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Disclosery

MSDL MORGAN STANLEY DIRECT LENDIN

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Common Stock (common), issuer CIK 1782524

117 managers (118 13F filers) reported a position in MSDL shares at 2025-09-30, 31,373,323 shares in all. 23 filers opened a position and 15 filers sold out during the quarter.

Managers
117
13F filers
118
New
23
Added
48
Reduced
35
Sold out
15
Shares held by filers
31,373,323

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY15,903,143$256M0.02%+289,18213F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,967,697$31.6M0.03%+48,24813F-HRTimelineGroup
Generali Asset Management SPA SGR1,829,964$29.4M0.63%+68,01413F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC989,127$15.9M0.91%+781,95513F-HRTimeline
UBS Group AGin group UBS Group AG964,299$15.5M<0.01%+143,47113F-HRTimelineGroup
Muzinich & Co., Inc.584,621$9.4M3.64%+128,99013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK565,621$9.1M0.02%new13F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP543,182$8.73M0.01%+450,68113F-HRTimelineGroup
Americana Partners, LLC538,983$8.67M0.26%+160,82913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC522,788$8.41M0.01%+487,16813F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …505,062$8.12M<0.01%+134,30313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding433,112$6.96M+241,813Timeline
FRANKLIN RESOURCES INCin group Franklin Resources374,761$6.03M<0.01%+24,63713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN356,636$5.73M<0.01%+42,56813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC351,471$5.65M<0.01%-1,06013F-HRTimelineGroup
TT Capital Management LLC297,559$4.78M3.66%+59,79713F-HRTimeline
SFMG, LLC259,345$4.17M0.29%+90013F-HRTimeline
Trexquant Investment LP236,752$3.81M0.04%+95,25813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC213,619$3.43M<0.01%+2,57813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.198,538$3.19M0.12%+48,39513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC185,206$2.98M<0.01%-76,56113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management175,727$2.83M0.01%+85,83113F-HRTimelineGroup
Naviter Wealth, LLC161,329$2.67M0.31%-18,99613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC157,866$2.54M<0.01%+119,50013F-HRTimelineGroup
Centiva Capital, LP150,958$2.43M0.23%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP139,425$2.24M<0.01%+9,43613F-HRTimelineGroup
Activest Wealth Management125,287$2.01M0.41%-46,27513F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC120,900$1.94M0.49%-38,20013F-HRTimeline
LPL Financial LLC120,700$1.94M<0.01%-50,75413F-HRTimeline
Adams Asset Advisors, LLC109,633$1.76M0.23%+19,11713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,857$1.57M<0.01%+23,38013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC95,225$1.53M<0.01%-43,56013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/84,530$1.36M<0.01%-12,40313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,861$1.2M<0.01%-84,83313F-HRTimelineGroup
DENALI ADVISORS LLC71,968$1.16M0.13%-14,61313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,909$1.14M<0.01%+3,23613F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC70,848$1.14M0.02%-16,09513F-HRTimeline
Legacy Capital Wealth Partners, LLC70,827$1.14M0.25%-26413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.68,369$1.1M<0.01%+17,86913F-HRTimelineGroup
OBSIDIAN CIO, LLC59,064$950K0.12%-16713F-HRTimeline
LM Advisors LLC55,784$925K0.13%-1,05813F-HRTimeline
Cubist Systematic Strategies, LLC54,973$884K0.01%-57,03413F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…53,885$866K0.01%+25,04013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,073$837K<0.01%+11,87813F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd50,699$815K0.01%new13F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd49,601$798K0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS49,345$793K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,403$746K<0.01%+24,88113F-HRTimelineGroup
Zuckerman Investment Group, LLC46,000$740K0.07%+2,00013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,453$699K<0.01%-13213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC42,778$688K<0.01%+13,97613F-HRTimeline
