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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.

Q1 2026 vs. Q4 2025

How the institutions holding MSC Income Fund, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of MSIF: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1461160+15
Shares7.58M3.94K13.0M+5.37M (+70.9%)
Value$99.7M$51.7K$157.9M+$58.3M (+58.5%)

1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held MSC Income Fund, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to MSIF in Q1 2026
InstitutionSharesValue% of portfolio
Sanders Morris Harris LLC1,806,422$22.0M3.49%
Van Eck Associates Corp674,175$8.21M0.01%
Alpine Global Management, LLC206,069$2.51M0.38%
FJ Capital Management LLC171,058$2.08M0.23%
Diversify Wealth Management, LLC114,384$1.41M0.03%
Barclays PLC110,413$1.34M0.00%
Magnetar Financial LLC86,742$1.06M0.01%
Neuberger Berman Group LLC62,888$766.0K0.00%
Y-Intercept (Hong Kong) Ltd38,516$469.1K0.01%
Envestnet Asset Management Inc37,649$458.6K0.00%
Beacon Financial Advisory LLC37,325$454.6K0.10%
HRT Financial LP36,230$441.0K0.00%
TCFG Investment Advisors, LLC34,941$431.1K0.16%
London & Capital Asset Management Ltd26,506$323.1K0.00%
Squarepoint Ops LLC24,220$295.0K0.00%
Cooper Financial Group19,392$236.2K0.02%
Intrua Financial, LLC18,382$223.9K0.02%
Buckingham Strategic Partners18,215$221.9K0.00%
Patriot Financial Group Insurance Agency, LLC17,684$215.4K0.01%
Atom Investors LP16,707$203.5K0.01%
BostonPremier Wealth LLC14,856$180.9K0.09%
Pure Financial Advisors, Inc.14,240$173.4K0.00%
WealthCare Investment Partners, LLC13,172$172.6K0.05%
Sherman Porfolios, LLC14,073$171.4K0.01%
Lido Advisors, LLC12,999$163.0K0.00%
Price T Rowe Associates Inc13,165$161.0K0.00%
Perennial Investment Advisors, LLC12,928$157.5K0.01%
Aptus Capital Advisors, LLC12,872$156.8K0.00%
Guardian Wealth Advisors, LLC12,872$156.8K0.01%
Demars Financial Group, LLC12,572$153.1K0.05%
Richmond Investment Services, LLC12,192$148.5K0.02%
Soltis Investment Advisors LLC11,729$142.9K0.01%
Freestone Capital Holdings, LLC11,547$140.6K0.00%
Independent Wealth Network Inc.11,458$139.6K0.04%
EP Wealth Advisors, LLC10,620$129.4K0.00%
ORG Wealth Partners, LLC10,321$125.7K0.02%
Westside Investment Management, Inc.9,500$115.7K0.02%
United Financial Planning Group LLC8,363$101.9K0.06%
Strategic Wealth Partners, Ltd.4,170$50.8K0.00%
PlanVest Financial, Inc2,955$36.0K0.03%
Moisand Fitzgerald Tamayo, LLC538$6.55K0.00%
Northwestern Mutual Wealth Management Co185$2.25K0.00%

Sold out (27)

Institutions that held MSC Income Fund, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (1)

Institutions that held MSC Income Fund, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSIF in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Global Retirement Partners, LLC3,938$51.7K