Morgan Stanley Direct LendinMSDL
13F holders, Q2 2025 (June 30)110holders +13
24new positions
11sold out
3famous investors
$18.72avg. 13F price*
At the end of Q2 2025, 110 institutions reported holding Morgan Stanley Direct Lendin (MSDL) in their 13F filings, up 13 from Q1 2025. 24 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($292.3M), Van Eck Associates Corp. ($35.9M) and Generali Asset Management SPA SGR ($33.0M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Morgan Stanley Direct Lendin
- CUSIP
- 61774A103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $16.0M |
| Exits | 11 | $14.5M |
All 13F filers, Q1 2025 → Q2 2025: 3,376,244 shares bought and 1,289,630 shares sold, net +2,086,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Morgan Stanley | 0.02% | Add +1.3% | 15,613,961 | $292.3M |
| Van Eck Associates Corp. | 0.04% | Add +2.2% | 1,919,449 | $35.9M |
| Generali Asset Management SPA SGR | 0.75% | Add +99.9% | 1,761,950 | $33.0M |
| UBS Group AG | 0.00% | Add +31.4% | 820,828 | $15.4M |
| Muzinich & Co., Inc. | 3.90% | Add +114.2% | 455,631 | $8.5M |
| Americana Partners, LLC | 0.24% | Add +3.1% | 378,154 | $7.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +85.1% | 370,759 | $6.9M |
| Millennium Management | 0.01% | Add +77.4% | 352,531 | $6.6M |
| Franklin Resources Inc. | 0.00% | Add +8.2% | 350,124 | $6.6M |
| Wells Fargo & Company | 0.00% | Add +4.9% | 314,068 | $5.9M |
| Neuberger Berman Group LLC | 0.00% | Add +8.4% | 261,767 | $4.9M |
| Sfmg, LLC | 0.36% | Add +0.6% | 258,445 | $4.8M |
| TT Capital Management LLC | 3.61% | Add +19.6% | 237,762 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 211,041 | $4.0M |
| Rivernorth Capital Management, LLC | 0.22% | New | 207,172 | $3.9M |
| Naviter Wealth, LLC | 0.43% | Add +3.5% | 180,325 | $3.5M |
| HRT Financial LP | 0.01% | Add +123.0% | 176,399 | $3.3M |
| Activest Wealth Management | 0.77% | Add +10.4% | 171,562 | $3.2M |
| LPL Financial LLC | 0.00% | Add +41.0% | 171,454 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 159,694 | $3.0M |
| Shikiar Asset Management Inc. | 0.91% | Reduce -8.5% | 159,100 | $3.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -36.0% | 153,199 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +69.3% | 150,143 | $2.8M |
| Trexquant Investment LP | 0.03% | New | 141,494 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 138,785 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 129,989 | $2.4M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -7.8% | 112,007 | $2.1M |
| MAI Capital Management | 0.01% | Reduce -1.4% | 97,917 | $1.8M |
| Bank of America Corp. | 0.00% | Add +125.6% | 96,933 | $1.8M |
| Marshall Wace, LLP | 0.00% | New | 92,501 | $1.7M |
| Adams Asset Advisors, LLC | 0.24% | Add +43.7% | 90,516 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -10.8% | 89,896 | $1.7M |
| Confluence Investment Management LLC | 0.02% | Add +223.0% | 86,943 | $1.6M |
| Denali Advisors LLC | 0.17% | Reduce -3.0% | 86,581 | $1.6M |
| Veltria Advisors Corp. | 1.00% | No change | 80,310 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 74,477 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.3% | 73,723 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.30% | Reduce -5.0% | 71,091 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -75.5% | 67,673 | $1.3M |
| Obsidian Cio, LLC | 0.16% | Add +0.3% | 59,231 | $1.1M |
| LM Advisors LLC | 0.14% | Reduce -21.9% | 56,842 | $1.1M |
| Invesco Ltd. | 0.00% | Add +35.3% | 50,500 | $945K |
| Captrust Financial Advisors | 0.00% | Add +1.8% | 49,345 | $924K |
| Zuckerman Investment Group, LLC | 0.08% | No change | 44,000 | $824K |
| D.A. Davidson & Co. | 0.01% | Add +66.4% | 40,731 | $762K |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 43,585 | $761K |
