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 0.43% institutional investors, 0.21% insiders, and 99.35% retail investors. Millennium management is the largest institutional shareholder, holding 0.22% of MSDL shares.

MSDL Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockMorgan Stanley Direct Lending Fund0.43%0.21%99.35%
IndustryFinancial Conglomerates Stocks54.67%14.65%30.68%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Millennium management198.68K0.22%$3.97M
Cubist systematic strategies121.47K0.14%$2.42M
Captrust financial advisors48.47K0.05%$967.36K
Creative planning15.93K0.02%$318.04K
Total clarity wealth management---
Envestnet asset management---
Bnp paribas arbitrage, snc---
Xtx topco---
Bank of nova scotia---
Virtus etf advisers---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Cubist systematic strategies121.47K0.01%$2.42M
Captrust financial advisors48.47K0.00%$967.36K
Millennium management198.68K0.00%$3.97M
Creative planning15.93K0.00%$318.04K
Total clarity wealth management---
Envestnet asset management---
Bnp paribas arbitrage, snc---
Xtx topco---
Bank of nova scotia---
Virtus etf advisers---

Top Buyers

HolderShares% AssetsChange
Millennium management198.68K0.00%173.29K
Cubist systematic strategies121.47K0.01%68.73K
Captrust financial advisors48.47K0.00%16.48K
Creative planning15.93K0.00%15.93K
National bank of canada /fi/---252.00

Top Sellers

HolderShares% AssetsChange
Marshall wace, llp---99.91K
Envestnet asset management---62.49K
Jane street group---41.15K
Gsa capital partners llp---36.10K
Xtx topco---29.14K

New Positions

HolderShares% AssetsChangeValue
Creative planning15.93K0.00%15.93K$318.04K

Sold Out

HolderChange
National bank of canada /fi/-252.00
Bnp paribas arbitrage, snc-6.77K
Bank of nova scotia-9.69K
Total clarity wealth management-9.86K
Virtus etf advisers-13.82K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20254-95.12%384,554-98.14%-0.08%4-94.52%--100.00%
Dec 31, 20248348.21%20,758,69622.84%236.49%7448.00%4-
Sep 30, 202456211.11%16,899,46719.76%187.58%50284.62%4-
Jun 30, 202418-10.00%14,111,4400.52%156.12%13-35.00%4-
Mar 31, 202420-14,038,244-16-20---

Recent Insider Transactions


DateNameRoleActivityValue
Jun 06, 2025Shannon Kevin-Buy$110.72K
Jun 06, 2025Shannon Kevin-Buy$44.71K
Jun 06, 2025Shannon Kevin-Buy$38.86K

MSDL Ownership FAQ


Who Owns Morgan Stanley Direct Lending Fund?

Morgan Stanley Direct Lending Fund shareholders are primarily institutional investors at 0.43%, followed by 0.21% insiders and 99.36% retail investors. The average institutional ownership in Morgan Stanley Direct Lending Fund's industry, Financial Conglomerates Stocks, is 54.67%, 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 Millennium management (198.68K shares, 0.22%), Cubist systematic strategies (121.47K shares, 0.14%), and Captrust financial advisors (48.46K shares, 0.05%). Together, they hold 0.42% 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?

Cubist systematic strategies is Morgan Stanley Direct Lending Fund’s biggest shareholder by percentage of total assets invested, with 0.01% of its assets in 121.47K Morgan Stanley Direct Lending Fund shares, valued at 2.42M$.

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