Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / Common Stock
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Shares outstanding
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42M
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Number of holders
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5
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Total 13F shares, excl. options
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137K
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Shares change
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+1.34K
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Total reported value, excl. options
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$882K
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Value change
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+$8.83K
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Number of buys
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2
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Number of sells
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-1
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Price
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$6.42
Significant Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q3 2025
6 filings reported holding MCR - MFS CHARTER INCOME TRUST - Common Stock as of Q3 2025.
MFS CHARTER INCOME TRUST - Common Stock (MCR) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 137K shares
of 42M outstanding shares and own 0.33% of the company stock.
Largest 6 shareholders include RIVERBRIDGE PARTNERS LLC (102K shares), Bard Financial Services, Inc. (21.5K shares), Farther Finance Advisors, LLC (11.3K shares), BARTLETT & CO. WEALTH MANAGEMENT LLC (2.23K shares), ARMSTRONG ADVISORY GROUP, INC (500 shares), and CWM, LLC (0 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.