Institutional Ownership
Mfs Charter Income Tr
CUSIP 552727109SH BEN INTMCRQ1 2026
13D / 13G Filings
12
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
15.9%
Max % of class reported
Institutional Holders
66
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
12 filings · latest Feb 24, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 24, 2026 | Sit Investment Associates Inc | 13D | 9.8% | — | SEC |
| 2 | Aug 6, 2025 | Morgan Stanley | 13G/A | 15.9% | 6.68M | SEC |
| 3 | Apr 2, 2025 | Sit Investment Associates, Inc. | 13G | 5.9% | 2.45M | SEC |
| 4 | Feb 9, 2024 | Morgan Stanley | 13G/A | 14.9% | 6.45M | SEC |
| 5 | Feb 10, 2023 | Morgan Stanley | 13G/A | 4.9% | 2.16M | SEC |
| 6 | Feb 10, 2023 | Morgan Stanley | 13G/A | 13.0% | 5.75M | SEC |
| 7 | Feb 10, 2022 | Morgan Stanley | 13G | 6.8% | 3.02M | SEC |
| 8 | Jan 7, 2022 | Morgan Stanley | 13G/A | 10.4% | 4.63M | SEC |
| 9 | May 7, 2021 | Sit Investment Associates Inc | 13G/A | 4.9% | 2.17M | SEC |
| 10 | Feb 12, 2021 | Sit Investment Associates Inc | 13G | 5.9% | 2.60M | SEC |
2 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Mfs Charter Income Tr.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 7.68M | $46.53M |
| 2 | Allspring Global Investments Holdings, LLC | 1.36M | $8.26M |
| 3 | Shaker Financial Services, LLC | 533.7K | $3.23M |
| 4 | Invesco Ltd. | 489.5K | $2.97M |
| 5 | Bank Of America Corp /De/ | 381.6K | $2.31M |
| 6 | Rivernorth Capital Management, LLC | 309.0K | $1.87M |
| 7 | Wells Fargo & Company/Mn | 210.0K | $1.27M |
| 8 | Riverbridge Partners LLC | 207.2K | $1.26M |
| 9 | Pathstone Holdings, LLC | 144.7K | $876.9K |
| 10 | Commonwealth Equity Services, LLC | 135.9K | $823.6K |