MFS Charter Income TrustXMCRX
13F holders, Q3 2025 (September 30)59holders +1
6new positions
6sold out
$6.42avg. 13F price*
At the end of Q3 2025, 59 institutions reported holding MFS Charter Income Trust (XMCRX) in their 13F filings, up 1 from Q2 2025. 6 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($51.8M), Sit Investment Associates Inc. ($22.1M) and Allspring Global Investments Holdings, LLC ($8.2M).
- Company
- MFS Charter Income Trust
- CUSIP
- 552727109
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $966K |
| Exits | 6 | $508K |
All 13F filers, Q2 2025 → Q3 2025: 1,082,523 shares bought and 496,295 shares sold, net +586,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Morgan Stanley | 0.00% | Reduce -0.5% | 8,063,898 | $51.8M |
| Sit Investment Associates Inc. | 0.45% | Add +22.0% | 3,435,877 | $22.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -20.2% | 1,275,051 | $8.2M |
| Invesco Ltd. | 0.00% | Add +1.4% | 524,967 | $3.4M |
| GraniteShares Advisors LLC | 1.79% | Add +9.7% | 480,950 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +15.0% | 441,296 | $2.8M |
| Shaker Financial Services, LLC | 0.83% | Add +10.2% | 376,312 | $2.4M |
| Bank of America Corp. | 0.00% | Add +7.7% | 360,634 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +34.4% | 187,348 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +5.0% | 164,498 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -10.6% | 141,079 | $906K |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 134,310 | $862K |
| UBS Group AG | 0.00% | Add +36.1% | 122,116 | $784K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.0% | 118,950 | $764K |
| NewEdge Advisors, LLC | 0.00% | Add +3.5% | 116,540 | $748K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 109,507 | $703K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.8% | 107,630 | $691K |
| Riverbridge Partners LLC | 0.01% | Add +2.3% | 101,795 | $654K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.2% | 98,716 | $634K |
| Janney Montgomery Scott LLC | 0.00% | New | 73,988 | $475K |
| Osaic Holdings, Inc. | 0.00% | Add +2.4% | 72,811 | $466K |
| Ashton Thomas Securities, LLC | 0.06% | Add +28.0% | 68,650 | $409K |
| Fortitude Advisory Group L.L.C. | 0.20% | No change | 57,217 | $367K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Reduce -4.5% | 50,797 | $326K |
| CoreCap Advisors, LLC | 0.01% | No change | 42,125 | $270K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.3% | 36,141 | $232K |
| Benjamin Edwards Inc. | 0.00% | New | 35,749 | $230K |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 27,283 | $175K |
| Valley Brook Capital Group, Inc. | 0.10% | No change | 23,850 | $153K |
| Ethos Financial Group, LLC | 0.01% | Reduce -10.8% | 21,950 | $141K |
| Bard Financial Services, Inc. | 0.02% | No change | 21,500 | $138K |
| Readystate Asset Management LP | 0.01% | Add +6.4% | 20,824 | $134K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -38.3% | 20,420 | $131K |
| Cetera Investment Advisers | 0.00% | New | 18,489 | $119K |
| Susquehanna International Group, LLP | 0.00% | New | 18,249 | $117K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1266.3% | 13,936 | $89K |
| Philadelphia Trust Co. | 0.01% | No change | 12,000 | $77K |
| Mariner, LLC | 0.00% | Add +0.3% | 11,898 | $76K |
| International Assets Investment Management, LLC | 0.01% | No change | 11,675 | $74K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 11,287 | $72K |
| B. Riley Wealth Advisors, Inc. | 0.00% | No change | 11,013 | $71K |
| Wedbush Securities Inc. | 0.00% | No change | 10,809 | $69K |
| Comerica Bank | 0.00% | Add +4.8% | 9,027 | $58K |
| Larson Financial Group LLC | 0.00% | No change | 4,413 | $28K |
| MAI Capital Management | 0.00% | No change | 3,911 | $25K |
| Allworth Financial LP | 0.00% | No change | 3,486 | $22K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 2,826 | $18K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,802 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,225 | $14K |
| WPG Advisers, LLC | 0.01% | No change | 2,124 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 1,148 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,046 | $7K |
| First Horizon Corp. | 0.00% | — | 882 | $6K |
| Piscataqua Savings Bank | 0.00% | No change | 563 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 500 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 474 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 300 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -80.3% | 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.