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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$14.08 +0.16 (+1.15%)
Closing price 07/3/2025 01:26 PM Eastern
Extended Trading
$14.14 +0.05 (+0.39%)
As of 04:00 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)
$206.54M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$49.58M
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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
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%
5/21/2025Westbourne 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%
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%
5/14/2025Arnhold 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%
5/12/2025Rezny 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%
5/9/2025Chicago 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%
5/8/2025US Bancorp DE3,256$50K0.0%+388.9%0.004%
5/7/2025Melia Wealth LLC879,520$13.51M7.0%+9.8%1.069%
5/7/2025LPL Financial LLC159,341$2.45M0.0%+49.4%0.194%
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5/7/2025Cornerstone 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%
5/6/2025Pinnacle 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%
5/5/2025Denali Advisors LLC147,769$2.27M0.3%+3.2%0.180%
5/5/2025Muzinich & Co. Inc.230,151$3.54M2.0%-3.0%0.280%
5/5/2025Mandatum Life Insurance Co Ltd44,274$680K0.2%+19.9%0.054%
5/2/2025Castlekeep Investment Advisors LLC319,275$4.90M2.5%+651.4%0.388%
4/30/2025Round Rock Advisors LLC107,504$1.65M0.3%+354.1%0.131%
4/29/2025Envestnet Asset Management Inc.84,470$1.30M0.0%-27.5%0.103%
4/29/2025REDW Wealth LLC13,000$200K0.1%N/A0.016%
4/29/2025Generali Investments CEE investicni spolecnost a.s.20,914$321K0.0%N/A0.025%
4/29/2025Jackson Thornton Wealth Management LLC36,419$523K0.1%-3.6%0.044%
4/25/2025Naviter Wealth LLC156,047$2.49M0.3%+1.5%0.190%
4/25/2025Almanack Investment Partners LLC.16,361$251K0.0%N/A0.020%
4/25/2025Sovran Advisors LLC30,608$439K0.1%-83.6%0.037%
4/24/2025Vista Investment Partners II LLC28,291$435K0.2%-58.9%0.034%
4/23/2025Oppenheimer & Co. Inc.24,806$381K0.0%N/A0.030%
4/22/2025Flagship Harbor Advisors LLC38,579$593K0.0%+9.2%0.047%
4/22/2025Cambridge 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%
4/22/2025Canton Hathaway LLC7,350$113K0.0%+152.6%0.009%
4/22/2025Register Financial Advisors LLC11,043$170K0.1%-6.3%0.013%
4/22/2025Stonegate Investment Group LLC14,013$215K0.0%+22.2%0.017%
4/21/2025Blue Trust Inc.68,622$1.05M0.0%+43.4%0.083%
4/21/2025United Advisor Group LLC222,156$3.41M0.7%+7.7%0.270%
4/17/2025Janney Montgomery Scott LLC43,196$663K0.0%+42.6%0.053%
4/16/2025Avaii Wealth Management LLC16,073$247K0.1%N/A0.020%
4/16/2025GraniteShares Advisors LLC172,258$2.65M1.7%+6.5%0.209%
4/15/2025Sonora 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%
4/10/2025Hennion & 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%
2/24/2025United 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%
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2/17/2025Brevan Howard Capital Management LP31,586$483K0.0%N/A0.038%
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%
(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 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: 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 13,151,358 shares in the last 24 months. This purchase volume represents approximately $206.54M in transactions.

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

Of the 70 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. ($252.98K), Marshall Wace LLP ($241.07K), Beacon Pointe Advisors LLC ($221.06K), Carnegie Investment Counsel ($195.18K), Sovran Advisors LLC ($155.56K), and Invesco Ltd. ($145.92K).

How much institutional selling is happening at Oaktree Specialty Lending?

Institutional investors have sold a total of 3,164,327 shares in the last 24 months. This volume of shares sold represents approximately $49.58M in transactions.


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This page (NASDAQ:OCSL) was last updated on 7/7/2025 by MarketBeat.com Staff
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