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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
Caitong International Asset Management Co., Ltd3$490.00%00.0%Unchanged
Essential Partners LLC15$2470.00%+15New
Assetmark, Inc30$5340.00%+30New
CX Institutional100$2.00K0.00%+100New
Avion Wealth300$4.00K0.00%+300New
DV Trading LLC400$6.59K0.00%+400New
Group One Trading, L.P.900$14.8K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC900$15.3K0.00%−900−50.0%Reduced
The PNC Financial Services Group, Inc.990$16.3K0.00%00.0%Unchanged
Allworth Financial LP1,000$16.5K0.00%−1,606−61.6%Reduced
Tower Research Capital LLC (TRC)1,330$21.9K0.00%+981+281.1%Added
GWM Advisors LLC2,000$33.0K0.00%00.0%Unchanged
SHP Wealth Management2,387$39.3K0.00%+2,387New
DV Equities, LLC2,500$41.2K0.01%+2,500New
Rhumbline Advisers3,000$49.4K0.00%+3,000New
AdvisorNet Financial, Inc3,150$51.9K0.00%−500−13.7%Reduced
Creative Financial Designs Inc3,555$58.6K0.00%00.0%Unchanged
Sound Income Strategies, LLC4,007$66.3K0.00%+4,007New
Federation des caisses Desjardins du Quebec4,531$74.7K0.00%−490−9.8%Reduced
Kestra Advisory Services, LLC4,882$80.5K0.00%+4,882New
BNP Paribas Arbitrage, SA5,400$89.0K0.00%+600+12.5%Added
Pension & Wealth Management Advisors, Inc.5,460$90.0K0.03%+4,015+277.9%Added
Harbour Investments, Inc.5,618$92.6K0.00%+5,618New
Wall Street Access Asset Management, LLC9,906$163.3K0.04%+9,906New
Infrastructure Capital Advisors, LLC10,001$164.8K0.02%+10,001New
Cura Wealth Advisors, LLC10,200$168.1K0.06%+10,200New
Oxford Asset Management LLP10,403$171.4K0.06%+10,403New
Grimes & Company, Inc.10,579$174.3K0.00%+10,579New
DRW Securities, LLC10,709$176.5K0.01%+10,709New
Osbon Capital Management LLC11,206$184.7K0.17%+11,206New
Balyasny Asset Management LLC11,567$190.6K0.00%−164,160−93.4%Reduced
Van Hulzen Asset Management, LLC11,585$190.9K0.01%+11,585New
Gilbert & Cook, Inc.12,131$199.9K0.03%00.0%Unchanged
Sciencast Management LP12,336$203.3K0.03%−2,400−16.3%Reduced
Reicon Wealth Advisors, LLC12,969$213.7K0.16%+12,969New
Cowa, LLC13,436$221.4K0.07%00.0%Unchanged
Sapient Capital LLC12,987$227.0K0.00%00.0%Unchanged
Clear Harbor Asset Management, LLC13,910$229.2K0.02%+13,910New
AQR Capital Management LLC14,026$231.1K0.00%00.0%Unchanged
Mercer Global Advisors Inc14,902$245.6K0.00%+363+2.5%Added
TrueMark Investments, LLC15,000$247.2K0.05%−9,976−39.9%Reduced
Icon Wealth Advisors, LLC16,893$278.4K0.02%+471+2.9%Added
Fountainhead AM, LLC17,220$283.8K0.42%−41,844−70.8%Reduced
Guggenheim Capital LLC17,321$285.4K0.00%+2,780+19.1%Added
Nomura Holdings Inc17,387$286.5K0.00%+17,387New
Sanctuary Advisors, LLC18,524$305.3K0.00%−2,243−10.8%Reduced
Everpar Advisors LLC18,547$305.7K0.11%−6,583−26.2%Reduced
National Bank of Canada19,245$317.0K0.00%+2,445+14.6%Added
Almitas Capital LLC20,000$329.6K0.07%+20,000New
Jaffetilchin Investment Partners, LLC20,192$332.8K0.02%+20,192New
Generali Investments CEE, investicni spolecnost, a.s.20,722$341.5K0.02%00.0%Unchanged
Global Strategic Investment Solutions, LLC21,294$350.9K0.03%+2,934+16.0%Added
Oppenheimer & Co Inc22,843$376.5K0.01%−237−1.0%Reduced
Centiva Capital, LP22,910$377.6K0.02%−128,048−84.8%Reduced
Clearstead Advisors, LLC24,000$395.5K0.00%+614+2.6%Added
Fiduciary Group LLC24,029$396.0K0.03%−326−1.3%Reduced
Virtus Investment Advisers, Inc.26,281$433.1K0.12%−4,021−13.3%Reduced
Envestnet Asset Management Inc27,629$455.3K0.00%+8,922+47.7%Added
Invesco Ltd.27,915$460.0K0.00%−40,454−59.2%Reduced
Northern Trust Corp27,957$460.7K0.00%+305+1.1%Added
Entropy Technologies, LP29,206$481.3K0.03%+29,206New
Squarepoint Ops LLC29,796$491.0K0.00%−103−0.3%Reduced
Virtu Financial LLC31,736$523.0K0.02%+31,736New
Advisor Group Holdings, Inc.32,807$540.7K0.00%−3,036−8.5%Reduced
Commonwealth Equity Services, LLC34,116$562.2K0.00%−8,662−20.2%Reduced
Colony Group, LLC34,118$564.7K0.00%+34,118New
Pathstone Holdings, LLC35,052$580.2K0.00%+5,194+17.4%Added
Cetera Investment Advisers40,076$660.5K0.00%+9,136+29.5%Added
Ameriprise Financial Inc40,517$667.7K0.00%−2,936−6.8%Reduced
Truist Financial Corp42,642$702.7K0.00%−9,431−18.1%Reduced
Royal Bank of Canada47,152$777.0K0.00%−27,709−37.0%Reduced
Beacon Pointe Advisors, LLC47,189$777.7K0.01%+23,689+100.8%Added
Quadrature Capital Ltd48,867$805.3K0.01%−1,832−3.6%Reduced
Captrust Financial Advisors49,345$813.2K0.00%00.0%Unchanged
MAI Capital Management50,216$827.6K0.00%+50,216New
Bank of America Corp50,710$835.7K0.00%−33,820−40.0%Reduced
Quest Partners LLC54,024$890.3K0.05%+13,919+34.7%Added
Denali Advisors LLC57,793$952.4K0.11%−14,175−19.7%Reduced
Lido Advisors, LLC63,614$1.05M0.00%+44,136+226.6%Added
Steward Partners Investment Advisory, LLC68,404$1.13M0.01%+36,285+113.0%Added
Marex Group plc71,050$1.17M0.01%+21,449+43.2%Added
Confluence Investment Management LLC72,156$1.19M0.02%+1,308+1.8%Added
LPL Financial LLC74,641$1.23M0.00%−46,059−38.2%Reduced
Legacy Capital Wealth Partners, LLC76,982$1.27M0.27%+6,155+8.7%Added
Aquatic Capital Management LLC77,324$1.27M0.04%+50,242+185.5%Added
XTX Topco Ltd81,599$1.34M0.04%+81,599New
Susquehanna International Group, LLP88,467$1.46M0.00%+42,064+90.6%Added
Stifel Financial Corp93,742$1.54M0.00%−45,683−32.8%Reduced
Ares Management LLC100,000$1.65M0.09%+100,000New
Rockefeller Capital Management L.P.104,768$1.73M0.00%+6,911+7.1%Added
Quantbot Technologies LP108,536$1.79M0.06%+95,810+752.9%Added
Adams Asset Advisors, LLC111,397$1.84M0.24%+1,764+1.6%Added
Naviter Wealth, LLC122,478$2.08M0.27%−38,851−24.1%Reduced
BI Asset Management Fondsmaeglerselskab A/S129,751$2.14M0.02%+75,866+140.8%Added
Schonfeld Strategic Advisors LLC130,312$2.15M0.01%+130,312New
Shikiar Asset Management Inc130,500$2.15M0.54%+9,600+7.9%Added
Renaissance Technologies LLC133,500$2.20M0.00%−389,288−74.5%Reduced
GraniteShares Advisors LLC159,184$2.62M1.59%+159,184New
Goldman Sachs Group Inc160,515$2.65M0.00%+2,649+1.7%Added
Neuberger Berman Group LLC166,108$2.74M0.00%−19,098−10.3%Reduced