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Disclosery

MSDL MORGAN STANLEY DIRECT LENDIN

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Common Stock (common), issuer CIK 1782524

133 managers (134 13F filers) reported a position in MSDL shares at 2025-12-31, 36,300,911 shares in all. 36 filers opened a position and 22 filers sold out during the quarter.

Managers
133
13F filers
134
New
36
Added
43
Reduced
37
Sold out
22
Shares held by filers
36,300,911

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY15,876,336$262M0.02%-26,80713F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,840,835$30.3M0.03%-126,86213F-HRTimelineGroup
Generali Asset Management SPA SGR1,829,964$30.2M0.62%013F-HRTimeline
UBS Group AGin group UBS Group AG1,668,693$27.5M0.01%+704,39413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,094,170$18M+661,058Timeline
Muzinich & Co., Inc.766,451$12.6M3.97%+181,83013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC764,543$12.6M0.6%-224,58413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK713,641$11.8M0.02%+148,02013F-HRTimelineGroup
Altshuler Shaham Ltd650,437$10.7M0.16%new13F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …558,113$9.2M0.01%+53,05113F-HRTimelineGroup
Americana Partners, LLC551,776$9.09M0.25%+12,79313F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC531,500$8.76M3.18%new13F-HRTimelineGroup
Trexquant Investment LP448,097$7.38M0.07%+211,34513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC423,165$6.97M0.01%+327,94013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN408,416$6.73M<0.01%+51,78013F-HRTimelineGroup
HRT FINANCIAL LP394,241$6.5M0.02%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources371,094$6.12M<0.01%-3,66713F-HRTimelineGroup
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…359,773$5.93M0.56%new13F-HRTimelineGroup
Truffle Hound Capital, LLC320,000$5.27M3.09%new13F-HRTimeline
TT Capital Management LLC302,946$4.99M3.98%+5,38713F-HRTimeline
Closed-End Fund Advisors, Inc.291,456$4.8M2.84%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC268,646$4.43M<0.01%-82,82513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.258,929$4.27M0.15%+60,39113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…242,417$4M<0.01%new13F-HRTimelineGroup
SFMG, LLC238,045$3.92M0.26%-21,30013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC230,300$3.8M<0.01%+159,39113F-HRTimelineGroup
Fosun International Ltd221,872$3.66M0.85%new13F-HRTimeline
Activest Wealth Management195,621$3.22M0.6%+70,33413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.184,080$3.03M0.03%new13F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.178,897$2.95M<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO178,273$2.94M<0.01%+155,59913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC175,306$2.89M<0.01%-38,31313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC166,108$2.74M<0.01%-19,09813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC160,515$2.65M<0.01%+2,64913F-HR/ATimelineGroup
GraniteShares Advisors LLC159,184$2.62M1.59%new13F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC133,500$2.2M<0.01%-389,28813F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC130,500$2.15M0.54%+9,60013F-HRTimeline
Schonfeld Strategic Advisors LLC130,312$2.15M0.01%new13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…129,751$2.14M0.02%+75,86613F-HRTimelineGroup
Naviter Wealth, LLC122,478$2.08M0.27%-38,85113F-HRTimeline
Adams Asset Advisors, LLC111,397$1.84M0.24%+1,76413F-HRTimeline
Quantbot Technologies LP108,536$1.79M0.06%+95,81013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,768$1.73M<0.01%+6,91113F-HR/ATimelineGroup
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC100,000$1.65M0.09%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP93,742$1.54M<0.01%-45,68313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…88,467$1.46M<0.01%+42,06413F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd81,599$1.34M0.04%new13F-HRTimelineGroup
Aquatic Capital Management LLC77,324$1.27M0.04%+50,24213F-HRTimeline
Legacy Capital Wealth Partners, LLC76,982$1.27M0.27%+6,15513F-HRTimeline
LPL Financial LLC74,641$1.23M<0.01%-46,05913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC72,156$1.19M0.02%+1,30813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd71,050$1.17M0.01%+21,44913F-HRTimelineGroup
Steward Partners Investment Advisory, L…68,404$1.13M0.01%+36,28513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC63,614$1.05M<0.01%+44,13613F-HRTimelineGroup
DENALI ADVISORS LLC57,793$952K0.11%-14,17513F-HRTimeline
AlphaQuest LLC54,024$890K0.05%+13,91913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,710$836K<0.01%-33,82013F-HRTimelineGroup
MAI Capital Management50,216$828K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,345$813K<0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd48,867$805K0.01%-1,83213F-HRTimelineGroup
