Msc Income Fund MSIF Institutional Ownership

NYSE MSIF

$11.46 -0.01 (-0.09%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

166 Institutions

Increased 78 47.0%

Unchanged 32 19.3%

Reduced 56 33.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

32.47%

▲+4.49 pp QoQ

Shares Held by Institutions

14.72Mn

of 45.35Mn outstanding

▲+14.09% QoQ

Shares Outstanding

45.35Mn

30.62Mn held outside 13F filers

Institutional Investors

166

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+1.82Mn

accumulated since last quarter

Value of Holdings

$169.33Mn

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

Updated Oct 10, 2026

Msc Income Fund, Inc. (NYSE:MSIF) appeared in the 13F filings of 166 institutional investors for the quarter ended June 30, 2026.

These investors held 32.47% of Msc Income Fund's outstanding shares at the end of Q2 2026, up from 27.98% in Q1 2026.
Total shares held in Msc Income Fund rose 14.09% from Q1 2026, while the number of holders rose 435.48% from Q2 2025.
Among the 166 holders of Msc Income Fund, 78 added to their positions, 56 reduced their stakes and 32 left their positions unchanged.
The aggregate institutional position in Msc Income Fund was 14.72Mn shares at the end of Q2 2026, up 1.82Mn from the prior quarter and up 12.3Mn from a year earlier.
Sanders Morris Harris LLC held the largest position in MSIF at 2.26Mn shares as of June 30, 2026, or 4.99% of shares outstanding.
The largest position increases in MSIF for Q2 2026 were by Sanders Morris Harris LLC (+457K shares), Ares Management LLC (+441.26K shares), Van Eck Associates Corp (+241.5K shares), Marshall Wace, LLP (+229.49K shares) and UBS Group AG (+209.79K shares).
Among holders that kept a stake in Msc Income Fund, the biggest sellers in Q2 2026 were Two Sigma Investments, LP (-350.38K shares), Legacy Wealth Managment, LLC (-66.22K shares), Millennium Management LLC (-57.48K shares), Alpine Global Management, LLC (-53.58K shares) and Cetera Investment Advisers (-52.82K shares).
Msc Income Fund's 10 largest institutional shareholders as of Q2 2026 were Sanders Morris Harris LLC (2.26Mn shares), Ares Management LLC (1.27Mn shares), UBS Group AG (1.01Mn shares), Van Eck Associates Corp (915.67K shares), Two Sigma Investments, LP (783.89K shares), Franklin Templeton Inc (779.53K shares), North Ground Capital (537.6K shares), LPL Financial LLC (444.6K shares), Marshall Wace, LLP (318.8K shares) and Cambridge Investment Research Advisors, Inc. (274.44K shares), per Business Quant data.

Form 13F Holdings

166 Institutional Holders

Report period 30 Jun, 2026

Total shares held 14.72Mn

Of outstanding 32.47%

#	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 166 holders