MORGAN STANLEY DIRECT LENDIN (MSDL) Institutional Shareholders
MORGAN STANLEY DIRECT LENDIN (MSDL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $559.45M in MSDL holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of MSDL tracked by InsiderSet, reporting ownership valued at approximately $237.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $230.03M, representing an estimated loss of -3.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed MSDL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Van Eck Associates Corp, and several other long-term asset managers with concentrated positions in MORGAN STANLEY DIRECT LENDIN (MSDL).
This page ranks the largest institutional MSDL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
134
Total Reported Value
$559.45M
Largest Holder
Morgan Stanley
Largest Position
$237.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 15,723,274 | $237,735,924 | $230,031,499 | -$7,704,425 | -3.24% | |
| Ubs Group Ag | 0.01% | 2,581,090 | $39,026,081 | $37,761,347 | -$1,264,734 | -3.24% | |
| Van Eck Associates Corp | 0.02% | 2,014,119 | $30,453,479 | $29,466,561 | -$986,918 | -3.24% | |
| Generali Asset Management Spa Sgr | 0.50% | 1,829,964 | $27,669,056 | $26,772,373 | -$896,683 | -3.24% | |
| Lunate Capital Ltd | 8.51% | 1,103,814 | $16,689,668 | $16,148,799 | -$540,869 | -3.24% | |
| Russell Investments Group, Ltd. | 0.01% | 1,061,802 | $16,054,446 | $15,534,163 | -$520,283 | -3.24% | |
| Two Sigma Investments, Lp | 0.01% | 893,188 | $13,505,003 | $13,067,340 | -$437,663 | -3.24% | |
| Muzinich & Co., Inc. | 4.33% | 838,899 | $12,684,152 | $12,273,092 | -$411,060 | -3.24% | |
| Ares Management Llc | 0.51% | 775,128 | $11,719,935 | $11,340,123 | -$379,812 | -3.24% | |
| Altshuler Shaham Ltd | 0.12% | 650,437 | $9,834,607 | $9,515,893 | -$318,714 | -3.24% | |
| American Financial Group Inc | 3.40% | 631,500 | $9,548,280 | $9,238,845 | -$309,435 | -3.24% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | 616,116 | $9,315,674 | $9,013,777 | -$301,897 | -3.24% | |
| Brown Brothers Harriman & Co | 0.04% | 539,662 | $8,159,689 | $7,895,255 | -$264,434 | -3.24% | |
| Wells Fargo & Company/Mn | 0.00% | 515,964 | $7,801,376 | $7,548,553 | -$252,823 | -3.24% | |
| Dg Capital Management, Llc | 2.49% | 475,537 | $7,190,119 | $6,957,106 | -$233,013 | -3.24% | |
| Caz Investments Lp | 2.87% | 399,455 | $6,039,760 | $5,844,027 | -$195,733 | -3.24% | |
| Tt Capital Management Llc | 4.04% | 343,317 | $5,190,953 | $5,022,728 | -$168,225 | -3.24% | |
| Hennion & Walsh Asset Management, Inc. | 0.14% | 315,801 | $4,774,911 | $4,620,169 | -$154,742 | -3.24% | |
| Trexquant Investment Lp | 0.03% | 296,078 | $4,476,699 | $4,331,621 | -$145,078 | -3.24% | |
| Americana Partners, Llc | 0.09% | 262,611 | $3,970,678 | $3,841,999 | -$128,679 | -3.24% | |
| Fosun International Ltd | 0.81% | 240,374 | $3,634,455 | $3,516,672 | -$117,783 | -3.24% | |
| Liberty Mutual Group Asset Management Inc. | 0.27% | 204,770 | $3,096,122 | $2,995,785 | -$100,337 | -3.24% | |
