Latest imported 13F data
MCR

MFS CHARTER INCOME TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

MFS CHARTER INCOME TR (MCR) is held by 59 institutional investors with combined holdings of $104M. Major holders include MORGAN STANLEY, SIT INVESTMENT ASSOCIATES, Allspring Global Investme.

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Institutional Holders
59
Total Value
$104.3M
Ownership %
39.9%

🏦 Top Institutional Holders

MORGAN STANLEY
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.
493.1K shares
$3.1M
1.18% ownership
Shaker Financial Services, LLC
400.8K shares
$2.5M
0.96% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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