As of November 8, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Mfs Charter Income Trust. The largest reported stake is Sit Investment Associates Inc's, at 9.8%. 3 filings are on record since August 6, 2025 (Schedule 13D, February 24, 2026).
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Key facts
- · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-08
- · Holder: Sit Investment Associates Inc · Percent: 9.8% · Shares: 4,097,943 · SCHEDULE 13D
- · Holder: Morgan Stanley · Percent: 15.9% · SCHEDULE 13G/A
Mfs Charter Income Trust has 3 Schedule 13D or 13G filings on record since 2025-08-06. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Sit Investment Associates Inc | 9.8% | 4,097,943 | SCHEDULE 13D, 2026-02-24 | 2026-02-24 |
| 0% | 0 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
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Companies that share a holder
- SIT INVESTMENT ASSOCIATES INC also filed stake reports on 67 other companies: TCW STRATEGIC INCOME FUND INC (Nov 2026), Western Asset Premier Bond Fund (Nov 2026), Blackstone Long-Short Credit Income Fund (Oct 2026)
- Morgan Stanley also filed stake reports on 182 other companies: MDA Space Ltd. (Nov 2026), RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (Oct 2026), Arbutus Biopharma Corp (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Morgan Stanley | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-07-08 |
| Morgan Stanley Smith Barney LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-07-08 |
The latest filing identifies Mfs Charter Income Trust by CUSIP 552727109 and gives its principal executive office as 111 HUNTINGTON AVENUE, 24TH FLOOR, BOSTON, MA 02199 (SCHEDULE 13G/A, 2026-07-08).
Purpose of Transaction (Item 4)
Sit Investment Associates Inc
The Sit Entities have acquired the Issuer's Shares for investment purposes, and such purchases have been made in the ordinary course of business. The Issuer's Shares have been acquired on behalf of SIA's and SFI's clients. In pursuing such investment purposes, the Sit Entities purchased the Shares based on the Sit Entities' belief that the Shares represented an attractive investment opportunity, and the Sit Entities may further purchase, hold, vote, trade, sell or otherwise deal in the Shares at the time, and in such manner, as they deem advisable to benefit from, among many things, changes in market prices of such Shares, the market prices of such Shares relative to the value of the Issuer's assets, changes in the Issuer's investment strategy, and composition of the Issuer's portfolio. None of Sit Entities have any present plan or proposal which would relate to or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D except as set forth herein or such as would occur upon or in connection with completion of, or following, any of the actions discussed herein. The Sit Entities intend to review their investment in the Issuer's Shares on a continuing basis and may also propose or take one or more of the actions described in subsections (a) through (j) of Item 4 of Schedule 13D, including engaging in discussions with management, the Board of Trustees and shareholders concerning, among other things, proposals of the Board of Trustees …The first part of Item 4 of the SCHEDULE 13D filed 2026-02-24; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-06 | Morgan Stanley | 15.9% | SCHEDULE 13G/A |
| 2026-02-24 | Sit Investment Associates Inc | 9.8% | SCHEDULE 13D |
| 2026-07-08 | Morgan Stanley | 0% | SCHEDULE 13G/A |
Questions about who owns Mfs Charter Income Trust
Who owns Mfs Charter Income Trust?
On this page, one holder's latest ownership filing reports 5% or more of Mfs Charter Income Trust: Sit Investment Associates Inc (9.8%, Schedule 13D, filed 2026-02-24).
When did Sit Investment Associates Inc buy into Mfs Charter Income Trust?
The filings give report dates, not purchase dates. The earliest filing from Sit Investment Associates Inc on this page is the Schedule 13D, filed 2026-02-24, reporting 9.8%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 3 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.