MCR (MFS Charterome Trust) Institutional Ownership: 37.94% (As of Aug. 09, 2026)

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MCR MFS Charter Income Trust MCR
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What is MFS Charterome Trust Institutional Ownership?

MFS Charterome Trust MCR -0.67% 9 Institutional Ownership is 37.94% as of Aug. 09, 2026. GuruFocus rates MCR with a GF Score™ of 9/100. The stock has 7 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, MFS Charterome Trust's institutional ownership is 37.94%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, MFS Charterome Trust's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, MFS Charterome Trust's Float Percentage Of Total Shares Outstanding is 0.00%.

MFS Charterome Trust Institutional Ownership Historical Data

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The historical data trend for MFS Charterome Trust's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

MFS Charterome Trust Institutional Ownership Chart

MFS Charterome Trust Historical Data

The historical data trend for MFS Charterome Trust can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31
Institutional Ownership 3.64 3.78 3.83 3.75 2.64 2.51 2.48 2.81 2.79 2.76
MCR
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MFS Charter Income Trust MCR
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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MFS Charterome Trust Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 37.94% mean?
MFS Charterome Trust (MCR) has a Institutional Ownership of 37.94% as of Aug. 09, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on MFS Charterome Trust and its competitors.
Is MFS Charterome Trust's Institutional Ownership too high?
MFS Charterome Trust's current Institutional Ownership is 37.94%. Overall, MFS Charterome Trust has a GF Score™ of 9/100, reflecting its overall financial health beyond just this single metric.
How does MFS Charterome Trust's Institutional Ownership compare to JRS and RCS?
MFS Charterome Trust's Institutional Ownership of 37.94% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on MFS Charterome Trust and its competitors. MFS Charterome Trust's current Institutional Ownership is 37.94%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MFS Charterome Trust stock overvalued right now?
MFS Charterome Trust (MCR) has a current Institutional Ownership of 37.94%. The current Institutional Ownership is 37.94%. MFS Charterome Trust's overall GF Score™ is 9/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For MFS Charterome Trust (MCR), the current Institutional Ownership is 37.94% as of Aug. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

MFS Charterome Trust Business Description

Address 111 Huntington Avenue, Boston, MA, USA, 02199
MFS Charter Income Trust is a United States-based closed-end fund. Its investment objective is to seek high current income, but may also consider capital appreciation. The fund invests the assets in Debt Instruments, Corporate Bonds, U.S. Government Securities, Foreign Government Securities, Securitized Instruments, Derivatives, Principal Risks, Debt Management Risk, Investment Selection Risk, Interest Rate Risk, Credit Risk, Foreign Risks, Emerging Markets Risk, Currency Risk, Leveraging Risk, Operational and Cybersecurity Risk, Active and Frequent Trading, and etc of different market countries.
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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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