Morgan Stanley Direct Lending Fund (MSDL) Institutional Ownership $17.82 +0.07 (+0.39%) As of 03:58 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Morgan Stanley Direct Lending Fund (NYSE:MSDL)Number ofInstitutional Buyers(last 12 months)97TotalInstitutional Inflows(last 12 months)$157.00MNumber ofInstitutional Sellers(last 12 months)17TotalInstitutional Outflows(last 12 months)$41.91M Get MSDL Insider Trade Alerts Want to know when executives and insiders are buying or selling Morgan Stanley Direct Lending Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MSDL Institutional Buying and Selling by Quarter Morgan Stanley Direct Lending Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/15/2025Captrust Financial Advisors49,345$924K0.0%+1.8%0.056% 8/15/2025 LM Advisors LLC56,842$1.06M0.1%-21.9%0.065% 8/15/2025 HRT Financial LP176,399$3.30M0.0%+123.0%0.201% 8/15/2025 Engineers Gate Manager LP13,709$257K0.0%N/A0.016% 8/15/2025 BI Asset Management Fondsmaeglerselskab A S28,845$540K0.0%+33.4%0.033% 8/15/2025 BNP Paribas Financial Markets15,966$299K0.0%N/A0.018% 8/15/2025 Brevan Howard Capital Management LP29,406$550K0.0%N/A0.033% 8/15/2025 Balyasny Asset Management L.P.89,896$1.68M0.0%-10.8%0.102% 8/15/2025 Bank of America Corp DE96,933$1.82M0.0%+125.6%0.110% 8/15/2025 Ameriprise Financial Inc.43,585$761K0.0%+2.4%0.050% Get the Latest News and Ratings for MSDL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Morgan Stanley Direct Lending Fund and its competitors with MarketBeat's FREE daily newsletter. 8/14/2025 Jane Street Group LLC138,785$2.60M0.0%N/A0.158% 8/14/2025 Raymond James Financial Inc.211,041$3.95M0.0%+1.5%0.240% 8/14/2025 Nebula Research & Development LLC23,422$438K0.0%N/A0.027% 8/13/2025 Marshall Wace LLP92,501$1.73M0.0%N/A0.105% 8/13/2025 Invesco Ltd.50,500$945K0.0%+35.3%0.057% 8/13/2025 Quantbot Technologies LP6,294$118K0.0%N/A0.007% 8/13/2025 Lido Advisors LLC27,412$527K0.0%+75.4%0.031% 8/13/2025 Legacy Capital Wealth Partners LLC71,091$1.33M0.3%-5.0%0.081% 8/13/2025 Virtus Investment Advisers LLC20,380$382K0.1%-3.6%0.023% 8/12/2025 Steward Partners Investment Advisory LLC3,250$61K0.0%+225.0%0.004% 8/12/2025 Sfmg LLC258,445$4.84M0.4%+0.6%0.294% 8/12/2025 Franklin Resources Inc.350,124$6.55M0.0%+8.2%0.398% 8/12/2025 MAI Capital Management97,917$1.83M0.0%-1.4%0.111% 8/12/2025 JPMorgan Chase & Co.73,723$1.38M0.0%-32.3%0.084% 8/12/2025 Dynamic Technology Lab Private Ltd16,791$314K0.0%N/A0.019% 8/11/2025 Nordwand Advisors LLC24,336$456K0.1%-22.0%0.028% 8/8/2025 Cetera Investment Advisers26,180$490K0.0%+83.6%0.030% 8/8/2025 Accredited Investors Inc.20,000$374K0.0%+100.0%0.023% 8/7/2025 Allworth Financial LP2,606$49K0.0%+62.3%0.003% 8/7/2025 Americana Partners LLC378,154$7.08M0.2%+3.1%0.430% 8/4/2025 Muzinich & Co. Inc.455,631$8.53M3.7%+114.2%0.518% 8/1/2025 Envestnet Asset Management Inc.18,247$342K0.0%N/A0.021% 7/31/2025 MQS Management LLC29,732$557K0.3%N/A0.034% 7/31/2025 Sumitomo Mitsui Trust Group Inc.370,759$6.94M0.0%+85.1%0.422% 7/30/2025 Denali Advisors LLC86,581$1.62M0.2%-3.0%0.098% 7/30/2025 D.A. Davidson & CO.40,731$762K0.0%+66.4%0.046% 7/29/2025 Activest Wealth Management171,562$3.21M0.8%+10.4%0.195% 7/28/2025 Generali Asset Management SPA SGR1,761,950$32.98M0.8%+99.9%2.004% 7/28/2025 Naviter Wealth LLC180,325$3.47M0.4%+3.4%0.205% 7/24/2025 Shikiar Asset Management Inc.159,100$2.98M0.8%-8.5%0.181% Trump’s national nightmare is here (Ad)Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.Watch the National Emergency broadcast here7/22/2025 Grimes & Company Inc.12,928$242K0.0%-27.7%0.015% 7/22/2025 Global Strategic Investment Solutions LLC17,234$323K0.0%N/A0.020% 7/21/2025 Ameritas Advisory Services LLC2,210$41K0.0%N/A0.003% 7/21/2025 Patriot Financial Group Insurance Agency LLC11,200$210K0.0%N/A0.013% 7/21/2025 Catalina Capital Group LLC16,098$301K0.2%N/A0.018% 7/18/2025 Truist Financial Corp40,195$752K0.0%+72.9%0.046% 7/14/2025 Opal Wealth Advisors LLC17,844$334K0.1%-18.6%0.020% 7/14/2025 AdvisorNet Financial Inc4,200$79K0.0%+27.3%0.005% 7/8/2025 Everpar Advisors LLC28,609$536K0.2%-20.6%0.033% 7/8/2025 Adams Asset Advisors LLC90,516$1.69M0.2%+43.7%0.103% 7/1/2025 Confluence Investment Management LLC86,943$1.63M0.0%+223.0%0.099% 5/16/2025 Sciencast Management LP30,230$603K0.1%N/A0.034% 5/16/2025 Millennium Management LLC198,684$3.97M0.0%+682.5%0.226% 5/15/2025 Cubist Systematic Strategies LLC121,471$2.43M0.0%+130.3%0.138% 5/15/2025 Royal Bank of Canada155,232$3.10M0.0%+53.2%0.177% 5/15/2025 MAI Capital Management99,317$1.98M0.0%+172.3%0.113% 5/15/2025 Activest Wealth Management155,383$3.10M0.8%-5.3%0.177% 5/15/2025State of Wyoming5,412$108K0.0%N/A0.006% 5/14/2025Zuckerman Investment Group LLC44,000$878K0.1%+22.2%0.050% 5/14/2025 BI Asset Management Fondsmaeglerselskab A S21,624$432K0.0%+332.5%0.025% 5/14/2025 Cliffwater LLC242,195$4.83M1.3%-83.3%0.275% 5/13/2025 Raymond James Financial Inc.207,902$4.15M0.0%+40.8%0.236% 5/13/2025 Cowa LLC13,436$268K0.1%N/A0.015% 5/13/2025 Kovitz Investment Group Partners LLC12,585$251K0.0%N/A0.014% 5/13/2025 HighTower Advisors LLC32,752$654K0.0%+20.8%0.037% 5/12/2025 Virtu Financial LLC23,080$461K0.0%N/A0.026% 5/12/2025 Entropy Technologies LP29,058$580K0.1%+53.1%0.033% 5/12/2025 Invesco Ltd.37,314$745K0.0%+9.2%0.042% 5/9/2025 Sfmg LLC256,815$5.13M0.4%+85.3%0.292% 5/9/2025 PNC Financial Services Group Inc.1,240$25K0.0%-95.0%0.001% 5/8/2025 GSA Capital Partners LLP36,098$721K0.1%-11.9%0.041% 5/7/2025 LPL Financial LLC121,646$2.43M0.0%+116.6%0.138% 5/6/2025 Cetera Investment Advisers14,257$285K0.0%N/A0.016% 5/6/2025 Gilbert & Cook Inc.12,131$242K0.0%N/A0.014% 5/6/2025 Black Swift Group LLC170,655$3.41M0.8%+597.4%0.194% 5/6/2025 Accredited Investors Inc.10,000$200K0.0%N/A0.011% 5/5/2025 Fountainhead AM LLC59,025$1.18M0.2%+120.6%0.067% 5/5/2025 Denali Advisors LLC89,262$1.78M0.2%-3.8%0.102% 5/5/2025 Muzinich & Co. Inc.212,700$4.25M2.4%+103.5%0.242% 5/2/2025 Legacy Capital Wealth Partners LLC74,826$1.49M0.3%N/A0.085% 4/29/2025 Generali Investments CEE investicni spolecnost a.s.21,922$438K0.0%N/A0.025% 4/28/2025 D.A. Davidson & CO.24,474$489K0.0%N/A0.028% 4/25/2025 Naviter Wealth LLC174,314$3.60M0.4%+7.9%0.197% 4/25/2025 Sumitomo Mitsui Trust Group Inc.200,292$4.00M0.0%+96.1%0.226% 4/23/2025 Creative Financial Designs Inc. ADV3,555$71K0.0%N/A0.004% 4/23/2025 Oppenheimer & Co. Inc.13,346$266K0.0%N/A0.015% 4/22/2025 Cambridge Investment Research Advisors Inc.13,722$274K0.0%N/A0.016% 4/22/2025 TT Capital Management LLC198,772$3.97M3.3%+332.3%0.225% 4/17/2025 Grimes & Company Inc.17,873$357K0.0%-18.9%0.020% 4/17/2025 Shikiar Asset Management Inc.173,850$3.47M1.0%+101.8%0.196% Generate up to $5,000/month with 10X less money? (Ad)The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly income to cover housing, healthcare, food, and fun... With a fraction of what you probably think you need.Here's the secret to