MORGAN STANLEY DIRECT LENDIN

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MSDL·61774A103·US·equity·Financial Services - Asset Management-13D/G

MSDL (MORGAN STANLEY DIRECT LENDIN) is held by 62 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($221.6M), UBS Group AG ($22.3M), TWO SIGMA INVESTMENTS, LP ($12.4M). Net institutional sentiment: Mixed.

62

Holders

Avg rating(7 Elite)

$346.5M

Total Value

41% (73)

Fund Consensus

28 buying - 40 selling

Smart Money Verdict

View all

56Mixed MomentumSplit Signals

Institutional (13F)44

Insider (Form 4)80

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how MSDL's score breaks down across 4 SEC sources

Holder Quality

7

★★★★★

Elite

20

★★★★

Strong

24

★★★

Solid

16

★★

Below

6

★

Weak

Held by 62 funds

7 elite

Who's Trading

InsiderDMDay Jeff M.Buy $74KMar 5, 2026

InsiderUNUnknownBuy $73KMar 3, 2026

InsiderMOMizrachi OritBuy $14KMar 3, 2026

InsiderOJOcci Michael Jr.Buy $104KMar 2, 2026

ActivistMorgan Stanley5.0%Feb 12, 2026

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (62)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	15.9M(-0.0%)	$221.6M	0.0%	-16.43%	0
UBS Group AG	Decreased	1.6M(-4.3%)	$22.3M	0.0%	-11.86%	0
TWO SIGMA INVESTMENTS, LP	Increased	889,349(+5.3%)	$12.4M	0.0%	-8.01%	29
Russell Investments Group, Ltd.	Increased	721,949(+197.8%)	$10.1M	0.0%	+0.14%	45
TORONTO DOMINION BANK	Decreased	622,212(-12.8%)	$8.7M	0.0%	-3.92%	0
Sumitomo Mitsui Trust Group, Inc.	Unchanged	558,113	$7.8M	0.0%	-12.37%	0
WELLS FARGO & COMPANY/MN	Increased	542,796(+32.9%)	$7.6M	0.0%	-10.68%	35
Trexquant Investment LP	Decreased	409,326(-8.7%)	$5.7M	0.0%	-8.60%	0
MILLENNIUM MANAGEMENT LLC	Increased	276,026(+2.8%)	$3.9M	0.0%	-14.93%	27
HighTower Advisors, LLC	New	265,284	$3.7M	0.0%	+4.53%	37
XTX Topco Ltd	Increased	191,913(+135.2%)	$2.7M	0.0%	-0.96%	42
FRANKLIN RESOURCES INC	Decreased	186,811(-49.7%)	$2.6M	0.0%	-15.32%	0
CULLEN/FROST BANKERS, INC.	Unchanged	184,080	$2.6M	0.0%	-7.52%	0
Neuberger Berman Group LLC	Decreased	162,067(-2.4%)	$2.3M	0.0%	-17.39%	0
ExodusPoint Capital Management, LP	New	160,332	$2.2M	0.0%	+4.53%	36
Point72 Asset Management, L.P.	Decreased	154,421(-13.7%)	$2.2M	0.0%	-7.52%	0
JANE STREET GROUP, LLC	Decreased	151,464(-64.2%)	$2.1M	0.0%	-8.94%	0
Rockefeller Capital Management L.P.	Increased	151,034(+44.2%)	$2.1M	0.0%	-8.29%	35
BALYASNY ASSET MANAGEMENT L.P.	Increased	116,753(+909.4%)	$1.6M	0.0%	+2.74%	41
STATE STREET CORP	New	105,464	$1.5M	0.0%	+4.53%	35

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer