MSDL Institutional Ownership & Shareholders
MORGAN STANLEY DIRECT LENDIN (MSDL) is currently held by 139 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $551.42M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $218.08M, representing an estimated loss of -8.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
139
Total Reported Value
$551.42M
Largest Holder
Morgan Stanley
Largest Position
$237.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
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 | $218,081,810 | -$19,654,114 | -8.27% | |
| Ubs Group Ag | 0.01% | 2,581,090 | $39,026,081 | $35,799,718 | -$3,226,363 | -8.27% | |
| Van Eck Associates Corp | 0.02% | 2,014,119 | $30,453,479 | $27,935,831 | -$2,517,648 | -8.27% | |
| Generali Asset Management Spa Sgr | 0.44% | 1,829,964 | $24,942,409 | $25,381,601 | +$439,192 | +1.76% | |
| Lunate Capital Ltd | 8.51% | 1,103,814 | $16,689,668 | $15,309,900 | -$1,379,768 | -8.27% | |
| Russell Investments Group, Ltd. | 0.01% | 1,061,802 | $16,054,446 | $14,727,194 | -$1,327,252 | -8.27% | |
| Two Sigma Investments, Lp | 0.01% | 893,188 | $13,505,003 | $12,388,518 | -$1,116,485 | -8.27% | |
| Muzinich & Co., Inc. | 4.00% | 885,128 | $12,064,294 | $12,276,725 | +$212,431 | +1.76% | |
| Ares Management Llc | 0.51% | 775,128 | $11,719,935 | $10,751,025 | -$968,910 | -8.27% | |
| Altshuler Shaham Ltd | 0.12% | 650,437 | $9,834,607 | $9,021,561 | -$813,046 | -8.27% | |
| American Financial Group Inc | 3.40% | 631,500 | $9,548,280 | $8,758,905 | -$789,375 | -8.27% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 626,116 | $8,533,961 | $8,684,229 | +$150,268 | +1.76% | |
| Brown Brothers Harriman & Co | 0.04% | 539,662 | $8,159,689 | $7,485,112 | -$674,577 | -8.27% | |
| Wells Fargo & Company/Mn | 0.00% | 515,964 | $7,801,376 | $7,156,421 | -$644,955 | -8.27% | |
| Dg Capital Management, Llc | 2.49% | 475,537 | $7,190,119 | $6,595,698 | -$594,421 | -8.27% | |
| Caz Investments Lp | 2.55% | 399,455 | $6,039,760 | $5,540,441 | -$499,319 | -8.27% | |
| Tt Capital Management Llc | 4.10% | 411,059 | $5,602,734 | $5,701,388 | +$98,654 | +1.76% | |
| Trexquant Investment Lp | 0.03% | 296,078 | $4,476,699 | $4,106,602 | -$370,097 | -8.27% | |
| Hennion & Walsh Asset Management, Inc. | 0.13% | 326,802 | $4,454,311 | $4,532,744 | +$78,433 | +1.76% | |
| Fosun International Ltd | 0.81% | 240,374 | $3,634,455 | $3,333,987 | -$300,468 | -8.27% | |
| Americana Partners, Llc | 0.08% | 260,714 | $3,553,527 | $3,616,103 | +$62,576 | +1.76% | |
| Liberty Mutual Group Asset Management Inc. | 0.27% | 204,770 | $3,096,122 | $2,840,160 | -$255,962 | -8.27% | |
| Millennium Management Llc | 0.00% | 204,517 | $3,092,297 | $2,836,651 | -$255,646 | -8.27% | |
| Naviter Wealth, Llc | 0.25% | 176,534 | $2,748,459 | $2,448,527 | -$299,932 | -10.91% | |
| Neuberger Berman Group Llc | 0.00% | 166,108 | $2,737,460 | $2,303,918 | -$433,542 | -15.84% | |
| Cullen/Frost Bankers, Inc. | 0.02% | 184,080 | $2,509,010 | $2,553,190 | +$44,180 | +1.76% | |
| Rockefeller Capital Management L.P. | 0.00% | 165,873 | $2,508,004 | $2,300,659 | -$207,345 | -8.27% | |
| Sfmg, Llc | 0.15% | 159,722 | $2,414,997 | $2,215,344 | -$199,653 | -8.27% | |
| Graniteshares Advisors Llc | 1.49% | 166,952 | $2,275,556 | $2,315,624 | +$40,068 | +1.76% | |
| Raymond James Financial Inc | 0.00% | 145,746 | $2,203,673 | $2,021,497 | -$182,176 | -8.27% | |
| Focus Partners Wealth | 0.00% | 141,101 | $2,135,750 | $1,957,071 | -$178,679 | -8.37% | |
| Adams Asset Advisors, Llc | 0.20% | 145,210 | $1,979,212 | $2,014,063 | +$34,851 | +1.76% | |
| State Street Corp | 0.00% | 124,279 | $1,934,648 | $1,723,750 | -$210,898 | -10.90% | |
| Gfs Advisors, Llc | 0.18% | 2,900 | $1,696,451 | $40,223 | -$1,656,228 | -97.63% | |
| Royal Bank Of Canada | 0.00% | 107,947 | $1,632,000 | $1,497,225 | -$134,775 | -8.26% | |
| Legacy Capital Wealth Partners, Llc | 0.33% | 116,535 | $1,588,369 | $1,616,340 | +$27,971 | +1.76% | |
| Callodine Capital Management, Lp | 0.10% | 100,000 | $1,512,000 | $1,387,000 | -$125,000 | -8.27% | |
| Stifel Financial Corp | 0.00% | 95,023 | $1,436,701 | $1,317,969 | -$118,732 | -8.26% | |
| Lpl Financial Llc | 0.00% | 92,091 | $1,392,411 | $1,277,302 | -$115,109 | -8.27% | |
| Lm Advisors Llc | 0.15% | 84,112 | $1,310,000 | $1,166,633 | -$143,367 | -10.94% | |
| Ilex Capital Partners (Uk) Llp | 0.03% | 82,946 | $1,254,144 | $1,150,461 | -$103,683 | -8.27% | |
| Citadel Advisors Llc | 0.00% | 73,595 | $1,112,756 | $1,020,763 | -$91,993 | -8.27% | |
| Victory Capital Management Inc | 0.00% | 69,269 | $1,047,347 | $960,761 | -$86,586 | -8.27% | |
| Arlington Capital Management, Inc. | 0.58% | 73,829 | $1,006,289 | $1,024,008 | +$17,719 | +1.76% | |
| Confluence Investment Management Llc | 0.02% | 68,882 | $938,862 | $955,393 | +$16,531 | +1.76% | |
| Activest Wealth Management | 0.17% | 68,455 | $933,040 | $949,471 | +$16,431 | +1.76% | |
| Goldman Sachs Group Inc | 0.00% | 60,609 | $916,408 | $840,647 | -$75,761 | -8.27% | |
| Balyasny Asset Management L.P. | 0.00% | 59,442 | $898,763 | $824,461 | -$74,302 | -8.27% | |
| Susquehanna International Group, Llp | 0.00% | 53,542 | $809,555 | $742,628 | -$66,927 | -8.27% | |
| Denali Advisors Llc | 0.08% | 52,862 | $799,273 | $733,196 | -$66,077 | -8.27% |
Frequently asked questions about MSDL
Who are the largest institutional holders of MSDL?
The largest institutional holders of MSDL reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, Van Eck Associates Corp, Generali Asset Management Spa Sgr, and Lunate Capital Ltd. InsiderSet ranks institutional holders by their latest reported MSDL position.
What is MSDL institutional ownership?
This page tracks MSDL positions reported by institutional investment managers through SEC Form 13F. MORGAN STANLEY DIRECT LENDIN (MSDL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MSDL?
InsiderSet currently tracks 139 institutional managers reporting MSDL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MSDL shareholders.
How much MSDL stock do institutions own?
Institutional investment managers disclosed approximately $551.42M in MSDL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MSDL institutional ownership last updated?
The latest MSDL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MSDL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MSDL position after the reporting date.
Are institutions buying or selling MSDL?
Institutional buying and selling can be analyzed by comparing MSDL positions across consecutive 13F reporting periods. InsiderSet's MSDL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MSDL ownership changes.
How has MSDL institutional ownership changed over time?
InsiderSet tracks MSDL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.