Oaktree Specialty Lending (OCSL) Institutional Ownership

$12.58 -0.08 (-0.63%)

Closing price 09/10/2026 04:00 PM Eastern

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$12.67 +0.09 (+0.69%)

As of 09/10/2026 07:56 PM Eastern

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Current Institutional Ownership Percentage: 36.79%
Number of Institutional Buyers (last 12 months): 115
Total Institutional Inflows (last 12 months): $166.90M

Number of Institutional Sellers (last 12 months): 73
Total Institutional Outflows (last 12 months): $44.85M

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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
9/9/2026	Tidal Investments LLC	37,660	$450K	0.0%	+5.2%	0.043%
9/9/2026	Triad Investment Management	88,563	$1.06M	1.2%	-55.1%	0.101%
9/9/2026	NewEdge Advisors LLC	65,078	$777K	0.0%	+12.2%	0.074%
9/9/2026	Squarepoint Ops LLC	19,182	$229K	0.0%	-75.5%	0.022%
8/27/2026	Corient Private Wealth LP	22,151	$264K	0.0%	+87.3%	0.025%
8/26/2026	HighTower Advisors LLC	188,588	$2.25M	0.0%	-38.8%	0.214%
8/23/2026	HB Wealth Management LLC	16,657	$199K	0.0%	N/A	0.019%
8/20/2026	BTG Pactual Asset Management US LLC	18,306	$219K	0.0%	-35.7%	0.021%
8/20/2026	Beach Point Capital Management LP	453,524	$5.42M	0.0%	-59.2%	0.515%
8/20/2026	Private Management Group Inc.	3,869,484	$46.20M	1.2%	+4.0%	4.393%
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8/19/2026	Van ECK Associates Corp	2,195,651	$26.22M	0.0%	+28.9%	2.493%
8/18/2026	Equitable Holdings Inc.	42,375	$506K	0.0%	N/A	0.048%
8/18/2026	Centaurus Financial Inc.	159,125	$1.90M	0.1%	N/A	0.181%
8/18/2026	Melia Wealth LLC	729,243	$8.71M	5.0%	N/A	0.828%
8/17/2026	Corient Private Wealth LP	22,152	$264K	0.0%	N/A	0.025%
8/17/2026	Bank of America Corp DE	150,251	$1.79M	0.0%	N/A	0.171%
8/14/2026	Castlekeep Investment Advisors LLC	289,711	$3.46M	1.7%	N/A	0.329%
8/14/2026	Legal & General Group Plc	752,396	$8.98M	0.0%	N/A	0.854%
8/14/2026	Palliser Capital UK Ltd	270,993	$3.24M	1.7%	N/A	0.308%
8/12/2026	Northwestern Mutual Wealth Management Co.	3,322	$40K	0.0%	N/A	0.004%
8/11/2026	Allworth Financial LP	3,416	$41K	0.0%	N/A	0.004%
8/11/2026	TrinityBridge Ltd	7,400	$88K	0.0%	N/A	0.008%
8/10/2026	Denali Advisors LLC	91,463	$1.09M	0.1%	-5.1%	0.104%
8/10/2026	Bruni J V & Co. Co.	2,474,804	$29.55M	0.0%	N/A	2.809%
8/10/2026	Avaii Wealth Management LLC	51,523	$615K	0.2%	N/A	0.058%
8/7/2026	Texas Capital Bank Wealth Management Services Inc	40,835	$488K	0.0%	N/A	0.046%
8/7/2026	BlackRock Inc.	333,996	$3.99M	0.0%	N/A	0.379%
8/3/2026	Plan Group Financial LLC	202,342	$2.42M	0.5%	N/A	0.230%
7/10/2026	Fiduciary Financial Group LLC	185,270	$2.21M	0.3%	+20.3%	0.210%
7/9/2026	Valeo Financial Advisors LLC	27,500	$328K	0.0%	-23.3%	0.031%
7/1/2026	Confluence Investment Management LLC	105,926	$1.27M	0.0%	-0.9%	0.120%
6/10/2026	FAS Wealth Partners Inc.	18,795	$212K	0.0%	-6.9%	0.021%
6/3/2026	NewEdge Advisors LLC	58,005	$655K	0.0%	+109.0%	0.066%
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%
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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%
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%
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%
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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%

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. ($46.20M), Bruni J V & Co. Co. ($29.55M), Generali Asset Management SPA SGR ($27.25M), Van ECK Associates Corp ($26.22M), 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 205 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. ($3.18M), Private Management Group Inc. ($2.67M), Balyasny Asset Management L.P. ($1.67M), Generali Asset Management SPA SGR ($1.54M), Castlekeep Investment Advisors LLC ($1.27M), Melia Wealth LLC ($1.19M), and Invesco Ltd. ($994.38K).

Institutional investors have bought a total of 13,440,902 shares in the last 24 months. This purchase volume represents approximately $166.90M in transactions.

Of the 73 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), LSV Asset Management ($160.44K), Gabelli Funds LLC ($156.38K), Triad Investment Management ($112.29K), and Wealthedge Investment Advisors LLC ($85.35K).

Institutional investors have sold a total of 3,578,087 shares in the last 24 months. This volume of shares sold represents approximately $44.85M 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 9/9/2026. New 13F filings are added each quarter as they're published.

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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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