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Morgan Stanley Direct Lending Fund (MSDL) Institutional Ownership

Morgan Stanley Direct Lending Fund logo
$16.79 -0.20 (-1.18%)
Closing price 03:59 PM Eastern
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$16.67 -0.12 (-0.69%)
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Institutional Ownership Changes (13F Filings) for Morgan Stanley Direct Lending Fund (NYSE:MSDL)

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$157.32M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$43.07M
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MSDL Institutional Buying and Selling by Quarter

Morgan Stanley Direct Lending Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025 Shikiar Asset Management Inc.120,900$1.94M0.5%-24.0%0.139%
10/14/2025 Confluence Investment Management LLC70,848$1.14M0.0%-18.5%0.082%
10/14/2025 Generali Investments CEE investicni spolecnost a.s.20,722$333K0.0%-5.5%0.024%
10/9/2025 Bartlett & CO. Wealth Management LLC1,800$30K0.0%N/A0.002%
10/9/2025 Adams Asset Advisors LLC109,633$1.76M0.2%+21.1%0.126%
9/4/2025Osaic Holdings Inc.33,145$620K0.0%-4.3%0.038%
8/27/2025Squarepoint Ops LLC34,712$650K0.0%-26.7%0.040%
8/22/2025TT Capital Management LLC237,762$4.45M1.5%+19.6%0.274%
8/15/2025Captrust Financial Advisors49,345$924K0.0%+1.8%0.056%
8/15/2025LM Advisors LLC56,842$1.06M0.1%-21.9%0.065%
8/15/2025HRT Financial LP176,399$3.30M0.0%+123.0%0.201%
8/15/2025Engineers Gate Manager LP13,709$257K0.0%N/A0.016%
8/15/2025BI Asset Management Fondsmaeglerselskab A S28,845$540K0.0%+33.4%0.033%
8/15/2025BNP Paribas Financial Markets15,966$299K0.0%N/A0.018%
8/15/2025Brevan Howard Capital Management LP29,406$550K0.0%N/A0.033%
8/15/2025Balyasny Asset Management L.P.89,896$1.68M0.0%-10.8%0.102%
8/15/2025Bank of America Corp DE96,933$1.82M0.0%+125.6%0.110%
8/15/2025Ameriprise Financial Inc.43,585$761K0.0%+2.4%0.050%
8/14/2025Jane Street Group LLC138,785$2.60M0.0%N/A0.158%
8/14/2025Raymond James Financial Inc.211,041$3.95M0.0%+1.5%0.240%
8/14/2025Nebula Research & Development LLC23,422$438K0.0%N/A0.027%
8/13/2025Marshall Wace LLP92,501$1.73M0.0%N/A0.105%
8/13/2025Invesco Ltd.50,500$945K0.0%+35.3%0.057%
8/13/2025Quantbot Technologies LP6,294$118K0.0%N/A0.007%
8/13/2025Lido Advisors LLC27,412$527K0.0%+75.4%0.031%
8/13/2025Legacy Capital Wealth Partners LLC71,091$1.33M0.3%-5.0%0.081%
8/13/2025Virtus Investment Advisers LLC20,380$382K0.1%-3.6%0.023%
8/12/2025Steward Partners Investment Advisory LLC3,250$61K0.0%+225.0%0.004%
8/12/2025Sfmg LLC258,445$4.84M0.4%+0.6%0.294%
8/12/2025Franklin Resources Inc.350,124$6.55M0.0%+8.2%0.398%
8/12/2025MAI Capital Management97,917$1.83M0.0%-1.4%0.111%
8/12/2025JPMorgan Chase & Co.73,723$1.38M0.0%-32.3%0.084%
8/12/2025Dynamic Technology Lab Private Ltd16,791$314K0.0%N/A0.019%
8/11/2025Nordwand Advisors LLC24,336$456K0.1%-22.0%0.028%
8/8/2025Cetera Investment Advisers26,180$490K0.0%+83.6%0.030%
8/8/2025Accredited Investors Inc.20,000$374K0.0%+100.0%0.023%
8/7/2025Allworth Financial LP2,606$49K0.0%+62.3%0.003%
8/7/2025Americana Partners LLC378,154$7.08M0.2%+3.1%0.430%
8/4/2025Muzinich & Co. Inc.455,631$8.53M3.7%+114.2%0.518%
8/1/2025Envestnet Asset Management Inc.18,247$342K0.0%N/A0.021%
7/31/2025MQS Management LLC29,732$557K0.3%N/A0.034%
7/31/2025Sumitomo Mitsui Trust Group Inc.370,759$6.94M0.0%+85.1%0.422%
7/30/2025Denali Advisors LLC86,581$1.62M0.2%-3.0%0.098%
7/30/2025D.A. Davidson & CO.40,731$762K0.0%+66.4%0.046%
7/29/2025Activest Wealth Management171,562$3.21M0.8%+10.4%0.195%
7/28/2025Generali Asset Management SPA SGR1,761,950$32.98M0.8%+99.9%2.004%
7/28/2025Naviter Wealth LLC180,325$3.47M0.4%+3.4%0.205%
7/24/2025 Shikiar Asset Management Inc.159,100$2.98M0.8%-8.5%0.181%
