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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Wealth Watch Advisors, INC | 2 | $26 | 0.00% | +2 | New |
| Archer Investment Corp | 26 | $346 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $1.31K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 178 | $2.34K | 0.00% | +178 | New |
| Kozak & Associates, Inc. | 186 | $2.45K | 0.00% | +186 | New |
| Valley National Advisers Inc | 301 | $3.00K | 0.00% | +301 | New |
| Tower Research Capital LLC (TRC) | 264 | $3.47K | 0.00% | −313−54.2% | Reduced |
| Bank of America Corp | 374 | $4.91K | 0.00% | +187+100.0% | Added |
| HFM Investment Advisors, LLC | 413 | $5.43K | 0.00% | +207+100.5% | Added |
| Capital Analysts, LLC | 546 | $7.00K | 0.00% | +546 | New |
| Fifth Third Bancorp | 611 | $8.03K | 0.00% | +611 | New |
| Steward Partners Investment Advisory, LLC | 648 | $8.52K | 0.00% | +648 | New |
| Halbert Hargrove Global Advisors, LLC | 716 | $9.41K | 0.00% | +358+100.0% | Added |
| Garton & Associates Financial Advisors LLC | 854 | $11.2K | 0.01% | +854 | New |
| Trust Co | 855 | $11.2K | 0.00% | +855 | New |
| UBS Group AG | 997 | $13.1K | 0.00% | −21,846−95.6% | Reduced |
| Gen-Wealth Partners Inc | 1,030 | $13.5K | 0.00% | +1,030 | New |
| Silicon Valley Capital Partners | 1,157 | $15.2K | 0.00% | +1,157 | New |
| Ameriflex Group, Inc. | 1,219 | $16.0K | 0.01% | −117−8.8% | Reduced |
| International Assets Investment Management, LLC | 1,222 | $16.1K | 0.00% | +1,222 | New |
| Sofos Investments, Inc. | 1,346 | $17.7K | 0.00% | −2,130−61.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,380 | $18.1K | 0.00% | +691+100.3% | Added |
| Wolff Wiese Magana LLC | 1,383 | $18.2K | 0.01% | +692+100.1% | Added |
| Essential Investment Partners LLC | 1,454 | $19.1K | 0.02% | +1,454 | New |
| Aventus Investment Advisors, Inc. | 1,614 | $21.2K | 0.02% | +1,614 | New |
| NBC Securities, Inc. | 1,666 | $21.9K | 0.00% | +834+100.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,666 | $21.9K | 0.00% | +1,666 | New |
| Larson Financial Group LLC | 1,693 | $22.2K | 0.00% | +1,148+210.6% | Added |
| Wells Fargo & Company | 1,840 | $24.2K | 0.00% | +685+59.3% | Added |
| JPMorgan Chase & Co | 1,990 | $26.1K | 0.00% | +1,990 | New |
| Quarry LP | 2,010 | $26.4K | 0.00% | +2,010 | New |
| GWM Advisors LLC | 2,505 | $32.9K | 0.00% | +1,263+101.7% | Added |
| MAI Capital Management | 2,676 | $35.2K | 0.00% | +616+29.9% | Added |
| Chilton Capital Management LLC | 2,953 | $38.8K | 0.00% | +1,478+100.2% | Added |
| TSFG, LLC | 3,294 | $43.0K | 0.01% | +1,232+59.7% | Added |
| Raleigh Capital Management Inc. | 3,762 | $49.4K | 0.02% | +1,853+97.1% | Added |
| Aquatic Capital Management LLC | 3,895 | $51.2K | 0.00% | +3,895 | New |
| Sound Income Strategies, LLC | 3,932 | $51.4K | 0.00% | +3,932 | New |
| Global Retirement Partners, LLC | 3,938 | $51.7K | 0.00% | +3,765+2,176.3% | Added |
| Golden State Wealth Management, LLC | 4,211 | $55.3K | 0.01% | +2,970+239.3% | Added |
| Tanglewood Legacy Advisors, LLC | 5,831 | $76.6K | 0.03% | +2,918+100.2% | Added |
| Private Trust Co NA | 6,265 | $82.3K | 0.01% | +3,119+99.1% | Added |
| IFP Advisors, Inc | 6,328 | $83.2K | 0.00% | +1,889+42.6% | Added |
| Foundations Investment Advisors, LLC | 10,092 | $132.6K | 0.00% | −1,757−14.8% | Reduced |
| Colony Group, LLC | 10,398 | $136.6K | 0.00% | +10,398 | New |
| Global Assets Advisory, LLC | 10,456 | $137.4K | 0.04% | +10,456 | New |
| Money Concepts Capital Corp | 10,658 | $140.0K | 0.01% | +10,658 | New |
| Integrated Advisors Network LLC | 10,862 | $142.7K | 0.01% | +10,862 | New |
| Ignite Planners, LLC | 10,902 | $144.3K | 0.02% | +10,902 | New |
| BridgePort Financial Solutions, LLC | 11,339 | $149.0K | 0.04% | +11,339 | New |
| Princeton Global Asset Management LLC | 11,506 | $151.2K | 0.02% | +11,506 | New |
| Harvest Investment Services, LLC | 11,658 | $153.2K | 0.03% | +11,658 | New |
| Carmel Capital Partners, LLC | 11,863 | $155.9K | 0.05% | +11,863 | New |
| Quantbot Technologies LP | 12,088 | $158.8K | 0.01% | +12,088 | New |
| WealthPlan Investment Management, LLC | 12,137 | $159.5K | 0.01% | +12,137 | New |
| CoreCap Advisors, LLC | 12,335 | $162.1K | 0.01% | +12,335 | New |
| Armis Advisers, LLC | 12,336 | $163.1K | 0.02% | +12,336 | New |
| D. E. Shaw & Co., Inc. | 12,439 | $163.4K | 0.00% | +12,439 | New |
| Brookstone Capital Management | 12,547 | $164.9K | 0.00% | +12,547 | New |
| PFG Investments, LLC | 12,863 | $169.0K | 0.01% | +12,863 | New |
| Virtu Financial LLC | 12,982 | $171.0K | 0.01% | +12,982 | New |
| Ameriprise Financial Inc | 13,622 | $179.0K | 0.00% | +13,622 | New |
| Csenge Advisory Group | 13,959 | $183.4K | 0.01% | +13,959 | New |
| Advisory Alpha, LLC | 14,199 | $186.6K | 0.01% | +14,199 | New |
| TCFG Wealth Management, LLC | 14,825 | $194.9K | 0.08% | −1,974−11.8% | Reduced |
| BNP Paribas Arbitrage, SA | 15,296 | $201.0K | 0.00% | +15,296 | New |
| Childress Capital Advisors, LLC | 15,679 | $206.0K | 0.03% | +15,679 | New |
| CX Institutional | 16,241 | $213.0K | 0.01% | +13,618+519.2% | Added |
| Meridian Investment Counsel Inc. | 16,250 | $213.5K | 0.05% | +16,250 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 16,801 | $220.8K | 0.07% | +16,801 | New |
| Aviso Wealth Management | 17,072 | $224.3K | 0.09% | +17,072 | New |
| Onyx Bridge Wealth Group LLC | 17,987 | $236.3K | 0.03% | +17,987 | New |
| Summit Financial, LLC | 17,596 | $237.5K | 0.00% | +4,971+39.4% | Added |
| Royal Bank of Canada | 18,523 | $243.0K | 0.00% | −9,475−33.8% | Reduced |
| Shepherd Financial Partners LLC | 18,858 | $247.8K | 0.02% | +18,858 | New |
| Advisors Capital Management, LLC | 19,886 | $261.3K | 0.00% | +19,886 | New |
| Quaker Wealth Management, LLC | 21,325 | $280.2K | 0.09% | +9,198+75.8% | Added |
| Simplicity Wealth,LLC | 21,358 | $280.6K | 0.02% | +9,469+79.6% | Added |
| Morgan Stanley | 21,532 | $282.9K | 0.00% | +6,868+46.8% | Added |
| MML Investors Services, LLC | 21,889 | $287.6K | 0.00% | +8,014+57.8% | Added |
| IHT Wealth Management, LLC | 22,586 | $296.8K | 0.01% | +11,510+103.9% | Added |
| Independent Financial Group, LLC | 22,961 | $301.7K | 0.01% | +12,516+119.8% | Added |
| Creative Planning | 23,347 | $306.8K | 0.00% | +8,099+53.1% | Added |
| Garrett Wealth Advisory Group, LLC | 23,443 | $308.0K | 0.06% | +11,727+100.1% | Added |
| WCG Wealth Advisors LLC | 24,042 | $315.9K | 0.01% | +24,042 | New |
| VARCOV Co. | 24,743 | $325.1K | 0.13% | +24,743 | New |
| Concurrent Investment Advisors, LLC | 23,891 | $326.7K | 0.00% | +23,891 | New |
| Raymond James Financial Inc | 25,097 | $329.8K | 0.00% | +10,133+67.7% | Added |
| Confluence Investment Management LLC | 25,157 | $330.6K | 0.00% | +13,026+107.4% | Added |
| Stratos Wealth Partners, LTD. | 25,453 | $334.5K | 0.00% | +13,526+113.4% | Added |
| Brevan Howard Capital Management LP | 26,290 | $345.5K | 0.01% | +13,490+105.4% | Added |
| Farther Finance Advisors, LLC | 26,439 | $347.4K | 0.00% | +26,439 | New |
| Kestra Advisory Services, LLC | 26,539 | $348.7K | 0.00% | −16,376−38.2% | Reduced |
| Quadrature Capital Ltd | 26,580 | $349.3K | 0.00% | +26,580 | New |
| Prospera Financial Services Inc | 27,070 | $355.8K | 0.01% | +13,303+96.6% | Added |
| Triumph Capital Management | 28,625 | $376.1K | 0.08% | +28,625 | New |
| PharVision Advisers, LLC | 29,601 | $389.0K | 0.20% | +29,601 | New |
| Perigon Wealth Management, LLC | 30,205 | $396.9K | 0.01% | +13,829+84.4% | Added |
| Private Advisor Group, LLC | 31,026 | $407.7K | 0.00% | −2,704−8.0% | Reduced |
| Jump Financial, LLC | 32,080 | $421.5K | 0.01% | +32,080 | New |