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Morgan Stanley Direct Lending Fund (MSDL) Institutional Ownership

Morgan Stanley Direct Lending Fund logo
$17.75 +0.05 (+0.28%)
As of 08/12/2025 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Morgan Stanley Direct Lending Fund (NYSE:MSDL)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$147.49M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$41.33M
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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
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%
8/11/2025 Nordwand Advisors LLC24,336$456K0.1%-22.0%0.028%
8/8/2025 Cetera Investment Advisers26,180$490K0.0%+83.6%0.030%
8/8/2025 Accredited Investors Inc.20,000$374K0.0%+100.0%0.023%
8/7/2025 Allworth Financial LP2,606$49K0.0%+62.3%0.003%
8/7/2025 Americana Partners LLC378,154$7.08M0.2%+3.1%0.430%
8/4/2025 Muzinich & Co. Inc.455,631$8.53M3.7%+114.2%0.518%
8/1/2025 Envestnet Asset Management Inc.18,247$342K0.0%N/A0.021%
7/31/2025 MQS Management LLC29,732$557K0.3%N/A0.034%
7/31/2025 Sumitomo Mitsui Trust Group Inc.370,759$6.94M0.0%+85.1%0.422%
7/30/2025 Denali Advisors LLC86,581$1.62M0.2%-3.0%0.098%
7/30/2025 D.A. Davidson & CO.40,731$762K0.0%+66.4%0.046%
7/29/2025 Activest Wealth Management171,562$3.21M0.8%+10.4%0.195%
7/28/2025 Generali Asset Management SPA SGR1,761,950$32.98M0.8%+99.9%2.004%
7/28/2025 Naviter 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%
7/22/2025 Grimes & Company Inc.12,928$242K0.0%-27.7%0.015%
7/22/2025 Global Strategic Investment Solutions LLC17,234$323K0.0%N/A0.020%
7/21/2025 Ameritas Advisory Services LLC2,210$41K0.0%N/A0.003%
7/21/2025 Patriot Financial Group Insurance Agency LLC11,200$210K0.0%N/A0.013%
7/21/2025 Catalina Capital Group LLC16,098$301K0.2%N/A0.018%
7/18/2025 Truist Financial Corp40,195$752K0.0%+72.9%0.046%
7/14/2025 Opal Wealth Advisors LLC17,844$334K0.1%-18.6%0.020%
7/14/2025 AdvisorNet Financial Inc4,200$79K0.0%+27.3%0.005%
7/8/2025 Everpar 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%
5/15/2025 Activest 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%
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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%
5/13/2025 HighTower 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%
5/9/2025 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%
5/7/2025LPL 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%
5/2/2025Legacy 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%
4/22/2025TT 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%
4/16/2025 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%
2/26/2025LM Advisors LLC21,650$450K0.1%-45.2%0.024%
2/17/2025Squarepoint Ops LLC11,064$229K0.0%N/A0.013%
2/17/2025Two Sigma Advisers LP23,900$494K0.0%N/A0.027%
2/17/2025Millennium Management LLC25,392$525K0.0%-28.8%0.029%
2/17/2025Cliffwater LLC1,446,014$29.88M7.3%-31.9%1.634%
2/17/2025D. E. Shaw & Co. Inc.131,395$2.72M0.0%N/A0.148%
2/17/2025Cubist Systematic Strategies LLC52,741$1.09M0.0%+257.1%0.060%
2/17/2025Centiva Capital LP17,356$359K0.0%+61.3%0.020%
2/17/2025Captrust Financial Advisors31,986$661K0.0%+100.0%0.036%
2/17/2025Balyasny Asset Management L.P.18,706$386K0.0%N/A0.021%
2/17/2025Bank of America Corp DE10,857$224K0.0%+1,028.6%0.012%
2/17/2025BNP Paribas Financial Markets6,771$140K0.0%+515.5%0.008%
2/14/2025Jane Street Group LLC41,146$850K0.0%+175.6%0.046%
2/14/2025Comerica Bank2,568$53K0.0%+100.0%0.003%
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2/14/2025Lido Advisors LLC13,944$296K0.0%N/A0.016%
2/14/2025Virtus ETF Advisers LLC13,820$286K0.1%+47.7%0.016%
2/14/2025Stifel Financial Corp70,487$1.46M0.0%+82.5%0.080%
2/14/2025BI Asset Management Fondsmaeglerselskab A S5,000$103K0.0%N/A0.006%
2/13/2025Marshall Wace LLP99,913$2.06M0.0%+127.0%0.113%
2/13/2025XTX Topco Ltd29,142$602K0.0%N/A0.033%
2/13/2025TT 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%
2/13/2025Zuckerman Investment Group LLC36,000$756K0.1%N/A0.041%
(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, 96 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 94 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. ($355.56K), 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 6,778,379 shares in the last 24 months. This purchase volume represents approximately $147.49M in transactions.

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

Of the 14 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), LM Advisors LLC ($35.71K), JPMorgan Chase & Co. ($35.16K), PNC Financial Services Group Inc. ($23.48K), Shikiar Asset Management Inc. ($14.75K), Millennium Management LLC ($10.28K), and Grimes & Company Inc. ($9.11K).

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

Institutional investors have sold a total of 2,049,885 shares in the last 24 months. This volume of shares sold represents approximately $41.33M in transactions.


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This page (NYSE:MSDL) was last updated on 8/13/2025 by MarketBeat.com Staff
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