Morgan Stanley Direct Lending Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 15.88 M | $261.64 M | -0.17% | 18.28% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 1.84 M | $30.34 M | -6.45% | 2.12% |
| GENERALI ASSET MANAGEMENT SPA SGR | 02/03/2026 | 1.83 M | $30.16 M | 0.00% | 2.11% |
| UBS GROUP AG | 01/29/2026 | 1.67 M | $27.50 M | 73.05% | 1.92% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 844.77 K | $13.92 M | 147.51% | 0.97% |
| MUZINICH & CO., INC. | 01/21/2026 | 766.45 K | $12.63 M | 31.10% | 0.88% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 764.54 K | $12.60 M | -22.71% | 0.88% |
| TORONTO DOMINION BANK | 02/17/2026 | 713.64 K | $11.76 M | 26.17% | 0.82% |
| ALTSHULER SHAHAM LTD | 02/17/2026 | 650.44 K | $10.72 M | 100.00% | 0.75% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 558.11 K | $9.20 M | 10.50% | 0.64% |
| AMERICANA PARTNERS, LLC | 02/06/2026 | 551.78 K | $9.09 M | 2.37% | 0.64% |
| AMERICAN FINANCIAL GROUP INC | 02/12/2026 | 531.50 K | $8.76 M | 100.00% | 0.61% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 448.10 K | $7.38 M | 89.27% | 0.52% |
| JANE STREET GROUP, LLC | 02/12/2026 | 423.17 K | $6.97 M | 344.38% | 0.49% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 408.42 K | $6.73 M | 14.52% | 0.47% |
| HRT FINANCIAL LP | 02/12/2026 | 394.24 K | $6.50 M | 100.00% | 0.45% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 371.09 K | $6.12 M | -0.98% | 0.43% |
| LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. | 02/13/2026 | 359.77 K | $5.93 M | 100.00% | 0.41% |
| TRUFFLE HOUND CAPITAL, LLC | 02/13/2026 | 320.00 K | $5.27 M | 100.00% | 0.37% |
| TT CAPITAL MANAGEMENT LLC | 02/11/2026 | 302.95 K | $4.99 M | 1.81% | 0.35% |
| 02/11/2026 | 291.46 K | $4.80 B | 100.00% | 0.34% | |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 268.65 K | $4.43 M | -23.57% | 0.31% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 258.93 K | $4.27 M | 30.42% | 0.30% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 249.40 K | $4.11 M | 171.68% | 0.29% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 242.42 K | $4.00 M | 100.00% | 0.28% |
| SFMG, LLC | 02/10/2026 | 238.05 K | $3.92 M | -8.21% | 0.27% |
| CITADEL ADVISORS LLC | 02/17/2026 | 230.30 K | $3.80 M | 224.78% | 0.27% |
| FOSUN INTERNATIONAL LTD | 02/11/2026 | 221.87 K | $3.66 M | 100.00% | 0.26% |
| ACTIVEST WEALTH MANAGEMENT | 01/30/2026 | 195.62 K | $3.22 M | 56.14% | 0.23% |
| CULLEN/FROST BANKERS, INC. | 02/06/2026 | 184.08 K | $3.03 M | 100.00% | 0.21% |
| JPMORGAN CHASE & CO | 02/11/2026 | 178.27 K | $2.94 M | 686.24% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 175.31 K | $2.89 M | -17.94% | 0.20% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 166.11 K | $2.74 M | -10.31% | 0.19% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 160.52 K | $2.65 M | 1.68% | 0.18% |
| GRANITESHARES ADVISORS LLC | 01/27/2026 | 159.18 K | $2.62 M | 100.00% | 0.18% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 133.50 K | $2.20 M | -74.46% | 0.15% |
| SHIKIAR ASSET MANAGEMENT INC | 01/22/2026 | 130.50 K | $2.15 M | 7.94% | 0.15% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/11/2026 | 129.75 K | $2.14 M | 140.79% | 0.15% |
| NAVITER WEALTH, LLC | 01/21/2026 | 122.48 K | $2.08 M | -24.08% | 0.14% |
| ADAMS ASSET ADVISORS, LLC | 01/15/2026 | 111.40 K | $1.84 M | 1.61% | 0.13% |
| QUANTBOT TECHNOLOGIES LP | 02/10/2026 | 108.54 K | $1.79 M | 752.87% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 104.77 K | $1.73 M | 7.06% | 0.12% |
| ARES MANAGEMENT LLC | 02/13/2026 | 100.00 K | $1.65 M | 100.00% | 0.12% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 93.74 K | $1.54 M | -32.77% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 88.47 K | $1.46 M | 90.65% | 0.10% |
| XTX TOPCO LTD | 02/17/2026 | 81.60 K | $1.34 M | 100.00% | 0.09% |
| CITADEL ADVISORS LLC | 02/17/2026 | 78.10 K | $1.29 M | 174.04% | 0.09% |
| HBK INVESTMENTS L P | 02/17/2026 | 77.40 K | $1.28 M | 100.00% | 0.09% |
| AQUATIC CAPITAL MANAGEMENT LLC | 02/17/2026 | 77.32 K | $1.27 M | 185.52% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 77.30 K | $1.27 M | 10.90% | 0.09% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Morgan Stanley Direct Lending Fund institutional Ownership - FAQ's
During the previous two years, 141 institutional investors and hedge funds held shares of Morgan Stanley Direct Lending Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 15.88 M
VAN ECK ASSOCIATES CORP: 1.84 M
Generali Asset Management SPA SGR: 1.83 M
UBS Group AG: 1.67 M
TWO SIGMA INVESTMENTS, LP: 844,770
Muzinich & Co., Inc.: 766,451
41.71% of Morgan Stanley Direct Lending Fund stock is owned by institutional investors.
Institutional investors have bought a total of 34.14 M shares in the last 24 months. This purchase volume represents approximately $531.95 M in transactions.