AlphaQuest LLC40,105$645K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,843$608K<0.01%+2,69813F-HRTimelineGroup
Dynamic Technology Lab Private Ltd32,323$520K0.09%+15,53213F-HRTimeline
Steward Partners Investment Advisory, L…32,119$516K<0.01%+28,86913F-HRTimeline
Cetera Investment Advisers30,940$498K<0.01%+4,76013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…30,302$487K0.14%+9,92213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC29,858$483K<0.01%-7,37613F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC29,899$481K<0.01%-4,81313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,652$445K<0.01%-2,50213F-HRTimelineGroup
Aquatic Capital Management LLC27,082$435K0.01%new13F-HRTimeline
Obermeyer Wealth Partners26,000$418K0.02%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC25,800$415K0.02%013F-HRTimeline
EVERPAR ADVISORS LLC25,130$404K0.16%-3,47913F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC24,976$402K0.07%new13F-HRTimelineGroup
NorthCoast Asset Management LLC24,392$395K<0.01%+6,36913F-HRTimeline
Fiduciary Group, LLC24,355$392K0.03%+13,72613F-HRTimeline
Nordwand Advisors, LLC24,336$391K0.06%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…24,309$391K0.01%-5,09713F-HRTimelineGroup
Beacon Pointe Advisors, LLC23,500$378K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC23,386$376K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,080$371K<0.01%+4,86713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,674$365K<0.01%-51,04913F-HR/ATimelineGroup
Sanctuary Advisors, LLC20,767$334K<0.01%-19513F-HR/ATimeline
Generali Investments CEE, investicni sp…20,722$333K0.03%-1,20013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,478$323K<0.01%-7,93413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,707$301K<0.01%+46013F-HRTimelineGroup
Global Strategic Investment Solutions, …18,360$295K0.03%+1,12613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,800$270K<0.01%+11,70013F-HRTimelineGroup
Icon Wealth Advisors, LLC16,422$264K0.02%+41613F-HRTimeline
Sciencast Management LP14,736$237K0.04%+3,50013F-HRTimeline
Opal Wealth Advisors, LLC14,630$235K0.07%-3,21413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC14,541$234K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,539$234K<0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP14,116$227K0.02%new13F-HRTimeline
MQS Management LLC14,096$227K0.13%-15,63613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,026$226K<0.01%new13F-HRTimelineGroup
SAPIENT CAPITAL LLC12,987$223K<0.01%new13F-HRTimeline
COWA, LLC13,436$216K0.07%013F-HRTimeline
Quantbot Technologies LP12,726$205K0.01%+6,43213F-HRTimeline
Gilbert & Cook, Inc.12,131$195K0.03%013F-HRTimeline
Promus Capital, LLC12,000$193K0.12%013F-HRTimeline
Samalin Investment Counsel, LLC10,977$177K0.06%-57013F-HRTimeline
Elevate Capital Advisors, LLC10,773$173K0.12%new13F-HRTimeline
SIMPLEX TRADING, LLC9,634$154K<0.01%-3,18813F-HRTimeline
Federation des caisses Desjardins du Qu…5,021$80.7K<0.01%-22413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,800$77.2K<0.01%-11,16613F-HRTimelineGroup
Keystone Financial Group4,480$72K0.01%new13F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\3,707$59.6K<0.01%+1,41713F-HRTimelineGroup
AdvisorNet Financial, Inc3,650$58.7K<0.01%-55013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,555$57.2K<0.01%013F-HRTimeline
State of Wyoming3,543$57K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,388$54.5K<0.01%+1,17813F-HRTimelineGroup
Allworth Financial LP2,606$41.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC2,000$32.2K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,800$29.8K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,445$23.2K0.01%new13F-HRTimeline
Point72 Europe (London) LLP1,186$19.1K<0.01%new13F-HRTimeline
COMERICA BANK1,137$18.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…990$15.9K<0.01%-25013F-HRTimelineGroup
GROUP ONE TRADING LLC900$14.5K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC500$8.04K<0.01%new13F-HRTimeline
Point72 (DIFC) Ltd471$7.57K<0.01%+17113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…349$5.61K<0.01%-1,58013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC222$3.57K<0.01%new13F-HR/ATimelineGroup
Advisory Services Network, LLC142$2.29K<0.01%new13F-HRTimeline
Caitong International Asset Management …3$48<0.01%-7713F-HRTimeline