MFS Charter Income TrustXMCRX
13F holders, Q4 2025 (December 31)64holders +5
7new positions
3sold out
1famous investor
$6.27avg. 13F price*
At the end of Q4 2025, 64 institutions reported holding MFS Charter Income Trust (XMCRX) in their 13F filings, up 5 from Q3 2025. 7 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($50.8M), Sit Investment Associates Inc. ($25.0M) and Allspring Global Investments Holdings, LLC ($8.0M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- MFS Charter Income Trust
- CUSIP
- 552727109
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $747K |
| Exits | 3 | $3.2M |
All 13F filers, Q3 2025 → Q4 2025: 974,498 shares bought and 831,503 shares sold, net +142,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Morgan Stanley | 0.00% | Add +0.5% | 8,100,176 | $50.8M |
| Sit Investment Associates Inc. | 0.49% | Add +16.2% | 3,993,082 | $25.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 1,275,051 | $8.0M |
| Invesco Ltd. | 0.00% | Reduce -6.1% | 493,060 | $3.1M |
| Shaker Financial Services, LLC | 0.80% | Add +6.5% | 400,838 | $2.5M |
| Bank of America Corp. | 0.00% | Add +2.8% | 370,741 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -19.9% | 353,680 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +49.5% | 210,837 | $1.3M |
| Riverbridge Partners LLC | 0.02% | Add +89.9% | 193,336 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.6% | 135,577 | $850K |
| Stifel Financial Corp. | 0.00% | Reduce -27.2% | 119,775 | $751K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 117,318 | $736K |
| UBS Group AG | 0.00% | Reduce -7.3% | 113,210 | $710K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.4% | 112,540 | $706K |
| Raymond James Financial Inc. | 0.00% | Reduce -4.3% | 104,798 | $657K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.8% | 101,376 | $636K |
| Ashton Thomas Securities, LLC | 0.11% | Add +29.1% | 88,650 | $556K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.8% | 84,120 | $527K |
| LPL Financial LLC | 0.00% | Reduce -37.7% | 83,733 | $525K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 74,088 | $465K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.6% | 65,802 | $413K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 57,217 | $359K |
| Logan Stone Capital, LLC | 0.08% | New | 53,958 | $338K |
| Susquehanna International Group, LLP | 0.00% | Add +180.7% | 51,228 | $321K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Add +0.2% | 50,892 | $319K |
| CoreCap Advisors, LLC | 0.01% | Add +7.4% | 45,225 | $284K |
| Decision Investments, Inc. | 0.25% | — | 36,553 | $229K |
| Waverly Advisors, LLC | 0.00% | Add +0.5% | 36,308 | $228K |
| Benjamin Edwards Inc. | 0.00% | Reduce -1.4% | 35,266 | $221K |
| Royal Bank of Canada | 0.00% | Add +25.3% | 34,186 | $215K |
| Closed-End Fund Advisors, Inc. | 0.11% | — | 30,841 | $193K |
| Ethos Financial Group, LLC | 0.01% | Reduce -1.0% | 21,729 | $136K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +4.6% | 21,366 | $134K |
| Valley Brook Capital Group, Inc. | 0.09% | Reduce -12.6% | 20,850 | $131K |
| Global Retirement Partners, LLC | 0.00% | New | 20,695 | $130K |
| Readystate Asset Management LP | 0.01% | Reduce -11.1% | 18,507 | $116K |
| Cetera Investment Advisers | 0.00% | Reduce -6.3% | 17,325 | $109K |
| Wolverine Asset Management LLC | 0.01% | New | 16,018 | $100K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +14.5% | 12,608 | $79K |
| Millennium Management | 0.00% | New | 12,114 | $76K |
| Philadelphia Trust Co. | 0.01% | No change | 12,000 | $75K |
| Mariner, LLC | 0.00% | Reduce -0.2% | 11,875 | $74K |
| Landscape Capital Management, L.L.C. | 0.00% | New | 11,590 | $73K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 11,318 | $71K |
| Wedbush Securities Inc. | 0.00% | No change | 10,809 | $68K |
| Comerica Bank | 0.00% | Reduce -2.9% | 8,766 | $55K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 4,705 | $30K |
| Larson Financial Group LLC | 0.00% | No change | 4,413 | $28K |
| 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% | No change | 2,802 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,225 | $14K |
| WPG Advisers, LLC | 0.01% | Reduce -0.7% | 2,109 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,046 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -92.7% | 1,020 | $6K |
| First Horizon Corp. | 0.00% | No change | 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% | No change | 285 | $2K |
| MAI Capital Management | 0.00% | Reduce -92.8% | 281 | $2K |
| Key Financial Inc | 0.00% | No change | 228 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 87 | $546 |
"% of holder's portfolio" is XMCRX's weight in each manager's 13F, not the share of MFS Charter Income Trust the manager owns.