| Millennium Management Llc | 0.00% | 204,517 | $3,092,297 | $2,992,084 | -$100,213 | -3.24% | |
| Cullen/Frost Bankers, Inc. | 0.03% | 184,080 | $2,783,290 | $2,693,090 | -$90,200 | -3.24% | |
| Naviter Wealth, Llc | 0.25% | 176,534 | $2,748,459 | $2,582,692 | -$165,767 | -6.03% | |
| Rockefeller Capital Management L.P. | 0.00% | 165,873 | $2,508,004 | $2,426,722 | -$81,282 | -3.24% | |
| Graniteshares Advisors Llc | 1.60% | 164,369 | $2,485,259 | $2,404,718 | -$80,541 | -3.24% | |
| Sfmg, Llc | 0.15% | 159,722 | $2,414,997 | $2,336,733 | -$78,264 | -3.24% | |
| Adams Asset Advisors, Llc | 0.25% | 148,696 | $2,248,284 | $2,175,422 | -$72,862 | -3.24% | |
| Neuberger Berman Group Llc | 0.00% | 148,087 | $2,239,075 | $2,166,513 | -$72,562 | -3.24% | |
| Raymond James Financial Inc | 0.00% | 145,746 | $2,203,673 | $2,132,264 | -$71,409 | -3.24% | |
| Focus Partners Wealth | 0.00% | 141,101 | $2,135,750 | $2,064,308 | -$71,442 | -3.35% | |
| State Street Corp | 0.00% | 124,279 | $1,934,648 | $1,818,202 | -$116,446 | -6.02% | |
| Shikiar Asset Management Inc | 0.43% | 112,750 | $1,705,000 | $1,649,533 | -$55,468 | -3.25% | |
| Gfs Advisors, Llc | 0.18% | 2,900 | $1,696,451 | $42,427 | -$1,654,024 | -97.50% | |
| Legacy Capital Wealth Partners, Llc | 0.32% | 110,870 | $1,676,350 | $1,622,028 | -$54,322 | -3.24% | |
| Royal Bank Of Canada | 0.00% | 107,947 | $1,632,000 | $1,579,265 | -$52,735 | -3.23% | |
| Callodine Capital Management, Lp | 0.10% | 100,000 | $1,512,000 | $1,463,000 | -$49,000 | -3.24% | |
| Stifel Financial Corp | 0.00% | 95,023 | $1,436,701 | $1,390,186 | -$46,515 | -3.24% | |
| Lpl Financial Llc | 0.00% | 92,091 | $1,392,411 | $1,347,291 | -$45,120 | -3.24% | |
| Activest Wealth Management | 0.26% | 88,943 | $1,344,812 | $1,301,236 | -$43,576 | -3.24% | |
| Lm Advisors Llc | 0.15% | 84,112 | $1,310,000 | $1,230,559 | -$79,441 | -6.06% | |
| Ilex Capital Partners (Uk) Llp | 0.03% | 82,946 | $1,254,144 | $1,213,500 | -$40,644 | -3.24% | |
| Citadel Advisors Llc | 0.00% | 73,595 | $1,112,756 | $1,076,695 | -$36,061 | -3.24% | |
| Victory Capital Management Inc | 0.00% | 69,269 | $1,047,347 | $1,013,405 | -$33,942 | -3.24% | |
| Confluence Investment Management Llc | 0.02% | 67,513 | $1,020,797 | $987,715 | -$33,082 | -3.24% | |
| Goldman Sachs Group Inc | 0.00% | 60,609 | $916,408 | $886,710 | -$29,698 | -3.24% | |
| Balyasny Asset Management L.P. | 0.00% | 59,442 | $898,763 | $869,636 | -$29,127 | -3.24% | |
| Susquehanna International Group, Llp | 0.00% | 53,542 | $809,555 | $783,319 | -$26,236 | -3.24% | |
| Denali Advisors Llc | 0.08% | 52,862 | $799,273 | $773,371 | -$25,902 | -3.24% |
Frequently asked questions about MSDL
Who owns the most MSDL stock?
The largest holders of MSDL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MORGAN STANLEY DIRECT LENDIN (MSDL).
Is MSDL widely held by superinvestors?
Many widely followed stocks like MSDL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MSDL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.