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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 27 | $329 | 0.00% | +1+3.8% | Added |
| Insight Financial Services | 100 | $1.22K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 185 | $2.25K | 0.00% | +185 | New |
| Kozak & Associates, Inc. | 280 | $3.46K | 0.00% | +94+50.5% | Added |
| Valley National Advisers Inc | 452 | $5.00K | 0.00% | +151+50.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 538 | $6.55K | 0.00% | +538 | New |
| HFM Investment Advisors, LLC | 621 | $7.56K | 0.00% | +208+50.4% | Added |
| NBC Securities, Inc. | 834 | $10.2K | 0.00% | −832−49.9% | Reduced |
| Wells Fargo & Company | 861 | $10.5K | 0.00% | −979−53.2% | Reduced |
| Capital Analysts, LLC | 1,092 | $13.0K | 0.00% | +546+100.0% | Added |
| Tower Research Capital LLC (TRC) | 1,071 | $13.0K | 0.00% | +807+305.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,075 | $13.1K | 0.00% | +359+50.1% | Added |
| Silicon Valley Capital Partners | 1,176 | $14.3K | 0.00% | +19+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,296 | $15.8K | 0.00% | +648+100.0% | Added |
| Quantbot Technologies LP | 1,783 | $21.7K | 0.00% | −10,305−85.2% | Reduced |
| Ameriflex Group, Inc. | 1,818 | $22.1K | 0.01% | +599+49.1% | Added |
| International Assets Investment Management, LLC | 1,824 | $22.3K | 0.00% | +602+49.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,072 | $25.2K | 0.00% | +692+50.1% | Added |
| Wolff Wiese Magana LLC | 2,076 | $25.3K | 0.01% | +693+50.1% | Added |
| Essential Investment Partners LLC | 2,183 | $26.6K | 0.02% | +729+50.1% | Added |
| JPMorgan Chase & Co | 2,404 | $29.4K | 0.00% | +414+20.8% | Added |
| Sofos Investments, Inc. | 2,485 | $30.3K | 0.01% | +1,139+84.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,500 | $30.4K | 0.00% | +834+50.1% | Added |
| Larson Financial Group LLC | 2,893 | $35.2K | 0.00% | +1,200+70.9% | Added |
| PlanVest Financial, Inc | 2,955 | $36.0K | 0.03% | +2,955 | New |
| Tanglewood Legacy Advisors, LLC | 3,250 | $39.6K | 0.01% | −2,581−44.3% | Reduced |
| MAI Capital Management | 3,265 | $39.8K | 0.00% | +589+22.0% | Added |
| Strategic Wealth Partners, Ltd. | 4,170 | $50.8K | 0.00% | +4,170 | New |
| Chilton Capital Management LLC | 4,432 | $54.0K | 0.00% | +1,479+50.1% | Added |
| Raleigh Capital Management Inc. | 5,685 | $69.2K | 0.02% | +1,923+51.1% | Added |
| Sound Income Strategies, LLC | 6,282 | $76.7K | 0.00% | +2,350+59.8% | Added |
| Golden State Wealth Management, LLC | 7,161 | $87.2K | 0.01% | +2,950+70.1% | Added |
| TSFG, LLC | 7,343 | $89.0K | 0.01% | +4,049+122.9% | Added |
| Aquatic Capital Management LLC | 7,807 | $95.1K | 0.00% | +3,912+100.4% | Added |
| United Financial Planning Group LLC | 8,363 | $101.9K | 0.06% | +8,363 | New |
| Private Trust Co NA | 9,104 | $110.9K | 0.01% | +2,839+45.3% | Added |
| Westside Investment Management, Inc. | 9,500 | $115.7K | 0.02% | +9,500 | New |
| ORG Wealth Partners, LLC | 10,321 | $125.7K | 0.02% | +10,321 | New |
| EP Wealth Advisors, LLC | 10,620 | $129.4K | 0.00% | +10,620 | New |
| IFP Advisors, Inc | 10,777 | $131.3K | 0.00% | +4,449+70.3% | Added |
| Independent Wealth Network Inc. | 11,458 | $139.6K | 0.04% | +11,458 | New |
| Freestone Capital Holdings, LLC | 11,547 | $140.6K | 0.00% | +11,547 | New |
| WealthPlan Investment Management, LLC | 11,677 | $142.2K | 0.01% | −460−3.8% | Reduced |
| Soltis Investment Advisors LLC | 11,729 | $142.9K | 0.01% | +11,729 | New |
| Richmond Investment Services, LLC | 12,192 | $148.5K | 0.02% | +12,192 | New |
| Ameriprise Financial Inc | 12,420 | $151.3K | 0.00% | −1,202−8.8% | Reduced |
| Armis Advisers, LLC | 12,399 | $151.4K | 0.01% | +63+0.5% | Added |
| Demars Financial Group, LLC | 12,572 | $153.1K | 0.05% | +12,572 | New |
| Aptus Capital Advisors, LLC | 12,872 | $156.8K | 0.00% | +12,872 | New |