| Truist Financial Corp. | 0.00% | Add +72.9% | 40,195 | $752K |
| Goldman Sachs Group Inc. | 0.00% | New | 38,366 | $718K |
| Two Sigma Advisers, LP | 0.00% | Reduce -65.9% | 38,100 | $713K |
| Pathstone Holdings, LLC | 0.00% | Add +4.7% | 37,234 | $700K |
| Renaissance Technologies | 0.00% | Add +141.3% | 35,620 | $667K |
| Squarepoint Ops LLC | 0.00% | Reduce -26.7% | 34,712 | $650K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.3% | 33,145 | $620K |
| Northern Trust Corp. | 0.00% | Add +154.7% | 30,154 | $564K |
| MQS Management LLC | 0.31% | New | 29,732 | $557K |
| Brevan Howard Capital Management LP | 0.01% | New | 29,406 | $550K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +33.4% | 28,845 | $540K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.1% | 28,802 | $539K |
| Everpar Advisors LLC | 0.24% | Reduce -20.6% | 28,609 | $536K |
| Lido Advisors, LLC | 0.00% | Add +75.4% | 27,412 | $527K |
| Cetera Investment Advisers | 0.00% | Add +83.6% | 26,180 | $490K |
| Eagle Global Advisors LLC | 0.02% | No change | 25,800 | $483K |
| Nordwand Advisors, LLC | 0.07% | Reduce -22.0% | 24,336 | $456K |
| Nebula Research & Development LLC | 0.04% | New | 23,422 | $438K |
| Clearstead Advisors, LLC | 0.01% | No change | 23,386 | $438K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.03% | No change | 21,922 | $410K |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.8% | 21,522 | $403K |
| Sanctuary Advisors, LLC | 0.00% | Add +31.7% | 20,962 | $392K |
| Virtus Investment Advisers, LLC | 0.13% | Reduce -3.6% | 20,380 | $382K |
| Accredited Investors Inc. | 0.02% | Add +100.0% | 20,000 | $374K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 20,000 | $374K |
| Envestnet Asset Management Inc. | 0.00% | New | 18,247 | $342K |
| Oppenheimer & Co. Inc. | 0.00% | Add +36.5% | 18,213 | $341K |
| NorthCoast Asset Management LLC | 0.00% | Add +43.2% | 18,023 | $340K |
| Opal Wealth Advisors, LLC | 0.09% | Reduce -18.6% | 17,844 | $334K |
| Global Strategic Investment Solutions, LLC | 0.03% | New | 17,234 | $323K |
| Virtu Financial LLC | 0.02% | Reduce -25.9% | 17,107 | $320K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 16,791 | $314K |
| Catalina Capital Group, LLC | 0.20% | New | 16,098 | $301K |
| Icon Wealth Advisors, LLC | 0.02% | Add +2.6% | 16,006 | $300K |
| BNP Paribas Financial Markets | 0.00% | New | 15,966 | $299K |
| HighTower Advisors, LLC | 0.00% | Reduce -52.8% | 15,457 | $289K |
| Mercer Global Advisors Inc. | 0.00% | New | 14,539 | $272K |
| Engineers Gate Manager LP | 0.00% | New | 13,709 | $257K |
| Cowa, LLC | 0.10% | No change | 13,436 | $252K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -27.7% | 12,928 | $242K |
| Independent Financial Group, LLC | 0.01% | No change | 12,900 | $241K |
| Simplex Trading, LLC | 0.01% | Reduce -28.4% | 12,822 | $240K |
| Gilbert & Cook, Inc. | 0.03% | No change | 12,131 | $227K |
| Promus Capital, LLC | 0.15% | No change | 12,000 | $225K |
| Samalin Investment Counsel, LLC | 0.08% | Add +1.8% | 11,547 | $216K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.9% | 11,405 | $214K |
| Sciencast Management LP | 0.04% | Reduce -62.8% | 11,236 | $210K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 11,200 | $210K |
| Fiduciary Group, LLC | 0.02% | New | 10,629 | $199K |
| Quantbot Technologies LP | 0.00% | New | 6,294 | $118K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.5% | 5,245 | $98K |
| National Bank of Canada | 0.00% | New | 5,100 | $95K |
| AdvisorNet Financial, Inc | 0.01% | Add +27.3% | 4,200 | $79K |
| Creative Financial Designs Inc. | 0.00% | No change | 3,555 | $67K |
"% of holder's portfolio" is MSDL's weight in each manager's 13F, not the share of Morgan Stanley Direct Lendin the manager owns.