MSC Income Fund, Inc.
MSIF- Exchange
- NYSE
- SEC CIK
- 0001535778
In the last 90 days, MSC Income Fund, Inc. insiders filed 2 open-market purchases and 0 sales; 167 institutions reported holding it in 13F filings for Q2 2026, worth $175.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in MSC Income Fund, Inc. as of Jun 30, 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
- 167
- +11 vs. Q1 2026
- Shares held
- 15.2M
- +2.44M (+19.2%) vs. Q1 2026
- Total value
- $175.4M
- +$20.4M (+13.2%) vs. Q1 2026
- New holders
- 32
- 43 more added
- Sold out
- 21
- 59 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSIF 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 167 | $175.4M |
| Q1 2026 | 160 | $157.9M |
| Q4 2025 | 146 | $99.7M |
| Q3 2025 | 96 | $65.4M |
| Q2 2025 | 32 | $40.1M |
| Q1 2025 | 23 | $25.7M |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding MSC Income Fund, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 2,263,426 | $26.2M | 15.19% | +457,004+25.3% | Added |
| Ares Management LLC | 1,267,910 | $14.7M | 0.64% | +441,264+53.4% | Added |
| UBS Group AG | 1,006,541 | $11.6M | 0.00% | +209,794+26.3% | Added |
| Van Eck Associates Corp | 915,670 | $10.6M | 0.01% | +241,495+35.8% | Added |
| Two Sigma Investments, LP | 783,888 | $9.07M | 0.01% | −350,383−30.9% | Reduced |
| Franklin Resources Inc | 779,528 | $9.02M | 0.00% | +152,395+24.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 548,870 | $6.35M | 0.01% | +284,147+107.3% | Added |
| CF Capital LLC | 537,600 | $6.22M | 7.46% | +88,681+19.8% | Added |
| LPL Financial LLC | 444,595 | $5.14M | 0.00% | −9,997−2.2% | Reduced |
| Marshall Wace, LLP | 318,804 | $3.69M | 0.00% | +229,487+256.9% | Added |
| Cetera Investment Advisers | 258,741 | $2.99M | 0.00% | −52,816−17.0% | Reduced |
| Qube Research & Technologies Ltd | 223,256 | $2.58M | 0.00% | +150,798+208.1% | Added |
| Advisor Group Holdings, Inc. | 211,898 | $2.45M | 0.00% | +63,259+42.6% | Added |
| Centaurus Financial, Inc. | 210,296 | $2.43M | 0.09% | −4,652−2.2% | Reduced |
| FJ Capital Management LLC | 206,254 | $2.39M | 0.31% | +35,196+20.6% | Added |
| J.W. Cole Advisors, Inc. | 202,156 | $2.34M | 0.04% | +202,156 | New |
| Clayton Partners LLC | 200,000 | $2.31M | 1.52% | +30,000+17.6% | Added |
| Sigma Planning Corp | 182,577 | $2.11M | 0.05% | −24,962−12.0% | Reduced |
| BlackRock, Inc. | 174,876 | $2.02M | 0.00% | −3,558−2.0% | Reduced |
| Alpine Global Management, LLC | 152,492 | $1.76M | 0.29% | −53,577−26.0% | Reduced |
| Barclays PLC | 142,933 | $1.65M | 0.00% | +32,520+29.5% | Added |
| Morgan Stanley | 134,600 | $1.56M | 0.00% | +93,379+226.5% | Added |
| Intrinsic Edge Capital Management LLC | 130,000 | $1.50M | 0.19% | +130,000 | New |
| Riverbridge Partners LLC | 114,945 | $1.33M | 0.04% | +1,371+1.2% | Added |
| Aviso Wealth Management | 114,250 | $1.32M | 0.45% | +50,120+78.2% | Added |
| Atom Investors LP | 112,619 | $1.30M | 0.12% | +95,912+574.1% | Added |
