MSC Income FundMSIF
13F holders, Q2 2026 (June 30)167holders +7
29new positions
21sold out
2famous investors
$11.57avg. 13F price*
At the end of Q2 2026, 167 institutions reported holding MSC Income Fund Inc. (MSIF) in their 13F filings, up 7 from Q1 2026. 29 opened new positions and 21 sold out. The largest holders were Sanders Morris Harris LLC ($26.2M), Ares Management LLC ($14.7M) and UBS Group AG ($11.6M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- MSC Income Fund Inc.
- CUSIP
- 55374X208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $9.4M |
| Exits | 21 | $3.5M |
All 13F filers, Q1 2026 → Q2 2026: 3,395,576 shares bought and 1,238,265 shares sold, net +2,157,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| Sanders Morris Harris LLC | 15.19% | Add +25.3% | 2,263,426 | $26.2M |
| Ares Management LLC | 0.67% | Add +53.4% | 1,267,910 | $14.7M |
| UBS Group AG | 0.00% | Add +26.3% | 1,006,541 | $11.6M |
| Van Eck Associates Corp. | 0.01% | Add +35.8% | 915,670 | $10.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -30.9% | 783,888 | $9.1M |
| Franklin Resources Inc. | 0.00% | Add +24.3% | 779,528 | $9.0M |
| North Ground Capital | 7.46% | Add +19.8% | 537,600 | $6.2M |
| LPL Financial LLC | 0.00% | Reduce -2.2% | 444,595 | $5.1M |
| Marshall Wace, LLP | 0.00% | Add +256.9% | 318,804 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.7% | 274,435 | $3.2M |
| Cetera Investment Advisers | 0.00% | Reduce -16.9% | 258,741 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +208.1% | 223,256 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +42.6% | 211,898 | $2.5M |
| Centaurus Financial, Inc. | 0.09% | Reduce -2.2% | 210,296 | $2.4M |
| FJ Capital Management LLC | 0.31% | Add +20.6% | 206,254 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 202,156 | $2.3M |
| Clayton Partners LLC | 1.52% | Add +17.6% | 200,000 | $2.3M |
| Sigma Planning Corp | 0.05% | Reduce -12.0% | 182,577 | $2.1M |
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 174,876 | $2.0M |
| Alpine Global Management, LLC | 0.29% | Reduce -26.0% | 152,492 | $1.8M |
| Barclays PLC | 0.00% | Add +29.4% | 142,933 | $1.7M |
| Morgan Stanley | 0.00% | Add +226.5% | 134,600 | $1.6M |
| Intrinsic Edge Capital Management LLC | 0.19% | New | 130,000 | $1.5M |
| Riverbridge Partners LLC | 0.04% | Add +1.2% | 114,945 | $1.3M |
| Aviso Wealth Management | 0.45% | Add +78.2% | 114,250 | $1.3M |
| Atom Investors LP | 0.12% | Add +574.1% | 112,619 | $1.3M |
| Arax Advisory Partners | 0.01% | New | 106,794 | $1.2M |
| Diversify Advisory Services, LLC | 0.02% | Add +53.9% | 106,159 | $1.2M |
| Diversify Wealth Management, LLC | 0.02% | Reduce -7.2% | 106,159 | $1.2M |
| Rockport Wealth LLC | 0.19% | Reduce -8.4% | 97,151 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.8% | 95,647 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -11.0% | 90,722 | $1.0M |
| Garrett Wealth Advisory Group, LLC | 0.16% | Add +161.3% | 90,038 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -3.9% | 89,913 | $1.0M |
| Harbour Investments, Inc. | 0.01% | Reduce -3.8% | 81,941 | $948K |
| Magnetar Financial LLC | 0.01% | Reduce -6.3% | 81,253 | $940K |
| XTX Topco Ltd | 0.01% | Add +9.8% | 77,877 | $901K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.1% | 75,281 | $871K |
| Legacy Wealth Managment, LLC | 0.34% | Reduce -47.9% | 71,950 | $832K |
| Millennium Management | 0.00% | Reduce -45.6% | 68,599 | $794K |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.6% | 57,511 | $665K |
| Captrust Financial Advisors | 0.00% | Reduce -8.6% | 57,101 | $661K |
| RFG Advisory, LLC | 0.01% | New | 56,664 | $656K |
| BOS Asset Management, LLC | 0.15% | No change | 55,290 | $640K |
| Confluence Investment Management LLC | 0.01% | Reduce -0.8% | 54,422 | $630K |
| Royal Bank of Canada | 0.00% | Add +41.1% | 53,836 | $623K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +19.0% | 49,405 | $572K |
