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Disclosery

MSDL MORGAN STANLEY DIRECT LENDIN

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Common Stock (common), issuer CIK 1782524

141 managers (141 13F filers) reported a position in MSDL shares at 2026-06-30, 38,561,128 shares in all. 24 filers opened a position and 21 filers sold out during the quarter.

Managers
141
13F filers
141
New
24
Added
49
Reduced
42
Sold out
21
Shares held by filers
38,561,128

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY15,723,274$238M0.01%-151,08813F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,581,090$39M0.01%+984,49413F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,014,119$30.5M0.02%+580,14213F-HRTimelineGroup
Generali Asset Management SPA SGR1,829,964$27.7M0.5%013F-HRTimeline
Lunate Capital Ltdin group Lunate Capital Ltd1,103,814$16.7M8.51%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,061,802$16.1M0.01%+339,85313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP893,188$13.5M0.01%+3,83913F-HRTimelineGroup
Muzinich & Co., Inc.838,899$12.7M4.33%+71,09713F-HRTimeline
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC775,128$11.7M0.51%+363,12813F-HRTimelineGroup
Ensign Peak Advisors, Inc748,000$11.3M0.02%new13F-HRTimeline
Altshuler Shaham Ltd650,437$9.83M0.12%013F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC631,500$9.55M3.37%013F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …616,116$9.32M0.01%+58,00313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO539,662$8.16M0.04%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN515,964$7.8M<0.01%-26,83213F-HRTimelineGroup
DG Capital Management, LLC475,537$7.19M2.49%-100,00013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources456,469$6.9M<0.01%+269,65813F-HRTimelineGroup
CAZ INVESTMENTS LP399,455$6.04M2.87%new13F-HR/ATimeline
TT Capital Management LLC343,317$5.19M4.04%+10,85013F-HRTimeline
Hennion & Walsh Asset Management, Inc.315,801$4.77M0.14%+28,41813F-HRTimeline
Trexquant Investment LP296,078$4.48M0.03%-113,24813F-HRTimeline
Americana Partners, LLC262,611$3.97M0.09%+5,42713F-HRTimeline
Fosun International Ltd240,374$3.63M0.81%013F-HRTimeline
HighTower Advisors, LLC238,437$3.61M<0.01%-26,84713F-HRTimeline
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…204,770$3.1M0.27%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC204,517$3.09M<0.01%-71,50913F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.184,080$2.78M0.03%013F-HRTimelineGroup
Naviter Wealth, LLC176,534$2.75M0.25%+35,90713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…165,873$2.51M<0.01%+14,83913F-HRTimelineGroup
GraniteShares Advisors LLC164,369$2.49M1.6%+21,52513F-HRTimeline
SFMG, LLC159,722$2.41M0.15%-49,00313F-HRTimeline
Adams Asset Advisors, LLC148,696$2.25M0.25%+34,26413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC148,087$2.24M<0.01%-13,98013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC145,746$2.2M<0.01%+39,32213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth141,101$2.14M<0.01%+92,27413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP124,279$1.93M<0.01%+18,81513F-HRTimelineGroup
SHIKIAR ASSET MANAGEMENT INC112,750$1.71M0.43%+8,15013F-HRTimeline
GFS Advisors, LLC2,900$1.7M0.26%new13F-HR/ATimeline
Legacy Capital Wealth Partners, LLC110,870$1.68M0.32%+24,83713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,947$1.63M<0.01%+50,85813F-HRTimelineGroup
P.A.W. CAPITAL CORP102,600$1.55M1.19%+3,40013F-HR/ATimeline
Callodine Capital Management, LP100,000$1.51M0.1%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…96,296$1.46M0.39%+27,10113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP95,023$1.44M<0.01%+1,90913F-HRTimelineGroup
LPL Financial LLC92,091$1.39M<0.01%+21,14013F-HRTimeline
Activest Wealth Management88,943$1.34M0.26%-115,78013F-HRTimeline
LM Advisors LLC84,112$1.31M0.15%+83,06013F-HRTimeline
Ilex Capital Partners (UK) LLP82,946$1.25M0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,595$1.11M<0.01%-3,47713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC69,269$1.05M<0.01%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC67,513$1.02M0.02%+19213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC60,609$916K<0.01%-28,23813F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management59,442$899K<0.01%-57,31113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,542$810K<0.01%+9,39813F-HRTimelineGroup
DENALI ADVISORS LLC52,862$799K0.08%-4,89513F-HRTimeline
Cetera Investment Advisers51,910$785K<0.01%-1,87213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,345$746K<0.01%-35013F-HRTimeline
HOURGLASS CAPITAL, LLC48,672$736K0.14%013F-HR/ATimeline
Steward Partners Investment Advisory, L…48,337$731K<0.01%-26,71113F-HRTimeline
Engineers Gate Manager LP46,340$701K0.01%+27,42513F-HRTimeline
HRT FINANCIAL LP41,334$624K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,856$618K<0.01%-10,52513F-HRTimelineGroup
Closed-End Fund Advisors, Inc.40,516$613K0.6%-2,32513F-HRTimeline
SCOTIA CAPITAL INC.40,000$605K<0.01%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.35,119$531K<0.01%-30,76313F-HRTimelineGroup
