Morgan Stanley Direct LendinMSDL

13F holders, Q1 2024 (March 31)
20holders
1famous investor
$21.55avg. 13F price*

At the end of Q1 2024, 20 institutions reported holding Morgan Stanley Direct Lendin (MSDL) in their 13F filings. The largest holders were Morgan Stanley ($209.6M), Cliffwater LLC ($47.0M) and Van Eck Associates Corp. ($33.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Morgan Stanley Direct Lendin
CUSIP
61774A103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 20Q1 2024Q2 2024: 18Q2 2024Q3 2024: 52Q3 2024Q4 2024: 82Q4 2024Q1 2025: 97Q1 2025Q2 2025: 110Q2 2025Q3 2025: 118Q3 2025Q4 2025: 134Q4 2025Q1 2026: 139Q1 2026Q2 2026: 140Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions20$302.2M
Exits0$0

Ownership 20 holders

Morgan Stanley 0.02% New 9,727,311 $209.6M
Cliffwater LLC 12.68% New 2,182,590 $47.0M
Van Eck Associates Corp. 0.05% New 1,530,076 $33.0M
Citadel Advisors 0.00% New 223,818 $4.8M
Monashee Investment Management LLC 0.19% New 72,212 $1.6M
Teacher Retirement System of Texas 0.01% New 62,641 $1.4M
UBS Group AG 0.00% New 47,598 $1.0M
Capstone Investment Advisors, LLC 0.02% New 30,000 $647K
Stifel Financial Corp. 0.00% New 30,000 $647K
Raymond James & Associates 0.00% New 26,560 $572K
Penserra Capital Management LLC 0.01% New 20,496 $441K
Kingswood Wealth Advisors, LLC 0.05% New 18,637 $402K
HighTower Advisors, LLC 0.00% New 15,000 $323K
Point72 (DIFC) Ltd 0.02% — 14,268 $307K
Virtu Financial LLC 0.02% New 10,363 $223K
Quadrature Capital Ltd 0.00% New 10,334 $223K
Wells Fargo & Company 0.00% New 10,200 $220K
Royal Bank of Canada 0.00% New 3,846 $83K
Tower Research Capital LLC (TRC) 0.00% New 1,294 $28K
Comerica Bank 0.00% New 1,000 $22K

"% of holder's portfolio" is MSDL's weight in each manager's 13F, not the share of Morgan Stanley Direct Lendin the manager owns.