- Type / Class
- Equity / COM
- Total 13F shares
- 2,434,833
- Share change
- +872,319
- Total reported value
- $39,997,915
- Price per share
- $16.43
- Number of holders
- 32
- Value change
- +$14,343,252
- Number of buys
- 23
- Number of sells
- 12
Quarterly Holders Quick Answers
What is CUSIP 55374X208?
CUSIP 55374X208 identifies MSIF - MSC INCOME FUND, INC. - COM in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 55374X208:
Top shareholders of MSIF - MSC INCOME FUND, INC. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ARES MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
520,000
|
$8,564,400 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
313,581
|
$5,165,000 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
185,203
|
$3,050,293 | — | 31 Mar 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
—
class O/S missing
|
130,832
|
$2,154,803 | — | 31 Mar 2025 | |
| U.S. Capital Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
88,900
|
$1,464,183 | — | 31 Mar 2025 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS |
13F
|
Company |
—
class O/S missing
|
64,391
|
$1,060,520 | — | 31 Mar 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
59,731
|
$1,005,273 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
56,800
|
$935,496 | — | 31 Mar 2025 | |
| SageView Advisory Group, LLC |
13F
|
Company |
—
class O/S missing
|
27,239
|
$448,629 | — | 31 Mar 2025 | |
| Virtu Financial LLC |
13F
|
Company |
—
class O/S missing
|
19,238
|
$317,000 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
15,923
|
$262,252 | — | 31 Mar 2025 | |
| Focus Partners Advisor Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
15,367
|
$253,103 | — | 31 Mar 2025 | |
| Wealthspire Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
16,078
|
$250,172 | — | 31 Mar 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
13,890
|
$228,767 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
12,381
|
$203,915 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
11,311
|
$186,293 | — | 31 Mar 2025 | |
| Robert L. Kay |
3/4/5
|
Director |
—
class O/S missing
|
10,600
|
$83,634 | — | 30 Jan 2025 | |
| Jesse E. Morris |
3/4/5
|
EVP, COO and SMD |
—
class O/S missing
|
10,000
|
$78,900 | — | 30 Jan 2025 | |
| Nicholas Meserve |
3/4/5
|
Managing Director |
—
class O/S missing
|
10,000
|
$78,900 | — | 30 Jan 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
3,195
|
$53,000 | — | 31 Mar 2025 | |
| Legacy Wealth Managment, LLC/ID |
13F
|
Company |
—
class O/S missing
|
2,794
|
$46,024 | — | 31 Mar 2025 | |
| Moisand Fitzgerald Tamayo, LLC |
13F
|
Company |
—
class O/S missing
|
1,612
|
$24,797 | — | 31 Mar 2025 | |
| Adam W. Park |
3/4/5
|
CHIEF COMPLIANCE OFFICER |
—
class O/S missing
|
3,200
|
$24,639 | — | 01 May 2024 | |
| MAI Capital Management |
13F
|
Company |
—
class O/S missing
|
1,331
|
$21,924 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
1,247
|
$20,538 | — | 31 Mar 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
848
|
$13,967 | — | 31 Mar 2025 | |
| HFM Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
622
|
$9,667 | — | 31 Mar 2025 |
Institutional Holders of MSC INCOME FUND, INC. - COM (MSIF) as of Q2 2025
As of 30 Jun 2025,
MSC INCOME FUND, INC. - COM (MSIF) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,434,833 shares.
The largest 10 holders included
SANDERS MORRIS HARRIS LLC, ARES MANAGEMENT LLC, BlackRock, Inc., PRICE T ROWE ASSOCIATES INC /MD/, FRANKLIN RESOURCES INC, U.S. Capital Wealth Advisors, LLC, Kestra Advisory Services, LLC, RAYMOND JAMES FINANCIAL INC, Joel Isaacson & Co., LLC, and SageView Advisory Group, LLC.
This page lists
32
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
23
Q2 2025 holders
32
Holder diff
9
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.