Security Snapshot

MSC INCOME FUND, INC. - Common (MSIF) Institutional Ownership

CUSIP: 55374X208

13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

159

Shares (Excl. Options)

12,928,020

Price

$12.18

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+5,359,236
Value change
+$64,262,649
Number of holders
159
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
45,627,697
SEC-reported price per share
$11.57
Insider filing price
$11.57
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • MSIF - MSC INCOME FUND, INC. - Common is tracked under CUSIP 55374X208.
  • 159 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 159 to 75 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $157,557,916 to $54,161,603.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 159 institutions filings for Q1 2026.

Open SEC evidence

Security key

55374X208

Latest holder period

Q1 2026

13F holders

159

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
MSIF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SANDERS MORRIS HARRIS LLC 5.1% $26,817,953 2,317,887 SANDERS MORRIS HARRIS LLC 17 Jul 2026

As of 31 Mar 2026, 159 institutional investors reported holding 12,928,020 shares of MSC INCOME FUND, INC. - Common (MSIF). This represents 28% of the company’s total 45,627,697 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
21%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SANDERS MORRIS HARRIS LLC 4% 1,806,422 3.5% $22,002,221
TWO SIGMA INVESTMENTS, LP 2.5% 1,134,271 +232% 0.01% $13,815,421
ARES MANAGEMENT LLC 1.8% 826,646 +41% 0.66% $10,068,548
UBS Group AG 1.7% 796,747 +79814% 0% $9,704,378
VAN ECK ASSOCIATES CORP 1.5% 674,175 0.01% $8,211,000
FRANKLIN RESOURCES INC 1.4% 627,133 +50% 0% $7,638,480
LPL Financial LLC 1% 454,592 +66% 0% $5,536,935
North Ground Capital 0.98% 448,919 -11% 6.6% $5,467,833
Cetera Investment Advisers 0.68% 311,557 +87% 0% $3,794,769
Cambridge Investment Research Advisors, Inc. 0.58% 264,723 +26% 0.01% $3,224,000
CENTAURUS FINANCIAL, INC. 0.47% 214,948 +74% 0.12% $2,618,000
Sigma Planning Corp 0.45% 207,539 +55% 0.07% $2,527,821
Alpine Global Management, LLC 0.45% 206,069 0.44% $2,509,920
BlackRock, Inc. 0.39% 178,434 -46% 0% $2,173,326
FJ Capital Management LLC 0.37% 171,058 0.23% $2,083,486
Clayton Partners LLC 0.37% 170,000 +145% 1.5% $2,070,600
OSAIC HOLDINGS, INC. 0.33% 148,639 +59% 0% $1,810,454
Legacy Wealth Managment, LLC/ID 0.3% 138,174 +2.8% 0.84% $1,682,964
MILLENNIUM MANAGEMENT LLC 0.28% 126,079 -72% 0% $1,535,642
DIVERSIFY WEALTH MANAGEMENT, LLC 0.25% 114,384 0.03% $1,411,439
RIVERBRIDGE PARTNERS LLC 0.25% 113,574 +7.4% 0.03% $1,383,331
BARCLAYS PLC 0.24% 110,413 0% $1,344,830
U.S. Capital Wealth Advisors, LLC 0.24% 109,672 -0.71% 0.03% $1,335,802
Rockport Wealth LLC 0.23% 106,073 +46% 0.23% $1,290,142
Merit Financial Group, LLC 0.22% 101,976 +38% 0.01% $1,242,073

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
6
Latest
Q1 2026
Rows shown
1-6 of 6
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 4,680,503 $54,161,603 +$7,695,656 $11.57 75
2026 Q1 12,928,020 $157,557,916 +$64,262,649 $12.18 159
2025 Q4 7,582,960 $99,635,170 +$34,090,179 $13.14 145
2025 Q3 4,947,801 $64,880,427 +$32,273,713 $13.13 95
2025 Q2 2,434,833 $39,997,915 +$14,343,252 $16.43 32
2025 Q1 1,562,514 $25,740,016 +$25,730,349 $16.47 23
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