MSC Income Fund Ownership | Who Owns MSC Income Fund?
MSC Income Fund Ownership Summary
MSC Income Fund is owned by 32.36% institutional investors, 0.53% insiders, and 67.11% retail investors. Sanders morris harris is the largest institutional shareholder, holding 4.91% of MSIF shares. VanEck BDC Income ETF is the top mutual fund, with 1.96% of its assets in MSC Income Fund shares.
MSIF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MSC Income Fund | 32.36% | 0.53% | 67.11% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Asset Management Stocks | 43.50% | 10.79% | 45.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Sanders morris harris | 2.26M | 4.91% | $26.19M |
| Ares management | 1.27M | 2.75% | $14.67M |
| Ubs group | 1.01M | 2.18% | $11.65M |
| Van eck associates | 915.67K | 1.99% | $10.59M |
| Two sigma investments, lp | 783.89K | 1.70% | $9.07M |
| Franklin resources | 779.53K | 1.69% | $9.02M |
| North ground capital | 537.60K | 1.17% | $6.22M |
| Lpl financial | 444.60K | 0.96% | $5.14M |
| Marshall wace, llp | 318.80K | 0.69% | $3.69M |
| Cambridge investment research advisors | 274.44K | 0.60% | $3.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sanders morris harris | 2.26M | 15.19% | $26.19M |
| North ground capital | 537.60K | 7.46% | $6.22M |
| Clayton partners | 200.00K | 1.52% | $2.31M |
| Ares management | 1.27M | 0.64% | $14.67M |
| Aviso wealth management | 114.25K | 0.45% | $1.32M |
| Legacy wealth managment, llc/id | 71.95K | 0.34% | $832.46K |
| Fj capital management | 206.25K | 0.31% | $2.39M |
| Alpine global management | 152.49K | 0.29% | $1.76M |
| Rockport wealth | 97.15K | 0.19% | $1.12M |
| Tcfg wealth management | 34.94K | 0.16% | $431.06K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sanders morris harris | 2.26M | 15.19% | 457.00K |
| Ares management | 1.27M | 0.64% | 441.26K |
| Van eck associates | 915.67K | 0.01% | 241.50K |
| Marshall wace, llp | 318.80K | 0.00% | 229.49K |
| Ubs group | 1.01M | 0.00% | 209.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 783.89K | 0.01% | -350.38K |
| Citadel advisors | - | - | -148.59K |
| Legacy wealth managment, llc/id | 71.95K | 0.34% | -66.22K |
| Teacher retirement system of texas | - | - | -64.39K |
| Millennium management | 68.60K | 0.00% | -57.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Intrinsic edge capital management | 130.00K | 0.16% | 130.00K | $1.50M |
| Srs capital advisors | 106.79K | 0.01% | 106.79K | $1.24M |
| Rfg advisory | 56.66K | 0.01% | 56.66K | $655.60K |
| Almitas capital | 30.15K | 0.09% | 30.15K | $395.82K |
| Eagle global advisors | 26.34K | 0.01% | 26.34K | $304.81K |
Sold Out
| Holder | Change |
|---|---|
| Wealth watch advisors | -2.00 |
| Hhm wealth advisors | -128.00 |
| Creative financial designs inc /adv | -178.00 |
| Valley national advisers | -452.00 |
| Fifth third bancorp | -611.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 168 | 5.00% | 14,922,959 | 15.40% | 32 | 4.18% | 77 | -42.96% | 58 | 176.19% |
| 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% | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 886.49K | 1.96% | -2.46K |
| Putnam BDC Income ETF | 805.77K | 1.78% | 1.87K |
| iShares Listed Private Eq ETF USD Dist | 179.19K | 0.40% | - |
| Mercer Opportunistic Fixed Income Y3 | 49.04K | 0.11% | 1.97K |
| Virtus Private Credit ETF | 33.22K | 0.07% | - |
| First Trust Specialty Finance | 27.17K | 0.06% | - |
| Confluence BDC-Wrap | 23.85K | 0.05% | 1.73K |
| Mackenzie Diversified Alts Fd F5 | 18.42K | 0.04% | 244.00 |
| T. Rowe Price MA Global Income Comp | 14.69K | 0.03% | 1.52K |
| T. Rowe Price M-A Glb Inc I USD | 14.69K | 0.03% | -161.00 |
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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