MSC Income FundMSIF 13F holders, Q1 2025 (March 31) 23 holders
$16.47 avg. 13F price*
At the end of Q1 2025 , 23 institutions reported holding MSC Income Fund Inc. (MSIF) in their 13F filings. The largest holders were Ares Management LLC ($8.6M), T. Rowe Price Associates Inc. ($5.2M) and BlackRock, Inc. ($3.1M).
Company MSC Income Fund Inc.
CUSIP 55374X208
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2025 Institutions Total Value New Positions 23 $25.7M Exits 0 $0
Ownership 23 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Ares Management LLC 0.53% New 520,000 $8.6M T. Rowe Price Associates Inc. 0.00% New 313,581 $5.2M BlackRock, Inc. 0.00% New 185,203 $3.1M Franklin Resources Inc. 0.00% New 130,832 $2.2M U.S. Capital Wealth Advisors, LLC 0.04% New 88,900 $1.5M Teacher Retirement System of Texas 0.00% New 64,391 $1.1M Kestra Advisory Services, LLC 0.00% New 59,731 $1.0M Raymond James Financial Inc. 0.00% New 56,800 $935K SageView Advisory Group, LLC 0.02% New 27,239 $449K Virtu Financial LLC 0.02% New 19,238 $317K Goldman Sachs Group Inc. 0.00% New 15,923 $262K Focus Partners Advisor Solutions, LLC 0.00% New 15,367 $253K Wealthspire Advisors, LLC 0.00% New 16,078 $250K HighTower Advisors, LLC 0.00% New 13,890 $229K Morgan Stanley 0.00% New 12,381 $204K Envestnet Asset Management Inc. 0.00% New 11,311 $186K Royal Bank of Canada 0.00% New 3,195 $53K Legacy Wealth Managment, LLC 0.03% New 2,794 $46K Moisand Fitzgerald Tamayo, LLC 0.00% New 1,612 $25K MAI Capital Management 0.00% New 1,331 $22K Osaic Holdings, Inc. 0.00% New 1,247 $21K Tower Research Capital LLC (TRC) 0.00% New 848 $14K HFM Investment Advisors, LLC 0.00% — 622 $10K
"% of holder's portfolio" is MSIF's weight in each manager's 13F, not the share of MSC Income Fund Inc. the manager owns.