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 $172.2M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in MSC Income Fund, Inc. 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
- 25
- +23 vs. Q4 2024
- Shares held
- 1.58M
- +1.55M (+4,955.9%) vs. Q4 2024
- Total value
- $26.0M
- +$25.8M (+10,131.1%) vs. Q4 2024
- New holders
- 23
- 0 more added
- Sold out
- 0
- 1 more reduced
Compare with Q4 2024: 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 | $172.2M |
| Q1 2026 | 160 | $157.9M |
| Q4 2025 | 146 | $99.7M |
| Q3 2025 | 96 | $65.0M |
| Q2 2025 | 33 | $40.2M |
| Q1 2025 | 25 | $26.0M |
| Q4 2024 | 2 | $254.2K |
| Q3 2024 | 2 | $252.9K |
| Q2 2024 | 2 | $251.0K |
| Q1 2024 | 1 | $70.3K |
| Q4 2023 | 2 | $249.7K |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 1 | $224.5K |
| Q1 2023 | 1 | $225.1K |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 1 | $450.0K |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 1 | $50.0K |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding MSC Income Fund, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ares Management LLC | 520,000 | $8.56M | 0.53% | +520,000 | New |
| Price T Rowe Associates Inc | 313,581 | $5.17M | 0.00% | +313,581 | New |
| BlackRock, Inc. | 185,203 | $3.05M | 0.00% | +185,203 | New |
| Franklin Resources Inc | 130,832 | $2.15M | 0.00% | +130,832 | New |
| U.S. Capital Wealth Advisors, LLC | 88,900 | $1.46M | 0.04% | +88,900 | New |
| Teacher Retirement System of Texas | 64,391 | $1.06M | 0.00% | +64,391 | New |
| Kestra Advisory Services, LLC | 59,731 | $1.01M | 0.00% | +59,731 | New |
| Raymond James Financial Inc | 56,800 | $935.5K | 0.00% | +56,800 | New |
| SageView Advisory Group, LLC | 27,239 | $448.6K | 0.02% | +27,239 | New |
| Virtu Financial LLC | 19,238 | $317.0K | 0.02% | +19,238 | New |
| Goldman Sachs Group Inc | 15,923 | $262.3K | 0.00% | +15,923 | New |
| Buckingham Strategic Partners | 15,367 | $253.1K | 0.00% | +15,367 | New |
| Wealthspire Advisors, LLC | 16,078 | $250.2K | 0.00% | +16,078 | New |
| PVG Asset Management Corp | 14,788 | $243.6K | 1.06% | −14,790−50.0% | Reduced |
| HighTower Advisors, LLC | 13,890 | $228.8K | 0.00% | +13,890 | New |
| Morgan Stanley | 12,381 | $203.9K | 0.00% | +12,381 | New |
| Envestnet Asset Management Inc | 11,311 | $186.3K | 0.00% | +11,311 | New |
| Royal Bank of Canada | 3,195 | $53.0K | 0.00% | +3,195 | New |
| Legacy Wealth Managment, LLC | 2,794 | $46.0K | 0.03% | +2,794 | New |
| Ameriflex Group, Inc. | 1,652 | $27.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,612 | $24.8K | 0.00% | +1,612 | New |
| MAI Capital Management | 1,331 | $21.9K | 0.00% | +1,331 | New |
| Advisor Group Holdings, Inc. | 1,247 | $20.5K | 0.00% | +1,247 | New |
| Tower Research Capital LLC (TRC) | 848 | $14.0K | 0.00% | +848 | New |
| HFM Investment Advisors, LLC | 622 | $9.67K | 0.00% | +622 | New |