MSDL — Morgan Stanley Direct Lendin Institutional Holders · Q3 2026
Who owns Morgan Stanley Direct Lendin (MSDL)? 4 institutions reported holding $3.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Adams Asset Advisors, LLC ($2.0M), Confluence Investment Management LLC ($938,862), Sapient Capital LLC ($182,857).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Adams Asset Advisors, LLC | $2.0M | 145,210 | Trimmed |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $938,862 | 68,882 | Added |
| 3 | SAPIENT CAPITAL LLC | $182,857 | 12,987 | Hold |
| 4 | Roxbury Financial LLC | $2,222 | 163 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30