Oaktree Specialty Lending (OCSL) Institutional Ownership

$12.06 +0.11 (+0.88%)

Closing price 03:59 PM Eastern

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$12.06 0.00 (-0.04%)

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Current Institutional Ownership Percentage: 36.79%
Number of Institutional Buyers (last 12 months): 130
Total Institutional Inflows (last 12 months): $126.28M

Number of Institutional Sellers (last 12 months): 78
Total Institutional Outflows (last 12 months): $50.15M

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OCSL Institutional Buying and Selling by Quarter

Oaktree Specialty Lending Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	NewEdge Advisors LLC	58,005	$655K	0.0%	+109.0%	0.066%
5/19/2026	Bank of America Corp DE	116,068	$1.31M	0.0%	+22.7%	0.132%
5/19/2026	Centaurus Financial Inc.	149,810	$1.69M	0.1%	+11.9%	0.170%
5/18/2026	Rivernorth Capital Management LLC	1,279,906	$14.46M	0.7%	+1.0%	1.453%
5/18/2026	Royal Bank of Canada	479,660	$5.42M	0.0%	+3.9%	0.545%
5/16/2026	Lazard Asset Management LLC	143,561	$1.62M	0.0%	-3.2%	0.163%
5/8/2026	Triad Investment Management	197,330	$2.23M	2.5%	-1.8%	0.224%
5/8/2026	NewGen Asset Management Ltd	40,500	$458K	0.2%	N/A	0.046%
5/5/2026	Cornerstone Advisory LLC	43,702	$494K	0.0%	+2.0%	0.050%
5/2/2026	International Assets Investment Management LLC	3,150	$35K	0.0%	+118.3%	0.004%
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5/1/2026	Fifth Third Bancorp	3,654	$41K	0.0%	N/A	0.004%
5/1/2026	Sovran Advisors LLC	26,378	$298K	0.0%	-31.2%	0.030%
4/27/2026	Y Intercept Hong Kong Ltd	11,771	$133K	0.0%	N/A	0.013%
4/27/2026	Sound Income Strategies LLC	53,995	$604K	0.0%	+9.2%	0.061%
4/24/2026	MQS Management LLC	16,076	$182K	0.1%	N/A	0.018%
4/23/2026	Next Level Private LLC	25,721	$291K	0.1%	N/A	0.029%
4/20/2026	TrueMark Investments LLC	29,133	$329K	0.1%	-65.0%	0.033%
4/16/2026	SG Americas Securities LLC	19,101	$216K	0.0%	-37.4%	0.022%
4/16/2026	BI Asset Management Fondsmaeglerselskab A S	240,928	$2.72M	0.0%	-6.5%	0.274%
3/17/2026	Rockefeller Capital Management L.P.	24,693	$315K	0.0%	-4.5%	0.028%
3/9/2026	Corient Private Wealth LLC	10,450	$133K	0.0%	-67.6%	0.012%
2/19/2026	Invesco Ltd.	55,376	$705K	0.0%	-93.8%	0.063%
2/19/2026	Corient Private Wealth LLC	10,450	$133K	0.0%	-67.6%	0.012%
2/18/2026	NewEdge Advisors LLC	27,748	$354K	0.0%	+87.7%	0.032%
2/18/2026	XTX Topco Ltd	135,868	$1.73M	0.0%	+1,061.2%	0.154%
2/18/2026	VARCOV Co.	80,024	$1.02M	0.4%	N/A	0.091%
2/18/2026	Virtus Investment Advisers LLC	64,479	$821K	0.2%	-18.8%	0.073%
2/18/2026	Toronto Dominion Bank	207,000	$2.64M	0.0%	N/A	0.235%
2/18/2026	Summit Securities Group LLC	380,000	$4.84M	0.6%	N/A	0.431%
2/18/2026	Rivernorth Capital Management LLC	1,267,698	$16.15M	0.8%	-4.0%	1.439%
2/18/2026	Oxford Asset Management LLP	15,885	$202K	0.1%	N/A	0.018%
2/18/2026	Millennium Management LLC	91,779	$1.17M	0.0%	+245.4%	0.104%
2/18/2026	Gotham Asset Management LLC	73,966	$942K	0.0%	N/A	0.084%
2/18/2026	Balyasny Asset Management L.P.	14,888	$190K	0.0%	N/A	0.017%
2/17/2026	Guggenheim Capital LLC	39,499	$503K	0.0%	+9.1%	0.045%
2/17/2026	Schonfeld Strategic Advisors LLC	30,767	$392K	0.0%	-33.9%	0.035%
2/17/2026	AQR Capital Management LLC	33,938	$432K	0.0%	-2.5%	0.039%
2/17/2026	Lazard Asset Management LLC	148,336	$1.89M	0.0%	+46.0%	0.168%
2/17/2026	Wealthedge Investment Advisors LLC	11,459	$146K	0.1%	-83.9%	0.013%
2/17/2026	Jump Financial LLC	25,874	$330K	0.0%	N/A	0.029%
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2/17/2026	Calydon Capital	20,885	$266K	0.0%	-16.8%	0.024%
2/17/2026	Osaic Holdings Inc.	177,744	$2.27M	0.0%	-21.1%	0.202%
2/17/2026	Advisory Services Network LLC	29,932	$381K	0.0%	-14.2%	0.034%
2/17/2026	Running Point Capital Advisors LLC	28,789	$367K	0.1%	+3.1%	0.033%
2/17/2026	Russell Investments Group Ltd.	240,455	$3.06M	0.0%	N/A	0.273%
2/17/2026	Captrust Financial Advisors	15,907	$203K	0.0%	N/A	0.018%
2/17/2026	ExodusPoint Capital Management LP	23,594	$301K	0.0%	N/A	0.027%
2/17/2026	Royal Bank of Canada	461,443	$5.88M	0.0%	-9.2%	0.524%
2/16/2026	Squarepoint Ops LLC	48,336	$616K	0.0%	N/A	0.055%
2/16/2026	Mariner LLC	116,422	$1.48M	0.0%	+13.6%	0.132%
2/16/2026	Focus Partners Wealth	215,568	$2.75M	0.0%	N/A	0.245%
2/16/2026	Arax Advisory Partners	32,026	$408K	0.0%	N/A	0.036%
2/13/2026	Kestra Advisory Services LLC	6,788	$86K	0.0%	N/A	0.008%
2/13/2026	VPR Management LLC	15,494	$197K	0.1%	+88.0%	0.018%
2/13/2026	AlTi Global Inc.	35,210	$449K	0.0%	-31.8%	0.040%
2/13/2026	Stifel Financial Corp	35,665	$454K	0.0%	-15.8%	0.040%
2/13/2026	Ares Management LLC	1,933,305	$24.63M	1.2%	-0.6%	2.195%
2/13/2026	State Street Corp	100,349	$1.28M	0.0%	+23.9%	0.114%
2/13/2026	Sunbeam Capital Management LLC	19,085	$243K	0.1%	+23.9%	0.022%
2/13/2026	Van ECK Associates Corp	2,153,607	$27.44M	0.0%	-0.9%	2.445%
2/13/2026	Wells Fargo & Company MN	169,606	$2.16M	0.0%	-28.0%	0.193%
2/13/2026	Summit Financial LLC	40,123	$511K	0.0%	-2.2%	0.046%
2/12/2026	Advisors Asset Management Inc.	41,682	$531K	0.0%	-59.7%	0.047%
2/12/2026	Jane Street Group LLC	229,800	$2.93M	0.0%	+343.1%	0.261%
2/12/2026	Commonwealth Equity Services LLC	67,132	$855K	0.0%	-26.1%	0.076%
2/12/2026	SBE LLC DBA Cedar Cove Wealth Partners	109,744	$1.40M	0.7%	N/A	0.125%
2/12/2026	Marex Group plc	33,748	$430K	0.0%	N/A	0.038%
2/12/2026	Private Management Group Inc.	3,259,370	$41.52M	1.2%	+8.1%	3.700%
2/11/2026	Dorsey & Whitney Trust CO LLC	14,124	$180K	0.0%	N/A	0.016%
2/11/2026	Janney Montgomery Scott LLC	33,627	$428K	0.0%	-11.3%	0.038%
2/11/2026	Wills Financial Group LLC	295,317	$3.76M	1.4%	+26.9%	0.335%
2/11/2026	Claret Asset Management Corp	1,660,588	$21.16M	2.5%	-1.9%	1.885%
2/11/2026	LPL Financial LLC	162,818	$2.07M	0.0%	-4.4%	0.185%
2/11/2026	Closed End Fund Advisors Inc.	11,604	$148K	0.1%	N/A	0.013%
2/11/2026	BI Asset Management Fondsmaeglerselskab A S	257,662	$3.28M	0.0%	-11.4%	0.292%
2/11/2026	WINTON GROUP Ltd	16,300	$208K	0.0%	N/A	0.019%
2/11/2026	TT Capital Management LLC	95,942	$1.22M	1.0%	-11.1%	0.109%
2/10/2026	Lido Advisors LLC	117,232	$1.53M	0.0%	+1.5%	0.133%
2/10/2026	Goldman Sachs Group Inc.	13,597	$173K	0.0%	-64.2%	0.015%
2/10/2026	Essex Financial Services Inc.	17,000	$217K	0.0%	N/A	0.019%
2/10/2026	Bruni J V & Co. Co.	2,495,710	$31.80M	3.1%	+0.3%	2.833%
2/10/2026	Northwestern Mutual Wealth Management Co.	3,326	$42K	0.0%	N/A	0.004%
2/10/2026	Castlekeep Investment Advisors LLC	320,496	$4.08M	1.8%	-3.6%	0.364%
2/9/2026	Texas Capital Bank Wealth Management Services Inc	162,096	$2.07M	0.1%	-17.7%	0.184%
2/9/2026	Melia Wealth LLC	1,218,806	$15.53M	7.2%	+0.2%	1.384%
2/9/2026	Steel Grove Capital Advisors LLC	41,935	$534K	0.1%	N/A	0.048%
2/9/2026	Arnhold LLC	209,845	$2.67M	0.2%	+16.7%	0.238%
2/9/2026	Fisher Asset Management LLC	10,325	$132K	0.0%	N/A	0.012%
2/9/2026	Clearstead Advisors LLC	16,501	$210K	0.0%	-6.6%	0.019%
2/9/2026	Legal & General Group Plc	616,676	$7.85M	0.0%	+15.7%	0.700%
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2/6/2026	LSV Asset Management	139,966	$1.78M	0.0%	-5.9%	0.159%
2/6/2026	ProShare Advisors LLC	16,925	$216K	0.0%	-5.6%	0.019%
2/6/2026	HighTower Advisors LLC	181,174	$2.31M	0.0%	-32.4%	0.206%
2/5/2026	Gabelli Funds LLC	30,000	$382K	0.0%	-82.9%	0.034%
2/5/2026	Security National Bank	4,607	$59K	0.0%	+40.6%	0.005%
2/5/2026	DNB Asset Management AS	133,418	$1.70M	0.0%	-6.2%	0.151%
2/5/2026	Thrivent Financial for Lutherans	228,990	$2.92M	0.0%	N/A	0.260%
2/5/2026	Cornerstone Wealth Management LLC	12,754	$162K	0.0%	-13.9%	0.014%
2/4/2026	Independent Advisor Alliance	151,989	$1.94M	0.0%	-7.5%	0.173%
2/4/2026	Valeo Financial Advisors LLC	15,548	$198K	0.0%	N/A	0.018%

OCSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 241 institutional investors and hedge funds held shares of Oaktree Specialty Lending. The most heavily invested institutionals were Private Management Group Inc. ($41.52M), Bruni J V & Co. Co. ($31.80M), Van ECK Associates Corp ($27.44M), Generali Asset Management SPA SGR ($27.25M), 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 206 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. ($2.52M), Balyasny Asset Management L.P. ($1.67M), Generali Asset Management SPA SGR ($1.54M), Invesco Ltd. ($994.38K), Castlekeep Investment Advisors LLC ($984.10K), Bruni J V & Co. Co. ($701.39K), and Van ECK Associates Corp ($671.29K).

Institutional investors have bought a total of 9,676,514 shares in the last 24 months. This purchase volume represents approximately $126.28M in transactions.

Of the 78 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. ($855.64K), LSV Asset Management ($404.47K), Osaic Holdings Inc. ($380.76K), Gabelli Funds LLC ($156.38K), Advisors Asset Management Inc. ($137.28K), Wealthedge Investment Advisors LLC ($118.23K), and JPMorgan Chase & Co. ($115.49K).

Institutional investors have sold a total of 3,836,657 shares in the last 24 months. This volume of shares sold represents approximately $50.15M in transactions.

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This page (NASDAQ:OCSL) was last updated on 6/1/2026 by MarketBeat.com Staff.

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Oaktree Specialty Lending (OCSL) Institutional Ownership

OCSL Institutional Buying and Selling by Quarter

Oaktree Specialty Lending Major Shareholders & Ownership History

OCSL Institutional Ownership - Frequently Asked Questions

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Oaktree Specialty Lending (OCSL) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Oaktree Specialty Lending (NASDAQ:OCSL)

OCSL Institutional Buying and Selling by Quarter

Oaktree Specialty Lending Major Shareholders & Ownership History

OCSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCSL shares?

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

Which institutional investors have been buying Oaktree Specialty Lending's stock?

How much institutional buying is happening at Oaktree Specialty Lending?

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

How much institutional selling is happening at Oaktree Specialty Lending?

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