Who Owns MSC Income Fund, Inc. (MSIF)?Hedge Fund & Institutional Holders

$12.51+0.05 (+0.40%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.7290005000000505e+289T

% of Float Held

1.2850108194427123e+242%

QoQ Change in Holders

+10 / -8

Price History

$11.87$13.40$14.93$16.45$17.98Jan 25Aug 25Mar 26

MSIF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TWO SIGMA INVESTMENTS, LPNew Position+342K+$4.0B
MILLENNIUM MANAGEMENT LLCIncreased+315K+$3.2B
ARES MANAGEMENT LLCIncreased+180K+$2.4B
J.W. COLE ADVISORS, INC.New Position+167K+$2.2B
TWO SIGMA ADVISERS, LPNew Position+184K+$2.0B
Sigma Planning CorpIncreased+79K+$1.0B
CITADEL ADVISORS LLCNew Position+149K+$1.0B
Arkadios Wealth AdvisorsNew Position+91K+$1.0B
Rockport Wealth LLCNew Position+73K+$954.0M
FRANKLIN RESOURCES INCIncreased+108K+$935.2M
Clayton Partners LLCNew Position+69K+$910.0M
RIVERBRIDGE PARTNERS LLCIncreased+54K+$714.2M
Strategic Financial Partners, Ltd.New Position+39K+$508.0M
BOS Asset Management, LLCNew Position+37K+$484.0M
Joel Isaacson & Co., LLCNew Position+33K+$427.0M

MSIF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Private Advisor Group, LLCDecreased-3K-$442.9M
FLPUTNAM INVESTMENT MANAGEMENT COClosed Position-32K-$421.0M
ROYAL BANK OF CANADADecreased-9K-$368.0M
UBS Group AGDecreased-22K-$287.9M
Zuckerman Investment Group, LLCClosed Position-20K-$262.6M
Verition Fund Management LLCClosed Position-14K-$177.9M
HighTower Advisors, LLCClosed Position-12K-$154.3M
Legacy Wealth Managment, LLC/IDDecreased-6K-$84.0M
Creekmur Asset Management LLCClosed Position-5K-$65.6M
United Financial Planning Group LLCClosed Position-3K-$36.6M
Financial Gravity Asset Management, Inc.Decreased-2K-$29.3M
Wealthspire Advisors, LLCClosed Position-1K-$15.2M
SANDERS MORRIS HARRIS LLCClosed Position-1.1M-$14.9M
Tower Research Capital LLC (TRC)Decreased-313-$7.6M
AMERIFLEX GROUP, INC.Decreased-117-$1.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ARES MANAGEMENT LLC588,251$7.7B0.44%Share
2FRANKLIN RESOURCES INC417,667$5.0B1.23%Share
3MILLENNIUM MANAGEMENT LLC452,229$5.0B2.10%Share
4TWO SIGMA INVESTMENTS, LP341,549$4.0B5.64%Share
5J.W. COLE ADVISORS, INC.167,387$2.2B0.05%Share
6TWO SIGMA ADVISERS, LP184,400$2.0B3.89%Share
7Legacy Wealth Managment, LLC/ID133,707$1.8B0.84%Share
8Sigma Planning Corp133,692$1.8B0.05%Share
9RIVERBRIDGE PARTNERS LLC105,713$1.4B26.04%Share
10Arkadios Wealth Advisors87,366$1.0B19.39%Share
11CITADEL ADVISORS LLC142,448$1.0B0.15%Share
12Rockport Wealth LLC72,660$954.0M0.19%Share
13Clayton Partners LLC69,286$910.0M0.66%Share
14Wealthcare Advisory Partners LLC38,970$512.0M10.06%Share
15Strategic Financial Partners, Ltd.38,711$508.0M0.22%Share
16BOS Asset Management, LLC36,850$484.0M0.13%Share
17Virtus Investment Advisers, LLC36,531$480.0M0.13%Share
18Joel Isaacson & Co., LLC32,500$427.0M0.01%Share
19Triumph Capital Management28,625$376.0M0.08%Share
20Farther Finance Advisors, LLC26,439$347.0M3.72%Share
21Stratos Wealth Partners, LTD.25,453$334.0M3.78%Share
22CONFLUENCE INVESTMENT MANAGEMENT LLC25,157$330.0M4.94%Share
23WCG Wealth Advisors LLC24,042$315.0M0.01%Share
24Quaker Wealth Management, LLC21,325$280.0M0.09%Share
25Simplicity Wealth,LLC21,358$280.0M0.02%Share
26Onyx Bridge Wealth Group LLC17,987$236.0M0.03%Share
27Comprehensive Financial Consultants Institutional, Inc.16,801$220.0M0.07%Share
28MERIDIAN INVESTMENT COUNSEL INC.16,250$213.0M0.05%Share
29CHILDRESS CAPITAL ADVISORS, LLC15,679$206.0M0.03%Share
30TCFG WEALTH MANAGEMENT, LLC14,825$194.0M0.08%Share
31Csenge Advisory Group13,959$183.0M0.01%Share
32PFG Investments, LLC12,863$169.0M0.01%Share
33CoreCap Advisors, LLC12,335$162.0M0.01%Share
34WealthPlan Investment Management, LLC12,137$159.0M0.01%Share
35Carmel Capital Partners, LLC11,863$155.0M0.05%Share
36BridgePort Financial Solutions, LLC11,339$148.0M0.04%Share
37Ignite Planners, LLC10,902$144.0M0.02%Share
38MONEY CONCEPTS CAPITAL CORP10,658$140.0M0.01%Share
39PRIVATE TRUST CO NA6,265$82.0M0.01%Share
40Tanglewood Legacy Advisors, LLC5,831$76.0M0.03%Share
41Golden State Wealth Management, LLC4,211$55.0M0.01%Share
42Sound Income Strategies, LLC3,932$51.0M0.00%Share
43Raleigh Capital Management Inc.3,762$49.0M0.02%Share
44CHILTON CAPITAL MANAGEMENT LLC2,953$38.0M0.00%Share
45Quarry LP2,010$26.0M0.00%Share
46Aventus Investment Advisors, Inc.1,614$21.0M0.02%Share
47WOLFF WIESE MAGANA LLC1,383$18.0M0.01%Share
48Newbridge Financial Services Group, Inc.1,380$18.0M0.00%Share
49Financial Gravity Asset Management, Inc.1,346$17.0M0.00%Share
50AMERIFLEX GROUP, INC.1,219$16.0M0.01%Share

MSIF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025144$42.3B+80
Q3 202564$27.1B+34
Q2 202530$11.8B+4
Q1 202526$17.3B+24
Q4 20242$254.2M+1
Q3 20241$22.8M+0
Q2 20241$22.6M+0
Q2 20211$50.0M—

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As of Q4 2025, 50 institutional investors hold MSIF (MSC Income Fund, Inc.). The largest holder is ARES MANAGEMENT LLC with $7.7B in shares. This quarter, 10 institutions opened new positions and 8 closed their positions.

Frequently Asked Questions

How many hedge funds own MSIF?

As of Q4 2025, 50 institutional investors report holding MSIF (MSC Income Fund, Inc.) in their 13F filings.

Who is the largest institutional holder of MSIF?

The largest institutional holder of MSIF is ARES MANAGEMENT LLC with $7.7B in shares.

Is institutional ownership of MSIF increasing or decreasing?

This quarter, 10 institutions opened new positions in MSIF and 8 closed their positions.