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 $498.04M 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 $221.61M in its March 31, 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 $241.29M, representing an estimated gain of +8.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed MSDL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Generali Asset Management Spa Sgr, Ubs Group Ag, 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
138
Total Reported Value
$498.04M
Largest Holder
Morgan Stanley
Largest Position
$221.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
166
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% | 15,874,362 | $221,606,117 | $241,290,302 | +$19,684,185 | +8.88% | |
| Generali Asset Management Spa Sgr | 0.50% | 1,829,964 | $27,669,056 | $27,815,453 | +$146,397 | +0.53% | |
| Ubs Group Ag | 0.00% | 1,596,596 | $22,288,480 | $24,268,259 | +$1,979,779 | +8.88% | |
| Lunate Capital Ltd | 8.51% | 1,103,814 | $16,689,668 | $16,777,973 | +$88,305 | +0.53% | |
| Rivernorth Capital Management, Llc | 0.73% | 1,052,351 | $14,690,820 | $15,995,735 | +$1,304,915 | +8.88% | |
| Muzinich & Co., Inc. | 4.33% | 838,899 | $12,684,152 | $12,751,265 | +$67,113 | +0.53% | |
| Two Sigma Investments, Lp | 0.01% | 889,349 | $12,415,312 | $13,518,105 | +$1,102,793 | +8.88% | |
| Russell Investments Group, Ltd. | 0.01% | 721,949 | $10,078,408 | $10,973,625 | +$895,217 | +8.88% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | 616,116 | $9,315,674 | $9,364,963 | +$49,289 | +0.53% | |
| Altshuler Shaham Ltd | 0.17% | 650,437 | $9,080,101 | $9,886,642 | +$806,541 | +8.88% | |
| American Financial Group Inc | 3.30% | 631,500 | $8,815,740 | $9,598,800 | +$783,060 | +8.88% | |
| Toronto Dominion Bank | 0.02% | 622,212 | $8,686,080 | $9,457,622 | +$771,542 | +8.88% | |
| Dg Capital Management, Llc | 3.47% | 575,537 | $8,034,497 | $8,748,162 | +$713,665 | +8.88% | |
| Wells Fargo & Company/Mn | 0.00% | 542,796 | $7,577,425 | $8,250,499 | +$673,074 | +8.88% | |
| Ares Management Llc | 0.38% | 412,000 | $5,751,520 | $6,262,400 | +$510,880 | +8.88% | |
| Trexquant Investment Lp | 0.04% | 409,326 | $5,714,191 | $6,221,755 | +$507,564 | +8.88% | |
| Tt Capital Management Llc | 4.04% | 343,317 | $5,190,953 | $5,218,418 | +$27,465 | +0.53% | |
| Hennion & Walsh Asset Management, Inc. | 0.14% | 315,801 | $4,774,911 | $4,800,175 | +$25,264 | +0.53% | |
| Millennium Management Llc | 0.00% | 276,026 | $3,853,323 | $4,195,595 | +$342,272 | +8.88% | |
| Hightower Advisors, Llc | 0.00% | 265,284 | $3,703,376 | $4,032,317 | +$328,941 | +8.88% | |
| Americana Partners, Llc | 0.09% | 257,184 | $3,590,289 | $3,909,197 | +$318,908 | +8.88% | |
| Fosun International Ltd | 0.84% | 240,374 | $3,355,621 | $3,653,685 | +$298,064 | +8.88% | |
| Sfmg, Llc | 0.20% | 208,725 | $2,913,801 | $3,172,620 | +$258,819 | +8.88% | |
| Liberty Mutual Group Asset Management Inc. | 0.23% | 204,770 | $2,858,589 | $3,112,504 | +$253,915 | +8.88% | |
| Cullen/Frost Bankers, Inc. | 0.03% | 184,080 | $2,783,290 | $2,798,016 | +$14,726 | +0.53% | |
| Xtx Topco Ltd | 0.05% | 191,913 | $2,679,105 | $2,917,078 | +$237,973 | +8.88% | |
| Franklin Resources Inc | 0.00% | 186,811 | $2,607,882 | $2,839,527 | +$231,645 | +8.88% | |
| Graniteshares Advisors Llc | 1.60% | 164,369 | $2,485,259 | $2,498,409 | +$13,150 | +0.53% | |
| Neuberger Berman Group Llc | 0.00% | 162,067 | $2,262,455 | $2,463,418 | +$200,963 | +8.88% | |
| Adams Asset Advisors, Llc | 0.25% | 148,696 | $2,248,284 | $2,260,179 | +$11,895 | +0.53% | |
| Exoduspoint Capital Management, Lp | 0.02% | 160,332 | $2,238,235 | $2,437,046 | +$198,811 | +8.88% | |
| Point72 Asset Management, L.P. | 0.00% | 154,421 | $2,155,717 | $2,347,199 | +$191,482 | +8.88% | |
| Jane Street Group, Llc | 0.00% | 151,464 | $2,114,437 | $2,302,253 | +$187,816 | +8.88% | |
| Rockefeller Capital Management L.P. | 0.00% | 151,034 | $2,108,435 | $2,295,717 | +$187,282 | +8.88% | |
| Naviter Wealth, Llc | 0.25% | 140,627 | $2,026,434 | $2,137,530 | +$111,096 | +5.48% | |
| Balyasny Asset Management L.P. | 0.00% | 116,753 | $1,629,872 | $1,774,646 | +$144,774 | +8.88% | |
| P.A.W. Capital Corp | 1.19% | 102,600 | $1,551,312 | $1,559,520 | +$8,208 | +0.53% | |
| State Street Corp | 0.00% | 105,464 | $1,519,384 | $1,603,053 | +$83,669 | +5.51% | |
| Raymond James Financial Inc | 0.00% | 106,424 | $1,485,682 | $1,617,645 | +$131,963 | +8.88% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 101,429 | $1,415,949 | $1,541,721 | +$125,772 | +8.88% |
| Activest Wealth Management | 0.26% | 88,943 | $1,344,812 | $1,351,934 | +$7,122 | +0.53% | |
| Stifel Financial Corp | 0.00% | 93,114 | $1,299,869 | $1,415,333 | +$115,464 | +8.88% | |
| Goldman Sachs Group Inc | 0.00% | 88,847 | $1,240,304 | $1,350,474 | +$110,170 | +8.88% | |
| Legacy Capital Wealth Partners, Llc | 0.25% | 86,033 | $1,201,022 | $1,307,702 | +$106,680 | +8.88% | |
| Citadel Advisors Llc | 0.00% | 77,072 | $1,075,925 | $1,171,494 | +$95,569 | +8.88% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 75,048 | $1,047,670 | $1,140,730 | +$93,060 | +8.88% | |
| Confluence Investment Management Llc | 0.02% | 67,513 | $1,020,797 | $1,026,198 | +$5,401 | +0.53% | |
| Lpl Financial Llc | 0.00% | 70,951 | $990,482 | $1,078,455 | +$87,973 | +8.88% | |
| Invesco Ltd. | 0.00% | 65,882 | $919,713 | $1,001,406 | +$81,693 | +8.88% | |
| Lido Advisors, Llc | 0.00% | 59,423 | $836,358 | $903,230 | +$66,872 | +8.00% |
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.