Morgan Stanley Direct Lending Fund

MSDL

Exchange: NYSE
SEC CIK: 0001782524

SEC filings (opens in a new tab)

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 $583.0M in total; no superinvestor holds it.

Q1 2024 vs. Q4 2023

How the institutions holding Morgan Stanley Direct Lending Fund changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of MSDL: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Q1 2024	Change
Holders	0	20	+20
Shares	0	14.0M	+14.0M
Value	$0	$302.5M	+$302.5M

New holders (20)

Institutions that held Morgan Stanley Direct Lending Fund at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to MSDL in Q1 2024
Institution	Shares	Value	% of portfolio
Morgan Stanley	9,727,311	$209.6M	0.02%
Cliffwater LLC	2,182,590	$47.0M	12.68%
Van Eck Associates Corp	1,530,076	$33.0M	0.05%
Citadel Advisors LLC	223,818	$4.82M	0.00%
Monashee Investment Management LLC	72,212	$1.56M	0.18%
Teacher Retirement System of Texas	62,641	$1.35M	0.01%
UBS Group AG	47,598	$1.03M	0.00%
Stifel Financial Corp	30,000	$646.5K	0.00%
Capstone Investment Advisors, LLC	30,000	$646.5K	0.01%
Raymond James & Associates	26,560	$572.4K	0.00%
Penserra Capital Management LLC	20,496	$441.0K	0.01%
Kingswood Wealth Advisors, LLC	18,637	$401.6K	0.05%
HighTower Advisors, LLC	15,000	$323.0K	0.00%
Point72 (DIFC) Ltd	14,268	$307.5K	0.02%
Virtu Financial LLC	10,363	$223.0K	0.02%
Quadrature Capital Ltd	10,334	$222.7K	0.00%
Wells Fargo & Company	10,200	$219.8K	0.00%
Royal Bank of Canada	3,846	$83.0K	0.00%
Tower Research Capital LLC (TRC)	1,294	$27.9K	0.00%
Comerica Bank	1,000	$21.6K	0.00%

Sold out (0)

Institutions that held Morgan Stanley Direct Lending Fund at the end of Q4 2023 and filed for Q1 2024 without it.

None.