Madison Square Garden Sports (MSGS) Institutional Investor Snapshot (471 Funds, Q2 2026)

MSGS ranks #1264 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MSGS is a top-conviction position for Silver Lake Group, L.L.C. — at 16.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MSGS belongs to BlackRock, Inc., but the position matters far more to Silver Lake Group, L.L.C., who has 16.7% 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.

BlackRock has added to its MSGS position for two straight quarters, increasing it by $327.0M to reach $843.4M today.

Greenhouse Funds LLLP has trimmed its MSGS position for two straight quarters, cutting it by $90.3M while still holding $18.8M.

MSGS is down 1.2% today, but institutions show net buying of $2.9B this quarter — a divergence between today's price move and the underlying institutional flow.

MSGS posted net income of $7.8M over the trailing twelve months, and currently trades at a P/E of 1202.5.

• Profitable — net income of $7.8M over the trailing twelve months
• Revenue grew 11.0% year over year
• Net income improved year over year, from -$22.4M to $7.8M
• Generated $62.7M in positive operating cash flow
• Current ratio of 0.50x — below the conventional 1.5x liquidity buffer
• Total liabilities currently exceed total assets (negative shareholder equity)