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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 8.08% institutional investors, 0.50% insiders, and 91.43% retail investors. Morgan stanley is the largest institutional shareholder, holding 18.28% of MSDL shares.

MSDL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMorgan Stanley Direct Lending Fund8.08%0.50%91.43%
IndustryFinancial Conglomerates Stocks44.26%17.24%38.49%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Morgan stanley15.88M18.28%$261.64M
Van eck associates1.97M2.26%$31.64M
Generali asset management spa sgr1.83M2.11%$30.16M
Ubs group1.67M1.92%$27.50M
Rivernorth capital management989.13K1.13%$15.91M
Muzinich766.45K0.88%$12.63M
Toronto dominion bank565.62K0.65%$9.10M
Sumitomo mitsui trust558.11K0.64%$9.20M
Americana partners551.78K0.64%$9.09M
American financial group531.50K0.61%$8.76M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Tt capital management302.95K3.98%$4.99M
Muzinich766.45K3.97%$12.63M
American financial group531.50K3.18%$8.76M
Graniteshares advisors159.18K1.59%$2.62M
Rivernorth capital management989.13K0.91%$15.91M
Fosun221.87K0.85%$3.66M
Generali asset management spa sgr1.83M0.62%$30.16M
Activest wealth management195.62K0.60%$3.22M
Shikiar asset management130.50K0.54%$2.15M
Legacy capital wealth partners76.98K0.27%$1.27M

Top Buyers

HolderShares% AssetsChange
Rivernorth capital management989.13K0.91%781.96K
Ubs group1.67M0.00%704.39K
Toronto dominion bank565.62K0.01%565.62K
American financial group531.50K3.18%531.50K
Hrt financial lp394.24K0.02%394.24K

Top Sellers

HolderShares% AssetsChange
Marshall wace, llp---543.18K
Renaissance133.50K0.00%-389.29K
Cliffwater---242.19K
Black swift group---170.66K
Grantham, mayo, van otterloo---106.93K

New Positions

HolderShares% AssetsChangeValue
Toronto dominion bank565.62K0.01%565.62K$9.10M
American financial group531.50K3.18%531.50K$8.76M
Fosun221.87K0.85%221.87K$3.66M
Cullen/frost bankers184.08K0.03%184.08K$3.03M
Graniteshares advisors159.18K1.59%159.18K$2.62M

Sold Out

HolderChange
Caitong asset management-3.00
Barclays-222.00
Wealthspire advisors-500.00
Comerica bank-1.14K
Ameritas advisory services-3.39K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
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-

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 8.08%, followed by 0.50% insiders and 91.42% retail investors. The average institutional ownership in Morgan Stanley Direct Lending Fund's industry, Financial Conglomerates Stocks, is 44.26%, 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 (15.88M shares, 18.28%), Van eck associates (1.97M shares, 2.26%), and Generali asset management spa sgr (1.83M shares, 2.11%). Together, they hold 22.65% 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?

Tt capital management is Morgan Stanley Direct Lending Fund’s biggest shareholder by percentage of total assets invested, with 3.98% of its assets in 302.95K Morgan Stanley Direct Lending Fund shares, valued at 4.99M$.

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