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Morgan Stanley Direct Lending Fund (MSDL) Institutional Ownership

Morgan Stanley Direct Lending Fund logo
$15.17 +0.16 (+1.07%)
As of 12:04 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)
98
Total
Institutional Inflows
(last 12 months)
$135.28M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$30.67M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.315,801$4.78M0.1%+9.9%0.373%
5/19/2026Bank of America Corp DE10,270$143K0.0%-79.7%0.012%
5/18/2026Sunbelt Securities Inc.3,000$42K0.0%N/A0.004%
5/18/2026Rivernorth Capital Management LLC1,052,351$14.69M0.7%+37.6%1.242%
5/18/2026Royal Bank of Canada57,089$797K0.0%+21.1%0.067%
5/16/2026Infrastructure Capital Advisors LLC26,001$363K0.0%+160.0%0.031%
5/14/2026Renaissance Technologies LLC101,429$1.42M0.0%-24.0%0.120%
5/14/2026Lido Advisors LLC59,423$836K0.0%-6.6%0.070%
5/13/2026Cetera Investment Advisers53,782$751K0.0%+34.2%0.063%
5/8/2026NewGen Asset Management Ltd24,300$339K0.1%N/A0.028%
5/5/2026Sanctuary Advisors LLC17,669$247K0.0%-4.6%0.021%
4/24/2026 Shikiar Asset Management Inc.104,600$1.46M0.4%-19.8%0.123%
4/23/2026GraniteShares Advisors LLC142,844$1.99M1.4%-10.3%0.167%
4/20/2026 TrueMark Investments LLC25,985$363K0.1%+73.2%0.030%
4/17/2026Sweeney & Michel LLC10,500$154K0.0%N/A0.012%
4/16/2026BI Asset Management Fondsmaeglerselskab A S133,731$1.87M0.0%+3.1%0.156%
3/17/2026Rockefeller Capital Management L.P.104,768$1.73M0.0%+7.1%0.122%
3/16/2026Osbon Capital Management LLC11,206$185K0.2%N/A0.013%
3/4/2026SHP Wealth Management2,387$39K0.0%N/A0.003%
2/23/2026Virtu Financial LLC31,736$523K0.0%N/A0.037%
2/19/2026Invesco Ltd.27,915$460K0.0%-59.2%0.032%
2/18/2026Beacon Pointe Advisors LLC47,189$778K0.0%+100.8%0.054%
2/18/2026Obsidian Cio LLC17,220$284K0.3%-70.8%0.020%
2/18/2026XTX Topco Ltd81,599$1.35M0.0%N/A0.094%
2/18/2026Virtus Investment Advisers LLC26,281$433K0.1%-13.3%0.030%
2/18/2026Toronto Dominion Bank713,641$11.76M0.0%+26.2%0.822%
2/18/2026Quadrature Capital Ltd48,867$805K0.0%-3.6%0.056%
2/18/2026Rivernorth Capital Management LLC764,543$12.60M0.6%-22.7%0.881%
2/18/2026Oxford Asset Management LLP10,403$171K0.1%N/A0.012%
2/18/2026Millennium Management LLC268,646$4.43M0.0%-23.6%0.309%
2/18/2026Infrastructure Capital Advisors LLC10,001$165K0.0%N/A0.012%
2/18/2026Balyasny Asset Management L.P.11,567$191K0.0%-93.4%0.013%
2/18/2026Altshuler Shaham Ltd650,437$10.72M0.2%N/A0.749%
2/17/2026Guggenheim Capital LLC17,321$285K0.0%+19.1%0.020%
2/17/2026Schonfeld Strategic Advisors LLC130,312$2.15M0.0%N/A0.150%
2/17/2026Almitas Capital LLC20,000$330K0.1%N/A0.023%
2/17/2026DV Equities LLC2,500$41K0.0%N/A0.003%
2/17/2026Cetera Investment Advisers40,076$660K0.0%+29.5%0.046%
2/17/2026Trexquant Investment LP448,097$7.39M0.1%+89.3%0.516%
2/17/2026 Sciencast Management LP12,336$203K0.0%-16.3%0.014%
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2/17/2026Osaic Holdings Inc.32,807$541K0.0%-8.5%0.038%
2/17/2026Russell Investments Group Ltd.242,417$4.00M0.0%N/A0.279%
2/17/2026Royal Bank of Canada47,152$777K0.0%-37.0%0.054%
2/16/2026Entropy Technologies LP29,206$481K0.0%N/A0.034%
2/13/2026 Kestra Advisory Services LLC4,882$80K0.0%N/A0.006%
2/13/2026Stifel Financial Corp93,742$1.55M0.0%-32.8%0.108%
2/13/2026Ares Management LLC100,000$1.65M0.1%N/A0.115%
2/13/2026Morgan Stanley15,876,336$261.64M0.0%-0.2%18.289%
