Morgan Stanley Direct Lending Fund (MSDL) Institutional Ownership & Insider Trading

140 institutions reported holding Morgan Stanley Direct Lending Fund shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 8 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

MSDLMorgan Stanley Direct Lending FundFollow MSDL — free

Asset Management · Financials

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Market cap: 1.1B
P/E TTM: 19.2
Dividend yield: 15.1%
52-week: —
Next earnings: 5 Nov, in 12 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

140 institutions held 45.9% of the shares. Across filers that reported both quarters, shares held changed +7.5%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	140	39	+7.5%	46	21	40	18
Mar 26	136	36	-1.2%	44	22	39	17
Dec 25	128	36	+15.0%	42	34	33	19
Sep 25	115	31	+12.1%	46	18	30	12
Jun 25	108	28	+8.4%	46	23	25	11
Mar 25	94	26	—	—	—	—	—
Dec 24	80	21	—	—	—	—	—
Sep 24	51	17	+19.5%	10	38	2	4

Morgan Stanley Direct Lending Fund — questions

Who owns Morgan Stanley Direct Lending Fund stock?: 140 institutions reported Morgan Stanley Direct Lending Fund shares in 13F filings for the quarter ended 2026-06-30. The largest: MORGAN STANLEY (18.7%), UBS Group AG (3.1%), VAN ECK ASSOCIATES CORP (2.4%).
Are Morgan Stanley Direct Lending Fund insiders buying or selling?: 8 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Morgan Stanley Direct Lending Fund's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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