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, Q3 2025
Institutional positions in MSC Income Fund, Inc. as of Sep 30, 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
- 96
- +65 vs. Q2 2025
- Shares held
- 4.96M
- +2.52M (+103.8%) vs. Q2 2025
- Total value
- $65.0M
- +$25.0M (+62.6%) vs. Q2 2025
- New holders
- 68
- 21 more added
- Sold out
- 3
- 4 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 | 32 | $40.0M |
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding MSC Income Fund, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 1,138,543 | $14.9M | 1.97% | +78,136+7.4% | Added |
| Ares Management LLC | 408,393 | $5.36M | 0.25% | 00.0% | Unchanged |
| BlackRock, Inc. | 325,627 | $4.28M | 0.00% | +77,531+31.3% | Added |
| CF Capital LLC | 319,780 | $4.20M | 2.58% | +319,780 | New |
| Franklin Resources Inc | 309,581 | $4.06M | 0.00% | +155,847+101.4% | Added |
| Marshall Wace, LLP | 211,103 | $2.77M | 0.00% | +211,103 | New |
| LPL Financial LLC | 156,641 | $2.06M | 0.00% | +142,232+987.1% | Added |
| Legacy Wealth Managment, LLC | 140,820 | $1.85M | 0.84% | +140,820 | New |
| Millennium Management LLC | 137,414 | $1.80M | 0.00% | +137,414 | New |
| Cambridge Investment Research Advisors, Inc. | 126,913 | $1.67M | 0.00% | +126,913 | New |
| U.S. Capital Wealth Advisors, LLC | 110,339 | $1.45M | 0.04% | +3,345+3.1% | Added |
| Cetera Investment Advisers | 105,060 | $1.38M | 0.00% | +105,060 | New |
| J.W. Cole Advisors, Inc. | 89,387 | $1.17M | 0.02% | +89,387 | New |
| Diversify Advisory Services, LLC | 87,425 | $1.11M | 0.04% | +87,425 | New |
| Advisor Group Holdings, Inc. | 57,812 | $769.6K | 0.00% | +56,565+4,536.1% | Added |
| Sigma Planning Corp | 54,971 | $721.8K | 0.02% | +54,971 | New |
| Rockport Wealth LLC | 52,752 | $692.6K | 0.14% | +52,752 | New |
| Riverbridge Partners LLC | 51,397 | $674.8K | 0.01% | +51,397 | New |
| Centaurus Financial, Inc. | 50,776 | $667.0K | 0.03% | +50,776 | New |
| Kestra Advisory Services, LLC | 42,915 | $563.5K | 0.00% | −12,049−21.9% | Reduced |
| Merit Financial Group, LLC | 40,093 | $526.4K | 0.00% | +40,093 | New |
| Buckingham Strategic Partners | 41,284 | $490.0K | 0.01% | +24,225+142.0% | Added |
| Commonwealth Equity Services, LLC | 34,363 | $451.0K | 0.00% | +34,363 | New |
| SageView Advisory Group, LLC | 33,932 | $445.5K | 0.02% | +6,693+24.6% | Added |
| Private Advisor Group, LLC | 33,730 | $442.9K | 0.00% | +33,730 | New |
| Joel Isaacson & Co., LLC | 32,500 | $426.7K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 32,065 | $421.0K | 0.01% | +32,065 | New |
| Virtus Investment Advisers, Inc. | 30,158 | $396.0K | 0.11% | +30,158 | New |
| Almitas Capital LLC | 30,146 | $395.8K | 0.09% | +30,146 | New |
| Prime Capital Investment Advisors, LLC | 28,942 | $380.0K | 0.00% | +28,942 | New |
| Royal Bank of Canada | 27,998 | $368.0K | 0.00% | +24,467+692.9% | Added |
| HighPoint Advisor Group LLC | 26,990 | $354.4K | 0.02% | +26,990 | New |
| CWM, LLC | 25,474 | $334.0K | 0.00% | +25,474 | New |
| Strategic Financial Partners, Ltd. | 25,156 | $330.3K | 0.15% | +25,156 | New |
| Harbour Investments, Inc. | 25,090 | $329.4K | 0.01% | +24,090+2,409.0% | Added |
| Wealthcare Advisory Partners LLC | 23,451 | $307.9K | 0.01% | +23,451 | New |
| UBS Group AG | 22,843 | $299.9K | 0.00% | +21,156+1,254.1% | Added |
| Marex Group plc | 21,423 | $281.3K | 0.00% | +21,423 | New |
| Zuckerman Investment Group, LLC | 20,000 | $262.6K | 0.02% | +20,000 | New |
| Beacon Financial Advisory LLC | 19,858 | $260.7K | 0.06% | +19,858 | New |
| Envestnet Asset Management Inc | 19,387 | $254.6K | 0.00% | +6,503+50.5% | Added |
| Cooper Financial Group | 18,692 | $245.4K | 0.03% | +18,692 | New |
| BOS Asset Management, LLC | 18,411 | $241.7K | 0.07% | +18,411 | New |
| Mariner, LLC | 17,206 | $225.9K | 0.00% | +17,206 | New |
| Wealth Enhancement Advisory Services, LLC | 16,494 | $220.0K | 0.00% | +16,494 | New |
