MCR
MFS CHARTER INCOME TR
Institutional Ownership · Q4 2025
Filing: Q4 2025MFS CHARTER INCOME TR (MCR) is held by 59 institutional investors with combined holdings of $104M. Major holders include MORGAN STANLEY (MS, MS-P, SIT INVESTMENT ASSOCIATES, Allspring Global Investme.
Institutional Holders
59
Total Value
$104.3M
Ownership %
39.9%
🏦 Top Institutional Holders
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
8.1M shares
$50.8M
19.43% ownership
SIT INVESTMENT ASSOCIATES INC
4.0M shares
$25.0M
9.58% ownership
Allspring Global Investments Holdings, LLC
1.3M shares
$8.0M
3.06% ownership
Invesco Ltd. (IVZ)
493.1K shares
$3.1M
1.18% ownership
Shaker Financial Services, LLC
400.8K shares
$2.5M
0.96% ownership