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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 $583.0M in total; no superinvestor holds it.

13F holders, Q1 2025

Institutional positions in Morgan Stanley Direct Lending Fund as of Mar 31, 2025. 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
97
+16 vs. Q4 2024
Shares held
25.7M
+4.88M (+23.4%) vs. Q4 2024
Total value
$513.5M
+$82.8M (+19.2%) vs. Q4 2024
New holders
27
52 more added
Sold out
11
12 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 holdersQ1 2025: 97 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 heldQ1 2025: $513.5M
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: $333.7MQ4 2024: $430.8MQ1 2025: $513.5MQ2 2025: $520.6MQ3 2025: $504.7MQ4 2025: $598.3MQ1 2026: $499.2MQ2 2026: $583.0M
Institutions holding MSDL and their total value by quarter
QuarterHoldersValue
Q2 2026140$583.0M
Q1 2026139$499.2M
Q4 2025134$598.3M
Q3 2025118$504.7M
Q2 2025110$520.6M
Q1 202597$513.5M
Q4 202482$430.8M
Q3 202452$333.7M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Morgan Stanley Direct Lending Fund; share changes are against Q4 2024.

Institutions holding MSDL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley15,421,438$307.8M0.02%+2,247,485+17.1%Added
Van Eck Associates Corp1,878,466$37.5M0.05%−43,708−2.3%Reduced
Generali Asset Management SPA SGR881,578$17.6M0.43%+881,578New
UBS Group AG624,776$12.5M0.00%+463,504+287.4%Added
Americana Partners, LLC366,803$7.32M0.28%+230,348+168.8%Added
Franklin Resources Inc323,472$6.46M0.00%+85,718+36.1%Added
Wells Fargo & Company299,271$5.97M0.00%+269,954+920.8%Added
Citadel Advisors LLC276,350$5.52M0.01%+345+0.1%Added
SFMG, LLC256,815$5.13M0.40%+118,195+85.3%Added
Cliffwater LLC242,195$4.83M1.26%−1,203,819−83.3%Reduced
Neuberger Berman Group LLC241,555$4.82M0.00%+210,363+674.4%Added
Two Sigma Investments, LP239,299$4.78M0.01%+239,299New
Muzinich & Co., Inc.212,700$4.25M2.60%+108,199+103.5%Added
Raymond James Financial Inc207,902$4.15M0.00%+60,242+40.8%Added
Sumitomo Mitsui Trust Holdings, Inc.200,292$4.00M0.00%+98,174+96.1%Added
TT Capital Management LLC198,772$3.97M3.34%+152,792+332.3%Added
Millennium Management LLC198,684$3.97M0.00%+173,292+682.5%Added
Naviter Wealth, LLC174,314$3.60M0.44%+12,753+7.9%Added
Shikiar Asset Management Inc173,850$3.47M1.04%+87,700+101.8%Added
Black Swift Group, LLC170,655$3.41M0.77%+146,185+597.4%Added
Activest Wealth Management155,383$3.10M0.83%−8,677−5.3%Reduced
Royal Bank of Canada155,232$3.10M0.00%+53,902+53.2%Added
Stifel Financial Corp129,323$2.58M0.00%+58,836+83.5%Added
LPL Financial LLC121,646$2.43M0.00%+65,482+116.6%Added
Cubist Systematic Strategies, LLC121,471$2.42M0.03%+68,730+130.3%Added
Two Sigma Advisers, LP111,700$2.23M0.01%+87,800+367.4%Added
JPMorgan Chase & Co108,881$2.17M0.00%−16,535−13.2%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC106,927$2.13M0.01%+38,142+55.5%Added
Balyasny Asset Management LLC100,781$2.01M0.01%+82,075+438.8%Added
MAI Capital Management99,317$1.98M0.02%+62,842+172.3%Added
Denali Advisors LLC89,262$1.78M0.20%−3,574−3.8%Reduced
Hennion & Walsh Asset Management, Inc.88,678$1.77M0.08%+67,251+313.9%Added
Schonfeld Strategic Advisors LLC85,874$1.71M0.01%+85,874New
ASB Consultores, LLC80,310$1.60M1.04%00.0%Unchanged
HRT Financial LP79,120$1.58M0.01%−79,509−50.1%Reduced
Legacy Capital Wealth Partners, LLC74,826$1.49M0.37%+74,826New
Rockefeller Capital Management L.P.74,244$1.48M0.00%+33,894+84.0%Added
LM Advisors LLC72,757$1.45M0.26%+51,107+236.1%Added
Adams Asset Advisors, LLC62,992$1.26M0.17%00.0%Unchanged
Fountainhead AM, LLC59,025$1.18M0.19%+32,265+120.6%Added
Captrust Financial Advisors48,465$967.4K0.00%+16,479+51.5%Added
Squarepoint Ops LLC47,377$945.6K0.00%+36,313+328.2%Added
Zuckerman Investment Group, LLC44,000$878.2K0.09%+8,000+22.2%Added
Bank of America Corp42,964$857.6K0.00%+32,107+295.7%Added
Ameriprise Financial Inc42,564$851.9K0.00%+42,564New
Invesco Ltd.37,314$744.8K0.00%+3,153+9.2%Added
Gsa Capital Partners LLP36,098$721.0K0.07%−4,899−11.9%Reduced
Everpar Advisors LLC36,028$719.1K0.38%+10,059+38.7%Added
Pathstone Holdings, LLC35,553$712.1K0.00%+35,553New
Advisor Group Holdings, Inc.34,643$691.5K0.00%+30,154+671.7%Added
Susquehanna International Group, LLP34,032$679.3K0.00%+34,032New
HighTower Advisors, LLC32,752$653.7K0.00%+5,635+20.8%Added
Nordwand Advisors, LLC31,186$622.5K0.23%+15,126+94.2%Added
Sciencast Management LP30,230$603.4K0.14%+30,230New
Entropy Technologies, LP29,058$580.0K0.06%+10,073+53.1%Added
Commonwealth Equity Services, LLC27,669$552.0K0.00%+10,640+62.5%Added
Confluence Investment Management LLC26,921$537.3K0.01%+779+3.0%Added
Eagle Global Advisors LLC25,800$515.0K0.02%00.0%Unchanged
D.A. Davidson & Co.24,474$488.5K0.00%+24,474New
Clearstead Advisors, LLC23,386$466.8K0.01%+6,594+39.3%Added
Truist Financial Corp23,247$464.0K0.00%−3,981−14.6%Reduced
Virtu Financial LLC23,080$461.0K0.03%+23,080New
Generali Investments CEE, investicni spolecnost, a.s.21,922$437.6K0.04%+21,922New
Opal Wealth Advisors, LLC21,908$437.3K0.13%+6,803+45.0%Added
BI Asset Management Fondsmaeglerselskab A/S21,624$432.0K0.00%+16,624+332.5%Added
Virtus Investment Advisers, Inc.21,135$421.9K0.11%+21,135New
Bryn Mawr Trust Co20,000$399.2K0.01%+7,500+60.0%Added
ExodusPoint Capital Management, LP17,900$357.0K0.00%−31,111−63.5%Reduced
Simplex Trading, LLC17,904$357.0K0.01%+9,840+122.0%Added
Grimes & Company, Inc.17,873$356.7K0.01%−4,160−18.9%Reduced
Lido Advisors, LLC15,629$319.8K0.00%+1,685+12.1%Added
Creative Planning15,934$318.0K0.00%+15,934New
Sanctuary Advisors, LLC15,918$317.7K0.00%+2,355+17.4%Added
Icon Wealth Advisors, LLC15,604$311.5K0.03%+5,490+54.3%Added
Renaissance Technologies LLC14,764$294.7K0.00%−337,936−95.8%Reduced
Cetera Investment Advisers14,257$284.6K0.00%+14,257New
Cambridge Investment Research Advisors, Inc.13,722$274.0K0.00%+13,722New
Cowa, LLC13,436$268.2K0.11%+13,436New
Oppenheimer & Co Inc13,346$266.4K0.00%+13,346New
Independent Financial Group, LLC12,900$257.5K0.01%+12,900New
Kovitz Investment Group Partners, LLC12,585$251.2K0.00%+12,585New
Gilbert & Cook, Inc.12,131$242.1K0.04%+12,131New
Promus Capital, LLC12,000$239.5K0.18%+12,000New
Northern Trust Corp11,841$236.3K0.00%+11,841New
Samalin Investment Counsel, LLC11,348$226.5K0.09%+274+2.5%Added
Total Clarity Wealth Management, Inc.9,862$203.7K0.07%00.0%Unchanged
Accredited Investors Inc.10,000$199.6K0.01%+10,000New
Citigroup Inc5,430$108.4K0.00%+391+7.8%Added
State of Wyoming5,412$108.0K0.01%+5,412New
Federation des caisses Desjardins du Quebec5,169$103.2K0.00%+5,169New
Creative Financial Designs Inc3,555$71.0K0.01%+3,555New
AdvisorNet Financial, Inc3,300$65.9K0.00%+3,300New
Comerica Bank2,690$53.7K0.00%+122+4.8%Added
Allworth Financial LP1,606$31.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,298$25.9K0.00%+486+59.9%Added
The PNC Financial Services Group, Inc.1,240$24.8K0.00%−23,484−95.0%Reduced
Steward Partners Investment Advisory, LLC1,000$20.0K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.0$00.00%−131,395−100.0%Sold out
Marshall Wace, LLP0$00.00%−99,913−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−62,491−100.0%Sold out