retiring without a million-dollar nest egg →4/16/2025 Everpar Advisors LLC36,028$719K0.4%+38.7%0.041% 4/16/2025 Opal Wealth Advisors LLC21,908$437K0.1%+45.0%0.025% 4/10/2025 Hennion & Walsh Asset Management Inc.88,678$1.77M0.1%+313.9%0.100% 4/7/2025 AdvisorNet Financial Inc3,300$66K0.0%N/A0.004% 4/1/2025 Confluence Investment Management LLC26,921$537K0.0%+3.0%0.030% 2/26/2025 LM Advisors LLC21,650$450K0.1%-45.2%0.024% 2/17/2025 Squarepoint Ops LLC11,064$229K0.0%N/A0.013% 2/17/2025 Two Sigma Advisers LP23,900$494K0.0%N/A0.027% 2/17/2025 Millennium Management LLC25,392$525K0.0%-28.8%0.029% 2/17/2025 Cliffwater LLC1,446,014$29.88M7.3%-31.9%1.634% (Data available from 1/1/2016 forward) MSDL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of MSDL shares? During the previous two years, 103 institutional investors and hedge funds held shares of Morgan Stanley Direct Lending Fund. The most heavily invested institutionals were Van ECK Associates Corp ($39.71M), Generali Asset Management SPA SGR ($32.98M), Muzinich & Co. Inc. ($8.53M), Renaissance Technologies LLC ($7.29M), Americana Partners LLC ($7.08M), Sumitomo Mitsui Trust Group Inc. ($6.94M), and Franklin Resources Inc. ($6.55M).Learn more on Morgan Stanley Direct Lending Fund's institutional investors. Which institutional investors have been buying Morgan Stanley Direct Lending Fund's stock? Of the 100 institutional investors that purchased Morgan Stanley Direct Lending Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cliffwater LLC ($2.18M), Van ECK Associates Corp ($1.92M), Generali Asset Management SPA SGR ($880.37K), Muzinich & Co. Inc. ($455.63K), Sumitomo Mitsui Trust Group Inc. ($370.76K), Raymond James Financial Inc. ($358.70K), and Renaissance Technologies LLC ($335.80K). How much institutional buying is happening at Morgan Stanley Direct Lending Fund? Institutional investors have bought a total of 7,286,940 shares in the last 24 months. This purchase volume represents approximately $157.00M in transactions. Which of Morgan Stanley Direct Lending Fund's major shareholders have been selling company stock? Of the 17 institutional investors that sold Morgan Stanley Direct Lending Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cliffwater LLC ($1.88M), LM Advisors LLC ($51.63K), JPMorgan Chase & Co. ($35.16K), PNC Financial Services Group Inc. ($23.48K), Shikiar Asset Management Inc. ($14.75K), Balyasny Asset Management L.P. ($10.89K), and Millennium Management LLC ($10.28K). How much institutional selling is happening at Morgan Stanley Direct Lending Fund? Institutional investors have sold a total of 2,081,175 shares in the last 24 months. This volume of shares sold represents approximately $41.91M in transactions. Related Companies Main Street Capital Major Shareholders Golub Capital BDC Major Shareholders Hercules Capital Major Shareholders Sixth Street Specialty Lending Major Shareholders Goldman Sachs BDC Major Shareholders Trinity Capital Major Shareholders New Mountain Finance Major Shareholders Kayne Anderson BDC Major Shareholders BARINGS BDC Major Shareholders Bain Capital Specialty Finance Major Shareholders This page (NYSE:MSDL) was last updated on 8/18/2025 by MarketBeat.com Staff From Our PartnersWhen the levee breaksThe U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...Porter & Company | SponsoredGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. 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