3 institutions reported holding $5.8M of Morgan Stanley Direct Lending (MSDL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($4.8M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($1.0M), Roxbury Financial LLC ($2,465). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $4.8M | 315,801 | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.0M | 67,513 | Added |
| 3 | Roxbury Financial LLC | $2,465 | 163 | New |
Source: SEC Form 13F filings · as of 2026-06-30