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Disclosery

MSDL MORGAN STANLEY DIRECT LENDIN

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Common Stock (common), issuer CIK 1782524

110 managers (111 13F filers) reported a position in MSDL shares at 2025-06-30, 27,806,634 shares in all. 24 filers opened a position and 11 filers sold out during the quarter.

Managers
110
13F filers
111
New
24
Added
49
Reduced
25
Sold out
11
Shares held by filers
27,806,634

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY15,613,961$292M0.02%+192,52313F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,919,449$35.9M0.04%+40,98313F-HRTimelineGroup
Generali Asset Management SPA SGR1,761,950$33M0.75%+880,37213F-HRTimeline
UBS Group AGin group UBS Group AG820,828$15.4M<0.01%+196,05213F-HRTimelineGroup
Muzinich & Co., Inc.455,631$8.53M3.9%+242,93113F-HRTimeline
Americana Partners, LLC378,154$7.08M0.24%+11,35113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …370,759$6.94M<0.01%+170,46713F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC352,531$6.6M0.01%+153,84713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources350,124$6.55M<0.01%+26,65213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN314,068$5.88M<0.01%+14,79713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC261,767$4.9M<0.01%+20,21213F-HR/ATimelineGroup
SFMG, LLC258,445$4.84M0.36%+1,63013F-HRTimeline
TT Capital Management LLC237,762$4.45M3.61%+38,99013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC211,041$3.95M<0.01%+3,13913F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC207,172$3.88M0.21%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding191,299$3.58M-159,700Timeline
Naviter Wealth, LLC180,325$3.46M0.43%+6,01113F-HRTimeline
HRT FINANCIAL LP176,399$3.3M0.01%+97,27913F-HRTimeline
Activest Wealth Management171,562$3.21M0.77%+16,17913F-HRTimeline
LPL Financial LLC171,454$3.21M<0.01%+49,80813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,694$2.99M<0.01%+4,46213F-HR/ATimelineGroup
SHIKIAR ASSET MANAGEMENT INC159,100$2.98M0.83%-14,75013F-HRTimeline
Hennion & Walsh Asset Management, Inc.150,143$2.81M0.11%+61,46513F-HRTimeline
Trexquant Investment LP141,494$2.65M0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC138,785$2.6M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP129,989$2.43M<0.01%+66613F-HRTimelineGroup
Cubist Systematic Strategies, LLC112,007$2.1M0.02%-9,46413F-HRTimeline
MAI Capital Management97,917$1.83M0.01%-1,40013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,933$1.81M<0.01%+53,96913F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP92,501$1.73M<0.01%new13F-HRTimelineGroup
Adams Asset Advisors, LLC90,516$1.69M0.24%+27,52413F-HR/ATimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management89,896$1.68M<0.01%-10,88513F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC86,943$1.63M0.02%+60,02213F-HRTimeline
DENALI ADVISORS LLC86,581$1.62M0.17%-2,68113F-HRTimeline
Veltria Advisors Corp.80,310$1.5M1%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,477$1.39M<0.01%+23313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,723$1.38M<0.01%-35,15813F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC71,091$1.33M0.3%-3,73513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC67,673$1.27M<0.01%-208,67713F-HRTimelineGroup
OBSIDIAN CIO, LLC59,231$1.11M0.16%+20613F-HRTimeline
LM Advisors LLC56,842$1.06M0.14%-15,91513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.50,500$945K<0.01%+13,18613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS49,345$924K<0.01%+88013F-HRTimeline
Zuckerman Investment Group, LLC44,000$824K0.08%013F-HRTimeline
D.A. DAVIDSON & CO.40,731$762K0.01%+16,25713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,585$761K<0.01%+1,02113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,195$752K<0.01%+16,94813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,366$718K<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC37,234$700K<0.01%+1,68113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC35,620$667K<0.01%+20,85613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC34,712$650K<0.01%-12,66513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,145$620K<0.01%-1,49813F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP30,154$564K<0.01%+18,31313F-HRTimelineGroup
MQS Management LLC29,732$557K0.31%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…29,406$550K0.01%new13F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…28,845$540K0.01%+7,22113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,802$539K<0.01%+1,13313F-HRTimeline
EVERPAR ADVISORS LLC28,609$536K0.24%-7,41913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC27,412$527K<0.01%+11,78313F-HRTimelineGroup
Cetera Investment Advisers26,180$490K<0.01%+11,92313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC25,800$483K0.02%013F-HRTimeline
Nordwand Advisors, LLC24,336$456K0.07%-6,85013F-HRTimeline
Nebula Research & Development LLC23,422$438K0.04%new13F-HRTimeline
Clearstead Advisors, LLC23,386$438K0.01%013F-HRTimeline
Generali Investments CEE, investicni sp…21,922$410K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,522$403K<0.01%-12,51013F-HRTimelineGroup
Sanctuary Advisors, LLC20,962$392K<0.01%+5,04413F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…20,380$382K0.13%-75513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB20,000$374K0.01%013F-HRTimeline
Accredited Investors Inc.20,000$374K0.02%+10,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,247$342K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,213$341K<0.01%+4,86713F-HRTimelineGroup
NorthCoast Asset Management LLC18,023$340K<0.01%+5,43813F-HRTimeline
Opal Wealth Advisors, LLC17,844$334K0.09%-4,06413F-HRTimeline
Global Strategic Investment Solutions, …17,234$323K0.03%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC17,107$320K0.02%-5,97313F-HRTimelineGroup
Dynamic Technology Lab Private Ltd16,791$314K0.04%new13F-HRTimeline
Catalina Capital Group, LLC16,098$301K0.2%new13F-HRTimeline
Icon Wealth Advisors, LLC16,006$300K0.02%+40213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15,966$299K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC15,457$289K<0.01%-17,29513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,539$272K<0.01%new13F-HRTimeline
Engineers Gate Manager LP13,709$257K<0.01%new13F-HRTimeline
COWA, LLC13,436$252K0.1%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC12,928$242K0.01%-4,94513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,900$241K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC12,822$240K0.01%-5,08213F-HRTimeline
Gilbert & Cook, Inc.12,131$227K0.03%013F-HRTimeline
Promus Capital, LLC12,000$225K0.15%013F-HR/ATimeline
Samalin Investment Counsel, LLC11,547$216K0.08%+19913F-HRTimeline
Cambridge Investment Research Advisors,…11,405$214K<0.01%-2,31713F-HRTimeline
Sciencast Management LP11,236$210K0.04%-18,99413F-HRTimeline
Patriot Financial Group Insurance Agenc…11,200$210K0.02%new13F-HRTimeline
Fiduciary Group, LLC10,629$199K0.02%new13F-HRTimeline
Quantbot Technologies LP6,294$118K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…5,245$98.2K<0.01%+7613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,100$95.3K<0.01%new13F-HR/ATimelineGroup
AdvisorNet Financial, Inc4,200$78.6K0.01%+90013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,555$66.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,250$60.8K<0.01%+2,25013F-HRTimeline
Allworth Financial LP2,606$48.8K<0.01%+1,00013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,290$42.9K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,210$41.4K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,929$36.1K<0.01%+63113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,240$23.2K<0.01%013F-HRTimelineGroup
COMERICA BANK1,137$21.3K<0.01%-1,55313F-HRTimeline
GROUP ONE TRADING LLC900$16.8K<0.01%new13F-HRTimeline
Point72 (DIFC) Ltd300$5.62K<0.01%new13F-HRTimeline
Caitong International Asset Management …80$1.5K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.