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Morgan Stanley Direct Lending Fund Ownership | Who Owns Morgan Stanley Direct Lending Fund?

OverviewForecastRevenueFinancialsChartTranscripts

Morgan Stanley Direct Lending Fund Ownership Summary

Morgan Stanley Direct Lending Fund is owned by 44.49% institutional investors, 0.61% insiders, and 54.90% retail investors. Morgan stanley is the largest institutional shareholder, holding 18.33% of MSDL shares.

MSDL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMorgan Stanley Direct Lending Fund44.49%0.61%54.90%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryFinancial Conglomerates Stocks10299.40%17.27%-10216.67%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Morgan stanley15.72M18.33%$237.74M
Ubs group2.58M3.01%$39.03M
Van eck associates2.01M2.35%$30.45M
Generali asset management spa sgr1.83M2.13%$27.67M
Lunate capital1.10M1.29%$16.69M
Russell investments group1.06M1.24%$16.05M
Two sigma investments, lp893.19K1.04%$13.51M
Muzinich838.90K0.98%$12.68M
Ares management775.13K0.90%$11.72M
Ensign peak advisors748.00K0.87%$11.31M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Lunate capital1.10M8.51%$16.69M
Muzinich838.90K4.33%$12.68M
Tt capital management343.32K4.04%$5.19M
American financial group631.50K3.37%$9.55M
Graniteshares advisors164.37K1.60%$2.49M
Dg capital management475.54K1.51%$7.19M
P.a.w. capital102.60K1.19%$1.55M
Fosun240.37K0.81%$3.63M
Ares management775.13K0.51%$11.72M
Generali asset management spa sgr1.83M0.50%$27.67M

Top Buyers

HolderShares% AssetsChange
Lunate capital1.10M8.51%1.10M
Ubs group2.58M0.01%984.49K
Ensign peak advisors748.00K0.02%748.00K
Van eck associates2.01M0.02%580.14K
Brown brothers harriman539.66K0.04%539.66K

Top Sellers

HolderShares% AssetsChange
Rivernorth capital management---1.05M
Toronto dominion bank---622.21K
Marshall wace, llp---543.18K
Truffle hound capital---320.00K
Cliffwater---242.19K

New Positions

HolderShares% AssetsChangeValue
Lunate capital1.10M8.51%1.10M$16.69M
Ensign peak advisors748.00K0.02%748.00K$11.31M
Brown brothers harriman539.66K0.04%539.66K$8.16M
Callodine capital management, lp100.00K0.10%100.00K$1.51M
Lm advisors84.11K0.15%84.11K$1.31M

Sold Out

HolderChange
Caitong asset management-3.00
Assetmark-30.00
Cx institutional-100.00
Advisornet financial-288.00
Merkkuri wealth advisors-309.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261451.40%38,161,6736.96%442.66%751.35%41-2.38%
Mar 31, 20261422.16%35,579,930-1.97%402.33%74-10.84%417.89%
Dec 31, 202538-69.35%7,013,010-77.65%80.62%23-66.67%11-70.27%
Sep 30, 202542-62.50%5,254,546-81.08%60.59%23-68.49%15-37.50%
Jun 30, 202511214.29%30,260,46117.84%344.11%74-2.63%2484.62%

Recent Insider Transactions

DateNameRoleActivityValue
Mar 05, 2026Day Jeff M. Co-PresidentBuy$74.47K
Mar 03, 2026Mizrachi Orit See RemarksBuy$14.49K
Mar 02, 2026MILLER DAVID N-Buy$73.40K
Mar 03, 2026MILLER DAVID N-Buy$73.45K
Mar 02, 2026Occi Michael Jr. Chief Executive OfficerBuy$104.10K

Insider Transactions Trends

DateBuySell
2026 Q15-
2025 Q43-
2025 Q37-
2025 Q23-

MSDL Ownership FAQ

Who Owns Morgan Stanley Direct Lending Fund?

Morgan Stanley Direct Lending Fund shareholders are primarily institutional investors at 44.49%, followed by 0.61% insiders and 54.90% retail investors. The average institutional ownership in Morgan Stanley Direct Lending Fund's industry, Financial Conglomerates Stocks, is 10299.40%, which Morgan Stanley Direct Lending Fund falls below.

Who owns the most shares of Morgan Stanley Direct Lending Fund?

Morgan Stanley Direct Lending Fund’s largest shareholders are Morgan stanley (15.72M shares, 18.33%), Ubs group (2.58M shares, 3.01%), and Van eck associates (2.01M shares, 2.35%). Together, they hold 23.69% of Morgan Stanley Direct Lending Fund’s total shares outstanding.

Does Blackrock own Morgan Stanley Direct Lending Fund?

BlackRock is not among the top 10 institutional shareholders of Morgan Stanley Direct Lending Fund.

Who is Morgan Stanley Direct Lending Fund’s biggest shareholder by percentage of total assets invested?

Lunate capital is Morgan Stanley Direct Lending Fund’s biggest shareholder by percentage of total assets invested, with 8.51% of its assets in 1.1M Morgan Stanley Direct Lending Fund shares, valued at 16.69M$.

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