MSC INCOME FUND, INC. (MSIF) — Institutional Holders, Q2 2026 (page 2)
168 institutional investment managers reported a MSIF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $172.6M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 168. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MSIF 13F holders ranked 101–168 of 168
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | SHERMAN PORFOLIOS#101 · 14,073 sh | 14,073 | $171.4K | 0.01% | 0.0% |
| 102 | Schonfeld Strategic Advisors#102 · 14,746 sh | 14,746 | $170.6K | <0.01% | New |
| 103 | PRICE T ROWE ASSOCIATES#103 · 14,689 sh | 14,689 | $170.0K | 0.00% | +11.6% |
| 104 | Prime Capital Investment Advisors#104 · 14,626 sh | 14,626 | $169.2K | — | -66.3% |
| 105 | Carmel Capital Partners#105 · 14,452 sh | 14,452 | $167.2K | 0.06% | -21.1% |
| 106 | BridgePort Financial Solutions#106 · 14,302 sh | 14,302 | $165.5K | 0.04% | -15.7% |
| 107 | Pure Financial Advisors#107 · 14,240 sh | 14,240 | $164.8K | <0.01% | 0.0% |
| 108 | MONEY CONCEPTS CAPITAL#108 · 13,772 sh | 13,772 | $159.3K | <0.01% | -23.8% |
| 109 | Perennial Investment Advisors#109 · 13,286 sh | 13,286 | $153.7K | 0.01% | +2.8% |
| 110 | BANK OF AMERICA#110 · 13,151 sh | 13,151 | $152.2K | 0.00% | New |
| 111 | Lido Advisors#111 · 12,999 sh | 12,999 | $150.4K | <0.01% | 0.0% |
| 112 | Concurrent Investment Advisors#112 · 12,960 sh | 12,960 | $149.9K | — | -2.5% |
| 113 | Bison Wealth#113 · 12,399 sh | 12,399 | $144.1K | — | 0.0% |
| 114 | AMERIPRISE FINANCIAL#114 · 12,034 sh | 12,034 | $139.2K | 0.00% | -3.1% |
| 115 | WealthCare Investment Partners#115 · 11,869 sh | 11,869 | $137.3K | 0.03% | -9.9% |
| 116 | Aptus Capital Advisors#116 · 11,797 sh | 11,797 | $136.5K | <0.01% | -8.4% |
| 117 | GUARDIAN WEALTH ADVISORS, / NC#117 · 11,797 sh | 11,797 | $136.5K | <0.01% | -8.4% |
| 118 | Savant Capital#118 · 11,427 sh | 11,427 | $135.7K | <0.01% | New |
| 119 | Kovack Advisors#119 · 11,432 sh | 11,432 | $134.1K | <0.01% | New |
| 120 | Freestone Capital#120 · 11,547 sh | 11,547 | $133.6K | <0.01% | 0.0% |
| 121 | TWO SIGMA SECURITIES#121 · 11,408 sh | 11,408 | $132.0K | 0.01% | New |
| 122 | Independent Wealth Network#122 · 11,286 sh | 11,286 | $130.6K | — | -1.5% |
| 123 | MQS Management#123 · 11,080 sh | 11,080 | $128.2K | 0.16% | New |
| 124 | Foundations Investment Advisors#124 · 10,870 sh | 10,870 | $125.8K | <0.01% | -23.2% |
| 125 | Entropy Technologies#125 · 10,771 sh | 10,771 | $124.6K | <0.01% | New |
| 126 | EP Wealth Advisors#126 · 10,620 sh | 10,620 | $122.9K | <0.01% | 0.0% |
| 127 | CX Institutional#127 · 10,327 sh | 10,327 | $119.0K | — | -32.2% |
| 128 | NOMURA#128 · 10,000 sh | 10,000 | $115.7K | <0.01% | New |
| 129 | JPMORGAN CHASE#129 · 9,002 sh | 9,002 | $105.6K | 0.00% | +274.5% |
| 130 | United Financial Planning Group#130 · 8,363 sh | 8,363 | $96.8K | 0.05% | 0.0% |
| 131 | NewEdge Advisors#131 · 7,887 sh | 7,887 | $91.3K | <0.01% | New |
| 132 | Westside Investment Management#132 · 6,000 sh | 6,000 | $69.4K | <0.01% | -36.8% |
| 133 | SILVER OAK SECURITIES#133 · 5,976 sh | 5,976 | $69.1K | <0.01% | New |
| 134 | Raleigh Capital Management#134 · 5,843 sh | 5,843 | $67.6K | 0.02% | +2.8% |
| 135 | CHILTON CAPITAL MANAGEMENT#135 · 4,432 sh | 4,432 | $51.3K | <0.01% | 0.0% |
| 136 | Global Retirement Partners#136 · 4,349 sh | 4,349 | $50.3K | <0.01% | — |
| 137 | MassMutual Private Wealth & , FSB#137 · 3,643 sh | 3,643 | $42.1K | — | New |
| 138 | Golden State Wealth Management#138 · 3,638 sh | 3,638 | $42.1K | <0.01% | -49.2% |
| 139 | Tanglewood Legacy Advisors#139 · 3,250 sh | 3,250 | $37.6K | 0.01% | 0.0% |
| 140 | IFG Advisory#140 · 3,139 sh | 3,139 | $36.3K | <0.01% | New |
| 141 | PlanVest Financial#141 · 2,955 sh | 2,955 | $34.2K | 0.02% | 0.0% |
| 142 | Larson Financial Group#142 · 2,893 sh | 2,893 | $33.5K | <0.01% | 0.0% |
| 143 | Strategic Wealth Partners, Ltd.#143 · 2,654 sh | 2,654 | $30.7K | <0.01% | -36.4% |
| 144 | TOUNJIAN ADVISORY PARTNERS#144 · 2,589 sh | 2,589 | $30.0K | 0.01% | New |
| 145 | Pinnacle Wealth Planning Services#145 · 2,500 sh | 2,500 | $28.9K | <0.01% | 0.0% |
| 146 | Financial Gravity Companies, (FGCO)#146 · 2,485 sh | 2,485 | $28.8K | <0.01% | — |
| 147 | Essential Investment Partners#147 · 2,183 sh | 2,183 | $25.3K | 0.02% | 0.0% |
| 148 | IFP Advisors#148 · 2,088 sh | 2,088 | $24.2K | — | -80.6% |
| 149 | WOLFF WIESE MAGANA#149 · 2,076 sh | 2,076 | $24.0K | — | 0.0% |
| 150 | Newbridge Financial Services Group#150 · 2,072 sh | 2,072 | $24.0K | — | 0.0% |
| 151 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#151 · 1,824 sh | 1,824 | $21.4K | <0.01% | 0.0% |
| 152 | NOMURA ASSET MANAGEMENT LTD#152 · 1,428 sh | 1,428 | $16.5K | 0.00% | New |
| 153 | Steward Partners Investment Advisory#153 · 1,296 sh | 1,296 | $15.0K | <0.01% | 0.0% |
| 154 | Farther Finance Advisors#154 · 1,260 sh | 1,260 | $14.6K | — | -95.2% |
| 155 | Silicon Valley Capital Partners#155 · 1,209 sh | 1,209 | $14.0K | <0.01% | +2.8% |
| 156 | WELLS FARGO & COMPANY#156 · 1,201 sh | 1,201 | $13.9K | 0.00% | +39.5% |
| 157 | Halbert, Hargrove/Russell#157 · 1,075 sh | 1,075 | $12.4K | — | 0.0% |
| 158 | Trust Co#158 · 856 sh | 856 | $9.9K | — | New |
| 159 | NBC SECURITIES#159 · 834 sh | 834 | $9.6K | — | 0.0% |
| 160 | HFM Investment Advisors#160 · 621 sh | 621 | $7.2K | <0.01% | 0.0% |
| 161 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#161 · 603 sh | 603 | $7.0K | 0.00% | +225.9% |
| 162 | Moisand Fitzgerald Tamayo#162 · 538 sh | 538 | $6.2K | — | 0.0% |
| 163 | Kozak & Associates#163 · 280 sh | 280 | $3.3K | <0.01% | 0.0% |
| 164 | IFS Advisors#164 · 100 sh | 100 | $1.2K | — | 0.0% |
| 165 | Tower Research Capital (TRC)#165 · 81 sh | 81 | $937.00 | 0.00% | -92.4% |
| 166 | Archer Investment#166 · 28 sh | 28 | $321.00 | <0.01% | +3.7% |
| 167 | Allied Private Wealth#167 · 20 sh | 20 | $229.00 | <0.01% | — |
| 168 | Caitong International Asset Management , Ltd#168 · 5 sh | 5 | $58.00 | 0.00% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.