| Meridian Investment Counsel Inc. | 0.12% | Add +17.8% | 47,950 | $555K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 47,824 | $553K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -16.4% | 46,402 | $537K |
| Joel Isaacson & Co., LLC | 0.02% | Add +42.1% | 46,174 | $534K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.1% | 42,946 | $497K |
| Beacon Financial Advisory LLC | 0.10% | Add +12.3% | 41,917 | $485K |
| Brevan Howard Capital Management LP | 0.01% | New | 41,700 | $482K |
| Triumph Capital Management | 0.09% | Reduce -12.2% | 40,773 | $472K |
| CoreCap Advisors, LLC | 0.01% | Reduce -22.0% | 40,381 | $467K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 39,937 | $462K |
| First Financial Bankshares Inc | 0.01% | No change | 38,435 | $445K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.9% | 36,460 | $422K |
| Creative Planning | 0.00% | Reduce -31.8% | 34,450 | $399K |
| Simplicity Wealth,LLC | 0.01% | Add +2.5% | 34,048 | $394K |
| VARCOV Co. | 0.15% | Add +12.3% | 33,753 | $391K |
| Virtus Investment Advisers, LLC | 0.09% | Reduce -16.8% | 33,217 | $384K |
| Advisory Alpha, LLC | 0.01% | No change | 31,992 | $370K |
| WCG Wealth Advisors LLC | 0.01% | Add +20.1% | 31,801 | $368K |
| MML Investors Services, LLC | 0.00% | Add +20.0% | 31,648 | $366K |
| TCFG Investment Advisors, LLC | 0.12% | Reduce -10.5% | 31,281 | $363K |
| HRT Financial LP | 0.00% | Reduce -13.4% | 31,357 | $362K |
| Quaker Wealth Management, LLC | 0.10% | No change | 29,849 | $345K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -26.0% | 28,496 | $330K |
| Strategic Financial Partners, Ltd. | 0.12% | Reduce -36.8% | 28,320 | $328K |
| Shepherd Financial Partners LLC | 0.03% | No change | 28,187 | $326K |
| Mariner, LLC | 0.00% | Reduce -28.0% | 28,182 | $326K |
| Allworth Financial LP | 0.00% | Reduce -19.6% | 27,403 | $317K |
| Independent Financial Group, LLC | 0.01% | Reduce -26.2% | 26,699 | $309K |
| Eagle Global Advisors LLC | 0.01% | New | 26,345 | $305K |
| Summit Financial, LLC | 0.00% | No change | 25,196 | $292K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -23.0% | 24,973 | $289K |
| Intrua Financial, LLC | 0.03% | Add +30.8% | 24,047 | $278K |
| Fisher Asset Management | 0.00% | New | 23,632 | $273K |
| Independent Solutions Wealth Management, LLC | 0.03% | New | 20,939 | $242K |
| Global Assets Advisory, LLC | 0.05% | Add +29.5% | 20,437 | $242K |
| Harvest Investment Services, LLC | 0.04% | No change | 19,570 | $226K |
| Mackenzie Financial Corp. | 0.00% | New | 18,424 | $213K |
| Tsfg, LLC | 0.03% | Add +149.4% | 18,315 | $212K |
| Jane Street Group, LLC | 0.00% | New | 17,468 | $202K |
| Princeton Global Asset Management LLC | 0.03% | No change | 17,121 | $198K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.9% | 16,866 | $195K |
| Savvy Advisors, Inc. | 0.00% | New | 16,479 | $191K |
| IHT Wealth Management, LLC | 0.00% | Reduce -0.2% | 16,185 | $187K |
| SageView Advisory Group, LLC | 0.01% | Reduce -34.4% | 15,885 | $187K |
| Brookstone Capital Management | 0.00% | Reduce -6.6% | 15,888 | $184K |
| Childress Capital Advisors, LLC | 0.03% | No change | 15,679 | $181K |
| Focus Partners Wealth | 0.00% | Reduce -10.7% | 15,412 | $178K |
| Tactive Advisors, LLC | 0.04% | New | 15,240 | $176K |
| BostonPremier Wealth LLC | 0.07% | Add +1.2% | 15,033 | $174K |
| PFG Investments, LLC | 0.01% | No change | 14,846 | $172K |
| Pinkerton Wealth, LLC | 0.01% | New | 14,073 | $171K |
| True Freedom Investing, LLC | 0.01% | No change | 14,073 | $171K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 14,746 | $171K |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.6% | 14,689 | $170K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -66.3% | 14,626 | $169K |
| Carmel Capital Partners, LLC | 0.06% | Reduce -21.1% | 14,452 | $167K |
| BridgePort Financial Solutions, LLC | 0.04% | Reduce -15.7% | 14,302 | $165K |
| Pure Financial Advisors, LLC | 0.00% | No change | 14,240 | $165K |
| Money Concepts Capital Corp. | 0.01% | Reduce -23.8% | 13,772 | $159K |
| Perennial Investment Advisors, LLC | 0.01% | Add +2.8% | 13,286 | $154K |