2/13/2026Truffle Hound Capital LLC320,000$5.27M1.4%N/A0.369%
2/13/2026Van ECK Associates Corp1,840,835$30.34M0.0%-6.4%2.121%
2/13/2026Wells Fargo & Company MN408,416$6.73M0.0%+14.5%0.470%
2/12/2026HRT Financial LP394,241$6.50M0.0%N/A0.454%
2/12/2026DRW Securities LLC10,709$176K0.0%N/A0.012%
2/12/2026 Commonwealth Equity Services LLC34,116$562K0.0%-20.2%0.039%
2/12/2026Renaissance Technologies LLC133,500$2.20M0.0%-74.5%0.154%
2/12/2026American Financial Group Inc.531,500$8.76M3.2%N/A0.612%
2/12/2026Marex Group plc71,050$1.17M0.0%+43.2%0.082%
2/12/2026Steward Partners Investment Advisory LLC68,404$1.13M0.0%+113.0%0.079%
2/11/2026LPL Financial LLC74,641$1.23M0.0%-38.2%0.086%
2/11/2026Franklin Resources Inc.371,094$6.12M0.0%-1.0%0.427%
2/11/2026 Closed End Fund Advisors Inc.291,456$4.80M2.8%N/A0.336%
2/11/2026BI Asset Management Fondsmaeglerselskab A S129,751$2.14M0.0%+140.8%0.149%
2/11/2026Fosun International Ltd221,872$3.66M0.9%N/A0.256%
2/11/2026TT Capital Management LLC302,946$4.99M4.0%+1.8%0.349%
2/10/2026Lido Advisors LLC63,614$1.05M0.0%+226.6%0.073%
2/10/2026Goldman Sachs Group Inc.160,515$2.65M0.0%+1.7%0.185%
2/10/2026Clear Harbor Asset Management LLC13,910$229K0.0%N/A0.016%
2/10/2026Sfmg LLC238,045$3.92M0.3%-8.2%0.274%
2/9/2026Harbour Investments Inc.5,618$93K0.0%N/A0.006%
2/6/2026Americana Partners LLC551,776$9.09M0.2%+2.4%0.636%
2/6/2026Van Hulzen Asset Management LLC11,585$191K0.0%N/A0.013%
2/6/2026 Cullen Frost Bankers Inc.184,080$3.03M0.0%N/A0.212%
2/3/2026Denali Advisors LLC57,793$952K0.1%-19.7%0.067%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC10,579$174K0.0%N/A0.012%
2/2/2026 Truist Financial Corp42,642$703K0.0%-18.1%0.049%
1/30/2026 Activest Wealth Management195,621$3.22M0.6%+56.1%0.225%
1/30/2026 Reicon Wealth Advisors LLC12,969$214K0.2%N/A0.015%
1/29/2026UBS Group AG1,668,693$27.50M0.0%+73.0%1.922%
1/29/2026Sanctuary Advisors LLC18,524$305K0.0%-10.8%0.021%
1/29/2026Global Strategic Investment Solutions LLC21,294$351K0.0%+16.0%0.025%
1/27/2026GraniteShares Advisors LLC159,184$2.62M1.6%N/A0.183%
1/23/2026Cura Wealth Advisors LLC10,200$168K0.1%N/A0.012%
1/23/2026 Sumitomo Mitsui Trust Group Inc.558,113$9.20M0.0%+10.5%0.643%
1/22/2026 Shikiar Asset Management Inc.130,500$2.15M0.5%+7.9%0.150%
1/21/2026 Muzinich & Co. Inc.766,451$12.63M4.0%+31.1%0.883%
1/21/2026Naviter Wealth LLC122,478$2.09M0.3%-24.1%0.141%
1/21/2026 Sound Income Strategies LLC4,007$66K0.0%N/A0.005%
1/20/2026GraniteShares Advisors LLC159,184$2.62M2.3%N/A0.183%
1/20/2026Kelleher Financial Advisors9,906$163K0.0%N/A0.011%
1/16/2026Legacy Capital Wealth Partners LLC76,982$1.27M0.3%+8.7%0.089%
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1/15/2026Jaffetilchin Investment Partners LLC20,192$333K0.0%N/A0.023%
1/15/2026 Adams Asset Advisors LLC111,397$1.84M0.2%+1.6%0.128%
1/14/2026 TrueMark Investments LLC15,000$247K0.0%-39.9%0.017%
1/14/2026 Hennion & Walsh Asset Management Inc.258,929$4.27M0.1%+30.4%0.298%
1/7/2026 Everpar Advisors LLC18,547$306K0.1%-26.2%0.021%
1/5/2026 Confluence Investment Management LLC72,156$1.19M0.0%+1.8%0.083%
1/1/2026JPMorgan Chase & Co.22,674$365K0.0%-69.2%0.026%
11/20/2025 Wilmington Savings Fund Society FSB10,000$161K0.0%-50.0%0.012%
11/17/2025 Keystone Financial Group4,480$72K0.0%N/A0.005%
11/17/2025NewEdge Advisors LLC2,000$32K0.0%N/A0.002%


