Morgan Stanley Direct LendinMSDL
13F holders, Q3 2025 (September 30)118holders +8
23new positions
14sold out
4famous investors
$16.09avg. 13F price*
At the end of Q3 2025, 118 institutions reported holding Morgan Stanley Direct Lendin (MSDL) in their 13F filings, up 8 from Q2 2025. 23 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($255.7M), Van Eck Associates Corp. ($31.6M) and Generali Asset Management SPA SGR ($29.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and 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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $16.7M |
| Exits | 14 | $10.2M |
All 13F filers, Q2 2025 → Q3 2025: 4,718,377 shares bought and 1,128,266 shares sold, net +3,590,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Morgan Stanley | 0.02% | Add +1.9% | 15,903,143 | $255.7M |
| Van Eck Associates Corp. | 0.03% | Add +2.5% | 1,967,697 | $31.6M |
| Generali Asset Management SPA SGR | 0.63% | Add +3.9% | 1,829,964 | $29.4M |
| Rivernorth Capital Management, LLC | 0.91% | Add +377.4% | 989,127 | $15.9M |
| UBS Group AG | 0.00% | Add +17.5% | 964,299 | $15.5M |
| Muzinich & Co., Inc. | 3.64% | Add +28.3% | 584,621 | $9.4M |
| Toronto Dominion Bank | 0.02% | New | 565,621 | $9.1M |
| Marshall Wace, LLP | 0.01% | Add +487.2% | 543,182 | $8.7M |
| Americana Partners, LLC | 0.26% | Add +42.5% | 538,983 | $8.7M |
| Renaissance Technologies | 0.01% | Add +1367.7% | 522,788 | $8.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +36.2% | 505,062 | $8.1M |
| Franklin Resources Inc. | 0.00% | Add +7.0% | 374,761 | $6.0M |
| Wells Fargo & Company | 0.00% | Add +13.6% | 356,636 | $5.7M |
| Millennium Management | 0.00% | Reduce -0.3% | 351,471 | $5.7M |
| Two Sigma Investments, LP | 0.01% | Add +122.8% | 341,312 | $5.5M |
| TT Capital Management LLC | 3.66% | Add +25.1% | 297,559 | $4.8M |
| Sfmg, LLC | 0.29% | Add +0.3% | 259,345 | $4.2M |
| Trexquant Investment LP | 0.04% | Add +67.3% | 236,752 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 213,619 | $3.4M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +32.2% | 198,538 | $3.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -29.3% | 185,206 | $3.0M |
| Balyasny Asset Management L.P. | 0.01% | Add +95.5% | 175,727 | $2.8M |
| Naviter Wealth, LLC | 0.31% | Reduce -10.5% | 161,329 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +311.5% | 157,866 | $2.5M |
| Centiva Capital, LP | 0.23% | New | 150,958 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +7.3% | 139,425 | $2.2M |
| Activest Wealth Management | 0.41% | Reduce -27.0% | 125,287 | $2.0M |
| Shikiar Asset Management Inc. | 0.54% | Reduce -24.0% | 120,900 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -29.6% | 120,700 | $1.9M |
| Adams Asset Advisors, LLC | 0.23% | Add +21.1% | 109,633 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +31.4% | 97,857 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -31.4% | 95,225 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Add +140.9% | 91,800 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -12.8% | 84,530 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -53.1% | 74,861 | $1.2M |
| Denali Advisors LLC | 0.13% | Reduce -16.9% | 71,968 | $1.2M |
| Citadel Advisors | 0.00% | Add +4.8% | 70,909 | $1.1M |
| Confluence Investment Management LLC | 0.02% | Reduce -18.5% | 70,848 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.25% | Reduce -0.4% | 70,827 | $1.1M |
| Invesco Ltd. | 0.00% | Add +35.4% | 68,369 | $1.1M |
| Obsidian Cio, LLC | 0.12% | Reduce -0.3% | 59,064 | $950K |
| LM Advisors LLC | 0.13% | Reduce -1.9% | 55,784 | $925K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -50.9% | 54,973 | $884K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +86.8% | 53,885 | $866K |
| Truist Financial Corp. | 0.00% | Add +29.6% | 52,073 | $837K |
| Quadrature Capital Ltd | 0.01% | New | 50,699 | $815K |
| Marex Group Ltd | 0.01% | New | 49,601 | $798K |
| Captrust Financial Advisors | 0.00% | No change | 49,345 | $793K |
| Susquehanna International Group, LLP | 0.00% | Add +115.6% | 46,403 | $746K |
| Zuckerman Investment Group, LLC | 0.07% | Add +4.5% | 46,000 | $740K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 43,453 | $699K |
| Commonwealth Equity Services, LLC | 0.00% | Add +48.5% | 42,778 | $688K |
| AlphaQuest LLC | 0.04% | New | 40,105 | $645K |
| Osaic Holdings, Inc. | 0.00% | Add +8.1% | 35,843 | $608K |
| Dynamic Technology Lab Private Ltd | 0.09% | Add +92.5% | 32,323 | $520K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +888.3% | 32,119 | $516K |
| Cetera Investment Advisers | 0.00% | Add +18.2% | 30,940 | $498K |
| Virtus Investment Advisers, LLC | 0.14% | Add +48.7% | 30,302 | $487K |
| Pathstone Holdings, LLC | 0.00% | Reduce -19.8% | 29,858 | $483K |
| Squarepoint Ops LLC | 0.00% | Reduce -13.9% | 29,899 | $481K |
| Northern Trust Corp. | 0.00% | Reduce -8.3% | 27,652 | $445K |
| Aquatic Capital Management LLC | 0.01% | New | 27,082 | $435K |
| Obermeyer Wealth Partners | 0.02% | New | 26,000 | $418K |
| Eagle Global Advisors LLC | 0.02% | No change | 25,800 | $415K |
| Everpar Advisors LLC | 0.16% | Reduce -12.2% | 25,130 | $404K |
| TrueMark Investments, LLC | 0.07% | New | 24,976 | $402K |
| NorthCoast Asset Management LLC | 0.00% | Add +35.3% | 24,392 | $395K |
| Fiduciary Group, LLC | 0.03% | Add +129.1% | 24,355 | $392K |
| Nordwand Advisors, LLC | 0.06% | No change | 24,336 | $391K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -17.3% | 24,309 | $391K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 23,500 | $378K |
| Clearstead Advisors, LLC | 0.01% | No change | 23,386 | $376K |
| Oppenheimer & Co. Inc. | 0.00% | Add +26.7% | 23,080 | $371K |
| JPMorgan Chase & Co. | 0.00% | Reduce -69.2% | 22,674 | $365K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.9% | 20,767 | $334K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.03% | Reduce -5.5% | 20,722 | $333K |
| Lido Advisors, LLC | 0.00% | Reduce -28.9% | 19,478 | $323K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 18,707 | $301K |
| Global Strategic Investment Solutions, LLC | 0.03% | Add +6.5% | 18,360 | $295K |
| National Bank of Canada | 0.00% | Add +229.4% | 16,800 | $270K |
| Icon Wealth Advisors, LLC | 0.02% | Add +2.6% | 16,422 | $264K |
| Sciencast Management LP | 0.04% | Add +31.1% | 14,736 | $237K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -18.0% | 14,630 | $235K |
| Guggenheim Capital LLC | 0.00% | New | 14,541 | $234K |
| Mercer Global Advisors Inc. | 0.00% | No change | 14,539 | $234K |
| Gsa Capital Partners LLP | 0.02% | New | 14,116 | $227K |
| MQS Management LLC | 0.13% | Reduce -52.6% | 14,096 | $227K |
| AQR Capital Management | 0.00% | New | 14,026 | $226K |
| Sapient Capital LLC | 0.00% | New | 12,987 | $223K |
| Cowa, LLC | 0.08% | No change | 13,436 | $216K |
| Quantbot Technologies LP | 0.01% | Add +102.2% | 12,726 | $205K |
| Gilbert & Cook, Inc. | 0.03% | No change | 12,131 | $195K |
| Promus Capital, LLC | 0.12% | No change | 12,000 | $193K |
| Samalin Investment Counsel, LLC | 0.06% | Reduce -4.9% | 10,977 | $177K |
| Elevate Capital Advisors, LLC | 0.12% | New | 10,773 | $173K |
| Simplex Trading, LLC | 0.00% | Reduce -24.9% | 9,634 | $154K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.3% | 5,021 | $81K |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.9% | 4,800 | $77K |
| Keystone Financial Group | 0.01% | New | 4,480 | $72K |
| US Bancorp \de | 0.00% | Add +61.9% | 3,707 | $60K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -13.1% | 3,650 | $59K |
| Creative Financial Designs Inc. | 0.00% | No change | 3,555 | $57K |
| State of Wyoming | 0.01% | New | 3,543 | $57K |
| Ameritas Advisory Services, LLC | 0.00% | Add +53.3% | 3,388 | $54K |
| Allworth Financial LP | 0.00% | No change | 2,606 | $42K |
| NewEdge Advisors, LLC | 0.00% | New | 2,000 | $32K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,800 | $30K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 1,445 | $23K |
| Point72 Europe (London) LLP | 0.00% | New | 1,186 | $19K |
| Comerica Bank | 0.00% | No change | 1,137 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.2% | 990 | $16K |
| Group One Trading LLC | 0.00% | No change | 900 | $14K |
| Wealthspire Advisors, LLC | 0.00% | New | 500 | $8K |
| Point72 (DIFC) Ltd | 0.00% | Add +57.0% | 471 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.9% | 349 | $6K |
| Barclays PLC | 0.00% | New | 222 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 142 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.3% | 3 | $48 |
"% of holder's portfolio" is MSDL's weight in each manager's 13F, not the share of Morgan Stanley Direct Lendin the manager owns.