MSC Income FundMSIF
13F holders, Q1 2026 (March 31)160holders +14
40new positions
26sold out
1famous investor
$12.19avg. 13F price*
At the end of Q1 2026, 160 institutions reported holding MSC Income Fund Inc. (MSIF) in their 13F filings, up 14 from Q4 2025. 40 opened new positions and 26 sold out. The largest holders were Sanders Morris Harris LLC ($22.0M), Two Sigma Investments, LP ($13.8M) and Ares Management LLC ($10.1M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $45.7M |
| Exits | 26 | $12.3M |
All 13F filers, Q4 2025 → Q1 2026: 7,389,506 shares bought and 1,871,229 shares sold, net +5,518,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Sanders Morris Harris LLC | 3.56% | New | 1,806,422 | $22.0M |
| Two Sigma Investments, LP | 0.01% | Add +232.1% | 1,134,271 | $13.8M |
| Ares Management LLC | 0.66% | Add +40.5% | 826,646 | $10.1M |
| UBS Group AG | 0.00% | Add +79814.4% | 796,747 | $9.7M |
| Van Eck Associates Corp. | 0.01% | New | 674,175 | $8.2M |
| Franklin Resources Inc. | 0.00% | Add +50.1% | 627,133 | $7.6M |
| LPL Financial LLC | 0.00% | Add +65.6% | 454,592 | $5.5M |
| North Ground Capital | 6.59% | Reduce -10.5% | 448,919 | $5.5M |
| Cetera Investment Advisers | 0.00% | Add +86.9% | 311,557 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +26.3% | 264,723 | $3.2M |
| Centaurus Financial, Inc. | 0.12% | Add +74.0% | 214,948 | $2.6M |
| Sigma Planning Corp | 0.07% | Add +55.2% | 207,539 | $2.5M |
| Alpine Global Management, LLC | 0.44% | New | 206,069 | $2.5M |
| BlackRock, Inc. | 0.00% | Reduce -46.1% | 178,434 | $2.2M |
| FJ Capital Management LLC | 0.23% | New | 171,058 | $2.1M |
| Clayton Partners LLC | 1.51% | Add +145.4% | 170,000 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +59.0% | 148,639 | $1.8M |
| Legacy Wealth Managment, LLC | 0.84% | Add +2.8% | 138,174 | $1.7M |
| Millennium Management | 0.00% | Reduce -72.1% | 126,079 | $1.5M |
| Diversify Wealth Management, LLC | 0.03% | New | 114,384 | $1.4M |
| Riverbridge Partners LLC | 0.03% | Add +7.4% | 113,574 | $1.4M |
| Barclays PLC | 0.00% | New | 110,413 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 109,672 | $1.3M |
| Rockport Wealth LLC | 0.23% | Add +46.0% | 106,073 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +37.9% | 101,976 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +57.3% | 100,435 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +5.8% | 96,445 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +201.5% | 93,540 | $1.1M |
| Marshall Wace, LLP | 0.00% | Reduce -74.8% | 89,317 | $1.1M |
| Cwm, LLC | 0.00% | Add +66.1% | 89,080 | $1.1M |
| Magnetar Financial LLC | 0.01% | New | 86,742 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +85.6% | 85,144 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +99.5% | 72,458 | $883K |
| Diversify Advisory Services, LLC | 0.13% | Reduce -24.5% | 68,999 | $865K |
| XTX Topco Ltd | 0.01% | Add +46.2% | 70,900 | $864K |
| Aviso Wealth Management | 0.35% | Add +275.6% | 64,130 | $781K |
| Neuberger Berman Group LLC | 0.00% | New | 62,888 | $766K |
| Captrust Financial Advisors | 0.00% | Add +14.6% | 62,453 | $761K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +42.4% | 55,502 | $676K |
| BOS Asset Management, LLC | 0.17% | Add +50.0% | 55,290 | $673K |
| Confluence Investment Management LLC | 0.01% | Add +118.0% | 54,855 | $668K |
| CoreCap Advisors, LLC | 0.02% | Add +319.5% | 51,747 | $630K |
| Creative Planning | 0.00% | Add +116.4% | 50,526 | $615K |
| Triumph Capital Management | 0.12% | Add +62.1% | 46,414 | $582K |
| Prospera Financial Services Inc | 0.01% | Add +76.1% | 47,675 | $581K |
| Strategic Financial Partners, Ltd. | 0.24% | Add +15.8% | 44,826 | $546K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -24.6% | 43,407 | $529K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +63.1% | 41,507 | $506K |
