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Morgan Stanley Direct Lending (MSDL) Institutional Ownership

Morgan Stanley Direct Lending logo
$20.71 -0.16 (-0.77%)
As of 03/28/2025 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Morgan Stanley Direct Lending (NYSE:MSDL)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$258.11M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$14.96M
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MSDL Institutional Buying and Selling by Quarter

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Morgan Stanley Direct Lending Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2025 D. E. Shaw & Co. Inc.131,395$2.72M0.0%N/A0.148%
2/17/2025 Cubist Systematic Strategies LLC52,741$1.09M0.0%+257.1%0.060%
2/17/2025 Centiva Capital LP17,356$359K0.0%+61.3%0.020%
2/17/2025 Captrust Financial Advisors31,986$661K0.0%+100.0%0.036%
2/17/2025 Balyasny Asset Management L.P.18,706$386K0.0%N/A0.021%
2/17/2025 Bank of America Corp DE10,857$224K0.0%+1,028.6%0.012%
2/17/2025 BNP Paribas Financial Markets6,771$140K0.0%+515.5%0.008%
2/14/2025 Jane Street Group LLC41,146$850K0.0%+175.6%0.046%
2/14/2025 Comerica Bank2,568$53K0.0%+100.0%0.003%
2/14/2025 Lido Advisors LLC13,944$296K0.0%N/A0.016%
2/14/2025 Virtus ETF Advisers LLC13,820$286K0.1%+47.7%0.016%
2/14/2025 Stifel Financial Corp70,487$1.46M0.0%+82.5%0.080%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S5,000$103K0.0%N/A0.006%
2/13/2025 Marshall Wace LLP99,913$2.06M0.0%+127.0%0.113%
2/13/2025 XTX Topco Ltd29,142$602K0.0%N/A0.033%
2/13/2025 TT Capital Management LLC45,980$972K0.8%N/A0.052%
2/13/2025 RE Dickinson Investment Advisors LLC4,077$84K0.0%N/A0.005%
2/13/2025 Rockefeller Capital Management L.P.40,350$834K0.0%+132.1%0.046%
2/13/2025 Zuckerman Investment Group LLC36,000$756K0.1%N/A0.041%
2/13/2025 Raymond James Financial Inc.147,660$3.05M0.0%N/A0.167%
2/13/2025 Renaissance Technologies LLC352,700$7.29M0.0%+1,987.0%0.399%
2/13/2025 Bank of Nova Scotia9,689$200K0.0%N/A0.011%
2/13/2025 Invesco Ltd.34,161$706K0.0%+15.5%0.039%
2/13/2025 Envestnet Asset Management Inc.62,491$1.29M0.0%N/A0.071%
2/13/2025 Grantham Mayo Van Otterloo & Co. LLC68,785$1.42M0.0%N/A0.078%
2/13/2025 Wells Fargo & Company MN29,317$606K0.0%+38.3%0.033%
2/12/2025 ExodusPoint Capital Management LP49,011$1.01M0.0%+195.3%0.055%
2/12/2025 Franklin Resources Inc.237,754$4.91M0.0%+207.9%0.269%
2/12/2025 LM Advisors LLC21,650$450K0.1%-45.2%0.024%
2/12/2025 JPMorgan Chase & Co.125,416$2.59M0.0%+334.4%0.142%
2/11/2025 LPL Financial LLC56,164$1.16M0.0%+96.3%0.063%
2/11/2025 Samalin Investment Counsel LLC11,074$229K0.1%N/A0.013%
2/11/2025 Sfmg LLC138,620$2.86M0.2%N/A0.157%
2/10/2025 Commonwealth Equity Services LLC17,029$352K0.0%N/A0.019%
2/7/2025 HighTower Advisors LLC27,117$560K0.0%+70.5%0.031%
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2/7/2025 Naviter Wealth LLC161,561$3.43M0.4%N/A0.183%
2/7/2025 PNC Financial Services Group Inc.24,724$511K0.0%N/A0.028%
2/7/2025 Nordwand Advisors LLC16,060$332K0.1%N/A0.018%
2/6/2025 Black Swift Group LLC24,470$506K0.1%N/A0.028%
2/6/2025 Raymond James Financial Inc.147,660$3.05M0.0%N/A0.167%
2/5/2025 Muzinich & Co. Inc.104,501$2.16M1.4%+2,953.8%0.118%
2/4/2025 Denali Advisors LLC92,836$1.92M0.2%N/A0.105%
1/31/2025 Truist Financial Corp27,228$563K0.0%+48.0%0.031%
1/31/2025 Sanctuary Advisors LLC13,563$286K0.0%N/A0.015%
1/31/2025 Americana Partners LLC136,455$2.82M0.1%N/A0.154%
1/29/2025 Van 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%
1/28/2025 Activest Wealth Management164,060$3.39M0.9%+102.9%0.185%
1/28/2025 Entropy Technologies LP18,985$392K0.0%N/A0.021%
1/28/2025 Wilmington Savings Fund Society FSB12,500$258K0.0%N/A0.014%
1/28/2025 Sumitomo 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%
1/23/2025 Caprock 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%
1/13/2025 Adams Asset Advisors LLC62,992$1.30M0.2%+152.0%0.071%
12/26/2024 JPMorgan Chase & Co.28,872$571K0.0%+3,509.0%0.033%
12/13/2024 B. Riley Wealth Advisors Inc.13,252$271K0.0%N/A0.015%
11/27/2024 Franklin Resources Inc.77,218$1.56M0.0%N/A0.087%
11/15/2024 Jane Street Group LLC14,930$295K0.0%N/A0.017%
11/15/2024 Stifel Financial Corp38,625$764K0.0%+11.6%0.044%
11/15/2024 Quadrature Capital Ltd22,112$437K0.0%N/A0.025%
11/15/2024 HighTower Advisors LLC15,900$315K0.0%+4.4%0.018%
11/15/2024 Centiva Capital LP10,761$213K0.0%N/A0.012%
11/14/2024 Captrust Financial Advisors15,993$316K0.0%N/A0.018%
11/14/2024 Rockefeller Capital Management L.P.17,383$344K0.0%N/A0.020%
11/12/2024 Activest Wealth Management80,843$1.60M0.5%N/A0.090%
11/7/2024 Caprock Group LLC12,046$245K0.0%N/A0.013%
11/6/2024 Muzinich & Co. Inc.3,422$68K0.0%N/A0.004%
11/5/2024 Fountainhead 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%
10/29/2024 Van ECK Associates Corp1,850,319$36.19M0.0%+3.9%2.070%
10/23/2024 Allworth 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%
7/31/2024 Van ECK Associates Corp1,780,243$38.90M0.1%+16.3%1.991%
7/9/2024 Kingswood Wealth Advisors LLC30,713$671K0.1%+64.8%0.034%
5/20/2024 Virtu Financial LLC10,363$223K0.0%N/A0.012%
5/15/2024 Quadrature Capital Ltd10,334$223K0.0%N/A0.012%
5/11/2024 Cliffwater LLC2,182,590$47.04M12.7%N/A2.455%
5/1/2024 Capstone Investment Advisors LLC30,000$646K0.0%N/A0.034%
4/30/2024 Van ECK Associates Corp1,530,076$32.97M0.0%N/A1.721%
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(Data available from 1/1/2016 forward)

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MSDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSDL shares?

During the previous two years, 71 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), Naviter Wealth LLC ($3.43M), Activest Wealth Management ($3.39M), and Raymond James Financial Inc. ($3.05M).Learn more on MSDL's institutional investors.

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

Of the 69 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), Activest Wealth Management ($164.06K), and Naviter Wealth LLC ($161.56K).

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

Institutional investors have bought a total of 7,544,650 shares in the last 24 months. This purchase volume represents approximately $258.11M 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), and Millennium Management LLC ($10.28K).

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

Institutional investors have sold a total of 724,005 shares in the last 24 months. This volume of shares sold represents approximately $14.96M in transactions.



This page (NYSE:MSDL) was last updated on 3/29/2025 by MarketBeat.com Staff
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