Morgan Stanley Direct Lending Fund Ownership | Who Owns Morgan Stanley Direct Lending Fund?
Morgan Stanley Direct Lending Fund Ownership Summary
Morgan Stanley Direct Lending Fund is owned by 40.77% institutional investors, 0.60% insiders, and 58.63% retail investors. Morgan stanley is the largest institutional shareholder, holding 18.19% of MSDL shares.
MSDL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Morgan Stanley Direct Lending Fund | 40.77% | 0.60% | 58.63% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Financial Conglomerates Stocks | 17122.56% | 13.56% | -17036.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 15.87M | 18.19% | $221.61M |
| Generali asset management spa sgr | 1.83M | 2.13% | $27.67M |
| Ubs group | 1.60M | 1.83% | $22.29M |
| Van eck associates | 1.43M | 1.64% | $20.02M |
| Lunate capital | 1.10M | 1.29% | $16.69M |
| Rivernorth capital management | 1.05M | 1.21% | $14.69M |
| Two sigma investments, lp | 889.35K | 1.02% | $12.42M |
| Muzinich | 838.90K | 0.98% | $12.68M |
| Russell investments group | 721.95K | 0.83% | $10.08M |
| American financial group | 631.50K | 0.72% | $8.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lunate capital | 1.10M | 8.51% | $16.69M |
| Muzinich | 838.90K | 4.33% | $12.68M |
| Tt capital management | 332.47K | 3.83% | $4.64M |
| American financial group | 631.50K | 3.27% | $8.82M |
| Dg capital management | 575.54K | 2.46% | $8.03M |
| Graniteshares advisors | 142.84K | 1.44% | $1.99M |
| P.a.w. capital | 102.60K | 1.19% | $1.55M |
| Fosun | 240.37K | 0.84% | $3.36M |
| Rivernorth capital management | 1.05M | 0.73% | $14.69M |
| Generali asset management spa sgr | 1.83M | 0.50% | $27.67M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lunate capital | 1.10M | 8.51% | 1.10M |
| Dg capital management | 575.54K | 2.46% | 575.54K |
| Russell investments group | 721.95K | 0.01% | 479.53K |
| Ares management | 412.00K | 0.38% | 312.00K |
| Rivernorth capital management | 1.05M | 0.73% | 287.81K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | - | - | -543.18K |
| Van eck associates | 1.43M | 0.01% | -406.86K |
| Hrt financial lp | - | - | -394.24K |
| Truffle hound capital | - | - | -320.00K |
| Americana partners | 257.18K | 0.09% | -294.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lunate capital | 1.10M | 8.51% | 1.10M | $16.69M |
| Dg capital management | 575.54K | 2.46% | 575.54K | $8.03M |
| Hightower advisors | 265.28K | 0.00% | 265.28K | $3.70M |
| Exoduspoint capital management, lp | 160.33K | 0.02% | 160.33K | $2.24M |
| State street | 105.46K | 0.00% | 105.46K | $1.52M |
Sold Out
| Holder | Change |
|---|---|
| Caitong asset management | -3.00 |
| Assetmark | -30.00 |
| Cx institutional | -100.00 |
| Advisornet financial | -288.00 |
| Merkkuri wealth advisors | -309.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 142 | 2.16% | 35,579,930 | -1.97% | 40 | 2.33% | 74 | -10.84% | 41 | 7.89% |
| Dec 31, 2025 | 38 | -69.35% | 7,013,010 | -77.65% | 8 | 0.62% | 23 | -66.67% | 11 | -70.27% |
| Sep 30, 2025 | 42 | -62.50% | 5,254,546 | -81.08% | 6 | 0.59% | 23 | -68.49% | 15 | -37.50% |
| Jun 30, 2025 | 112 | 14.29% | 30,260,461 | 17.84% | 34 | 4.11% | 74 | -2.63% | 24 | 84.62% |
| Mar 31, 2025 | 4 | -95.12% | 384,554 | -98.14% | - | 0.08% | 4 | -94.52% | - | -100.00% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 05, 2026 | Day Jeff M. | Co-President | Buy | $74.47K |
| Mar 03, 2026 | Mizrachi Orit | See Remarks | Buy | $14.49K |
| Mar 02, 2026 | MILLER DAVID N | - | Buy | $73.40K |
| Mar 03, 2026 | MILLER DAVID N | - | Buy | $73.45K |
| Mar 02, 2026 | Occi Michael Jr. | Chief Executive Officer | Buy | $104.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 5 | - |
| 2025 Q4 | 3 | - |
| 2025 Q3 | 7 | - |
| 2025 Q2 | 3 | - |
MSDL Ownership FAQ
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