MSC Income Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SANDERS MORRIS HARRIS LLC | 07/07/2026 | 2.26 M | $26.19 M | 25.30% | 4.95% |
| ARES MANAGEMENT LLC | 08/14/2026 | 1.27 M | $14.67 M | 53.38% | 2.77% |
| UBS GROUP AG | 08/13/2026 | 1.01 M | $11.65 M | 26.33% | 2.20% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 915.67 K | $10.59 M | 35.82% | 2.00% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 783.89 K | $9.07 M | -30.89% | 1.71% |
| FRANKLIN TEMPLETON INC | 08/13/2026 | 779.53 K | $9.02 M | 24.30% | 1.70% |
| NORTH GROUND CAPITAL | 08/13/2026 | 537.60 K | $6.22 M | 19.75% | 1.18% |
| LPL FINANCIAL LLC | 08/07/2026 | 444.60 K | $5.14 M | -2.20% | 0.97% |
| MARSHALL WACE, LLP | 08/13/2026 | 318.80 K | $3.69 M | 256.94% | 0.70% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 274.44 K | $3.18 M | 3.67% | 0.60% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 258.74 K | $2.99 M | -16.95% | 0.57% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 223.26 K | $2.58 M | 208.12% | 0.49% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 211.90 K | $2.45 M | 42.56% | 0.46% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 210.30 K | $2.43 M | -2.16% | 0.46% |
| FJ CAPITAL MANAGEMENT LLC | 08/14/2026 | 206.25 K | $2.39 M | 20.58% | 0.45% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 202.16 K | $2.34 M | 100.00% | 0.44% |
| CLAYTON PARTNERS LLC | 08/14/2026 | 200.00 K | $2.31 M | 17.65% | 0.44% |
| SIGMA PLANNING CORP | 08/07/2026 | 182.58 K | $2.11 M | -12.03% | 0.40% |
| BLACKROCK, INC. | 08/07/2026 | 174.88 K | $2.02 M | -1.99% | 0.38% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2026 | 152.49 K | $1.76 M | -26.00% | 0.33% |
| BARCLAYS PLC | 08/14/2026 | 142.93 K | $1.65 M | 29.45% | 0.31% |
| MORGAN STANLEY | 08/13/2026 | 134.60 K | $1.56 M | 226.53% | 0.29% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 08/12/2026 | 130.00 K | $1.50 M | 100.00% | 0.28% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 114.95 K | $1.33 M | 1.21% | 0.25% |
| AVISO WEALTH MANAGEMENT | 08/05/2026 | 114.25 K | $1.32 M | 78.15% | 0.25% |
| ATOM INVESTORS LP | 08/14/2026 | 112.62 K | $1.30 M | 574.08% | 0.25% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 106.79 K | $1.24 M | 100.00% | 0.23% |
| DIVERSIFY ADVISORY SERVICES, LLC | 08/10/2026 | 106.16 K | $1.22 M | 53.86% | 0.23% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 07/30/2026 | 106.16 K | $1.22 M | -7.19% | 0.23% |
| ROCKPORT WEALTH LLC | 07/27/2026 | 97.15 K | $1.12 M | -8.41% | 0.21% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 95.65 K | $1.11 M | -0.83% | 0.21% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 90.72 K | $1.05 M | -11.04% | 0.20% |
| GARRETT WEALTH ADVISORY GROUP, LLC | 08/04/2026 | 90.04 K | $1.04 M | 161.25% | 0.20% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 89.91 K | $1.04 M | -3.88% | 0.20% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 81.94 K | $948.06 K | -3.76% | 0.18% |
| MAGNETAR FINANCIAL LLC | 08/14/2026 | 81.25 K | $940.10 K | -6.33% | 0.18% |
| XTX TOPCO LTD | 08/14/2026 | 77.88 K | $901.04 K | 9.84% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 75.28 K | $871.00 K | -25.05% | 0.16% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 08/13/2026 | 71.95 K | $832.46 K | -47.93% | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 68.60 K | $793.69 K | -45.59% | 0.15% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 57.10 K | $660.66 K | -8.57% | 0.12% |
| NEUBERGER BERMAN GROUP LLC | 10/27/2026 | 57.51 K | $665.40 K | -8.55% | 0.12% |
| RFG ADVISORY, LLC | 07/15/2026 | 56.66 K | $655.60 K | 100.00% | 0.12% |
| BOS ASSET MANAGEMENT, LLC | 07/13/2026 | 55.29 K | $639.71 K | 0.00% | 0.12% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 54.42 K | $629.66 K | -0.79% | 0.12% |
| ROYAL BANK OF CANADA | 08/14/2026 | 53.84 K | $623.00 K | 41.12% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 49.41 K | $571.62 K | 19.03% | 0.11% |
| MERIDIAN INVESTMENT COUNSEL INC. | 07/23/2026 | 47.95 K | $554.78 K | 17.81% | 0.10% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 47.82 K | $553.45 K | 0.31% | 0.10% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 46.40 K | $536.87 K | -16.40% | 0.10% |
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MSC Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 198 institutional investors and hedge funds held shares of MSC Income Fund Inc.. The most heavily invested institutionals were:
SANDERS MORRIS HARRIS LLC: 2.91 M
Cambridge Investment Research Advisors, Inc.: 246,235
Sigma Planning Corp: 170,597
AVISO WEALTH MANAGEMENT: 130,864
Diversify Advisory Services, LLC: 104,196
DIVERSIFY WEALTH MANAGEMENT, LLC: 104,196
32.61% of MSC Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 15.90 M shares in the last 24 months. This purchase volume represents approximately $198.94 M in transactions.