Institutional Ownership
Mfs Charter Income Tr
CUSIP 552727109SH BEN INTMCRQ1 2026
Institutional Holders
66
13F filers
Shares Held
17.37M
Aggregate institutional
Institutional Value
$78.62M
Q1 2026
Net New Holders
+6
10 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased16
Decreased19
Sold out4
Institutional Holders
66 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 7.68M | $46.53M | −422.2K | Reduced |
| 2 | Allspring Global Investments Holdings, LLC | 1.36M | $8.26M | +87.2K | Added |
| 3 | Shaker Financial Services, LLC | 533.7K | $3.23M | +132.8K | Added |
| 4 | Invesco Ltd. | 489.5K | $2.97M | −3.5K | Reduced |
| 5 | Bank Of America Corp /De/ | 381.6K | $2.31M | +10.9K | Added |
| 6 | Rivernorth Capital Management, LLC | 309.0K | $1.87M | +309.0K | New |
| 7 | Wells Fargo & Company/Mn | 210.0K | $1.27M | −867 | Reduced |
| 8 | Riverbridge Partners LLC | 207.2K | $1.26M | +13.9K | Added |
| 9 | Pathstone Holdings, LLC | 144.7K | $876.9K | −209.0K | Reduced |
| 10 | Commonwealth Equity Services, LLC | 135.9K | $823.6K | +336 | Added |
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