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, 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
- +64 vs. Q2 2025
- Shares held
- 4.96M
- +2.51M (+102.5%) vs. Q2 2025
- Total value
- $65.0M
- +$24.8M (+61.7%) vs. Q2 2025
- New holders
- 68
- 21 more added
- Sold out
- 4
- 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 | 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, 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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 26 | $336 | 0.00% | +1+4.0% | Added |
| HHM Wealth Advisors, LLC | 128 | $1.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 173 | $2.27K | 0.00% | +173 | New |
| Bank of America Corp | 187 | $2.46K | 0.00% | +187 | New |
| HFM Investment Advisors, LLC | 206 | $2.71K | 0.00% | +206 | New |
| Halbert Hargrove Global Advisors, LLC | 358 | $4.70K | 0.00% | +358 | New |
| Guerra Advisors Inc | 358 | $4.70K | 0.00% | +358 | New |
| Moisand Fitzgerald Tamayo, LLC | 536 | $7.04K | 0.00% | +536 | New |
| Larson Financial Group LLC | 545 | $7.16K | 0.00% | +545 | New |
| Tower Research Capital LLC (TRC) | 577 | $7.58K | 0.00% | +277+92.3% | Added |
| Newbridge Financial Services Group, Inc. | 689 | $9.05K | 0.00% | +689 | New |
| Wolff Wiese Magana LLC | 691 | $9.07K | 0.01% | +691 | New |
| NBC Securities, Inc. | 832 | $10.9K | 0.00% | +832 | New |
| Wells Fargo & Company | 1,155 | $15.2K | 0.00% | +1,154+115,400.0% | Added |
| Wealthspire Advisors, LLC | 1,156 | $15.2K | 0.00% | +1,156 | New |
| Golden State Wealth Management, LLC | 1,241 | $16.3K | 0.00% | +1,241 | New |
| GWM Advisors LLC | 1,242 | $16.3K | 0.00% | +1,242 | New |
| Ameriflex Group, Inc. | 1,336 | $17.5K | 0.01% | +1,336 | New |
| Chilton Capital Management LLC | 1,475 | $19.4K | 0.00% | +1,475 | New |
| GPS Wealth Strategies Group, LLC | 1,764 | $23.2K | 0.00% | +1,546+709.2% | Added |
| Raleigh Capital Management Inc. | 1,909 | $25.1K | 0.01% | +1,909 | New |
| TSFG, LLC | 2,062 | $27.0K | 0.00% | +2,062 | New |
| MAI Capital Management | 2,060 | $27.0K | 0.00% | +729+54.8% | Added |
| CX Institutional | 2,623 | $34.0K | 0.00% | +2,038+348.4% | Added |
| United Financial Planning Group LLC | 2,785 | $36.6K | 0.02% | +2,785 | New |
| Tanglewood Legacy Advisors, LLC | 2,913 | $38.2K | 0.01% | +2,913 | New |
| Private Trust Co NA | 3,146 | $41.3K | 0.00% | +2,757+708.7% | Added |
| Sofos Investments, Inc. | 3,476 | $46.3K | 0.01% | +3,476 | New |
| IFP Advisors, Inc | 4,439 | $58.3K | 0.00% | +4,439 | New |
| Creekmur Asset Management LLC | 4,995 | $65.6K | 0.01% | +4,995 | New |
| Acadian Asset Management LLC | 5,262 | $69.0K | 0.00% | −18,192−77.6% | Reduced |
| Independent Financial Group, LLC | 10,445 | $137.1K | 0.00% | +10,445 | New |
| IHT Wealth Management, LLC | 11,076 | $145.4K | 0.00% | +11,076 | New |
| Garrett Wealth Advisory Group, LLC | 11,716 | $153.8K | 0.03% | +11,716 | New |
| HighTower Advisors, LLC | 11,747 | $154.3K | 0.00% | −3,235−21.6% | Reduced |
| Foundations Investment Advisors, LLC | 11,849 | $155.6K | 0.00% | +11,849 | New |
| Simplicity Wealth,LLC | 11,889 | $156.1K | 0.01% | +11,889 | New |
| Stratos Wealth Partners, LTD. | 11,927 | $156.6K | 0.00% | +11,927 | New |
| Quaker Wealth Management, LLC | 12,127 | $159.2K | 0.05% | +12,127 | New |
| Confluence Investment Management LLC | 12,131 | $159.3K | 0.00% | +1,529+14.4% | Added |
| Summit Financial, LLC | 12,625 | $165.8K | 0.00% | +12,625 | New |
| Brevan Howard Capital Management LP | 12,800 | $168.1K | 0.00% | +12,800 | New |
| Verition Fund Management LLC | 13,549 | $177.9K | 0.00% | +13,549 | New |
| Prospera Financial Services Inc | 13,767 | $180.9K | 0.00% | +13,767 | New |
| MML Investors Services, LLC | 13,875 | $182.2K | 0.00% | +13,875 | New |
| Morgan Stanley | 14,664 | $192.5K | 0.00% | +4,215+40.3% | Added |
| Raymond James Financial Inc | 14,964 | $196.5K | 0.00% | −17,836−54.4% | Reduced |
