MSIF Institutional Ownership & Shareholders
MSC INCOME FUND INC (MSIF) is currently held by 157 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $168.50M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sanders Morris Harris Llc is currently the largest disclosed institutional shareholder of MSIF tracked by InsiderSet, reporting ownership valued at approximately $35.53M in its September 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 $34.52M, representing an estimated loss of -2.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed MSIF value among the investors covered in this analysis. Major shareholders include Sanders Morris Harris Llc, Ares Management Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in MSC INCOME FUND INC (MSIF).
This page ranks the largest institutional MSIF 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
157
Total Reported Value
$168.50M
Largest Holder
Sanders Morris Harris Llc
Largest Position
$35.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sanders Morris Harris Llc | 4.70% | 2,908,143 | $35,525,090 | $34,519,657 | -$1,005,433 | -2.83% | |
| Ares Management Llc | 0.64% | 1,267,910 | $14,669,719 | $15,050,092 | +$380,373 | +2.59% | |
| Ubs Group Ag | 0.00% | 1,006,541 | $11,645,679 | $11,947,642 | +$301,963 | +2.59% | |
| Van Eck Associates Corp | 0.01% | 915,670 | $10,594,302 | $10,869,003 | +$274,701 | +2.59% | |
| Two Sigma Investments, Lp | 0.01% | 783,888 | $9,069,584 | $9,304,751 | +$235,167 | +2.59% | |
| North Ground Capital | 7.46% | 537,600 | $6,220,032 | $6,381,312 | +$161,280 | +2.59% | |
| Lpl Financial Llc | 0.00% | 444,595 | $5,143,964 | $5,277,343 | +$133,379 | +2.59% | |
| Marshall Wace, Llp | 0.00% | 318,804 | $3,688,564 | $3,784,203 | +$95,639 | +2.59% | |
| Cetera Investment Advisers | 0.00% | 258,741 | $2,993,636 | $3,071,256 | +$77,620 | +2.59% | |
| Qube Research & Technologies Ltd | 0.00% | 223,256 | $2,583,072 | $2,650,049 | +$66,977 | +2.59% | |
| Osaic Holdings, Inc. | 0.00% | 211,898 | $2,451,714 | $2,515,229 | +$63,515 | +2.59% | |
| Centaurus Financial, Inc. | 0.09% | 210,296 | $2,433,000 | $2,496,214 | +$63,214 | +2.60% | |
| Fj Capital Management Llc | 0.31% | 206,254 | $2,386,359 | $2,448,235 | +$61,876 | +2.59% | |
| J.W. Cole Advisors, Inc. | 0.04% | 202,156 | $2,338,942 | $2,399,592 | +$60,650 | +2.59% | |
| Clayton Partners Llc | 1.52% | 200,000 | $2,314,000 | $2,374,000 | +$60,000 | +2.59% | |
| Blackrock, Inc. | 0.00% | 174,876 | $2,023,315 | $2,075,778 | +$52,463 | +2.59% | |
| Sigma Planning Corp | 0.05% | 170,597 | $2,007,923 | $2,024,986 | +$17,063 | +0.85% | |
| Alpine Global Management, Llc | 0.29% | 152,492 | $1,764,332 | $1,810,080 | +$45,748 | +2.59% | |
| Barclays Plc | 0.00% | 142,933 | $1,653,735 | $1,696,615 | +$42,880 | +2.59% | |
| Morgan Stanley | 0.00% | 134,600 | $1,557,322 | $1,597,702 | +$40,380 | +2.59% | |
| Intrinsic Edge Capital Management Llc | 0.19% | 130,000 | $1,504,100 | $1,543,100 | +$39,000 | +2.59% | |
| U.S. Capital Wealth Advisors, Llc | 0.03% | 109,672 | $1,335,802 | $1,301,807 | -$33,995 | -2.54% | |
| Riverbridge Partners Llc | 0.04% | 114,945 | $1,329,917 | $1,364,397 | +$34,480 | +2.59% | |
| Aviso Wealth Management | 0.45% | 114,250 | $1,321,873 | $1,356,148 | +$34,275 | +2.59% | |
| Atom Investors Lp | 0.12% | 112,619 | $1,303,002 | $1,336,788 | +$33,786 | +2.59% | |
| Arax Advisory Partners | 0.01% | 106,794 | $1,235,612 | $1,267,645 | +$32,033 | +2.59% | |
| Diversify Advisory Services, Llc | 0.02% | 104,196 | $1,230,275 | $1,236,807 | +$6,532 | +0.53% | |
| Diversify Wealth Management, Llc | 0.02% | 104,196 | $1,230,275 | $1,236,807 | +$6,532 | +0.53% | |
| Rockport Wealth Llc | 0.19% | 97,151 | $1,124,038 | $1,153,182 | +$29,144 | +2.59% | |
| Arkadios Wealth Advisors | 0.02% | 95,647 | $1,106,644 | $1,135,330 | +$28,686 | +2.59% | |
| Cwm, Llc | 0.00% | 89,080 | $1,084,994 | $1,057,380 | -$27,614 | -2.55% | |
| Merit Financial Group, Llc | 0.01% | 90,722 | $1,049,659 | $1,076,870 | +$27,211 | +2.59% | |
| Private Advisor Group, Llc | 0.00% | 89,913 | $1,040,290 | $1,067,267 | +$26,977 | +2.59% | |
| Harbour Investments, Inc. | 0.01% | 81,941 | $948,057 | $972,640 | +$24,583 | +2.59% | |
| Magnetar Financial Llc | 0.01% | 81,253 | $940,097 | $964,473 | +$24,376 | +2.59% | |
| Xtx Topco Ltd | 0.01% | 77,877 | $901,037 | $924,400 | +$23,363 | +2.59% | |
| Legacy Wealth Managment, Llc/Id | 0.34% | 71,950 | $832,458 | $854,047 | +$21,589 | +2.59% | |
| Millennium Management Llc | 0.00% | 68,599 | $793,690 | $814,270 | +$20,580 | +2.59% | |
| Commonwealth Equity Services, Llc | 0.00% | 58,737 | $691,330 | $697,208 | +$5,878 | +0.85% | |
| Captrust Financial Advisors | 0.00% | 57,101 | $660,660 | $677,789 | +$17,129 | +2.59% | |
| Rfg Advisory, Llc | 0.01% | 56,664 | $655,600 | $672,602 | +$17,002 | +2.59% | |
| Confluence Investment Management Llc | 0.01% | 55,294 | $650,810 | $656,340 | +$5,530 | +0.85% | |
| Bos Asset Management, Llc | 0.15% | 55,290 | $650,763 | $656,292 | +$5,529 | +0.85% | |
| Royal Bank Of Canada | 0.00% | 53,836 | $623,000 | $639,033 | +$16,033 | +2.57% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 49,405 | $571,616 | $586,437 | +$14,821 | +2.59% | |
| Meridian Investment Counsel Inc. | 0.13% | 48,350 | $569,080 | $573,915 | +$4,835 | +0.85% | |
| Prospera Financial Services Inc | 0.01% | 47,824 | $553,453 | $567,671 | +$14,218 | +2.57% | |
| Joel Isaacson & Co., Llc | 0.02% | 46,174 | $534,233 | $548,085 | +$13,852 | +2.59% | |
| Envestnet Asset Management Inc | 0.00% | 42,946 | $496,880 | $509,769 | +$12,889 | +2.59% | |
| Beacon Financial Advisory Llc | 0.09% | 42,006 | $494,411 | $498,611 | +$4,200 | +0.85% |
Frequently asked questions about MSIF
Who are the largest institutional holders of MSIF?
The largest institutional holders of MSIF reported in the latest SEC Form 13F filings include Sanders Morris Harris Llc, Ares Management Llc, Ubs Group Ag, Van Eck Associates Corp, and Two Sigma Investments, Lp. InsiderSet ranks institutional holders by their latest reported MSIF position.
What is MSIF institutional ownership?
This page tracks MSIF positions reported by institutional investment managers through SEC Form 13F. MSC INCOME FUND INC (MSIF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MSIF?
InsiderSet currently tracks 157 institutional managers reporting MSIF 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 MSIF shareholders.
How much MSIF stock do institutions own?
Institutional investment managers disclosed approximately $168.50M in MSIF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MSIF institutional ownership last updated?
The latest MSIF 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 MSIF 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 MSIF position after the reporting date.
Are institutions buying or selling MSIF?
Institutional buying and selling can be analyzed by comparing MSIF positions across consecutive 13F reporting periods. InsiderSet's MSIF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MSIF ownership changes.
How has MSIF institutional ownership changed over time?
InsiderSet tracks MSIF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.