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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.

Q3 2025 vs. Q2 2025

How the institutions holding MSC Income Fund, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of MSIF: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders33196+64
Shares2.45M1.39K4.96M+2.51M (+102.5%)
Value$40.2M$22.7K$65.0M+$24.8M (+61.7%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held MSC Income Fund, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to MSIF in Q3 2025
InstitutionSharesValue% of portfolio
CF Capital LLC319,780$4.20M2.58%
Marshall Wace, LLP211,103$2.77M0.00%
Legacy Wealth Managment, LLC140,820$1.85M0.84%
Millennium Management LLC137,414$1.80M0.00%
Cambridge Investment Research Advisors, Inc.126,913$1.67M0.00%
Cetera Investment Advisers105,060$1.38M0.00%
J.W. Cole Advisors, Inc.89,387$1.17M0.02%
Diversify Advisory Services, LLC87,425$1.11M0.04%
Sigma Planning Corp54,971$721.8K0.02%
Rockport Wealth LLC52,752$692.6K0.14%
Riverbridge Partners LLC51,397$674.8K0.01%
Centaurus Financial, Inc.50,776$667.0K0.03%
Merit Financial Group, LLC40,093$526.4K0.00%
Commonwealth Equity Services, LLC34,363$451.0K0.00%
Private Advisor Group, LLC33,730$442.9K0.00%
Flputnam Investment Management Co32,065$421.0K0.01%
Virtus Investment Advisers, Inc.30,158$396.0K0.11%
Almitas Capital LLC30,146$395.8K0.09%
Prime Capital Investment Advisors, LLC28,942$380.0K0.00%
HighPoint Advisor Group LLC26,990$354.4K0.02%
CWM, LLC25,474$334.0K0.00%
Strategic Financial Partners, Ltd.25,156$330.3K0.15%
Wealthcare Advisory Partners LLC23,451$307.9K0.01%
Marex Group plc21,423$281.3K0.00%
Zuckerman Investment Group, LLC20,000$262.6K0.02%
Beacon Financial Advisory LLC19,858$260.7K0.06%
Cooper Financial Group18,692$245.4K0.03%
BOS Asset Management, LLC18,411$241.7K0.07%
Mariner, LLC17,206$225.9K0.00%
Wealth Enhancement Advisory Services, LLC16,494$220.0K0.00%
TCFG Wealth Management, LLC16,799$217.3K0.09%
Perigon Wealth Management, LLC16,376$215.0K0.00%
Creative Planning15,248$200.2K0.00%
Allworth Financial LP14,992$196.8K0.00%
MML Investors Services, LLC13,875$182.2K0.00%
Prospera Financial Services Inc13,767$180.9K0.00%
Verition Fund Management LLC13,549$177.9K0.00%
Brevan Howard Capital Management LP12,800$168.1K0.00%
Summit Financial, LLC12,625$165.8K0.00%
Quaker Wealth Management, LLC12,127$159.2K0.05%
Stratos Wealth Partners, LTD.11,927$156.6K0.00%
Simplicity Wealth,LLC11,889$156.1K0.01%
Foundations Investment Advisors, LLC11,849$155.6K0.00%
Garrett Wealth Advisory Group, LLC11,716$153.8K0.03%
IHT Wealth Management, LLC11,076$145.4K0.00%
Independent Financial Group, LLC10,445$137.1K0.00%
Creekmur Asset Management LLC4,995$65.6K0.01%
IFP Advisors, Inc4,439$58.3K0.00%
Sofos Investments, Inc.3,476$46.3K0.01%
Tanglewood Legacy Advisors, LLC2,913$38.2K0.01%
United Financial Planning Group LLC2,785$36.6K0.02%
TSFG, LLC2,062$27.0K0.00%
Raleigh Capital Management Inc.1,909$25.1K0.01%
Chilton Capital Management LLC1,475$19.4K0.00%
Ameriflex Group, Inc.1,336$17.5K0.01%
GWM Advisors LLC1,242$16.3K0.00%
Golden State Wealth Management, LLC1,241$16.3K0.00%
Wealthspire Advisors, LLC1,156$15.2K0.00%
NBC Securities, Inc.832$10.9K0.00%
Wolff Wiese Magana LLC691$9.07K0.01%
Newbridge Financial Services Group, Inc.689$9.05K0.00%
Larson Financial Group LLC545$7.16K0.00%
Moisand Fitzgerald Tamayo, LLC536$7.04K0.00%
Halbert Hargrove Global Advisors, LLC358$4.70K0.00%
Guerra Advisors Inc358$4.70K0.00%
HFM Investment Advisors, LLC206$2.71K0.00%
Bank of America Corp187$2.46K0.00%
Global Retirement Partners, LLC173$2.27K0.00%

Sold out (4)

Institutions that held MSC Income Fund, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of MSIF in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Price T Rowe Associates Inc163,881$2.69M
Goldman Sachs Group Inc18,000$295.7K
PVG Asset Management Corp14,788$243.0K
Jane Street Group, LLC12,153$199.7K

Not filed for Q3 2025 yet (1)

Institutions that held MSC Income Fund, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSIF in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Financial Gravity Companies, Inc.1,391$22.7K