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 |
|---|---|---|---|---|---|
| Global Assets Advisory, LLC | 10,456 | $137.4K | 0.04% | +10,456 | New |
| Colony Group, LLC | 10,398 | $136.6K | 0.00% | +10,398 | New |
| Foundations Investment Advisors, LLC | 10,092 | $132.6K | 0.00% | −1,757−14.8% | Reduced |
| IFP Advisors, Inc | 6,328 | $83.2K | 0.00% | +1,889+42.6% | Added |
| Private Trust Co NA | 6,265 | $82.3K | 0.01% | +3,119+99.1% | Added |
| Tanglewood Legacy Advisors, LLC | 5,831 | $76.6K | 0.03% | +2,918+100.2% | Added |
| Golden State Wealth Management, LLC | 4,211 | $55.3K | 0.01% | +2,970+239.3% | Added |
| Global Retirement Partners, LLC | 3,938 | $51.7K | 0.00% | +3,765+2,176.3% | Added |
| Sound Income Strategies, LLC | 3,932 | $51.4K | 0.00% | +3,932 | New |
| Aquatic Capital Management LLC | 3,895 | $51.2K | 0.00% | +3,895 | New |
| Raleigh Capital Management Inc. | 3,762 | $49.4K | 0.02% | +1,853+97.1% | Added |
| TSFG, LLC | 3,294 | $43.0K | 0.01% | +1,232+59.7% | Added |
| Chilton Capital Management LLC | 2,953 | $38.8K | 0.00% | +1,478+100.2% | Added |
| MAI Capital Management | 2,676 | $35.2K | 0.00% | +616+29.9% | Added |
| GWM Advisors LLC | 2,505 | $32.9K | 0.00% | +1,263+101.7% | Added |
| Quarry LP | 2,010 | $26.4K | 0.00% | +2,010 | New |
| JPMorgan Chase & Co | 1,990 | $26.1K | 0.00% | +1,990 | New |
| Wells Fargo & Company | 1,840 | $24.2K | 0.00% | +685+59.3% | Added |
| Larson Financial Group LLC | 1,693 | $22.2K | 0.00% | +1,148+210.6% | Added |
| 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 |
| Aventus Investment Advisors, Inc. | 1,614 | $21.2K | 0.02% | +1,614 | New |
| Essential Investment Partners LLC | 1,454 | $19.1K | 0.02% | +1,454 | New |
| Wolff Wiese Magana LLC | 1,383 | $18.2K | 0.01% | +692+100.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,380 | $18.1K | 0.00% | +691+100.3% | Added |
| Sofos Investments, Inc. | 1,346 | $17.7K | 0.00% | −2,130−61.3% | Reduced |
| International Assets Investment Management, LLC | 1,222 | $16.1K | 0.00% | +1,222 | New |
| Ameriflex Group, Inc. | 1,219 | $16.0K | 0.01% | −117−8.8% | Reduced |
| Silicon Valley Capital Partners | 1,157 | $15.2K | 0.00% | +1,157 | New |
| Gen-Wealth Partners Inc | 1,030 | $13.5K | 0.00% | +1,030 | New |
| UBS Group AG | 997 | $13.1K | 0.00% | −21,846−95.6% | Reduced |
| Trust Co | 855 | $11.2K | 0.00% | +855 | New |
| Garton & Associates Financial Advisors LLC | 854 | $11.2K | 0.01% | +854 | New |
| Halbert Hargrove Global Advisors, LLC | 716 | $9.41K | 0.00% | +358+100.0% | Added |
| Steward Partners Investment Advisory, LLC | 648 | $8.52K | 0.00% | +648 | New |
| Fifth Third Bancorp | 611 | $8.03K | 0.00% | +611 | New |
| Capital Analysts, LLC | 546 | $7.00K | 0.00% | +546 | New |
| HFM Investment Advisors, LLC | 413 | $5.43K | 0.00% | +207+100.5% | Added |
| Bank of America Corp | 374 | $4.91K | 0.00% | +187+100.0% | Added |
| Tower Research Capital LLC (TRC) | 264 | $3.47K | 0.00% | −313−54.2% | Reduced |
| Valley National Advisers Inc | 301 | $3.00K | 0.00% | +301 | New |
| Kozak & Associates, Inc. | 186 | $2.45K | 0.00% | +186 | New |
| Creative Financial Designs Inc | 178 | $2.34K | 0.00% | +178 | New |
| Insight Financial Services | 100 | $1.31K | 0.00% | +100 | New |
| Archer Investment Corp | 26 | $346 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 2 | $26 | 0.00% | +2 | New |
| 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 |