MSC Income Fund Ownership | Who Owns MSC Income Fund?
MSC Income Fund Ownership Summary
MSC Income Fund is owned by 2.90% institutional investors, 0.08% insiders, and 97.02% retail investors. Sanders morris harris is the largest institutional shareholder, holding 2.37% of MSIF shares.
MSIF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MSC Income Fund | 2.90% | 0.08% | 97.02% |
| Industry | Asset Management Stocks | 51.84% | 9.46% | 38.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Sanders morris harris | 1.06M | 2.37% | $17.42M |
| Ares management | 408.39K | 0.91% | $6.71M |
| Blackrock funding, inc. /de | 248.10K | 0.53% | $4.08M |
| Price t rowe associates inc /md/ | 163.88K | 0.37% | $2.69M |
| U.s. capital wealth advisors | 106.99K | 0.24% | $1.76M |
| Kestra advisory services | 54.96K | 0.12% | $903.61M |
| Joel isaacson | 32.50K | 0.07% | $533.98K |
| Raymond james financial | 32.80K | 0.07% | $538.90K |
| Sageview advisory group | 27.24K | 0.06% | $441.27K |
| Acadian asset management | 23.45K | 0.05% | $384.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sanders morris harris | 1.06M | 4.16% | $17.42M |
| Ares management | 408.39K | 0.34% | $6.71M |
| U.s. capital wealth advisors | 106.99K | 0.05% | $1.76M |
| Joel isaacson | 32.50K | 0.02% | $533.98K |
| Sageview advisory group | 27.24K | 0.02% | $441.27K |
| Financial gravity companies | 1.39K | 0.00% | $22.69K |
| Kestra advisory services | 54.96K | 0.00% | $903.61M |
| Buckingham strategic partners | 17.06K | 0.00% | $280.29K |
| Confluence investment management | 10.60K | 0.00% | $174.19K |
| Acadian asset management | 23.45K | 0.00% | $384.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sanders morris harris | 1.06M | 4.16% | 1.06M |
| Blackrock funding, inc. /de | 248.10K | 0.00% | 62.89K |
| Joel isaacson | 32.50K | 0.02% | 32.50K |
| Acadian asset management | 23.45K | 0.00% | 23.45K |
| U.s. capital wealth advisors | 106.99K | 0.05% | 18.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 163.88K | 0.00% | -149.70K |
| Ares management | 408.39K | 0.34% | -111.61K |
| Teacher retirement system of texas | - | - | -64.39K |
| Raymond james financial | 32.80K | 0.00% | -24.00K |
| Virtu financial | - | - | -19.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sanders morris harris | 1.06M | 4.16% | 1.06M | $17.42M |
| Joel isaacson | 32.50K | 0.02% | 32.50K | $533.98K |
| Acadian asset management | 23.45K | 0.00% | 23.45K | $384.00K |
| Confluence investment management | 10.60K | 0.00% | 10.60K | $174.19K |
| Financial gravity companies | 1.39K | 0.00% | 1.39K | $22.69K |
Sold Out
| Holder | Change |
|---|---|
| Moisand fitzgerald tamayo | -1.61K |
| Wealthspire advisors | -16.08K |
| Virtu financial | -19.24K |
| Teacher retirement system of texas | -64.39K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| 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 |
| Sep 26, 2025 | Walker Jeffrey B. | - | Buy | $30.42K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 10 | - |
MSIF Ownership FAQ
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