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 | 04/09/2026 | 1.81 M | $22.00 M | 100.00% | 3.89% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 1.13 M | $13.82 M | 232.10% | 2.44% |
| ARES MANAGEMENT LLC | 05/15/2026 | 826.65 K | $10.07 M | 40.53% | 1.78% |
| UBS GROUP AG | 05/05/2026 | 796.75 K | $9.70 M | 79,814.44% | 1.71% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 674.18 K | $8.21 M | 100.00% | 1.45% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 627.13 K | $7.64 M | 50.15% | 1.35% |
| LPL FINANCIAL LLC | 05/06/2026 | 454.59 K | $5.54 M | 65.57% | 0.98% |
| NORTH GROUND CAPITAL | 05/11/2026 | 448.92 K | $5.47 M | -10.52% | 0.97% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 311.56 K | $3.79 M | 86.92% | 0.67% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 264.72 K | $3.22 M | 26.29% | 0.57% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 214.95 K | $2.62 M | 73.96% | 0.46% |
| SIGMA PLANNING CORP | 05/04/2026 | 207.54 K | $2.53 M | 55.24% | 0.45% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 206.07 K | $2.51 M | -16.94% | 0.44% |
| BLACKROCK, INC. | 05/13/2026 | 178.43 K | $2.17 M | -46.08% | 0.38% |
| FJ CAPITAL MANAGEMENT LLC | 05/15/2026 | 171.06 K | $2.08 M | 100.00% | 0.37% |
| CLAYTON PARTNERS LLC | 05/15/2026 | 170.00 K | $2.07 M | 145.36% | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 148.64 K | $1.81 M | 58.99% | 0.32% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 138.17 K | $1.68 M | 2.80% | 0.30% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 126.08 K | $1.54 M | -72.12% | 0.27% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 05/01/2026 | 114.38 K | $1.41 M | 100.00% | 0.25% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 113.57 K | $1.38 M | 7.44% | 0.24% |
| BARCLAYS PLC | 05/15/2026 | 110.41 K | $1.34 M | 100.00% | 0.24% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/07/2026 | 109.67 K | $1.34 M | -0.71% | 0.24% |
| ROCKPORT WEALTH LLC | 05/05/2026 | 106.07 K | $1.29 M | 45.99% | 0.23% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 101.98 K | $1.24 M | 37.92% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 100.44 K | $1.22 M | 57.25% | 0.22% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 96.45 K | $1.17 M | 5.76% | 0.21% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 93.54 K | $1.14 M | 201.49% | 0.20% |
| MARSHALL WACE, LLP | 05/15/2026 | 89.32 K | $1.09 M | -74.79% | 0.19% |
| CWM, LLC | 05/14/2026 | 89.08 K | $1.08 M | 66.07% | 0.19% |
| MAGNETAR FINANCIAL LLC | 05/13/2026 | 86.74 K | $1.06 M | 100.00% | 0.19% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 85.14 K | $1.04 M | 85.60% | 0.18% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 72.46 K | $882.54 K | 99.48% | 0.16% |
| XTX TOPCO LTD | 05/15/2026 | 70.90 K | $863.56 K | 46.22% | 0.15% |
| DIVERSIFY ADVISORY SERVICES, LLC | 05/04/2026 | 69.00 K | $865.25 K | -24.53% | 0.15% |
| AVISO WEALTH MANAGEMENT | 05/08/2026 | 64.13 K | $781.10 K | 275.64% | 0.14% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 62.89 K | $765.98 K | 100.00% | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 62.45 K | $760.68 K | 14.63% | 0.13% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 55.50 K | $676.01 K | 42.42% | 0.12% |
| BOS ASSET MANAGEMENT, LLC | 04/08/2026 | 55.29 K | $673.43 K | 50.04% | 0.12% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 54.86 K | $668.13 K | 118.05% | 0.12% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 51.75 K | $630.28 K | 319.51% | 0.11% |
| CREATIVE PLANNING | 05/12/2026 | 50.53 K | $615.40 K | 116.41% | 0.11% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 47.68 K | $580.79 K | 76.12% | 0.10% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 46.41 K | $582.03 K | 62.15% | 0.10% |
| STRATEGIC FINANCIAL PARTNERS, LTD. | 05/01/2026 | 44.83 K | $545.98 K | 15.80% | 0.10% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 05/08/2026 | 43.41 K | $528.70 K | -24.57% | 0.09% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 41.51 K | $505.56 K | 63.07% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 41.37 K | $503.84 K | 64.82% | 0.09% |
| MORGAN STANLEY | 05/15/2026 | 41.22 K | $502.07 K | 91.44% | 0.09% |
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MSC Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 184 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
TWO SIGMA INVESTMENTS, LP: 1.13 M
ARES MANAGEMENT LLC: 826,646
UBS Group AG: 796,747
VAN ECK ASSOCIATES CORP: 674,175
FRANKLIN RESOURCES INC: 627,133
27.81% of MSC Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 13.07 M shares in the last 24 months. This purchase volume represents approximately $163.49 M in transactions.