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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 32,500 | $427.1K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 33,480 | $439.9K | 0.06% | +33,480 | New |
| Mariner, LLC | 34,324 | $451.0K | 0.00% | +17,118+99.5% | Added |
| Allworth Financial LP | 34,562 | $454.1K | 0.00% | +19,570+130.5% | Added |
| Qube Research & Technologies Ltd | 36,323 | $477.3K | 0.00% | +36,323 | New |
| Virtus Investment Advisers, Inc. | 36,531 | $480.0K | 0.13% | +6,373+21.1% | Added |
| Marex Group plc | 36,700 | $482.2K | 0.01% | +15,277+71.3% | Added |
| BOS Asset Management, LLC | 36,850 | $484.2K | 0.13% | +18,439+100.2% | Added |
| First Financial Bankshares Inc | 38,435 | $505.0K | 0.01% | +38,435 | New |
| Strategic Financial Partners, Ltd. | 38,711 | $508.7K | 0.22% | +13,555+53.9% | Added |
| Wealthcare Advisory Partners LLC | 38,970 | $512.1K | 0.01% | +15,519+66.2% | Added |
| SageView Advisory Group, LLC | 39,287 | $516.2K | 0.02% | +5,355+15.8% | Added |
| Harbour Investments, Inc. | 45,874 | $602.8K | 0.01% | +20,784+82.8% | Added |
| XTX Topco Ltd | 48,488 | $637.1K | 0.02% | +48,488 | New |
| Susquehanna International Group, LLP | 49,583 | $651.5K | 0.00% | +49,583 | New |
| HighPoint Advisor Group LLC | 50,858 | $668.3K | 0.01% | +23,868+88.4% | Added |
| CWM, LLC | 53,640 | $705.0K | 0.00% | +28,166+110.6% | Added |
| Captrust Financial Advisors | 54,482 | $715.9K | 0.00% | +54,482 | New |
| Prime Capital Investment Advisors, LLC | 57,548 | $756.2K | 0.01% | +28,606+98.8% | Added |
| Commonwealth Equity Services, LLC | 63,869 | $839.2K | 0.00% | +29,506+85.9% | Added |
| Trexquant Investment LP | 66,040 | $867.8K | 0.01% | +66,040 | New |
| Clayton Partners LLC | 69,286 | $910.4K | 0.66% | +69,286 | New |
| Rockport Wealth LLC | 72,660 | $954.8K | 0.19% | +19,908+37.7% | Added |
| Merit Financial Group, LLC | 73,937 | $971.5K | 0.01% | +33,844+84.4% | Added |
| Diversify Advisory Services, LLC | 91,423 | $1.20M | 0.04% | +3,998+4.6% | Added |
| Arkadios Wealth Advisors | 91,196 | $1.20M | 0.02% | +91,196 | New |
| Advisor Group Holdings, Inc. | 93,489 | $1.23M | 0.00% | +35,677+61.7% | Added |
| Riverbridge Partners LLC | 105,713 | $1.39M | 0.03% | +54,316+105.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 110,459 | $1.45M | 0.04% | +120+0.1% | Added |
| Centaurus Financial, Inc. | 123,565 | $1.62M | 0.07% | +72,789+143.4% | Added |
| Sigma Planning Corp | 133,692 | $1.75M | 0.05% | +78,721+143.2% | Added |
| Legacy Wealth Managment, LLC | 134,407 | $1.77M | 0.85% | −6,413−4.6% | Reduced |
| Citadel Advisors LLC | 148,592 | $1.95M | 0.00% | +148,592 | New |
| J.W. Cole Advisors, Inc. | 167,387 | $2.18M | 0.05% | +78,000+87.3% | Added |
| Cetera Investment Advisers | 166,675 | $2.19M | 0.00% | +61,615+58.6% | Added |
| Two Sigma Advisers, LP | 184,400 | $2.42M | 0.00% | +184,400 | New |
| Cambridge Investment Research Advisors, Inc. | 209,619 | $2.75M | 0.01% | +82,706+65.2% | Added |
| Jane Street Group, LLC | 272,794 | $3.58M | 0.00% | +272,794 | New |
| LPL Financial LLC | 274,559 | $3.61M | 0.00% | +117,918+75.3% | Added |
| BlackRock, Inc. | 330,919 | $4.35M | 0.00% | +5,292+1.6% | Added |
| Two Sigma Investments, LP | 341,549 | $4.49M | 0.01% | +341,549 | New |
| Marshall Wace, LLP | 354,348 | $4.66M | 0.00% | +143,245+67.9% | Added |
| Franklin Resources Inc | 417,667 | $5.49M | 0.00% | +108,086+34.9% | Added |
| Millennium Management LLC | 452,229 | $5.94M | 0.00% | +314,815+229.1% | Added |
| CF Capital LLC | 501,678 | $6.59M | 3.27% | +181,898+56.9% | Added |
| Ares Management LLC | 588,251 | $7.73M | 0.44% | +179,858+44.0% | Added |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,138,543−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −41,284−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −32,065−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −30,146−100.0% | Sold out |
| Zuckerman Investment Group, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −19,858−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −19,387−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −18,692−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −16,494−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,549−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,747−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,262−100.0% | Sold out |
| United Financial Planning Group LLC | 0 | $0 | 0.00% | −2,785−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,156−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |