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MSC Income Fund Inc (MSIF)

CUSIP: 55374X208 | NYSE | Financial Services · Asset Management | Small Cap | 235 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DMain Street Capital Corp2,250,5745.0%New 5%+ stakeNov 3, 2026No 13F filer matched
13DMain Street Capital Corp2,250,574
5.0% of class · Nov 3, 2026

Institutional Holders — Q3 2026

Sanders Morris Harris LLC2,908,143
4.7% of portfolio›$35.5M
LPL Financial LLC413,689
0.0% of portfolio›$4.9M
Cambridge Investment Research Advisors, Inc.246,235
0.0% of portfolio›$2.9K
Riverbridge Partners LLC197,050
0.1% of portfolio›$2.3M
J.W. Cole Advisors, Inc.191,488
0.0% of portfolio›$2.3M
Sigma Planning Corp170,597
0.1% of portfolio›$2.0M
Aviso Wealth Management130,864
0.6% of portfolio›$1.5M
Diversify Wealth Management, LLC104,196
0.0% of portfolio›$1.2M
Diversify Advisory Services, LLC104,196
0.0% of portfolio›$1.2M
Merit Financial Group, LLC91,729
0.0% of portfolio›$1.1M
Rockport Wealth LLC76,372
0.2% of portfolio›$898.9K
Commonwealth Equity Services, LLC58,737
0.0% of portfolio›$691.3K
Confluence Investment Management LLC55,294
0.0% of portfolio›$650.8K
BOS Asset Management, LLC55,290
0.2% of portfolio›$650.8K
Prospera Financial Services Inc50,208
0.0% of portfolio›$596.1K
Meridian Investment Counsel Inc.48,350
0.1% of portfolio›$569.1K
Joel Isaacson & Co., LLC46,862
0.0% of portfolio›$551.6K
RFG Advisory, LLC45,794
0.0% of portfolio›$539.0K
Beacon Financial Advisory LLC42,006
0.1% of portfolio›$494.4K
Triumph Capital Management40,773
0.1% of portfolio›$479.9K
CoreCap Advisors, LLC37,881
0.0% of portfolio›$445.9K
Perigon Wealth Management, LLC35,025
0.0% of portfolio›$412.2K
Simplicity Wealth,LLC34,098
0.0% of portfolio›$401.3K
Eagle Global Advisors LLC31,765
0.0% of portfolio›$373.9K
Quaker Wealth Management, LLC29,849
0.1% of portfolio›$351.3K
Shepherd Financial Partners LLC28,187
0.0% of portfolio›$331.8K
Allworth Financial LP27,403
0.0% of portfolio›$317.1K
Kestra Advisory Services, LLC27,194
0.0% of portfolio›$320.1K
Tcfg Investment Advisors, LLC26,901
0.1% of portfolio›$315.6K
Intrua Financial, LLC24,047
0.0% of portfolio›$283.0K
Independent Financial Group, LLC22,683
0.0% of portfolio›$267.0K
Tsfg, LLC21,426
0.0% of portfolio›$252
Independent Solutions Wealth Management, LLC20,939
0.0% of portfolio›$246.5K
Global Assets Advisory, LLC20,155
0.1% of portfolio›$238.6K
Y-Intercept (Hong Kong) Ltd19,889
0.0% of portfolio›$234.1K
Creative Planning19,637
0.0% of portfolio›$231.1K
MacKenzie Financial Corp18,978
0.0% of portfolio›$223.4K
Princeton Global Asset Management LLC17,121
0.0% of portfolio›$201.5K
Brookstone Capital Management15,888
0.0% of portfolio›$187.0K
Childress Capital Advisors, LLC15,679
0.0% of portfolio›$184.5K
BostonPremier Wealth LLC15,227
0.1% of portfolio›$179.2K
Prime Capital Investment Advisors, LLC14,719
0.0% of portfolio›$173.2K
BridgePort Financial Solutions, LLC14,302
0.0% of portfolio›$168.3K
Tactive Advisors, LLC12,740
0.0% of portfolio›$150.0K
Lido Advisors, LLC12,570
0.0% of portfolio›$147.9K
Truist Financial Corp11,521
0.0% of portfolio›$135.6K
Independent Wealth Network Inc.11,294
0.0% of portfolio›$132.9K
WealthCare Investment Partners, LLC11,125
0.0% of portfolio›$130.9K
Closed-End Fund Advisors, Inc.11,090
0.1% of portfolio›$130.5K
CX Institutional10,247
0.0% of portfolio›$121
True Freedom Investing, LLC10,123
0.0% of portfolio›$119.1K
Pinkerton Wealth, LLC10,123
0.0% of portfolio›$119.1K
Bison Wealth, LLC10,044
