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 $172.2M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in MSC Income Fund, Inc. as of Mar 31, 2026. 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
- 160
- +15 vs. Q4 2025
- Shares held
- 13.0M
- +5.37M (+70.9%) vs. Q4 2025
- Total value
- $157.9M
- +$58.3M (+58.5%) vs. Q4 2025
- New holders
- 42
- 93 more added
- Sold out
- 27
- 21 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 32 | $40.0M |
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding MSC Income Fund, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 1,806,422 | $22.0M | 3.49% | +1,806,422 | New |
| Two Sigma Investments, LP | 1,134,271 | $13.8M | 0.01% | +792,722+232.1% | Added |
| Ares Management LLC | 826,646 | $10.1M | 0.66% | +238,395+40.5% | Added |
| UBS Group AG | 796,747 | $9.70M | 0.00% | +795,750+79,814.4% | Added |
| Van Eck Associates Corp | 674,175 | $8.21M | 0.01% | +674,175 | New |
| Franklin Resources Inc | 627,133 | $7.64M | 0.00% | +209,466+50.2% | Added |
| LPL Financial LLC | 454,592 | $5.54M | 0.00% | +180,033+65.6% | Added |
| CF Capital LLC | 448,919 | $5.47M | 6.59% | −52,759−10.5% | Reduced |
| Cetera Investment Advisers | 311,557 | $3.79M | 0.00% | +144,882+86.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 264,723 | $3.22M | 0.01% | +55,104+26.3% | Added |
| Centaurus Financial, Inc. | 214,948 | $2.62M | 0.12% | +91,383+74.0% | Added |
| Sigma Planning Corp | 207,539 | $2.53M | 0.07% | +73,847+55.2% | Added |
| Alpine Global Management, LLC | 206,069 | $2.51M | 0.38% | +206,069 | New |
| BlackRock, Inc. | 178,434 | $2.17M | 0.00% | −152,485−46.1% | Reduced |
| FJ Capital Management LLC | 171,058 | $2.08M | 0.23% | +171,058 | New |
| Clayton Partners LLC | 170,000 | $2.07M | 1.51% | +100,714+145.4% | Added |
| Advisor Group Holdings, Inc. | 148,639 | $1.81M | 0.00% | +55,150+59.0% | Added |
| Legacy Wealth Managment, LLC | 138,174 | $1.68M | 0.84% | +3,767+2.8% | Added |
| Millennium Management LLC | 126,079 | $1.54M | 0.00% | −326,150−72.1% | Reduced |
| Diversify Wealth Management, LLC | 114,384 | $1.41M | 0.03% | +114,384 | New |
| Riverbridge Partners LLC | 113,574 | $1.38M | 0.03% | +7,861+7.4% | Added |
| Barclays PLC | 110,413 | $1.34M | 0.00% | +110,413 | New |
| U.S. Capital Wealth Advisors, LLC | 109,672 | $1.34M | 0.03% | −787−0.7% | Reduced |
| Rockport Wealth LLC | 106,073 | $1.29M | 0.23% | +33,413+46.0% | Added |
| Merit Financial Group, LLC | 101,976 | $1.24M | 0.01% | +28,039+37.9% | Added |
| Commonwealth Equity Services, LLC | 100,435 | $1.22M | 0.00% | +36,566+57.3% | Added |
| Arkadios Wealth Advisors | 96,445 | $1.17M | 0.02% | +5,249+5.8% | Added |
| Private Advisor Group, LLC | 93,540 | $1.14M | 0.01% | +62,514+201.5% | Added |
| Marshall Wace, LLP | 89,317 | $1.09M | 0.00% | −265,031−74.8% | Reduced |
| CWM, LLC | 89,080 | $1.08M | 0.00% | +35,440+66.1% | Added |
| Magnetar Financial LLC | 86,742 | $1.06M | 0.01% | +86,742 | New |
| Harbour Investments, Inc. | 85,144 | $1.04M | 0.02% | +39,270+85.6% | Added |
| Qube Research & Technologies Ltd | 72,458 | $882.5K | 0.00% | +36,135+99.5% | Added |
| Diversify Advisory Services, LLC | 68,999 | $865.3K | 0.13% | −22,424−24.5% | Reduced |
| XTX Topco Ltd | 70,900 | $863.6K | 0.02% | +22,412+46.2% | Added |
| Aviso Wealth Management | 64,130 | $781.1K | 0.35% | +47,058+275.6% | Added |
| Neuberger Berman Group LLC | 62,888 | $766.0K | 0.00% | +62,888 | New |
| Captrust Financial Advisors | 62,453 | $760.7K | 0.00% | +7,971+14.6% | Added |
| Wealthcare Advisory Partners LLC | 55,502 | $676.0K | 0.01% | +16,532+42.4% | Added |
| BOS Asset Management, LLC | 55,290 | $673.4K | 0.17% | +18,440+50.0% | Added |
| Confluence Investment Management LLC | 54,855 | $668.1K | 0.01% | +29,698+118.1% | Added |
| CoreCap Advisors, LLC | 51,747 | $630.3K | 0.02% | +39,412+319.5% | Added |
| Creative Planning | 50,526 | $615.4K | 0.00% | +27,179+116.4% | Added |
| Triumph Capital Management | 46,414 | $582.0K | 0.12% | +17,789+62.1% | Added |
| Prospera Financial Services Inc | 47,675 | $580.8K | 0.01% | +20,605+76.1% | Added |
| Strategic Financial Partners, Ltd. | 44,826 | $546.0K | 0.24% | +6,115+15.8% | Added |
| Prime Capital Investment Advisors, LLC | 43,407 | $528.7K | 0.01% | −14,141−24.6% | Reduced |
| Stratos Wealth Partners, LTD. | 41,507 | $505.6K | 0.01% | +16,054+63.1% | Added |
| Raymond James Financial Inc | 41,366 | $503.8K | 0.00% | +16,269+64.8% | Added |
| Morgan Stanley | 41,221 | $502.1K | 0.00% | +19,689+91.4% | Added |
| Meridian Investment Counsel Inc. | 40,700 | $495.7K | 0.12% | +24,450+150.5% | Added |
| Perigon Wealth Management, LLC | 40,460 | $492.8K | 0.01% | +10,255+34.0% | Added |
| Virtus Investment Advisers, Inc. | 39,921 | $486.2K | 0.13% | +3,390+9.3% | Added |
| Mariner, LLC | 39,118 | $476.5K | 0.00% | +4,794+14.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 38,516 | $469.1K | 0.01% | +38,516 | New |
| First Financial Bankshares Inc | 38,435 | $468.1K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,150 | $465.0K | 0.00% | +19,627+106.0% | Added |
| Envestnet Asset Management Inc | 37,649 | $458.6K | 0.00% | +37,649 | New |
| Beacon Financial Advisory LLC | 37,325 | $454.6K | 0.10% | +37,325 | New |
| HRT Financial LP | 36,230 | $441.0K | 0.00% | +36,230 | New |
| Independent Financial Group, LLC | 36,159 | $440.4K | 0.01% | +13,198+57.5% | Added |
| TCFG Wealth Management, LLC | 34,941 | $431.1K | 0.16% | +20,116+135.7% | Added |
| TCFG Investment Advisors, LLC | 34,941 | $431.1K | 0.16% | +34,941 | New |
| Garrett Wealth Advisory Group, LLC | 34,464 | $419.8K | 0.07% | +11,021+47.0% | Added |
| Allworth Financial LP | 34,103 | $415.4K | 0.00% | −459−1.3% | Reduced |
| Trexquant Investment LP | 33,864 | $412.5K | 0.00% | −32,176−48.7% | Reduced |
| Simplicity Wealth,LLC | 33,233 | $404.8K | 0.02% | +11,875+55.6% | Added |
| Joel Isaacson & Co., LLC | 32,500 | $395.9K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 32,436 | $395.1K | 0.00% | +5,897+22.2% | Added |
| Advisory Alpha, LLC | 31,992 | $389.7K | 0.01% | +17,793+125.3% | Added |
| Virtu Financial LLC | 31,635 | $385.0K | 0.02% | +18,653+143.7% | Added |
| Susquehanna International Group, LLP | 30,624 | $373.0K | 0.00% | −18,959−38.2% | Reduced |
| VARCOV Co. | 30,050 | $366.0K | 0.14% | +5,307+21.4% | Added |
| Quaker Wealth Management, LLC | 29,849 | $363.6K | 0.11% | +8,524+40.0% | Added |
| Shepherd Financial Partners LLC | 28,187 | $343.3K | 0.03% | +9,329+49.5% | Added |
| London & Capital Asset Management Ltd | 26,506 | $323.1K | 0.00% | +26,506 | New |
| WCG Wealth Advisors LLC | 26,483 | $322.6K | 0.01% | +2,441+10.2% | Added |
| MML Investors Services, LLC | 26,379 | $321.3K | 0.00% | +4,490+20.5% | Added |
| Farther Finance Advisors, LLC | 26,049 | $318.1K | 0.00% | −390−1.5% | Reduced |
| Summit Financial, LLC | 25,196 | $316.0K | 0.00% | +7,600+43.2% | Added |
| SageView Advisory Group, LLC | 24,229 | $296.9K | 0.01% | −15,058−38.3% | Reduced |
| Squarepoint Ops LLC | 24,220 | $295.0K | 0.00% | +24,220 | New |
| Csenge Advisory Group | 23,191 | $282.5K | 0.01% | +9,232+66.1% | Added |
| Harvest Investment Services, LLC | 19,570 | $238.4K | 0.04% | +7,912+67.9% | Added |
| Cooper Financial Group | 19,392 | $236.2K | 0.02% | +19,392 | New |
| Intrua Financial, LLC | 18,382 | $223.9K | 0.02% | +18,382 | New |
| Carmel Capital Partners, LLC | 18,312 | $223.0K | 0.08% | +6,449+54.4% | Added |
| Buckingham Strategic Partners | 18,215 | $221.9K | 0.00% | +18,215 | New |
| Money Concepts Capital Corp | 18,074 | $220.1K | 0.01% | +7,416+69.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,684 | $215.4K | 0.01% | +17,684 | New |
| Colony Group, LLC | 17,259 | $210.2K | 0.00% | +6,861+66.0% | Added |
| Princeton Global Asset Management LLC | 17,121 | $208.5K | 0.03% | +5,615+48.8% | Added |
| Brookstone Capital Management | 17,007 | $207.1K | 0.00% | +4,460+35.5% | Added |
| BridgePort Financial Solutions, LLC | 16,965 | $206.6K | 0.06% | +5,626+49.6% | Added |
| Atom Investors LP | 16,707 | $203.5K | 0.01% | +16,707 | New |
| IHT Wealth Management, LLC | 16,218 | $197.5K | 0.00% | −6,368−28.2% | Reduced |
| Global Assets Advisory, LLC | 15,781 | $192.2K | 0.06% | +5,325+50.9% | Added |
| GWM Advisors LLC | 15,702 | $191.3K | 0.00% | +13,197+526.8% | Added |
| Childress Capital Advisors, LLC | 15,679 | $191.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 15,223 | $185.0K | 0.01% | −1,018−6.3% | Reduced |