| Raymond James Financial Inc. | 0.00% | Add +64.8% | 41,366 | $504K |
| Morgan Stanley | 0.00% | Add +91.4% | 41,221 | $502K |
| Meridian Investment Counsel Inc. | 0.12% | Add +150.5% | 40,700 | $496K |
| Perigon Wealth Management, LLC | 0.01% | Add +34.0% | 40,460 | $493K |
| Virtus Investment Advisers, LLC | 0.13% | Add +9.3% | 39,921 | $486K |
| Mariner, LLC | 0.00% | Add +14.0% | 39,118 | $476K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 38,516 | $469K |
| First Financial Bankshares Inc | 0.01% | No change | 38,435 | $468K |
| Royal Bank of Canada | 0.00% | Add +106.0% | 38,150 | $465K |
| Envestnet Asset Management Inc. | 0.00% | New | 37,649 | $459K |
| Beacon Financial Advisory LLC | 0.10% | New | 37,325 | $455K |
| HRT Financial LP | 0.00% | New | 36,230 | $441K |
| Independent Financial Group, LLC | 0.01% | Add +57.5% | 36,159 | $440K |
| TCFG Wealth Management, LLC | 0.16% | Add +135.7% | 34,941 | $431K |
| TCFG Investment Advisors, LLC | 0.16% | — | 34,941 | $431K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Add +47.0% | 34,464 | $420K |
| Allworth Financial LP | 0.00% | Reduce -1.3% | 34,103 | $415K |
| Trexquant Investment LP | 0.00% | Reduce -48.7% | 33,864 | $412K |
| Simplicity Wealth,LLC | 0.02% | Add +55.6% | 33,233 | $405K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 32,500 | $396K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.2% | 32,436 | $395K |
| Advisory Alpha, LLC | 0.01% | Add +125.3% | 31,992 | $390K |
| Virtu Financial LLC | 0.02% | Add +143.7% | 31,635 | $385K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.2% | 30,624 | $373K |
| VARCOV Co. | 0.14% | Add +21.4% | 30,050 | $366K |
| Quaker Wealth Management, LLC | 0.11% | Add +40.0% | 29,849 | $364K |
| Shepherd Financial Partners LLC | 0.03% | Add +49.5% | 28,187 | $343K |
| W1M Asset Management Ltd | 0.00% | New | 26,506 | $323K |
| WCG Wealth Advisors LLC | 0.01% | Add +10.2% | 26,483 | $323K |
| MML Investors Services, LLC | 0.00% | Add +20.5% | 26,379 | $321K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.5% | 26,049 | $318K |
| Summit Financial, LLC | 0.00% | Add +43.2% | 25,196 | $316K |
| SageView Advisory Group, LLC | 0.01% | Reduce -38.3% | 24,229 | $297K |
| Squarepoint Ops LLC | 0.00% | New | 24,220 | $295K |
| Csenge Advisory Group | 0.01% | Add +66.1% | 23,191 | $282K |
| Harvest Investment Services, LLC | 0.04% | Add +67.9% | 19,570 | $238K |
| Cooper Financial Group | 0.02% | New | 19,392 | $236K |
| Intrua Financial, LLC | 0.02% | New | 18,382 | $224K |
| Carmel Capital Partners, LLC | 0.08% | Add +54.4% | 18,312 | $223K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 18,215 | $222K |
| Money Concepts Capital Corp. | 0.01% | Add +69.6% | 18,074 | $220K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 17,684 | $215K |
| Focus Partners Wealth | 0.00% | Add +66.0% | 17,259 | $210K |
| Princeton Global Asset Management LLC | 0.03% | Add +48.8% | 17,121 | $209K |
| Brookstone Capital Management | 0.00% | Add +35.5% | 17,007 | $207K |
| BridgePort Financial Solutions, LLC | 0.06% | Add +49.6% | 16,965 | $207K |
| Atom Investors LP | 0.01% | New | 16,707 | $203K |
| IHT Wealth Management, LLC | 0.00% | Reduce -28.2% | 16,218 | $198K |
| Global Assets Advisory, LLC | 0.06% | Add +50.9% | 15,781 | $192K |
| NewEdge Advisors, LLC | 0.00% | Add +526.8% | 15,702 | $191K |
| Childress Capital Advisors, LLC | 0.03% | No change | 15,679 | $191K |
| CX Institutional | 0.01% | Reduce -6.3% | 15,223 | $185K |
| BostonPremier Wealth LLC | 0.09% | New | 14,856 | $181K |
| PFG Investments, LLC | 0.01% | Add +15.4% | 14,846 | $181K |
| Pure Financial Advisors, LLC | 0.00% | New | 14,240 | $173K |
| WealthCare Investment Partners, LLC | 0.05% | New | 13,172 | $173K |
