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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$14.12 -0.30 (-2.08%)
Closing price 04:00 PM Eastern
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$14.27 +0.15 (+1.09%)
As of 07:35 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)
137
Total
Institutional Inflows
(last 12 months)
$208.74M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$48.76M
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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
5/20/2025Anchor 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%
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%
5/12/2025 Rezny Wealth Management Inc.283,333$4.35M1.1%+3.4%0.322%
5/12/2025 National 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%
5/9/2025 Plan Group Financial LLC74,648$1.15M0.4%+71.2%0.085%
5/9/2025 Wills Financial Group LLC231,835$3.56M1.6%N/A0.263%
5/9/2025 Marble Harbor Investment Counsel LLC20,050$308K0.0%-46.7%0.023%
5/9/2025 PNC 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%
5/7/2025 LPL Financial LLC159,341$2.45M0.0%+49.4%0.194%
5/7/2025 Cornerstone Advisory LLC87,613$1.35M0.2%-49.1%0.107%
5/7/2025 Private Management Group Inc.2,185,006$33.56M1.2%+2.6%2.657%
5/6/2025 Cetera Investment Advisers27,176$417K0.0%+20.3%0.033%
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5/6/2025 Pinnacle Associates Ltd.150,381$2.31M0.0%-62.7%0.183%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH54,600$839K0.0%-28.3%0.066%
5/5/2025 Lindbrook Capital LLC29,815$458K0.0%+75.4%0.036%
5/5/2025 FAS 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%
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%
3/12/2025 Wealthedge Investment Advisors LLC61,690$943K0.4%N/A0.075%
2/28/2025 Universal 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%
2/20/2025 Castlekeep Investment Advisors LLC42,493$649K0.1%N/A0.052%
2/18/2025 Alpine Global Management LLC280,000$4.28M0.9%+180.0%0.340%
2/18/2025 Cornerstone Advisory LLC172,233$2.72M0.3%+167.4%0.209%
2/18/2025 Adalta Capital Management LLC25,000$382K0.2%-44.6%0.030%
2/17/2025 Two Sigma Investments LP164,036$2.51M0.0%-67.9%0.199%
2/17/2025 Two Sigma Advisers LP369,941$5.65M0.0%-13.4%0.450%
2/17/2025 ProShare Advisors LLC14,910$228K0.0%+16.6%0.018%
2/17/2025 Millennium Management LLC384,944$5.88M0.0%N/A0.468%
2/17/2025 D. E. Shaw & Co. Inc.170,899$2.61M0.0%N/A0.208%
2/17/2025 Cresset Asset Management LLC45,574$696K0.0%-50.4%0.055%
2/17/2025 Cetera Investment Advisers22,587$345K0.0%-12.5%0.027%
2/17/2025 Brevan Howard Capital Management LP31,586$483K0.0%N/A0.038%
2/17/2025 Castlekeep Investment Advisors LLC651,753$9.96M0.1%N/A0.792%
2/17/2025 CF Capital LLC307,000$4.69M5.1%N/A0.373%
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2/17/2025 Balyasny Asset Management L.P.1,185,150$18.11M0.0%N/A1.441%
2/17/2025 Bank of America Corp DE26,933$412K0.0%-70.7%0.033%
2/17/2025 Ameriprise Financial Inc.30,349$464K0.0%-23.9%0.037%
2/14/2025 FAS Wealth Partners Inc.26,973$412K0.0%-11.0%0.033%
2/14/2025 Jane Street Group LLC92,579$1.42M0.0%+555.4%0.113%
2/14/2025 Comerica Bank20,824$318K0.0%+71.2%0.025%
2/14/2025 Schonfeld Strategic Advisors LLC152,600$2.33M0.0%N/A0.186%
2/14/2025 Lido Advisors LLC124,558$1.90M0.0%+3.8%0.151%
2/14/2025 Northern Trust Corp57,539$879K0.0%+31.0%0.070%
2/14/2025 Beacon Pointe Advisors LLC32,091$490K0.0%-87.3%0.039%
(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 Bank Julius Baer & Co. Ltd Zurich ($169.36M), Private Management Group Inc. ($33.56M), Van ECK Associates Corp ($32.01M), Bruni J V & Co. Co. ($29.48M), Claret Asset Management Corp ($22.85M), Balyasny Asset Management L.P. ($18.11M), and Greenwich Investment Management Inc. ($16.59M).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 200 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 ($8.71M), Private Management Group Inc. ($1.45M), Balyasny Asset Management L.P. ($1.19M), Van ECK Associates Corp ($1.05M), Castlekeep Investment Advisors LLC ($971.03K), Invesco Ltd. ($813.35K), and Melia Wealth LLC ($787.52K).

How much institutional buying is happening at Oaktree Specialty Lending?

Institutional investors have bought a total of 27,367,474 shares in the last 24 months. This purchase volume represents approximately $484.94M in transactions.

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

Of the 113 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: Lindbrook Capital LLC ($693.05K), 1832 Asset Management L.P. ($483.76K), Partners Group Holding AG ($402.96K), Two Sigma Investments LP ($347.58K), LSV Asset Management ($336.07K), Pinnacle Associates Ltd. ($294.09K), and Private Management Group Inc. ($280.31K).

How much institutional selling is happening at Oaktree Specialty Lending?

Institutional investors have sold a total of 6,338,239 shares in the last 24 months. This volume of shares sold represents approximately $113.29M in transactions.


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This page (NASDAQ:OCSL) was last updated on 5/21/2025 by MarketBeat.com Staff
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