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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SANDERS MORRIS HARRIS LLC added | 1,806,422 | $22M | 13.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,134,271 | $14M | 8.4% | 2026-Q1 |
| ARES MANAGEMENT LLC added | 826,646 | $10M | 6.1% | 2026-Q1 |
| UBS Group AG added | 796,747 | $10M | 5.9% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP new | 674,175 | $8M | 5.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 627,133 | $8M | 4.6% | 2026-Q1 |
| LPL Financial LLC added | 454,592 | $6M | 3.3% | 2026-Q1 |
| North Ground Capital trimmed | 448,919 | $5M | 3.3% | 2026-Q1 |
| Cetera Investment Advisers added | 311,557 | $4M | 2.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 264,723 | $3M | 1.9% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 214,948 | $3M | 1.6% | 2026-Q1 |
| Sigma Planning Corp added | 207,539 | $3M | 1.5% | 2026-Q1 |
| Alpine Global Management, LLC trimmed | 206,069 | $3M | 1.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 178,434 | $2M | 1.3% | 2026-Q1 |
| FJ Capital Management LLC new | 171,058 | $2M | 1.3% | 2026-Q1 |
| Clayton Partners LLC added | 170,000 | $2M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 148,639 | $2M | 1.1% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID added | 138,174 | $2M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 126,079 | $2M | 0.9% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 114,384 | $1M | 0.9% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC added | 113,574 | $1M | 0.8% | 2026-Q1 |
| BARCLAYS PLC new | 110,413 | $1M | 0.8% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 109,672 | $1M | 0.8% | 2026-Q1 |
| Rockport Wealth LLC added | 106,073 | $1M | 0.8% | 2026-Q1 |
| Merit Financial Group, LLC added | 101,976 | $1M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 100,435 | $1M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors added | 96,445 | $1M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 93,540 | $1M | 0.7% | 2026-Q1 |
| CWM, LLC added | 89,080 | $1M | 0.7% | 2026-Q1 |
| Magnetar Financial LLC new | 86,742 | $1M | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 85,144 | $1M | 0.6% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 83,320 | $1M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 72,458 | $883K | 0.5% | 2026-Q1 |
| Diversify Advisory Services, LLC trimmed | 68,999 | $865K | 0.5% | 2026-Q1 |
| XTX Topco Ltd added | 70,900 | $864K | 0.5% | 2026-Q1 |
| AVISO WEALTH MANAGEMENT added | 64,130 | $781K | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC new | 62,888 | $766K | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 62,453 | $761K | 0.5% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 55,502 | $676K | 0.4% | 2026-Q1 |
| BOS Asset Management, LLC added | 55,290 | $673K | 0.4% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 54,855 | $668K | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC added | 51,747 | $630K | 0.4% | 2026-Q1 |
| Creative Planning added | 50,526 | $615K | 0.4% | 2026-Q1 |
| Triumph Capital Management added | 46,414 | $582K | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc added | 47,675 | $581K | 0.4% | 2026-Q1 |
| Strategic Financial Partners, Ltd. added | 44,826 | $546K | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 43,407 | $529K | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 41,507 | $506K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 41,366 | $504K | 0.3% | 2026-Q1 |
| MORGAN STANLEY added | 41,221 | $502K | 0.3% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. added | 40,700 | $496K | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 40,460 | $493K | 0.3% | 2026-Q1 |
| Virtus Investment Advisers, LLC added | 39,921 | $486K | 0.3% | 2026-Q1 |
| Mariner, LLC added | 39,118 | $476K | 0.3% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd new | 38,516 | $469K | 0.3% | 2026-Q1 |
| First Financial Bankshares Inc | 38,435 | $468K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 38,150 | $465K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 37,649 | $459K | 0.3% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 37,325 | $455K | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP new | 36,230 | $441K | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 36,159 | $440K | 0.3% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 34,941 | $431K | 0.3% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 34,941 | $431K | 0.3% | 2026-Q1 |
| Garrett Wealth Advisory Group, LLC added | 34,464 | $420K | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 34,103 | $415K | 0.3% | 2026-Q1 |
| Trexquant Investment LP trimmed | 33,864 | $412K | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 33,233 | $405K | 0.2% | 2026-Q1 |
| Joel Isaacson & Co., LLC | 32,500 | $396K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 32,436 | $395K | 0.2% | 2026-Q1 |
| Advisory Alpha, LLC added | 31,992 | $390K | 0.2% | 2026-Q1 |
| Virtu Financial LLC added | 31,635 | $385K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 30,624 | $373K | 0.2% | 2026-Q1 |
| VARCOV Co. added | 30,050 | $366K | 0.2% | 2026-Q1 |
| Quaker Wealth Management, LLC added | 29,849 | $364K | 0.2% | 2026-Q1 |
| Shepherd Financial Partners LLC added | 28,187 | $343K | 0.2% | 2026-Q1 |
| London & Capital Asset Management Ltd new | 26,506 | $323K | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 26,483 | $323K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 26,379 | $321K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 26,049 | $318K | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 25,196 | $316K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC new | 24,220 | $295K | 0.2% | 2026-Q1 |
| Csenge Advisory Group added | 23,191 | $282K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 272,794 | $4M | 2.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP new | 184,400 | $2M | 1.5% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 167,387 | $2M | 1.3% | 2025-Q4 stale |
| CITADEL ADVISORS LLC new | 148,592 | $2M | 1.2% | 2025-Q4 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS new | 64,391 | $1M | 0.6% | 2025-Q1 stale |
| HighPoint Advisor Group LLC added | 50,858 | $668K | 0.4% | 2025-Q4 stale |
| SageView Advisory Group, LLC added | 39,287 | $516K | 0.3% | 2025-Q4 stale |
| Marex Group plc added | 36,700 | $482K | 0.3% | 2025-Q4 stale |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV new | 33,480 | $440K | 0.3% | 2025-Q4 stale |
| Jump Financial, LLC new | 32,080 | $422K | 0.3% | 2025-Q4 stale |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 32,065 | $421K | 0.3% | 2025-Q3 stale |
| Almitas Capital LLC new | 30,146 | $396K | 0.2% | 2025-Q3 stale |
| PharVision Advisers, LLC new | 29,601 | $389K | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 26,580 | $349K | 0.2% | 2025-Q4 stale |
| Brevan Howard Capital Management LP added | 26,290 | $345K | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 18,000 | $296K | 0.2% | 2025-Q2 stale |
| Zuckerman Investment Group, LLC new | 20,000 | $263K | 0.2% | 2025-Q3 stale |
| Advisors Capital Management, LLC new | 19,886 | $261K | 0.2% | 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.
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.