Morgan Stanley Direct LendinMSDL
13F holders, Q1 2025 (March 31)97holders +15
27new positions
11sold out
4famous investors
$19.97avg. 13F price*
At the end of Q1 2025, 97 institutions reported holding Morgan Stanley Direct Lendin (MSDL) in their 13F filings, up 15 from Q4 2024. 27 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($307.8M), Van Eck Associates Corp. ($37.5M) and Generali Asset Management SPA SGR ($17.6M). 4 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Morgan Stanley Direct Lendin
- CUSIP
- 61774A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $33.4M |
| Exits | 11 | $9.0M |
All 13F filers, Q4 2024 → Q1 2025: 7,078,412 shares bought and 2,197,460 shares sold, net +4,880,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Morgan Stanley | 0.02% | Add +17.1% | 15,421,438 | $307.8M |
| Van Eck Associates Corp. | 0.05% | Reduce -2.3% | 1,878,466 | $37.5M |
| Generali Asset Management SPA SGR | 0.43% | New | 881,578 | $17.6M |
| UBS Group AG | 0.00% | Add +287.4% | 624,776 | $12.5M |
| Americana Partners, LLC | 0.28% | Add +168.8% | 366,803 | $7.3M |
| Franklin Resources Inc. | 0.00% | Add +36.0% | 323,472 | $6.5M |
| Wells Fargo & Company | 0.00% | Add +920.8% | 299,271 | $6.0M |
| Citadel Advisors | 0.01% | Add +0.1% | 276,350 | $5.5M |
| Sfmg, LLC | 0.40% | Add +85.3% | 256,815 | $5.1M |
| Cliffwater LLC | 1.26% | Reduce -83.3% | 242,195 | $4.8M |
| Neuberger Berman Group LLC | 0.00% | Add +674.4% | 241,555 | $4.8M |
| Two Sigma Investments, LP | 0.01% | New | 239,299 | $4.8M |
| Muzinich & Co., Inc. | 2.60% | Add +103.5% | 212,700 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +40.8% | 207,902 | $4.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +96.1% | 200,292 | $4.0M |
| TT Capital Management LLC | 3.34% | Add +332.3% | 198,772 | $4.0M |
| Millennium Management | 0.00% | Add +682.5% | 198,684 | $4.0M |
| Naviter Wealth, LLC | 0.44% | Add +7.9% | 174,314 | $3.6M |
| Shikiar Asset Management Inc. | 1.16% | Add +101.8% | 173,850 | $3.5M |
| Black Swift Group, LLC | 0.77% | Add +597.4% | 170,655 | $3.4M |
| Activest Wealth Management | 0.83% | Reduce -5.3% | 155,383 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +53.2% | 155,232 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +83.5% | 129,323 | $2.6M |
| LPL Financial LLC | 0.00% | Add +116.6% | 121,646 | $2.4M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +130.3% | 121,471 | $2.4M |
| Two Sigma Advisers, LP | 0.01% | Add +367.4% | 111,700 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.2% | 108,881 | $2.2M |
| GMO | 0.01% | Add +55.5% | 106,927 | $2.1M |
| Balyasny Asset Management L.P. | 0.01% | Add +438.8% | 100,781 | $2.0M |
| MAI Capital Management | 0.01% | Add +172.3% | 99,317 | $2.0M |
| Denali Advisors LLC | 0.20% | Reduce -3.9% | 89,262 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +313.9% | 88,678 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 85,874 | $1.7M |
| Veltria Advisors Corp. | 1.04% | No change | 80,310 | $1.6M |
| HRT Financial LP | 0.01% | Reduce -50.1% | 79,120 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.37% | New | 74,826 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +84.0% | 74,244 | $1.5M |
| LM Advisors LLC | 0.26% | Add +236.1% | 72,757 | $1.5M |
| Adams Asset Advisors, LLC | 0.18% | No change | 62,992 | $1.3M |
| Obsidian Cio, LLC | 0.19% | Add +120.6% | 59,025 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +51.5% | 48,465 | $967K |
| Squarepoint Ops LLC | 0.00% | Add +328.2% | 47,377 | $946K |
| Zuckerman Investment Group, LLC | 0.09% | Add +22.2% | 44,000 | $878K |