| Allworth Financial LP | 14,992 | $196.8K | 0.00% | +14,992 | New |
| Creative Planning | 15,248 | $200.2K | 0.00% | +15,248 | New |
| Perigon Wealth Management, LLC | 16,376 | $215.0K | 0.00% | +16,376 | New |
| TCFG Wealth Management, LLC | 16,799 | $217.3K | 0.09% | +16,799 | New |
| Wealth Enhancement Advisory Services, LLC | 16,494 | $220.0K | 0.00% | +16,494 | New |
| Mariner, LLC | 17,206 | $225.9K | 0.00% | +17,206 | New |
| BOS Asset Management, LLC | 18,411 | $241.7K | 0.07% | +18,411 | New |
| Cooper Financial Group | 18,692 | $245.4K | 0.03% | +18,692 | New |
| Envestnet Asset Management Inc | 19,387 | $254.6K | 0.00% | +6,503+50.5% | Added |
| Beacon Financial Advisory LLC | 19,858 | $260.7K | 0.06% | +19,858 | New |
| Zuckerman Investment Group, LLC | 20,000 | $262.6K | 0.02% | +20,000 | New |
| Marex Group plc | 21,423 | $281.3K | 0.00% | +21,423 | New |
| UBS Group AG | 22,843 | $299.9K | 0.00% | +21,156+1,254.1% | Added |
| Wealthcare Advisory Partners LLC | 23,451 | $307.9K | 0.01% | +23,451 | New |
| Harbour Investments, Inc. | 25,090 | $329.4K | 0.01% | +24,090+2,409.0% | Added |
| Strategic Financial Partners, Ltd. | 25,156 | $330.3K | 0.15% | +25,156 | New |
| CWM, LLC | 25,474 | $334.0K | 0.00% | +25,474 | New |
| HighPoint Advisor Group LLC | 26,990 | $354.4K | 0.02% | +26,990 | New |
| Royal Bank of Canada | 27,998 | $368.0K | 0.00% | +24,467+692.9% | Added |
| Prime Capital Investment Advisors, LLC | 28,942 | $380.0K | 0.00% | +28,942 | New |
| Almitas Capital LLC | 30,146 | $395.8K | 0.09% | +30,146 | New |
| Virtus Investment Advisers, Inc. | 30,158 | $396.0K | 0.11% | +30,158 | New |
| Flputnam Investment Management Co | 32,065 | $421.0K | 0.01% | +32,065 | New |
| Joel Isaacson & Co., LLC | 32,500 | $426.7K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 33,730 | $442.9K | 0.00% | +33,730 | New |
| SageView Advisory Group, LLC | 33,932 | $445.5K | 0.02% | +6,693+24.6% | Added |
| Commonwealth Equity Services, LLC | 34,363 | $451.0K | 0.00% | +34,363 | New |
| Buckingham Strategic Partners | 41,284 | $490.0K | 0.01% | +24,225+142.0% | Added |
| Merit Financial Group, LLC | 40,093 | $526.4K | 0.00% | +40,093 | New |
| Kestra Advisory Services, LLC | 42,915 | $563.5K | 0.00% | −12,049−21.9% | Reduced |
| Centaurus Financial, Inc. | 50,776 | $667.0K | 0.03% | +50,776 | New |
| Riverbridge Partners LLC | 51,397 | $674.8K | 0.01% | +51,397 | New |
| Rockport Wealth LLC | 52,752 | $692.6K | 0.14% | +52,752 | New |
| Sigma Planning Corp | 54,971 | $721.8K | 0.02% | +54,971 | New |
| Advisor Group Holdings, Inc. | 57,812 | $769.6K | 0.00% | +56,565+4,536.1% | Added |
| Diversify Advisory Services, LLC | 87,425 | $1.11M | 0.04% | +87,425 | New |
| J.W. Cole Advisors, Inc. | 89,387 | $1.17M | 0.02% | +89,387 | New |
| Cetera Investment Advisers | 105,060 | $1.38M | 0.00% | +105,060 | New |
| U.S. Capital Wealth Advisors, LLC | 110,339 | $1.45M | 0.04% | +3,345+3.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 126,913 | $1.67M | 0.00% | +126,913 | New |
| Millennium Management LLC | 137,414 | $1.80M | 0.00% | +137,414 | New |
| Legacy Wealth Managment, LLC | 140,820 | $1.85M | 0.84% | +140,820 | New |
| LPL Financial LLC | 156,641 | $2.06M | 0.00% | +142,232+987.1% | Added |
| Marshall Wace, LLP | 211,103 | $2.77M | 0.00% | +211,103 | New |
| Franklin Resources Inc | 309,581 | $4.06M | 0.00% | +155,847+101.4% | Added |
| CF Capital LLC | 319,780 | $4.20M | 2.58% | +319,780 | New |
| BlackRock, Inc. | 325,627 | $4.28M | 0.00% | +77,531+31.3% | Added |
| Ares Management LLC | 408,393 | $5.36M | 0.25% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,138,543 | $14.9M | 1.97% | +78,136+7.4% | 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 |
| PVG Asset Management Corp | 0 | $0 | 0.00% | −14,788−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,153−100.0% | Sold out |