MSC Income FundMSIF
13F holders, Q2 2025 (June 30)32holders +9
13new positions
6sold out
$16.43avg. 13F price*
At the end of Q2 2025, 32 institutions reported holding MSC Income Fund Inc. (MSIF) in their 13F filings, up 9 from Q1 2025. 13 opened new positions and 6 sold out. The largest holders were Sanders Morris Harris LLC ($17.4M), Ares Management LLC ($6.7M) and BlackRock, Inc. ($4.1M).
- Company
- MSC Income Fund Inc.
- CUSIP
- 55374X208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $19.0M |
| Exits | 6 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,268,217 shares bought and 397,289 shares sold, net +870,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Sanders Morris Harris LLC | 4.16% | New | 1,060,407 | $17.4M |
| Ares Management LLC | 0.34% | Reduce -21.5% | 408,393 | $6.7M |
| BlackRock, Inc. | 0.00% | Add +34.0% | 248,096 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -47.7% | 163,881 | $2.7M |
| Franklin Resources Inc. | 0.00% | Add +17.5% | 153,734 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +20.4% | 106,994 | $1.8M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.0% | 54,964 | $904K |
| Raymond James Financial Inc. | 0.00% | Reduce -42.3% | 32,800 | $539K |
| Joel Isaacson & Co., LLC | 0.02% | New | 32,500 | $534K |
| SageView Advisory Group, LLC | 0.02% | No change | 27,239 | $441K |
| Acadian Asset Management LLC | 0.00% | New | 23,454 | $384K |
| Goldman Sachs Group Inc. | 0.00% | Add +13.0% | 18,000 | $296K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +11.0% | 17,059 | $280K |
| HighTower Advisors, LLC | 0.00% | Add +7.9% | 14,982 | $246K |
| LPL Financial LLC | 0.00% | New | 14,409 | $237K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.9% | 12,884 | $212K |
| Jane Street Group, LLC | 0.00% | New | 12,153 | $200K |
| Confluence Investment Management LLC | 0.00% | New | 10,602 | $174K |
| Morgan Stanley | 0.00% | Reduce -15.6% | 10,449 | $172K |
| Royal Bank of Canada | 0.00% | Add +10.5% | 3,531 | $58K |
| UBS Group AG | 0.00% | New | 1,687 | $28K |
| Financial Gravity Companies, Inc. | 0.00% | — | 1,391 | $23K |
| MAI Capital Management | 0.00% | No change | 1,331 | $22K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,247 | $20K |
| Harbour Investments, Inc. | 0.00% | Add +0.0% | 1,000 | $16K |
| CX Institutional | 0.00% | New | 585 | $10K |
| Private Trust Co. NA | 0.00% | New | 389 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.6% | 300 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 218 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | New | 128 | $2K |
| Archer Investment Corp | 0.00% | New | 25 | $411 |
| Wells Fargo & Company | 0.00% | New | 1 | $10 |
"% of holder's portfolio" is MSIF's weight in each manager's 13F, not the share of MSC Income Fund Inc. the manager owns.