Beacon Pointe Advisors, LLC47,189$778K0.01%+23,68913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,152$777K<0.01%-27,70913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,642$703K<0.01%-9,43113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,517$668K<0.01%-2,93613F-HRTimelineGroup
Cetera Investment Advisers40,076$660K<0.01%+9,13613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC35,052$580K<0.01%+5,19413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth34,118$565K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC34,116$562K<0.01%-8,66213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,807$541K<0.01%-3,03613F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC31,736$523K0.02%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC29,796$491K<0.01%-10313F-HRTimelineGroup
Entropy Technologies, LP29,206$481K0.03%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,957$461K<0.01%+30513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.27,915$460K<0.01%-40,45413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,629$455K<0.01%+8,92213F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…26,281$433K0.12%-4,02113F-HRTimelineGroup
Fiduciary Group, LLC24,029$396K0.03%-32613F-HRTimeline
Clearstead Advisors, LLC24,000$396K<0.01%+61413F-HRTimeline
Centiva Capital, LP22,910$378K0.02%-128,04813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,843$376K0.01%-23713F-HRTimelineGroup
Global Strategic Investment Solutions, …21,294$351K0.03%+2,93413F-HRTimeline
Generali Investments CEE, investicni sp…20,722$341K0.02%013F-HRTimeline
Jaffetilchin Investment Partners, LLC20,192$333K0.02%new13F-HRTimeline
Almitas Capital LLC20,000$330K0.07%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,245$317K<0.01%+2,44513F-HRTimelineGroup
EVERPAR ADVISORS LLC18,547$306K0.11%-6,58313F-HRTimeline
Sanctuary Advisors, LLC18,524$305K<0.01%-2,24313F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD17,387$287K<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC17,321$285K<0.01%+2,78013F-HRTimelineGroup
OBSIDIAN CIO, LLC17,220$284K0.42%-41,84413F-HRTimeline
Icon Wealth Advisors, LLC16,893$278K0.02%+47113F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC15,000$247K0.05%-9,97613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,902$246K<0.01%+36313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,026$231K<0.01%013F-HRTimelineGroup
Clear Harbor Asset Management, LLC13,910$229K0.02%new13F-HRTimeline
SAPIENT CAPITAL LLC12,987$227K<0.01%013F-HRTimeline
COWA, LLC13,436$221K0.07%013F-HRTimeline
REICON WEALTH ADVISORS, LLC12,969$214K0.16%13F-HRTimeline
Sciencast Management LP12,336$203K0.03%-2,40013F-HRTimeline
Gilbert & Cook, Inc.12,131$200K0.03%013F-HRTimeline
Van Hulzen Asset Management, LLC11,585$191K0.01%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management11,567$191K<0.01%-164,16013F-HRTimelineGroup
Osbon Capital Management LLC11,206$185K0.17%13F-HRTimeline
DRW Securities, LLC10,709$176K0.01%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC10,579$174K<0.01%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP10,403$171K0.06%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CURA WEALTH ADVISORS, LLC10,200$168K0.06%new13F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC10,001$165K0.02%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS9,906$163K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,618$92.6K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…5,460$90K0.03%+4,01513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,400$89K<0.01%+60013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,882$80.5K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,531$74.7K<0.01%-49013F-HRTimeline
LM Advisors LLC1,268$74.6K1.43%-54,51613F-HRTimeline
Sound Income Strategies, LLC4,007$66.3K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,555$58.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3,150$51.9K<0.01%-50013F-HRTimeline
RHUMBLINE ADVISERS3,000$49.4K<0.01%new13F-HRTimeline
DV EQUITIES, LLC2,500$41.2K0.01%13F-HRTimeline
SHP Wealth Management2,387$39.3K<0.01%13F-HRTimeline
NewEdge Advisors, LLC2,000$33K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,330$21.9K<0.01%+98113F-HRTimelineGroup
Allworth Financial LP1,000$16.5K<0.01%-1,60613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…990$16.3K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC900$15.3K<0.01%-90013F-HRTimeline
GROUP ONE TRADING LLC900$14.8K<0.01%013F-HRTimeline
DV Trading LLC400$6.59K<0.01%13F-HRTimeline
Avion Wealth300$4K<0.01%new13F-HRTimeline
CX Institutional100$2K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC30$534<0.01%new13F-HRTimelineGroup
Essential Partners LLC15$247<0.01%new13F-HRTimeline
Caitong International Asset Management …3$49<0.01%013F-HR/ATimeline