0.0% of portfolio›$119.2K
United Financial Planning Group LLC8,363
0.0% of portfolio›$98.4K
Raleigh Capital Management Inc.6,016
0.0% of portfolio›$70.8K
Westside Investment Management, Inc.6,000
0.0% of portfolio›$70.6K
Golden State Wealth Management, LLC4,475
0.0% of portfolio›$52.7K
Chilton Capital Management LLC4,432
0.0% of portfolio›$52.2K
Tounjian Advisory Partners, LLC2,665
0.0% of portfolio›$31.4K
Pinnacle Wealth Planning Services, Inc.2,500
0.0% of portfolio›$29.4K
Essential Investment Partners LLC2,183
0.0% of portfolio›$25.7K
Wolff Wiese Magana LLC2,076
0.0% of portfolio›$24.4K
Nfsg Corp2,072
0.0% of portfolio›$24.4K
IFP Advisors, Inc1,973
0.0% of portfolio›$23.2K
State of Alaska, Department of Revenue1,934
0.0% of portfolio›$22
Larson Financial Group LLC1,639
0.0% of portfolio›$19.3K
Trust Co856
0.0% of portfolio›$10.1K
Farther Finance Advisors, LLC629
0.0% of portfolio›$7.4K
Moisand Fitzgerald Tamayo, LLC538
0.0% of portfolio›$6.3K
Kozak & Associates, Inc.280
0.0% of portfolio›$3.3K
IFS Advisors, LLC100
0.0% of portfolio›$1.2K
Archer Investment Corp29
0.0% of portfolio›$337
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$12
Citigroup Inc1
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Sanders Morris Harris LLC
2,908,143$35.5M4.7%GARPLowHouston, TX2026-10-14
LPL Financial LLC
413,689$4.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
246,235$2.9K0.0%ETFLowFairfield, IA2026-11-02
Riverbridge Partners LLC
197,050$2.3M0.1%GrowthLowMinneapolis, MN2026-11-05
J.W. Cole Advisors, Inc.
191,488$2.3M0.0%IndexLowTampa, FL2026-11-05
Sigma Planning Corp
170,597$2.0M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Aviso Wealth Management
130,864$1.5M0.6%GrowthLowBellevue, WA2026-11-04
Diversify Wealth Management, LLC
104,196$1.2M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
104,196$1.2M0.0%GrowthLowSandy, UT2026-10-20
Merit Financial Group, LLC
91,729$1.1M0.0%ETFLowAlpharetta, GA2026-11-06
Rockport Wealth LLC
76,372$898.9K0.2%ETFMediumFairview Park, OH2026-11-03
Commonwealth Equity Services, LLC
58,737$691.3K0.0%ETFLowWaltham, MA2026-11-02
Confluence Investment Management LLC
55,294$650.8K0.0%ValueMediumSt. Louis, MO2026-10-01
BOS Asset Management, LLC
55,290$650.8K0.2%ETFLowSpringfield, IL2026-10-09
Prospera Financial Services Inc
50,208$596.1K0.0%CoreMediumDallas, TX2026-11-04
Meridian Investment Counsel Inc.
48,350$569.1K0.1%GARPLowLafayette, CA2026-10-14
Joel Isaacson & Co., LLC
46,862$551.6K0.0%ETFVery LowNew York, NY2026-11-05
RFG Advisory, LLC
45,794$539.0K0.0%ETFMediumBirmingham, AL2026-11-03
Beacon Financial Advisory LLC
42,006$494.4K0.1%ETFLowCleveland, OH2026-10-16
Triumph Capital Management
40,773$479.9K0.1%ETFMediumDenver, CO2026-10-14
CoreCap Advisors, LLC
37,881$445.9K0.0%ETFMediumSouthfield, MI2026-10-08
Perigon Wealth Management, LLC
35,025$412.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Simplicity Wealth,LLC
34,098$401.3K0.0%ETFLowSummit, NJ2026-10-23
Eagle Global Advisors LLC
31,765$373.9K0.0%CoreLowHouston, TX2026-11-02
Quaker Wealth Management, LLC
29,849$351.3K0.1%ETFMediumMoorestown, NJ2026-10-22
Shepherd Financial Partners LLC
28,187$331.8K0.0%ETFLowWinchester, MA2026-11-03
Allworth Financial LP
27,403$317.1K0.0%IndexLowFolsom, CA2026-11-06
Kestra Advisory Services, LLC
27,194$320.1K0.0%CoreLowAustin, TX2026-11-02
Tcfg Investment Advisors, LLC
26,901$315.6K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Intrua Financial, LLC
24,047$283.0K0.0%ETFMediumHouston, TX2026-10-28
