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Morgan Stanley Direct Lending Fund (MSDL) Institutional Ownership

Morgan Stanley Direct Lending Fund logo
$15.52 +0.37 (+2.44%)
As of 12:02 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Morgan Stanley Direct Lending Fund (NYSE:MSDL)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$163.52M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$31.30M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Bank of America Corp DE10,270$143K0.0%-79.7%0.012%
5/18/2026 Sunbelt Securities Inc.3,000$42K0.0%N/A0.004%
5/18/2026 Rivernorth Capital Management LLC1,052,351$14.69M0.7%+37.6%1.242%
5/18/2026 Royal Bank of Canada57,089$797K0.0%+21.1%0.067%
5/16/2026 Infrastructure Capital Advisors LLC26,001$363K0.0%+160.0%0.031%
5/14/2026 Renaissance Technologies LLC101,429$1.42M0.0%-24.0%0.120%
5/14/2026 Lido Advisors LLC59,423$836K0.0%-6.6%0.070%
5/13/2026 Cetera Investment Advisers53,782$751K0.0%+34.2%0.063%
5/8/2026 NewGen Asset Management Ltd24,300$339K0.1%N/A0.028%
5/5/2026 Sanctuary 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%
4/23/2026 GraniteShares Advisors LLC142,844$1.99M1.4%-10.3%0.167%
4/20/2026 TrueMark Investments LLC25,985$363K0.1%+73.2%0.030%
4/17/2026 Sweeney & Michel LLC10,500$154K0.0%N/A0.012%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S133,731$1.87M0.0%+3.1%0.156%
3/17/2026 Rockefeller Capital Management L.P.104,768$1.73M0.0%+7.1%0.122%
3/16/2026 Osbon Capital Management LLC11,206$185K0.2%N/A0.013%
3/4/2026 SHP Wealth Management2,387$39K0.0%N/A0.003%
2/23/2026 Virtu Financial LLC31,736$523K0.0%N/A0.037%
2/19/2026 Invesco Ltd.27,915$460K0.0%-59.2%0.032%
2/18/2026 Beacon Pointe Advisors LLC47,189$778K0.0%+100.8%0.054%
2/18/2026 Obsidian Cio LLC17,220$284K0.3%-70.8%0.020%
2/18/2026 XTX Topco Ltd81,599$1.35M0.0%N/A0.094%
2/18/2026 Virtus Investment Advisers LLC26,281$433K0.1%-13.3%0.030%
2/18/2026 Toronto Dominion Bank713,641$11.76M0.0%+26.2%0.822%
2/18/2026 Quadrature Capital Ltd48,867$805K0.0%-3.6%0.056%
2/18/2026 Rivernorth Capital Management LLC764,543$12.60M0.6%-22.7%0.881%
2/18/2026 Oxford Asset Management LLP10,403$171K0.1%N/A0.012%
2/18/2026 Millennium Management LLC268,646$4.43M0.0%-23.6%0.309%
2/18/2026 Infrastructure Capital Advisors LLC10,001$165K0.0%N/A0.012%
2/18/2026 Balyasny Asset Management L.P.11,567$191K0.0%-93.4%0.013%
2/18/2026 Altshuler Shaham Ltd650,437$10.72M0.2%N/A0.749%
2/17/2026 Guggenheim Capital LLC17,321$285K0.0%+19.1%0.020%
2/17/2026 Schonfeld Strategic Advisors LLC130,312$2.15M0.0%N/A0.150%
2/17/2026 Almitas Capital LLC20,000$330K0.1%N/A0.023%
2/17/2026DV Equities LLC2,500$41K0.0%N/A0.003%
2/17/2026 Cetera Investment Advisers40,076$660K0.0%+29.5%0.046%
2/17/2026 Trexquant Investment LP448,097$7.39M0.1%+89.3%0.516%
2/17/2026 Sciencast Management LP12,336$203K0.0%-16.3%0.014%
2/17/2026 Osaic Holdings Inc.32,807$541K0.0%-8.5%0.038%
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2/17/2026 Russell Investments Group Ltd.242,417$4.00M0.0%N/A0.279%
2/17/2026 Royal Bank of Canada47,152$777K0.0%-37.0%0.054%
2/16/2026 Entropy Technologies LP29,206$481K0.0%N/A0.034%
2/13/2026 Kestra Advisory Services LLC4,882$80K0.0%N/A0.006%
2/13/2026 Stifel Financial Corp93,742$1.55M0.0%-32.8%0.108%
2/13/2026 Ares Management LLC100,000$1.65M0.1%N/A0.115%
2/13/2026 Morgan Stanley15,876,336$261.64M0.0%-0.2%18.289%
2/13/2026 Truffle Hound Capital LLC320,000$5.27M1.4%N/A0.369%
2/13/2026 Van ECK Associates Corp1,840,835$30.34M0.0%-6.4%2.121%
2/13/2026 Wells Fargo & Company MN408,416$6.73M0.0%+14.5%0.470%
2/12/2026 HRT Financial LP394,241$6.50M0.0%N/A0.454%
2/12/2026 DRW Securities LLC10,709$176K0.0%N/A0.012%
2/12/2026 Commonwealth Equity Services LLC34,116$562K0.0%-20.2%0.039%
2/12/2026 Renaissance Technologies LLC133,500$2.20M0.0%-74.5%0.154%
2/12/2026 American Financial Group Inc.531,500$8.76M3.2%N/A0.612%
2/12/2026 Marex Group plc71,050$1.17M0.0%+43.2%0.082%
2/12/2026 Steward Partners Investment Advisory LLC68,404$1.13M0.0%+113.0%0.079%
2/11/2026 LPL Financial LLC74,641$1.23M0.0%-38.2%0.086%
2/11/2026 Franklin 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%
2/11/2026 BI Asset Management Fondsmaeglerselskab A S129,751$2.14M0.0%+140.8%0.149%
2/11/2026 Fosun International Ltd221,872$3.66M0.9%N/A0.256%
2/11/2026 TT Capital Management LLC302,946$4.99M4.0%+1.8%0.349%
2/10/2026 Lido Advisors LLC63,614$1.05M0.0%+226.6%0.073%
2/10/2026 Goldman Sachs Group Inc.160,515$2.65M0.0%+1.7%0.185%
2/10/2026 Clear Harbor Asset Management LLC13,910$229K0.0%N/A0.016%
2/10/2026 Sfmg LLC238,045$3.92M0.3%-8.2%0.274%
2/9/2026 Harbour Investments Inc.5,618$93K0.0%N/A0.006%
2/6/2026 Americana Partners LLC551,776$9.09M0.2%+2.4%0.636%
2/6/2026 Van 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%
2/3/2026 Denali 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%
1/29/2026 UBS Group AG1,668,693$27.50M0.0%+73.0%1.922%
1/29/2026 Sanctuary Advisors LLC18,524$305K0.0%-10.8%0.021%
1/29/2026 Global Strategic Investment Solutions LLC21,294$351K0.0%+16.0%0.025%
1/27/2026 GraniteShares Advisors LLC159,184$2.62M1.6%N/A0.183%
1/23/2026 Cura 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%
1/21/2026 Naviter Wealth LLC122,478$2.09M0.3%-24.1%0.141%
1/21/2026 Sound Income Strategies LLC4,007$66K0.0%N/A0.005%
1/20/2026 GraniteShares Advisors LLC159,184$2.62M2.3%N/A0.183%
1/20/2026 Kelleher Financial Advisors9,906$163K0.0%N/A0.011%
1/16/2026 Legacy Capital Wealth Partners LLC76,982$1.27M0.3%+8.7%0.089%
1/15/2026 Jaffetilchin Investment Partners LLC20,192$333K0.0%N/A0.023%
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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%
1/1/2026 JPMorgan 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%
11/17/2025 NewEdge Advisors LLC2,000$32K0.0%N/A0.002%
11/17/2025 National Bank of Canada FI16,800$270K0.0%+229.4%0.019%


MSDL Institutional Ownership - Frequently Asked Questions

During the previous two years, 156 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 150 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 9,722,766 shares in the last 24 months. This purchase volume represents approximately $163.52M in transactions.

Of the 43 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. ($78.85K).

Institutional investors have sold a total of 1,907,248 shares in the last 24 months. This volume of shares sold represents approximately $31.30M in transactions.


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This page (NYSE:MSDL) was last updated on 6/4/2026 by MarketBeat.com Staff.
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