MFS CHARTER INCOME TRUST (MCR) Institutional Shareholders
MFS CHARTER INCOME TRUST (MCR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.64M in MCR holdings during the latest filing period.
First Nebraska Trust Co is currently the largest disclosed institutional shareholder of MCR tracked by InsiderSet, reporting ownership valued at approximately $1.76M in its December 31, 2003 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.20M, representing an estimated loss of -31.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MCR value among the investors covered in this analysis. Major shareholders include First Nebraska Trust Co, Pathstone Holdings, Llc, and several other long-term asset managers with concentrated positions in MFS CHARTER INCOME TRUST (MCR).
This page ranks the largest institutional MCR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$2.64M
Largest Holder
First Nebraska Trust Co
Largest Position
$1.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Nebraska Trust Co | 0.46% | 201,100 | $1,763,517 | $1,202,578 | -$560,939 | -31.81% | |
| Pathstone Holdings, Llc | 0.00% | 144,700 | $876,885 | $865,306 | -$11,579 | -1.32% |
Frequently asked questions about MCR
Who owns the most MCR stock?
The largest holders of MCR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MFS CHARTER INCOME TRUST (MCR).
Is MCR widely held by superinvestors?
Many widely followed stocks like MCR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MCR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.