MFS Charter Income Trust

Historical 13F Holders

Symbol
MCR
CUSIP
552727109
All holders as of
Q1 2026
Type
Equity
Class
SH BEN INT
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 552727109 since 12/18/2024, newest first.

Filer % of Class Filed
Morgan Stanley 13G/A Amendment 19
0% 7/8/2026
Event 6/30/2026
Sit Investment Associates Inc 13D
9.8% 2/24/2026
Event 2/24/2026
Morgan Stanley 13G/A Amendment 18
15.9% 8/6/2025
Event 6/30/2025
Sit Investment Associates, Inc. 13G
5.9% 4/2/2025
Event 3/31/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q1 66 17.4 M $105 M
2025 Q4 64 17.3 M $108 M
2025 Q3 60 17.1 M $110 M
2025 Q2 60 16.5 M $105 M
2025 Q1 61 16.1 M $101 M
2024 Q4 63 15.8 M $101 M
2024 Q3 59 15.2 M $111 M
2024 Q2 65 22.7 M $148 M
2024 Q1 70 30.5 M $194 M
2023 Q4 61 22.0 M $142 M
2023 Q3 66 13.7 M $79.9 M
2023 Q2 63 13.4 M $84.3 M
2023 Q1 60 12.8 M $80.3 M
2022 Q4 75 13.0 M $80.1 M
2022 Q3 71 13.0 M $77.3 M
2022 Q2 67 12.4 M $78.4 M
2022 Q1 64 12.1 M $88.6 M
2021 Q4 64 11.9 M $102 M
2021 Q3 67 12.1 M $104 M
2021 Q2 65 12.5 M $114 M
2021 Q1 67 12.9 M $110 M
2020 Q4 65 10.8 M $94.9 M
2020 Q3 63 11.1 M $89.2 M
2020 Q2 63 11.4 M $90.6 M
2020 Q1 69 11.0 M $81.5 M
2019 Q4 67 11.4 M $96.1 M
2019 Q3 63 11.7 M $97.4 M
2019 Q2 63 12.2 M $99.5 M
2019 Q1 71 13.1 M $103 M
2018 Q4 76 14.4 M $105 M
2018 Q3 69 13.9 M $107 M
2018 Q2 66 14.6 M $116 M
2018 Q1 62 14.6 M $118 M
2017 Q4 61 14.7 M $125 M
2017 Q3 58 15.9 M $138 M
2017 Q2 59 17.3 M $149 M
2017 Q1 63 21.9 M $188 M
2016 Q4 66 22.3 M $190 M
2016 Q3 69 19.6 M $175 M
2016 Q2 64 19.8 M $167 M
2016 Q1 66 21.3 M $171 M
2015 Q4 68 21.9 M $167 M
2015 Q3 62 21.7 M $168 M
2015 Q2 63 21.8 M $185 M
2015 Q1 63 20.7 M $182 M
2014 Q4 63 20.1 M $185 M
2014 Q3 67 19.5 M $173 M
2014 Q2 72 19.1 M $176 M
2014 Q1 65 17.7 M $162 M