$MSIF

$11.44 -$0.10 (0.87%) Close

$MSIF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 45.3M shares outstanding

Who owns MSIF?

By type of holder

Institutions 32.8% Insiders 0.6% Everyone else 66.6%

Concentration Top 10 holders own 18.9%

Sanders Morris Harris LLC 5.0% · Ares Management LLC 2.8%

Institutional ownership

32.8%

+4.2 pts vs last qtr

Institutional holders

166

+6 vs last qtr

Net shares bought

+1.9M

by institutions in Q2 2026

New / sold out

32 / 26

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Sanders Morris Harris LLC +457.0K
Ares Management LLC +441.3K

Biggest sellers in Q2 2026

Two Sigma Investments, LP −350.4K
U.S. Capital Wealth Advisors, LLC SOLD OUT −109.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for MSC Income Fund Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+16.4%

+3.88% a year

Each share's claim on the business

−14.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$82.9M vs —

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years29% Under 1 year71%

Quarterly turnover

18.9%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting MSIF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SM Sanders Morris Harris LLC	2.3M	4.99%	+457.0K (+25.3%)	Q1 '26	15.2%
Shares held by quarter Peak holding2.3M (Q2'26) Change over 8 quarters+2.3M Share of the company4.990% Sanders Morris Harris LLC's full portfolio →
AM Ares Management LLC	1.3M	2.80%	+441.3K (+53.4%)	2025	0.6%
Shares held by quarter Peak holding1.3M (Q2'26) Change over 8 quarters+1.3M Share of the company2.800% Ares Management LLC's full portfolio →

Sanders Morris Harris LLC

2.3M

% of company

4.99%

Change vs last qtr

+457.0K (+25.3%)

Held since

Q1 '26

Ares Management LLC

1.3M

% of company

2.80%

Change vs last qtr

+441.3K (+53.4%)

Held since

2025

28 more super investors behind a free account

See every manager holding MSC Income Fund Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MSIF on Form N-PORT; together they hold 4.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VB VanEck BDC Income ETF VanEck ETF Trust	$10.6M	917.0K	2.02%	0.65%	June 30, 2026
PB Putnam BDC Income ETF Putnam ETF Trust	$9.02M	805.8K	1.78%	3.19%	July 31, 2026

VanEck BDC Income ETF

VanEck ETF Trust

Position value

$10.6M

% of company

2.02%

% of the fund

0.65%

As of

June 30, 2026

Putnam BDC Income ETF

Putnam ETF Trust

Position value

$9.02M

% of company

1.78%

% of the fund

3.19%

As of

July 31, 2026

4 more funds behind a free account

See every fund holding MSC Income Fund Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HD Hyzak Dwayne L. Insider	70.7K	0.16%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.160% Hyzak Dwayne L.'s insider activity →
MD Magdol David L. Insider	46.4K	0.10%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.100% Magdol David L.'s insider activity →

Hyzak Dwayne L.

Insider

70.7K

% of company

0.16%

Change vs last qtr

—

Held since

—

Magdol David L.

Insider

46.4K

% of company

0.10%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of MSC Income Fund Inc.

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