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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$13.42 +0.14 (+1.02%)
As of 11:23 AM Eastern
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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)
137
Total
Institutional Inflows
(last 12 months)
$208.22M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$50.85M
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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
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%
8/6/2025 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%
6/27/2025Goldman 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%
5/20/2025Anchor 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%
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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%
5/14/2025 Arnhold 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%
5/12/2025Entropy Technologies LP19,859$305K0.0%-44.6%0.023%
5/12/2025Invesco Ltd.729,995$11.21M0.0%-16.7%0.829%
5/12/2025 Rezny Wealth Management Inc.283,333$4.35M1.1%+3.4%0.322%
5/12/2025National Bank of Canada FI1,691$26K0.0%+259.0%0.002%
5/9/2025 Chicago Partners Investment Group LLC19,944$306K0.0%-15.4%0.023%
5/9/2025Plan Group Financial LLC74,648$1.15M0.4%+71.2%0.085%
5/9/2025Wills Financial Group LLC231,835$3.56M1.6%N/A0.263%
5/9/2025Marble Harbor Investment Counsel LLC20,050$308K0.0%-46.7%0.023%
5/9/2025PNC Financial Services Group Inc.3,050$47K0.0%N/A0.004%
5/8/2025 US Bancorp DE3,256$50K0.0%+388.9%0.004%
5/7/2025 Melia Wealth LLC879,520$13.51M7.0%+9.8%1.069%
5/7/2025LPL Financial LLC159,341$2.45M0.0%+49.4%0.194%
5/7/2025 Cornerstone Advisory LLC87,613$1.35M0.2%-49.1%0.107%
5/7/2025Private Management Group Inc.2,185,006$33.56M1.2%+2.6%2.657%
5/6/2025Cetera Investment Advisers27,176$417K0.0%+20.3%0.033%
5/6/2025 Pinnacle Associates Ltd.150,381$2.31M0.0%-62.7%0.183%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH54,600$839K0.0%-28.3%0.066%
5/5/2025Lindbrook Capital LLC29,815$458K0.0%+75.4%0.036%
5/5/2025FAS Wealth Partners Inc.20,195$310K0.0%-25.1%0.025%
5/5/2025 Denali Advisors LLC147,769$2.27M0.3%+3.2%0.180%
5/5/2025 Muzinich & Co. Inc.230,151$3.54M2.0%-3.0%0.280%
5/5/2025 Mandatum Life Insurance Co Ltd44,274$680K0.2%+19.9%0.054%
5/2/2025 Castlekeep Investment Advisors LLC319,275$4.90M2.5%+651.4%0.388%
4/30/2025 Round Rock Advisors LLC107,504$1.65M0.3%+354.1%0.131%
4/29/2025 Envestnet Asset Management Inc.84,470$1.30M0.0%-27.5%0.103%
4/29/2025 REDW Wealth LLC13,000$200K0.1%N/A0.016%
4/29/2025 Generali Investments CEE investicni spolecnost a.s.20,914$321K0.0%N/A0.025%
4/29/2025 Jackson Thornton Wealth Management LLC36,419$523K0.1%-3.6%0.044%
4/25/2025 Naviter Wealth LLC156,047$2.49M0.3%+1.5%0.190%
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4/25/2025 Almanack Investment Partners LLC.16,361$251K0.0%N/A0.020%
4/25/2025 Sovran Advisors LLC30,608$439K0.1%-83.6%0.037%
4/24/2025Vista Investment Partners II LLC28,291$435K0.2%-58.9%0.034%
4/23/2025 Oppenheimer & Co. Inc.24,806$381K0.0%N/A0.030%
4/22/2025 Flagship Harbor Advisors LLC38,579$593K0.0%+9.2%0.047%
4/22/2025 Cambridge Investment Research Advisors Inc.29,419$452K0.0%+3.0%0.036%
4/22/2025TT Capital Management LLC97,280$1.49M1.3%+2.9%0.118%
4/22/2025 Canton Hathaway LLC7,350$113K0.0%+152.6%0.009%
4/22/2025 Register Financial Advisors LLC11,043$170K0.1%-6.3%0.013%
4/22/2025 Stonegate Investment Group LLC14,013$215K0.0%+22.2%0.017%
(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, 231 institutional investors and hedge funds held shares of Oaktree Specialty Lending. The most heavily invested institutionals were Private Management Group Inc. ($33.56M), Van ECK Associates Corp ($32.01M), Bruni J V & Co. Co. ($29.48M), Generali Asset Management SPA SGR ($25.80M), Claret Asset Management Corp ($22.85M), Balyasny Asset Management L.P. ($18.11M), 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 201 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. ($1.45M), Generali Asset Management SPA SGR ($1.34M), Balyasny Asset Management L.P. ($1.19M), 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 13,591,456 shares in the last 24 months. This purchase volume represents approximately $208.22M in transactions.

Which of Oaktree Specialty Lending's major shareholders have been selling company stock?

Of the 68 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), Marshall Wace LLP ($241.07K), Beacon Pointe Advisors LLC ($221.06K), Carnegie Investment Counsel ($195.18K), Sovran Advisors LLC ($156.28K), and Invesco Ltd. ($145.92K).

How much institutional selling is happening at Oaktree Specialty Lending?

Institutional investors have sold a total of 3,300,051 shares in the last 24 months. This volume of shares sold represents approximately $50.85M in transactions.


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This page (NASDAQ:OCSL) was last updated on 8/8/2025 by MarketBeat.com Staff
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