MSC Income FundMSIF
13F holders, Q4 2025 (December 31)146holders +50
66new positions
17sold out
3famous investors
$13.14avg. 13F price*
At the end of Q4 2025, 146 institutions reported holding MSC Income Fund Inc. (MSIF) in their 13F filings, up 50 from Q3 2025. 66 opened new positions and 17 sold out. The largest holders were Ares Management LLC ($7.7M), North Ground Capital ($6.6M) and Millennium Management ($5.9M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- MSC Income Fund Inc.
- CUSIP
- 55374X208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $26.6M |
| Exits | 17 | $18.0M |
All 13F filers, Q3 2025 → Q4 2025: 4,040,971 shares bought and 1,436,501 shares sold, net +2,604,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Ares Management LLC | 0.44% | Add +44.0% | 588,251 | $7.7M |
| North Ground Capital | 3.27% | Add +56.9% | 501,678 | $6.6M |
| Millennium Management | 0.00% | Add +229.1% | 452,229 | $5.9M |
| Franklin Resources Inc. | 0.00% | Add +34.9% | 417,667 | $5.5M |
| Marshall Wace, LLP | 0.00% | Add +67.9% | 354,348 | $4.7M |
| Two Sigma Investments, LP | 0.01% | New | 341,549 | $4.5M |
| BlackRock, Inc. | 0.00% | Add +1.6% | 330,919 | $4.3M |
| LPL Financial LLC | 0.00% | Add +75.3% | 274,559 | $3.6M |
| Jane Street Group, LLC | 0.00% | New | 272,794 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +65.2% | 209,619 | $2.8M |
| Two Sigma Advisers, LP | 0.00% | New | 184,400 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +58.6% | 166,675 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +87.3% | 167,387 | $2.2M |
| Citadel Advisors | 0.00% | New | 148,592 | $2.0M |
| Legacy Wealth Managment, LLC | 0.85% | Reduce -4.5% | 134,407 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +143.2% | 133,692 | $1.8M |
| Centaurus Financial, Inc. | 0.07% | Add +143.3% | 123,565 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +0.1% | 110,459 | $1.5M |
| Riverbridge Partners LLC | 0.03% | Add +105.7% | 105,713 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +61.7% | 93,489 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | New | 91,196 | $1.2M |
| Diversify Advisory Services, LLC | 0.04% | Add +4.6% | 91,423 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +84.4% | 73,937 | $972K |
| Rockport Wealth LLC | 0.19% | Add +37.7% | 72,660 | $955K |
| Clayton Partners LLC | 0.66% | New | 69,286 | $910K |
| Trexquant Investment LP | 0.01% | New | 66,040 | $868K |
| Commonwealth Equity Services, LLC | 0.00% | Add +85.9% | 63,869 | $839K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +98.8% | 57,548 | $756K |
| Captrust Financial Advisors | 0.00% | New | 54,482 | $716K |
| Cwm, LLC | 0.00% | Add +110.6% | 53,640 | $705K |
| HighPoint Advisor Group LLC | 0.01% | Add +88.4% | 50,858 | $668K |
| Susquehanna International Group, LLP | 0.00% | New | 49,583 | $652K |
| XTX Topco Ltd | 0.02% | New | 48,488 | $637K |
| Harbour Investments, Inc. | 0.01% | Add +82.8% | 45,874 | $603K |
| SageView Advisory Group, LLC | 0.02% | Add +15.8% | 39,287 | $516K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +66.2% | 38,970 | $512K |
| Strategic Financial Partners, Ltd. | 0.22% | Add +53.9% | 38,711 | $509K |
| First Financial Bankshares Inc | 0.01% | New | 38,435 | $505K |
| BOS Asset Management, LLC | 0.13% | Add +100.2% | 36,850 | $484K |
| Marex Group Ltd | 0.01% | Add +71.3% | 36,700 | $482K |
| Virtus Investment Advisers, LLC | 0.13% | Add +21.1% | 36,531 | $480K |
| Qube Research & Technologies Ltd | 0.00% | New | 36,323 | $477K |
| Allworth Financial LP | 0.00% | Add +130.5% | 34,562 | $454K |
| Mariner, LLC | 0.00% | Add +99.5% | 34,324 | $451K |
| Acorn Financial Advisory Services Inc. | 0.06% | New | 33,480 | $440K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 32,500 | $427K |
| Jump Financial, LLC | 0.01% | New | 32,080 | $422K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.0% | 31,026 | $408K |
| Perigon Wealth Management, LLC | 0.01% | Add +84.5% | 30,205 | $397K |
| PharVision Advisers, LLC | 0.20% | New | 29,601 | $389K |
| Triumph Capital Management | 0.08% | New | 28,625 | $376K |
| Prospera Financial Services Inc | 0.01% | Add +96.6% | 27,070 | $356K |
| Quadrature Capital Ltd | 0.00% | New | 26,580 | $349K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -38.2% | 26,539 | $349K |
| Farther Finance Advisors, LLC | 0.00% | New | 26,439 | $347K |
| Brevan Howard Capital Management LP | 0.01% | Add +105.4% | 26,290 | $345K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +113.4% | 25,453 | $334K |
| Confluence Investment Management LLC | 0.01% | Add +107.4% | 25,157 | $331K |
| Raymond James Financial Inc. | 0.00% | Add +67.7% | 25,097 | $330K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 23,891 | $327K |
| VARCOV Co. | 0.13% | — | 24,743 | $325K |
| WCG Wealth Advisors LLC | 0.01% | New | 24,042 | $316K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Add +100.1% | 23,443 | $308K |
| Creative Planning | 0.00% | Add +53.1% | 23,347 | $307K |
| Independent Financial Group, LLC | 0.01% | Add +119.8% | 22,961 | $302K |
| IHT Wealth Management, LLC | 0.01% | Add +103.9% | 22,586 | $297K |
| MML Investors Services, LLC | 0.00% | Add +57.8% | 21,889 | $288K |
| Morgan Stanley | 0.00% | Add +46.8% | 21,532 | $283K |
| Simplicity Wealth,LLC | 0.02% | Add +79.7% | 21,358 | $281K |
| Quaker Wealth Management, LLC | 0.09% | Add +75.8% | 21,325 | $280K |
| Advisors Capital Management, LLC | 0.00% | New | 19,886 | $261K |
| Shepherd Financial Partners LLC | 0.02% | New | 18,858 | $248K |
| Royal Bank of Canada | 0.00% | Reduce -33.8% | 18,523 | $243K |
| Summit Financial, LLC | 0.00% | Add +39.4% | 17,596 | $238K |
| Onyx Bridge Wealth Group LLC | 0.03% | New | 17,987 | $236K |
| Aviso Wealth Management | 0.09% | New | 17,072 | $224K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.07% | New | 16,801 | $221K |
| Meridian Investment Counsel Inc. | 0.05% | New | 16,250 | $214K |
| CX Institutional | 0.01% | Add +519.2% | 16,241 | $213K |
| Childress Capital Advisors, LLC | 0.03% | New | 15,679 | $206K |
| BNP Paribas Financial Markets | 0.00% | New | 15,296 | $201K |
| TCFG Wealth Management, LLC | 0.08% | Reduce -11.8% | 14,825 | $195K |
| Advisory Alpha, LLC | 0.01% | New | 14,199 | $187K |
| Csenge Advisory Group | 0.01% | New | 13,959 | $183K |
| Ameriprise Financial Inc. | 0.00% | New | 13,622 | $179K |
| Virtu Financial LLC | 0.01% | New | 12,982 | $171K |
| PFG Investments, LLC | 0.01% | New | 12,863 | $169K |
| Brookstone Capital Management | 0.00% | New | 12,547 | $165K |
| D. E. Shaw & Co. | 0.00% | New | 12,439 | $163K |
| Bison Wealth, LLC | 0.02% | New | 12,336 | $163K |
| CoreCap Advisors, LLC | 0.01% | New | 12,335 | $162K |
| WealthPlan Investment Management, LLC | 0.01% | New | 12,137 | $159K |
| Quantbot Technologies LP | 0.01% | New | 12,088 | $159K |
| Carmel Capital Partners, LLC | 0.05% | New | 11,863 | $156K |
| Harvest Investment Services, LLC | 0.03% | New | 11,658 | $153K |
| Princeton Global Asset Management LLC | 0.02% | New | 11,506 | $151K |
| BridgePort Financial Solutions, LLC | 0.04% | New | 11,339 | $149K |
| Ignite Planners, LLC | 0.02% | New | 10,902 | $144K |
| Integrated Advisors Network LLC | 0.01% | New | 10,862 | $143K |
| Money Concepts Capital Corp. | 0.01% | New | 10,658 | $140K |
"% of holder's portfolio" is MSIF's weight in each manager's 13F, not the share of MSC Income Fund Inc. the manager owns.