DOSSIER · 13F Holders · Q1 2026
MSDL

MORGAN STANLEY DIRECT LENDIN

148 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 61774A103·148 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$434M
visible holders
Holders
148
filers reporting
Concentration
51.04%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

148 institutions reported MSDL in Q1 2026. MORGAN STANLEY leads at 51.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$222M15.9M0.01%Q1 2026
02
Generali Asset Management SPA SGR
CIK 0002046751
$26M1.8M0.53%Q1 2026
03
UBS Group AG
CIK 0001610520
$22M1.6M0.00%Q1 2026
04
VAN ECK ASSOCIATES CORP
CIK 0000869178
$20M1.4M0.01%Q1 2026
05
Lunate Capital Ltd
CIK 0002056786
$17M1.1M8.51%Q2 2026
06
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$15M1.1M0.73%Q1 2026
07
Muzinich & Co., Inc.
CIK 0001618824
$13M766K3.97%Q4 2025
08
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$12M889K0.01%Q1 2026
09
Russell Investments Group, Ltd.
CIK 0001692234
$10M722K0.01%Q1 2026
10
Altshuler Shaham Ltd
CIK 0001324290
$9M650K0.16%Q1 2026
11
AMERICAN FINANCIAL GROUP INC
CIK 0001042046
$9M632K3.27%Q1 2026
12
TORONTO DOMINION BANK
CIK 0000947263
$9M622K0.01%Q1 2026
13
DG Capital Management, LLC
CIK 0001512716
$8M576K2.46%Q1 2026
14
Sumitomo Mitsui Trust Group, Inc.
CIK 0001475365
$8M558K0.01%Q1 2026
15
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M543K0.00%Q1 2026
16
HRT FINANCIAL LP
CIK 0001475597
$6M394K0.02%Q4 2025
17
ARES MANAGEMENT LLC
CIK 0001259313
$6M412K0.38%Q1 2026
18
Trexquant Investment LP
CIK 0001633445
$6M409K0.04%Q1 2026
19
CITADEL ADVISORS LLC
CIK 0001423053
$6M335K0.00%Q4 2025
20
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$5M316K0.14%Q2 2026
Page 1 of 8
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Insiders at MORGAN STANLEY DIRECT LENDIN
Occi Michael Jr.Krishnan AshwinFrank Bruce DBinstock JoanShannon KevinPessah DavidMetz Adam SDay Jeff M.