Security key
55374X208
- Security type / class
- Equity / COM
- Total 13F shares
- 1,562,514
- Share change
- +1,561,892
- Total reported value
- $25,740,016
- Reported price per share
- $16.47
- Number of holders
- 23
- Value change
- +$25,730,349
- Number of buys
- 22
Security identity
Holder snapshot
Report period
Q1 2025
Institutions
23
Top holders
10
MSIF full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2025
MSC INCOME FUND, INC. SEC filings
MSC INCOME FUND, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 55374X208
Recent filing periods:
Ownership snapshot
Top reported holders of MSIF - MSC INCOME FUND, INC. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Robert L. Kay
13D/G signal
—
Evidence rows
4
Latest as of
30 Jan 2025
3/4/5
Highest disclosed value: $83,634
Rank 1 holder
Robert L. Kay
3/4/5
- Ownership
- —
- Position
- $83.6K
Rank 2 holder
Jesse E. Morris
3/4/5
- Ownership
- —
- Position
- $78.9K
Rank 3 holder
Nicholas Meserve
3/4/5
- Ownership
- —
- Position
- $78.9K
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Robert L. Kay |
3/4/5
Director
|
—
class O/S missing
|
$83,634
10,600 shares
|
— | 30 Jan 2025 |
| Jesse E. Morris |
3/4/5
EVP, COO and SMD
|
—
class O/S missing
|
$78,900
10,000 shares
|
— | 30 Jan 2025 |
| Nicholas Meserve |
3/4/5
Managing Director
|
—
class O/S missing
|
$78,900
10,000 shares
|
— | 30 Jan 2025 |
| Adam W. Park |
3/4/5
CHIEF COMPLIANCE OFFICER
|
—
class O/S missing
|
$24,639
3,200 shares
|
— | 01 May 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
23
Shares
1,562,514
Rows available
23
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q1 2025 vs Q4 2025 Across Filers
Q4 2025 holders
145
Q1 2025 holders
23
Holder diff
-122
| Investor | Q4 2025 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend