MSC Income Fund, Inc.
MSIF- Exchange
- NYSE
- SEC CIK
- 0001535778
In the last 90 days, MSC Income Fund, Inc. insiders filed 1 open-market purchase 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 |
|---|---|---|---|---|---|
| HFM Investment Advisors, LLC | 622 | $9.67K | 0.00% | +622 | New |
| Tower Research Capital LLC (TRC) | 848 | $14.0K | 0.00% | +848 | New |
| Advisor Group Holdings, Inc. | 1,247 | $20.5K | 0.00% | +1,247 | New |
| MAI Capital Management | 1,331 | $21.9K | 0.00% | +1,331 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,612 | $24.8K | 0.00% | +1,612 | New |
| Ameriflex Group, Inc. | 1,652 | $27.5K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2,794 | $46.0K | 0.03% | +2,794 | New |
| Royal Bank of Canada | 3,195 | $53.0K | 0.00% | +3,195 | New |
| Envestnet Asset Management Inc | 11,311 | $186.3K | 0.00% | +11,311 | New |
| Morgan Stanley | 12,381 | $203.9K | 0.00% | +12,381 | New |
| HighTower Advisors, LLC | 13,890 | $228.8K | 0.00% | +13,890 | New |
| PVG Asset Management Corp | 14,788 | $243.6K | 1.06% | −14,790−50.0% | Reduced |
| Wealthspire Advisors, LLC | 16,078 | $250.2K | 0.00% | +16,078 | New |
| Buckingham Strategic Partners | 15,367 | $253.1K | 0.00% | +15,367 | New |
| Goldman Sachs Group Inc | 15,923 | $262.3K | 0.00% | +15,923 | New |
| Virtu Financial LLC | 19,238 | $317.0K | 0.02% | +19,238 | New |
| SageView Advisory Group, LLC | 27,239 | $448.6K | 0.02% | +27,239 | New |
| Raymond James Financial Inc | 56,800 | $935.5K | 0.00% | +56,800 | New |
| Kestra Advisory Services, LLC | 59,731 | $1.01M | 0.00% | +59,731 | New |
| Teacher Retirement System of Texas | 64,391 | $1.06M | 0.00% | +64,391 | New |
| U.S. Capital Wealth Advisors, LLC | 88,900 | $1.46M | 0.04% | +88,900 | New |
| Franklin Resources Inc | 130,832 | $2.15M | 0.00% | +130,832 | New |
| BlackRock, Inc. | 185,203 | $3.05M | 0.00% | +185,203 | New |
| Price T Rowe Associates Inc | 313,581 | $5.17M | 0.00% | +313,581 | New |
| Ares Management LLC | 520,000 | $8.56M | 0.53% | +520,000 | New |