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 $175.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in MSC Income Fund, Inc. as of Jun 30, 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
- 167
- +11 vs. Q1 2026
- Shares held
- 14.9M
- +2.16M (+17.0%) vs. Q1 2026
- Total value
- $172.2M
- +$17.2M (+11.1%) vs. Q1 2026
- New holders
- 32
- 43 more added
- Sold out
- 21
- 59 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $175.4M |
| Q1 2026 | 160 | $157.9M |
| Q4 2025 | 146 | $99.7M |
| Q3 2025 | 96 | $65.4M |
| Q2 2025 | 32 | $40.1M |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding MSC Income Fund, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 5 | $58 | 0.00% | +5 | New |
| Allied Private Wealth LLC | 20 | $229 | 0.00% | +20 | New |
| Archer Investment Corp | 28 | $321 | 0.00% | +1+3.7% | Added |
| Tower Research Capital LLC (TRC) | 81 | $937 | 0.00% | −990−92.4% | Reduced |
| Insight Financial Services | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 280 | $3.29K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 538 | $6.22K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 603 | $6.98K | 0.00% | +418+225.9% | Added |
| HFM Investment Advisors, LLC | 621 | $7.18K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 834 | $9.65K | 0.00% | 00.0% | Unchanged |
| Trust Co | 856 | $9.90K | 0.00% | +856 | New |
| Halbert Hargrove Global Advisors, LLC | 1,075 | $12.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,201 | $13.9K | 0.00% | +340+39.5% | Added |
| Silicon Valley Capital Partners | 1,209 | $14.0K | 0.00% | +33+2.8% | Added |
| Farther Finance Advisors, LLC | 1,260 | $14.6K | 0.00% | −24,789−95.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,296 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,428 | $16.5K | 0.00% | +1,428 | New |
| International Assets Investment Management, LLC | 1,824 | $21.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,072 | $24.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,076 | $24.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,088 | $24.2K | 0.00% | −8,689−80.6% | Reduced |
| Essential Investment Partners LLC | 2,183 | $25.3K | 0.02% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2,485 | $28.8K | 0.00% | +2,485 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,500 | $28.9K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 2,589 | $30.0K | 0.01% | +2,589 | New |
| Strategic Wealth Partners, Ltd. | 2,654 | $30.7K | 0.00% | −1,516−36.4% | Reduced |
| Larson Financial Group LLC | 2,893 | $33.5K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 2,955 | $34.2K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,139 | $36.3K | 0.00% | +3,139 | New |
| Tanglewood Legacy Advisors, LLC | 3,250 | $37.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,638 | $42.1K | 0.00% | −3,523−49.2% | Reduced |
| Massmutual Trust Co FSB | 3,643 | $42.1K | 0.00% | +3,643 | New |
| Global Retirement Partners, LLC | 4,349 | $50.3K | 0.00% | +4,349 | New |
| Chilton Capital Management LLC | 4,432 | $51.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5,843 | $67.6K | 0.02% | +158+2.8% | Added |
| Silver Oak Securities, Inc | 5,976 | $69.1K | 0.00% | +5,976 | New |
| Westside Investment Management, Inc. | 6,000 | $69.4K | 0.01% | −3,500−36.8% | Reduced |
| GWM Advisors LLC | 7,887 | $91.3K | 0.00% | −7,815−49.8% | Reduced |
| United Financial Planning Group LLC | 8,363 | $96.8K | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,002 | $105.6K | 0.00% | +6,598+274.5% | Added |
| Nomura Holdings Inc | 10,000 | $115.7K | 0.00% | +10,000 | New |
| CX Institutional | 10,327 | $119.0K | 0.00% | −4,896−32.2% | Reduced |
| EP Wealth Advisors, LLC | 10,620 | $122.9K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 10,771 | $124.6K | 0.00% | +10,771 | New |
| Foundations Investment Advisors, LLC | 10,870 | $125.8K | 0.00% | −3,282−23.2% | Reduced |
| MQS Management LLC | 11,080 | $128.2K | 0.16% | +11,080 | New |
| Independent Wealth Network Inc. | 11,286 | $130.6K | 0.03% | −172−1.5% | Reduced |
