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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$13.27 -1.13 (-7.82%)
Closing price 03:59 PM Eastern
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$13.27 0.00 (-0.03%)
As of 04:02 PM 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)
124
Total
Institutional Inflows
(last 12 months)
$199.07M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$50.33M
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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
4/30/2025Round 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%
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%
4/24/2025 Vista 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%
4/22/2025 TT 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%
4/21/2025 Blue Trust Inc.68,622$1.05M0.0%+43.4%0.083%
4/21/2025 United Advisor Group LLC222,156$3.41M0.7%+7.7%0.270%
4/17/2025 Janney Montgomery Scott LLC43,196$663K0.0%+42.6%0.053%
4/16/2025 Avaii Wealth Management LLC16,073$247K0.1%N/A0.020%
4/16/2025 GraniteShares Advisors LLC172,258$2.65M1.7%+6.5%0.209%
4/15/2025 Sonora Investment Management Group LLC15,700$241K0.0%+14.6%0.019%
4/15/2025 Fiduciary Financial Group LLC53,610$823K0.2%+197.6%0.065%
4/10/2025 Hennion & Walsh Asset Management Inc.129,607$1.99M0.1%-25.6%0.158%
4/1/2025 Confluence Investment Management LLC136,401$2.10M0.0%+4.6%0.166%
3/12/2025Wealthedge Investment Advisors LLC61,690$943K0.4%N/A0.075%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH76,100$1.16M0.0%N/A0.093%
2/24/2025 United Advisor Group LLC206,359$3.15M0.6%+32.7%0.251%
2/20/2025Castlekeep Investment Advisors LLC42,493$649K0.1%N/A0.052%
2/18/2025Alpine Global Management LLC280,000$4.28M0.9%+180.0%0.340%
2/18/2025Cornerstone Advisory LLC172,233$2.72M0.3%+167.4%0.209%
2/18/2025Adalta Capital Management LLC25,000$382K0.2%-44.6%0.030%
2/17/2025Two Sigma Investments LP164,036$2.51M0.0%-67.9%0.199%
2/17/2025Two Sigma Advisers LP369,941$5.65M0.0%-13.4%0.450%
2/17/2025ProShare Advisors LLC14,910$228K0.0%+16.6%0.018%
2/17/2025Millennium Management LLC384,944$5.88M0.0%N/A0.468%
2/17/2025D. E. Shaw & Co. Inc.170,899$2.61M0.0%N/A0.208%
2/17/2025Cresset Asset Management LLC45,574$696K0.0%-50.4%0.055%
2/17/2025Cetera Investment Advisers22,587$345K0.0%-12.5%0.027%
2/17/2025Brevan Howard Capital Management LP31,586$483K0.0%N/A0.038%
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2/17/2025Castlekeep Investment Advisors LLC651,753$9.96M0.1%N/A0.792%
2/17/2025CF Capital LLC307,000$4.69M5.1%N/A0.373%
2/17/2025Balyasny Asset Management L.P.1,185,150$18.11M0.0%N/A1.441%
2/17/2025Bank of America Corp DE26,933$412K0.0%-70.7%0.033%
2/17/2025Ameriprise Financial Inc.30,349$464K0.0%-23.9%0.037%
2/14/2025FAS Wealth Partners Inc.26,973$412K0.0%-11.0%0.033%
2/14/2025Jane Street Group LLC92,579$1.42M0.0%+555.4%0.113%
2/14/2025Comerica Bank20,824$318K0.0%+71.2%0.025%
2/14/2025Schonfeld Strategic Advisors LLC152,600$2.33M0.0%N/A0.186%
2/14/2025Lido Advisors LLC124,558$1.90M0.0%+3.8%0.151%
2/14/2025Northern Trust Corp57,539$879K0.0%+31.0%0.070%
2/14/2025Beacon Pointe Advisors LLC32,091$490K0.0%-87.3%0.039%
2/14/2025Aquatic Capital Management LLC28,504$436K0.0%N/A0.035%
2/14/2025Oxford Asset Management LLP11,676$178K0.1%N/A0.014%
2/14/2025Wills Financial Group Inc.166,498$2.54M1.1%N/A0.202%
2/14/2025Virtus ETF Advisers LLC75,651$1.16M0.5%+38.7%0.092%
2/14/2025Arnhold LLC159,680$2.44M0.2%+25.6%0.194%
2/14/2025Kovitz Investment Group Partners LLC258,853$3.96M0.0%+48.2%0.315%
2/14/2025Alpine Global Management LLC280,000$4.28M1.0%+180.0%0.340%
2/14/2025Stifel Financial Corp50,633$774K0.0%-6.7%0.062%
2/14/2025BI Asset Management Fondsmaeglerselskab A S192,624$2.94M0.0%+2,098.4%0.234%
2/14/2025Claret Asset Management Corp1,495,190$22.85M3.6%+0.9%1.818%
2/13/2025Marshall Wace LLP77,428$1.18M0.0%-67.7%0.094%
2/13/2025Gabelli Funds LLC184,299$2.82M0.0%+3.4%0.224%
2/13/2025Guggenheim Capital LLC27,234$416K0.0%+7.9%0.033%
2/13/2025Mariner LLC92,332$1.41M0.0%-5.7%0.112%
2/13/2025Barclays PLC165,855$2.53M0.0%+56.8%0.202%
2/13/2025 TT Capital Management LLC94,494$1.47M1.2%N/A0.115%
2/13/2025Advisors Capital Management LLC215,084$3.29M0.1%-3.7%0.262%
2/13/2025Melia Wealth LLC801,216$12.24M6.4%+5.2%0.974%
2/13/2025Texas Capital Bank Wealth Management Services Inc46,804$715K0.1%-56.9%0.057%
2/13/2025LSV Asset Management833,797$12.74M0.0%-2.2%1.014%
2/13/2025Raymond James Financial Inc.45,880$701K0.0%N/A0.056%
2/13/2025Legal & General Group Plc544,463$8.31M0.0%-8.9%0.662%
2/13/2025Invesco Ltd.875,913$13.38M0.0%+1,300.1%1.065%
2/13/2025 Envestnet Asset Management Inc.116,510$1.78M0.0%N/A0.142%
2/13/2025Wells Fargo & Company MN350,176$5.35M0.0%-16.2%0.426%
2/12/2025Trexquant Investment LP19,344$296K0.0%N/A0.024%
2/12/2025CIBC Private Wealth Group LLC2,000$30K0.0%-58.3%0.002%
2/12/2025DnB Asset Management AS151,485$2.32M0.0%+29.4%0.184%
2/12/2025JPMorgan Chase & Co.163,387$2.50M0.0%+101.9%0.199%
2/12/2025Arlington Capital Management Inc.48,429$740K0.5%N/A0.059%
2/11/2025 Jackson Thornton Wealth Management LLC37,789$577K0.1%N/A0.046%
2/11/2025LPL Financial LLC106,660$1.63M0.0%-16.0%0.130%
2/11/2025Samalin Investment Counsel LLC40,534$619K0.3%-27.8%0.049%
2/11/2025Fox Run Management L.L.C.15,525$237K0.0%+54.4%0.019%
2/11/2025Virtu Financial LLC26,646$407K0.0%N/A0.032%
2/11/2025MRP Capital Investments LLC10,687$163K0.1%-35.0%0.013%
2/10/2025Generali Asset Management SPA SGR538,318$8.23M0.2%N/A0.654%
2/10/2025Advisors Asset Management Inc.180,648$2.76M0.1%-16.9%0.220%
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One company’s discovery could change power forever
2/10/2025Glenview Trust co16,148$247K0.0%-46.0%0.020%
2/10/2025Corient Private Wealth LLC58,241$890K0.0%+102.7%0.071%
2/10/2025Commonwealth Equity Services LLC116,533$1.78M0.0%+15.5%0.142%
2/7/2025HighTower Advisors LLC123,788$1.89M0.0%-12.3%0.151%
2/7/2025Wealthfront Advisers LLC15,166$232K0.0%N/A0.018%
2/7/2025 Vista Investment Partners II LLC68,794$1.05M0.6%N/A0.084%
2/7/2025Independent Advisor Alliance189,583$2.90M0.0%-3.6%0.230%
2/7/2025Jackson Hole Capital Partners LLC18,651$285K0.1%+10.9%0.023%
2/7/2025 Naviter Wealth LLC153,731$2.35M0.3%N/A0.187%
2/7/2025Nordwand Advisors LLC57,516$879K0.4%-8.5%0.070%
(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, 242 institutional investors and hedge funds held shares of Oaktree Specialty Lending. The most heavily invested institutionals were Bank Julius Baer & Co. Ltd Zurich ($169.36M), Private Management Group Inc. ($32.53M), Van ECK Associates Corp ($32.01M), Bruni J V & Co. Co. ($29.48M), Claret Asset Management Corp ($22.85M), Ares Management LLC ($20.23M), and Balyasny Asset Management L.P. ($18.11M).Learn more on OCSL's institutional investors.