| Bank of America Corp. | 0.00% | New | 13,151 | $152K |
| Lido Advisors, LLC | 0.00% | No change | 12,999 | $150K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -2.5% | 12,960 | $150K |
| Bison Wealth, LLC | 0.01% | No change | 12,399 | $144K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 12,034 | $139K |
| WealthCare Investment Partners, LLC | 0.03% | Reduce -9.9% | 11,869 | $137K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -8.3% | 11,797 | $136K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -8.3% | 11,797 | $136K |
| Savant Capital, LLC | 0.00% | New | 11,427 | $136K |
| Kovack Advisors, Inc. | 0.01% | New | 11,432 | $134K |
| Freestone Capital Holdings, LLC | 0.00% | No change | 11,547 | $134K |
| Two Sigma Securities, LLC | 0.01% | New | 11,408 | $132K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,362 | $131K |
| Independent Wealth Network Inc. | 0.03% | Reduce -1.5% | 11,286 | $131K |
| MQS Management LLC | 0.16% | New | 11,080 | $128K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -23.2% | 10,870 | $126K |
| Entropy Technologies, LP | 0.01% | New | 10,771 | $125K |
| EP Wealth Advisors, LLC | 0.00% | No change | 10,620 | $123K |
| CX Institutional | 0.00% | Reduce -32.2% | 10,327 | $119K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $116K |
| JPMorgan Chase & Co. | 0.00% | Add +274.5% | 9,002 | $106K |
| United Financial Planning Group LLC | 0.05% | No change | 8,363 | $97K |
| NewEdge Advisors, LLC | 0.00% | Reduce -49.8% | 7,887 | $91K |
| Westside Investment Management, Inc. | 0.01% | Reduce -36.8% | 6,000 | $69K |
| Silver Oak Securities, Incorporated | 0.00% | New | 5,976 | $69K |
| Raleigh Capital Management Inc. | 0.02% | Add +2.8% | 5,843 | $68K |
| Chilton Capital Management LLC | 0.00% | No change | 4,432 | $51K |
| Global Retirement Partners, LLC | 0.00% | — | 4,349 | $50K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 3,643 | $42K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -49.2% | 3,638 | $42K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 3,250 | $38K |
| IFG Advisory, LLC | 0.00% | New | 3,139 | $36K |
| PlanVest Financial, Inc | 0.02% | No change | 2,955 | $34K |
| Larson Financial Group LLC | 0.00% | No change | 2,893 | $33K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -36.4% | 2,654 | $31K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 2,589 | $30K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 2,500 | $29K |
| Financial Gravity Companies, Inc. | 0.00% | — | 2,485 | $29K |
| Essential Investment Partners LLC | 0.02% | No change | 2,183 | $25K |
| IFP Advisors, Inc | 0.00% | Reduce -80.6% | 2,088 | $24K |
| Wolff Wiese Magana LLC | 0.01% | No change | 2,076 | $24K |
| NFSG Corp | 0.00% | No change | 2,072 | $24K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,824 | $21K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 1,428 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,296 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -95.2% | 1,260 | $15K |
| Silicon Valley Capital Partners | 0.00% | Add +2.8% | 1,209 | $14K |
| Wells Fargo & Company | 0.00% | Add +39.5% | 1,201 | $14K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,075 | $12K |
| Trust Co | 0.00% | New | 856 | $10K |
| Lanark Financial, Inc. | 0.00% | No change | 834 | $10K |
| HFM Investment Advisors, LLC | 0.00% | No change | 621 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +225.9% | 603 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 538 | $6K |
| Kozak & Associates, Inc. | 0.00% | No change | 280 | $3K |
| IFS Advisors, LLC | 0.00% | No change | 100 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.4% | 81 | $937 |
| Archer Investment Corp | 0.00% | Add +3.7% | 28 | $321 |
| Allied Private Wealth LLC | 0.00% | — | 20 | $229 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 5 | $58 |
"% of holder's portfolio" is MSIF's weight in each manager's 13F, not the share of MSC Income Fund Inc. the manager owns.