Morgan Stanley Direct Lending Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 15.87 M | $221.61 M | -0.01% | 18.19% |
| GENERALI ASSET MANAGEMENT SPA SGR | 05/05/2026 | 1.83 M | $25.55 M | 0.00% | 2.10% |
| UBS GROUP AG | 05/05/2026 | 1.60 M | $22.29 M | -4.32% | 1.83% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.43 M | $20.02 M | -22.10% | 1.64% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.05 M | $14.69 M | 37.64% | 1.21% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 889.35 K | $12.42 M | 5.28% | 1.02% |
| MUZINICH & CO., INC. | 04/24/2026 | 767.80 K | $10.72 M | 0.18% | 0.88% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 721.95 K | $10.08 M | 197.81% | 0.83% |
| ALTSHULER SHAHAM LTD | 05/18/2026 | 650.44 K | $9.08 M | 0.00% | 0.75% |
| AMERICAN FINANCIAL GROUP INC | 05/13/2026 | 631.50 K | $8.82 M | 18.81% | 0.72% |
| TORONTO DOMINION BANK | 05/15/2026 | 622.21 K | $8.69 M | -12.81% | 0.71% |
| DG CAPITAL MANAGEMENT, LLC | 05/13/2026 | 575.54 K | $8.03 M | 100.00% | 0.66% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 558.11 K | $7.79 M | 0.00% | 0.64% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 542.80 K | $7.58 M | 32.90% | 0.62% |
| ARES MANAGEMENT LLC | 05/15/2026 | 412.00 K | $5.75 M | 312.00% | 0.47% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 409.33 K | $5.71 M | -8.65% | 0.47% |
| TT CAPITAL MANAGEMENT LLC | 05/12/2026 | 332.47 K | $4.64 M | 9.74% | 0.38% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 287.38 K | $4.01 M | 10.99% | 0.33% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 276.03 K | $3.85 M | 2.75% | 0.32% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 265.28 K | $3.70 M | 100.00% | 0.30% |
| AMERICANA PARTNERS, LLC | 05/12/2026 | 257.18 K | $3.59 M | -53.39% | 0.29% |
| FOSUN INTERNATIONAL LTD | 05/14/2026 | 240.37 K | $3.36 M | 8.34% | 0.28% |
| SFMG, LLC | 05/12/2026 | 208.73 K | $2.91 M | -12.32% | 0.24% |
| LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. | 05/15/2026 | 204.77 K | $2.86 M | -43.08% | 0.23% |
| ACTIVEST WEALTH MANAGEMENT | 04/15/2026 | 204.72 K | $2.86 M | 4.65% | 0.23% |
| XTX TOPCO LTD | 05/15/2026 | 191.91 K | $2.68 M | 135.19% | 0.22% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 186.81 K | $2.61 M | -49.66% | 0.21% |
| CULLEN/FROST BANKERS, INC. | 05/05/2026 | 184.08 K | $2.57 M | 0.00% | 0.21% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 162.07 K | $2.26 M | -2.43% | 0.19% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 05/14/2026 | 160.33 K | $2.24 M | 100.00% | 0.18% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 154.42 K | $2.16 M | -13.68% | 0.18% |
| JANE STREET GROUP, LLC | 05/12/2026 | 151.46 K | $2.11 M | -64.21% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 151.03 K | $2.11 M | 44.16% | 0.17% |
| GRANITESHARES ADVISORS LLC | 04/23/2026 | 142.84 K | $1.99 M | -10.26% | 0.16% |
| NAVITER WEALTH, LLC | 04/10/2026 | 140.63 K | $2.03 M | 14.82% | 0.16% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 04/16/2026 | 133.73 K | $1.87 M | 3.07% | 0.15% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 116.75 K | $1.63 M | 909.36% | 0.13% |
| ADAMS ASSET ADVISORS, LLC | 04/27/2026 | 114.43 K | $1.60 M | 2.72% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 106.42 K | $1.49 M | -39.29% | 0.12% |
| STATE STREET CORP | 05/15/2026 | 105.46 K | $1.52 M | 100.00% | 0.12% |
| SHIKIAR ASSET MANAGEMENT INC | 04/23/2026 | 104.60 K | $1.46 M | -19.85% | 0.12% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 101.43 K | $1.42 M | -24.02% | 0.12% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 93.11 K | $1.30 M | -0.67% | 0.11% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 88.85 K | $1.24 M | -44.65% | 0.10% |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 05/15/2026 | 86.03 K | $1.20 M | 11.76% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 83.00 K | $1.16 M | 7.37% | 0.10% |
| HBK INVESTMENTS L P | 05/15/2026 | 77.40 K | $1.08 M | 0.00% | 0.09% |
| CITADEL ADVISORS LLC | 05/15/2026 | 77.07 K | $1.08 M | -66.53% | 0.09% |
| CITADEL ADVISORS LLC | 05/15/2026 | 75.50 K | $1.05 M | -3.33% | 0.09% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 75.05 K | $1.05 M | 9.71% | 0.09% |
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Morgan Stanley Direct Lending Fund institutional Ownership - FAQ's
During the previous two years, 163 institutional investors and hedge funds held shares of Morgan Stanley Direct Lending Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 15.87 M
Generali Asset Management SPA SGR: 1.83 M
UBS Group AG: 1.6 M
VAN ECK ASSOCIATES CORP: 1.43 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.05 M
TWO SIGMA INVESTMENTS, LP: 889,349
40.77% of Morgan Stanley Direct Lending Fund stock is owned by institutional investors.
Institutional investors have bought a total of 36.05 M shares in the last 24 months. This purchase volume represents approximately $531.73 M in transactions.