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Institutional Ownership · SEC Form 13F

Who owns MSC Income Fund, Inc. (MSIF)


Which tracked institutional funds hold MSIF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MSIF company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

158
Institutional holders
13M
Shares held (tracked funds)
27.7%
Of shares outstanding

How the tape is positioned

30 tracked funds added or opened MSIF while 14 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

MSIF’s largest tracked holder by dollar value, SANDERS MORRIS HARRIS LLC, sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MSIF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 158 tracked filers holding MSIF, 133 increased or opened the position and 51 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in MSIF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • SANDERS MORRIS HARRIS LLC$22M
  • VAN ECK ASSOCIATES CORP$8M
  • FJ Capital Management LLC$2M
  • DIVERSIFY WEALTH MANAGEMENT, LLC$1M
  • BARCLAYS PLC$1M
  • Magnetar Financial LLC$1M

Full exits 6

  • JANE STREET GROUP, LLC$4M
  • TWO SIGMA ADVISERS, LP$2M
  • J.W. COLE ADVISORS, INC.$2M
  • CITADEL ADVISORS LLC$2M
  • HighPoint Advisor Group LLC$668K
  • SageView Advisory Group, LLC$516K

Largest adds

  • UBS Group AG$10M
  • TWO SIGMA INVESTMENTS, LP$9M
  • ARES MANAGEMENT LLC$2M
  • FRANKLIN RESOURCES INC$2M
  • LPL Financial LLC$2M
  • Cetera Investment Advisers$2M

