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Oaktree Specialty Lending (OCSL) Institutional Ownership

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$12.80 -0.14 (-1.08%)
Closing price 04:00 PM Eastern
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$12.80 +0.00 (+0.04%)
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Institutional Ownership Changes (13F Filings) for Oaktree Specialty Lending (NASDAQ:OCSL)

Current
Institutional Ownership
Percentage
36.79%
Number of
Institutional Buyers
(last 12 months)
143
Total
Institutional Inflows
(last 12 months)
$223.70M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$61.53M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/26/2025Corient Private Wealth LLC42,918$586K0.0%+286.0%0.049%
9/4/2025Osaic Holdings Inc.232,525$3.18M0.0%-58.9%0.264%
8/22/2025TT Capital Management LLC104,643$1.43M0.5%+7.6%0.119%
8/19/2025Marex Group plc25,211$344K0.0%N/A0.029%
8/19/2025MRP Capital Investments LLC11,578$158K0.1%+8.3%0.013%
8/15/2025Tower Research Capital LLC TRC 4,163$57K0.0%+1,025.1%0.005%
8/15/2025Corient Private Wealth LLC42,918$586K0.0%+286.0%0.049%
8/15/2025Captrust Financial Advisors10,884$149K0.0%N/A0.012%
8/15/2025Oxford Asset Management LLP41,267$564K0.2%N/A0.047%
8/15/2025BI Asset Management Fondsmaeglerselskab A S279,248$3.82M0.0%+20.6%0.317%
8/15/2025Brevan Howard Capital Management LP11,784$161K0.0%N/A0.013%
8/15/2025Balyasny Asset Management L.P.626,324$8.56M0.0%+298.9%0.711%
8/15/2025Bank of America Corp DE124,289$1.70M0.0%-21.7%0.141%
8/15/2025Ares Management LLC1,945,305$26.57M0.1%-1.6%2.208%
8/14/2025Jane Street Group LLC11,267$154K0.0%-70.2%0.013%
8/14/2025NewEdge Advisors LLC12,972$177K0.0%+688.1%0.015%
8/14/2025Financial Strategies Group Inc.55,428$799K0.2%+19.6%0.063%
8/13/2025Gabelli Funds LLC186,379$2.55M0.0%+3.0%0.212%
8/13/2025Marshall Wace LLP18,011$246K0.0%N/A0.020%
8/13/2025Invesco Ltd.705,824$9.64M0.0%-3.3%0.801%
8/13/2025Plan Group Financial LLC92,151$1.26M0.4%+23.4%0.105%
8/13/2025Beacon Pointe Advisors LLC50,352$688K0.0%-37.9%0.057%
8/13/2025Quantbot Technologies LP55,820$763K0.0%N/A0.063%
8/13/2025Claret Asset Management Corp1,700,738$23.23M3.0%+11.8%1.931%
8/13/2025Wealthedge Investment Advisors LLC96,807$1.32M0.6%-25.4%0.110%
8/13/2025Lido Advisors LLC106,141$1.45M0.0%-8.7%0.120%
8/13/2025Virtus Investment Advisers LLC82,913$1.13M0.4%-9.3%0.094%
8/12/2025Advisors Asset Management Inc.104,228$1.42M0.0%-42.0%0.118%
8/12/2025Private Management Group Inc.2,406,670$32.88M1.1%+10.1%2.732%
8/12/2025Legal & General Group Plc549,208$7.50M0.0%+0.2%0.623%
8/12/2025JPMorgan Chase & Co.49,140$671K0.0%-59.4%0.056%
8/11/2025United Advisor Group LLC229,304$3.13M0.5%+3.2%0.260%
8/11/2025Nordwand Advisors LLC56,311$769K0.1%-2.1%0.064%
8/11/2025LSV Asset Management300,403$4.10M0.0%-44.8%0.341%
8/11/2025Nomura Asset Management Co. Ltd.3,394$46K0.0%N/A0.004%
8/8/2025MTM Investment Management LLC2,500$34K0.0%N/A0.003%
8/8/2025Rockefeller Capital Management L.P.368,923$5.04M0.0%+10.3%0.419%
8/8/2025Creative Planning53,128$726K0.0%+1.9%0.060%
8/8/2025Marble Harbor Investment Counsel LLC18,000$246K0.0%-10.2%0.020%
8/7/2025Samalin Investment Counsel LLC87,512$1.20M0.5%+2.6%0.099%
8/7/2025Allworth Financial LP3,482$48K0.0%N/A0.004%
8/7/2025ProShare Advisors LLC14,518$198K0.0%-12.7%0.016%
8/6/2025HORAN Wealth LLC11,757$161K0.0%N/A0.013%
8/5/2025Castlekeep Investment Advisors LLC321,059$4.39M2.1%+0.6%0.364%
8/4/2025Pinnacle Associates Ltd.99,587$1.36M0.0%-33.8%0.113%
8/4/2025REDW Wealth LLC20,000$273K0.1%+53.8%0.023%
8/4/2025Muzinich & Co. Inc.260,854$3.56M1.5%+13.3%0.296%
8/4/2025Flagship Harbor Advisors LLC36,310$496K0.0%-5.9%0.041%
8/1/2025Pasadena Private Wealth LLC28,901$395K0.1%N/A0.033%
8/1/2025Envestnet Asset Management Inc.14,262$195K0.0%-83.1%0.016%
7/31/2025Whipplewood Advisors LLC73,216$1M0.5%+138,043.4%0.083%
7/31/2025Sumitomo Mitsui Trust Group Inc.240,769$3.29M0.0%+7.1%0.273%