Independent Financial Group, LLC
22,683$267.0K0.0%GrowthLowSan Diego, CA2026-10-13
Tsfg, LLC
21,426$2520.0%ETFLowLake Forest, IL2026-10-23
Independent Solutions Wealth Management, LLC
20,939$246.5K0.0%GrowthLowWilliamsville, NY2026-10-28
Global Assets Advisory, LLC
20,155$238.6K0.1%GrowthHighOrlando, FL2026-10-28
Y-Intercept (Hong Kong) Ltd
19,889$234.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Creative Planning
19,637$231.1K0.0%IndexVery LowOverland Park, KS2026-11-02
MacKenzie Financial Corp
18,978$223.4K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Princeton Global Asset Management LLC
17,121$201.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Brookstone Capital Management
15,888$187.0K0.0%ETFMediumWheaton, IL2026-10-22
Childress Capital Advisors, LLC
15,679$184.5K0.0%GARPMediumHouston, TX2026-10-28
BostonPremier Wealth LLC
15,227$179.2K0.1%ETFVery LowHanover, MA2026-10-16
Prime Capital Investment Advisors, LLC
14,719$173.2K0.0%ETFLowOverland Park, KS2026-10-20
BridgePort Financial Solutions, LLC
14,302$168.3K0.0%ETFLowFairfield, IA2026-11-02
Tactive Advisors, LLC
12,740$150.0K0.0%ETFHighJacksonville, FL2026-10-08
Lido Advisors, LLC
12,570$147.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Truist Financial Corp
11,521$135.6K0.0%CoreLowCharlotte, NC2026-10-30
Independent Wealth Network Inc.
11,294$132.9K0.0%ETFMediumUrbandale, IA2026-10-19
WealthCare Investment Partners, LLC
11,125$130.9K0.0%ETFLowPortsmouth, RI2026-11-05
Closed-End Fund Advisors, Inc.
11,090$130.5K0.1%YieldMediumRichmond, VA2026-11-04
CX Institutional
10,247$1210.0%CoreMediumAuburn, IN2026-10-02
True Freedom Investing, LLC
10,123$119.1K0.0%CoreHighCoeur D'Alene, ID2026-10-29
Pinkerton Wealth, LLC
10,123$119.1K0.0%CoreHighCoeur D Alene, ID2026-10-29
Bison Wealth, LLC
10,044$119.2K0.0%GrowthMediumAtlanta, GA2026-10-13
United Financial Planning Group LLC
8,363$98.4K0.0%ETFHighHauppauge, NY2026-11-04
Raleigh Capital Management Inc.
6,016$70.8K0.0%CoreMediumCary, NC2026-10-28
Westside Investment Management, Inc.
6,000$70.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Golden State Wealth Management, LLC
4,475$52.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Chilton Capital Management LLC
4,432$52.2K0.0%GrowthMediumHouston, TX2026-10-28
Tounjian Advisory Partners, LLC
2,665$31.4K0.0%GrowthHighFort Myers, FL2026-11-04
Pinnacle Wealth Planning Services, Inc.
2,500$29.4K0.0%GARPLowMansfield, OH2026-10-27
Essential Investment Partners LLC
2,183$25.7K0.0%GrowthLowEnglewood, CO2026-10-27
Wolff Wiese Magana LLC
2,076$24.4K0.0%GrowthLowCarslbad, CA2026-10-15
Nfsg Corp
2,072$24.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
IFP Advisors, Inc
1,973$23.2K0.0%GrowthLowTampa, FL2026-10-16
State of Alaska, Department of Revenue
1,934$220.0%CoreVery LowJuneau, AK2026-10-15
Larson Financial Group LLC
1,639$19.3K0.0%GrowthLowSt Louis, MO2026-11-05
Trust Co
856$10.1K0.0%ETFVery LowManhattan, KS2026-10-09
Farther Finance Advisors, LLC
629$7.4K0.0%IndexLowSan Francisco, CA2026-10-08
Moisand Fitzgerald Tamayo, LLC
538$6.3K0.0%ETFVery LowOrlando, FL2026-10-15
Kozak & Associates, Inc.
280$3.3K0.0%ETFLowHighlands Ranch, CO2026-10-29
IFS Advisors, LLC
100$1.2K0.0%ETFLowOverland Park, KS2026-10-14
Archer Investment Corp
29$3370.0%CoreMediumCarmel, IN2026-11-05
Caitong International Asset Management Co., Ltd
1$120.0%GrowthVery HighHong Kong, South Korea2026-10-29
Citigroup Inc
1$120.0%CoreMediumNew York, NY2026-11-04
New 5%+ stake
No 13F filer matched