Who Owns MSC Income Fund, Inc. (MSIF)?Hedge Fund & Institutional Holders

$12.51+0.05 (+0.40%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

3.6565066773194544e+240%

QoQ Change in Holders

+10 / -8

Price History

$11.87$13.40$14.93$16.45$17.98Jan 25Aug 25Mar 26

MSIF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
J.W. COLE ADVISORS, INC.New Position+167K+$2.2T
Joel Isaacson & Co., LLCNew Position+33K+$427.0B
Csenge Advisory GroupNew Position+14K+$183.0B
TWO SIGMA INVESTMENTS, LPNew Position+342K+$4.0B
MILLENNIUM MANAGEMENT LLCIncreased+315K+$3.2B
ARES MANAGEMENT LLCIncreased+180K+$2.4B
TWO SIGMA ADVISERS, LPNew Position+184K+$2.0B
Sigma Planning CorpIncreased+79K+$1.0B
CITADEL ADVISORS LLCNew Position+149K+$1.0B
Arkadios Wealth AdvisorsNew Position+91K+$1.0B
Rockport Wealth LLCNew Position+73K+$954.0M
FRANKLIN RESOURCES INCIncreased+108K+$935.2M
Clayton Partners LLCNew Position+69K+$910.0M
RIVERBRIDGE PARTNERS LLCIncreased+54K+$714.2M
Strategic Financial Partners, Ltd.New Position+39K+$508.0M

MSIF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Private Advisor Group, LLCDecreased-3K-$442.9M
FLPUTNAM INVESTMENT MANAGEMENT COClosed Position-32K-$421.0M
ROYAL BANK OF CANADADecreased-9K-$368.0M
UBS Group AGDecreased-22K-$287.9M
Zuckerman Investment Group, LLCClosed Position-20K-$262.6M
Verition Fund Management LLCClosed Position-14K-$177.9M
HighTower Advisors, LLCClosed Position-12K-$154.3M
Legacy Wealth Managment, LLC/IDDecreased-6K-$84.0M
Creekmur Asset Management LLCClosed Position-5K-$65.6M
United Financial Planning Group LLCClosed Position-3K-$36.6M
Financial Gravity Asset Management, Inc.Decreased-2K-$29.3M
Wealthspire Advisors, LLCClosed Position-1K-$15.2M
SANDERS MORRIS HARRIS LLCClosed Position-1.1M-$14.9M
Tower Research Capital LLC (TRC)Decreased-313-$7.6M
AMERIFLEX GROUP, INC.Decreased-117-$1.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1J.W. COLE ADVISORS, INC.167,387$2.2T0.05%Share
2Joel Isaacson & Co., LLC32,500$427.0B0.01%Share
3Csenge Advisory Group13,959$183.0B0.01%Share
4ARES MANAGEMENT LLC588,251$7.7B0.44%Share
5MILLENNIUM MANAGEMENT LLC452,229$5.0B0.00%Share
6FRANKLIN RESOURCES INC417,667$5.0B0.00%Share
7TWO SIGMA INVESTMENTS, LP341,549$4.0B0.01%Share
8TWO SIGMA ADVISERS, LP184,400$2.0B0.00%Share
9Legacy Wealth Managment, LLC/ID133,707$1.8B0.84%Share
10Sigma Planning Corp133,692$1.8B0.05%Share
11RIVERBRIDGE PARTNERS LLC105,713$1.4B0.03%Share
12Arkadios Wealth Advisors87,366$1.0B0.02%Share
13CITADEL ADVISORS LLC142,448$1.0B0.00%Share
14Rockport Wealth LLC72,660$954.0M0.19%Share
15Clayton Partners LLC69,286$910.0M0.66%Share
16Strategic Financial Partners, Ltd.38,711$508.0M0.22%Share
17BOS Asset Management, LLC36,850$484.0M0.13%Share
18Virtus Investment Advisers, LLC36,531$480.0M0.13%Share
19Triumph Capital Management28,625$376.0M0.08%Share
20Farther Finance Advisors, LLC26,439$347.0M0.00%Share
21Stratos Wealth Partners, LTD.25,453$334.0M0.00%Share
22CONFLUENCE INVESTMENT MANAGEMENT LLC25,157$330.0M0.00%Share
23WCG Wealth Advisors LLC24,042$315.0M0.01%Share
24Simplicity Wealth,LLC21,358$280.0M0.02%Share
25Quaker Wealth Management, LLC21,325$280.0M0.09%Share
26Onyx Bridge Wealth Group LLC17,987$236.0M0.03%Share
27Comprehensive Financial Consultants Institutional, Inc.16,801$220.0M0.07%Share
28MERIDIAN INVESTMENT COUNSEL INC.16,250$213.0M0.05%Share
29CHILDRESS CAPITAL ADVISORS, LLC15,679$206.0M0.03%Share
30TCFG WEALTH MANAGEMENT, LLC14,825$194.0M0.08%Share
31PFG Investments, LLC12,863$169.0M0.01%Share
32CoreCap Advisors, LLC12,335$162.0M0.01%Share
33WealthPlan Investment Management, LLC12,137$159.0M0.01%Share
34Carmel Capital Partners, LLC11,863$155.0M0.05%Share
35BridgePort Financial Solutions, LLC11,339$148.0M0.04%Share
36Ignite Planners, LLC10,902$144.0M0.02%Share
37MONEY CONCEPTS CAPITAL CORP10,658$140.0M0.01%Share
38PRIVATE TRUST CO NA6,265$82.0M0.01%Share
39Tanglewood Legacy Advisors, LLC5,831$76.0M0.03%Share
40Golden State Wealth Management, LLC4,211$55.0M0.01%Share
41Sound Income Strategies, LLC3,932$51.0M0.00%Share
42Raleigh Capital Management Inc.3,762$49.0M0.02%Share
43CHILTON CAPITAL MANAGEMENT LLC2,953$38.0M0.00%Share
44Quarry LP2,010$26.0M0.00%Share
45Aventus Investment Advisors, Inc.1,614$21.0M0.02%Share
46Newbridge Financial Services Group, Inc.1,380$18.0M0.00%Share
47WOLFF WIESE MAGANA LLC1,383$18.0M0.01%Share
48Financial Gravity Asset Management, Inc.1,346$17.0M0.00%Share
49INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,222$16.0M0.00%Share
50AMERIFLEX GROUP, INC.1,219$16.0M0.01%Share

MSIF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025144$2.8T+80
Q3 202564$31.4B+34
Q2 202530$15.9B+4
Q1 202526$17.3B+24
Q4 20242$254.2M+1
Q3 20241$22.8M+0
Q2 20241$22.6M+0
Q2 20211$50.0M—

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As of Q4 2025, 50 institutional investors hold MSIF (MSC Income Fund, Inc.). The largest holder is J.W. COLE ADVISORS, INC. with $2.2T in shares. This quarter, 10 institutions opened new positions and 8 closed their positions.

Frequently Asked Questions

How many hedge funds own MSIF?

As of Q4 2025, 50 institutional investors report holding MSIF (MSC Income Fund, Inc.) in their 13F filings.

Who is the largest institutional holder of MSIF?

The largest institutional holder of MSIF is J.W. COLE ADVISORS, INC. with $2.2T in shares.

Is institutional ownership of MSIF increasing or decreasing?

This quarter, 10 institutions opened new positions in MSIF and 8 closed their positions.