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Morgan Stanley Direct Lending (MSDL) Institutional Ownership

Morgan Stanley Direct Lending logo
$19.27 +0.18 (+0.94%)
As of 04/17/2025 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Morgan Stanley Direct Lending (NYSE:MSDL)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$261.62M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$15.04M
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MSDL Institutional Buying and Selling by Quarter

Morgan Stanley Direct Lending Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
2/26/2025LM Advisors LLC21,650$450K0.1%-45.2%0.024%
2/17/2025Squarepoint Ops LLC11,064$229K0.0%N/A0.013%
2/17/2025Two Sigma Advisers LP23,900$494K0.0%N/A0.027%
2/17/2025Millennium Management LLC25,392$525K0.0%-28.8%0.029%
2/17/2025Cliffwater LLC1,446,014$29.88M7.3%-31.9%1.634%
2/17/2025D. E. Shaw & Co. Inc.131,395$2.72M0.0%N/A0.148%
2/17/2025Cubist Systematic Strategies LLC52,741$1.09M0.0%+257.1%0.060%
2/17/2025Centiva Capital LP17,356$359K0.0%+61.3%0.020%
2/17/2025Captrust Financial Advisors31,986$661K0.0%+100.0%0.036%
2/17/2025Balyasny Asset Management L.P.18,706$386K0.0%N/A0.021%
2/17/2025Bank of America Corp DE10,857$224K0.0%+1,028.6%0.012%
2/17/2025BNP Paribas Financial Markets6,771$140K0.0%+515.5%0.008%
2/14/2025Jane Street Group LLC41,146$850K0.0%+175.6%0.046%
2/14/2025Comerica Bank2,568$53K0.0%+100.0%0.003%
2/14/2025Lido Advisors LLC13,944$296K0.0%N/A0.016%
2/14/2025Virtus ETF Advisers LLC13,820$286K0.1%+47.7%0.016%
2/14/2025Stifel Financial Corp70,487$1.46M0.0%+82.5%0.080%
2/14/2025BI Asset Management Fondsmaeglerselskab A S5,000$103K0.0%N/A0.006%
2/13/2025Marshall Wace LLP99,913$2.06M0.0%+127.0%0.113%
2/13/2025XTX Topco Ltd29,142$602K0.0%N/A0.033%
2/13/2025TT Capital Management LLC45,980$972K0.8%N/A0.052%
2/13/2025RE Dickinson Investment Advisors LLC4,077$84K0.0%N/A0.005%
2/13/2025Rockefeller Capital Management L.P.40,350$834K0.0%+132.1%0.046%
2/13/2025Zuckerman Investment Group LLC36,000$756K0.1%N/A0.041%
2/13/2025Raymond James Financial Inc.147,660$3.05M0.0%N/A0.167%
2/13/2025Renaissance Technologies LLC352,700$7.29M0.0%+1,987.0%0.399%
2/13/2025Bank of Nova Scotia9,689$200K0.0%N/A0.011%
2/13/2025Invesco Ltd.34,161$706K0.0%+15.5%0.039%
2/13/2025Envestnet Asset Management Inc.62,491$1.29M0.0%N/A0.071%
2/13/2025Grantham Mayo Van Otterloo & Co. LLC68,785$1.42M0.0%N/A0.078%
2/13/2025Wells Fargo & Company MN29,317$606K0.0%+38.3%0.033%
2/12/2025ExodusPoint Capital Management LP49,011$1.01M0.0%+195.3%0.055%
2/12/2025Franklin Resources Inc.237,754$4.91M0.0%+207.9%0.269%
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2/12/2025LM Advisors LLC21,650$450K0.1%-45.2%0.024%
2/12/2025JPMorgan Chase & Co.125,416$2.59M0.0%+334.4%0.142%
2/11/2025LPL Financial LLC56,164$1.16M0.0%+96.3%0.063%
2/11/2025Samalin Investment Counsel LLC11,074$229K0.1%N/A0.013%
2/11/2025Sfmg LLC138,620$2.86M0.2%N/A0.157%
2/10/2025Commonwealth Equity Services LLC17,029$352K0.0%N/A0.019%
2/7/2025HighTower Advisors LLC27,117$560K0.0%+70.5%0.031%
2/7/2025Naviter Wealth LLC161,561$3.43M0.4%N/A0.183%
2/7/2025PNC Financial Services Group Inc.24,724$511K0.0%N/A0.028%
2/7/2025Nordwand Advisors LLC16,060$332K0.1%N/A0.018%
2/6/2025Black Swift Group LLC24,470$506K0.1%N/A0.028%
2/6/2025Raymond James Financial Inc.147,660$3.05M0.0%N/A0.167%
2/5/2025Muzinich & Co. Inc.104,501$2.16M1.4%+2,953.8%0.118%
2/4/2025Denali Advisors LLC92,836$1.92M0.2%N/A0.105%
1/31/2025Truist Financial Corp27,228$563K0.0%+48.0%0.031%
1/31/2025Sanctuary Advisors LLC13,563$286K0.0%N/A0.015%
1/31/2025Americana Partners LLC136,455$2.82M0.1%N/A0.154%
1/29/2025Van ECK Associates Corp1,922,174$39.71M0.1%+3.9%2.165%
1/29/2025 Opal Wealth Advisors LLC15,105$312K0.1%N/A0.017%
1/28/2025Activest Wealth Management164,060$3.39M0.9%+102.9%0.185%
1/28/2025Entropy Technologies LP18,985$392K0.0%N/A0.021%
1/28/2025Wilmington Savings Fund Society FSB12,500$258K0.0%N/A0.014%
1/28/2025Sumitomo Mitsui Trust Group Inc.102,118$2.11M0.0%N/A0.115%
1/24/2025 Total Clarity Wealth Management Inc.9,862$204K0.1%N/A0.011%
1/23/2025Caprock Group LLC24,092$515K0.0%+100.0%0.027%
1/21/2025 Grimes & Company Inc.22,033$455K0.0%N/A0.025%
1/15/2025 Shikiar Asset Management Inc.86,150$1.78M0.5%N/A0.097%
1/15/2025 Everpar Advisors LLC25,969$537K0.3%+36.2%0.029%
1/15/2025 Hennion & Walsh Asset Management Inc.21,427$443K0.0%N/A0.024%
1/13/2025Adams Asset Advisors LLC62,992$1.30M0.2%+152.0%0.071%
12/26/2024JPMorgan Chase & Co.28,872$571K0.0%+3,509.0%0.033%
12/13/2024B. Riley Wealth Advisors Inc.13,252$271K0.0%N/A0.015%
11/27/2024Franklin Resources Inc.77,218$1.56M0.0%N/A0.087%
11/15/2024Jane Street Group LLC14,930$295K0.0%N/A0.017%
11/15/2024Stifel Financial Corp38,625$764K0.0%+11.6%0.044%
11/15/2024Quadrature Capital Ltd22,112$437K0.0%N/A0.025%
11/15/2024HighTower Advisors LLC15,900$315K0.0%+4.4%0.018%
11/15/2024Centiva Capital LP10,761$213K0.0%N/A0.012%
11/14/2024Captrust Financial Advisors15,993$316K0.0%N/A0.018%
11/14/2024Rockefeller Capital Management L.P.17,383$344K0.0%N/A0.020%
11/12/2024Activest Wealth Management80,843$1.60M0.5%N/A0.090%
11/7/2024Caprock Group LLC12,046$245K0.0%N/A0.013%
11/6/2024Muzinich & Co. Inc.3,422$68K0.0%N/A0.004%
11/5/2024Fountainhead AM LLC26,031$515K0.1%N/A0.029%
10/31/2024 Confluence Investment Management LLC25,777$510K0.0%N/A0.029%
10/30/2024ASB Consultores LLC80,310$1.59M0.6%N/A0.090%
10/29/2024Van ECK Associates Corp1,850,319$36.19M0.0%+3.9%2.070%
10/23/2024Allworth Financial LP1,606$32K0.0%N/A0.002%
10/18/2024Raymond James & Associates123,822$2.45M0.0%+377.5%0.138%
10/7/2024 Everpar Advisors LLC19,068$377K0.2%N/A0.021%
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7/31/2024Van ECK Associates Corp1,780,243$38.90M0.1%+16.3%1.991%
7/9/2024Kingswood Wealth Advisors LLC30,713$671K0.1%+64.8%0.034%
5/20/2024Virtu Financial LLC10,363$223K0.0%N/A0.012%
5/15/2024Quadrature Capital Ltd10,334$223K0.0%N/A0.012%
5/11/2024Cliffwater LLC2,182,590$47.04M12.7%N/A2.455%
5/1/2024Capstone Investment Advisors LLC30,000$646K0.0%N/A0.034%
4/30/2024Van ECK Associates Corp1,530,076$32.97M0.0%N/A1.721%
(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, 72 institutional investors and hedge funds held shares of Morgan Stanley Direct Lending. The most heavily invested institutionals were Van ECK Associates Corp ($39.71M), Cliffwater LLC ($29.88M), Renaissance Technologies LLC ($7.29M), Franklin Resources Inc. ($4.91M), Shikiar Asset Management Inc. ($3.47M), Naviter Wealth LLC ($3.43M), and Activest Wealth Management ($3.39M).Learn more on MSDL's institutional investors.

Which institutional investors have been buying Morgan Stanley Direct Lending stock?

Of the 70 institutional investors that purchased Morgan Stanley Direct Lending 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), Renaissance Technologies LLC ($335.80K), Raymond James Financial Inc. ($295.32K), Franklin Resources Inc. ($237.75K), Shikiar Asset Management Inc. ($173.85K), and Activest Wealth Management ($164.06K).

How much institutional buying is happening at Morgan Stanley Direct Lending?

Institutional investors have bought a total of 7,720,542 shares in the last 24 months. This purchase volume represents approximately $261.62M in transactions.

Which Morgan Stanley Direct Lending major shareholders have been selling company stock?

The following institutional investors have sold Morgan Stanley Direct Lending stock in the last 24 months: Cliffwater LLC ($678.01K), LM Advisors LLC ($35.71K), Millennium Management LLC ($10.28K), and Grimes & Company Inc. ($4.16K).

How much institutional selling is happening at Morgan Stanley Direct Lending?

Institutional investors have sold a total of 728,165 shares in the last 24 months. This volume of shares sold represents approximately $15.04M in transactions.


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This page (NYSE:MSDL) was last updated on 4/20/2025 by MarketBeat.com Staff
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