MSC INCOME FUND INC MSIF
COM · Common Stock · CUSIP 55374X208
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 45.3m as of 2026-08-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $11.57.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 25 |
| Q2 2025 | 33 |
| Q3 2025 | 96 |
| Q4 2025 | 146 |
| Q1 2026 | 160 |
| Q2 2026 | 166 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 22 | 12 |
| Q3 2025 | 87 | 7 |
| Q4 2025 | 131 | 27 |
| Q1 2026 | 98 | 87 |
| Q2 2026 | 71 | 80 |
Biggest buyers
| SANDERS MORRIS HARRIS LLC | Added | +457.0k |
| ARES MANAGEMENT LLC | Added | +441.3k |
| Cambridge Investment Research Advisors, Inc. | Added | +284.1k |
| VAN ECK ASSOCIATES CORP | Added | +241.5k |
| MARSHALL WACE, LLP | Added | +229.5k |
| UBS Group AG | Added | +209.8k |
| J.W. COLE ADVISORS, INC. | New | +202.2k |
| FRANKLIN RESOURCES INC | Added | +152.4k |
| Qube Research & Technologies Ltd | Added | +150.8k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | +130.0k |
Biggest sellers
| TWO SIGMA INVESTMENTS, LP | Reduced | -350.4k |
| Legacy Wealth Managment, LLC/ID | Reduced | -66.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -57.5k |
| Alpine Global Management, LLC | Reduced | -53.6k |
| Cetera Investment Advisers | Reduced | -52.8k |
| Trexquant Investment LP | Sold out | -33.9k |
| Virtu Financial LLC | Sold out | -31.6k |
| Prime Capital Investment Advisors, LLC | Reduced | -28.8k |
| W1M Asset Management Ltd | Sold out | -26.5k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -25.2k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SANDERS MORRIS HARRIS LLC 13G · institution new · filed 2026-07-24 | 5.1% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 8 | $1.7m | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 5 | $287.8k | 0 | — | — |
| Q4 2025 | 1 | $49.9k | 0 | — | — |
| Q1 2026 | 3 | $46.1k | 0 | — | — |
| Q2 2026 | 5 | $269.6k | 0 | — | — |
| Q3 2026 | 1 | $12.1k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-26 | Marks Nataly Michelle Director | Bought | $12.1k950 shares |
| 2026-06-30 | Hyzak Dwayne L. CEO, SMD, director | Bought | $69.7k6.0k shares |
| 2026-06-23 | Meserve Nicholas Managing Director | Bought | $28.6k2.5k shares |
| 2026-06-11 | Gilbert Cory CFO and Treasurer | Bought | $11.8k1.0k shares |
| 2026-06-09 | Hyzak Dwayne L. CEO, SMD, director | Bought | $50.0k4.3k shares |
| 2026-06-05 | Walker Jeffrey B. Director | Bought | $47.3k3.9k shares |
| 2026-06-04 | Walker Jeffrey B. Director | Bought | $2.8k229 shares |
| 2026-05-15 | Niemann John O. Jr. Director | Bought | $59.6k4.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| SANDERS MORRIS HARRIS LLC 15.19% of their portfolio | 2.3m $26.2m | Added +457.0k |
| ARES MANAGEMENT LLC 0.64% of their portfolio | 1.3m $14.7m | Added +441.3k |
| UBS Group AG 0.00% of their portfolio | 1.0m $11.6m | Added +209.8k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 915.7k $10.6m | Added +241.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 783.9k $9.1m | Reduced -350.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 779.5k $9.0m | Added +152.4k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 548.9k $6.3m | Added +284.1k |
| North Ground Capital 7.46% of their portfolio | 537.6k $6.2m | Added +88.7k |
| LPL Financial LLC 0.00% of their portfolio | 444.6k $5.1m | Reduced -10.0k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 318.8k $3.7m | Added +229.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 258.7k $3.0m | Reduced -52.8k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 223.3k $2.6m | Added +150.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 211.9k $2.5m | Added +63.3k |
