Morgan Stanley Direct Lending (MSDL) Institutional Ownership $19.38 -0.48 (-2.42%) As of 02:49 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Morgan Stanley Direct Lending (NYSE:MSDL)Number ofInstitutional Buyers(last 12 months)84TotalInstitutional Inflows(last 12 months)$128.75MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$39.88M Get MSDL Insider Trade Alerts Want to know when executives and insiders are buying or selling Morgan Stanley Direct Lending stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MSDL Institutional Buying and Selling by Quarter Morgan Stanley Direct Lending Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025 Sciencast Management LP30,230$603K0.1%N/A0.034% 5/16/2025 Millennium Management LLC198,684$3.97M0.0%+682.5%0.226% 5/15/2025 Cubist Systematic Strategies LLC121,471$2.43M0.0%+130.3%0.138% 5/15/2025 Royal Bank of Canada155,232$3.10M0.0%+53.2%0.177% 5/15/2025 MAI Capital Management99,317$1.98M0.0%+172.3%0.113% 5/15/2025 Activest Wealth Management155,383$3.10M0.8%-5.3%0.177% 5/15/2025 State of Wyoming5,412$108K0.0%N/A0.006% 5/14/2025 Zuckerman Investment Group LLC44,000$878K0.1%+22.2%0.050% 5/14/2025 BI Asset Management Fondsmaeglerselskab A S21,624$432K0.0%+332.5%0.025% 5/14/2025 Cliffwater LLC242,195$4.83M1.3%-83.3%0.275% Get the Latest News and Ratings for MSDL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Morgan Stanley Direct Lending and its competitors with MarketBeat's FREE daily newsletter. 5/13/2025 Raymond James Financial Inc.207,902$4.15M0.0%+40.8%0.236% 5/13/2025 Cowa LLC13,436$268K0.1%N/A0.015% 5/13/2025 Kovitz Investment Group Partners LLC12,585$251K0.0%N/A0.014% 5/13/2025 HighTower Advisors LLC32,752$654K0.0%+20.8%0.037% 5/12/2025 Virtu Financial LLC23,080$461K0.0%N/A0.026% 5/12/2025 Entropy Technologies LP29,058$580K0.1%+53.1%0.033% 5/12/2025 Invesco Ltd.37,314$745K0.0%+9.2%0.042% 5/9/2025 Sfmg LLC256,815$5.13M0.4%+85.3%0.292% 5/9/2025 PNC Financial Services Group Inc.1,240$25K0.0%-95.0%0.001% 5/8/2025 GSA Capital Partners LLP36,098$721K0.1%-11.9%0.041% 5/7/2025 LPL Financial LLC121,646$2.43M0.0%+116.6%0.138% 5/6/2025 Cetera Investment Advisers14,257$285K0.0%N/A0.016% 5/6/2025 Gilbert & Cook Inc.12,131$242K0.0%N/A0.014% 5/6/2025 Black Swift Group LLC170,655$3.41M0.8%+597.4%0.194% 5/6/2025 Accredited Investors Inc.10,000$200K0.0%N/A0.011% 5/5/2025 Fountainhead AM LLC59,025$1.18M0.2%+120.6%0.067% 5/5/2025 Denali Advisors LLC89,262$1.78M0.2%-3.8%0.102% 5/5/2025 Muzinich & Co. Inc.212,700$4.25M2.4%+103.5%0.242% 5/2/2025 Legacy Capital Wealth Partners LLC74,826$1.49M0.3%N/A0.085% 4/29/2025 Generali Investments CEE investicni spolecnost a.s.21,922$438K0.0%N/A0.025% 4/28/2025 D.A. Davidson & CO.24,474$489K0.0%N/A0.028% 4/25/2025 Naviter Wealth LLC174,314$3.60M0.4%+7.9%0.197% 4/25/2025 Sumitomo Mitsui Trust Group Inc.200,292$4.00M0.0%+96.1%0.226% 4/23/2025 Creative Financial Designs Inc. ADV3,555$71K0.0%N/A0.004% 4/23/2025 Oppenheimer & Co. Inc.13,346$266K0.0%N/A0.015% 4/22/2025 Cambridge Investment Research Advisors Inc.13,722$274K0.0%N/A0.016% 4/22/2025 TT Capital Management LLC198,772$3.97M3.3%+332.3%0.225% 4/17/2025 Grimes & Company Inc.17,873$357K0.0%-18.9%0.020% 4/17/2025 Shikiar Asset Management