Largest trims

  • MILLENNIUM MANAGEMENT LLC$4M
  • MARSHALL WACE, LLP$4M
  • BlackRock, Inc.$2M
  • North Ground Capital$1M
  • Alpine Global Management, LLC$750K
  • Trexquant Investment LP$455K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
SANDERS MORRIS HARRIS LLC added1,806,422$22M13.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,134,271$14M8.4%2026-Q1
ARES MANAGEMENT LLC added826,646$10M6.1%2026-Q1
UBS Group AG added796,747$10M5.9%2026-Q1
VAN ECK ASSOCIATES CORP new674,175$8M5.0%2026-Q1
FRANKLIN RESOURCES INC added627,133$8M4.6%2026-Q1
LPL Financial LLC added454,592$6M3.3%2026-Q1
North Ground Capital trimmed448,919$5M3.3%2026-Q1
Cetera Investment Advisers added311,557$4M2.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added264,723$3M1.9%2026-Q1
CENTAURUS FINANCIAL, INC. added214,948$3M1.6%2026-Q1
Sigma Planning Corp added207,539$3M1.5%2026-Q1
Alpine Global Management, LLC trimmed206,069$3M1.5%2026-Q1
BlackRock, Inc. trimmed178,434$2M1.3%2026-Q1
FJ Capital Management LLC new171,058$2M1.3%2026-Q1
Clayton Partners LLC added170,000$2M1.3%2026-Q1
OSAIC HOLDINGS, INC. added148,639$2M1.1%2026-Q1
Legacy Wealth Managment, LLC/ID added138,174$2M1.0%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed126,079$2M0.9%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new114,384$1M0.9%2026-Q1
RIVERBRIDGE PARTNERS LLC added113,574$1M0.8%2026-Q1
BARCLAYS PLC new110,413$1M0.8%2026-Q1
U.S. Capital Wealth Advisors, LLC trimmed109,672$1M0.8%2026-Q1
Rockport Wealth LLC added106,073$1M0.8%2026-Q1
Merit Financial Group, LLC added101,976$1M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added100,435$1M0.7%2026-Q1
Arkadios Wealth Advisors added96,445$1M0.7%2026-Q1
Private Advisor Group, LLC added93,540$1M0.7%2026-Q1
CWM, LLC added89,080$1M0.7%2026-Q1
Magnetar Financial LLC new86,742$1M0.6%2026-Q1
HARBOUR INVESTMENTS, INC. added85,144$1M0.6%2026-Q1
MARSHALL WACE, LLP trimmed83,320$1M0.6%2026-Q1
Qube Research & Technologies Ltd added72,458$883K0.5%2026-Q1
Diversify Advisory Services, LLC trimmed68,999$865K0.5%2026-Q1
XTX Topco Ltd added70,900$864K0.5%2026-Q1
AVISO WEALTH MANAGEMENT added64,130$781K0.5%2026-Q1
NEUBERGER BERMAN GROUP LLC new62,888$766K0.5%2026-Q1
CAPTRUST FINANCIAL ADVISORS added62,453$761K0.5%2026-Q1
Wealthcare Advisory Partners LLC added55,502$676K0.4%2026-Q1
BOS Asset Management, LLC added55,290$673K0.4%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC added54,855$668K0.4%2026-Q1
CoreCap Advisors, LLC added51,747$630K0.4%2026-Q1
Creative Planning added50,526$615K0.4%2026-Q1
Triumph Capital Management added46,414$582K0.4%2026-Q1
Prospera Financial Services Inc added47,675$581K0.4%2026-Q1
Strategic Financial Partners, Ltd. added44,826$546K0.3%2026-Q1
Prime Capital Investment Advisors, LLC trimmed43,407$529K0.3%2026-Q1
Stratos Wealth Partners, LTD. added41,507$506K0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added41,366$504K0.3%2026-Q1
MORGAN STANLEY added41,221$502K0.3%2026-Q1
MERIDIAN INVESTMENT COUNSEL INC. added40,700$496K0.3%2026-Q1
Perigon Wealth Management, LLC added40,460$493K0.3%2026-Q1
Virtus Investment Advisers, LLC added39,921$486K0.3%2026-Q1
Mariner, LLC added39,118$476K0.3%2026-Q1
Y-Intercept (Hong Kong) Ltd new38,516$469K0.3%2026-Q1
First Financial Bankshares Inc38,435$468K0.3%2026-Q1
ROYAL BANK OF CANADA added38,150$465K0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added37,649$459K0.3%2026-Q1
Beacon Financial Advisory LLC added37,325$455K0.3%2026-Q1
HRT FINANCIAL LP new36,230$441K0.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added36,159$440K0.3%2026-Q1
TCFG WEALTH MANAGEMENT, LLC added34,941$431K0.3%2026-Q1
TCFG Investment Advisors, LLC new34,941$431K0.3%2026-Q1
Garrett Wealth Advisory Group, LLC added34,464$420K0.3%2026-Q1
Allworth Financial LP trimmed34,103$415K0.3%2026-Q1
Trexquant Investment LP trimmed33,864$412K0.2%2026-Q1
Simplicity Wealth,LLC added33,233$405K0.2%2026-Q1
Joel Isaacson & Co., LLC32,500$396K0.2%2026-Q1
Kestra Advisory Services, LLC added32,436$395K0.2%2026-Q1
Advisory Alpha, LLC added31,992$390K0.2%2026-Q1
Virtu Financial LLC added31,635$385K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed30,624$373K0.2%2026-Q1
VARCOV Co. added30,050$366K0.2%2026-Q1
Quaker Wealth Management, LLC added29,849$364K0.2%2026-Q1
Shepherd Financial Partners LLC added28,187$343K0.2%2026-Q1
London & Capital Asset Management Ltd new26,506$323K0.2%2026-Q1
WCG Wealth Advisors LLC added26,483$323K0.2%2026-Q1
MML INVESTORS SERVICES, LLC added26,379$321K0.2%2026-Q1
Farther Finance Advisors, LLC trimmed26,049$318K0.2%2026-Q1
Summit Financial, LLC added25,196$316K0.2%2026-Q1
Squarepoint Ops LLC new24,220$295K0.2%2026-Q1
Csenge Advisory Group added23,191$282K0.2%2026-Q1
JANE STREET GROUP, LLC added272,794$4M2.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP new184,400$2M1.5%2025-Q4 stale
J.W. COLE ADVISORS, INC. added167,387$2M1.3%2025-Q4 stale
CITADEL ADVISORS LLC new148,592$2M1.2%2025-Q4 stale
TEACHER RETIREMENT SYSTEM OF TEXAS new64,391$1M0.6%2025-Q1 stale
HighPoint Advisor Group LLC added50,858$668K0.4%2025-Q4 stale
SageView Advisory Group, LLC added39,287$516K0.3%2025-Q4 stale
Marex Group plc added36,700$482K0.3%2025-Q4 stale
ACORN FINANCIAL ADVISORY SERVICES INC /ADV new33,480$440K0.3%2025-Q4 stale
Jump Financial, LLC new32,080$422K0.3%2025-Q4 stale
FLPUTNAM INVESTMENT MANAGEMENT CO new32,065$421K0.3%2025-Q3 stale
Almitas Capital LLC new30,146$396K0.2%2025-Q3 stale
PharVision Advisers, LLC new29,601$389K0.2%2025-Q4 stale
Quadrature Capital Ltd new26,580$349K0.2%2025-Q4 stale
Brevan Howard Capital Management LP added26,290$345K0.2%2025-Q4 stale
GOLDMAN SACHS GROUP INC added18,000$296K0.2%2025-Q2 stale
Zuckerman Investment Group, LLC new20,000$263K0.2%2025-Q3 stale
Advisors Capital Management, LLC new19,886$261K0.2%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership