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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 2026

Institutional positions in Morgan Stanley Direct Lending Fund as of Mar 31, 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
139
+6 vs. Q4 2025
Shares held
35.7M
−549.0K (−1.5%) vs. Q4 2025
Total value
$499.2M
−$99.1M (−16.6%) vs. Q4 2025
New holders
27
48 more added
Sold out
21
43 more reduced

1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 139 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 2026: $499.2M
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 2026

Shares, value and share of portfolio for each institution holding Morgan Stanley Direct Lending Fund; share changes are against Q4 2025.

Institutions holding MSDL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Adams Asset Advisors, LLC114,432$1.60M0.18%+3,035+2.7%Added
Balyasny Asset Management LLC116,753$1.63M0.00%+105,186+909.4%Added
BI Asset Management Fondsmaeglerselskab A/S133,731$1.87M0.02%+3,980+3.1%Added
GraniteShares Advisors LLC142,844$1.99M1.44%−16,340−10.3%Reduced
Naviter Wealth, LLC140,627$2.03M0.25%+18,149+14.8%Added
Rockefeller Capital Management L.P.151,034$2.11M0.00%+46,266+44.2%Added
Jane Street Group, LLC151,464$2.11M0.00%−271,701−64.2%Reduced
Point72 Asset Management, L.P.154,421$2.16M0.00%−24,476−13.7%Reduced
ExodusPoint Capital Management, LP160,332$2.24M0.02%+160,332New
Neuberger Berman Group LLC162,067$2.26M0.00%−4,041−2.4%Reduced
Cullen/Frost Bankers, Inc.184,080$2.57M0.03%00.0%Unchanged
Franklin Resources Inc186,811$2.61M0.00%−184,283−49.7%Reduced
XTX Topco Ltd191,913$2.68M0.05%+110,314+135.2%Added
Activest Wealth Management204,723$2.86M0.50%+9,102+4.7%Added
Liberty Mutual Group Asset Management Inc.204,770$2.86M0.23%−155,003−43.1%Reduced
SFMG, LLC208,725$2.91M0.20%−29,320−12.3%Reduced
Fosun International Ltd240,374$3.36M0.84%+18,502+8.3%Added
Americana Partners, LLC257,184$3.59M0.09%−294,592−53.4%Reduced
HighTower Advisors, LLC265,284$3.70M0.00%+265,284New
Millennium Management LLC276,026$3.85M0.00%+7,380+2.7%Added
Hennion & Walsh Asset Management, Inc.287,383$4.01M0.13%+28,454+11.0%Added
TT Capital Management LLC332,467$4.64M3.83%+29,521+9.7%Added
Trexquant Investment LP409,326$5.71M0.04%−38,771−8.7%Reduced
Ares Management LLC412,000$5.75M0.38%+312,000+312.0%Added
Wells Fargo & Company542,796$7.58M0.00%+134,380+32.9%Added
Sumitomo Mitsui Trust Holdings, Inc.558,113$7.79M0.01%00.0%Unchanged
DG Capital Management, LLC575,537$8.03M3.47%+575,537New
Toronto Dominion Bank622,212$8.69M0.02%−91,429−12.8%Reduced
American Financial Group Inc631,500$8.82M3.27%+100,000+18.8%Added
Altshuler Shaham Ltd650,437$9.08M0.17%00.0%Unchanged
Russell Investments Group, Ltd.721,949$10.1M0.01%+479,532+197.8%Added
Muzinich & Co., Inc.767,802$10.7M3.75%+1,351+0.2%Added
Two Sigma Investments, LP889,349$12.4M0.01%+44,579+5.3%Added
Rivernorth Capital Management, LLC1,052,351$14.7M0.74%+287,808+37.6%Added
Van Eck Associates Corp1,433,977$20.0M0.02%−406,858−22.1%Reduced
UBS Group AG1,596,596$22.3M0.00%−72,097−4.3%Reduced
Generali Asset Management SPA SGR1,829,964$25.5M0.53%00.0%Unchanged
Morgan Stanley15,874,362$221.6M0.01%−1,9740.0%Reduced
LM Advisors LLC1,052––−216−17.0%Reduced
HRT Financial LP0$00.00%−394,241−100.0%Sold out
Truffle Hound Capital, LLC0$00.00%−320,000−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−249,400−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−130,312−100.0%Sold out
Quest Partners LLC0$00.00%−54,024−100.0%Sold out
MAI Capital Management0$00.00%−50,216−100.0%Sold out
Quadrature Capital Ltd0$00.00%−48,867−100.0%Sold out
Virtu Financial LLC0$00.00%−31,736−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−20,192−100.0%Sold out
Nomura Holdings Inc0$00.00%−17,387−100.0%Sold out
Sciencast Management LP0$00.00%−12,336−100.0%Sold out
Grimes & Company, Inc.0$00.00%−10,579−100.0%Sold out
Oxford Asset Management LLP0$00.00%−10,403−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−4,882−100.0%Sold out
GWM Advisors LLC0$00.00%−2,000−100.0%Sold out
Group One Trading, L.P.0$00.00%−900−100.0%Sold out
DV Trading LLC0$00.00%−400−100.0%Sold out
CX Institutional0$00.00%−100−100.0%Sold out
Assetmark, Inc0$00.00%−30−100.0%Sold out
Essential Partners LLC0$00.00%−15−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−3−100.0%Sold out
DV Equities, LLC––––Not filed