Inc.173,850$3.47M1.0%+101.8%0.196% 4/16/2025 Everpar Advisors LLC36,028$719K0.4%+38.7%0.041% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow4/16/2025 Opal Wealth Advisors LLC21,908$437K0.1%+45.0%0.025% 4/10/2025 Hennion & Walsh Asset Management Inc.88,678$1.77M0.1%+313.9%0.100% 4/7/2025 AdvisorNet Financial Inc3,300$66K0.0%N/A0.004% 4/1/2025 Confluence Investment Management LLC26,921$537K0.0%+3.0%0.030% 2/26/2025 LM Advisors LLC21,650$450K0.1%-45.2%0.024% 2/17/2025 Squarepoint Ops LLC11,064$229K0.0%N/A0.013% 2/17/2025 Two Sigma Advisers LP23,900$494K0.0%N/A0.027% 2/17/2025 Millennium Management LLC25,392$525K0.0%-28.8%0.029% 2/17/2025 Cliffwater LLC1,446,014$29.88M7.3%-31.9%1.634% 2/17/2025 D. E. Shaw & Co. Inc.131,395$2.72M0.0%N/A0.148% 2/17/2025 Cubist Systematic Strategies LLC52,741$1.09M0.0%+257.1%0.060% 2/17/2025 Centiva Capital LP17,356$359K0.0%+61.3%0.020% 2/17/2025 Captrust Financial Advisors31,986$661K0.0%+100.0%0.036% 2/17/2025 Balyasny Asset Management L.P.18,706$386K0.0%N/A0.021% 2/17/2025 Bank of America Corp DE10,857$224K0.0%+1,028.6%0.012% 2/17/2025 BNP Paribas Financial Markets6,771$140K0.0%+515.5%0.008% 2/14/2025 Jane Street Group LLC41,146$850K0.0%+175.6%0.046% 2/14/2025 Comerica Bank2,568$53K0.0%+100.0%0.003% 2/14/2025 Lido Advisors LLC13,944$296K0.0%N/A0.016% 2/14/2025 Virtus ETF Advisers LLC13,820$286K0.1%+47.7%0.016% 2/14/2025 Stifel Financial Corp70,487$1.46M0.0%+82.5%0.080% 2/14/2025 BI Asset Management Fondsmaeglerselskab A S5,000$103K0.0%N/A0.006% 2/13/2025 Marshall Wace LLP99,913$2.06M0.0%+127.0%0.113% 2/13/2025 XTX Topco Ltd29,142$602K0.0%N/A0.033% 2/13/2025 TT Capital Management LLC45,980$972K0.8%N/A0.052% 2/13/2025RE Dickinson Investment Advisors LLC4,077$84K0.0%N/A0.005% 2/13/2025 Rockefeller Capital Management L.P.40,350$834K0.0%+132.1%0.046% 2/13/2025 Zuckerman Investment Group LLC36,000$756K0.1%N/A0.041% 2/13/2025 Raymond James Financial Inc.147,660$3.05M0.0%N/A0.167% 2/13/2025 Renaissance Technologies LLC352,700$7.29M0.0%+1,987.0%0.399% 2/13/2025 Bank of Nova Scotia9,689$200K0.0%N/A0.011% 2/13/2025 Invesco Ltd.34,161$706K0.0%+15.5%0.039% 2/13/2025 Envestnet Asset Management Inc.62,491$1.29M0.0%N/A0.071% 2/13/2025 Grantham Mayo Van Otterloo & Co. LLC68,785$1.42M0.0%N/A0.078% 2/13/2025 Wells Fargo & Company MN29,317$606K0.0%+38.3%0.033% 2/12/2025 ExodusPoint Capital Management LP49,011$1.01M0.0%+195.3%0.055% 2/12/2025 Franklin Resources Inc.237,754$4.91M0.0%+207.9%0.269% 2/12/2025 LM Advisors LLC21,650$450K0.1%-45.2%0.024% 2/12/2025 JPMorgan Chase & Co.125,416$2.59M0.0%+334.4%0.142% 2/11/2025 LPL Financial LLC56,164$1.16M0.0%+96.3%0.063% 2/11/2025 Samalin Investment Counsel LLC11,074$229K0.1%N/A0.013% 2/11/2025 Sfmg LLC138,620$2.86M0.2%N/A0.157% 2/10/2025 Commonwealth Equity Services LLC17,029$352K0.0%N/A0.019% 2/7/2025 HighTower Advisors LLC27,117$560K0.0%+70.5%0.031% 2/7/2025 Naviter Wealth LLC161,561$3.43M0.4%N/A0.183% 2/7/2025 PNC Financial Services Group Inc.24,724$511K0.0%N/A0.028% 2/7/2025 Nordwand Advisors LLC16,060$332K0.1%N/A0.018% 2/6/2025 Black Swift Group LLC24,470$506K0.1%N/A0.028% 2/6/2025 Raymond James Financial Inc.147,660$3.05M0.0%N/A0.167% 2/5/2025 Muzinich & Co. Inc.104,501$2.16M1.4%+2,953.8%0.118% Washington Is Broke—and Eyeing Your