| TCFG Wealth Management, LLC | 16,799 | $217.3K | 0.09% | +16,799 | New |
| Perigon Wealth Management, LLC | 16,376 | $215.0K | 0.00% | +16,376 | New |
| Creative Planning | 15,248 | $200.2K | 0.00% | +15,248 | New |
| Allworth Financial LP | 14,992 | $196.8K | 0.00% | +14,992 | New |
| Raymond James Financial Inc | 14,964 | $196.5K | 0.00% | −17,836−54.4% | Reduced |
| Morgan Stanley | 14,664 | $192.5K | 0.00% | +4,215+40.3% | Added |
| MML Investors Services, LLC | 13,875 | $182.2K | 0.00% | +13,875 | New |
| Prospera Financial Services Inc | 13,767 | $180.9K | 0.00% | +13,767 | New |
| Verition Fund Management LLC | 13,549 | $177.9K | 0.00% | +13,549 | New |
| Brevan Howard Capital Management LP | 12,800 | $168.1K | 0.00% | +12,800 | New |
| Summit Financial, LLC | 12,625 | $165.8K | 0.00% | +12,625 | New |
| Confluence Investment Management LLC | 12,131 | $159.3K | 0.00% | +1,529+14.4% | Added |
| Quaker Wealth Management, LLC | 12,127 | $159.2K | 0.05% | +12,127 | New |
| Stratos Wealth Partners, LTD. | 11,927 | $156.6K | 0.00% | +11,927 | New |
| Simplicity Wealth,LLC | 11,889 | $156.1K | 0.01% | +11,889 | New |
| Foundations Investment Advisors, LLC | 11,849 | $155.6K | 0.00% | +11,849 | New |
| HighTower Advisors, LLC | 11,747 | $154.3K | 0.00% | −3,235−21.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 11,716 | $153.8K | 0.03% | +11,716 | New |
| IHT Wealth Management, LLC | 11,076 | $145.4K | 0.00% | +11,076 | New |
| Independent Financial Group, LLC | 10,445 | $137.1K | 0.00% | +10,445 | New |
| Acadian Asset Management LLC | 5,262 | $69.0K | 0.00% | −18,192−77.6% | Reduced |
| Creekmur Asset Management LLC | 4,995 | $65.6K | 0.01% | +4,995 | New |
| IFP Advisors, Inc | 4,439 | $58.3K | 0.00% | +4,439 | New |
| Sofos Investments, Inc. | 3,476 | $46.3K | 0.01% | +3,476 | New |
| Private Trust Co NA | 3,146 | $41.3K | 0.00% | +2,757+708.7% | Added |
| Tanglewood Legacy Advisors, LLC | 2,913 | $38.2K | 0.01% | +2,913 | New |
| United Financial Planning Group LLC | 2,785 | $36.6K | 0.02% | +2,785 | New |
| CX Institutional | 2,623 | $34.0K | 0.00% | +2,038+348.4% | Added |
| MAI Capital Management | 2,060 | $27.0K | 0.00% | +729+54.8% | Added |
| TSFG, LLC | 2,062 | $27.0K | 0.00% | +2,062 | New |
| Raleigh Capital Management Inc. | 1,909 | $25.1K | 0.01% | +1,909 | New |
| GPS Wealth Strategies Group, LLC | 1,764 | $23.2K | 0.00% | +1,546+709.2% | Added |
| Chilton Capital Management LLC | 1,475 | $19.4K | 0.00% | +1,475 | New |
| Ameriflex Group, Inc. | 1,336 | $17.5K | 0.01% | +1,336 | New |
| GWM Advisors LLC | 1,242 | $16.3K | 0.00% | +1,242 | New |
| Golden State Wealth Management, LLC | 1,241 | $16.3K | 0.00% | +1,241 | New |
| Wealthspire Advisors, LLC | 1,156 | $15.2K | 0.00% | +1,156 | New |
| Wells Fargo & Company | 1,155 | $15.2K | 0.00% | +1,154+115,400.0% | Added |
| NBC Securities, Inc. | 832 | $10.9K | 0.00% | +832 | New |
| Wolff Wiese Magana LLC | 691 | $9.07K | 0.01% | +691 | New |
| Newbridge Financial Services Group, Inc. | 689 | $9.05K | 0.00% | +689 | New |
| Tower Research Capital LLC (TRC) | 577 | $7.58K | 0.00% | +277+92.3% | Added |
| Larson Financial Group LLC | 545 | $7.16K | 0.00% | +545 | New |
| Moisand Fitzgerald Tamayo, LLC | 536 | $7.04K | 0.00% | +536 | New |
| Halbert Hargrove Global Advisors, LLC | 358 | $4.70K | 0.00% | +358 | New |
| Guerra Advisors Inc | 358 | $4.70K | 0.00% | +358 | New |
| HFM Investment Advisors, LLC | 206 | $2.71K | 0.00% | +206 | New |
| Bank of America Corp | 187 | $2.46K | 0.00% | +187 | New |
| Global Retirement Partners, LLC | 173 | $2.27K | 0.00% | +173 | New |
| HHM Wealth Advisors, LLC | 128 | $1.68K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 26 | $336 | 0.00% | +1+4.0% | Added |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −163,881−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,153−100.0% | Sold out |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |