773 $107,704
Large Creative Planning 16,046 $97,238
Mid EVOLVE PRIVATE WEALTH, LLC 13,000 $78,780
Mega JANE STREET GROUP, LLC 12,382 $75,034

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid Global Retirement Partners, LLC 20,695 $129,757
Mid READYSTATE ASSET MANAGEMENT LP 18,507 $116,038
Mega MILLENNIUM MANAGEMENT LLC 12,114 $75,954
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 11,590 $72,667
Large COMERICA BANK 8,766 $54,962
Filter: New 9 Increased 17 Reduced 19 Sold out 7 Unchanged 21
Showing 66 of 66
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $46,528,340 44.21% 7,677,944
Mid SIT INVESTMENT ASSOCIATES INC $24,833,534 23.60% 4,097,943
Large Allspring Global Investments Holdings, LLC $8,255,186 7.84% 1,362,242
Small Shaker Financial Services, LLC $3,233,949 3.07% 533,655
Mega Invesco Ltd. $2,966,466 2.82% 489,516
Mega BANK OF AMERICA CORP /DE/ Bank $2,312,556 2.20% 381,610
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $1,872,727 1.78% 309,031
Mega WELLS FARGO & COMPANY/MN $1,272,417 1.21% 209,970
Mid RIVERBRIDGE PARTNERS LLC $1,255,850 1.19% 207,236
Large Pathstone Holdings, LLC $876,881 0.83% 144,700
Large COMMONWEALTH EQUITY SERVICES, LLC $823,632 0.78% 135,913
Large Kestra Advisory Services, LLC $778,510 0.74% 128,467
Mega RAYMOND JAMES FINANCIAL INC $711,825 0.68% 117,463
Mega UBS Group AG $680,591 0.65% 112,309
Large Cambridge Investment Research Advisors, Inc. $675,914 0.64% 111,537
Large STIFEL FINANCIAL CORP $669,302 0.64% 110,446
Large NewEdge Advisors, LLC $658,964 0.63% 108,740
Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer $585,699 0.56% 96,650
Small Logan Stone Capital, LLC $538,612 0.51% 88,880
Large OSAIC HOLDINGS, INC. $520,505 0.49% 85,892
Large HighTower Advisors, LLC $474,952 0.45% 78,375
Mega LPL Financial LLC $461,772 0.44% 76,200
Large Janney Montgomery Scott LLC $448,821 0.43% 74,063
Small Fortitude Advisory Group L.L.C. $346,735 0.33% 57,217
Micro Stonebridge Financial Planning Group, LLC $309,962 0.29% 51,149
Mid Waverly Advisors, LLC $283,662 0.27% 46,809
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $247,841 0.24% 40,898
Small CoreCap Advisors, LLC $243,036 0.23% 40,105
Micro DECISION INVESTMENTS, INC $223,329 0.21% 36,853
Mid BENJAMIN EDWARDS INC $213,330 0.20% 35,203
Mega ROYAL BANK OF CANADA Bank $193,568 0.18% 31,942
Micro Closed-End Fund Advisors, Inc. $186,896 0.18% 30,841
Mid WOLVERINE ASSET MANAGEMENT LLC $155,402 0.15% 25,644
Small Ethos Financial Group, LLC $131,677 0.13% 21,729
Mid Concurrent Investment Advisors, LLC $129,477 0.12% 21,366
Small Valley Brook Capital Group, Inc. $119,079 0.11% 19,650
Mega CITADEL ADVISORS LLC $107,704 0.10% 17,773
Large Creative Planning $97,238 0.09% 16,046
Large Cetera Investment Advisers $80,531 0.08% 13,289
Mid EVOLVE PRIVATE WEALTH, LLC $78,780 0.07% 13,000
Mid B. Riley Wealth Advisors, Inc. $76,404 0.07% 12,608
Mega JANE STREET GROUP, LLC $75,034 0.07% 12,382
Mid PHILADELPHIA TRUST CO Bank $72,720 0.07% 12,000
Large Mariner, LLC $71,144 0.07% 11,740
Mid Farther Finance Advisors, LLC $68,653 0.07% 11,329
Mid WEDBUSH SECURITIES INC Broker-Dealer $65,502 0.06% 10,809
Mid Larson Financial Group LLC $26,742 0.03% 4,413
Small Pinnacle Wealth Planning Services, Inc. $22,191 0.02% 3,662
Micro IFG Advisory, LLC $21,210 0.02% 3,500
Mid Allworth Financial LP $21,125 0.02% 3,486
Large FIFTH THIRD BANCORP Bank $20,616 0.02% 3,402
Micro Vermillion Wealth Management, Inc. $17,125 0.02% 2,826
Large Rockefeller Capital Management L.P. $16,980 0.02% 2,802
Micro WPG Advisers, LLC $13,871 0.01% 2,289
Mid BARTLETT & CO. WEALTH MANAGEMENT LLC $13,483 0.01% 2,225
Large US BANCORP \DE\ Bank $12,768 0.01% 2,107
Mid Advisory Services Network, LLC $6,956 0.01% 1,148
Small CREATIVE FINANCIAL DESIGNS INC /ADV $6,338 0.01% 1,046
Large Steward Partners Investment Advisory, LLC $6,181 0.01% 1,020
Mid FIRST HORIZON CORP $5,344 0.01% 882
Small Piscataqua Savings Bank Bank $3,411 0.00% 563
Small ARMSTRONG ADVISORY GROUP, INC $3,030 0.00% 500
Mega PNC FINANCIAL SERVICES GROUP, INC. $2,872 0.00% 474
Mega JPMORGAN CHASE & CO $1,727 0.00% 285
Mid MAI Capital Management $1,702 0.00% 281
Small Key Financial Inc $1,381 0.00% 228
Key facts CIK 851170 CUSIP 552727109 13F (30d) 17 filings 2 filers Visit website Investor relations

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