105 tracked 13F filers disclose a position in MSDL as of the latest SEC 13F filings, a combined $456.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $221.6M | 15.9M | ▼~0% Reduced · −2K sh | Q1 2026 | |
| 2 | Generali Asset Management SPA SGR | $25.5M | 1.8M | —Held | Q1 2026 | |
| 3 | UBS Group AG | $22.3M | 1.6M | ▼−4.3% Reduced · −72K sh | Q1 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 1.4M | ▼−22% Reduced · −407K sh | Q1 2026 | |
| 5 | Lunate Capital Ltd | $16.7M | 1.1M | ▲New +1.1M sh | Q2 2026 | |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $14.7M | 1.1M | ▲+38% Added · +288K sh | Q1 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $12.4M | 889K | ▲+5.3% Added · +45K sh | Q1 2026 | |
| 8 | Muzinich & Co., Inc. | $12.7M | 839K | ▲+9.3% Added · +71K sh | Q2 2026 | |
| 9 | Russell Investments Group, Ltd. | $10.1M | 722K | ▲+198% Added · +480K sh | Q1 2026 | |
| 10 | Altshuler Shaham Ltd | $9.1M | 650K | —Held | Q1 2026 | |
| 11 | TORONTO DOMINION BANK | $8.7M | 622K | ▼−13% Reduced · −91K sh | Q1 2026 | |
| 12 | Sumitomo Mitsui Trust Group, Inc. | $7.8M | 558K | —Held | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $7.6M | 543K | ▲+33% Added · +134K sh | Q1 2026 | |
| 14 | ARES MANAGEMENT LLC | $5.8M | 412K | ▲+312% Added · +312K sh | Q1 2026 | |
| 15 | Trexquant Investment LP | $5.7M | 409K | ▼−8.7% Reduced · −39K sh | Q1 2026 | |
| 16 | Hennion & Walsh Asset Management, Inc. | $4.8M | 316K | ▲+9.9% Added · +28K sh | Q2 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $3.9M | 276K | ▲+2.7% Added · +7K sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $3.7M | 265K | ▲New +265K sh | Q1 2026 | |
| 19 | Americana Partners, LLC | $3.6M | 257K | ▼−53% Reduced · −295K sh | Q1 2026 | |
| 20 | Liberty Mutual Group Asset Management Inc. | $2.9M | 205K | ▼−43% Reduced · −155K sh | Q1 2026 | |
| 21 | Activest Wealth Management | $2.9M | 205K | ▲+4.7% Added · +9K sh | Q1 2026 | |
| 22 | XTX Topco Ltd | $2.7M | 192K | ▲+135% Added · +110K sh | Q1 2026 | |
| 23 | FRANKLIN RESOURCES INC | $2.6M | 187K | ▼−50% Reduced · −184K sh | Q1 2026 | |
| 24 | CULLEN/FROST BANKERS, INC. | $2.8M | 184K | —Held | Q2 2026 | |
| 25 | Neuberger Berman Group LLC | $2.3M | 162K | ▼−2.4% Reduced · −4K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in MSDL and 17 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 40 funds | $10.5B |
| BROADCOM INCAVGO | 39 funds | $6.4B |
| COSTCO WHOLESALE CORPCOST | 39 funds | $2.7B |
| VISA INC-CLASS A SHARESV | 39 funds | $2.3B |
| HONEYWELL INTERNATIONAL INCHON | 39 funds | $695.9M |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $5.2B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 38 funds | $3.9B |
| ELI LILLY & COLLY | 38 funds | $3.8B |
| MASTERCARD INC - AMA | 38 funds | $2.2B |
| CHEVRON CORPCVX | 38 funds | $2.1B |
| UNITEDHEALTH GROUP INCUNH | 38 funds | $1.7B |
| ORACLE CORPORCL | 38 funds | $1.5B |
Ranked by how many of MSDL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 5, 2026 | Day Jeff M. | Co-President | Buy (P) | 5K | $75K |
| Mar 3, 2026 | MILLER DAVID N | Director | Buy (P) | 5K | $73K |
| Mar 3, 2026 | Mizrachi Orit | See Remarks | Buy (P) | 1K | $14K |
| Mar 2, 2026 | Occi Michael Jr. | Chief Executive Officer, Director | Buy (P) | 7K | $104K |
| Mar 2, 2026 | MILLER DAVID N | Director | Buy (P) | 5K | $73K |
| Nov 11, 2025 | Krishnan Ashwin | Chief Investment Officer | Buy (P) | 3K | $50K |
| Nov 10, 2025 | FRANK BRUCE D | Director | Buy (P) | 600 | $10K |
| Oct 6, 2025 | Binstock Joan | Director | Buy (P) | 9K | $150K |
| Aug 14, 2025 | Pessah David | Chief Financial Officer | Buy (P) | 3K | $60K |
| Aug 14, 2025 | Shannon Kevin | Director | Buy (P) | 5K | $89K |
| Aug 13, 2025 | Metz Adam S | Director | Buy (P) | 28K | $499K |
| Aug 12, 2025 | Occi Michael Jr. | Chief Executive Officer | Buy (P) | 14K | $249K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MSDL/capital-change-brief"
Use Arkolith's capital_change_brief for MSDL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MSDL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.