| SRS Capital Advisors, Inc. | 106,794 | $1.24M | 0.01% | +106,794 | New |
| Diversify Wealth Management, LLC | 106,159 | $1.22M | 0.02% | −8,225−7.2% | Reduced |
| Diversify Advisory Services, LLC | 106,159 | $1.22M | 0.02% | +37,160+53.9% | Added |
| Rockport Wealth LLC | 97,151 | $1.12M | 0.19% | −8,922−8.4% | Reduced |
| Arkadios Wealth Advisors | 95,647 | $1.11M | 0.02% | −798−0.8% | Reduced |
| Merit Financial Group, LLC | 90,722 | $1.05M | 0.01% | −11,254−11.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 90,038 | $1.04M | 0.16% | +55,574+161.3% | Added |
| Private Advisor Group, LLC | 89,913 | $1.04M | 0.00% | −3,627−3.9% | Reduced |
| Harbour Investments, Inc. | 81,941 | $948.1K | 0.01% | −3,203−3.8% | Reduced |
| Magnetar Financial LLC | 81,253 | $940.1K | 0.01% | −5,489−6.3% | Reduced |
| XTX Topco Ltd | 77,877 | $901.0K | 0.01% | +6,977+9.8% | Added |
| Commonwealth Equity Services, LLC | 75,281 | $871.0K | 0.00% | −25,154−25.0% | Reduced |
| Legacy Wealth Managment, LLC | 71,950 | $832.5K | 0.34% | −66,224−47.9% | Reduced |
| Millennium Management LLC | 68,599 | $793.7K | 0.00% | −57,480−45.6% | Reduced |
| Neuberger Berman Group LLC | 57,511 | $665.4K | 0.00% | −5,377−8.6% | Reduced |
| Captrust Financial Advisors | 57,101 | $660.7K | 0.00% | −5,352−8.6% | Reduced |
| RFG Advisory, LLC | 56,664 | $655.6K | 0.01% | +56,664 | New |
| BOS Asset Management, LLC | 55,290 | $639.7K | 0.15% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 54,422 | $629.7K | 0.01% | −433−0.8% | Reduced |
| Royal Bank of Canada | 53,836 | $623.0K | 0.00% | +15,686+41.1% | Added |
| Stratos Wealth Partners, LTD. | 49,405 | $571.6K | 0.01% | +7,898+19.0% | Added |
| Meridian Investment Counsel Inc. | 47,950 | $554.8K | 0.12% | +7,250+17.8% | Added |
| Prospera Financial Services Inc | 47,824 | $553.5K | 0.01% | +149+0.3% | Added |
| Wealthcare Advisory Partners LLC | 46,402 | $536.9K | 0.01% | −9,100−16.4% | Reduced |
| Joel Isaacson & Co., LLC | 46,174 | $534.2K | 0.02% | +13,674+42.1% | Added |
| Envestnet Asset Management Inc | 42,946 | $496.9K | 0.00% | +5,297+14.1% | Added |
| Beacon Financial Advisory LLC | 41,917 | $485.0K | 0.10% | +4,592+12.3% | Added |
| Brevan Howard Capital Management LP | 41,700 | $482.5K | 0.01% | +41,700 | New |
| Triumph Capital Management | 40,773 | $471.7K | 0.09% | −5,641−12.2% | Reduced |
| CoreCap Advisors, LLC | 40,381 | $467.2K | 0.01% | −11,366−22.0% | Reduced |
| Raymond James Financial Inc | 39,937 | $462.1K | 0.00% | −1,429−3.5% | Reduced |
| First Financial Bankshares Inc | 38,435 | $444.7K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 36,460 | $421.8K | 0.01% | −4,000−9.9% | Reduced |
| Creative Planning | 34,450 | $398.6K | 0.00% | −16,076−31.8% | Reduced |
| Simplicity Wealth,LLC | 34,048 | $393.9K | 0.01% | +815+2.5% | Added |
| VARCOV Co. | 33,753 | $390.5K | 0.15% | +3,703+12.3% | Added |
| Virtus Investment Advisers, Inc. | 33,217 | $384.3K | 0.09% | −6,704−16.8% | Reduced |
| Advisory Alpha, LLC | 31,992 | $370.1K | 0.01% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 31,801 | $367.9K | 0.01% | +5,318+20.1% | Added |
| MML Investors Services, LLC | 31,648 | $366.2K | 0.00% | +5,269+20.0% | Added |
| TCFG Investment Advisors, LLC | 31,281 | $363.4K | 0.12% | −3,660−10.5% | Reduced |
| HRT Financial LP | 31,357 | $362.0K | 0.00% | −4,873−13.5% | Reduced |
| Quaker Wealth Management, LLC | 29,849 | $345.4K | 0.10% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 28,496 | $329.7K | 0.01% | −10,020−26.0% | Reduced |
| Strategic Financial Partners, Ltd. | 28,320 | $327.7K | 0.12% | −16,506−36.8% | Reduced |
| Shepherd Financial Partners LLC | 28,187 | $326.1K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 28,182 | $326.1K | 0.00% | −10,936−28.0% | Reduced |
| Allworth Financial LP | 27,403 | $317.1K | 0.00% | −6,700−19.6% | Reduced |
| Independent Financial Group, LLC | 26,699 | $308.9K | 0.01% | −9,460−26.2% | Reduced |
| Eagle Global Advisors LLC | 26,345 | $304.8K | 0.01% | +26,345 | New |
| Summit Financial, LLC | 25,196 | $291.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 24,973 | $288.9K | 0.00% | −7,463−23.0% | Reduced |
| Intrua Financial, LLC | 24,047 | $278.2K | 0.03% | +5,665+30.8% | Added |
| Fisher Asset Management, LLC | 23,632 | $273.4K | 0.00% | +23,632 | New |
| Independent Solutions Wealth Management, LLC | 20,939 | $242.3K | 0.03% | +20,939 | New |
| Global Assets Advisory, LLC | 20,437 | $242.2K | 0.05% | +4,656+29.5% | Added |
| Harvest Investment Services, LLC | 19,570 | $226.4K | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 18,424 | $213.2K | 0.00% | +18,424 | New |
| TSFG, LLC | 18,315 | $212.0K | 0.03% | +10,972+149.4% | Added |
| Jane Street Group, LLC | 17,468 | $202.1K | 0.00% | +17,468 | New |
| Princeton Global Asset Management LLC | 17,121 | $198.1K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,866 | $195.1K | 0.00% | −13,758−44.9% | Reduced |
| Savvy Advisors, Inc. | 16,479 | $190.7K | 0.00% | +16,479 | New |
| IHT Wealth Management, LLC | 16,185 | $187.3K | 0.00% | −33−0.2% | Reduced |
| SageView Advisory Group, LLC | 15,885 | $186.7K | 0.01% | −8,344−34.4% | Reduced |
| Brookstone Capital Management | 15,888 | $183.8K | 0.00% | −1,119−6.6% | Reduced |
| Childress Capital Advisors, LLC | 15,679 | $181.4K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 15,412 | $178.3K | 0.00% | −1,847−10.7% | Reduced |
| Tactive Advisors, LLC | 15,240 | $176.3K | 0.04% | +15,240 | New |
| BostonPremier Wealth LLC | 15,033 | $173.9K | 0.07% | +177+1.2% | Added |
| PFG Investments, LLC | 14,846 | $171.8K | 0.01% | 00.0% | Unchanged |
| Sherman Porfolios, LLC | 14,073 | $171.4K | 0.01% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 14,073 | $171.4K | 0.01% | +14,073 | New |
| Schonfeld Strategic Advisors LLC | 14,746 | $170.6K | 0.00% | +14,746 | New |