Who Owns MFS Charter Income Trust Shares of Beneficial Interest (MCR)?Hedge Fund & Institutional Holders

$6.05-0.05 (-0.82%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.10002500080008e+115T

% of Float Held

—

QoQ Change in Holders

+14 / -0

Price History

$5.89$6.06$6.23$6.40$6.57Aug 24Jun 25Mar 26

MCR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Allspring Global Investments Holdings, LLCNew Position+1.3M+$8.0M
SIT INVESTMENT ASSOCIATES INCIncreased+557K+$2.9M
Shaker Financial Services, LLCNew Position+401K+$2.5M
ASHTON THOMAS SECURITIES, LLCNew Position+89K+$555K
Fortitude Advisory Group L.L.C.New Position+57K+$358K
Logan Stone Capital, LLCNew Position+54K+$338K
CoreCap Advisors, LLCNew Position+45K+$283K
DECISION INVESTMENTS, INCNew Position+37K+$229K
BENJAMIN EDWARDS INCNew Position+35K+$221K
Closed-End Fund Advisors, Inc.New Position+31K+$193K
Ethos Financial Group, LLCNew Position+22K+$136K
Concurrent Investment Advisors, LLCNew Position+21K+$133K
Valley Brook Capital Group, Inc.New Position+21K+$130K
WOLVERINE ASSET MANAGEMENT LLCNew Position+16K+$100K
B. Riley Wealth Advisors, Inc.New Position+13K+$79K

MCR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Invesco Ltd.Decreased-32K-$3.4B
Pathstone Holdings, LLCDecreased-88K-$2.8B
STIFEL FINANCIAL CORPDecreased-45K-$1.1B
LPL Financial LLCDecreased-51K-$862.3M
UBS Group AGDecreased-9K-$783.3M
NewEdge Advisors, LLCDecreased-4K-$748.2M
RAYMOND JAMES FINANCIAL INCDecreased-5K-$703.0M
Kestra Advisory Services, LLCDecreased-6K-$691.0M
HighTower Advisors, LLCDecreased-15K-$633.8M
OSAIC HOLDINGS, INC.Decreased-7K-$465.5M
READYSTATE ASSET MANAGEMENT LPDecreased-2K-$133.6M
Cetera Investment AdvisersDecreased-1K-$118.7M
Steward Partners Investment Advisory, LLCDecreased-13K-$89.5M
Mariner, LLCDecreased-23-$76.4M
COMERICA BANKDecreased-261-$57.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY6,626,598$41.0M0.00%Share
2SIT INVESTMENT ASSOCIATES INC3,993,082$25.0M0.50%Share
3MORGAN STANLEY1,301,926$8.0M0.00%Share
4Allspring Global Investments Holdings, LLC1,275,051$8.0M0.01%Share
5Invesco Ltd.493,060$3.1M0.00%Share
6Shaker Financial Services, LLC400,838$2.5M0.80%Share
7BANK OF AMERICA CORP /DE/370,741$2.0M0.00%Share
8Pathstone Holdings, LLC352,609$2.0M0.01%Share
9RIVERBRIDGE PARTNERS LLC193,336$1.2M0.02%Share
10WELLS FARGO & COMPANY/MN165,181$1.0M0.00%Share
11MORGAN STANLEY170,410$1.0M0.00%Share
12UBS Group AG107,697$675K0.00%Share
13ASHTON THOMAS SECURITIES, LLC88,650$555K0.11%Share
14Fortitude Advisory Group L.L.C.57,217$358K0.15%Share
15Logan Stone Capital, LLC53,958$338K0.08%Share
16Stonebridge Financial Planning Group, LLC50,892$319K0.12%Share
17CoreCap Advisors, LLC45,225$283K0.01%Share
18DECISION INVESTMENTS, INC36,553$229K0.25%Share
19BENJAMIN EDWARDS INC35,266$221K0.00%Share
20Closed-End Fund Advisors, Inc.30,841$193K0.11%Share
21Ethos Financial Group, LLC21,729$136K0.01%Share
22Concurrent Investment Advisors, LLC21,366$133K0.00%Share
23Valley Brook Capital Group, Inc.20,850$130K0.09%Share
24READYSTATE ASSET MANAGEMENT LP18,507$116K0.00%Share
25WOLVERINE ASSET MANAGEMENT LLC16,018$100K0.00%Share
26B. Riley Wealth Advisors, Inc.12,608$79K0.00%Share
27PHILADELPHIA TRUST CO12,000$75K0.01%Share
28Farther Finance Advisors, LLC11,318$70K0.00%Share
29COMERICA BANK8,766$54K0.00%Share
30LANDSCAPE CAPITAL MANAGEMENT, L.L.C.6,032$37K0.00%Share
31UBS Group AG5,513$34K0.00%Share
32Allworth Financial LP3,486$21K0.00%Share
33LANDSCAPE CAPITAL MANAGEMENT, L.L.C.3,296$20K0.00%Share
34Vermillion Wealth Management, Inc.2,826$17K0.01%Share
35LANDSCAPE CAPITAL MANAGEMENT, L.L.C.2,262$14K0.00%Share
36WPG Advisers, LLC2,109$13K0.01%Share
37BARTLETT & CO. WEALTH MANAGEMENT LLC2,225$13K0.00%Share
38CREATIVE FINANCIAL DESIGNS INC /ADV1,046$6K0.00%Share
39FIRST HORIZON CORP882$5K0.00%Share
40Piscataqua Savings Bank563$3K0.00%Share
41ARMSTRONG ADVISORY GROUP, INC500$3K0.00%Share
42Key FInancial Inc228$1K0.00%Share
43SUSQUEHANNA INTERNATIONAL GROUP, LLP51,228$00.00%Share
44COMMONWEALTH EQUITY SERVICES, LLC135,577$00.00%Share
45MAI Capital Management281$00.00%Share
46Pinnacle Wealth Planning Services, Inc.4,705$00.00%Share
47Kestra Advisory Services, LLC101,376$00.00%Share
48OSAIC HOLDINGS, INC.65,802$00.00%Share
49Pathstone Holdings, LLC1,071$00.00%Share
50Janney Montgomery Scott LLC74,088$00.00%Share

MCR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202564$99.1M+25
Q3 202539$69.3B-16
Q2 202555$33.2B-2
Q1 202557$83.6B+1
Q4 202456$1.0T+15
Q3 202441$62.9T-6
Q2 202447$60.4T+1
Q1 202446$61.5T—

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As of Q4 2025, 50 institutional investors hold MCR (MFS Charter Income Trust Shares of Beneficial Interest). The largest holder is MORGAN STANLEY with $41.0M in shares. This quarter, 14 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own MCR?

As of Q4 2025, 50 institutional investors report holding MCR (MFS Charter Income Trust Shares of Beneficial Interest) in their 13F filings.

Who is the largest institutional holder of MCR?

The largest institutional holder of MCR is MORGAN STANLEY with $41.0M in shares.

Is institutional ownership of MCR increasing or decreasing?

This quarter, 14 institutions opened new positions in MCR and 0 closed their positions.