| Foundations Investment Advisors, LLC | 0.00% | Add +40.2% | 14,152 | $172K |
| True Freedom Investing, LLC | 0.01% | New | 14,073 | $171K |
| Lido Advisors, LLC | 0.00% | New | 12,999 | $163K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -44.4% | 13,289 | $162K |
| T. Rowe Price Associates Inc. | 0.00% | New | 13,165 | $161K |
| Perennial Investment Advisors, LLC | 0.01% | New | 12,928 | $157K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 12,872 | $157K |
| Aptus Capital Advisors, LLC | 0.00% | New | 12,872 | $157K |
| Demars Financial Group, LLC | 0.05% | New | 12,572 | $153K |
| Bison Wealth, LLC | 0.01% | Add +0.5% | 12,399 | $151K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.8% | 12,420 | $151K |
| Richmond Investment Services, LLC | 0.02% | New | 12,192 | $148K |
| Soltis Investment Advisors LLC | 0.01% | New | 11,729 | $143K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -3.8% | 11,677 | $142K |
| Freestone Capital Holdings, LLC | 0.00% | New | 11,547 | $141K |
| Independent Wealth Network Inc. | 0.04% | New | 11,458 | $140K |
| IFP Advisors, Inc | 0.00% | Add +70.3% | 10,777 | $131K |
| EP Wealth Advisors, LLC | 0.00% | New | 10,620 | $129K |
| Ascentis Wealth Management, LLC | 0.03% | New | 10,321 | $126K |
| Westside Investment Management, Inc. | 0.02% | New | 9,500 | $116K |
| Private Trust Co. NA | 0.01% | Add +45.3% | 9,104 | $111K |
| United Financial Planning Group LLC | 0.06% | New | 8,363 | $102K |
| Aquatic Capital Management LLC | 0.00% | Add +100.4% | 7,807 | $95K |
| Tsfg, LLC | 0.01% | Add +122.9% | 7,343 | $89K |
| Golden State Wealth Management, LLC | 0.01% | Add +70.0% | 7,161 | $87K |
| Sound Income Strategies, LLC | 0.00% | Add +59.8% | 6,282 | $77K |
| Raleigh Capital Management Inc. | 0.02% | Add +51.1% | 5,685 | $69K |
| Chilton Capital Management LLC | 0.00% | Add +50.1% | 4,432 | $54K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 4,170 | $51K |
| MAI Capital Management | 0.00% | Add +22.0% | 3,265 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Reduce -44.3% | 3,250 | $40K |
| PlanVest Financial, Inc | 0.03% | — | 2,955 | $36K |
| Larson Financial Group LLC | 0.00% | Add +70.9% | 2,893 | $35K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +50.1% | 2,500 | $30K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +84.6% | 2,485 | $30K |
| JPMorgan Chase & Co. | 0.00% | Add +20.8% | 2,404 | $29K |
| Essential Investment Partners LLC | 0.02% | Add +50.1% | 2,183 | $27K |
| Wolff Wiese Magana LLC | 0.01% | Add +50.1% | 2,076 | $25K |
| NFSG Corp | 0.00% | Add +50.1% | 2,072 | $25K |
| International Assets Investment Management, LLC | 0.00% | Add +49.3% | 1,824 | $22K |
| Ameriflex Group, Inc. | 0.01% | Add +49.1% | 1,818 | $22K |
| Quantbot Technologies LP | 0.00% | Reduce -85.3% | 1,783 | $22K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +100.0% | 1,296 | $16K |
| Silicon Valley Capital Partners | 0.00% | Add +1.6% | 1,176 | $14K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +50.1% | 1,075 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +305.7% | 1,071 | $13K |
| Capital Analysts, LLC | 0.00% | Add +100.0% | 1,092 | $13K |
| Wells Fargo & Company | 0.00% | Reduce -53.2% | 861 | $10K |
| Lanark Financial, Inc. | 0.00% | Reduce -49.9% | 834 | $10K |
| HFM Investment Advisors, LLC | 0.00% | Add +50.4% | 621 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 538 | $7K |
| Valley National Advisers Inc. | 0.00% | Add +50.2% | 452 | $5K |
| Kozak & Associates, Inc. | 0.00% | Add +50.5% | 280 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 185 | $2K |
| IFS Advisors, LLC | 0.00% | No change | 100 | $1K |
| Archer Investment Corp | 0.00% | Add +3.9% | 27 | $329 |
"% of holder's portfolio" is MSIF's weight in each manager's 13F, not the share of MSC Income Fund Inc. the manager owns.