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Morgan Stanley Direct Lending Fund

MSDL
Exchange
NYSE
SEC CIK
0001782524

No open-market purchases or sales by Morgan Stanley Direct Lending Fund insiders were filed in the last 90 days; 140 institutions reported holding it in 13F filings for Q2 2026, worth $585.0M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Morgan Stanley Direct Lending Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
140
+3 vs. Q1 2026
Shares held
38.6M
+2.83M (+7.9%) vs. Q1 2026
Total value
$585.0M
+$86.0M (+17.2%) vs. Q1 2026
New holders
24
49 more added
Sold out
21
42 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MSDL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 140 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 20 institutionsQ2 2024: 18 institutionsQ3 2024: 52 institutionsQ4 2024: 82 institutionsQ1 2025: 97 institutionsQ2 2025: 110 institutionsQ3 2025: 118 institutionsQ4 2025: 134 institutionsQ1 2026: 139 institutionsQ2 2026: 140 institutions
Value heldQ2 2026: $585.0M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $302.5MQ2 2024: $308.3MQ3 2024: $334.3MQ4 2024: $430.7MQ1 2025: $513.5MQ2 2025: $525.2MQ3 2025: $505.3MQ4 2025: $598.4MQ1 2026: $499.2MQ2 2026: $585.0M
Institutions holding MSDL and their total value by quarter
QuarterHoldersValue
Q2 2026140$585.0M
Q1 2026139$499.2M
Q4 2025134$598.4M
Q3 2025118$505.3M
Q2 2025110$525.2M
Q1 202597$513.5M
Q4 202482$430.7M
Q3 202452$334.3M
Q2 202418$308.3M
Q1 202420$302.5M
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Morgan Stanley Direct Lending Fund; share changes are against Q1 2026.

Institutions holding MSDL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley15,723,274$237.7M0.01%−151,088−1.0%Reduced
UBS Group AG2,581,090$39.0M0.01%+984,494+61.7%Added
Van Eck Associates Corp2,014,119$30.5M0.02%+580,142+40.5%Added
Generali Asset Management SPA SGR1,829,964$27.7M0.50%00.0%Unchanged
Lunate Capital Ltd1,103,814$16.7M8.51%+1,103,814New
Russell Investments Group, Ltd.1,061,802$16.1M0.01%+339,853+47.1%Added
Two Sigma Investments, LP893,188$13.5M0.01%+3,839+0.4%Added
Muzinich & Co., Inc.838,899$12.7M4.33%+71,097+9.3%Added
Ares Management LLC775,128$11.7M0.51%+363,128+88.1%Added
Ensign Peak Advisors, Inc748,000$11.3M0.02%+748,000New
Altshuler Shaham Ltd650,437$9.83M0.12%00.0%Unchanged
American Financial Group Inc631,500$9.55M3.37%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.616,116$9.32M0.01%+58,003+10.4%Added
Brown Brothers Harriman & Co539,662$8.16M0.04%+539,662New
Wells Fargo & Company515,964$7.80M0.00%−26,832−4.9%Reduced
DG Capital Management, LLC475,537$7.19M2.49%−100,000−17.4%Reduced
Franklin Resources Inc456,469$6.90M0.00%+269,658+144.3%Added
Caz Investments LP399,455$6.04M1.99%+399,455New
TT Capital Management LLC343,317$5.19M4.04%+10,850+3.3%Added
Hennion & Walsh Asset Management, Inc.315,801$4.77M0.14%+28,418+9.9%Added
Trexquant Investment LP296,078$4.48M0.03%−113,248−27.7%Reduced
Americana Partners, LLC262,611$3.97M0.09%+5,427+2.1%Added
Fosun International Ltd240,374$3.63M0.81%00.0%Unchanged
HighTower Advisors, LLC238,437$3.61M0.00%−26,847−10.1%Reduced
Liberty Mutual Group Asset Management Inc.204,770$3.10M0.27%00.0%Unchanged
Millennium Management LLC204,517$3.09M0.00%−71,509−25.9%Reduced
Cullen/Frost Bankers, Inc.184,080$2.78M0.03%00.0%Unchanged
Naviter Wealth, LLC176,534$2.75M0.25%+35,907+25.5%Added
Rockefeller Capital Management L.P.165,873$2.51M0.00%+14,839+9.8%Added
GraniteShares Advisors LLC164,369$2.49M1.60%+21,525+15.1%Added
SFMG, LLC159,722$2.41M0.15%−49,003−23.5%Reduced
Adams Asset Advisors, LLC148,696$2.25M0.25%+34,264+29.9%Added
Neuberger Berman Group LLC148,087$2.24M0.00%−13,980−8.6%Reduced
Raymond James Financial Inc145,746$2.20M0.00%+39,322+36.9%Added
Colony Group, LLC141,101$2.14M0.00%+92,274+189.0%Added
State Street Corp124,279$1.93M0.00%+18,815+17.8%Added
Shikiar Asset Management Inc112,750$1.71M0.43%+8,150+7.8%Added
GFS Advisors, LLC2,900$1.70M0.09%+2,900New
Legacy Capital Wealth Partners, LLC110,870$1.68M0.32%+24,837+28.9%Added
Royal Bank of Canada107,947$1.63M0.00%+50,858+89.1%Added
P.A.W. Capital Corp102,600$1.55M1.19%+3,400+3.4%Added
Callodine Capital Management, LP100,000$1.51M0.10%+100,000New
Pension & Wealth Management Advisors, Inc.96,296$1.46M0.39%+27,101+39.2%Added
Stifel Financial Corp95,023$1.44M0.00%+1,909+2.1%Added
LPL Financial LLC92,091$1.39M0.00%+21,140+29.8%Added
Activest Wealth Management88,943$1.34M0.26%−115,780−56.6%Reduced
LM Advisors LLC84,112$1.31M0.15%+83,060+7,895.4%Added
Ilex Capital Partners (UK) LLP82,946$1.25M0.03%+82,946New
Citadel Advisors LLC73,595$1.11M0.00%−3,477−4.5%Reduced
Victory Capital Management Inc69,269$1.05M0.00%+69,269New
Confluence Investment Management LLC67,513$1.02M0.02%+192+0.3%Added
Goldman Sachs Group Inc60,609$916.4K0.00%−28,238−31.8%Reduced
Balyasny Asset Management LLC59,442$898.8K0.00%−57,311−49.1%Reduced
Susquehanna International Group, LLP53,542$809.6K0.00%+9,398+21.3%Added
Denali Advisors LLC52,862$799.3K0.08%−4,895−8.5%Reduced
Cetera Investment Advisers51,910$784.9K0.00%−1,872−3.5%Reduced
Captrust Financial Advisors49,345$746.1K0.00%−350−0.7%Reduced
Hourglass Capital, LLC48,672$735.9K0.14%00.0%Unchanged
Steward Partners Investment Advisory, LLC48,337$730.9K0.00%−26,711−35.6%Reduced
Engineers Gate Manager LP46,340$700.7K0.01%+27,425+145.0%Added
Cambridge Investment Research Advisors, Inc.42,054$636.0K0.00%+26,610+172.3%Added
HRT Financial LP41,334$624.0K0.00%+41,334New
Truist Financial Corp40,856$617.7K0.00%−10,525−20.5%Reduced
Closed-End Fund Advisors, Inc.40,516$612.6K0.60%−2,325−5.4%Reduced
Scotia Capital Inc.40,000$604.8K0.00%+40,000New
Invesco Ltd.35,119$531.0K0.00%−30,763−46.7%Reduced
NewGen Asset Management Ltd34,300$518.6K0.28%+10,000+41.2%Added
Guggenheim Capital LLC33,858$511.9K0.00%+3,629+12.0%Added
Fiduciary Group LLC33,724$509.9K0.04%−3,200−8.7%Reduced
Texas Yale Capital Corp.29,955$452.9K0.01%+7,280+32.1%Added
Belpointe Asset Management LLC29,333$443.5K0.01%+29,333New
Infrastructure Capital Advisors, LLC29,001$438.5K0.03%+3,000+11.5%Added
XTX Topco Ltd28,198$426.4K0.01%−163,715−85.3%Reduced
Envestnet Asset Management Inc28,154$425.7K0.00%−1,082−3.7%Reduced
Squarepoint Ops LLC27,425$414.7K0.00%−5,183−15.9%Reduced
Northern Trust Corp27,394$414.2K0.00%−563−2.0%Reduced
O'Rourke & Company, Inc27,058$409.1K0.14%+27,058New
Lido Advisors, LLC25,943$399.2K0.00%−33,480−56.3%Reduced
BI Asset Management Fondsmaeglerselskab A/S25,821$390.0K0.00%−107,910−80.7%Reduced
Advisor Group Holdings, Inc.24,690$373.3K0.00%+7,545+44.0%Added
Virtus Investment Advisers, Inc.24,668$373.0K0.09%−3,624−12.8%Reduced
National Bank of Canada24,089$364.2K0.00%+323+1.4%Added
Clearstead Advisors, LLC24,000$362.9K0.00%00.0%Unchanged
Bank of America Corp23,435$354.3K0.00%+13,165+128.2%Added
Commonwealth Equity Services, LLC22,993$347.6K0.00%−7,561−24.7%Reduced
Oppenheimer & Co Inc22,410$338.8K0.00%−433−1.9%Reduced
Global Strategic Investment Solutions, LLC21,927$331.5K0.03%+467+2.2%Added
JPMorgan Chase & Co20,283$317.2K0.00%−2,071−9.3%Reduced
Generali Investments CEE, investicni spolecnost, a.s.20,722$313.3K0.01%00.0%Unchanged
Pathstone Holdings, LLC20,303$307.0K0.00%+1,096+5.7%Added
Almitas Capital LLC20,000$302.4K0.07%00.0%Unchanged
Cowa, LLC19,720$298.2K0.07%+4,084+26.1%Added
Everpar Advisors LLC18,547$280.4K0.08%00.0%Unchanged
Fountainhead AM, LLC18,269$276.2K0.21%+527+3.0%Added
Icon Wealth Advisors, LLC17,928$271.1K0.02%+516+3.0%Added
Sanctuary Advisors, LLC17,669$267.2K0.00%00.0%Unchanged
Reicon Wealth Advisors, LLC17,646$266.8K0.17%+297+1.7%Added
AQR Capital Management LLC16,247$245.6K0.00%+2,221+15.8%Added
Clear Harbor Asset Management, LLC15,610$236.0K0.01%−830−5.0%Reduced
Eagle Global Advisors LLC15,525$234.7K0.01%−1,390−8.2%Reduced