Oaktree Specialty Lending (OCSL) Institutional Ownership $13.93 0.00 (0.00%) Closing price 04:00 PM EasternExtended Trading$13.98 +0.04 (+0.32%) As of 06:39 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Oaktree Specialty Lending (NASDAQ:OCSL)CurrentInstitutional OwnershipPercentage36.79%Number ofInstitutional Buyers(last 12 months)143TotalInstitutional Inflows(last 12 months)$223.63MNumber ofInstitutional Sellers(last 12 months)70TotalInstitutional Outflows(last 12 months)$57.05M Get OCSL Insider Trade Alerts Want to know when executives and insiders are buying or selling Oaktree Specialty Lending stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data OCSL Institutional Buying and Selling by Quarter Oaktree Specialty Lending Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/22/2025 TT Capital Management LLC104,643$1.43M0.5%+7.6%0.119% 8/19/2025 Marex Group plc25,211$344K0.0%N/A0.029% 8/19/2025 MRP Capital Investments LLC11,578$158K0.1%+8.3%0.013% 8/15/2025 Tower Research Capital LLC TRC 4,163$57K0.0%+1,025.1%0.005% 8/15/2025 Corient Private Wealth LLC42,918$586K0.0%+286.0%0.049% 8/15/2025 Captrust Financial Advisors10,884$149K0.0%N/A0.012% 8/15/2025 Oxford Asset Management LLP41,267$564K0.2%N/A0.047% 8/15/2025 BI Asset Management Fondsmaeglerselskab A S279,248$3.82M0.0%+20.6%0.317% 8/15/2025 Brevan Howard Capital Management LP11,784$161K0.0%N/A0.013% 8/15/2025 Balyasny Asset Management L.P.626,324$8.56M0.0%+298.9%0.711% Get the Latest News and Ratings for OCSL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Oaktree Specialty Lending and its competitors with MarketBeat's FREE daily newsletter. 8/15/2025 Bank of America Corp DE124,289$1.70M0.0%-21.7%0.141% 8/15/2025 Ares Management LLC1,945,305$26.57M0.1%-1.6%2.208% 8/14/2025 Jane Street Group LLC11,267$154K0.0%-70.2%0.013% 8/14/2025 NewEdge Advisors LLC12,972$177K0.0%+688.1%0.015% 8/14/2025 Financial Strategies Group Inc.55,428$799K0.2%+19.6%0.063% 8/13/2025 Gabelli Funds LLC186,379$2.55M0.0%+3.0%0.212% 8/13/2025 Marshall Wace LLP18,011$246K0.0%N/A0.020% 8/13/2025 Invesco Ltd.705,824$9.64M0.0%-3.3%0.801% 8/13/2025 Plan Group Financial LLC92,151$1.26M0.4%+23.4%0.105% 8/13/2025 Beacon Pointe Advisors LLC50,352$688K0.0%-37.9%0.057% 8/13/2025 Quantbot Technologies LP55,820$763K0.0%N/A0.063% 8/13/2025 Claret Asset Management Corp1,700,738$23.23M3.0%+11.8%1.931% 8/13/2025 Wealthedge Investment Advisors LLC96,807$1.32M0.6%-25.4%0.110% 8/13/2025 Lido Advisors LLC106,141$1.45M0.0%-8.7%0.120% 8/13/2025 Virtus Investment Advisers LLC82,913$1.13M0.4%-9.3%0.094% 8/12/2025 Advisors Asset Management Inc.104,228$1.42M0.0%-42.0%0.118% 8/12/2025 Private Management Group Inc.2,406,670$32.88M1.1%+10.1%2.732% 8/12/2025 Legal & General Group Plc549,208$7.50M0.0%+0.2%0.623% 8/12/2025 JPMorgan Chase & Co.49,140$671K0.0%-59.4%0.056% 8/11/2025 United Advisor Group LLC229,304$3.13M0.5%+3.2%0.260% 8/11/2025 Nordwand Advisors LLC56,311$769K0.1%-2.1%0.064% 8/11/2025 LSV Asset Management300,403$4.10M0.0%-44.8%0.341% 8/11/2025 Nomura Asset Management Co. Ltd.3,394$46K0.0%N/A0.004% 8/8/2025 MTM Investment Management LLC2,500$34K0.0%N/A0.003% 8/8/2025 Rockefeller Capital Management L.P.368,923$5.04M0.0%+10.3%0.419% 8/8/2025 Creative Planning53,128$726K0.0%+1.9%0.060% 8/8/2025 Marble Harbor Investment Counsel LLC18,000$246K0.0%-10.2%0.020% 8/7/2025 Samalin Investment Counsel LLC87,512$1.20M0.5%+2.6%0.099% 8/7/2025 Allworth Financial LP3,482$48K0.0%N/A0.004% 8/7/2025 ProShare Advisors LLC14,518$198K0.0%-12.7%0.016% Capital Gains Tax Strategies for Seniors (Ad)Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.Click here to see the three strategies and get matched with a financial advisor today.8/6/2025 HORAN Wealth LLC11,757$161K0.0%N/A0.013% 8/5/2025 Castlekeep Investment Advisors LLC321,059$4.39M2.1%+0.6%0.364% 8/4/2025 Pinnacle Associates Ltd.99,587$1.36M0.0%-33.8%0.113% 8/4/2025 REDW Wealth LLC20,000$273K0.1%+53.8%0.023% 8/4/2025 Muzinich & Co. Inc.260,854$3.56M1.5%+13.3%0.296% 8/4/2025 Flagship Harbor Advisors LLC36,310$496K0.0%-5.9%0.041% 8/1/2025 Pasadena Private Wealth LLC28,901$395K0.1%N/A0.033% 8/1/2025 Envestnet Asset Management Inc.14,262$195K0.0%-83.1%0.016% 7/31/2025 Whipplewood Advisors LLC73,216$1M0.5%+138,043.4%0.083% 7/31/2025 Sumitomo Mitsui Trust Group Inc.240,769$3.29M0.0%+7.1%0.273% 7/30/2025 Denali Advisors LLC144,458$1.97M0.2%-2.2%0.164% 7/30/2025 Jackson Thornton Wealth Management LLC35,601$502K0.1%-2.2%0.040% 7/29/2025 Chicago Partners Investment Group LLC18,317$264K0.0%-8.2%0.021% 7/29/2025 Arnhold LLC152,345$2.08M0.2%-6.2%0.173% 7/28/2025 Generali Asset Management SPA SGR1,888,566$25.80M0.6%+74.2%2.144% 7/28/2025 Melia Wealth LLC990,458$13.53M6.5%+12.6%1.124% 7/28/2025 Naviter Wealth LLC175,837$2.40M0.3%+12.7%0.200% 7/25/2025 Atria Wealth Solutions Inc.23,186$317K0.0%+23.0%0.026% 7/18/2025 Generali Investments CEE investicni spolecnost a.s.23,020$314K0.0%+10.1%0.026% 7/17/2025 Janney Montgomery Scott LLC37,708$515K0.0%-12.7%0.043% 7/17/2025 GraniteShares Advisors LLC183,742$2.51M1.5%+6.7%0.209% 7/17/2025 Sonora Investment Management Group LLC18,100$247K0.0%+15.3%0.021% 7/16/2025 Rezny Wealth Management Inc.187,957$2.57M0.6%-33.7%0.213% 7/16/2025 Old Port Advisors67,004$915K0.2%N/A0.076% 7/16/2025 Arlington Capital Management Inc.68,855$941K0.8%N/A0.078% 7/15/2025 Avaii Wealth Management LLC28,212$385K0.2%+75.5%0.032% 7/15/2025 Bfsg LLC13,475$184K0.0%+5.4%0.015% 7/14/2025 Abound Wealth Management2,577$35K0.0%N/A0.003% 7/11/2025 Mandatum Life Insurance Co Ltd37,714$515K0.1%-14.8%0.043% 7/10/2025 Sovran Advisors LLC29,882$422K0.0%-2.4%0.034% 7/3/2025 Fiduciary Financial Group LLC60,457$831K0.2%+12.8%0.069% 6/27/2025 Goldman Sachs Group Inc.67,370$1.04M0.0%-44.1%0.076% 5/21/2025 Westbourne Investments Inc.10,000$154K0.1%N/A0.011% 5/20/2025 Anchor Investment Management LLC3,200$49K0.0%N/A0.004% 5/19/2025 Jane Street Group LLC37,759$580K0.0%-59.2%0.043% 5/16/2025 Arete Wealth Advisors LLC10,435$160K0.0%N/A0.012% 5/16/2025 Caxton Associates LLP47,194$725K0.0%N/A0.054% 5/16/2025 Sciencast Management LP11,300$174K0.0%N/A0.013% 5/16/2025 Goldman Sachs Group Inc.67,370$1.04M0.0%-44.1%0.076% 5/16/2025 Financial Strategies Group Inc.46,352$657K0.2%+24.0%0.053% 5/16/2025 AQR Capital Management LLC36,419$559K0.0%-3.6%0.041% 5/16/2025 Advisors Asset Management Inc.179,664$2.76M0.1%-0.5%0.204% 5/15/2025 Royal Bank of Canada468,879$7.20M0.0%+34.3%0.532% 5/15/2025 MAI Capital Management29,157$448K0.0%+554.2%0.033% 5/15/2025 Trexquant Investment LP275,060$4.23M0.0%+1,321.9%0.312% 5/14/2025 Samalin Investment Counsel LLC85,277$1.31M0.5%+110.4%0.097% 5/14/2025 Gabelli Funds LLC180,912$2.78M0.0%-1.8%0.205% 5/14/2025 Comerica Bank20,036$308K0.0%-3.8%0.023% 5/14/2025 SVB Wealth LLC1,721$26K0.0%N/A0.002% 5/14/2025 Arnhold LLC162,345$2.49M0.3%+1.7%0.184% A New Way to Double Your Retirement Income? 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If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for.Click here to see how to turn your savings into a monthly income machine.5/14/2025 BI Asset Management Fondsmaeglerselskab A S231,538$3.56M0.0%+20.2%0.263% 5/14/2025 Texas Capital Bank Wealth Management Services Inc162,044$2.49M0.3%+246.2%0.184% 5/13/2025 Cresset Asset Management LLC43,553$669K0.0%-4.4%0.049% 5/13/2025 Wealthedge Investment Advisors LLC129,692$1.99M0.9%+110.2%0.147% 5/13/2025 Kovitz Investment Group Partners LLC170,591$2.62M0.0%-34.1%0.194% 5/13/2025 HighTower Advisors LLC117,983$1.81M0.0%-4.7%0.134% 5/12/2025 Independent Advisor Alliance187,446$2.88M0.1%-1.1%0.213% 5/12/2025 Virtu Financial LLC34,800$535K0.0%+30.6%0.040% 5/12/2025 Entropy Technologies LP19,859$305K0.0%-44.6%0.023% 5/12/2025 Invesco Ltd.729,995$11.21M0.0%-16.7%0.829% (Data available from 1/1/2016 forward) OCSL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OCSL shares? During the previous two years, 234 institutional investors and hedge funds held shares of Oaktree Specialty Lending. The most heavily invested institutionals were Private Management Group Inc. ($32.88M), Van ECK Associates Corp ($32.01M), Bruni J V & Co. Co. ($29.48M), Ares Management LLC ($26.57M), Generali Asset Management SPA SGR ($25.80M), Claret Asset Management Corp ($23.23M), and Greenwich Investment Management Inc. ($16.59M).Learn more on Oaktree Specialty Lending's institutional investors. What percentage of Oaktree Specialty Lending's stock is owned by institutional investors? 36.79% of Oaktree Specialty Lending's stock is owned by institutional investors. Learn more on OCSL's institutional investor holdings. Which institutional investors have been buying Oaktree Specialty Lending's stock? Of the 203 institutional investors that purchased Oaktree Specialty Lending's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Management Group Inc. ($1.67M), Balyasny Asset Management L.P. ($1.65M), Generali Asset Management SPA SGR ($1.34M), Castlekeep Investment Advisors LLC ($972.81K), Melia Wealth LLC ($898.46K), Van ECK Associates Corp ($896.32K), and Invesco Ltd. ($813.35K). How much institutional buying is happening at Oaktree Specialty Lending? Institutional investors have bought a total of 14,744,438 shares in the last 24 months. This purchase volume represents approximately $223.63M in transactions. Which of Oaktree Specialty Lending's major shareholders have been selling company stock? Of the 70 institutional investors that sold Oaktree Specialty Lending's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Two Sigma Investments LP ($347.58K), Pinnacle Associates Ltd. ($303.77K), LSV Asset Management ($262.97K), Beacon Pointe Advisors LLC ($251.76K), Carnegie Investment Counsel ($195.18K), JPMorgan Chase & Co. ($186.60K), and Invesco Ltd. ($170.09K). How much institutional selling is happening at Oaktree Specialty Lending? Institutional investors have sold a total of 3,792,211 shares in the last 24 months. This volume of shares sold represents approximately $57.05M in transactions. 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