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 |
|---|---|---|---|---|---|
| HRT Financial LP | 36,230 | $441.0K | 0.00% | +36,230 | New |
| Beacon Financial Advisory LLC | 37,325 | $454.6K | 0.10% | +37,325 | New |
| Envestnet Asset Management Inc | 37,649 | $458.6K | 0.00% | +37,649 | New |
| Royal Bank of Canada | 38,150 | $465.0K | 0.00% | +19,627+106.0% | Added |
| First Financial Bankshares Inc | 38,435 | $468.1K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 38,516 | $469.1K | 0.01% | +38,516 | New |
| Mariner, LLC | 39,118 | $476.5K | 0.00% | +4,794+14.0% | Added |
| Virtus Investment Advisers, Inc. | 39,921 | $486.2K | 0.13% | +3,390+9.3% | Added |
| Perigon Wealth Management, LLC | 40,460 | $492.8K | 0.01% | +10,255+34.0% | Added |
| Meridian Investment Counsel Inc. | 40,700 | $495.7K | 0.12% | +24,450+150.5% | Added |
| Morgan Stanley | 41,221 | $502.1K | 0.00% | +19,689+91.4% | Added |
| Raymond James Financial Inc | 41,366 | $503.8K | 0.00% | +16,269+64.8% | Added |
| Stratos Wealth Partners, LTD. | 41,507 | $505.6K | 0.01% | +16,054+63.1% | Added |
| Prime Capital Investment Advisors, LLC | 43,407 | $528.7K | 0.01% | −14,141−24.6% | Reduced |
| Strategic Financial Partners, Ltd. | 44,826 | $546.0K | 0.24% | +6,115+15.8% | Added |
| Prospera Financial Services Inc | 47,675 | $580.8K | 0.01% | +20,605+76.1% | Added |
| Triumph Capital Management | 46,414 | $582.0K | 0.12% | +17,789+62.1% | Added |
| Creative Planning | 50,526 | $615.4K | 0.00% | +27,179+116.4% | Added |
| CoreCap Advisors, LLC | 51,747 | $630.3K | 0.02% | +39,412+319.5% | Added |
| Confluence Investment Management LLC | 54,855 | $668.1K | 0.01% | +29,698+118.1% | Added |
| BOS Asset Management, LLC | 55,290 | $673.4K | 0.17% | +18,440+50.0% | Added |
| Wealthcare Advisory Partners LLC | 55,502 | $676.0K | 0.01% | +16,532+42.4% | Added |
| Captrust Financial Advisors | 62,453 | $760.7K | 0.00% | +7,971+14.6% | Added |
| Neuberger Berman Group LLC | 62,888 | $766.0K | 0.00% | +62,888 | New |
| Aviso Wealth Management | 64,130 | $781.1K | 0.35% | +47,058+275.6% | Added |
| XTX Topco Ltd | 70,900 | $863.6K | 0.02% | +22,412+46.2% | Added |
| Diversify Advisory Services, LLC | 68,999 | $865.3K | 0.13% | −22,424−24.5% | Reduced |
| Qube Research & Technologies Ltd | 72,458 | $882.5K | 0.00% | +36,135+99.5% | Added |
| Harbour Investments, Inc. | 85,144 | $1.04M | 0.02% | +39,270+85.6% | Added |
| Magnetar Financial LLC | 86,742 | $1.06M | 0.01% | +86,742 | New |
| CWM, LLC | 89,080 | $1.08M | 0.00% | +35,440+66.1% | Added |
| Marshall Wace, LLP | 89,317 | $1.09M | 0.00% | −265,031−74.8% | Reduced |
| Private Advisor Group, LLC | 93,540 | $1.14M | 0.01% | +62,514+201.5% | Added |
| Arkadios Wealth Advisors | 96,445 | $1.17M | 0.02% | +5,249+5.8% | Added |
| Commonwealth Equity Services, LLC | 100,435 | $1.22M | 0.00% | +36,566+57.3% | Added |
| Merit Financial Group, LLC | 101,976 | $1.24M | 0.01% | +28,039+37.9% | Added |
| Rockport Wealth LLC | 106,073 | $1.29M | 0.23% | +33,413+46.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 109,672 | $1.34M | 0.03% | −787−0.7% | Reduced |
| Barclays PLC | 110,413 | $1.34M | 0.00% | +110,413 | New |
| Riverbridge Partners LLC | 113,574 | $1.38M | 0.03% | +7,861+7.4% | Added |
| Diversify Wealth Management, LLC | 114,384 | $1.41M | 0.03% | +114,384 | New |
| Millennium Management LLC | 126,079 | $1.54M | 0.00% | −326,150−72.1% | Reduced |
| Legacy Wealth Managment, LLC | 138,174 | $1.68M | 0.84% | +3,767+2.8% | Added |
| Advisor Group Holdings, Inc. | 148,639 | $1.81M | 0.00% | +55,150+59.0% | Added |
| Clayton Partners LLC | 170,000 | $2.07M | 1.51% | +100,714+145.4% | Added |
| FJ Capital Management LLC | 171,058 | $2.08M | 0.23% | +171,058 | New |
| BlackRock, Inc. | 178,434 | $2.17M | 0.00% | −152,485−46.1% | Reduced |
| Alpine Global Management, LLC | 206,069 | $2.51M | 0.38% | +206,069 | New |
| Sigma Planning Corp | 207,539 | $2.53M | 0.07% | +73,847+55.2% | Added |
| Centaurus Financial, Inc. | 214,948 | $2.62M | 0.12% | +91,383+74.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 264,723 | $3.22M | 0.01% | +55,104+26.3% | Added |
| Cetera Investment Advisers | 311,557 | $3.79M | 0.00% | +144,882+86.9% | Added |
| CF Capital LLC | 448,919 | $5.47M | 6.59% | −52,759−10.5% | Reduced |
| LPL Financial LLC | 454,592 | $5.54M | 0.00% | +180,033+65.6% | Added |
| Franklin Resources Inc | 627,133 | $7.64M | 0.00% | +209,466+50.2% | Added |
| Van Eck Associates Corp | 674,175 | $8.21M | 0.01% | +674,175 | New |
| UBS Group AG | 796,747 | $9.70M | 0.00% | +795,750+79,814.4% | Added |
| Ares Management LLC | 826,646 | $10.1M | 0.66% | +238,395+40.5% | Added |
| Two Sigma Investments, LP | 1,134,271 | $13.8M | 0.01% | +792,722+232.1% | Added |
| Sanders Morris Harris LLC | 1,806,422 | $22.0M | 3.49% | +1,806,422 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −272,794−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −184,400−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −167,387−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −148,592−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −50,858−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −36,700−100.0% | Sold out |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −33,480−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,080−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −29,601−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −26,580−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −26,290−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −19,886−100.0% | Sold out |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −17,987−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −16,801−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −15,296−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −12,439−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −10,902−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −10,862−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,010−100.0% | Sold out |
| Aventus Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,614−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |