MFS Charter Income TrustXMCRX
13F holders, Q1 2026 (March 31)66holders +2
9new positions
4sold out
1famous investor
$6.06avg. 13F price*
At the end of Q1 2026, 66 institutions reported holding MFS Charter Income Trust (XMCRX) in their 13F filings, up 2 from Q4 2025. 9 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($46.5M), Sit Investment Associates Inc. ($24.8M) and Allspring Global Investments Holdings, LLC ($8.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MFS Charter Income Trust
- CUSIP
- 552727109
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.3M |
| Exits | 4 | $265K |
All 13F filers, Q4 2025 → Q1 2026: 852,006 shares bought and 735,206 shares sold, net +116,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Morgan Stanley | 0.00% | Reduce -5.2% | 7,677,944 | $46.5M |
| Sit Investment Associates Inc. | 0.50% | Add +2.6% | 4,097,943 | $24.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +6.8% | 1,362,242 | $8.3M |
| Shaker Financial Services, LLC | 1.13% | Add +33.1% | 533,655 | $3.2M |
| Invesco Ltd. | 0.00% | Reduce -0.7% | 489,516 | $3.0M |
| Bank of America Corp. | 0.00% | Add +2.9% | 381,610 | $2.3M |
| Rivernorth Capital Management, LLC | 0.09% | New | 309,031 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 209,970 | $1.3M |
| Riverbridge Partners LLC | 0.03% | Add +7.2% | 207,236 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Reduce -59.1% | 144,700 | $877K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 135,913 | $824K |
| Kestra Advisory Services, LLC | 0.00% | Add +26.7% | 128,467 | $779K |
| Raymond James Financial Inc. | 0.00% | Add +12.1% | 117,463 | $712K |
| UBS Group AG | 0.00% | Reduce -0.8% | 112,309 | $681K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.9% | 111,537 | $676K |
| Stifel Financial Corp. | 0.00% | Reduce -7.8% | 110,446 | $669K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.4% | 108,740 | $659K |
| Ashton Thomas Securities, LLC | 0.07% | Add +9.0% | 96,650 | $586K |
| Logan Stone Capital, LLC | 0.15% | Add +64.7% | 88,880 | $539K |
| Osaic Holdings, Inc. | 0.00% | Add +30.5% | 85,892 | $520K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.8% | 78,375 | $475K |
| LPL Financial LLC | 0.00% | Reduce -9.0% | 76,200 | $462K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.0% | 74,063 | $449K |
| Fortitude Advisory Group L.L.C. | 0.16% | No change | 57,217 | $347K |
| Stonebridge Financial Planning Group, LLC | 0.11% | Add +0.5% | 51,149 | $310K |
| Waverly Advisors, LLC | 0.00% | Add +28.9% | 46,809 | $284K |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.2% | 40,898 | $248K |
| CoreCap Advisors, LLC | 0.01% | Reduce -11.3% | 40,105 | $243K |
| Decision Investments, Inc. | 0.25% | Add +0.8% | 36,853 | $223K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.2% | 35,203 | $213K |
| Royal Bank of Canada | 0.00% | Reduce -6.6% | 31,942 | $194K |
| Closed-End Fund Advisors, Inc. | 0.19% | No change | 30,841 | $187K |
| Wolverine Asset Management LLC | 0.01% | Add +60.1% | 25,644 | $155K |
| Ethos Financial Group, LLC | 0.01% | No change | 21,729 | $136K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 21,366 | $129K |
| Valley Brook Capital Group, Inc. | 0.08% | Reduce -5.8% | 19,650 | $119K |
| Citadel Advisors | 0.00% | New | 17,773 | $108K |
| Creative Planning | 0.00% | New | 16,046 | $97K |
| Cetera Investment Advisers | 0.00% | Reduce -23.3% | 13,289 | $81K |
| Evolve Private Wealth, LLC | 0.00% | New | 13,000 | $79K |
| Jane Street Group, LLC | 0.00% | New | 12,382 | $75K |
| B. Riley Wealth Advisors, Inc. | 0.00% | No change | 12,608 | $74K |
| Philadelphia Trust Co. | 0.01% | No change | 12,000 | $73K |
| Mariner, LLC | 0.00% | Reduce -1.1% | 11,740 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 11,329 | $68K |
| Wedbush Securities Inc. | 0.00% | No change | 10,809 | $66K |
| Larson Financial Group LLC | 0.00% | No change | 4,413 | $27K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -22.2% | 3,662 | $22K |
| IFG Advisory, LLC | 0.06% | New | 3,500 | $21K |
| Allworth Financial LP | 0.00% | No change | 3,486 | $21K |
| Fifth Third Bancorp | 0.00% | New | 3,402 | $21K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 2,826 | $17K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,802 | $17K |
| WPG Advisers, LLC | 0.01% | Add +8.5% | 2,289 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,225 | $13K |
| US Bancorp \de | 0.00% | New | 2,107 | $13K |
| Advisory Services Network, LLC | 0.00% | New | 1,148 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,046 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,020 | $6K |
| First Horizon Corp. | 0.00% | No change | 882 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 563 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 500 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 474 | $3K |
| MAI Capital Management | 0.00% | No change | 281 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 285 | $2K |
| Key Financial Inc | 0.00% | No change | 228 | $1K |
"% of holder's portfolio" is XMCRX's weight in each manager's 13F, not the share of MFS Charter Income Trust the manager owns.