| Guardian Wealth Advisors, LLC | 12,872 | $156.8K | 0.01% | +12,872 | New |
| Perennial Investment Advisors, LLC | 12,928 | $157.5K | 0.01% | +12,928 | New |
| Price T Rowe Associates Inc | 13,165 | $161.0K | 0.00% | +13,165 | New |
| Concurrent Investment Advisors, LLC | 13,289 | $161.9K | 0.00% | −10,602−44.4% | Reduced |
| Lido Advisors, LLC | 12,999 | $163.0K | 0.00% | +12,999 | New |
| Sherman Porfolios, LLC | 14,073 | $171.4K | 0.01% | +14,073 | New |
| Foundations Investment Advisors, LLC | 14,152 | $172.4K | 0.00% | +4,060+40.2% | Added |
| WealthCare Investment Partners, LLC | 13,172 | $172.6K | 0.05% | +13,172 | New |
| Pure Financial Advisors, Inc. | 14,240 | $173.4K | 0.00% | +14,240 | New |
| PFG Investments, LLC | 14,846 | $180.8K | 0.01% | +1,983+15.4% | Added |
| BostonPremier Wealth LLC | 14,856 | $180.9K | 0.09% | +14,856 | New |
| CX Institutional | 15,223 | $185.0K | 0.01% | −1,018−6.3% | Reduced |
| Childress Capital Advisors, LLC | 15,679 | $191.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,702 | $191.3K | 0.00% | +13,197+526.8% | Added |
| Global Assets Advisory, LLC | 15,781 | $192.2K | 0.06% | +5,325+50.9% | Added |
| IHT Wealth Management, LLC | 16,218 | $197.5K | 0.00% | −6,368−28.2% | Reduced |
| Atom Investors LP | 16,707 | $203.5K | 0.01% | +16,707 | New |
| BridgePort Financial Solutions, LLC | 16,965 | $206.6K | 0.06% | +5,626+49.6% | Added |
| Brookstone Capital Management | 17,007 | $207.1K | 0.00% | +4,460+35.5% | Added |
| Princeton Global Asset Management LLC | 17,121 | $208.5K | 0.03% | +5,615+48.8% | Added |
| Colony Group, LLC | 17,259 | $210.2K | 0.00% | +6,861+66.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,684 | $215.4K | 0.01% | +17,684 | New |
| Money Concepts Capital Corp | 18,074 | $220.1K | 0.01% | +7,416+69.6% | Added |
| Buckingham Strategic Partners | 18,215 | $221.9K | 0.00% | +18,215 | New |
| Carmel Capital Partners, LLC | 18,312 | $223.0K | 0.08% | +6,449+54.4% | Added |
| Intrua Financial, LLC | 18,382 | $223.9K | 0.02% | +18,382 | New |
| Cooper Financial Group | 19,392 | $236.2K | 0.02% | +19,392 | New |
| Harvest Investment Services, LLC | 19,570 | $238.4K | 0.04% | +7,912+67.9% | Added |
| Csenge Advisory Group | 23,191 | $282.5K | 0.01% | +9,232+66.1% | Added |
| Squarepoint Ops LLC | 24,220 | $295.0K | 0.00% | +24,220 | New |
| SageView Advisory Group, LLC | 24,229 | $296.9K | 0.01% | −15,058−38.3% | Reduced |
| Summit Financial, LLC | 25,196 | $316.0K | 0.00% | +7,600+43.2% | Added |
| Farther Finance Advisors, LLC | 26,049 | $318.1K | 0.00% | −390−1.5% | Reduced |
| MML Investors Services, LLC | 26,379 | $321.3K | 0.00% | +4,490+20.5% | Added |
| WCG Wealth Advisors LLC | 26,483 | $322.6K | 0.01% | +2,441+10.2% | Added |
| London & Capital Asset Management Ltd | 26,506 | $323.1K | 0.00% | +26,506 | New |
| Shepherd Financial Partners LLC | 28,187 | $343.3K | 0.03% | +9,329+49.5% | Added |
| Quaker Wealth Management, LLC | 29,849 | $363.6K | 0.11% | +8,524+40.0% | Added |
| VARCOV Co. | 30,050 | $366.0K | 0.14% | +5,307+21.4% | Added |
| Susquehanna International Group, LLP | 30,624 | $373.0K | 0.00% | −18,959−38.2% | Reduced |
| Virtu Financial LLC | 31,635 | $385.0K | 0.02% | +18,653+143.7% | Added |
| Advisory Alpha, LLC | 31,992 | $389.7K | 0.01% | +17,793+125.3% | Added |
| Kestra Advisory Services, LLC | 32,436 | $395.1K | 0.00% | +5,897+22.2% | Added |
| Joel Isaacson & Co., LLC | 32,500 | $395.9K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 33,233 | $404.8K | 0.02% | +11,875+55.6% | Added |
| Trexquant Investment LP | 33,864 | $412.5K | 0.00% | −32,176−48.7% | Reduced |
| Allworth Financial LP | 34,103 | $415.4K | 0.00% | −459−1.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 34,464 | $419.8K | 0.07% | +11,021+47.0% | 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 |
| Independent Financial Group, LLC | 36,159 | $440.4K | 0.01% | +13,198+57.5% | Added |