MSDL Institutional Ownership - Frequently Asked Questions

During the previous two years, 155 institutional investors and hedge funds held shares of Morgan Stanley Direct Lending Fund. The most heavily invested institutionals were Morgan Stanley ($261.64M), Van ECK Associates Corp ($30.34M), Generali Asset Management SPA SGR ($29.43M), UBS Group AG ($27.50M), Rivernorth Capital Management LLC ($14.69M), Muzinich & Co. Inc. ($12.63M), and Toronto Dominion Bank ($11.76M).Learn more on Morgan Stanley Direct Lending Fund's institutional investors.

Of the 149 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: Generali Asset Management SPA SGR ($948.39K), UBS Group AG ($847.87K), Muzinich & Co. Inc. ($766.45K), Altshuler Shaham Ltd ($650.44K), Marshall Wace LLP ($599.09K), Sumitomo Mitsui Trust Group Inc. ($558.11K), and American Financial Group Inc. ($531.50K).

Institutional investors have bought a total of 8,218,852 shares in the last 24 months. This purchase volume represents approximately $135.28M in transactions.

Of the 42 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: Renaissance Technologies LLC ($421.36K), Rivernorth Capital Management LLC ($224.58K), Balyasny Asset Management L.P. ($175.05K), JPMorgan Chase & Co. ($137.26K), Van ECK Associates Corp ($126.86K), Millennium Management LLC ($83.89K), and Shikiar Asset Management Inc. ($64.10K).

Institutional investors have sold a total of 1,873,389 shares in the last 24 months. This volume of shares sold represents approximately $30.67M in transactions.


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This page (NYSE:MSDL) was last updated on 8/4/2026 by MarketBeat.com Staff.
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