MSC Income Fund Ownership | Who Owns MSC Income Fund?
MSC Income Fund Ownership Summary
MSC Income Fund is owned by 10.89% institutional investors, 0.47% insiders, and 88.64% retail investors. Ares management is the largest institutional shareholder, holding 1.24% of MSIF shares.
MSIF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MSC Income Fund | 10.89% | 0.47% | 88.64% |
| Industry | Asset Management Stocks | 25.13% | 8.83% | 66.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ares management | 588.25K | 1.24% | $7.73M |
| North ground capital | 501.68K | 1.06% | $6.59M |
| Franklin resources | 417.67K | 0.88% | $5.49M |
| Blackrock funding, inc. /de | 330.92K | 0.70% | $4.35M |
| Lpl financial | 274.56K | 0.58% | $3.61M |
| Jane street group | 272.79K | 0.58% | $3.58M |
| Marshall wace, llp | 211.10K | 0.45% | $2.77M |
| Cambridge investment research advisors | 209.62K | 0.44% | $2.75M |
| Alpine global management | 168.69K | 0.36% | $2.21M |
| J.w. cole advisors | 167.39K | 0.35% | $2.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| North ground capital | 501.68K | 3.27% | $6.59M |
| Legacy wealth managment, llc/id | 134.41K | 0.84% | $1.77M |
| Ares management | 588.25K | 0.44% | $7.73M |
| Alpine global management | 168.69K | 0.38% | $2.21M |
| Strategic financial partners | 38.71K | 0.22% | $508.67K |
| Rockport wealth | 72.66K | 0.19% | $954.75K |
| Bos asset management | 36.85K | 0.13% | $484.21K |
| Virtus investment advisers | 30.16K | 0.11% | $395.98K |
| Almitas capital | 30.15K | 0.09% | $395.82K |
| Quaker wealth management | 21.32K | 0.09% | $280.21K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | 272.79K | 0.00% | 272.79K |
| Marshall wace, llp | 211.10K | 0.00% | 211.10K |
| North ground capital | 501.68K | 3.27% | 181.90K |
| Ares management | 588.25K | 0.44% | 179.86K |
| Alpine global management | 168.69K | 0.38% | 168.69K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sanders morris harris | - | - | -1.14M |
| Price t rowe associates inc /md/ | - | - | -163.88K |
| Teacher retirement system of texas | - | - | -64.39K |
| Buckingham strategic partners | - | - | -41.28K |
| Flputnam investment management | - | - | -32.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 211.10K | 0.00% | 211.10K | $2.77M |
| Alpine global management | 168.69K | 0.38% | 168.69K | $2.21M |
| Cetera investment advisers | 105.06K | 0.00% | 105.06K | $1.38M |
| First financial bankshares | 38.44K | 0.01% | 38.44K | $505.04K |
| Private advisor group | 33.73K | 0.00% | 33.73K | $442.87M |
Sold Out
| Holder | Change |
|---|---|
| Hhm wealth advisors | -128.00 |
| Moisand fitzgerald tamayo | -536.00 |
| Wealthspire advisors | -1.16K |
| Gps wealth strategies group | -1.76K |
| Acadian asset management | -5.26K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 97 | 1.04% | 5,149,574 | 0.65% | 10 | 9.20% | 91 | 2.25% | 4 | - |
| Sep 30, 2025 | 68 | 126.67% | 3,927,967 | 63.23% | 8 | 28.78% | 63 | 186.36% | 3 | -40.00% |
| Jun 30, 2025 | 14 | -39.13% | 1,293,875 | -17.19% | 2 | 23.68% | 13 | -43.48% | - | - |
| Mar 31, 2025 | 23 | - | 1,562,514 | - | 3 | - | 23 | - | - | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 30, 2025 | Hyzak Dwayne L. | CEO, SMD | Buy | $49.85K |
| Sep 30, 2025 | Magdol David L. | PRESIDENT, CIO AND SMD | Buy | $46.38K |
| Sep 30, 2025 | Gilbert Cory | CFO and Treasurer | Buy | $6.58K |
| Sep 29, 2025 | Hyzak Dwayne L. | CEO, SMD | Buy | $49.85K |
| Sep 26, 2025 | Niemann John O. Jr. | - | Buy | $23.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 10 | - |
MSIF Ownership FAQ
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