Savings Next (Ad)Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.Get your free guide now by clicking here >>2/4/2025 Denali Advisors LLC92,836$1.92M0.2%N/A0.105% 1/31/2025 Truist Financial Corp27,228$563K0.0%+48.0%0.031% 1/31/2025Sanctuary Advisors LLC13,563$286K0.0%N/A0.015% 1/31/2025 Americana Partners LLC136,455$2.82M0.1%N/A0.154% 1/29/2025 Van ECK Associates Corp1,922,174$39.71M0.1%+3.9%2.165% 1/29/2025 Opal Wealth Advisors LLC15,105$312K0.1%N/A0.017% 1/28/2025 Activest Wealth Management164,060$3.39M0.9%+102.9%0.185% 1/28/2025 Entropy Technologies LP18,985$392K0.0%N/A0.021% 1/28/2025 Wilmington Savings Fund Society FSB12,500$258K0.0%N/A0.014% 1/28/2025 Sumitomo Mitsui Trust Group Inc.102,118$2.11M0.0%N/A0.115% (Data available from 1/1/2016 forward) MSDL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of MSDL shares? During the previous two years, 88 institutional investors and hedge funds held shares of Morgan Stanley Direct Lending. The most heavily invested institutionals were Van ECK Associates Corp ($39.71M), Renaissance Technologies LLC ($7.29M), Sfmg LLC ($5.13M), Franklin Resources Inc. ($4.91M), Cliffwater LLC ($4.83M), Muzinich & Co. Inc. ($4.25M), and Raymond James Financial Inc. ($4.15M).Learn more on MSDL's institutional investors. Which institutional investors have been buying Morgan Stanley Direct Lending stock? Of the 86 institutional investors that purchased Morgan Stanley Direct Lending stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cliffwater LLC ($2.18M), Van ECK Associates Corp ($1.92M), Raymond James Financial Inc. ($355.56K), Renaissance Technologies LLC ($335.80K), Sfmg LLC ($256.82K), Franklin Resources Inc. ($237.75K), and Muzinich & Co. Inc. ($212.70K). How much institutional buying is happening at Morgan Stanley Direct Lending? Institutional investors have bought a total of 9,190,056 shares in the last 24 months. This purchase volume represents approximately $290.95M in transactions. Which Morgan Stanley Direct Lending major shareholders have been selling company stock? The following institutional investors have sold Morgan Stanley Direct Lending stock in the last 24 months: Cliffwater LLC ($1.88M), LM Advisors LLC ($35.71K), PNC Financial Services Group Inc. ($23.48K), Millennium Management LLC ($10.28K), Activest Wealth Management ($8.68K), GSA Capital Partners LLP ($4.90K), and Grimes & Company Inc. ($4.16K). How much institutional selling is happening at Morgan Stanley Direct Lending? Institutional investors have sold a total of 1,972,618 shares in the last 24 months. This volume of shares sold represents approximately $39.88M in transactions. Related Companies Blue Owl Capital Co. III Major Shareholders Kayne Anderson BDC Major Shareholders Coincheck Group Major Shareholders Bain Capital Specialty Finance Major Shareholders Trinity Capital Major Shareholders Ares Acquisition Co. II Major Shareholders CION Investment Major Shareholders EQV Ventures Acquisition Major Shareholders Nabors Energy Transition Corp. II Major Shareholders Marblegate Acquisition Major Shareholders This page (NYSE:MSDL) was last updated on 5/21/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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