| Bank of America Corp. | 0.00% | Add +295.7% | 42,964 | $858K |
| Ameriprise Financial Inc. | 0.00% | New | 42,564 | $852K |
| Invesco Ltd. | 0.00% | Add +9.2% | 37,314 | $745K |
| Gsa Capital Partners LLP | 0.07% | Reduce -11.9% | 36,098 | $721K |
| Everpar Advisors LLC | 0.38% | Add +38.7% | 36,028 | $719K |
| Pathstone Holdings, LLC | 0.00% | New | 35,553 | $712K |
| Osaic Holdings, Inc. | 0.00% | Add +671.7% | 34,643 | $691K |
| Susquehanna International Group, LLP | 0.00% | New | 34,032 | $679K |
| HighTower Advisors, LLC | 0.00% | Add +20.8% | 32,752 | $654K |
| Nordwand Advisors, LLC | 0.23% | Add +94.2% | 31,186 | $622K |
| Sciencast Management LP | 0.14% | New | 30,230 | $603K |
| Entropy Technologies, LP | 0.06% | Add +53.1% | 29,058 | $580K |
| Commonwealth Equity Services, LLC | 0.00% | Add +62.5% | 27,669 | $552K |
| Confluence Investment Management LLC | 0.01% | Add +3.0% | 26,921 | $537K |
| Eagle Global Advisors LLC | 0.02% | No change | 25,800 | $515K |
| D.A. Davidson & Co. | 0.00% | New | 24,474 | $489K |
| Clearstead Advisors, LLC | 0.01% | Add +39.3% | 23,386 | $467K |
| Truist Financial Corp. | 0.00% | Reduce -14.6% | 23,247 | $464K |
| Virtu Financial LLC | 0.03% | New | 23,080 | $461K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.04% | New | 21,922 | $438K |
| Opal Wealth Advisors, LLC | 0.13% | Add +45.0% | 21,908 | $437K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +332.5% | 21,624 | $432K |
| Virtus Investment Advisers, LLC | 0.12% | New | 21,135 | $422K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +60.0% | 20,000 | $399K |
| Simplex Trading, LLC | 0.01% | Add +122.0% | 17,904 | $357K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -63.5% | 17,900 | $357K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -18.9% | 17,873 | $357K |
| Lido Advisors, LLC | 0.00% | Add +12.1% | 15,629 | $320K |
| Creative Planning | 0.00% | New | 15,934 | $318K |
| Sanctuary Advisors, LLC | 0.00% | Add +17.4% | 15,918 | $318K |
| Icon Wealth Advisors, LLC | 0.03% | Add +54.3% | 15,604 | $311K |
| Renaissance Technologies | 0.00% | Reduce -95.8% | 14,764 | $295K |
| Cetera Investment Advisers | 0.00% | New | 14,257 | $285K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 13,722 | $274K |
| Cowa, LLC | 0.11% | New | 13,436 | $268K |
| Oppenheimer & Co. Inc. | 0.00% | New | 13,346 | $266K |
| Independent Financial Group, LLC | 0.01% | New | 12,900 | $257K |
| NorthCoast Asset Management LLC | 0.00% | New | 12,585 | $251K |
| Gilbert & Cook, Inc. | 0.04% | New | 12,131 | $242K |
| Promus Capital, LLC | 0.18% | New | 12,000 | $240K |
| Northern Trust Corp. | 0.00% | New | 11,841 | $236K |
| Samalin Investment Counsel, LLC | 0.09% | Add +2.5% | 11,348 | $227K |
| Total Clarity Wealth Management, Inc. | 0.07% | No change | 9,862 | $204K |
| Accredited Investors Inc. | 0.01% | New | 10,000 | $200K |
| Citigroup Inc. | 0.00% | Add +7.8% | 5,430 | $108K |
| State of Wyoming | 0.01% | New | 5,412 | $108K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 5,169 | $103K |
| Creative Financial Designs Inc. | 0.01% | New | 3,555 | $71K |
| AdvisorNet Financial, Inc | 0.00% | New | 3,300 | $66K |
| Comerica Bank | 0.00% | Add +4.8% | 2,690 | $54K |
| Allworth Financial LP | 0.00% | No change | 1,606 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +59.9% | 1,298 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -95.0% | 1,240 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,000 | $20K |
"% of holder's portfolio" is MSDL's weight in each manager's 13F, not the share of Morgan Stanley Direct Lendin the manager owns.