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Disclosery

MSDL MORGAN STANLEY DIRECT LENDIN

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Common Stock (common), issuer CIK 1782524

97 managers (98 13F filers) reported a position in MSDL shares at 2025-03-31, 25,720,020 shares in all. 27 filers opened a position and 11 filers sold out during the quarter.

Managers
97
13F filers
98
New
27
Added
52
Reduced
12
Sold out
11
Shares held by filers
25,720,020

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY15,421,438$308M0.02%+2,247,48513F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,878,466$37.5M0.05%-43,70813F-HRTimelineGroup
Generali Asset Management SPA SGR881,578$17.6M0.43%new13F-HRTimeline
UBS Group AGin group UBS Group AG624,776$12.5M<0.01%+463,50413F-HRTimelineGroup
Americana Partners, LLC366,803$7.32M0.28%+230,34813F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding350,999$7.01M+327,099Timeline
FRANKLIN RESOURCES INCin group Franklin Resources323,472$6.46M<0.01%+85,71813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN299,271$5.97M<0.01%+269,95413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC276,350$5.52M0.01%+34513F-HRTimelineGroup
SFMG, LLC256,815$5.13M0.4%+118,19513F-HRTimeline
Cliffwater LLC242,195$4.83M1.26%-1,203,81913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC241,555$4.82M<0.01%+210,36313F-HRTimelineGroup
Muzinich & Co., Inc.212,700$4.25M2.6%+108,19913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC207,902$4.15M<0.01%+60,24213F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …200,292$4M<0.01%+98,17413F-HRTimelineGroup
TT Capital Management LLC198,772$3.97M3.34%+152,79213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC198,684$3.97M<0.01%+173,29213F-HRTimelineGroup
Naviter Wealth, LLC174,314$3.6M0.44%+12,75313F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC173,850$3.47M1.04%+87,70013F-HRTimeline
Black Swift Group, LLC170,655$3.41M0.77%+146,18513F-HRTimeline
Activest Wealth Management155,383$3.1M0.83%-8,67713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA155,232$3.1M<0.01%+53,90213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP129,323$2.58M<0.01%+58,83613F-HRTimelineGroup
LPL Financial LLC121,646$2.43M<0.01%+65,48213F-HRTimeline
Cubist Systematic Strategies, LLC121,471$2.42M0.03%+68,73013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO108,881$2.17M<0.01%-16,53513F-HRTimelineGroup
Grantham, Mayo, Van Otterloo & Co. LLC106,927$2.13M0.01%+38,14213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management100,781$2.01M0.01%+82,07513F-HRTimelineGroup
MAI Capital Management99,317$1.98M0.02%+62,84213F-HRTimeline
DENALI ADVISORS LLC89,262$1.78M0.2%-3,57413F-HRTimeline
Hennion & Walsh Asset Management, Inc.88,678$1.77M0.08%+67,25113F-HRTimeline
Schonfeld Strategic Advisors LLC85,874$1.71M0.01%new13F-HRTimeline
Veltria Advisors Corp.80,310$1.6M1.04%013F-HRTimeline
HRT FINANCIAL LP79,120$1.58M0.01%-79,50913F-HRTimeline
Legacy Capital Wealth Partners, LLC74,826$1.49M0.37%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,244$1.48M<0.01%+33,89413F-HRTimelineGroup
LM Advisors LLC72,757$1.45M0.26%+51,10713F-HRTimeline
Adams Asset Advisors, LLC62,992$1.26M0.17%013F-HRTimeline
OBSIDIAN CIO, LLC59,025$1.18M0.19%+32,26513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,465$967K<0.01%+16,47913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC47,377$946K<0.01%+36,31313F-HR/ATimelineGroup
Zuckerman Investment Group, LLC44,000$878K0.09%+8,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,964$858K<0.01%+32,10713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,564$852K<0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.37,314$745K<0.01%+3,15313F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP36,098$721K0.07%-4,89913F-HRTimeline
EVERPAR ADVISORS LLC36,028$719K0.38%+10,05913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,553$712K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,643$691K<0.01%+30,15413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,032$679K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC32,752$654K<0.01%+5,63513F-HRTimeline
Nordwand Advisors, LLC31,186$622K0.23%+15,12613F-HRTimeline
Sciencast Management LP30,230$603K0.14%new13F-HRTimeline
Entropy Technologies, LP29,058$580K0.06%+10,07313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,669$552K<0.01%+10,64013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC26,921$537K0.01%+77913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC25,800$515K0.02%013F-HRTimeline
D.A. DAVIDSON & CO.24,474$489K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC23,386$467K0.01%+6,59413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,247$464K<0.01%-3,98113F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC23,080$461K0.03%new13F-HRTimelineGroup
Generali Investments CEE, investicni sp…21,922$438K0.04%new13F-HRTimeline
Opal Wealth Advisors, LLC21,908$437K0.13%+6,80313F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…21,624$432K<0.01%+16,62413F-HRTimelineGroup
Virtus Investment Advisers, LLCgroup of 2 filers holding21,135$422K+7,315Timeline
Wilmington Savings Fund Society, FSB20,000$399K0.01%+7,50013F-HRTimeline
SIMPLEX TRADING, LLC17,904$357K0.01%+9,84013F-HRTimeline
ExodusPoint Capital Management, LP17,900$357K<0.01%-31,11113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC17,873$357K0.01%-4,16013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,629$320K<0.01%+1,68513F-HRTimelineGroup
Creative Planningin group Creative Planning15,934$318K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC15,918$318K<0.01%+2,35513F-HRTimeline
Icon Wealth Advisors, LLC15,604$311K0.03%+5,49013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,764$295K<0.01%-337,93613F-HRTimeline
Cetera Investment Advisers14,257$285K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…13,722$274K<0.01%new13F-HRTimeline
COWA, LLC13,436$268K0.11%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,346$266K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC12,900$257K0.01%new13F-HRTimeline
NorthCoast Asset Management LLC12,585$251K<0.01%new13F-HR/ATimeline
Gilbert & Cook, Inc.12,131$242K0.04%new13F-HRTimeline
Promus Capital, LLC12,000$240K0.18%new13F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,841$236K<0.01%new13F-HRTimelineGroup
Samalin Investment Counsel, LLC11,348$227K0.09%+27413F-HRTimeline
Total Clarity Wealth Management, Inc.9,862$204K0.07%013F-HRTimeline
Accredited Investors Inc.10,000$200K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,430$108K<0.01%+39113F-HRTimelineGroup
State of Wyoming5,412$108K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…5,169$103K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,555$71K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3,300$65.9K<0.01%new13F-HRTimeline
COMERICA BANK2,690$53.7K<0.01%+12213F-HRTimeline
Allworth Financial LP1,606$31.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,298$25.9K<0.01%+48613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,240$24.8K<0.01%-23,48413F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,000$20K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.