Msc Income Fund MSIF Institutional Ownership

NYSE MSIF

$11.79 -0.28 (-2.32%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

167 Institutions

Increased 78 46.7%

Unchanged 32 19.2%

Reduced 57 34.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

32.71%

▲+4.65 pp QoQ

Shares Held by Institutions

14.83Mn

of 45.35Mn outstanding

▲+20.47% QoQ

Shares Outstanding

45.35Mn

30.51Mn held outside 13F filers

Institutional Investors

167

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+2.52Mn

accumulated since last quarter

Value of Holdings

$174.85Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Msc Income Fund, Inc. (NYSE:MSIF) is held by 167 institutional investors per 13F filings through June 2026.

They owned 32.7% of outstanding stock in June 2026, up from 28.1% the prior quarter.
They increased total shares held in Msc Income Fund by 20.47% from last quarter, and the number of investors in MSIF increased 421.88% annually.
Activity in MSIF broke down as 78 buyers, 57 sellers, and 32 unchanged among 167 total holders.
In total, institutional investors held 14.83Mn shares in Msc Income Fund as of June 2026, up by 2.52Mn shares quarter on quarter, and up 12.41Mn shares year over year.
As of June 30, 2026, the biggest holder of Msc Income Fund is SANDERS MORRIS HARRIS LLC at 2.26Mn shares, representing 4.99% of shares outstanding.
Leading buyers of Msc Income Fund shares for the quarter ending June 2026 were SANDERS MORRIS HARRIS LLC (457.0K), ARES MANAGEMENT LLC (441.26K), VAN ECK ASSOCIATES CORP (241.5K), MARSHALL WACE, LLP (229.49K), UBS Group AG (209.79K).
Top sellers of MSIF stock for the quarter ending June 2026 included TWO SIGMA INVESTMENTS, LP (350.38K), Legacy Wealth Managment, LLC/ID (66.22K), MILLENNIUM MANAGEMENT LLC (57.48K), Alpine Global Management, LLC (53.58K), Cetera Investment Advisers (52.82K).
Per Business Quant data, the top 10 holders of Msc Income Fund for the quarter ending June 2026 are SANDERS MORRIS HARRIS LLC (2.26Mn), ARES MANAGEMENT LLC (1.27Mn), UBS Group AG (1.01Mn), VAN ECK ASSOCIATES CORP (915.67K), TWO SIGMA INVESTMENTS, LP (783.89K), Franklin Templeton Inc (779.53K), North Ground Capital (537.6K), LPL Financial LLC (444.6K), MARSHALL WACE, LLP (318.8K), Cambridge Investment Research Advisors, Inc. (274.44K).

Form 13F Holdings

167 Institutional Holders

Report period 30 Jun, 2026

Total shares held 14.83Mn

Of outstanding 32.71%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	SANDERS MORRIS HARRIS LLC	0001053994	2,263,426	4.99%	▲457,004	+25.30%	$26.19Mn
2	ARES MANAGEMENT LLC	0001259313	1,267,910	2.80%	▲441,264	+53.38%	$14.67Mn
3	UBS Group AG	0001610520	1,006,541	2.22%	▲209,794	+26.33%	$11.65Mn
4	VAN ECK ASSOCIATES CORP	0000869178	915,670	2.02%	▲241,495	+35.82%	$10.59Mn
5	TWO SIGMA INVESTMENTS, LP	0001179392	783,888	1.73%	▼350,383	-30.89%	$9.07Mn
6	Franklin Templeton Inc	0000038777	779,528	1.72%	▲152,395	+24.30%	$9.02Mn
7	North Ground Capital	0002055446	537,600	1.19%	▲88,681	+19.75%	$6.22Mn
8	LPL Financial LLC	0001403438	444,595	0.98%	▼9,997	-2.20%	$5.14Mn
9	MARSHALL WACE, LLP	0001318757	318,804	0.70%	▲229,487	+256.94%	$3.69Mn
10	Cambridge Investment Research Advisors, Inc.	0001419186	274,435	0.61%	▲9,712	+3.67%	$3.18K
11	Cetera Investment Advisers	0001666741	258,741	0.57%	▼52,816	-16.95%	$2.99Mn
12	Qube Research & Technologies Ltd	0001729829	223,256	0.49%	▲150,798	+208.12%	$2.58Mn
13	OSAIC HOLDINGS, INC.	0001677044	211,898	0.47%	▲63,259	+42.56%	$2.45Mn
14	CENTAURUS FINANCIAL, INC.	0000891943	210,296	0.46%	▼4,652	-2.16%	$2.43K
15	FJ Capital Management LLC	0001599170	206,254	0.45%	▲35,196	+20.58%	$2.39Mn
16	J.W. COLE ADVISORS, INC.	0001404763	202,156	0.45%	▲202,156	0.00%	$2.34Mn
17	Clayton Partners LLC	0001550509	200,000	0.44%	▲30,000	+17.65%	$2.31Mn
18	Sigma Planning Corp	0001449126	182,577	0.40%	▼24,962	-12.03%	$2.11Mn
19	BlackRock, Inc.	0002012383	174,876	0.39%	▼3,558	-1.99%	$2.02Mn
20	Alpine Global Management, LLC	0001581655	152,492	0.34%	▼53,577	-26.00%	$1.76Mn

Showing 1 to 20 of 167 holders