7/22/2025Grimes & Company Inc.12,928$242K0.0%-27.7%0.015%
7/22/2025Global Strategic Investment Solutions LLC17,234$323K0.0%N/A0.020%
7/21/2025Ameritas Advisory Services LLC2,210$41K0.0%N/A0.003%
7/21/2025 Patriot Financial Group Insurance Agency LLC11,200$210K0.0%N/A0.013%
7/21/2025Catalina Capital Group LLC16,098$301K0.2%N/A0.018%
7/18/2025Truist Financial Corp40,195$752K0.0%+72.9%0.046%
7/14/2025Opal Wealth Advisors LLC17,844$334K0.1%-18.6%0.020%
7/14/2025 AdvisorNet Financial Inc4,200$79K0.0%+27.3%0.005%
7/8/2025Everpar Advisors LLC28,609$536K0.2%-20.6%0.033%
7/8/2025 Adams Asset Advisors LLC90,516$1.69M0.2%+43.7%0.103%
7/1/2025 Confluence Investment Management LLC86,943$1.63M0.0%+223.0%0.099%
5/16/2025Sciencast Management LP30,230$603K0.1%N/A0.034%
5/16/2025Millennium Management LLC198,684$3.97M0.0%+682.5%0.226%
5/15/2025Cubist Systematic Strategies LLC121,471$2.43M0.0%+130.3%0.138%
5/15/2025Royal Bank of Canada155,232$3.10M0.0%+53.2%0.177%
5/15/2025MAI Capital Management99,317$1.98M0.0%+172.3%0.113%
5/15/2025Activest Wealth Management155,383$3.10M0.8%-5.3%0.177%
5/15/2025State of Wyoming5,412$108K0.0%N/A0.006%
5/14/2025Zuckerman Investment Group LLC44,000$878K0.1%+22.2%0.050%
5/14/2025BI Asset Management Fondsmaeglerselskab A S21,624$432K0.0%+332.5%0.025%
5/14/2025Cliffwater LLC242,195$4.83M1.3%-83.3%0.275%
5/13/2025Raymond James Financial Inc.207,902$4.15M0.0%+40.8%0.236%
5/13/2025Cowa LLC13,436$268K0.1%N/A0.015%
5/13/2025Kovitz Investment Group Partners LLC12,585$251K0.0%N/A0.014%
5/13/2025HighTower Advisors LLC32,752$654K0.0%+20.8%0.037%
5/12/2025Virtu Financial LLC23,080$461K0.0%N/A0.026%
5/12/2025Entropy Technologies LP29,058$580K0.1%+53.1%0.033%
5/12/2025Invesco Ltd.37,314$745K0.0%+9.2%0.042%
5/9/2025Sfmg LLC256,815$5.13M0.4%+85.3%0.292%
5/9/2025PNC Financial Services Group Inc.1,240$25K0.0%-95.0%0.001%
5/8/2025GSA Capital Partners LLP36,098$721K0.1%-11.9%0.041%
5/7/2025LPL Financial LLC121,646$2.43M0.0%+116.6%0.138%
5/6/2025Cetera Investment Advisers14,257$285K0.0%N/A0.016%
5/6/2025Gilbert & Cook Inc.12,131$242K0.0%N/A0.014%
5/6/2025Black Swift Group LLC170,655$3.41M0.8%+597.4%0.194%
5/6/2025Accredited Investors Inc.10,000$200K0.0%N/A0.011%
5/5/2025Fountainhead AM LLC59,025$1.18M0.2%+120.6%0.067%
5/5/2025Denali Advisors LLC89,262$1.78M0.2%-3.8%0.102%
5/5/2025Muzinich & Co. Inc.212,700$4.25M2.4%+103.5%0.242%
5/2/2025Legacy Capital Wealth Partners LLC74,826$1.49M0.3%N/A0.085%
4/29/2025Generali Investments CEE investicni spolecnost a.s.21,922$438K0.0%N/A0.025%
4/28/2025D.A. Davidson & CO.24,474$489K0.0%N/A0.028%
4/25/2025Naviter Wealth LLC174,314$3.60M0.4%+7.9%0.197%
4/25/2025Sumitomo Mitsui Trust Group Inc.200,292$4.00M0.0%+96.1%0.226%
4/23/2025Creative Financial Designs Inc. ADV3,555$71K0.0%N/A0.004%
4/23/2025Oppenheimer & Co. Inc.13,346$266K0.0%N/A0.015%
4/22/2025Cambridge Investment Research Advisors Inc.13,722$274K0.0%N/A0.016%
4/22/2025TT Capital Management LLC198,772$3.97M3.3%+332.3%0.225%
4/17/2025Grimes & Company Inc.17,873$357K0.0%-18.9%0.020%
4/17/2025Shikiar Asset Management Inc.173,850$3.47M1.0%+101.8%0.196%
4/16/2025Everpar Advisors LLC36,028$719K0.4%+38.7%0.041%
4/16/2025Opal Wealth Advisors LLC21,908$437K0.1%+45.0%0.025%
(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, 105 institutional investors and hedge funds held shares of Morgan Stanley Direct Lending Fund. The most heavily invested institutionals were Van ECK Associates Corp ($39.71M), Generali Asset Management SPA SGR ($32.98M), Muzinich & Co. Inc. ($8.53M), Renaissance Technologies LLC ($7.29M), Americana Partners LLC ($7.08M), Sumitomo Mitsui Trust Group Inc. ($6.94M), and Franklin Resources Inc. ($6.55M).Learn more on Morgan Stanley Direct Lending Fund's institutional investors.

Which institutional investors have been buying Morgan Stanley Direct Lending Fund's stock?

Of the 101 institutional investors that purchased Morgan Stanley Direct Lending Fund's 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), Generali Asset Management SPA SGR ($880.37K), Muzinich & Co. Inc. ($455.63K), Sumitomo Mitsui Trust Group Inc. ($370.76K), Raymond James Financial Inc. ($358.70K), and Renaissance Technologies LLC ($335.80K).

How much institutional buying is happening at Morgan Stanley Direct Lending Fund?

Institutional investors have bought a total of 7,327,779 shares in the last 24 months. This purchase volume represents approximately $157.32M in transactions.

Which of Morgan Stanley Direct Lending Fund's major shareholders have been selling company stock?

Of the 21 institutional investors that sold Morgan Stanley Direct Lending Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cliffwater LLC ($1.88M), Shikiar Asset Management Inc. ($52.95K), LM Advisors LLC ($51.63K), JPMorgan Chase & Co. ($35.16K), PNC Financial Services Group Inc. ($23.48K), Confluence Investment Management LLC ($16.10K), and Squarepoint Ops LLC ($12.67K).

How much institutional selling is happening at Morgan Stanley Direct Lending Fund?

Institutional investors have sold a total of 2,150,833 shares in the last 24 months. This volume of shares sold represents approximately $43.07M in transactions.


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This page (NYSE:MSDL) was last updated on 10/16/2025 by MarketBeat.com Staff
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