| CENTAURUS FINANCIAL, INC. 0.09% of their portfolio | 210.3k $2.4m | Reduced -4.7k |
| FJ Capital Management LLC 0.31% of their portfolio | 206.3k $2.4m | Added +35.2k |
| J.W. COLE ADVISORS, INC. 0.04% of their portfolio | 202.2k $2.3m | New |
| Clayton Partners LLC 1.52% of their portfolio | 200.0k $2.3m | Added +30.0k |
| Sigma Planning Corp 0.05% of their portfolio | 182.6k $2.1m | Reduced -25.0k |
| BlackRock, Inc. 0.00% of their portfolio | 174.9k $2.0m | Reduced -3.6k |
| Alpine Global Management, LLC 0.29% of their portfolio | 152.5k $1.8m | Reduced -53.6k |
| BARCLAYS PLC 0.00% of their portfolio | 142.9k $1.7m | Added +32.5k |
| MORGAN STANLEY 0.00% of their portfolio | 134.6k $1.6m | Added +93.4k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 130.0k $1.5m | New |
| RIVERBRIDGE PARTNERS LLC 0.04% of their portfolio | 114.9k $1.3m | Added +1.4k |
| AVISO WEALTH MANAGEMENT 0.45% of their portfolio | 114.2k $1.3m | Added +50.1k |
| Atom Investors LP 0.12% of their portfolio | 112.6k $1.3m | Added +95.9k |
| Arax Advisory Partners 0.01% of their portfolio | 106.8k $1.2m | New |
| Diversify Advisory Services, LLC 0.02% of their portfolio | 106.2k $1.2m | Added +37.2k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% of their portfolio | 106.2k $1.2m | Reduced -8.2k |
| Rockport Wealth LLC 0.19% of their portfolio | 97.2k $1.1m | Reduced -8.9k |
| Arkadios Wealth Advisors 0.02% of their portfolio | 95.6k $1.1m | Reduced -798 |
| Merit Financial Group, LLC 0.01% of their portfolio | 90.7k $1.0m | Reduced -11.3k |
| Garrett Wealth Advisory Group, LLC 0.16% of their portfolio | 90.0k $1.0m | Added +55.6k |
| Private Advisor Group, LLC 0.00% of their portfolio | 89.9k $1.0m | Reduced -3.6k |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 81.9k $948.1k | Reduced -3.2k |
| Magnetar Financial LLC 0.01% of their portfolio | 81.3k $940.1k | Reduced -5.5k |
| XTX Topco Ltd 0.01% of their portfolio | 77.9k $901.0k | Added +7.0k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 75.3k $871.0k | Reduced -25.2k |
| Legacy Wealth Managment, LLC/ID 0.34% of their portfolio | 72.0k $832.5k | Reduced -66.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 68.6k $793.7k | Reduced -57.5k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 57.5k $665.4k | Reduced -5.4k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 57.1k $660.7k | Reduced -5.4k |
| RFG Advisory, LLC 0.01% of their portfolio | 56.7k $655.6k | New |
| BOS Asset Management, LLC 0.15% of their portfolio | 55.3k $639.7k | Unchanged |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 54.4k $629.7k | Reduced -433 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 53.8k $623.0k | Added +15.7k |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 49.4k $571.6k | Added +7.9k |
| MERIDIAN INVESTMENT COUNSEL INC. 0.12% of their portfolio | 48.0k $554.8k | Added +7.2k |
| Prospera Financial Services Inc 0.01% of their portfolio | 47.8k $553.5k | Added +149 |
| Wealthcare Advisory Partners LLC 0.01% of their portfolio | 46.4k $536.9k | Reduced -9.1k |
| Joel Isaacson & Co., LLC 0.02% of their portfolio | 46.2k $534.2k | Added +13.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 42.9k $496.9k | Added +5.3k |
| Beacon Financial Advisory LLC 0.10% of their portfolio | 41.9k $485.0k | Added +4.6k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 41.7k $482.5k | New |
| Triumph Capital Management 0.09% of their portfolio | 40.8k $471.7k | Reduced -5.6k |
| CoreCap Advisors, LLC 0.01% of their portfolio | 40.4k $467.2k | Reduced -11.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 39.9k $462.1k | Reduced -1.4k |
| First Financial Bankshares Inc 0.01% of their portfolio | 38.4k $444.7k | Unchanged |
| Perigon Wealth Management, LLC 0.01% of their portfolio | 36.5k $421.8k | Reduced -4.0k |
| Creative Planning 0.00% of their portfolio | 34.5k $398.6k | Reduced -16.1k |
| Simplicity Wealth,LLC 0.01% of their portfolio | 34.0k $393.9k | Added +815 |
| VARCOV Co. 0.15% of their portfolio | 33.8k $390.5k | Added +3.7k |
| Virtus Investment Advisers, LLC 0.09% of their portfolio | 33.2k $384.3k | Reduced -6.7k |
| Advisory Alpha, LLC 0.01% of their portfolio | 32.0k $370.1k | Unchanged |
| WCG Wealth Advisors LLC 0.01% of their portfolio | 31.8k $367.9k | Added +5.3k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 31.6k $366.2k | Added +5.3k |
| HRT FINANCIAL LP 0.00% of their portfolio | 31.4k $362.0k | Reduced -4.9k |
| TCFG Investment Advisors, LLC 0.12% of their portfolio | 31.3k $363.4k | Reduced -3.7k |
| Quaker Wealth Management, LLC 0.10% of their portfolio | 29.8k $345.4k | Unchanged |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 28.5k $329.7k | Reduced -10.0k |
| Strategic Financial Partners, Ltd. 0.12% of their portfolio | 28.3k $327.7k | Reduced -16.5k |
| Shepherd Financial Partners LLC 0.03% of their portfolio | 28.2k $326.1k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 28.2k $326.1k | Reduced -10.9k |
| Allworth Financial LP 0.00% of their portfolio | 27.4k $317.1k | Reduced -6.7k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio | 26.7k $308.9k | Reduced -9.5k |
| EAGLE GLOBAL ADVISORS LLC 0.01% of their portfolio | 26.3k $304.8k | New |
| Summit Financial, LLC 0.00% of their portfolio | 25.2k $291.5k | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 25.0k $288.9k | Reduced -7.5k |
| Intrua Financial, LLC 0.03% of their portfolio | 24.0k $278.2k | Added +5.7k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 23.6k $273.4k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 22.7k $262.9k | New |
| Independent Solutions Wealth Management, LLC 0.03% of their portfolio | 20.9k $242.3k | New |
| Global Assets Advisory, LLC 0.05% of their portfolio | 20.4k $242.2k | Added +4.7k |
| Harvest Investment Services, LLC 0.04% of their portfolio | 19.6k $226.4k | Unchanged |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 18.4k $213.2k | New |
| TSFG, LLC 0.03% of their portfolio | 18.3k $212.0k | Added +11.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 17.5k $202.1k | New |
| Princeton Global Asset Management LLC 0.03% of their portfolio | 17.1k $198.1k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 16.9k $195.1k | Reduced -13.8k |
| Savvy Advisors, Inc. 0.00% of their portfolio | 16.5k $190.7k | New |
| IHT Wealth Management, LLC 0.00% of their portfolio | 16.2k $187.3k | Reduced -33 |
| Brookstone Capital Management 0.00% of their portfolio | 15.9k $183.8k | Reduced -1.1k |
| SageView Advisory Group, LLC 0.01% of their portfolio | 15.9k $186.7k | Reduced -8.3k |
| CHILDRESS CAPITAL ADVISORS, LLC 0.03% of their portfolio | 15.7k $181.4k | Unchanged |
| Focus Partners Wealth 0.00% of their portfolio | 15.4k $178.3k | Reduced -1.8k |
| Tactive Advisors, LLC 0.04% of their portfolio | 15.2k $176.3k | New |
| BostonPremier Wealth LLC 0.07% of their portfolio | 15.0k $173.9k | Added +177 |
| PFG Investments, LLC 0.01% of their portfolio | 14.8k $171.8k | Unchanged |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 14.7k $170.6k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 14.7k $170.0k | Added +1.5k |