MSC Income Fund Ownership | Who Owns MSC Income Fund?
MSC Income Fund Ownership Summary
MSC Income Fund is owned by 13.90% institutional investors, 0.49% insiders, and 85.62% retail investors. Sanders morris harris is the largest institutional shareholder, holding 3.88% of MSIF shares. VanEck BDC Income ETF is the top mutual fund, with 1.73% of its assets in MSC Income Fund shares.
MSIF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MSC Income Fund | 13.90% | 0.49% | 85.62% |
| Industry | Asset Management Stocks | 45.80% | 11.76% | 42.44% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Sanders morris harris | 1.81M | 3.88% | $22.00M |
| Two sigma investments, lp | 1.13M | 2.44% | $13.82M |
| Ares management | 826.65K | 1.78% | $10.07M |
| Ubs group | 796.75K | 1.71% | $9.70M |
| Van eck associates | 674.17K | 1.45% | $8.21M |
| Franklin resources | 627.13K | 1.35% | $7.64M |
| Lpl financial | 454.59K | 0.98% | $5.54M |
| North ground capital | 448.92K | 0.97% | $5.47M |
| Cetera investment advisers | 311.56K | 0.67% | $3.79M |
| Cambridge investment research advisors | 264.72K | 0.57% | $3.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| North ground capital | 448.92K | 6.59% | $5.47M |
| Sanders morris harris | 1.81M | 3.49% | $22.00M |
| Clayton partners | 170.00K | 1.51% | $2.07M |
| Legacy wealth managment, llc/id | 138.17K | 0.84% | $1.68M |
| Ares management | 826.65K | 0.66% | $10.07M |
| Alpine global management | 206.07K | 0.38% | $2.51M |
| Aviso wealth management | 64.13K | 0.35% | $781.10K |
| Strategic financial partners | 44.83K | 0.24% | $545.98K |
| Rockport wealth | 106.07K | 0.23% | $1.29M |
| Fj capital management | 171.06K | 0.23% | $2.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sanders morris harris | 1.81M | 3.49% | 1.81M |
| Ubs group | 796.75K | 0.00% | 795.75K |
| Two sigma investments, lp | 1.13M | 0.01% | 792.72K |
| Van eck associates | 674.17K | 0.01% | 674.17K |
| Ares management | 826.65K | 0.66% | 238.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 126.08K | 0.00% | -326.15K |
| Jane street group | - | - | -272.79K |
| Marshall wace, llp | 89.32K | 0.00% | -265.03K |
| J.w. cole advisors | - | - | -167.39K |
| Blackrock funding, inc. /de | 178.43K | - | -152.49K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Van eck associates | 674.17K | 0.01% | 674.17K | $8.21M |
| Fj capital management | 171.06K | 0.23% | 171.06K | $2.08M |
| Diversify wealth management | 114.38K | 0.03% | 114.38K | $1.41M |
| Barclays | 110.41K | 0.00% | 110.41K | $1.34M |
| Magnetar financial | 86.74K | 0.01% | 86.74K | $1.06M |
Sold Out
| Holder | Change |
|---|---|
| Wealth watch advisors | -2.00 |
| Hhm wealth advisors | -128.00 |
| Creative financial designs inc /adv | -178.00 |
| Fifth third bancorp | -611.00 |
| Trust | -855.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 93 | -35.86% | 6,462,724 | -17.23% | 13 | 5.10% | 78 | -41.35% | 11 | 10.00% |
| 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 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 782.84K | 1.73% | 5.39K |
| Putnam BDC Income ETF | 759.33K | 1.67% | - |
| iShares Listed Private Eq ETF USD Dist | 175.47K | 0.39% | - |
| Mercer Opportunistic Fixed Income Y3 | 47.07K | 0.10% | - |
| Virtus Private Credit ETF | 33.89K | 0.07% | - |
| First Trust Specialty Finance | 27.17K | 0.06% | - |
| Confluence BDC-Wrap | 22.12K | 0.05% | 3.81K |
| T. Rowe Price M-A Glb Inc I USD | 13.57K | 0.03% | 401.00 |
| T. Rowe Price MA Global Income Comp | 13.16K | 0.03% | 13.16K |
| Mackenzie Diversified Alts Fd F5 | 9.09K | 0.02% | 9.09K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 30, 2026 | Hyzak Dwayne L. | CEO, SMD | Buy | $69.72K |
| Jun 23, 2026 | Meserve Nicholas | Managing Director | Buy | $28.57K |
| Jun 11, 2026 | Gilbert Cory | CFO and Treasurer | Buy | $11.78K |
| Jun 09, 2026 | Hyzak Dwayne L. | CEO, SMD | Buy | $1.37K |
| Jun 09, 2026 | Hyzak Dwayne L. | CEO, SMD | Buy | $48.61K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 8 | - |
| 2026 Q1 | 3 | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 10 | - |
MSIF Ownership FAQ
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