MSC INCOME FUND INC MSIF
$11.52
-1.1% 52w: $11.10 – $15.40
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data11.1013.2515.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
158
+13 QoQ
13F value
$157.5M
+58.1% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns MSIF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SANDERS MORRIS HARRIS LLC | Other | 1.8M | $22.0M | 3.5% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.1M | $13.8M | 0.0% | +232.1% |
| ARES MANAGEMENT LLC ★3 | Fundamental concentrated | 826.6K | $10.1M | 0.7% | +40.5% |
| UBS Group AG | Bank broker | 796.7K | $9.7M | 0.0% | +79814.4% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 674.2K | $8.2M | 0.0% | New |
| FRANKLIN RESOURCES INC | Long only active | 627.1K | $7.6M | 0.0% | +50.2% |
| LPL Financial LLC | Bank broker | 454.6K | $5.5M | 0.0% | +65.6% |
| North Ground Capital ★3 | Fundamental concentrated | 448.9K | $5.5M | 6.6% | -10.5% |
| Cetera Investment Advisers | Wealth advisor | 311.6K | $3.8M | 0.0% | +86.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 264.7K | $3.2M | 0.0% | +26.3% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 214.9K | $2.6M | 0.1% | +74.0% |
| Sigma Planning Corp | Wealth advisor | 207.5K | $2.5M | 0.1% | +55.2% |
| Alpine Global Management, LLC | Quant stat arb | 206.1K | $2.5M | 0.4% | New |
| BlackRock, Inc. | Index provider | 178.4K | $2.2M | 0.0% | -46.1% |
| FJ Capital Management LLC | Quant stat arb | 171.1K | $2.1M | 0.2% | New |
| Clayton Partners LLC ★3 | Fundamental concentrated | 170.0K | $2.1M | 1.5% | +145.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 148.6K | $1.8M | 0.0% | +59.0% |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 138.2K | $1.7M | 0.8% | +2.8% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 126.1K | $1.5M | 0.0% | -72.1% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 114.4K | $1.4M | 0.0% | New |
| RIVERBRIDGE PARTNERS LLC | Other | 113.6K | $1.4M | 0.0% | +7.4% |
| BARCLAYS PLC | Bank broker | 110.4K | $1.3M | 0.0% | New |
| U.S. Capital Wealth Advisors, LLC | Other | 109.7K | $1.3M | 0.0% | -0.7% |
| Rockport Wealth LLC | Wealth advisor | 106.1K | $1.3M | 0.2% | +46.0% |
| Merit Financial Group, LLC | Wealth advisor | 102.0K | $1.2M | 0.0% | +37.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 100.4K | $1.2M | 0.0% | +57.3% |
| Arkadios Wealth Advisors | Wealth advisor | 96.4K | $1.2M | 0.0% | +5.8% |
| Private Advisor Group, LLC | Wealth advisor | 93.5K | $1.1M | 0.0% | +201.5% |
| MARSHALL WACE, LLP | Quant stat arb | 89.3K | $1.1M | 0.0% | -74.8% |
| CWM, LLC | Wealth advisor | 89.1K | $1.1M | 0.0% | +66.1% |
| Magnetar Financial LLC | Quant stat arb | 86.7K | $1.1M | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 85.1K | $1.0M | 0.0% | +85.6% |
| Qube Research & Technologies Ltd | Quant stat arb | 72.5K | $883K | 0.0% | +99.5% |
| Diversify Advisory Services, LLC | Other | 69.0K | $865K | 0.1% | -24.5% |
| XTX Topco Ltd | Market maker | 70.9K | $864K | 0.0% | +46.2% |
| AVISO WEALTH MANAGEMENT ★2 | Fundamental diversified | 64.1K | $781K | 0.4% | +275.6% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 62.9K | $766K | 0.0% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 62.5K | $761K | 0.0% | +14.6% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 55.5K | $676K | 0.0% | +42.4% |
| BOS Asset Management, LLC | Wealth advisor | 55.3K | $673K | 0.2% | +50.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 54.9K | $668K | 0.0% | +118.1% |
| CoreCap Advisors, LLC | Wealth advisor | 51.7K | $630K | 0.0% | +319.5% |
| Creative Planning | Wealth advisor | 50.5K | $615K | 0.0% | +116.4% |
| Triumph Capital Management | Wealth advisor | 46.4K | $582K | 0.1% | +62.1% |
| Prospera Financial Services Inc | Diversified mechanical | 47.7K | $581K | 0.0% | +76.1% |
| Strategic Financial Partners, Ltd. | Wealth advisor | 44.8K | $546K | 0.2% | +15.8% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 43.4K | $529K | 0.0% | -24.6% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 41.5K | $506K | 0.0% | +63.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 41.4K | $504K | 0.0% | +64.8% |
| MORGAN STANLEY | Bank broker | 41.2K | $502K | 0.0% | +91.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.