7/30/2025Denali Advisors LLC144,458$1.97M0.2%-2.2%0.164%
7/30/2025Jackson Thornton Wealth Management LLC35,601$502K0.1%-2.2%0.040%
7/29/2025Chicago Partners Investment Group LLC18,317$264K0.0%-8.2%0.021%
7/29/2025Arnhold LLC152,345$2.08M0.2%-6.2%0.173%
7/28/2025Generali Asset Management SPA SGR1,888,566$25.80M0.6%+74.2%2.144%
7/28/2025Melia Wealth LLC990,458$13.53M6.5%+12.6%1.124%
7/28/2025Naviter Wealth LLC175,837$2.40M0.3%+12.7%0.200%
7/25/2025Atria Wealth Solutions Inc.23,186$317K0.0%+23.0%0.026%
7/18/2025Generali Investments CEE investicni spolecnost a.s.23,020$314K0.0%+10.1%0.026%
7/17/2025Janney Montgomery Scott LLC37,708$515K0.0%-12.7%0.043%
7/17/2025GraniteShares Advisors LLC183,742$2.51M1.5%+6.7%0.209%
7/17/2025Sonora Investment Management Group LLC18,100$247K0.0%+15.3%0.021%
7/16/2025Rezny Wealth Management Inc.187,957$2.57M0.6%-33.7%0.213%
7/16/2025Old Port Advisors67,004$915K0.2%N/A0.076%
7/16/2025Arlington Capital Management Inc.68,855$941K0.8%N/A0.078%
7/15/2025Avaii Wealth Management LLC28,212$385K0.2%+75.5%0.032%
7/15/2025Bfsg LLC13,475$184K0.0%+5.4%0.015%
7/14/2025Abound Wealth Management2,577$35K0.0%N/A0.003%
7/11/2025Mandatum Life Insurance Co Ltd37,714$515K0.1%-14.8%0.043%
7/10/2025Sovran Advisors LLC29,882$422K0.0%-2.4%0.034%
7/3/2025Fiduciary Financial Group LLC60,457$831K0.2%+12.8%0.069%
6/27/2025Goldman Sachs Group Inc.67,370$1.04M0.0%-44.1%0.076%
5/21/2025Westbourne Investments Inc.10,000$154K0.1%N/A0.011%
5/20/2025Anchor Investment Management LLC3,200$49K0.0%N/A0.004%
5/19/2025Jane Street Group LLC37,759$580K0.0%-59.2%0.043%
5/16/2025Arete Wealth Advisors LLC10,435$160K0.0%N/A0.012%
5/16/2025Caxton Associates LLP47,194$725K0.0%N/A0.054%
5/16/2025Sciencast Management LP11,300$174K0.0%N/A0.013%
5/16/2025Goldman Sachs Group Inc.67,370$1.04M0.0%-44.1%0.076%
5/16/2025Financial Strategies Group Inc.46,352$657K0.2%+24.0%0.053%
5/16/2025AQR Capital Management LLC36,419$559K0.0%-3.6%0.041%
5/16/2025Advisors Asset Management Inc.179,664$2.76M0.1%-0.5%0.204%
5/15/2025Royal Bank of Canada468,879$7.20M0.0%+34.3%0.532%
5/15/2025MAI Capital Management29,157$448K0.0%+554.2%0.033%
5/15/2025Trexquant Investment LP275,060$4.23M0.0%+1,321.9%0.312%
5/14/2025Samalin Investment Counsel LLC85,277$1.31M0.5%+110.4%0.097%
5/14/2025Gabelli Funds LLC180,912$2.78M0.0%-1.8%0.205%
5/14/2025Comerica Bank20,036$308K0.0%-3.8%0.023%
5/14/2025SVB Wealth LLC1,721$26K0.0%N/A0.002%
5/14/2025Arnhold LLC162,345$2.49M0.3%+1.7%0.184%
5/14/2025BI Asset Management Fondsmaeglerselskab A S231,538$3.56M0.0%+20.2%0.263%
5/14/2025Texas Capital Bank Wealth Management Services Inc162,044$2.49M0.3%+246.2%0.184%
5/13/2025Cresset Asset Management LLC43,553$669K0.0%-4.4%0.049%
5/13/2025Wealthedge Investment Advisors LLC129,692$1.99M0.9%+110.2%0.147%
5/13/2025Kovitz Investment Group Partners LLC170,591$2.62M0.0%-34.1%0.194%
5/13/2025HighTower Advisors LLC117,983$1.81M0.0%-4.7%0.134%
5/12/2025Independent Advisor Alliance187,446$2.88M0.1%-1.1%0.213%
5/12/2025Virtu Financial LLC34,800$535K0.0%+30.6%0.040%
(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, 235 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 14,756,571 shares in the last 24 months. This purchase volume represents approximately $223.70M 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), Osaic Holdings Inc. ($333.28K), Pinnacle Associates Ltd. ($303.77K), LSV Asset Management ($262.97K), Beacon Pointe Advisors LLC ($251.76K), Carnegie Investment Counsel ($195.18K), and JPMorgan Chase & Co. ($186.60K).

How much institutional selling is happening at Oaktree Specialty Lending?

Institutional investors have sold a total of 4,121,739 shares in the last 24 months. This volume of shares sold represents approximately $61.53M in transactions.


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This page (NASDAQ:OCSL) was last updated on 10/6/2025 by MarketBeat.com Staff
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