MORGAN STANLEY DIRECT LENDIN MSDL
$15.40
+1.0% 52w: $13.17 – $17.52
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data13.1715.3517.52
Jun 20, 2025 Jul 2, 2026
Institutional holders
137
+4 QoQ
13F value
$496.9M
-16.9% QoQ
Smart-money holders
12
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
0.9×
$2.1M calls / $2.4M puts
Institutional value by quarter
Number of holders
Who owns MSDL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 15.9M | $221.6M | 0.0% | 0.0% |
| Generali Asset Management SPA SGR | Other | 1.8M | $25.5M | 0.5% | Held |
| UBS Group AG | Bank broker | 1.6M | $22.3M | 0.0% | -4.3% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 1.4M | $20.0M | 0.0% | -22.1% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Other | 1.1M | $14.7M | 0.7% | +37.6% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 889.3K | $12.4M | 0.0% | +5.3% |
| Muzinich & Co., Inc. ★3 | Fundamental concentrated | 767.8K | $10.7M | 3.7% | +0.2% |
| Russell Investments Group, Ltd. | Diversified mechanical | 721.9K | $10.1M | 0.0% | +197.8% |
| Altshuler Shaham Ltd | Other | 650.4K | $9.1M | 0.2% | Held |
| AMERICAN FINANCIAL GROUP INC ★2 | Fundamental diversified | 631.5K | $8.8M | 3.3% | +18.8% |
| TORONTO DOMINION BANK | Bank broker | 622.2K | $8.7M | 0.0% | -12.8% |
| DG Capital Management, LLC ★3 | Fundamental concentrated | 575.5K | $8.0M | 4.1% | New |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 558.1K | $7.8M | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 542.8K | $7.6M | 0.0% | +32.9% |
| ARES MANAGEMENT LLC ★3 | Fundamental concentrated | 412.0K | $5.8M | 0.4% | +312.0% |
| Trexquant Investment LP | Diversified mechanical | 409.3K | $5.7M | 0.0% | -8.7% |
| TT Capital Management LLC | Other | 332.5K | $4.6M | 3.8% | +9.7% |
| Hennion & Walsh Asset Management, Inc. | Other | 287.4K | $4.0M | 0.1% | +11.0% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 276.0K | $3.9M | 0.0% | +2.7% |
| HighTower Advisors, LLC | Diversified mechanical | 265.3K | $3.7M | 0.0% | New |
| Americana Partners, LLC | Other | 257.2K | $3.6M | 0.1% | -53.4% |
| Fosun International Ltd ★3 | Fundamental concentrated | 240.4K | $3.4M | 0.8% | +8.3% |
| SFMG, LLC | Wealth advisor | 208.7K | $2.9M | 0.2% | -12.3% |
| Liberty Mutual Group Asset Management Inc. | Other | 204.8K | $2.9M | 0.2% | -43.1% |
| Activest Wealth Management | Wealth advisor | 204.7K | $2.9M | 0.5% | +4.7% |
| XTX Topco Ltd | Market maker | 191.9K | $2.7M | 0.0% | +135.2% |
| FRANKLIN RESOURCES INC | Long only active | 186.8K | $2.6M | 0.0% | -49.7% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 184.1K | $2.6M | 0.0% | Held |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 162.1K | $2.3M | 0.0% | -2.4% |
| ExodusPoint Capital Management, LP | Multistrat pod | 160.3K | $2.2M | 0.0% | New |
| Point72 Asset Management, L.P. | Multistrat pod | 154.4K | $2.2M | 0.0% | -13.7% |
| JANE STREET GROUP, LLC | Market maker | 151.5K | $2.1M | 0.0% | -64.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 151.0K | $2.1M | 0.0% | +44.2% |
| Naviter Wealth, LLC | Other | 140.6K | $2.0M | 0.3% | +14.8% |
| GraniteShares Advisors LLC | Other | 142.8K | $2.0M | 1.4% | -10.3% |
| BI Asset Management Fondsmaeglerselskab A/S | Other | 133.7K | $1.9M | 0.0% | +3.1% |
| Balyasny Asset Management L.P. | Multistrat pod | 116.8K | $1.6M | 0.0% | +909.4% |
| Adams Asset Advisors, LLC ★2 | Fundamental diversified | 114.4K | $1.6M | 0.2% | +2.7% |
| STATE STREET CORP | Index provider | 105.5K | $1.5M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 106.4K | $1.5M | 0.0% | -39.3% |
| SHIKIAR ASSET MANAGEMENT INC ★2 | Fundamental diversified | 104.6K | $1.5M | 0.4% | -19.8% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 101.4K | $1.4M | 0.0% | -24.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 93.1K | $1.3M | 0.0% | -0.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 88.8K | $1.2M | 0.0% | -44.6% |
| Legacy Capital Wealth Partners, LLC | Other | 86.0K | $1.2M | 0.2% | +11.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 77.1K | $1.1M | 0.0% | -66.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 75.0K | $1.0M | 0.0% | +9.7% |
| LPL Financial LLC | Bank broker | 71.0K | $990K | 0.0% | -4.9% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 67.3K | $940K | 0.0% | -6.7% |
| Invesco Ltd. | Index provider | 65.9K | $920K | 0.0% | +136.0% |
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