What percentage of Oaktree Specialty Lending stock is owned by institutional investors?

36.79% of Oaktree Specialty Lending stock is owned by institutional investors. Learn more on OCSL's institutional investor holdings.

Which institutional investors have been buying Oaktree Specialty Lending stock?

Of the 197 institutional investors that purchased Oaktree Specialty Lending stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($8.72M), Private Management Group Inc. ($1.39M), Balyasny Asset Management L.P. ($1.19M), Van ECK Associates Corp ($1.05M), Invesco Ltd. ($813.35K), Melia Wealth LLC ($709.21K), and Castlekeep Investment Advisors LLC ($694.25K).

How much institutional buying is happening at Oaktree Specialty Lending?

Institutional investors have bought a total of 26,780,512 shares in the last 24 months. This purchase volume represents approximately $479.15M in transactions.

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

Of the 122 institutional investors that sold Oaktree Specialty Lending stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bruni J V & Co. Co. ($3.05M), LSV Asset Management ($2.91M), Private Management Group Inc. ($2.67M), Ares Management LLC ($2.53M), Cliffwater LLC ($1.69M), Van ECK Associates Corp ($1.28M), and Lindbrook Capital LLC ($693.05K).

How much institutional selling is happening at Oaktree Specialty Lending?

Institutional investors have sold a total of 22,373,622 shares in the last 24 months. This volume of shares sold represents approximately $416.90M in transactions.


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This page (NASDAQ:OCSL) was last updated on 5/1/2025 by MarketBeat.com Staff
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