MSC INCOME FUND INC (MSIF)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
162
Reporting holders
$167.3M
Reported value
31.9%
Of shares outstanding
0.0%
Held as options
+12
Holder change
Institutions report 14,454,290 shares against 45,345,229 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SANDERS MORRIS HARRIS LLC | $26.2M | 2,263,426 | 15.19% | 2q | +25.3%+$5.3M |
| ARES MANAGEMENT LLC | $14.7M | 1,267,910 | 0.64% | 6q | +53.4%+$5.1M |
| UBS Group AG | $11.6M | 1,006,541 | 0.00% | 5q | +26.3%+$2.4M |
| VAN ECK ASSOCIATES CORP | $10.6M | 915,670 | 0.01% | 2q | +35.8%+$2.8M |
| TWO SIGMA INVESTMENTS, LP | $9.1M | 783,888 | 0.01% | 3q | -30.9%-$4.1M |
| FRANKLIN RESOURCES INC | $9.0M | 779,528 | 0.00% | 6q | +24.3%+$1.8M |
| North Ground Capital | $6.2M | 537,600 | 7.46% | 4q | +19.8%+$1.0M |
| LPL Financial LLC | $5.1M | 444,595 | 0.00% | 5q | -2.2%-$115.7K |
| MARSHALL WACE, LLP | $3.7M | 318,804 | 0.00% | 4q | +256.9%+$2.7M |
| Cetera Investment Advisers | $3.0M | 258,741 | 0.00% | 4q | -17.0%-$611.1K |
| Qube Research & Technologies Ltd | $2.6M | 223,256 | 0.00% | 3q | +208.1%+$1.7M |
| OSAIC HOLDINGS, INC. | $2.5M | 211,898 | 0.00% | 6q | +42.6%+$731.9K |
| FJ Capital Management LLC | $2.4M | 206,254 | 0.31% | 2q | +20.6%+$407.2K |
| J.W. COLE ADVISORS, INC. | $2.3M | 202,156 | 0.04% | new | NEW |
| Clayton Partners LLC | $2.3M | 200,000 | 1.52% | 3q | +17.6%+$347.1K |
| Sigma Planning Corp | $2.1M | 182,577 | 0.05% | 4q | -12.0%-$288.8K |
| Merit Financial Group, LLC | $2.1M | 181,444 | 0.01% | 4q | +77.9%+$919.4K |
| BlackRock, Inc. | $2.0M | 174,876 | 0.00% | 6q | -2.0%-$41.2K |
| Alpine Global Management, LLC | $1.8M | 152,492 | 0.29% | 2q | -26.0%-$619.9K |
| BARCLAYS PLC | $1.7M | 142,933 | 0.00% | 2q | +29.5%+$376.3K |
| MORGAN STANLEY | $1.6M | 134,600 | 0.00% | 6q | +226.5%+$1.1M |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $1.5M | 130,000 | 0.16% | new | NEW |
| RIVERBRIDGE PARTNERS LLC | $1.3M | 114,945 | 0.04% | 4q | +1.2%+$15.9K |
| AVISO WEALTH MANAGEMENT | $1.3M | 114,250 | 0.45% | 3q | +78.2%+$579.9K |
| Atom Investors LP | $1.3M | 112,619 | 0.12% | 2q | +574.1%+$1.1M |
| Arax Advisory Partners | $1.2M | 106,794 | 0.01% | new | NEW |
| Diversify Advisory Services, LLC | $1.2M | 106,159 | 0.02% | 4q | +53.9%+$426.4K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.2M | 106,159 | 0.02% | 2q | -7.2%-$94.4K |
| Rockport Wealth LLC | $1.1M | 97,151 | 0.19% | 4q | -8.4%-$103.2K |
| Arkadios Wealth Advisors | $1.1M | 95,647 | 0.02% | 3q | -0.8%-$9.2K |
| Garrett Wealth Advisory Group, LLC | $1.0M | 90,038 | 0.16% | 4q | +161.3%+$643.0K |
| Private Advisor Group, LLC | $1.0M | 89,913 | 0.00% | 4q | -3.9%-$42.0K |
| HARBOUR INVESTMENTS, INC. | $948.1K | 81,941 | 0.01% | 5q | -3.8%-$37.1K |
| Magnetar Financial LLC | $940.1K | 81,253 | 0.01% | 2q | -6.3%-$63.5K |
| XTX Topco Ltd | $901.0K | 77,877 | 0.01% | 3q | +9.8%+$80.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $871.0K | 75,281 | 0.00% | 4q | -25.0%-$291.0K |
| Legacy Wealth Managment, LLC/ID | $832.5K | 71,950 | 0.34% | 4q | -47.9%-$766.2K |
| MILLENNIUM MANAGEMENT LLC | $793.7K | 68,599 | 0.00% | 4q | -45.6%-$665.0K |
| NEUBERGER BERMAN GROUP LLC | $665.4K | 57,511 | 0.00% | 2q | -8.6%-$62.2K |
| CAPTRUST FINANCIAL ADVISORS | $660.7K | 57,101 | 0.00% | 3q | -8.6%-$61.9K |
| RFG Advisory, LLC | $655.6K | 56,664 | 0.01% | new | NEW |
| BOS Asset Management, LLC | $639.7K | 55,290 | 0.15% | 4q | HELD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $629.7K | 54,422 | 0.01% | 5q | -0.8%-$5.0K |
| ROYAL BANK OF CANADA | $623.0K | 53,836 | 0.00% | 6q | +41.1%+$181.5K |
| Stratos Wealth Partners, LTD. | $571.6K | 49,405 | 0.01% | 4q | +19.0%+$91.4K |
| MERIDIAN INVESTMENT COUNSEL INC. | $554.8K | 47,950 | 0.12% | 3q | +17.8%+$83.9K |
| Prospera Financial Services Inc | $553.5K | 47,824 | 0.01% | 4q | HELD |
| Wealthcare Advisory Partners LLC | $536.9K | 46,402 | 0.01% | 4q | -16.4%-$105.3K |
| Joel Isaacson & Co., LLC | $534.2K | 46,174 | 0.02% | 5q | +42.1%+$158.2K |
| ENVESTNET ASSET MANAGEMENT INC | $496.9K | 42,946 | 0.00% | 2q | +14.1%+$61.3K |
| Beacon Financial Advisory LLC | $485.0K | 41,917 | 0.10% | 2q | +12.3%+$53.1K |
| Brevan Howard Capital Management LP | $482.5K | 41,700 | 0.00% | new | NEW |
| Triumph Capital Management | $471.7K | 40,773 | 0.09% | 3q | -12.2%-$65.3K |
| CoreCap Advisors, LLC | $467.2K | 40,381 | 0.01% | 3q | -22.0%-$131.5K |
| RAYMOND JAMES FINANCIAL INC | $462.1K | 39,937 | 0.00% | 6q | -3.5%-$16.5K |
| First Financial Bankshares Inc | $444.7K | 38,435 | 0.01% | 3q | HELD |
| Perigon Wealth Management, LLC | $421.8K | 36,460 | 0.01% | 4q | -9.9%-$46.3K |
| Creative Planning | $398.6K | 34,450 | 0.00% | 4q | -31.8%-$186.0K |
| Simplicity Wealth,LLC | $393.9K | 34,048 | 0.01% | 4q | +2.5%+$9.4K |
| VARCOV Co. | $390.5K | 33,753 | 0.15% | 3q | +12.3%+$42.8K |
| Virtus Investment Advisers, LLC | $384.3K | 33,217 | 0.09% | 4q | -16.8%-$77.6K |
| Advisory Alpha, LLC | $370.1K | 31,992 | 0.01% | 3q | HELD |
| WCG Wealth Advisors LLC | $367.9K | 31,801 | 0.01% | 3q | +20.1%+$61.5K |
| MML INVESTORS SERVICES, LLC | $366.2K | 31,648 | 0.00% | 4q | +20.0%+$61.0K |
| TCFG Investment Advisors, LLC | $363.4K | 31,281 | 0.12% | 2q | -10.5%-$42.5K |
| Quaker Wealth Management, LLC | $345.4K | 29,849 | 0.10% | 4q | HELD |
| Y-Intercept (Hong Kong) Ltd | $329.7K | 28,496 | 0.01% | 2q | -26.0%-$115.9K |
| Strategic Financial Partners, Ltd. | $327.7K | 28,320 | 0.12% | 4q | -36.8%-$191.0K |
| Shepherd Financial Partners LLC | $326.1K | 28,187 | 0.03% | 3q | HELD |
| Mariner, LLC | $326.1K | 28,182 | 0.00% | 4q | -28.0%-$126.5K |
| Allworth Financial LP | $317.1K | 27,403 | 0.00% | 4q | -19.6%-$77.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $308.9K | 26,699 | 0.01% | 4q | -26.2%-$109.5K |
| EAGLE GLOBAL ADVISORS LLC | $304.8K | 26,345 | 0.01% | new | NEW |
| Summit Financial, LLC | $291.5K | 25,196 | 0.00% | 4q | HELD |
| Kestra Advisory Services, LLC | $288.9K | 24,973 | 0.00% | 6q | -23.0%-$86.3K |
| Intrua Financial, LLC | $278.2K | 24,047 | 0.03% | 2q | +30.8%+$65.5K |
| Fisher Asset Management, LLC | $273.4K | 23,632 | 0.00% | new | NEW |
| Arete Wealth Advisors, LLC | $266.5K | 23,031 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $262.9K | 22,724 | 0.00% | new | NEW |
| Independent Solutions Wealth Management, LLC | $242.3K | 20,939 | 0.03% | new | NEW |
| Global Assets Advisory, LLC | $242.2K | 20,437 | 0.05% | 3q | +29.5%+$55.2K |
| Harvest Investment Services, LLC | $226.4K | 19,570 | 0.04% | 3q | HELD |
| MACKENZIE FINANCIAL CORP | $213.2K | 18,424 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $202.1K | 17,468 | 0.00% | new | NEW |
| Princeton Global Asset Management LLC | $198.1K | 17,121 | 0.03% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $195.1K | 16,866 | 0.00% | 3q | -44.9%-$159.2K |
| Savvy Advisors, Inc. | $190.7K | 16,479 | 0.00% | new | NEW |
| IHT Wealth Management, LLC | $187.3K | 16,185 | 0.00% | 4q | HELD |
| SageView Advisory Group, LLC | $186.7K | 15,885 | 0.01% | 6q | -34.4%-$98.1K |
| Brookstone Capital Management | $183.8K | 15,888 | 0.00% | 3q | -6.6%-$12.9K |
| CHILDRESS CAPITAL ADVISORS, LLC | $181.4K | 15,679 | 0.03% | 3q | HELD |
| Focus Partners Wealth | $178.3K | 15,412 | 0.00% | 3q | -10.7%-$21.4K |
| Tactive Advisors, LLC | $176.3K | 15,240 | 0.04% | new | NEW |
| BostonPremier Wealth LLC | $173.9K | 15,033 | 0.07% | 2q | +1.2%+$2.0K |
| PFG Investments, LLC | $171.8K | 14,846 | 0.01% | 3q | HELD |
| PINKERTON WEALTH, LLC | $171.4K | 14,073 | 0.01% | new | NEW |
| True Freedom Investing, LLC | $171.4K | 14,073 | 0.01% | 2q | HELD |
| Schonfeld Strategic Advisors LLC | $170.6K | 14,746 | 0.00% | new | NEW |
| Prime Capital Investment Advisors, LLC | $169.2K | 14,626 | 0.00% | 4q | -66.3%-$333.0K |
| Carmel Capital Partners, LLC | $167.2K | 14,452 | 0.06% | 3q | -21.1%-$44.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-24 | 13G | SANDERS MORRIS HARRIS LLC | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 162 | $167.3M | 14,454,290 | 32 | 40 | 54 | 0.0% |
| Q1 2026 | 150 | $142.5M | 11,694,840 | 38 | 87 | 19 | 0.0% |
| Q4 2025 | 138 | $94.1M | 7,164,226 | 63 | 59 | 10 | 0.0% |
| Q3 2025 | 89 | $62.2M | 4,740,919 | 62 | 20 | 3 | 0.0% |
| Q2 2025 | 29 | $37.0M | 2,250,444 | 13 | 8 | 5 | 0.0% |
| Q1 2025 | 21 | $20.3M | 1,229,695 | 20 | 0 | 0 | 0.0% |