13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
MSDL

MORGAN STANLEY DIRECT LENDIN

146 institutions still hold MORGAN STANLEY DIRECT LENDIN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774A103·146 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.9%
vs prior quarter
13F value held
$405M
52.0% inst. owned
of float
Holders
146
+127 QoQ
filers reporting
Activity
+78 / −31
+987 added · −810 reduced
this quarter
Concentration
54.65%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

146 institutions reported MSDL in Q1 2026. MORGAN STANLEY leads at 54.7% of the visible book. +127 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$222M15.9M0.01%Q1 202602
Generali Asset Management SPA SGR
CIK 0002046751
$26M1.8M0.53%Q1 202603
UBS Group AG
CIK 0001610520
$22M1.6M0.00%Q1 202604
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$15M1.1M0.73%Q1 202605
Muzinich & Co., Inc.
CIK 0001618824
$13M766K3.97%Q4 202506
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$12M889K0.01%Q1 202607
Russell Investments Group, Ltd.
CIK 0001692234
$10M722K0.01%Q1 202608
Altshuler Shaham Ltd
CIK 0001324290
$9M650K0.16%Q1 202609
AMERICAN FINANCIAL GROUP INC
CIK 0001042046
$9M632K3.27%Q1 202610
TORONTO DOMINION BANK
CIK 0000947263
$9M622K0.01%Q1 202611
DG Capital Management, LLC
CIK 0001512716
$8M576K2.46%Q1 202612
Sumitomo Mitsui Trust Group, Inc.
CIK 0001475365
$8M558K0.01%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M543K0.00%Q1 202614
HRT FINANCIAL LP
CIK 0001475597
$6M394K0.02%Q4 202515
ARES MANAGEMENT LLC
CIK 0001259313
$6M412K0.38%Q1 202616
Trexquant Investment LP
CIK 0001633445
$6M409K0.04%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$6M335K0.00%Q4 202518
TT Capital Management LLC
CIK 0002056338
$5M332K3.83%Q1 202619
TWO SIGMA ADVISERS, LP
CIK 0001478735
$4M249K0.01%Q4 202520
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$4M287K0.14%Q1 2026
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