Morgan Stanley Direct LendinMSDL
13F holders, Q1 2026 (March 31)139holders +5
26new positions
19sold out
5famous investors
$13.96avg. 13F price*
At the end of Q1 2026, 139 institutions reported holding Morgan Stanley Direct Lendin (MSDL) in their 13F filings, up 5 from Q4 2025. 26 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($221.6M), Generali Asset Management SPA SGR ($25.5M) and UBS Group AG ($22.3M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $20.6M |
| Exits | 19 | $17.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,462,233 shares bought and 3,721,734 shares sold, net −259,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| Morgan Stanley | 0.01% | Reduce -0.0% | 15,874,362 | $221.6M |
| Generali Asset Management SPA SGR | 0.53% | No change | 1,829,964 | $25.5M |
| UBS Group AG | 0.00% | Reduce -4.3% | 1,596,596 | $22.3M |
| Van Eck Associates Corp. | 0.02% | Reduce -22.1% | 1,433,977 | $20.0M |
| Rivernorth Capital Management, LLC | 0.74% | Add +37.6% | 1,052,351 | $14.7M |
| Two Sigma Investments, LP | 0.01% | Add +5.3% | 889,349 | $12.4M |
| Muzinich & Co., Inc. | 3.75% | Add +0.2% | 767,802 | $10.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +197.8% | 721,949 | $10.1M |
| Altshuler Shaham Ltd | 0.17% | No change | 650,437 | $9.1M |
| American Financial Group Inc. | 3.27% | Add +18.8% | 631,500 | $8.8M |
| Toronto Dominion Bank | 0.02% | Reduce -12.8% | 622,212 | $8.7M |
| DG Capital Management, LLC | 4.07% | New | 575,537 | $8.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | No change | 558,113 | $7.8M |
| Wells Fargo & Company | 0.00% | Add +32.9% | 542,796 | $7.6M |
| Ares Management LLC | 0.38% | Add +312.0% | 412,000 | $5.8M |
| Trexquant Investment LP | 0.04% | Reduce -8.7% | 409,326 | $5.7M |
| TT Capital Management LLC | 3.83% | Add +9.7% | 332,467 | $4.6M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Add +11.0% | 287,383 | $4.0M |
| Millennium Management | 0.00% | Add +2.8% | 276,026 | $3.9M |
| HighTower Advisors, LLC | 0.00% | New | 265,284 | $3.7M |
| Americana Partners, LLC | 0.09% | Reduce -53.4% | 257,184 | $3.6M |
| Fosun International Ltd | 0.92% | Add +8.3% | 240,374 | $3.4M |
| Sfmg, LLC | 0.20% | Reduce -12.3% | 208,725 | $2.9M |
| Liberty Mutual Group Asset Management Inc. | 0.23% | Reduce -43.1% | 204,770 | $2.9M |
| Activest Wealth Management | 0.50% | Add +4.7% | 204,723 | $2.9M |
| XTX Topco Ltd | 0.05% | Add +135.2% | 191,913 | $2.7M |
| Franklin Resources Inc. | 0.00% | Reduce -49.7% | 186,811 | $2.6M |
| Cullen/Frost Bankers, Inc. | 0.03% | No change | 184,080 | $2.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.4% | 162,067 | $2.3M |
| ExodusPoint Capital Management, LP | 0.02% | New | 160,332 | $2.2M |
| Point72 Asset Management | 0.00% | Reduce -13.7% | 154,421 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -64.2% | 151,464 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.2% | 151,034 | $2.1M |
| Naviter Wealth, LLC | 0.25% | Add +14.8% | 140,627 | $2.0M |
| GraniteShares Advisors LLC | 1.44% | Reduce -10.3% | 142,844 | $2.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +3.1% | 133,731 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | Add +909.4% | 116,753 | $1.6M |
| Adams Asset Advisors, LLC | 0.18% | Add +2.7% | 114,432 | $1.6M |
| State Street Corp. | 0.00% | New | 105,464 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -39.3% | 106,424 | $1.5M |
| Shikiar Asset Management Inc. | 0.47% | Reduce -19.9% | 104,600 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -24.0% | 101,429 | $1.4M |
| P.A.W. Capital Corp. | 1.08% | New | 99,200 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 93,114 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.6% | 88,847 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.25% | Add +11.8% | 86,033 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -66.5% | 77,072 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.7% | 75,048 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -4.9% | 70,951 | $990K |
| Pension & Wealth Management Advisors, Inc. | 0.29% | Add +1167.3% | 69,195 | $966K |
| Confluence Investment Management LLC | 0.01% | Reduce -6.7% | 67,321 | $940K |
| Invesco Ltd. | 0.00% | Add +136.0% | 65,882 | $920K |
| Lido Advisors, LLC | 0.00% | Reduce -6.6% | 59,423 | $836K |
| Denali Advisors LLC | 0.09% | Reduce -0.1% | 57,757 | $806K |
| Royal Bank of Canada | 0.00% | Add +21.1% | 57,089 | $797K |
| Aquatic Capital Management LLC | 0.02% | Reduce -27.9% | 55,780 | $779K |
| Cetera Investment Advisers | 0.00% | Add +34.2% | 53,782 | $751K |
| Truist Financial Corp. | 0.00% | Add +20.5% | 51,381 | $717K |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 49,695 | $694K |
| Focus Partners Wealth | 0.00% | Add +43.1% | 48,827 | $684K |
| Hourglass Capital, LLC | 0.14% | New | 48,672 | $679K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.1% | 44,144 | $616K |
| Closed-End Fund Advisors, Inc. | 0.61% | Reduce -85.3% | 42,841 | $598K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.7% | 36,974 | $516K |
| Fiduciary Group, LLC | 0.04% | Add +53.7% | 36,924 | $515K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 36,564 | $510K |
| Squarepoint Ops LLC | 0.00% | Add +9.4% | 32,608 | $455K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -31.1% | 32,500 | $454K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.4% | 30,554 | $427K |
| Guggenheim Capital LLC | 0.00% | Add +74.5% | 30,229 | $422K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 29,236 | $408K |
| Entropy Technologies, LP | 0.02% | Reduce -1.6% | 28,732 | $401K |
| Virtus Investment Advisers, LLC | 0.11% | Add +7.7% | 28,292 | $395K |
| Northern Trust Corp. | 0.00% | No change | 27,957 | $390K |
| Infrastructure Capital Advisors, LLC | 0.05% | Add +160.0% | 26,001 | $363K |
| TrueMark Investments, LLC | 0.07% | Add +73.2% | 25,985 | $363K |
| Marex Group Ltd | 0.00% | Reduce -64.8% | 25,000 | $349K |
| NewGen Asset Management Ltd | 0.21% | New | 24,300 | $339K |
| Clearstead Advisors, LLC | 0.00% | No change | 24,000 | $335K |
| National Bank of Canada | 0.00% | Add +23.5% | 23,766 | $332K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 22,843 | $319K |
| Texas Yale Capital Corp. | 0.01% | New | 22,675 | $317K |
| JPMorgan Chase & Co. | 0.00% | Reduce -87.5% | 22,354 | $315K |
| Quantbot Technologies LP | 0.01% | Reduce -79.3% | 22,430 | $313K |
| Global Strategic Investment Solutions, LLC | 0.03% | Add +0.8% | 21,460 | $300K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.02% | No change | 20,722 | $289K |
| Almitas Capital LLC | 0.06% | No change | 20,000 | $279K |
| Pathstone Holdings, LLC | 0.00% | Reduce -45.2% | 19,207 | $270K |
| Engineers Gate Manager LP | 0.00% | New | 18,915 | $264K |
| Icon Wealth Advisors, LLC | 0.02% | Add +3.1% | 17,412 | $263K |
| Everpar Advisors LLC | 0.09% | No change | 18,547 | $259K |
| Obsidian Cio, LLC | 0.22% | Add +3.0% | 17,742 | $248K |
| DRW Securities, LLC | 0.01% | Add +65.1% | 17,679 | $247K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.6% | 17,669 | $247K |
| Reicon Wealth Advisors, LLC | 0.19% | Add +33.8% | 17,349 | $242K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.7% | 17,145 | $239K |
| Eagle Global Advisors LLC | 0.01% | New | 16,915 | $236K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +18.2% | 16,440 | $230K |
| Cowa, LLC | 0.06% | Add +16.4% | 15,636 | $218K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 15,444 | $216K |
| CFO4Life Group, LLC | 0.03% | New | 14,813 | $207K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.4% | 14,539 | $203K |
| AQR Capital Management | 0.00% | No change | 14,026 | $196K |
| Commerce Advisors, LLC | 0.16% | — | 13,891 | $194K |
| Sapient Capital LLC | 0.00% | No change | 12,987 | $187K |
| Centiva Capital, LP | 0.01% | Reduce -42.0% | 13,287 | $185K |
| Gilbert & Cook, Inc. | 0.02% | No change | 12,131 | $169K |
| Jump Financial, LLC | 0.00% | New | 12,029 | $168K |
| Osbon Capital Management LLC | 0.13% | Add +4.8% | 11,749 | $164K |
| Van Hulzen Asset Management, LLC | 0.01% | No change | 11,585 | $162K |
| Brevan Howard Capital Management LP | 0.00% | New | 11,115 | $155K |
| Sweeney & Michel, LLC | 0.05% | New | 10,500 | $154K |
| Bank of America Corp. | 0.00% | Reduce -79.8% | 10,270 | $143K |
| Cura Wealth Advisors, LLC | 0.06% | No change | 10,200 | $142K |
| Kelleher Financial Advisors | 0.04% | Add +2.7% | 10,170 | $142K |
| Black Maple Capital Management LP | 0.11% | New | 10,000 | $140K |
| AREX Capital Management, LP | 0.22% | New | 9,500 | $133K |
| Simplex Trading, LLC | 0.00% | New | 5,896 | $82K |
| Harbour Investments, Inc. | 0.00% | No change | 5,618 | $78K |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.9% | 5,300 | $74K |
| LM Advisors LLC | 0.41% | Reduce -17.0% | 1,052 | $73K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +270.8% | 4,932 | $69K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.3% | 4,201 | $59K |
| Sound Income Strategies, LLC | 0.00% | No change | 4,007 | $55K |
| Creative Financial Designs Inc. | 0.00% | No change | 3,555 | $50K |
| Rhumbline Advisers | 0.00% | Add +3.1% | 3,092 | $43K |
| Sunbelt Securities, Inc. | 0.00% | New | 3,000 | $42K |
| Advisory Services Network, LLC | 0.00% | New | 2,578 | $36K |
| SHP Wealth Management | 0.00% | Add +3.0% | 2,459 | $34K |
| Barclays PLC | 0.00% | New | 1,431 | $20K |
| Hollencrest Capital Management | 0.00% | New | 1,250 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 900 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.8% | 1,008 | $14K |
| Allworth Financial LP | 0.00% | No change | 1,000 | $14K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 309 | $4K |
| Fifth Third Bancorp | 0.00% | New | 306 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -90.9% | 288 | $4K |
| Avion Wealth | 0.00% | No change | 300 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | New | 210 | $3K |
"% of holder's portfolio" is MSDL's weight in each manager's 13F, not the share of Morgan Stanley Direct Lendin the manager owns.