MORGAN STANLEY DIRECT LENDIN

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

MSDL (MORGAN STANLEY DIRECT LENDIN) is held by 62 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($237.7M), UBS Group AG ($39M), Russell Investments Group, Ltd. ($16.1M). Net institutional sentiment: Mixed.

62

Holders

(6 Elite)

$395.2M

Total Value

49% (65)

Consensus

32 buying - 33 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)33

Activist (13D/13G)36

Congressional (STOCK Act)70

Holder Quality

75

★★★★★

Elite

35

★★★★

Strong

83

★★★

Solid

41

★★

Below

52

★

Weak

Held by 62 funds

6 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Mar 5, 2026 · Activists Feb 12, 2026 · Congress none

InsiderDMDay Jeff M.Buy $74KMar 5, 2026

InsiderMOMizrachi OritBuy $14KMar 3, 2026

InsiderMNMILLER DAVID NBuy $73KMar 3, 2026

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Top Holders

Top Holders (62)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	15.7M(-0.9%)	$237.7M	0.0%	-16.32%	0
UBS Group AG	Increased	2.6M(+61.7%)	$39M	0.0%	-7.30%	42
Russell Investments Group, Ltd.	Increased	1.1M(+47.1%)	$16.1M	0.0%	+0.48%	39
TWO SIGMA INVESTMENTS, LP	Increased	893,188(+0.4%)	$13.5M	0.0%	-7.86%	28
Ensign Peak Advisors, Inc	New	748,000	$11.3M	0.0%	+0.93%	39
Sumitomo Mitsui Trust Group, Inc.	Increased	616,116(+10.4%)	$9.3M	0.0%	-11.16%	31
BROWN BROTHERS HARRIMAN & CO	New	539,662	$8.2M	0.0%	+0.93%	38
WELLS FARGO & COMPANY/MN	Decreased	515,964(-4.9%)	$7.8M	0.0%	-10.57%	0
FRANKLIN RESOURCES INC	Increased	456,469(+144.3%)	$6.9M	0.0%	-6.37%	44
Trexquant Investment LP	Decreased	296,078(-27.7%)	$4.5M	0.0%	-8.48%	0
HighTower Advisors, LLC	Decreased	238,437(-10.1%)	$3.6M	0.0%	+4.66%	0
MILLENNIUM MANAGEMENT LLC	Decreased	204,517(-25.9%)	$3.1M	0.0%	-14.82%	0
CULLEN/FROST BANKERS, INC.	Unchanged	184,080	$2.8M	0.0%	-7.40%	0
Rockefeller Capital Management L.P.	Increased	165,873(+9.8%)	$2.5M	0.0%	-8.44%	29
Neuberger Berman Group LLC	Decreased	148,087(-8.6%)	$2.2M	0.0%	-17.28%	0
RAYMOND JAMES FINANCIAL INC	Increased	145,746(+37.0%)	$2.2M	0.0%	-13.42%	34
FWFocus Partners Wealth	Increased	141,101(+189.0%)	$2.1M	0.0%	-0.86%	42
STATE STREET CORP	Increased	124,279(+17.8%)	$1.9M	0.0%	+4.08%	30
ROYAL BANK OF CANADA	Increased	107,947(+89.1%)	$1.6M	0.0%	-6.77%	40
STIFEL FINANCIAL CORP	Increased	95,023(+2.0%)	$1.4M	0.0%	-15.59%	26

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer