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 |
|---|---|---|---|---|---|
| BostonPremier Wealth LLC | 14,856 | $180.9K | 0.09% | +14,856 | New |
| PFG Investments, LLC | 14,846 | $180.8K | 0.01% | +1,983+15.4% | Added |
| Pure Financial Advisors, Inc. | 14,240 | $173.4K | 0.00% | +14,240 | New |
| WealthCare Investment Partners, LLC | 13,172 | $172.6K | 0.05% | +13,172 | New |
| Foundations Investment Advisors, LLC | 14,152 | $172.4K | 0.00% | +4,060+40.2% | Added |
| Sherman Porfolios, LLC | 14,073 | $171.4K | 0.01% | +14,073 | New |
| Lido Advisors, LLC | 12,999 | $163.0K | 0.00% | +12,999 | New |
| Concurrent Investment Advisors, LLC | 13,289 | $161.9K | 0.00% | −10,602−44.4% | Reduced |
| Price T Rowe Associates Inc | 13,165 | $161.0K | 0.00% | +13,165 | New |
| Perennial Investment Advisors, LLC | 12,928 | $157.5K | 0.01% | +12,928 | 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 |
| Demars Financial Group, LLC | 12,572 | $153.1K | 0.05% | +12,572 | New |
| Armis Advisers, LLC | 12,399 | $151.4K | 0.01% | +63+0.5% | Added |
| Ameriprise Financial Inc | 12,420 | $151.3K | 0.00% | −1,202−8.8% | Reduced |
| Richmond Investment Services, LLC | 12,192 | $148.5K | 0.02% | +12,192 | New |
| Soltis Investment Advisors LLC | 11,729 | $142.9K | 0.01% | +11,729 | New |
| WealthPlan Investment Management, LLC | 11,677 | $142.2K | 0.01% | −460−3.8% | Reduced |
| Freestone Capital Holdings, LLC | 11,547 | $140.6K | 0.00% | +11,547 | New |
| Independent Wealth Network Inc. | 11,458 | $139.6K | 0.04% | +11,458 | New |
| IFP Advisors, Inc | 10,777 | $131.3K | 0.00% | +4,449+70.3% | Added |
| EP Wealth Advisors, LLC | 10,620 | $129.4K | 0.00% | +10,620 | New |
| ORG Wealth Partners, LLC | 10,321 | $125.7K | 0.02% | +10,321 | New |
| Westside Investment Management, Inc. | 9,500 | $115.7K | 0.02% | +9,500 | New |
| Private Trust Co NA | 9,104 | $110.9K | 0.01% | +2,839+45.3% | Added |
| United Financial Planning Group LLC | 8,363 | $101.9K | 0.06% | +8,363 | New |
| Aquatic Capital Management LLC | 7,807 | $95.1K | 0.00% | +3,912+100.4% | Added |
| TSFG, LLC | 7,343 | $89.0K | 0.01% | +4,049+122.9% | Added |
| Golden State Wealth Management, LLC | 7,161 | $87.2K | 0.01% | +2,950+70.1% | Added |
| Sound Income Strategies, LLC | 6,282 | $76.7K | 0.00% | +2,350+59.8% | Added |
| Raleigh Capital Management Inc. | 5,685 | $69.2K | 0.02% | +1,923+51.1% | Added |
| Chilton Capital Management LLC | 4,432 | $54.0K | 0.00% | +1,479+50.1% | Added |
| Strategic Wealth Partners, Ltd. | 4,170 | $50.8K | 0.00% | +4,170 | New |
| MAI Capital Management | 3,265 | $39.8K | 0.00% | +589+22.0% | Added |
| Tanglewood Legacy Advisors, LLC | 3,250 | $39.6K | 0.01% | −2,581−44.3% | Reduced |
| PlanVest Financial, Inc | 2,955 | $36.0K | 0.03% | +2,955 | New |
| Larson Financial Group LLC | 2,893 | $35.2K | 0.00% | +1,200+70.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,500 | $30.4K | 0.00% | +834+50.1% | Added |
| Sofos Investments, Inc. | 2,485 | $30.3K | 0.01% | +1,139+84.6% | Added |
| JPMorgan Chase & Co | 2,404 | $29.4K | 0.00% | +414+20.8% | Added |
| Essential Investment Partners LLC | 2,183 | $26.6K | 0.02% | +729+50.1% | Added |
| Wolff Wiese Magana LLC | 2,076 | $25.3K | 0.01% | +693+50.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,072 | $25.2K | 0.00% | +692+50.1% | Added |
| International Assets Investment Management, LLC | 1,824 | $22.3K | 0.00% | +602+49.3% | Added |
| Ameriflex Group, Inc. | 1,818 | $22.1K | 0.01% | +599+49.1% | Added |
| Quantbot Technologies LP | 1,783 | $21.7K | 0.00% | −10,305−85.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,296 | $15.8K | 0.00% | +648+100.0% | Added |
| Silicon Valley Capital Partners | 1,176 | $14.3K | 0.00% | +19+1.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,075 | $13.1K | 0.00% | +359+50.1% | Added |
| Tower Research Capital LLC (TRC) | 1,071 | $13.0K | 0.00% | +807+305.7% | Added |
| Capital Analysts, LLC | 1,092 | $13.0K | 0.00% | +546+100.0% | Added |
| Wells Fargo & Company | 861 | $10.5K | 0.00% | −979−53.2% | Reduced |
| NBC Securities, Inc. | 834 | $10.2K | 0.00% | −832−49.9% | Reduced |
| HFM Investment Advisors, LLC | 621 | $7.56K | 0.00% | +208+50.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 538 | $6.55K | 0.00% | +538 | New |
| Valley National Advisers Inc | 452 | $5.00K | 0.00% | +151+50.2% | Added |
| Kozak & Associates, Inc. | 280 | $3.46K | 0.00% | +94+50.5% | Added |
| Northwestern Mutual Wealth Management Co | 185 | $2.25K | 0.00% | +185 | New |
| Insight Financial Services | 100 | $1.22K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 27 | $329 | 0.00% | +1+3.8% | Added |
| 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 |