MSC Income FundMSIF

13F holders, Q3 2025 (September 30)
96holders +64
66new positions
3sold out
1famous investor
$13.11avg. 13F price*

At the end of Q3 2025, 96 institutions reported holding MSC Income Fund Inc. (MSIF) in their 13F filings, up 64 from Q2 2025. 66 opened new positions and 3 sold out. The largest holders were Sanders Morris Harris LLC ($14.9M), Ares Management LLC ($5.4M) and BlackRock, Inc. ($4.3M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
MSC Income Fund Inc.
CUSIP
55374X208
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2025: 23Q1 2025Q2 2025: 32Q2 2025Q3 2025: 96Q3 2025Q4 2025: 146Q4 2025Q1 2026: 160Q1 2026Q2 2026: 167Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions66$27.9M
Exits3$3.2M

All 13F filers, Q2 2025 → Q3 2025: 2,763,889 shares bought and 245,346 shares sold, net +2,518,543 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

Sanders Morris Harris LLC 2.00% Add +7.4% 1,138,543 $14.9M
Ares Management LLC 0.25% No change 408,393 $5.4M
BlackRock, Inc. 0.00% Add +31.3% 325,627 $4.3M
North Ground Capital 2.58% New 319,780 $4.2M
Franklin Resources Inc. 0.00% Add +101.4% 309,581 $4.1M
Marshall Wace, LLP 0.00% New 211,103 $2.8M
LPL Financial LLC 0.00% Add +987.1% 156,641 $2.1M
Legacy Wealth Managment, LLC 0.84% New 140,820 $1.8M
Millennium Management 0.00% New 137,414 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% New 126,913 $1.7M
U.S. Capital Wealth Advisors, LLC 0.04% Add +3.1% 110,339 $1.4M
Cetera Investment Advisers 0.00% New 105,060 $1.4M
J.W. Cole Advisors, Inc. 0.02% New 89,387 $1.2M
Diversify Advisory Services, LLC 0.04% New 87,425 $1.1M
Osaic Holdings, Inc. 0.00% Add +4536.1% 57,812 $770K
Sigma Planning Corp 0.02% New 54,971 $722K
Rockport Wealth LLC 0.14% New 52,752 $693K
Riverbridge Partners LLC 0.01% New 51,397 $675K
Centaurus Financial, Inc. 0.03% New 50,776 $667K
Kestra Advisory Services, LLC 0.00% Reduce -21.9% 42,915 $563K
Merit Financial Group, LLC 0.00% New 40,093 $526K
Focus Partners Advisor Solutions, LLC 0.01% Add +142.0% 41,284 $490K
Commonwealth Equity Services, LLC 0.00% New 34,363 $451K
SageView Advisory Group, LLC 0.02% Add +24.6% 33,932 $446K
Private Advisor Group, LLC 0.00% New 33,730 $443K
Joel Isaacson & Co., LLC 0.02% No change 32,500 $427K
Flputnam Investment Management Co. 0.01% New 32,065 $421K
Virtus Investment Advisers, LLC 0.11% New 30,158 $396K
Almitas Capital LLC 0.09% New 30,146 $396K
Prime Capital Investment Advisors, LLC 0.00% New 28,942 $380K
Royal Bank of Canada 0.00% Add +692.9% 27,998 $368K
HighPoint Advisor Group LLC 0.02% New 26,990 $354K
Cwm, LLC 0.00% New 25,474 $334K
Strategic Financial Partners, Ltd. 0.15% New 25,156 $330K
Harbour Investments, Inc. 0.01% Add +2409.0% 25,090 $329K
Wealthcare Advisory Partners LLC 0.01% New 23,451 $308K
UBS Group AG 0.00% Add +1254.1% 22,843 $300K
Marex Group Ltd 0.00% New 21,423 $281K
Zuckerman Investment Group, LLC 0.02% New 20,000 $263K
Beacon Financial Advisory LLC 0.06% New 19,858 $261K
Envestnet Asset Management Inc. 0.00% Add +50.5% 19,387 $255K
Cooper Financial Group 0.03% New 18,692 $245K
BOS Asset Management, LLC 0.07% New 18,411 $242K
Mariner, LLC 0.00% New 17,206 $226K
Wealth Enhancement Advisory Services, LLC 0.00% New 16,494 $220K
TCFG Wealth Management, LLC 0.09% New 16,799 $217K
Perigon Wealth Management, LLC 0.00% New 16,376 $215K
Creative Planning 0.00% New 15,248 $200K
Allworth Financial LP 0.00% New 14,992 $197K
Raymond James Financial Inc. 0.00% Reduce -54.4% 14,964 $196K
Morgan Stanley 0.00% Add +40.3% 14,664 $193K
MML Investors Services, LLC 0.00% New 13,875 $182K
Prospera Financial Services Inc 0.00% New 13,767 $181K
Verition Fund Management LLC 0.00% New 13,549 $178K
Brevan Howard Capital Management LP 0.00% New 12,800 $168K
Summit Financial, LLC 0.00% New 12,625 $166K
Confluence Investment Management LLC 0.00% Add +14.4% 12,131 $159K
Quaker Wealth Management, LLC 0.05% New 12,127 $159K
Stratos Wealth Partners, LTD. 0.00% New 11,927 $157K
Simplicity Wealth,LLC 0.01% New 11,889 $156K
Foundations Investment Advisors, LLC 0.00% New 11,849 $156K
HighTower Advisors, LLC 0.00% Reduce -21.6% 11,747 $154K
Garrett Wealth Advisory Group, LLC 0.03% New 11,716 $154K
IHT Wealth Management, LLC 0.00% New 11,076 $145K
Independent Financial Group, LLC 0.00% New 10,445 $137K
Acadian Asset Management LLC 0.00% Reduce -77.6% 5,262 $69K
Creekmur Asset Management LLC 0.01% New 4,995 $66K
IFP Advisors, Inc 0.00% New 4,439 $58K
Financial Gravity Asset Management, Inc. 0.01% — 3,476 $46K
Private Trust Co. NA 0.00% Add +708.7% 3,146 $41K
Tanglewood Legacy Advisors, LLC 0.01% New 2,913 $38K
United Financial Planning Group LLC 0.02% — 2,785 $37K
CX Institutional 0.00% Add +348.4% 2,623 $34K
MAI Capital Management 0.00% Add +54.8% 2,060 $27K
Tsfg, LLC 0.00% New 2,062 $27K
Raleigh Capital Management Inc. 0.01% New 1,909 $25K
GPS Wealth Strategies Group, LLC 0.00% Add +709.2% 1,764 $23K
Chilton Capital Management LLC 0.00% New 1,475 $19K
Ameriflex Group, Inc. 0.01% New 1,336 $18K
NewEdge Advisors, LLC 0.00% New 1,242 $16K
Golden State Wealth Management, LLC 0.00% New 1,241 $16K
Wealthspire Advisors, LLC 0.00% New 1,156 $15K
Wells Fargo & Company 0.00% Add +115400.0% 1,155 $15K
Lanark Financial, Inc. 0.00% New 832 $11K
Wolff Wiese Magana LLC 0.01% New 691 $9K
NFSG Corp 0.00% New 689 $9K
Tower Research Capital LLC (TRC) 0.00% Add +92.3% 577 $8K
Larson Financial Group LLC 0.00% New 545 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% New 536 $7K
Guerra Advisors Inc 0.00% New 358 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 358 $5K
HFM Investment Advisors, LLC 0.00% New 206 $3K
Bank of America Corp. 0.00% New 187 $2K
Global Retirement Partners, LLC 0.00% New 173 $2K
HHM Wealth Advisors, LLC 0.00% No change 128 $2K
Archer Investment Corp 0.00% Add +4.0% 26 $336

"% of holder's portfolio" is MSIF's weight in each manager's 13F, not the share of MSC Income Fund Inc. the manager owns.