Morgan Stanley Direct Lendin (MSDL) Institutional Investor Snapshot (140 Funds, Q2 2026)

MSDL ranks #3837 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

MSDL is a top-conviction position for Lunate Capital Ltd — at 8.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MSDL belongs to Morgan Stanley, but the position matters far more to Lunate Capital Ltd, who has 8.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Russell Investments Group, Ltd. has added to its MSDL position for two straight quarters, increasing it by $12.1M to reach $16.1M today.

Jane Street Group, LLC has trimmed its MSDL position for two straight quarters, cutting it by $7.2M while still holding $228.3K.

MSDL is down 0.8% today, but institutions show net buying of $77.7M this quarter — a divergence between today's price move and the underlying institutional flow.

MSDL closed its latest fiscal year with net income of $122.1M, and currently trades at a P/E of 10.9.

• Profitable — net income of $122.1M in the latest fiscal year
• Net income declined year over year, from $215.6M to $122.1M
• Generated $150.9M in positive operating cash flow