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 $172.2M 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 | $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, 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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 14,689 | $170.0K | 0.00% | +1,524+11.6% | Added |
| Prime Capital Investment Advisors, LLC | 14,626 | $169.2K | 0.00% | −28,781−66.3% | Reduced |
| Carmel Capital Partners, LLC | 14,452 | $167.2K | 0.06% | −3,860−21.1% | Reduced |
| BridgePort Financial Solutions, LLC | 14,302 | $165.5K | 0.04% | −2,663−15.7% | Reduced |
| Pure Financial Advisors, Inc. | 14,240 | $164.8K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 13,772 | $159.3K | 0.01% | −4,302−23.8% | Reduced |
| Perennial Investment Advisors, LLC | 13,286 | $153.7K | 0.01% | +358+2.8% | Added |
| Bank of America Corp | 13,151 | $152.2K | 0.00% | +13,151 | New |
| Lido Advisors, LLC | 12,999 | $150.4K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,960 | $149.9K | 0.00% | −329−2.5% | Reduced |
| Armis Advisers, LLC | 12,399 | $144.1K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,034 | $139.2K | 0.00% | −386−3.1% | Reduced |
| WealthCare Investment Partners, LLC | 11,869 | $137.3K | 0.03% | −1,303−9.9% | Reduced |
| 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 |
| Savant Capital, LLC | 11,427 | $135.7K | 0.00% | +11,427 | New |
| Kovack Advisors, Inc. | 11,432 | $134.1K | 0.01% | +11,432 | New |
| Freestone Capital Holdings, LLC | 11,547 | $133.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,408 | $132.0K | 0.01% | +11,408 | New |
| Integrated Wealth Concepts LLC | 11,362 | $131.5K | 0.00% | +11,362 | New |
| Independent Wealth Network Inc. | 11,286 | $130.6K | 0.03% | −172−1.5% | Reduced |
| MQS Management LLC | 11,080 | $128.2K | 0.16% | +11,080 | New |
| Foundations Investment Advisors, LLC | 10,870 | $125.8K | 0.00% | −3,282−23.2% | Reduced |
| Entropy Technologies, LP | 10,771 | $124.6K | 0.00% | +10,771 | New |
| EP Wealth Advisors, LLC | 10,620 | $122.9K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 10,327 | $119.0K | 0.00% | −4,896−32.2% | Reduced |
| Nomura Holdings Inc | 10,000 | $115.7K | 0.00% | +10,000 | New |
| JPMorgan Chase & Co | 9,002 | $105.6K | 0.00% | +6,598+274.5% | Added |
| United Financial Planning Group LLC | 8,363 | $96.8K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,887 | $91.3K | 0.00% | −7,815−49.8% | Reduced |
| Westside Investment Management, Inc. | 6,000 | $69.4K | 0.01% | −3,500−36.8% | Reduced |
| Silver Oak Securities, Inc | 5,976 | $69.1K | 0.00% | +5,976 | New |
| Raleigh Capital Management Inc. | 5,843 | $67.6K | 0.02% | +158+2.8% | Added |
| Chilton Capital Management LLC | 4,432 | $51.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,349 | $50.3K | 0.00% | +4,349 | New |
| Massmutual Trust Co FSB | 3,643 | $42.1K | 0.00% | +3,643 | New |
| Golden State Wealth Management, LLC | 3,638 | $42.1K | 0.00% | −3,523−49.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 3,250 | $37.6K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,139 | $36.3K | 0.00% | +3,139 | New |
| PlanVest Financial, Inc | 2,955 | $34.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,893 | $33.5K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,654 | $30.7K | 0.00% | −1,516−36.4% | Reduced |
| Tounjian Advisory Partners, LLC | 2,589 | $30.0K | 0.01% | +2,589 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,500 | $28.9K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2,485 | $28.8K | 0.00% | +2,485 | New |
| Essential Investment Partners LLC | 2,183 | $25.3K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,088 | $24.2K | 0.00% | −8,689−80.6% | Reduced |
| Wolff Wiese Magana LLC | 2,076 | $24.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,072 | $24.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,824 | $21.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,428 | $16.5K | 0.00% | +1,428 | New |
| Steward Partners Investment Advisory, LLC | 1,296 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,260 | $14.6K | 0.00% | −24,789−95.2% | Reduced |
| Silicon Valley Capital Partners | 1,209 | $14.0K | 0.00% | +33+2.8% | Added |
| Wells Fargo & Company | 1,201 | $13.9K | 0.00% | +340+39.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,075 | $12.4K | 0.00% | 00.0% | Unchanged |
| Trust Co | 856 | $9.90K | 0.00% | +856 | New |
| NBC Securities, Inc. | 834 | $9.65K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 621 | $7.18K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 603 | $6.98K | 0.00% | +418+225.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 538 | $6.22K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 280 | $3.29K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 81 | $937 | 0.00% | −990−92.4% | Reduced |
| Archer Investment Corp | 28 | $321 | 0.00% | +1+3.7% | Added |
| Allied Private Wealth LLC | 20 | $229 | 0.00% | +20 | New |
| Caitong International Asset Management Co., Ltd | 5 | $58 | 0.00% | +5 | New |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,864−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −31,635−100.0% | Sold out |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −26,506−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −24,220−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −23,191−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −19,392−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −18,215−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −17,684−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −12,572−100.0% | Sold out |
| Richmond Investment Services, LLC | 0 | $0 | 0.00% | −12,192−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −11,729−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −11,677−100.0% | Sold out |
| ORG Wealth Partners, LLC | 0 | $0 | 0.00% | −10,321−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −9,104−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,807−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −6,282−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,265−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| TCFG Wealth Management, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |