# MFS CHARTER INCOME TR SH BEN INT

MFS CHARTER INCOME TR SH BEN INT is a security (CUSIP 552727109) tracked across SEC portfolio filings. 41 institutional managers reported $67.2M on Form 13F as of 2026-03-31.

## Summary

- Issuer: MFS CHARTER INCOME TR
- Class: SH BEN INT
- CUSIP: 552727109
- 13F holders: 41
- 13F value: $67.2M
- 13F period: 2026-03-31
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 41 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $46.5M | 7,677,944 |
| Allspring Global Investments Holdings, LLC | CHARLOTTE, NC | $8.3M | 1,362,242 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $2.3M | 381,610 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/122020) | WEST PALM BEACH, FL | $1.9M | 309,031 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $1.3M | 209,970 |
| Pathstone Holdings, LLC | ENGLEWOOD, NJ | $877K | 144,700 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $712K | 117,463 |
| UBS Group AG | Zurich, V8 | $681K | 112,309 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $669K | 110,446 |
| NewEdge Advisors, LLC | New Orleans, LA | $659K | 108,740 |
| [Logan Stone Capital, LLC](https://search.stillhousedata.com/firm/311547) | CHICAGO, IL | $539K | 88,880 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $520K | 85,892 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $462K | 76,200 |
| [Waverly Advisors, LLC](https://search.stillhousedata.com/firm/115332) | BIRMINGHAM, AL | $284K | 46,809 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $248K | 40,898 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/552727109.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.