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MSIF · Msc Income Fund, Inc.

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$12.72 +0.13 (+1.03%) At close · Aug 20
Market Cap
$570.90M
Shares
45.35M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 166
Total Value: $172,281,712
Total Shares: 14,890,389

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 166 13F filers · Δ vs Mar 31, 2026
Top Holder
15.2%
Mar 2025 → Jun 2026 · range 7.8% – 43.6%
+1.3 pts
Top 5
41.9%
Mar 2025 → Jun 2026 · range 30.5% – 83.6%
+1.5 pts
Top 10
57.7%
Mar 2025 → Jun 2026 · range 49.4% – 94.0%
+1.0 pts
HHI
503
Mar 2025 → Jun 2026 · range 316 – 2,400
Broadly held+39

Quarterly Activity

vs Mar 31, 2026
New
32
Increased
42
Decreased
59
Sold Out
27
Unchanged
33
Holder count: +5
Institutional value: +9.2%
Shares held: +14.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
SANDERS MORRIS HARRIS LLC +457,004 2,263,426
ARES MANAGEMENT LLC +441,264 1,267,910
VAN ECK ASSOCIATES CORP +241,495 915,670
MARSHALL WACE, LLP +229,487 318,804
UBS Group AG +209,794 1,006,541

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
TWO SIGMA INVESTMENTS, LP −350,383 783,888
Legacy Wealth Managment, LLC/ID −66,224 71,950
MILLENNIUM MANAGEMENT LLC −57,480 68,599
Alpine Global Management, LLC −53,577 152,492
Cetera Investment Advisers −52,816 258,741

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
J.W. COLE ADVISORS, INC. 202,156 $2,338,944
INTRINSIC EDGE CAPITAL MANAGEMENT LLC 130,000 $1,504,100
Arax Advisory Partners 106,794 $1,235,606
RFG Advisory, LLC 56,664 $655,602
Brevan Howard Capital Management LP 41,700 $482,469

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
U.S. Capital Wealth Advisors, LLC 109,672 $1,335,804
CWM, LLC 89,080 $1,084,994
TCFG WEALTH MANAGEMENT, LLC 34,941 $425,581
Trexquant Investment LP 33,864 $412,463
Virtu Financial LLC 31,635 $385,314
Filter: New 32 Increased 42 Reduced 59 Sold out 27 Unchanged 33
Showing 100 of 166
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
SANDERS MORRIS HARRIS LLC $26,187,838 15.20% 2,263,426
ARES MANAGEMENT LLC $14,669,718 8.51% 1,267,910
UBS Group AG $11,645,678 6.76% 1,006,541
VAN ECK ASSOCIATES CORP $10,594,301 6.15% 915,670
TWO SIGMA INVESTMENTS, LP $9,069,584 5.26% 783,888
FRANKLIN RESOURCES INC $9,019,138 5.24% 779,528
North Ground Capital $6,220,032 3.61% 537,600
LPL Financial LLC $5,143,964 2.99% 444,595
MARSHALL WACE, LLP $3,688,562 2.14% 318,804
Cambridge Investment Research Advisors, Inc. $3,175,212 1.84% 274,435
Cetera Investment Advisers $2,993,633 1.74% 258,741
Qube Research & Technologies Ltd $2,583,071 1.50% 223,256
OSAIC HOLDINGS, INC. $2,451,659 1.42% 211,898
CENTAURUS FINANCIAL, INC. $2,433,124 1.41% 210,296
FJ Capital Management LLC $2,386,358 1.39% 206,254
J.W. COLE ADVISORS, INC. $2,338,944 1.36% 202,156
Clayton Partners LLC $2,314,000 1.34% 200,000
Sigma Planning Corp $2,112,415 1.23% 182,577
BlackRock, Inc. $2,023,315 1.17% 174,876
Alpine Global Management, LLC $1,764,332 1.02% 152,492
BARCLAYS PLC $1,653,734 0.96% 142,933
MORGAN STANLEY $1,557,320 0.90% 134,600
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $1,504,100 0.87% 130,000
RIVERBRIDGE PARTNERS LLC $1,329,913 0.77% 114,945
AVISO WEALTH MANAGEMENT $1,321,872 0.77% 114,250
Atom Investors LP $1,303,001 0.76% 112,619
Arax Advisory Partners $1,235,606 0.72% 106,794
Diversify Advisory Services, LLC $1,228,259 0.71% 106,159
DIVERSIFY WEALTH MANAGEMENT, LLC $1,228,259 0.71% 106,159
Rockport Wealth LLC $1,124,037 0.65% 97,151
Arkadios Wealth Advisors $1,106,635 0.64% 95,647
Merit Financial Group, LLC $1,049,653 0.61% 90,722
Garrett Wealth Advisory Group, LLC $1,041,739 0.60% 90,038
Private Advisor Group, LLC $1,040,293 0.60% 89,913
HARBOUR INVESTMENTS, INC. $948,057 0.55% 81,941
Magnetar Financial LLC $940,096 0.55% 81,253
XTX Topco Ltd $901,036 0.52% 77,877
COMMONWEALTH EQUITY SERVICES, LLC $871,001 0.51% 75,281
Legacy Wealth Managment, LLC/ID $832,461 0.48% 71,950
MILLENNIUM MANAGEMENT LLC $793,690 0.46% 68,599
NEUBERGER BERMAN GROUP LLC $665,402 0.39% 57,511
CAPTRUST FINANCIAL ADVISORS $660,658 0.38% 57,101
RFG Advisory, LLC $655,602 0.38% 56,664
BOS Asset Management, LLC $639,705 0.37% 55,290
CONFLUENCE INVESTMENT MANAGEMENT LLC $629,662 0.37% 54,422
ROYAL BANK OF CANADA $622,882 0.36% 53,836
Stratos Wealth Partners, LTD. $571,615 0.33% 49,405
MERIDIAN INVESTMENT COUNSEL INC. $554,781 0.32% 47,950
Prospera Financial Services Inc $553,323 0.32% 47,824
Wealthcare Advisory Partners LLC $536,871 0.31% 46,402
Joel Isaacson & Co., LLC $534,233 0.31% 46,174
ENVESTNET ASSET MANAGEMENT INC $496,885 0.29% 42,946
Beacon Financial Advisory LLC $484,979 0.28% 41,917
Brevan Howard Capital Management LP $482,469 0.28% 41,700
Triumph Capital Management $471,743 0.27% 40,773
CoreCap Advisors, LLC $467,208 0.27% 40,381
RAYMOND JAMES FINANCIAL INC $462,070 0.27% 39,937
First Financial Bankshares Inc $444,692 0.26% 38,435
Perigon Wealth Management, LLC $421,842 0.24% 36,460
Creative Planning $398,586 0.23% 34,450
Simplicity Wealth,LLC $393,935 0.23% 34,048
VARCOV Co. $390,522 0.23% 33,753
Virtus Investment Advisers, LLC $384,320 0.22% 33,217
Advisory Alpha, LLC $370,147 0.21% 31,992
WCG Wealth Advisors LLC $367,937 0.21% 31,801
MML INVESTORS SERVICES, LLC $366,167 0.21% 31,648
HRT FINANCIAL LP $362,800 0.21% 31,357
TCFG Investment Advisors, LLC $361,921 0.21% 31,281
Quaker Wealth Management, LLC $345,352 0.20% 29,849
Y-Intercept (Hong Kong) Ltd $329,698 0.19% 28,496
Strategic Financial Partners, Ltd. $327,662 0.19% 28,320
Shepherd Financial Partners LLC $326,123 0.19% 28,187
Mariner, LLC $326,065 0.19% 28,182
Allworth Financial LP $317,052 0.18% 27,403
INDEPENDENT FINANCIAL GROUP, LLC $308,907 0.18% 26,699
EAGLE GLOBAL ADVISORS LLC $304,811 0.18% 26,345
Summit Financial, LLC $291,517 0.17% 25,196
Kestra Advisory Services, LLC $288,937 0.17% 24,973
Intrua Financial, LLC $278,223 0.16% 24,047
Fisher Asset Management, LLC $273,422 0.16% 23,632
Integrated Wealth Concepts LLC $262,916 0.15% 22,724
Independent Solutions Wealth Management, LLC $242,264 0.14% 20,939
Global Assets Advisory, LLC $236,456 0.14% 20,437
Harvest Investment Services, LLC $226,424 0.13% 19,570
MACKENZIE FINANCIAL CORP $213,165 0.12% 18,424
TSFG, LLC $211,904 0.12% 18,315
JANE STREET GROUP, LLC $202,104 0.12% 17,468
Princeton Global Asset Management LLC $198,089 0.11% 17,121
SUSQUEHANNA INTERNATIONAL GROUP, LLP $195,139 0.11% 16,866
Savvy Advisors, Inc. $190,662 0.11% 16,479
IHT Wealth Management, LLC $187,260 0.11% 16,185
Brookstone Capital Management $183,824 0.11% 15,888
SageView Advisory Group, LLC $183,789 0.11% 15,885
CHILDRESS CAPITAL ADVISORS, LLC $181,406 0.11% 15,679
Focus Partners Wealth $178,316 0.10% 15,412
Tactive Advisors, LLC $176,326 0.10% 15,240
BostonPremier Wealth LLC $173,931 0.10% 15,033
PFG Investments, LLC $171,768 0.10% 14,846
Schonfeld Strategic Advisors LLC $170,611 0.10% 14,746
PRICE T ROWE ASSOCIATES INC /MD/ $169,951 0.10% 14,689
Key facts CIK 1535778 CUSIP 55374X208 13F (30d) 136 filings 135 filers Visit website Investor relations

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