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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, Q4 2025

Institutional positions in Morgan Stanley Direct Lending Fund as of Dec 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
134
+20 vs. Q3 2025
Shares held
36.3M
+5.00M (+16.0%) vs. Q3 2025
Total value
$598.3M
+$94.8M (+18.8%) vs. Q3 2025
New holders
42
43 more added
Sold out
22
37 more reduced

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 holdersQ4 2025: 134 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 heldQ4 2025: $598.3M
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, Q4 2025

Shares, value and share of portfolio for each institution holding Morgan Stanley Direct Lending Fund; share changes are against Q3 2025.

Institutions holding MSDL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley15,876,336$261.6M0.02%−26,807−0.2%Reduced
Van Eck Associates Corp1,840,835$30.3M0.03%−126,862−6.4%Reduced
Generali Asset Management SPA SGR1,829,964$30.2M0.62%00.0%Unchanged
UBS Group AG1,668,693$27.5M0.01%+704,394+73.0%Added
Two Sigma Investments, LP844,770$13.9M0.02%+503,458+147.5%Added
Muzinich & Co., Inc.766,451$12.6M3.97%+181,830+31.1%Added
Rivernorth Capital Management, LLC764,543$12.6M0.60%−224,584−22.7%Reduced
Toronto Dominion Bank713,641$11.8M0.02%+148,020+26.2%Added
Altshuler Shaham Ltd650,437$10.7M0.16%+650,437New
Sumitomo Mitsui Trust Holdings, Inc.558,113$9.20M0.01%+53,051+10.5%Added
Americana Partners, LLC551,776$9.09M0.25%+12,793+2.4%Added
American Financial Group Inc531,500$8.76M3.18%+531,500New
Trexquant Investment LP448,097$7.38M0.07%+211,345+89.3%Added
Jane Street Group, LLC423,165$6.97M0.01%+327,940+344.4%Added
Wells Fargo & Company408,416$6.73M0.00%+51,780+14.5%Added
HRT Financial LP394,241$6.50M0.02%+394,241New
Franklin Resources Inc371,094$6.12M0.00%−3,667−1.0%Reduced
Liberty Mutual Group Asset Management Inc.359,773$5.93M0.56%+359,773New
Truffle Hound Capital, LLC320,000$5.27M3.09%+320,000New
TT Capital Management LLC302,946$4.99M3.98%+5,387+1.8%Added
Closed-End Fund Advisors, Inc.291,456$4.80M2.84%+291,456New
Millennium Management LLC268,646$4.43M0.00%−82,825−23.6%Reduced
Hennion & Walsh Asset Management, Inc.258,929$4.27M0.15%+60,391+30.4%Added
Two Sigma Advisers, LP249,400$4.11M0.01%+157,600+171.7%Added
Russell Investments Group, Ltd.242,417$4.00M0.00%+242,417New
SFMG, LLC238,045$3.92M0.26%−21,300−8.2%Reduced
Citadel Advisors LLC230,300$3.80M0.00%+159,391+224.8%Added
Fosun International Ltd221,872$3.66M0.85%+221,872New
Activest Wealth Management195,621$3.22M0.60%+70,334+56.1%Added
Cullen/Frost Bankers, Inc.184,080$3.03M0.03%+184,080New
Point72 Asset Management, L.P.178,897$2.95M0.00%+178,897New
JPMorgan Chase & Co178,273$2.94M0.00%+155,599+686.2%Added
Raymond James Financial Inc175,306$2.89M0.00%−38,313−17.9%Reduced
Neuberger Berman Group LLC166,108$2.74M0.00%−19,098−10.3%Reduced
Goldman Sachs Group Inc160,515$2.65M0.00%+2,649+1.7%Added
GraniteShares Advisors LLC159,184$2.62M1.59%+159,184New
Renaissance Technologies LLC133,500$2.20M0.00%−389,288−74.5%Reduced
Shikiar Asset Management Inc130,500$2.15M0.54%+9,600+7.9%Added
Schonfeld Strategic Advisors LLC130,312$2.15M0.01%+130,312New
BI Asset Management Fondsmaeglerselskab A/S129,751$2.14M0.02%+75,866+140.8%Added
Naviter Wealth, LLC122,478$2.08M0.27%−38,851−24.1%Reduced
Adams Asset Advisors, LLC111,397$1.84M0.24%+1,764+1.6%Added
Quantbot Technologies LP108,536$1.79M0.06%+95,810+752.9%Added
Rockefeller Capital Management L.P.104,768$1.73M0.00%+6,911+7.1%Added
Ares Management LLC100,000$1.65M0.09%+100,000New
Stifel Financial Corp93,742$1.54M0.00%−45,683−32.8%Reduced
Susquehanna International Group, LLP88,467$1.46M0.00%+42,064+90.6%Added
XTX Topco Ltd81,599$1.34M0.04%+81,599New
Aquatic Capital Management LLC77,324$1.27M0.04%+50,242+185.5%Added
Legacy Capital Wealth Partners, LLC76,982$1.27M0.27%+6,155+8.7%Added
LPL Financial LLC74,641$1.23M0.00%−46,059−38.2%Reduced
Confluence Investment Management LLC72,156$1.19M0.02%+1,308+1.8%Added
Marex Group plc71,050$1.17M0.01%+21,449+43.2%Added
Steward Partners Investment Advisory, LLC68,404$1.13M0.01%+36,285+113.0%Added
Lido Advisors, LLC63,614$1.05M0.00%+44,136+226.6%Added
Denali Advisors LLC57,793$952.4K0.11%−14,175−19.7%Reduced
Quest Partners LLC54,024$890.3K0.05%+13,919+34.7%Added
Bank of America Corp50,710$835.7K0.00%−33,820−40.0%Reduced
MAI Capital Management50,216$827.6K0.00%+50,216New
Captrust Financial Advisors49,345$813.2K0.00%00.0%Unchanged
Quadrature Capital Ltd48,867$805.3K0.01%−1,832−3.6%Reduced
Beacon Pointe Advisors, LLC47,189$777.7K0.01%+23,689+100.8%Added
Royal Bank of Canada47,152$777.0K0.00%−27,709−37.0%Reduced
Truist Financial Corp42,642$702.7K0.00%−9,431−18.1%Reduced
Ameriprise Financial Inc40,517$667.7K0.00%−2,936−6.8%Reduced
Cetera Investment Advisers40,076$660.5K0.00%+9,136+29.5%Added
Pathstone Holdings, LLC35,052$580.2K0.00%+5,194+17.4%Added
Colony Group, LLC34,118$564.7K0.00%+34,118New
Commonwealth Equity Services, LLC34,116$562.2K0.00%−8,662−20.2%Reduced
Advisor Group Holdings, Inc.32,807$540.7K0.00%−3,036−8.5%Reduced
Virtu Financial LLC31,736$523.0K0.02%+31,736New
Squarepoint Ops LLC29,796$491.0K0.00%−103−0.3%Reduced
Entropy Technologies, LP29,206$481.3K0.03%+29,206New
Northern Trust Corp27,957$460.7K0.00%+305+1.1%Added
Invesco Ltd.27,915$460.0K0.00%−40,454−59.2%Reduced
Envestnet Asset Management Inc27,629$455.3K0.00%+8,922+47.7%Added
Virtus Investment Advisers, Inc.26,281$433.1K0.12%−4,021−13.3%Reduced
Fiduciary Group LLC24,029$396.0K0.03%−326−1.3%Reduced
Clearstead Advisors, LLC24,000$395.5K0.00%+614+2.6%Added
Centiva Capital, LP22,910$377.6K0.02%−128,048−84.8%Reduced
Oppenheimer & Co Inc22,843$376.5K0.01%−237−1.0%Reduced
Global Strategic Investment Solutions, LLC21,294$350.9K0.03%+2,934+16.0%Added
Generali Investments CEE, investicni spolecnost, a.s.20,722$341.5K0.02%00.0%Unchanged
Jaffetilchin Investment Partners, LLC20,192$332.8K0.02%+20,192New
Almitas Capital LLC20,000$329.6K0.07%+20,000New
National Bank of Canada19,245$317.0K0.00%+2,445+14.6%Added
Everpar Advisors LLC18,547$305.7K0.11%−6,583−26.2%Reduced
Sanctuary Advisors, LLC18,524$305.3K0.00%−2,243−10.8%Reduced
Nomura Holdings Inc17,387$286.5K0.00%+17,387New
Guggenheim Capital LLC17,321$285.4K0.00%+2,780+19.1%Added
Fountainhead AM, LLC17,220$283.8K0.42%−41,844−70.8%Reduced
Icon Wealth Advisors, LLC16,893$278.4K0.02%+471+2.9%Added
TrueMark Investments, LLC15,000$247.2K0.05%−9,976−39.9%Reduced
Mercer Global Advisors Inc14,902$245.6K0.00%+363+2.5%Added
AQR Capital Management LLC14,026$231.1K0.00%00.0%Unchanged
Clear Harbor Asset Management, LLC13,910$229.2K0.02%+13,910New
Sapient Capital LLC12,987$227.0K0.00%00.0%Unchanged
Cowa, LLC13,436$221.4K0.07%00.0%Unchanged
Reicon Wealth Advisors, LLC12,969$213.7K0.16%+12,969New
Sciencast Management LP12,336$203.3K0.03%−2,400−16.3%Reduced