MFS Charter Income Trust
MCRDelisted Jun 22, 2026- SEC CIK
- 0000851170
MFS Charter Income Trust was delisted on Jun 22, 2026; its insiders filed their last Form 4 on Aug 11, 2026; 66 institutions reported holding it in 13F filings for Q1 2026, worth $105.2M in total; no superinvestor held it.
Holders of 5% or more of MCR
Holders whose latest Schedule 13D or 13G filing reports 5% or more of MFS Charter Income Trust, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 13D | 9.80%4.10M shares | +3.90 ppfrom 5.90% | Feb 12, 20214 filings | Feb 24, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
12 Schedule 13D and 13G filings on MFS Charter Income Trust, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Jul 8, 20265:46 PM ET | Morgan Stanleyand 1 other | 13G/A | 0.00%0 shares | −15.90 ppfrom 15.90%Below 5% | Jun 30, 2026 | SEC |
| Feb 24, 20265:16 PM ET | Sit Investment Associates Incand 1 other | 13D | 9.80%4.10M shares | +3.90 ppfrom 5.90% | Feb 24, 2026 | SEC |
| Aug 6, 20252:04 PM ET | Morgan Stanleyand 1 other | 13G/A | 15.90%6.68M shares | – | Jun 30, 2025 | SEC |
| Apr 2, 20255:35 PM ET | Sit Investment Associates Incand 1 other | 13G | 5.90%2.45M shares | – | Mar 31, 2025 | SEC |
| Feb 9, 20249:45 AM ET | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Feb 10, 202310:55 AM ET | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Feb 10, 202310:44 AM ET | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Feb 10, 20223:12 PM ET | Morgan Stanley | 13GOld format | – | – | – | SEC |
| Jan 7, 20224:43 PM ET | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| May 7, 2021 | Sit Investment Associates Inc | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2021 | Sit Investment Associates Inc | 13GOld format | – | New | – | SEC |
| Feb 11, 20212:08 PM ET | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell MFS Charter Income Trust shares.
No Form 144 notices for MFS Charter Income Trust are on file.