Morgan Stanley Direct Lending Fund MSDL Institutional Ownership

Ownership Summary

Morgan Stanley Direct Lending Fund (NYSE:MSDL) appears in 136 institutional 13F filings for the quarter ending March 2026.

• These investors held 41.5% of outstanding shares in March 2026, down from 42.1% in December 2025.
• They increased total shares held in Morgan Stanley Direct Lending Fund by 0.63% from last quarter, and the number of investors in MSDL increased 38.78% annually.
• Activity in MSDL broke down as 72 buyers, 44 sellers, and 20 unchanged among 136 total holders.
• The aggregate institutional position in Morgan Stanley Direct Lending Fund amounted to 35.58Mn shares as of March 2026, up by 221.59K shares quarter on quarter, and up 9.64Mn shares year over year.
• As of March 31, 2026, Morgan Stanley held the largest stake in Morgan Stanley Direct Lending Fund with 15.87Mn shares, accounting for 18.51% of total shares outstanding.
• The most significant purchases of MSDL for the quarter ending March 2026 came from DG Capital Management, LLC (575.54K), Russell Investments Group, Ltd. (479.53K), ARES MANAGEMENT LLC (312.0K), RIVERNORTH CAPITAL MANAGEMENT, LLC (287.81K), HighTower Advisors, LLC (265.28K).
• The biggest sellers of Morgan Stanley Direct Lending Fund for the quarter ending March 2026 included VAN ECK ASSOCIATES CORP (406.86K), Americana Partners, LLC (294.59K), JANE STREET GROUP, LLC (271.7K), Closed-End Fund Advisors, Inc. (248.62K), Goldman Sachs Group Inc (232.18K).
• Business Quant data shows the 10 biggest positions in Morgan Stanley Direct Lending Fund as of March 2026 are held by Morgan Stanley (15.87Mn), Generali Asset Management SPA SGR (1.83Mn), UBS Group AG (1.6Mn), VAN ECK ASSOCIATES CORP (1.43Mn), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.05Mn), TWO SIGMA INVESTMENTS, LP (889.35K), Muzinich & Co., Inc. (767.8K), Russell Investments Group, Ltd. (721.95K), Altshuler Shaham Ltd (650.44K), American Financial Group Inc (631.5K).