MSC Income Fund, Inc.
MSC Income Fund, Inc. (MSIF) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · MSIF · as of Sep 30, 2025
Ownership Breakdown
97
Institutional Holders
▲ 65 vs Q2
$67.23M
Total Inst. Value
▲ $27.23M vs Q2
45.35M
Shares Outstanding
freeFloat 99.48%
5.13M
13F Shares Held
▲ 2.69M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
MSIF largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
SANDERS MORRIS HARRIS LLC | 1.14M | 2.42% | 2.42% | $14.95B | Oct 7, 2025 | ▲ 78.1K |
ARES MANAGEMENT LLC | 408.4K | 86.80% | 86.80% | $5.36B | Nov 14, 2025 | — held |
BLACKROCK, INC. | 325.6K | 69.21% | 69.21% | $4.28B | Nov 12, 2025 | ▲ 77.5K |
NORTH GROUND CAPITAL | 319.8K | 67.97% | 67.97% | $4.20B | Oct 29, 2025 | NEW |
FRANKLIN RESOURCES INC | 309.6K | 65.80% | 65.80% | $4.06B | Nov 13, 2025 | ▲ 155.8K |
MARSHALL WACE, LLP | 211.1K | 44.87% | 44.87% | $2.77B | Nov 13, 2025 | NEW |
ALPINE GLOBAL MANAGEMENT, LLC | 168.7K | 35.86% | 35.86% | $2.21B | Nov 14, 2025 | NEW |
LPL FINANCIAL LLC | 156.6K | 33.29% | 33.29% | $2.06B | Nov 12, 2025 | ▲ 142.2K |
LEGACY WEALTH MANAGMENT, LLC/ID | 140.8K | 29.93% | 29.93% | $1.85B | Nov 12, 2025 | ▲ 140.8K |
MILLENNIUM MANAGEMENT LLC | 137.4K | 29.21% | 29.21% | $1.80B | Nov 14, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
13
Increased
+761.6K shares34
New Positions
first time holders1
Decreased
−12.0K shares0
Sold Out
fully exitedNet shares change (top 50)
+749.6K
+761.6K / −12.0K
Net new holders
+46
34 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
MSIF insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
8
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Walker Jeffrey B. director | Jun 5, 2026 | Purchase | 3,933 | $12.02 | $47.3K | 26.3K | Form 4 ↗ |
Walker Jeffrey B. director | Jun 4, 2026 | Purchase | 229 | $12.03 | $2.8K | 22.4K | Form 4 ↗ |
Gilbert Cory CFO and Treasurer | May 1, 2026 | J-Other | 120.9 | $12.32 | $1.5K | 5.5K | Form 4 ↗ |
Magdol David L. PRESIDENT, CIO AND SMD | May 1, 2026 | J-Other | 275.109 | $13.31 | $3.7K | 46.4K | Form 4 ↗ |
Walker Jeffrey B. director | May 1, 2026 | J-Other | 599.653 | $12.99 | $7.8K | 22.1K | Form 4 ↗ |
Hyzak Dwayne L. CEO, SMD | May 1, 2026 | J-Other | 343.886 | $13.31 | $4.6K | 60.5K | Form 4 ↗ |
Beauvais Jason B EVP, GC, SECRETARY | May 1, 2026 | J-Other | 141.177 | $12.97 | $1.8K | 30.2K | Form 4 ↗ |
Niemann John O. Jr. director | May 15, 2026 | Purchase | 4,922 | $12.10 | $59.6K | 43.6K | Form 4 ↗ |
Gilbert Cory CFO and Treasurer | Mar 31, 2026 | Purchase | 825 | $12.20 | $10.1K | 5.4K | Form 4 ↗ |
Marks Nataly Michelle director | Mar 27, 2026 | Purchase | 1,000 | $12.61 | $12.6K | 1.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
MSC Income Fund, Inc. (MSIF) is primarily owned by institutional investors, who hold approximately 11.3% of total shares outstanding. Company insiders own approximately 0.52%, while retail and public investors account for the remaining 88.17%.
The largest institutional shareholder of MSC Income Fund, Inc. is SANDERS MORRIS HARRIS LLC, holding approximately 1.14 million shares — equal to 2.42% of outstanding shares — as of September 30, 2025.
A total of 97 institutional investors currently hold MSIF stock, with a combined institutional value of approximately $67,232,535 as of the most recent 13F filing period.
Frequently asked questions
MSIF ownershipMSC Income Fund, Inc. (MSIF) is primarily owned by institutional investors, who hold approximately 11.3% of shares. The largest shareholder is SANDERS MORRIS HARRIS LLC with a 2.42% stake. Company insiders hold 0.52%. Data sourced from SEC Form 13F as of September 30, 2025.