Morgan Stanley Direct LendinMSDL
13F holders, Q4 2024 (December 31)82holders +30
37new positions
7sold out
5famous investors
$20.66avg. 13F price*
At the end of Q4 2024, 82 institutions reported holding Morgan Stanley Direct Lendin (MSDL) in their 13F filings, up 30 from Q3 2024. 37 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($272.2M), Van Eck Associates Corp. ($39.7M) and Cliffwater LLC ($29.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Morgan Stanley Direct Lendin
- CUSIP
- 61774A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $30.3M |
| Exits | 7 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 4,693,485 shares bought and 790,330 shares sold, net +3,903,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Morgan Stanley | 0.02% | Add +14.2% | 13,173,953 | $272.2M |
| Van Eck Associates Corp. | 0.05% | Add +3.9% | 1,922,174 | $39.7M |
| Cliffwater LLC | 7.31% | Reduce -31.9% | 1,446,014 | $29.9M |
| Renaissance Technologies | 0.01% | Add +1987.0% | 352,700 | $7.3M |
| Citadel Advisors | 0.01% | Add +116.2% | 276,005 | $5.7M |
| Franklin Resources Inc. | 0.00% | Add +207.9% | 237,754 | $4.9M |
| Naviter Wealth, LLC | 0.41% | New | 161,561 | $3.4M |
| Activest Wealth Management | 0.95% | Add +102.9% | 164,060 | $3.4M |
| UBS Group AG | 0.00% | Add +146.7% | 161,272 | $3.3M |
| HRT Financial LP | 0.02% | Add +148.1% | 158,629 | $3.3M |
| Raymond James Financial Inc. | 0.00% | — | 147,660 | $3.1M |
| Sfmg, LLC | 0.23% | New | 138,620 | $2.9M |
| Americana Partners, LLC | 0.12% | New | 136,455 | $2.8M |
| D. E. Shaw & Co. | 0.00% | New | 131,395 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +334.4% | 125,416 | $2.6M |
| Muzinich & Co., Inc. | 1.52% | Add +2953.8% | 104,501 | $2.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 102,118 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +30.5% | 101,330 | $2.1M |
| Marshall Wace, LLP | 0.00% | Add +127.0% | 99,913 | $2.1M |
| Denali Advisors LLC | 0.20% | New | 92,836 | $1.9M |
| Shikiar Asset Management Inc. | 0.52% | New | 86,150 | $1.8M |
| Veltria Advisors Corp. | 0.69% | No change | 80,310 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +82.5% | 70,487 | $1.5M |
| GMO | 0.00% | New | 68,785 | $1.4M |
| Adams Asset Advisors, LLC | 0.17% | Add +152.0% | 62,992 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | New | 62,491 | $1.3M |
| LPL Financial LLC | 0.00% | Add +96.3% | 56,164 | $1.2M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +257.1% | 52,741 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | Add +195.3% | 49,011 | $1.0M |
| TT Capital Management LLC | 0.78% | — | 45,980 | $972K |
| Jane Street Group, LLC | 0.00% | Add +175.6% | 41,146 | $850K |
| Gsa Capital Partners LLP | 0.06% | New | 40,997 | $847K |
| Rockefeller Capital Management L.P. | 0.00% | Add +132.1% | 40,350 | $834K |
| Zuckerman Investment Group, LLC | 0.07% | New | 36,000 | $756K |
| MAI Capital Management | 0.01% | New | 36,475 | $754K |
| Invesco Ltd. | 0.00% | Add +15.5% | 34,161 | $706K |
| Captrust Financial Advisors | 0.00% | Add +100.0% | 31,986 | $661K |
| Neuberger Berman Group LLC | 0.00% | New | 31,192 | $644K |
| Wells Fargo & Company | 0.00% | Add +38.3% | 29,317 | $606K |
| XTX Topco Ltd | 0.05% | New | 29,142 | $602K |
| Truist Financial Corp. | 0.00% | Add +48.0% | 27,228 | $563K |
| HighTower Advisors, LLC | 0.00% | Add +70.5% | 27,117 | $560K |
| Obsidian Cio, LLC | 0.10% | Add +2.8% | 26,760 | $553K |
| Confluence Investment Management LLC | 0.01% | Add +1.4% | 26,142 | $540K |
| Everpar Advisors LLC | 0.27% | Add +36.2% | 25,969 | $537K |
| Eagle Global Advisors LLC | 0.02% | No change | 25,800 | $533K |
| Millennium Management | 0.00% | Reduce -28.8% | 25,392 | $525K |
| Caprock Group, LLC | 0.02% | Add +100.0% | 24,092 | $515K |
| PNC Financial Services Group, Inc. | 0.00% | New | 24,724 | $511K |
| Black Swift Group, LLC | 0.11% | New | 24,470 | $506K |
| Two Sigma Advisers, LP | 0.00% | New | 23,900 | $494K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 22,033 | $455K |
| LM Advisors LLC | 0.08% | Reduce -45.2% | 21,650 | $450K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 21,427 | $443K |
| Entropy Technologies, LP | 0.04% | New | 18,985 | $392K |
| Balyasny Asset Management L.P. | 0.00% | New | 18,706 | $386K |
| Centiva Capital, LP | 0.01% | Add +61.3% | 17,356 | $359K |
| Commonwealth Equity Services, LLC | 0.00% | New | 17,029 | $352K |
| Clearstead Advisors, LLC | 0.01% | Add +61.5% | 16,792 | $347K |
| Nordwand Advisors, LLC | 0.14% | New | 16,060 | $332K |
| Opal Wealth Advisors, LLC | 0.09% | New | 15,105 | $312K |
| Lido Advisors, LLC | 0.00% | New | 13,944 | $296K |
| Virtus Advisers, LLC | 0.12% | Add +47.7% | 13,820 | $286K |
| Sanctuary Advisors, LLC | 0.00% | New | 13,563 | $286K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 12,500 | $258K |
| Samalin Investment Counsel, LLC | 0.10% | New | 11,074 | $229K |
| Squarepoint Ops LLC | 0.00% | New | 11,064 | $229K |
| Bank of America Corp. | 0.00% | Add +1028.6% | 10,857 | $224K |
| Icon Wealth Advisors, LLC | 0.02% | New | 10,114 | $209K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 9,862 | $204K |
| Bank of Nova Scotia | 0.00% | New | 9,689 | $200K |
| Simplex Trading, LLC | 0.00% | Add +62.8% | 8,064 | $166K |
| BNP Paribas Financial Markets | 0.00% | Add +515.5% | 6,771 | $140K |
| Citigroup Inc. | 0.00% | New | 5,039 | $104K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 5,000 | $103K |
| Osaic Holdings, Inc. | 0.00% | Add +1182.6% | 4,489 | $93K |
| Comerica Bank | 0.00% | Add +100.0% | 2,568 | $53K |
| Allworth Financial LP | 0.00% | No change | 1,606 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,000 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.8% | 812 | $17K |
| National Bank of Canada | 0.00% | New | 252 | $5K |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 4,077 | $842 |
"% of holder's portfolio" is MSDL's weight in each manager's 13F, not the share of Morgan Stanley Direct Lendin the manager owns.