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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$12.16 0.00 (0.00%)
Closing price 11/13/2026 04:00 PM Eastern
Extended Trading
$12.16 +0.00 (+0.04%)
As of 11/13/2026 07:30 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 Massive. Learn more.
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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)
100
Total
Institutional Inflows
(last 12 months)
$134.80M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$39.48M
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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
11/14/2026Marshall Wace LLP21,968$261K0.0%N/A0.025%
11/12/2026 Jackson Thornton Wealth Management LLC83,612$995K0.1%-1.1%0.095%
11/12/2026 State Street Corp130,689$1.56M0.0%-48.6%0.148%
11/11/2026 Advisors Asset Management Inc.37,474$446K0.0%N/A0.043%
11/10/2026 HighTower Advisors LLC190,950$2.27M0.0%+1.3%0.217%
11/6/2026 Russell Investments Group Ltd.1,080,595$12.86M0.0%+2.5%1.227%
11/6/2026 Fifth Third Bancorp6,024$72K0.0%+123.9%0.007%
11/5/2026 Lido Advisors LLC148,301$1.77M0.0%-5.0%0.168%
11/4/2026 Private Management Group Inc.4,010,332$47.72M1.2%+3.6%4.553%
11/3/2026 StoneX Group Inc.12,409$158K0.0%N/A0.014%
11/3/2026 United Advisor Group LLC291,321$3.47M0.3%-0.6%0.331%
11/2/2026 Commonwealth Equity Services LLC32,440$386K0.0%-48.1%0.037%
10/31/2026 Chicago Partners Investment Group LLC31,205$357K0.0%N/A0.035%
10/29/2026 Sumitomo Mitsui Trust Group Inc.341,805$4.07M0.0%+9.9%0.388%
10/29/2026 ProShare Advisors LLC15,346$183K0.0%-8.2%0.017%
10/27/2026 Generali Asset Management SPA SGR2,087,968$24.85M0.4%+0.3%2.370%
10/24/2026 Sigma Planning Corp14,747$175K0.0%N/A0.017%
10/21/2026 Pinnacle Associates Ltd.14,552$173K0.0%+12.8%0.017%
10/15/2026 TT Capital Management LLC95,385$1.14M0.6%+3.7%0.108%
10/15/2026 SBE LLC DBA Cedar Cove Wealth Partners133,596$1.59M0.8%+2.8%0.152%
10/9/2026 Sound Income Strategies LLC52,917$624K0.0%-12.2%0.060%
10/9/2026 Avaii Wealth Management LLC61,242$729K0.2%+18.9%0.070%
10/8/2026 Valeo Financial Advisors LLC35,600$424K0.0%+29.5%0.040%
9/9/2026Tidal Investments LLC37,660$450K0.0%+5.2%0.043%
9/9/2026 Triad Investment Management88,563$1.06M1.2%-55.1%0.101%
9/9/2026NewEdge Advisors LLC65,078$777K0.0%+12.2%0.074%
9/9/2026 Squarepoint Ops LLC19,182$229K0.0%-75.5%0.022%
8/27/2026Corient Private Wealth LP22,151$264K0.0%+87.3%0.025%
8/26/2026 HighTower Advisors LLC188,588$2.25M0.0%-38.8%0.214%
8/23/2026 HB Wealth Management LLC16,657$199K0.0%N/A0.019%
8/20/2026BTG Pactual Asset Management US LLC18,306$219K0.0%-35.7%0.021%
8/20/2026 Beach Point Capital Management LP453,524$5.42M0.0%-59.2%0.515%
8/20/2026 Private Management Group Inc.3,869,484$46.20M1.2%+4.0%4.393%
8/19/2026Van ECK Associates Corp2,195,651$26.22M0.0%+28.9%2.493%
8/18/2026Equitable Holdings Inc.42,375$506K0.0%N/A0.048%
8/18/2026 Centaurus Financial Inc.159,125$1.90M0.1%N/A0.181%
8/18/2026 Melia Wealth LLC729,243$8.71M5.0%N/A0.828%
8/17/2026Corient Private Wealth LP22,152$264K0.0%N/A0.025%
8/17/2026Bank of America Corp DE150,251$1.79M0.0%N/A0.171%
8/14/2026Castlekeep Investment Advisors LLC289,711$3.46M1.7%N/A0.329%
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8/14/2026Legal & General Group Plc752,396$8.98M0.0%N/A0.854%
8/14/2026Palliser Capital UK Ltd270,993$3.24M1.7%N/A0.308%
8/12/2026Northwestern Mutual Wealth Management Co.3,322$40K0.0%N/A0.004%
8/11/2026 Allworth Financial LP3,416$41K0.0%N/A0.004%
8/11/2026 TrinityBridge Ltd7,400$88K0.0%N/A0.008%
8/10/2026Denali Advisors LLC91,463$1.09M0.1%-5.1%0.104%
8/10/2026 Bruni J V & Co. Co.2,474,804$29.55M0.0%N/A2.809%
8/10/2026 Avaii Wealth Management LLC51,523$615K0.2%N/A0.058%
8/7/2026 Texas Capital Bank Wealth Management Services Inc40,835$488K0.0%N/A0.046%
8/7/2026BlackRock Inc.333,996$3.99M0.0%N/A0.379%
8/3/2026 Plan Group Financial LLC202,342$2.42M0.5%N/A0.230%
7/10/2026 Fiduciary Financial Group LLC185,270$2.21M0.3%+20.3%0.210%
7/9/2026 Valeo Financial Advisors LLC27,500$328K0.0%-23.3%0.031%
7/1/2026 Confluence Investment Management LLC105,926$1.27M0.0%-0.9%0.120%
6/10/2026FAS Wealth Partners Inc.18,795$212K0.0%-6.9%0.021%
6/3/2026NewEdge Advisors LLC58,005$655K0.0%+109.0%0.066%
5/19/2026NewEdge Advisors LLC58,005$655K0.0%+109.0%0.066%
5/19/2026Bank of America Corp DE116,068$1.31M0.0%+22.7%0.132%
5/19/2026 Centaurus Financial Inc.149,810$1.69M0.1%+11.9%0.170%
5/18/2026Rivernorth Capital Management LLC1,279,906$14.46M0.7%+1.0%1.453%
5/18/2026Royal Bank of Canada479,660$5.42M0.0%+3.9%0.545%
5/16/2026Lazard Asset Management LLC143,561$1.62M0.0%-3.2%0.163%
5/8/2026 Triad Investment Management197,330$2.23M2.5%-1.8%0.224%
5/8/2026 NewGen Asset Management Ltd40,500$458K0.2%N/A0.046%
5/5/2026 Cornerstone Advisory LLC43,702$494K0.0%+2.0%0.050%
5/2/2026 International Assets Investment Management LLC3,150$35K0.0%+118.3%0.004%
5/1/2026 Fifth Third Bancorp3,654$41K0.0%N/A0.004%
5/1/2026 Sovran Advisors LLC26,378$298K0.0%-31.2%0.030%
4/27/2026 Y Intercept Hong Kong Ltd11,771$133K0.0%N/A0.013%
4/27/2026 Sound Income Strategies LLC53,995$604K0.0%+9.2%0.061%
4/24/2026 MQS Management LLC16,076$182K0.1%N/A0.018%
4/23/2026 Next Level Private LLC25,721$291K0.1%N/A0.029%
4/20/2026 TrueMark Investments LLC29,133$329K0.1%-65.0%0.033%
4/16/2026SG Americas Securities LLC19,101$216K0.0%-37.4%0.022%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S240,928$2.72M0.0%-6.5%0.274%
3/17/2026Rockefeller Capital Management L.P.24,693$315K0.0%-4.5%0.028%
3/9/2026Corient Private Wealth LLC10,450$133K0.0%-67.6%0.012%
2/19/2026 Invesco Ltd.55,376$705K0.0%-93.8%0.063%
2/19/2026Corient Private Wealth LLC10,450$133K0.0%-67.6%0.012%
2/18/2026NewEdge Advisors LLC27,748$354K0.0%+87.7%0.032%
2/18/2026XTX Topco Ltd135,868$1.73M0.0%+1,061.2%0.154%
2/18/2026VARCOV Co.80,024$1.02M0.4%N/A0.091%
2/18/2026 Virtus Investment Advisers LLC64,479$821K0.2%-18.8%0.073%
2/18/2026Toronto Dominion Bank207,000$2.64M0.0%N/A0.235%
2/18/2026 Summit Securities Group LLC380,000$4.84M0.6%N/A0.431%
2/18/2026Rivernorth Capital Management LLC1,267,698$16.15M0.8%-4.0%1.439%
2/18/2026Oxford Asset Management LLP15,885$202K0.1%N/A0.018%
2/18/2026Millennium Management LLC91,779$1.17M0.0%+245.4%0.104%
2/18/2026Gotham Asset Management LLC73,966$942K0.0%N/A0.084%
2/18/2026Balyasny Asset Management L.P.14,888$190K0.0%N/A0.017%
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2/17/2026Guggenheim Capital LLC39,499$503K0.0%+9.1%0.045%
2/17/2026Schonfeld Strategic Advisors LLC30,767$392K0.0%-33.9%0.035%
2/17/2026AQR Capital Management LLC33,938$432K0.0%-2.5%0.039%
2/17/2026Lazard Asset Management LLC148,336$1.89M0.0%+46.0%0.168%
2/17/2026 Wealthedge Investment Advisors LLC11,459$146K0.1%-83.9%0.013%
2/17/2026Jump Financial LLC25,874$330K0.0%N/A0.029%
2/17/2026Calydon Capital20,885$266K0.0%-16.8%0.024%
2/17/2026 Osaic Holdings Inc.177,744$2.27M0.0%-21.1%0.202%
2/17/2026Advisory Services Network LLC29,932$381K0.0%-14.2%0.034%
2/17/2026Running Point Capital Advisors LLC28,789$367K0.1%+3.1%0.033%


OCSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 229 institutional investors and hedge funds held shares of Oaktree Specialty Lending. The most heavily invested institutionals were Private Management Group Inc. ($47.72M), Bruni J V & Co. Co. ($29.55M), Van ECK Associates Corp ($26.22M), Generali Asset Management SPA SGR ($24.85M), Ares Management LLC ($24.63M), Claret Asset Management Corp ($21.16M), and UBS Group AG ($16.99M).Learn more on Oaktree Specialty Lending's institutional investors.

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

Of the 195 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: Bruni J V & Co. Co. ($3.16M), Private Management Group Inc. ($2.14M), Balyasny Asset Management L.P. ($1.67M), Generali Asset Management SPA SGR ($1.55M), Castlekeep Investment Advisors LLC ($1.27M), Melia Wealth LLC ($1.19M), and Invesco Ltd. ($994.38K).

Institutional investors have bought a total of 11,014,164 shares in the last 24 months. This purchase volume represents approximately $134.80M in transactions.

Of the 63 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: Invesco Ltd. ($831.47K), Beach Point Capital Management LP ($658.04K), HighTower Advisors LLC ($206.33K), Gabelli Funds LLC ($145K), State Street Corp ($123.45K), Triad Investment Management ($112.29K), and Wells Fargo & Company MN ($65.91K).

Institutional investors have sold a total of 3,181,403 shares in the last 24 months. This volume of shares sold represents approximately $39.48M in transactions.


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Institutional ownership data for NASDAQ:OCSL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/14/2026. New 13F filings are added each quarter as they're published.
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