# MFS CHARTER INCOME TR (MCR)

> Institutional ownership reported to the SEC as of Q1 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MCR/

- Reporting holders: 65
- Reported value: $105.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $108.7M | 108,740 | 0.0% | 18 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $46.5M | 7,677,944 | 0.0% | 34 |
| [SIT INVESTMENT ASSOCIATES INC](https://holderbook.com/funds/769317-sit-investment-associates-inc/) | $24.8M | 4,097,943 | 0.5% | 30 |
| [Allspring Global Investments Holdings, LLC](https://holderbook.com/funds/1890906-allspring-global-investments-holdings-llc/) | $8.3M | 1,362,242 | 0.0% | 17 |
| [Shaker Financial Services, LLC](https://holderbook.com/funds/1511794-shaker-financial-services-llc/) | $3.2M | 533,655 | 1.1% | 19 |
| [Invesco Ltd.](https://holderbook.com/funds/914208-invesco-ltd/) | $3.0M | 489,516 | 0.0% | 30 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $2.5M | 419,940 | 0.0% | 30 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.3M | 381,610 | 0.0% | 30 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1447578-rivernorth-capital-management-llc/) | $1.9M | 309,031 | 0.1% | 1 |
| [RIVERBRIDGE PARTNERS LLC](https://holderbook.com/funds/1112325-riverbridge-partners-llc/) | $1.3M | 207,236 | 0.0% | 7 |
| [Pathstone Holdings, LLC](https://holderbook.com/funds/2011612-pathstone-holdings-llc/) | $876.9K | 144,700 | 0.0% | 9 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $823.6K | 135,913 | 0.0% | 30 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $778.5K | 128,467 | 0.0% | 23 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $711.8K | 117,463 | 0.0% | 6 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $680.6K | 112,309 | 0.0% | 30 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $676.0K | 111,537 | 0.0% | 30 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $669.3K | 110,446 | 0.0% | 30 |
| [ASHTON THOMAS SECURITIES, LLC](https://holderbook.com/funds/771572-ashton-thomas-securities-llc/) | $585.7K | 96,650 | 0.1% | 8 |
| [Logan Stone Capital, LLC](https://holderbook.com/funds/1535521-logan-stone-capital-llc/) | $538.6K | 88,880 | 0.1% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $520.5K | 85,892 | 0.0% | 25 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $475.0K | 78,375 | 0.0% | 30 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $461.8K | 76,200 | 0.0% | 30 |
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $449.0K | 74,063 | 0.0% | 3 |
| [Fortitude Advisory Group L.L.C.](https://holderbook.com/funds/1928999-fortitude-advisory-group-l-l-c/) | $346.7K | 57,217 | 0.2% | 18 |
| [Stonebridge Financial Planning Group, LLC](https://holderbook.com/funds/1802494-stonebridge-financial-planning-group-llc/) | $310.0K | 51,149 | 0.1% | 26 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2026 | 65 | $105.9M |
| Q4 2025 | 64 | $108.3M |
| Q3 2025 | 59 | $109.7M |
| Q2 2025 | 58 | $105.1M |
| Q1 2025 | 58 | $101.0M |
| Q4 2024 | 61 | $101.0M |
| Q3 2024 | 56 | $99.1M |
| Q2 2024 | 61 | $91.1M |
| Q1 2024 | 66 | $193.6M |
| Q4 2023 | 58 | $142.2M |
| Q3 2023 | 64 | $79.8M |
| Q2 2023 | 61 | $84.2M |