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 6.03% institutional investors, 0.24% insiders, and 93.73% retail investors. Morgan stanley is the largest institutional shareholder, holding 18.24% of MSDL shares.
MSDL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Morgan Stanley Direct Lending Fund | 6.03% | 0.24% | 93.73% |
| Industry | Financial Conglomerates Stocks | 44.63% | 16.07% | 39.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 15.90M | 18.24% | $255.72M |
| Van eck associates | 1.97M | 2.26% | $31.64M |
| Generali asset management spa sgr | 1.83M | 2.10% | $29.43M |
| Rivernorth capital management | 989.13K | 1.13% | $15.91M |
| Ubs group | 964.30K | 1.11% | $15.51M |
| Muzinich | 584.62K | 0.67% | $9.40M |
| Toronto dominion bank | 565.62K | 0.65% | $9.10M |
| Marshall wace, llp | 543.18K | 0.62% | $8.73M |
| Americana partners | 538.98K | 0.62% | $8.67M |
| Renaissance | 522.79K | 0.60% | $8.41M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tt capital management | 297.56K | 3.66% | $4.78M |
| Muzinich | 584.62K | 3.63% | $9.40M |
| Rivernorth capital management | 989.13K | 0.91% | $15.91M |
| Generali asset management spa sgr | 1.83M | 0.63% | $29.43M |
| Shikiar asset management | 120.90K | 0.49% | $1.94M |
| Activest wealth management | 125.29K | 0.41% | $2.01M |
| Naviter wealth | 161.33K | 0.31% | $2.67M |
| Sfmg | 259.35K | 0.29% | $4.17M |
| Americana partners | 538.98K | 0.26% | $8.67M |
| Legacy capital wealth partners | 70.83K | 0.25% | $1.14M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rivernorth capital management | 989.13K | 0.91% | 781.96K |
| Toronto dominion bank | 565.62K | 0.01% | 565.62K |
| Renaissance | 522.79K | 0.01% | 487.17K |
| Marshall wace, llp | 543.18K | 0.01% | 450.68K |
| Morgan stanley | 15.90M | 0.02% | 289.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cliffwater | - | - | -242.19K |
| Hrt financial lp | - | - | -176.40K |
| Black swift group | - | - | -170.66K |
| Grantham, mayo, van otterloo | - | - | -106.93K |
| Mai capital management | - | - | -97.92K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Toronto dominion bank | 565.62K | 0.01% | 565.62K | $9.10M |
| Centiva capital, lp | 150.96K | 0.02% | 150.96K | $2.43M |
| Quadrature capital | 50.70K | 0.01% | 50.70K | $814.73K |
| Marex group | 49.60K | 0.01% | 49.60K | $797.58K |
| Quest partners | 40.10K | 0.04% | 40.10K | $644.89K |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -5.43K |
| Bank of nova scotia | -9.69K |
| Total clarity wealth management | -9.86K |
| Patriot financial group insurance agency | -11.20K |
| Cambridge investment research advisors | -11.40K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 83 | 48.21% | 20,758,696 | 22.84% | 23 | 6.49% | 74 | 48.00% | 4 | - |
| Sep 30, 2024 | 56 | 211.11% | 16,899,467 | 19.76% | 18 | 7.58% | 50 | 284.62% | 4 | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 10, 2025 | FRANK BRUCE D | - | Buy | $9.84K |
| Oct 06, 2025 | Binstock Joan | - | Buy | $150.23K |
| Aug 14, 2025 | Shannon Kevin | - | Buy | $88.50K |
| Aug 14, 2025 | Pessah David | Chief Financial Officer | Buy | $60.25K |
| Aug 13, 2025 | Metz Adam S | - | Buy | $499.12K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 2 | - |
| 2025 Q3 | 7 | - |
| 2025 Q2 | 3 | - |
MSDL Ownership FAQ
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