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Disclosery

MSDL MORGAN STANLEY DIRECT LENDIN

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Common Stock (common), issuer CIK 1782524

139 managers (139 13F filers) reported a position in MSDL shares at 2026-03-31, 35,749,377 shares in all. 26 filers opened a position and 21 filers sold out during the quarter.

Managers
139
13F filers
139
New
26
Added
48
Reduced
43
Sold out
21
Shares held by filers
35,749,377

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY15,874,362$222M0.01%-1,97413F-HRTimelineGroup
Generali Asset Management SPA SGR1,829,964$25.5M0.53%013F-HRTimeline
UBS Group AGin group UBS Group AG1,596,596$22.3M<0.01%-72,09713F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,433,977$20M0.02%-406,85813F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,052,351$14.7M0.74%+287,80813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP889,349$12.4M0.01%+44,57913F-HRTimelineGroup
Muzinich & Co., Inc.767,802$10.7M3.75%+1,35113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…721,949$10.1M0.01%+479,53213F-HRTimelineGroup
Altshuler Shaham Ltd650,437$9.08M0.17%013F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC631,500$8.82M3.27%+100,00013F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK622,212$8.69M0.02%-91,42913F-HRTimelineGroup
DG Capital Management, LLC575,537$8.03M3.47%new13F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …558,113$7.79M0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN542,796$7.58M<0.01%+134,38013F-HR/ATimelineGroup
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC412,000$5.75M0.38%+312,00013F-HRTimelineGroup
Trexquant Investment LP409,326$5.71M0.04%-38,77113F-HRTimeline
TT Capital Management LLC332,467$4.64M3.83%+29,52113F-HRTimeline
Hennion & Walsh Asset Management, Inc.287,383$4.01M0.13%+28,45413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC276,026$3.85M<0.01%+7,38013F-HRTimelineGroup
HighTower Advisors, LLC265,284$3.7M<0.01%new13F-HRTimeline
Americana Partners, LLC257,184$3.59M0.09%-294,59213F-HRTimeline
Fosun International Ltd240,374$3.36M0.84%+18,50213F-HRTimeline
SFMG, LLC208,725$2.91M0.2%-29,32013F-HRTimeline
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…204,770$2.86M0.23%-155,00313F-HRTimelineGroup
Activest Wealth Management204,723$2.86M0.5%+9,10213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd191,913$2.68M0.05%+110,31413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources186,811$2.61M<0.01%-184,28313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.184,080$2.57M0.03%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC162,067$2.26M<0.01%-4,04113F-HRTimelineGroup
ExodusPoint Capital Management, LP160,332$2.24M0.02%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.154,421$2.16M<0.01%-24,47613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC151,464$2.11M<0.01%-271,70113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…151,034$2.11M<0.01%+46,26613F-HRTimelineGroup
Naviter Wealth, LLC140,627$2.03M0.25%+18,14913F-HRTimeline
GraniteShares Advisors LLC142,844$1.99M1.44%-16,34013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…133,731$1.87M0.02%+3,98013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management116,753$1.63M<0.01%+105,18613F-HRTimelineGroup
Adams Asset Advisors, LLC114,432$1.6M0.18%+3,03513F-HRTimeline
STATE STREET CORPin group STATE STREET CORP105,464$1.52M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,424$1.49M<0.01%-68,88213F-HRTimelineGroup
SHIKIAR ASSET MANAGEMENT INC104,600$1.46M0.42%-25,90013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC101,429$1.42M<0.01%-32,07113F-HRTimeline
P.A.W. CAPITAL CORP99,200$1.34M1.08%new13F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP93,114$1.3M<0.01%-62813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC88,847$1.24M<0.01%-71,66813F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC86,033$1.2M0.25%+9,05113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC77,072$1.08M<0.01%-153,22813F-HRTimelineGroup
Steward Partners Investment Advisory, L…75,048$1.05M0.01%+6,64413F-HRTimeline
LPL Financial LLC70,951$990K<0.01%-3,69013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…69,195$966K0.29%+63,73513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC67,321$940K0.01%-4,83513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.65,882$920K<0.01%+37,96713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC59,423$836K<0.01%-4,19113F-HRTimelineGroup
DENALI ADVISORS LLC57,757$806K0.09%-3613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,089$797K<0.01%+9,93713F-HRTimelineGroup
Aquatic Capital Management LLC55,780$779K0.02%-21,54413F-HRTimeline
Cetera Investment Advisers53,782$751K<0.01%+13,70613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP51,381$717K<0.01%+8,73913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS49,695$694K<0.01%+35013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth48,827$684K<0.01%+14,70913F-HRTimelineGroup
HOURGLASS CAPITAL, LLC48,672$679K0.14%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,144$616K<0.01%-44,32313F-HRTimelineGroup
Closed-End Fund Advisors, Inc.42,841$598K0.61%-248,61513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,974$516K<0.01%-3,54313F-HR/ATimelineGroup
Fiduciary Group, LLC36,924$515K0.04%+12,89513F-HRTimeline
Dynamic Technology Lab Private Ltd36,564$510K0.08%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC32,608$455K<0.01%+2,81213F-HRTimelineGroup
Beacon Pointe Advisors, LLC32,500$454K<0.01%-14,68913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,554$427K<0.01%-3,56213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC30,229$422K<0.01%+12,90813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,236$408K<0.01%+1,60713F-HRTimelineGroup
Entropy Technologies, LP28,732$401K0.02%-47413F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…28,292$395K0.11%+2,01113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP27,957$390K<0.01%013F-HRTimelineGroup
INFRASTRUCTURE CAPITAL ADVISORS, LLC26,001$363K0.03%+16,00013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC25,985$363K0.07%+10,98513F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd25,000$349K<0.01%-46,05013F-HRTimelineGroup
NewGen Asset Management Ltd24,300$339K0.21%new13F-HRTimeline
Clearstead Advisors, LLC24,000$335K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,766$332K<0.01%+4,52113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,843$319K<0.01%013F-HRTimelineGroup
Texas Yale Capital Corp.22,675$317K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,354$315K<0.01%-155,91913F-HR/ATimelineGroup
Quantbot Technologies LP22,430$313K0.01%-86,10613F-HRTimeline
Global Strategic Investment Solutions, …21,460$300K0.03%+16613F-HRTimeline
Generali Investments CEE, investicni sp…20,722$289K0.02%013F-HRTimeline
Almitas Capital LLC20,000$279K0.06%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,207$270K<0.01%-15,84513F-HRTimelineGroup
Engineers Gate Manager LP18,915$264K<0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC17,412$263K0.02%+51913F-HRTimeline
EVERPAR ADVISORS LLC18,547$259K0.09%013F-HRTimeline
OBSIDIAN CIO, LLC17,742$248K0.22%+52213F-HRTimeline
DRW Securities, LLC17,679$247K0.01%+6,97013F-HRTimeline
Sanctuary Advisors, LLC17,669$247K<0.01%-85513F-HRTimeline
REICON WEALTH ADVISORS, LLC17,349$242K0.19%+4,38013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,145$239K<0.01%-15,66213F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC16,915$236K0.01%new13F-HRTimeline
Clear Harbor Asset Management, LLC16,440$230K0.02%+2,53013F-HRTimeline
COWA, LLC15,636$218K0.06%+2,20013F-HRTimeline
Cambridge Investment Research Advisors,…15,444$216K<0.01%new13F-HRTimeline
CFO4Life Group, LLC14,813$207K0.03%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,539$203K<0.01%-36313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,026$196K<0.01%013F-HRTimelineGroup
Commerce Advisors, LLC13,891$194K0.16%13F-HRTimeline
SAPIENT CAPITAL LLC12,987$187K<0.01%013F-HR/ATimeline
Centiva Capital, LP13,287$185K0.01%-9,62313F-HRTimeline
Gilbert & Cook, Inc.12,131$169K0.02%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC12,029$168K<0.01%new13F-HRTimelineGroup
Osbon Capital Management LLC11,749$164K0.13%+54313F-HRTimeline
Van Hulzen Asset Management, LLC11,585$162K0.01%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…11,115$155K<0.01%new13F-HRTimelineGroup
SWEENEY & MICHEL, LLC10,500$154K0.05%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,270$143K<0.01%-40,44013F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC10,200$142K0.06%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS10,170$142K0.04%+26413F-HRTimeline
Black Maple Capital Management LP10,000$140K0.11%new13F-HRTimeline
AREX Capital Management, LP9,500$133K0.22%new13F-HRTimeline
SIMPLEX TRADING, LLC5,896$82.3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,618$78.4K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,300$74K<0.01%-10013F-HRTimelineGroup
LM Advisors LLC1,052$73K1.21%-21613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,932$68.9K<0.01%+3,60213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,201$58.6K<0.01%-33013F-HRTimeline
Sound Income Strategies, LLC4,007$55.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,555$49.6K<0.01%013F-HRTimeline
RHUMBLINE ADVISERS3,092$43.2K<0.01%+9213F-HRTimeline
Sunbelt Securities, Inc.3,000$41.9K<0.01%new13F-HRTimeline
Advisory Services Network, LLC2,578$36K<0.01%new13F-HRTimeline
SHP Wealth Management2,459$34.3K<0.01%+7213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,431$20K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,250$17.4K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC900$14.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,008$14.1K<0.01%+1813F-HRTimelineGroup
Allworth Financial LP1,000$14K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC309$4.31K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…306$4.27K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc288$4.02K<0.01%-2,86213F-HRTimeline
Avion Wealth300$4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp210$2.93K<0.01%new13F-HRTimelineGroup