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 $175.4M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in MSC Income Fund, Inc. as of Dec 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
- 146
- +52 vs. Q3 2025
- Shares held
- 7.58M
- +2.63M (+53.1%) vs. Q3 2025
- Total value
- $99.7M
- +$34.7M (+53.4%) vs. Q3 2025
- New holders
- 69
- 65 more added
- Sold out
- 17
- 10 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $175.4M |
| Q1 2026 | 160 | $157.9M |
| Q4 2025 | 146 | $99.7M |
| Q3 2025 | 96 | $65.4M |
| Q2 2025 | 32 | $40.1M |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding MSC Income Fund, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ares Management LLC | 588,251 | $7.73M | 0.44% | +179,858+44.0% | Added |
| CF Capital LLC | 501,678 | $6.59M | 3.27% | +181,898+56.9% | Added |
| Millennium Management LLC | 452,229 | $5.94M | 0.00% | +314,815+229.1% | Added |
| Franklin Resources Inc | 417,667 | $5.49M | 0.00% | +108,086+34.9% | Added |
| Marshall Wace, LLP | 354,348 | $4.66M | 0.00% | +143,245+67.9% | Added |
| Two Sigma Investments, LP | 341,549 | $4.49M | 0.01% | +341,549 | New |
| BlackRock, Inc. | 330,919 | $4.35M | 0.00% | +5,292+1.6% | Added |
| LPL Financial LLC | 274,559 | $3.61M | 0.00% | +117,918+75.3% | Added |
| Jane Street Group, LLC | 272,794 | $3.58M | 0.00% | +272,794 | New |
| Cambridge Investment Research Advisors, Inc. | 209,619 | $2.75M | 0.01% | +82,706+65.2% | Added |
| Two Sigma Advisers, LP | 184,400 | $2.42M | 0.00% | +184,400 | New |
| Cetera Investment Advisers | 166,675 | $2.19M | 0.00% | +61,615+58.6% | Added |
| J.W. Cole Advisors, Inc. | 167,387 | $2.18M | 0.05% | +78,000+87.3% | Added |
| Citadel Advisors LLC | 148,592 | $1.95M | 0.00% | +148,592 | New |
| Legacy Wealth Managment, LLC | 134,407 | $1.77M | 0.85% | −6,413−4.6% | Reduced |
| Sigma Planning Corp | 133,692 | $1.75M | 0.05% | +78,721+143.2% | Added |
| Centaurus Financial, Inc. | 123,565 | $1.62M | 0.07% | +72,789+143.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 110,459 | $1.45M | 0.04% | +120+0.1% | Added |
| Riverbridge Partners LLC | 105,713 | $1.39M | 0.03% | +54,316+105.7% | Added |
| Advisor Group Holdings, Inc. | 93,489 | $1.23M | 0.00% | +35,677+61.7% | Added |
| Arkadios Wealth Advisors | 91,196 | $1.20M | 0.02% | +91,196 | New |
| Diversify Advisory Services, LLC | 91,423 | $1.20M | 0.04% | +3,998+4.6% | Added |
| Merit Financial Group, LLC | 73,937 | $971.5K | 0.01% | +33,844+84.4% | Added |
| Rockport Wealth LLC | 72,660 | $954.8K | 0.19% | +19,908+37.7% | Added |
| Clayton Partners LLC | 69,286 | $910.4K | 0.66% | +69,286 | New |
| Trexquant Investment LP | 66,040 | $867.8K | 0.01% | +66,040 | New |
| Commonwealth Equity Services, LLC | 63,869 | $839.2K | 0.00% | +29,506+85.9% | Added |
| Prime Capital Investment Advisors, LLC | 57,548 | $756.2K | 0.01% | +28,606+98.8% | Added |
| Captrust Financial Advisors | 54,482 | $715.9K | 0.00% | +54,482 | New |
| CWM, LLC | 53,640 | $705.0K | 0.00% | +28,166+110.6% | Added |
| HighPoint Advisor Group LLC | 50,858 | $668.3K | 0.01% | +23,868+88.4% | Added |
| Susquehanna International Group, LLP | 49,583 | $651.5K | 0.00% | +49,583 | New |
| XTX Topco Ltd | 48,488 | $637.1K | 0.02% | +48,488 | New |
| Harbour Investments, Inc. | 45,874 | $602.8K | 0.01% | +20,784+82.8% | Added |
| SageView Advisory Group, LLC | 39,287 | $516.2K | 0.02% | +5,355+15.8% | Added |
| Wealthcare Advisory Partners LLC | 38,970 | $512.1K | 0.01% | +15,519+66.2% | Added |
| Strategic Financial Partners, Ltd. | 38,711 | $508.7K | 0.22% | +13,555+53.9% | Added |
| First Financial Bankshares Inc | 38,435 | $505.0K | 0.01% | +38,435 | New |
| BOS Asset Management, LLC | 36,850 | $484.2K | 0.13% | +18,439+100.2% | Added |
| Marex Group plc | 36,700 | $482.2K | 0.01% | +15,277+71.3% | Added |
| Virtus Investment Advisers, Inc. | 36,531 | $480.0K | 0.13% | +6,373+21.1% | Added |
| Qube Research & Technologies Ltd | 36,323 | $477.3K | 0.00% | +36,323 | New |
| Allworth Financial LP | 34,562 | $454.1K | 0.00% | +19,570+130.5% | Added |
| Mariner, LLC | 34,324 | $451.0K | 0.00% | +17,118+99.5% | Added |
| Acorn Financial Advisory Services Inc | 33,480 | $439.9K | 0.06% | +33,480 | New |
| Joel Isaacson & Co., LLC | 32,500 | $427.1K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 32,080 | $421.5K | 0.01% | +32,080 | New |
| Private Advisor Group, LLC | 31,026 | $407.7K | 0.00% | −2,704−8.0% | Reduced |
| Perigon Wealth Management, LLC | 30,205 | $396.9K | 0.01% | +13,829+84.4% | Added |
| PharVision Advisers, LLC | 29,601 | $389.0K | 0.20% | +29,601 | New |
| Triumph Capital Management | 28,625 | $376.1K | 0.08% | +28,625 | New |
| Prospera Financial Services Inc | 27,070 | $355.8K | 0.01% | +13,303+96.6% | Added |
| Quadrature Capital Ltd | 26,580 | $349.3K | 0.00% | +26,580 | New |
| Kestra Advisory Services, LLC | 26,539 | $348.7K | 0.00% | −16,376−38.2% | Reduced |
| Farther Finance Advisors, LLC | 26,439 | $347.4K | 0.00% | +26,439 | New |
| Brevan Howard Capital Management LP | 26,290 | $345.5K | 0.01% | +13,490+105.4% | Added |
| Stratos Wealth Partners, LTD. | 25,453 | $334.5K | 0.00% | +13,526+113.4% | Added |
| Confluence Investment Management LLC | 25,157 | $330.6K | 0.00% | +13,026+107.4% | Added |
| Raymond James Financial Inc | 25,097 | $329.8K | 0.00% | +10,133+67.7% | Added |
| Concurrent Investment Advisors, LLC | 23,891 | $326.7K | 0.00% | +23,891 | New |
| VARCOV Co. | 24,743 | $325.1K | 0.13% | +24,743 | New |
| WCG Wealth Advisors LLC | 24,042 | $315.9K | 0.01% | +24,042 | New |
| Garrett Wealth Advisory Group, LLC | 23,443 | $308.0K | 0.06% | +11,727+100.1% | Added |
| Creative Planning | 23,347 | $306.8K | 0.00% | +8,099+53.1% | Added |
| Independent Financial Group, LLC | 22,961 | $301.7K | 0.01% | +12,516+119.8% | Added |
| IHT Wealth Management, LLC | 22,586 | $296.8K | 0.01% | +11,510+103.9% | Added |
| MML Investors Services, LLC | 21,889 | $287.6K | 0.00% | +8,014+57.8% | Added |
| Morgan Stanley | 21,532 | $282.9K | 0.00% | +6,868+46.8% | Added |
| Simplicity Wealth,LLC | 21,358 | $280.6K | 0.02% | +9,469+79.6% | Added |
| Quaker Wealth Management, LLC | 21,325 | $280.2K | 0.09% | +9,198+75.8% | Added |
| Advisors Capital Management, LLC | 19,886 | $261.3K | 0.00% | +19,886 | New |
| Shepherd Financial Partners LLC | 18,858 | $247.8K | 0.02% | +18,858 | New |
| Royal Bank of Canada | 18,523 | $243.0K | 0.00% | −9,475−33.8% | Reduced |
| Summit Financial, LLC | 17,596 | $237.5K | 0.00% | +4,971+39.4% | Added |
| Onyx Bridge Wealth Group LLC | 17,987 | $236.3K | 0.03% | +17,987 | New |
| Aviso Wealth Management | 17,072 | $224.3K | 0.09% | +17,072 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 16,801 | $220.8K | 0.07% | +16,801 | New |
| Meridian Investment Counsel Inc. | 16,250 | $213.5K | 0.05% | +16,250 | New |
| CX Institutional | 16,241 | $213.0K | 0.01% | +13,618+519.2% | Added |
| Childress Capital Advisors, LLC | 15,679 | $206.0K | 0.03% | +15,679 | New |
| BNP Paribas Arbitrage, SA | 15,296 | $201.0K | 0.00% | +15,296 | New |
| TCFG Wealth Management, LLC | 14,825 | $194.9K | 0.08% | −1,974−11.8% | Reduced |
| Advisory Alpha, LLC | 14,199 | $186.6K | 0.01% | +14,199 | New |
| Csenge Advisory Group | 13,959 | $183.4K | 0.01% | +13,959 | New |
| Ameriprise Financial Inc | 13,622 | $179.0K | 0.00% | +13,622 | New |
| Virtu Financial LLC | 12,982 | $171.0K | 0.01% | +12,982 | New |
| PFG Investments, LLC | 12,863 | $169.0K | 0.01% | +12,863 | New |
| Brookstone Capital Management | 12,547 | $164.9K | 0.00% | +12,547 | New |
| D. E. Shaw & Co., Inc. | 12,439 | $163.4K | 0.00% | +12,439 | New |
| Armis Advisers, LLC | 12,336 | $163.1K | 0.02% | +12,336 | New |
| CoreCap Advisors, LLC | 12,335 | $162.1K | 0.01% | +12,335 | New |
| WealthPlan Investment Management, LLC | 12,137 | $159.5K | 0.01% | +12,137 | New |
| Quantbot Technologies LP | 12,088 | $158.8K | 0.01% | +12,088 | New |
| Carmel Capital Partners, LLC | 11,863 | $155.9K | 0.05% | +11,863 | New |
| Harvest Investment Services, LLC | 11,658 | $153.2K | 0.03% | +11,658 | New |
| Princeton Global Asset Management LLC | 11,506 | $151.2K | 0.02% | +11,506 | New |
| BridgePort Financial Solutions, LLC | 11,339 | $149.0K | 0.04% | +11,339 | New |
| Ignite Planners, LLC | 10,902 | $144.3K | 0.02% | +10,902 | New |
| Integrated Advisors Network LLC | 10,862 | $142.7K | 0.01% | +10,862 | New |
| Money Concepts Capital Corp | 10,658 | $140.0K | 0.01% | +10,658 | New |