NewGen Asset Management Ltd34,300$519K0.28%+10,00013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC33,858$512K<0.01%+3,62913F-HRTimelineGroup
Fiduciary Group, LLC33,724$510K0.04%-3,20013F-HRTimeline
Texas Yale Capital Corp.29,955$453K0.01%+7,28013F-HRTimeline
Belpointe Asset Management LLC29,333$444K0.01%new13F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC29,001$438K0.03%+3,00013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd28,198$426K0.01%-163,71513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,154$426K<0.01%-1,08213F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC27,425$415K<0.01%-5,18313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,394$414K<0.01%-56313F-HRTimelineGroup
O'ROURKE & COMPANY, Inc27,058$409K0.14%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC25,943$399K<0.01%-33,48013F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…25,821$390K<0.01%-107,91013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,690$373K<0.01%+7,54513F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…24,668$373K0.09%-3,62413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,089$364K<0.01%+32313F-HRTimelineGroup
Clearstead Advisors, LLC24,000$363K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,435$354K<0.01%+13,16513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,993$348K<0.01%-7,56113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,410$339K<0.01%-43313F-HRTimelineGroup
Global Strategic Investment Solutions, …21,927$332K0.03%+46713F-HRTimeline
Cambridge Investment Research Advisors,…21,027$318K<0.01%+5,58313F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,283$317K<0.01%-2,07113F-HRTimelineGroup
Generali Investments CEE, investicni sp…20,722$313K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,303$307K<0.01%+1,09613F-HRTimelineGroup
Almitas Capital LLC20,000$302K0.07%013F-HRTimeline
COWA, LLC19,720$298K0.07%+4,08413F-HRTimeline
EVERPAR ADVISORS LLC18,547$280K0.08%013F-HRTimeline
OBSIDIAN CIO, LLC18,269$276K0.21%+52713F-HRTimeline
Icon Wealth Advisors, LLC17,928$271K0.02%+51613F-HRTimeline
Sanctuary Advisors, LLC17,669$267K<0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC17,646$267K0.17%+29713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,247$246K<0.01%+2,22113F-HRTimelineGroup
Clear Harbor Asset Management, LLC15,610$236K0.01%-83013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC15,525$235K0.01%-1,39013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,254$231K<0.01%new13F-HRTimelineGroup
CFO4Life Group, LLC14,964$226K0.03%+15113F-HRTimeline
Entropy Technologies, LP14,451$218K0.01%-14,28113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,026$212K<0.01%-51313F-HR/ATimeline
Commerce Advisors, LLC13,891$210K0.11%013F-HRTimeline
DRW Securities, LLC13,881$210K0.01%-3,79813F-HRTimeline
SAPIENT CAPITAL LLC12,987$202K<0.01%013F-HR/ATimeline
Gilbert & Cook, Inc.12,131$183K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC11,758$178K<0.01%new13F-HRTimeline
Centiva Capital, LP11,577$175K0.01%-1,71013F-HRTimeline
Osbon Capital Management LLC11,205$169K0.13%-54413F-HRTimeline
SWEENEY & MICHEL, LLC10,500$162K0.04%013F-HRTimeline
Janney Montgomery Scott LLC10,550$160K<0.01%new13F-HRTimeline
Black Maple Capital Management LP10,000$151K0.1%013F-HRTimeline
Savant Capital, LLC10,293$150K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC9,360$142K<0.01%+3,46413F-HRTimeline
KELLEHER FINANCIAL ADVISORS8,048$122K0.02%-2,12213F-HRTimeline
GROUP ONE TRADING LLC6,700$101K<0.01%new13F-HRTimeline
Quantbot Technologies LP6,483$98K<0.01%-15,94713F-HRTimeline
HARBOUR INVESTMENTS, INC.5,618$84.9K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,300$80.1K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,098$62K<0.01%-10313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,555$53.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,458$52.3K<0.01%+2,45013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,388$51.2K<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS3,183$48.1K<0.01%+9113F-HRTimeline
JONES ROAD CAPITAL MANAGEMENT, L.P.2,000$30.2K0.16%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,850$28K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,713$25.9K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,287$19.5K<0.01%+3713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,129$17.2K<0.01%new13F-HRTimeline
Allworth Financial LP1,000$15.1K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC900$14K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…920$13.9K<0.01%-4,01213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…306$4.63K<0.01%013F-HRTimelineGroup
Avion Wealth300$4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp210$3.18K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC163$2.46K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC147$2.22K<0.01%-1,28413F-HRTimelineGroup
Allied Private Wealth LLC120$1.83K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC3$47<0.01%new13F-HRTimeline