| Integrated Wealth Concepts LLC | 11,362 | $131.5K | 0.00% | +11,362 | New |
| Two Sigma Securities, LLC | 11,408 | $132.0K | 0.01% | +11,408 | New |
| Freestone Capital Holdings, LLC | 11,547 | $133.6K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,432 | $134.1K | 0.01% | +11,432 | New |
| Savant Capital, LLC | 11,427 | $135.7K | 0.00% | +11,427 | New |
| Aptus Capital Advisors, LLC | 11,797 | $136.5K | 0.00% | −1,075−8.4% | Reduced |
| Guardian Wealth Advisors, LLC | 11,797 | $136.5K | 0.01% | −1,075−8.4% | Reduced |
| WealthCare Investment Partners, LLC | 11,869 | $137.3K | 0.03% | −1,303−9.9% | Reduced |
| Ameriprise Financial Inc | 12,034 | $139.2K | 0.00% | −386−3.1% | Reduced |
| Armis Advisers, LLC | 12,399 | $144.1K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,960 | $149.9K | 0.00% | −329−2.5% | Reduced |
| Lido Advisors, LLC | 12,999 | $150.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,151 | $152.2K | 0.00% | +13,151 | New |
| Perennial Investment Advisors, LLC | 13,286 | $153.7K | 0.01% | +358+2.8% | Added |
| Money Concepts Capital Corp | 13,772 | $159.3K | 0.01% | −4,302−23.8% | Reduced |
| Pure Financial Advisors, Inc. | 14,240 | $164.8K | 0.00% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 14,302 | $165.5K | 0.04% | −2,663−15.7% | Reduced |
| Carmel Capital Partners, LLC | 14,452 | $167.2K | 0.06% | −3,860−21.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,626 | $169.2K | 0.00% | −28,781−66.3% | Reduced |
| Price T Rowe Associates Inc | 14,689 | $170.0K | 0.00% | +1,524+11.6% | Added |
| Schonfeld Strategic Advisors LLC | 14,746 | $170.6K | 0.00% | +14,746 | New |
| Sherman Porfolios, LLC | 14,073 | $171.4K | 0.01% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 14,073 | $171.4K | 0.01% | +14,073 | New |
| PFG Investments, LLC | 14,846 | $171.8K | 0.01% | 00.0% | Unchanged |
| BostonPremier Wealth LLC | 15,033 | $173.9K | 0.07% | +177+1.2% | Added |
| Tactive Advisors, LLC | 15,240 | $176.3K | 0.04% | +15,240 | New |
| Colony Group, LLC | 15,412 | $178.3K | 0.00% | −1,847−10.7% | Reduced |
| Childress Capital Advisors, LLC | 15,679 | $181.4K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 15,888 | $183.8K | 0.00% | −1,119−6.6% | Reduced |
| SageView Advisory Group, LLC | 15,885 | $186.7K | 0.01% | −8,344−34.4% | Reduced |
| IHT Wealth Management, LLC | 16,185 | $187.3K | 0.00% | −33−0.2% | Reduced |
| Savvy Advisors, Inc. | 16,479 | $190.7K | 0.00% | +16,479 | New |
| Susquehanna International Group, LLP | 16,866 | $195.1K | 0.00% | −13,758−44.9% | Reduced |
| Princeton Global Asset Management LLC | 17,121 | $198.1K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,468 | $202.1K | 0.00% | +17,468 | New |
| TSFG, LLC | 18,315 | $212.0K | 0.03% | +10,972+149.4% | Added |
| Mackenzie Financial Corp | 18,424 | $213.2K | 0.00% | +18,424 | New |
| Harvest Investment Services, LLC | 19,570 | $226.4K | 0.04% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 20,437 | $242.2K | 0.05% | +4,656+29.5% | Added |
| Independent Solutions Wealth Management, LLC | 20,939 | $242.3K | 0.03% | +20,939 | New |
| Fisher Asset Management, LLC | 23,632 | $273.4K | 0.00% | +23,632 | New |
| Intrua Financial, LLC | 24,047 | $278.2K | 0.03% | +5,665+30.8% | Added |
| Kestra Advisory Services, LLC | 24,973 | $288.9K | 0.00% | −7,463−23.0% | Reduced |
| Summit Financial, LLC | 25,196 | $291.5K | 0.00% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 26,345 | $304.8K | 0.01% | +26,345 | New |
| Independent Financial Group, LLC | 26,699 | $308.9K | 0.01% | −9,460−26.2% | Reduced |
| Allworth Financial LP | 27,403 | $317.1K | 0.00% | −6,700−19.6% | Reduced |
| Mariner, LLC | 28,182 | $326.1K | 0.00% | −10,936−28.0% | Reduced |
| Shepherd Financial Partners LLC | 28,187 | $326.1K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Partners, Ltd. | 28,320 | $327.7K | 0.12% | −16,506−36.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,496 | $329.7K | 0.01% | −10,020−26.0% | Reduced |
| Quaker Wealth Management, LLC | 29,849 | $345.4K | 0.10% | 00.0% | Unchanged |
| HRT Financial LP | 31,357 | $362.0K | 0.00% | −4,873−13.5% | Reduced |