Morgan Stanley Direct LendinMSDL
13F holders, Q4 2025 (December 31)134holders +16
36new positions
22sold out
5famous investors
$16.48avg. 13F price*
At the end of Q4 2025, 134 institutions reported holding Morgan Stanley Direct Lendin (MSDL) in their 13F filings, up 16 from Q3 2025. 36 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($261.6M), Van Eck Associates Corp. ($30.3M) and Generali Asset Management SPA SGR ($30.2M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $63.7M |
| Exits | 22 | $13.5M |
All 13F filers, Q3 2025 → Q4 2025: 7,136,332 shares bought and 2,461,032 shares sold, net +4,675,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Morgan Stanley | 0.02% | Reduce -0.2% | 15,876,336 | $261.6M |
| Van Eck Associates Corp. | 0.03% | Reduce -6.5% | 1,840,835 | $30.3M |
| Generali Asset Management SPA SGR | 0.62% | No change | 1,829,964 | $30.2M |
| UBS Group AG | 0.01% | Add +73.0% | 1,668,693 | $27.5M |
| Two Sigma Investments, LP | 0.02% | Add +147.5% | 844,770 | $13.9M |
| Muzinich & Co., Inc. | 3.97% | Add +31.1% | 766,451 | $12.6M |
| Rivernorth Capital Management, LLC | 0.60% | Reduce -22.7% | 764,543 | $12.6M |
| Toronto Dominion Bank | 0.02% | Add +26.2% | 713,641 | $11.8M |
| Altshuler Shaham Ltd | 0.16% | New | 650,437 | $10.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +10.5% | 558,113 | $9.2M |
| Americana Partners, LLC | 0.25% | Add +2.4% | 551,776 | $9.1M |
| American Financial Group Inc. | 3.25% | New | 531,500 | $8.8M |
| Trexquant Investment LP | 0.07% | Add +89.3% | 448,097 | $7.4M |
| Jane Street Group, LLC | 0.01% | Add +344.4% | 423,165 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +14.5% | 408,416 | $6.7M |
| HRT Financial LP | 0.02% | New | 394,241 | $6.5M |
| Franklin Resources Inc. | 0.00% | Reduce -1.0% | 371,094 | $6.1M |
| Liberty Mutual Group Asset Management Inc. | 0.56% | New | 359,773 | $5.9M |
| Truffle Hound Capital, LLC | 3.09% | New | 320,000 | $5.3M |
| TT Capital Management LLC | 3.98% | Add +1.8% | 302,946 | $5.0M |
| Closed-End Fund Advisors, Inc. | 2.84% | — | 291,456 | $4.8M |
| Millennium Management | 0.00% | Reduce -23.6% | 268,646 | $4.4M |
| Hennion & Walsh Asset Management, Inc. | 0.15% | Add +30.4% | 258,929 | $4.3M |
| Two Sigma Advisers, LP | 0.01% | Add +171.7% | 249,400 | $4.1M |
| Russell Investments Group, Ltd. | 0.00% | New | 242,417 | $4.0M |
| Sfmg, LLC | 0.26% | Reduce -8.2% | 238,045 | $3.9M |
| Citadel Advisors | 0.00% | Add +224.8% | 230,300 | $3.8M |
| Fosun International Ltd | 0.93% | New | 221,872 | $3.7M |
| Activest Wealth Management | 0.60% | Add +56.1% | 195,621 | $3.2M |
| Cullen/Frost Bankers, Inc. | 0.03% | New | 184,080 | $3.0M |
| Point72 Asset Management | 0.00% | New | 178,897 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +686.2% | 178,273 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -17.9% | 175,306 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.3% | 166,108 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.7% | 160,515 | $2.6M |
| GraniteShares Advisors LLC | 1.59% | New | 159,184 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -74.5% | 133,500 | $2.2M |
| Shikiar Asset Management Inc. | 0.58% | Add +7.9% | 130,500 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 130,312 | $2.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +140.8% | 129,751 | $2.1M |
| Naviter Wealth, LLC | 0.27% | Reduce -24.1% | 122,478 | $2.1M |
| Adams Asset Advisors, LLC | 0.25% | Add +1.6% | 111,397 | $1.8M |
| Quantbot Technologies LP | 0.06% | Add +752.9% | 108,536 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.1% | 104,768 | $1.7M |
| Ares Management LLC | 0.09% | New | 100,000 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -32.8% | 93,742 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +90.7% | 88,467 | $1.5M |
| XTX Topco Ltd | 0.04% | New | 81,599 | $1.3M |
| Aquatic Capital Management LLC | 0.04% | Add +185.5% | 77,324 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.27% | Add +8.7% | 76,982 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -38.2% | 74,641 | $1.2M |
| Confluence Investment Management LLC | 0.02% | Add +1.9% | 72,156 | $1.2M |
| Marex Group Ltd | 0.01% | Add +43.2% | 71,050 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +113.0% | 68,404 | $1.1M |
| Lido Advisors, LLC | 0.00% | Add +226.6% | 63,614 | $1.1M |
| Denali Advisors LLC | 0.11% | Reduce -19.7% | 57,793 | $952K |
| AlphaQuest LLC | 0.05% | Add +34.7% | 54,024 | $890K |
| Bank of America Corp. | 0.00% | Reduce -40.0% | 50,710 | $836K |
| MAI Capital Management | 0.00% | New | 50,216 | $828K |
| Captrust Financial Advisors | 0.00% | No change | 49,345 | $813K |
| Quadrature Capital Ltd | 0.01% | Reduce -3.6% | 48,867 | $805K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +100.8% | 47,189 | $778K |
| Royal Bank of Canada | 0.00% | Reduce -37.0% | 47,152 | $777K |
| Truist Financial Corp. | 0.00% | Reduce -18.1% | 42,642 | $703K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 40,517 | $668K |
| Cetera Investment Advisers | 0.00% | Add +29.5% | 40,076 | $660K |
| Pathstone Holdings, LLC | 0.00% | Add +17.4% | 35,052 | $580K |
| Focus Partners Wealth | 0.00% | New | 34,118 | $565K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.3% | 34,116 | $562K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.5% | 32,807 | $541K |
| Virtu Financial LLC | 0.02% | New | 31,736 | $523K |
| Squarepoint Ops LLC | 0.00% | Reduce -0.3% | 29,796 | $491K |
| Entropy Technologies, LP | 0.03% | New | 29,206 | $481K |
| Northern Trust Corp. | 0.00% | Add +1.1% | 27,957 | $461K |
| Invesco Ltd. | 0.00% | Reduce -59.2% | 27,915 | $460K |
| Envestnet Asset Management Inc. | 0.00% | Add +47.7% | 27,629 | $455K |
| Virtus Investment Advisers, LLC | 0.12% | Reduce -13.3% | 26,281 | $433K |
| Fiduciary Group, LLC | 0.03% | Reduce -1.3% | 24,029 | $396K |
| Clearstead Advisors, LLC | 0.01% | Add +2.6% | 24,000 | $396K |
| Centiva Capital, LP | 0.02% | Reduce -84.8% | 22,910 | $378K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.0% | 22,843 | $376K |
| Global Strategic Investment Solutions, LLC | 0.03% | Add +16.0% | 21,294 | $351K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.02% | No change | 20,722 | $341K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 20,192 | $333K |
| Almitas Capital LLC | 0.07% | New | 20,000 | $330K |
| National Bank of Canada | 0.00% | Add +14.6% | 19,245 | $317K |
| Everpar Advisors LLC | 0.11% | Reduce -26.2% | 18,547 | $306K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.8% | 18,524 | $305K |
| Nomura Holdings Inc. | 0.00% | New | 17,387 | $287K |
| Guggenheim Capital LLC | 0.00% | Add +19.1% | 17,321 | $285K |
| Obsidian Cio, LLC | 0.42% | Reduce -70.8% | 17,220 | $284K |
| Icon Wealth Advisors, LLC | 0.02% | Add +2.9% | 16,893 | $278K |
| TrueMark Investments, LLC | 0.05% | Reduce -39.9% | 15,000 | $247K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.5% | 14,902 | $246K |
| AQR Capital Management | 0.00% | No change | 14,026 | $231K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 13,910 | $229K |
| Sapient Capital LLC | 0.00% | No change | 12,987 | $227K |
| Cowa, LLC | 0.07% | No change | 13,436 | $221K |
| Reicon Wealth Advisors, LLC | 0.16% | — | 12,969 | $214K |
| Sciencast Management LP | 0.03% | Reduce -16.3% | 12,336 | $203K |
"% of holder's portfolio" is MSDL's weight in each manager's 13F, not the share of Morgan Stanley Direct Lendin the manager owns.