MSC Income Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARES MANAGEMENT LLC | 02/13/2026 | 588.25 K | $7.73 M | 44.04% | 1.24% |
| NORTH GROUND CAPITAL | 02/12/2026 | 501.68 K | $6.59 M | 56.88% | 1.06% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 452.23 K | $5.94 M | 229.10% | 0.96% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 417.67 K | $5.49 M | 34.91% | 0.88% |
| MARSHALL WACE, LLP | 02/13/2026 | 354.35 K | $4.66 M | 67.86% | 0.75% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 341.55 K | $4.49 M | 100.00% | 0.72% |
| BLACKROCK, INC. | 02/12/2026 | 330.92 K | $4.35 M | 1.63% | 0.70% |
| LPL FINANCIAL LLC | 02/11/2026 | 274.56 K | $3.61 M | 75.28% | 0.58% |
| JANE STREET GROUP, LLC | 02/12/2026 | 272.79 K | $3.58 M | 100.00% | 0.58% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 248.10 K | $3.26 M | 47.07% | 0.52% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 209.62 K | $2.75 M | 65.17% | 0.44% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 184.40 K | $2.42 M | 100.00% | 0.39% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 167.39 K | $2.18 M | 87.26% | 0.35% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 166.68 K | $2.19 M | 58.65% | 0.35% |
| CITADEL ADVISORS LLC | 02/17/2026 | 148.59 K | $1.95 M | 100.00% | 0.31% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 134.41 K | $1.77 M | -4.55% | 0.28% |
| SIGMA PLANNING CORP | 01/30/2026 | 133.69 K | $1.75 M | 143.20% | 0.28% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 123.57 K | $1.62 M | 143.35% | 0.26% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 110.46 K | $1.45 M | 0.11% | 0.23% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 105.71 K | $1.39 M | 105.68% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 93.49 K | $1.23 M | 61.71% | 0.20% |
| DIVERSIFY ADVISORY SERVICES, LLC | 01/23/2026 | 91.42 K | $1.20 M | 4.57% | 0.19% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 91.20 K | $1.20 M | 100.00% | 0.19% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 73.94 K | $971.53 K | 84.41% | 0.16% |
| ROCKPORT WEALTH LLC | 02/06/2026 | 72.66 K | $954.75 K | 37.74% | 0.15% |
| CLAYTON PARTNERS LLC | 02/17/2026 | 69.29 K | $910.42 K | 100.00% | 0.15% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 66.04 K | $867.77 K | 100.00% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 63.87 K | $839.24 K | 85.87% | 0.14% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 01/21/2026 | 57.55 K | $756.18 K | 98.84% | 0.12% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 54.48 K | $715.90 K | 100.00% | 0.12% |
| CWM, LLC | 01/26/2026 | 53.64 K | $705.00 K | 110.57% | 0.11% |
| HIGHPOINT ADVISOR GROUP LLC | 02/04/2026 | 50.86 K | $668.28 K | 88.43% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 49.58 K | $651.52 K | 100.00% | 0.10% |
| XTX TOPCO LTD | 02/17/2026 | 48.49 K | $637.13 K | 100.00% | 0.10% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 45.87 K | $602.78 K | 82.84% | 0.10% |
| SAGEVIEW ADVISORY GROUP, LLC | 02/17/2026 | 39.29 K | $516.24 K | 15.78% | 0.08% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 38.97 K | $512.06 K | 66.18% | 0.08% |
| STRATEGIC FINANCIAL PARTNERS, LTD. | 02/11/2026 | 38.71 K | $508.67 K | 53.88% | 0.08% |
| FIRST FINANCIAL BANKSHARES INC | 02/12/2026 | 38.44 K | $505.04 K | 100.00% | 0.08% |
| BOS ASSET MANAGEMENT, LLC | 01/09/2026 | 36.85 K | $484.21 K | 100.15% | 0.08% |
| MAREX GROUP PLC | 02/12/2026 | 36.70 K | $482.24 K | 71.31% | 0.08% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 36.53 K | $480.02 K | 21.13% | 0.08% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 36.32 K | $477.28 K | 100.00% | 0.08% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 34.56 K | $454.15 K | 130.54% | 0.07% |
| MARINER, LLC | 02/13/2026 | 34.32 K | $451.02 K | 99.49% | 0.07% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 02/03/2026 | 33.48 K | $439.93 K | 100.00% | 0.07% |
| JOEL ISAACSON & CO., LLC | 01/30/2026 | 32.50 K | $427.05 K | 0.00% | 0.07% |
| JUMP FINANCIAL, LLC | 02/17/2026 | 32.08 K | $421.53 K | 100.00% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 31.03 K | $407.68 K | -8.02% | 0.07% |
| PERIGON WEALTH MANAGEMENT, LLC | 01/16/2026 | 30.21 K | $396.89 K | 84.45% | 0.06% |
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MSC Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 174 institutional investors and hedge funds held shares of MSC Income Fund Inc.. The most heavily invested institutionals were:
SANDERS MORRIS HARRIS LLC: 1.81 M
UBS Group AG: 796,747
Cambridge Investment Research Advisors, Inc.: 264,723
Sigma Planning Corp: 207,539
DIVERSIFY WEALTH MANAGEMENT, LLC: 114,384
RIVERBRIDGE PARTNERS LLC: 113,574
16.51% of MSC Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.17 M shares in the last 24 months. This purchase volume represents approximately $139.75 M in transactions.