MSIF · Company research
MSC Income Fund, Inc. (MSIF): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 1767349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17121 | 198090 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2893 | 33472 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223256 | 2583072 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11797 | 136491 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2076 | 24020 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14746 | 170610 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allied Private Wealth LLC | 2132253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 229 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BridgePort Financial Solutions, LLC | 2031775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14302 | 165474 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Quaker Wealth Management, LLC | 1733472 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29849 | 345353 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12999 | 150398 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SANDERS MORRIS HARRIS LLC | 1053994 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2263426 | 26187835 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57101 | 660660 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10620 | 122873 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bison Wealth, LLC | 1845251 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12399 | 144080 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42946 | 496880 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Savvy Advisors, Inc. | 2003633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16479 | 190662 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23031 | 266468 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81 | 937 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16866 | 195140 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VAN ECK ASSOCIATES CORP | 869178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 915670 | 10594302 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1824 | 21450 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Strategic Wealth Partners, Ltd. | 1720777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2654 | 30707 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Advisory Alpha, LLC | 1576762 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31992 | 370147 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aptus Capital Advisors, LLC | 1664193 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11797 | 136491 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17166 | 198611 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3643 | 42150 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22724 | 262918 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10327 | 119 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| First Financial Bankshares Inc | 36029 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38435 | 444693 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Savant Capital, LLC | 1482880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11427 | 135713 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26699 | 308907 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Carmel Capital Partners, LLC | 1900481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14452 | 167210 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81941 | 948057 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Arkadios Wealth Advisors | 1800798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74924 | 866876 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41700 | 482469 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VARCOV Co. | 2078837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33753 | 390522 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1296 | 14995 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WealthCare Investment Partners, LLC | 1908462 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11869 | 137319 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 69420 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106794 | 1235612 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 444595 | 5143964 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47824 | 553453 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49405 | 571616 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BostonPremier Wealth LLC | 2053783 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15033 | 173927 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Legacy Wealth Managment, LLC/ID | 2045082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71950 | 832458 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CENTAURUS FINANCIAL, INC. | 891943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210296 | 2433 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Triumph Capital Management | 1730765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40773 | 471744 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4349 | 50318 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Virtus Investment Advisers, LLC | 19481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33217 | 384321 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 779528 | 9019139 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Perigon Wealth Management, LLC | 1575239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36460 | 421842 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| IFS Advisors, LLC | 1765617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 1157 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6598 | 77395 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156729 | 1813356 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PlanVest Financial, Inc | 2135239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2955 | 34189 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Simplicity Wealth,LLC | 1913243 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34048 | 393935 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| LANARK FINANCIAL, INC. | 791540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 834 | 9649 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Diversify Advisory Services, LLC | 2021232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106159 | 1218261 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Magnetar Financial LLC | 1352851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48334 | 559224 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31648 | 366172 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1260 | 14584 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Rockport Wealth LLC | 2022866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97151 | 1124038 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 603 | 6980 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Shepherd Financial Partners LLC | 1696628 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28187 | 326124 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Tanglewood Legacy Advisors, LLC | 1965616 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3250 | 37603 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SageView Advisory Group, LLC | 1914558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15885 | 186698 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13151 | 152157 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Financial Gravity Companies, Inc. | 1377167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2485 | 28751 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Summit Financial, LLC | 1765536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25196 | 291518 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pure Financial Advisors, LLC | 1571556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14240 | 164757 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50834 | 588000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10771 | 124620 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Joel Isaacson & Co., LLC | 1599330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46174 | 534233 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142933 | 1653735 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Foundations Investment Advisors, LLC | 1743404 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10870 | 125766 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23632 | 273433 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 1671754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130000 | 1504100 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31357 | 362 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12034 | 139228 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174876 | 2023315 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.