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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$11.90 -0.20 (-1.65%)
Closing price 09/30/2026 04:00 PM Eastern
Extended Trading
$11.61 -0.29 (-2.47%)
As of 04:10 AM 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)
114
Total
Institutional Inflows
(last 12 months)
$166.46M
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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Tidal Investments LLC37,660$450K0.0%+5.2%0.043%
9/9/2026Triad Investment Management88,563$1.06M1.2%-55.1%0.101%
9/9/2026NewEdge Advisors LLC65,078$777K0.0%+12.2%0.074%
9/9/2026Squarepoint Ops LLC19,182$229K0.0%-75.5%0.022%
8/27/2026Corient Private Wealth LP22,151$264K0.0%+87.3%0.025%
8/26/2026HighTower Advisors LLC188,588$2.25M0.0%-38.8%0.214%
8/23/2026HB Wealth Management LLC16,657$199K0.0%N/A0.019%
8/20/2026BTG Pactual Asset Management US LLC18,306$219K0.0%-35.7%0.021%
8/20/2026Beach Point Capital Management LP453,524$5.42M0.0%-59.2%0.515%
8/20/2026Private 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%
8/18/2026Centaurus Financial Inc.159,125$1.90M0.1%N/A0.181%
8/18/2026Melia 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%
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%
8/11/2026Allworth Financial LP3,416$41K0.0%N/A0.004%
8/11/2026TrinityBridge Ltd7,400$88K0.0%N/A0.008%
8/10/2026Denali Advisors LLC91,463$1.09M0.1%-5.1%0.104%
8/10/2026Bruni J V & Co. Co.2,474,804$29.55M0.0%N/A2.809%
8/10/2026Avaii Wealth Management LLC51,523$615K0.2%N/A0.058%
8/7/2026Texas Capital Bank Wealth Management Services Inc40,835$488K0.0%N/A0.046%
8/7/2026BlackRock Inc.333,996$3.99M0.0%N/A0.379%
8/3/2026Plan Group Financial LLC202,342$2.42M0.5%N/A0.230%
7/10/2026Fiduciary Financial Group LLC185,270$2.21M0.3%+20.3%0.210%
7/9/2026Valeo Financial Advisors LLC27,500$328K0.0%-23.3%0.031%
7/1/2026Confluence 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%
5/19/2026Centaurus 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%
5/8/2026Triad Investment Management197,330$2.23M2.5%-1.8%0.224%
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5/8/2026NewGen Asset Management Ltd40,500$458K0.2%N/A0.046%
5/5/2026Cornerstone Advisory LLC43,702$494K0.0%+2.0%0.050%
5/2/2026International Assets Investment Management LLC3,150$35K0.0%+118.3%0.004%
5/1/2026Fifth Third Bancorp3,654$41K0.0%N/A0.004%
5/1/2026Sovran Advisors LLC26,378$298K0.0%-31.2%0.030%
4/27/2026Y Intercept Hong Kong Ltd11,771$133K0.0%N/A0.013%
4/27/2026Sound Income Strategies LLC53,995$604K0.0%+9.2%0.061%
4/24/2026MQS Management LLC16,076$182K0.1%N/A0.018%
4/23/2026Next Level Private LLC25,721$291K0.1%N/A0.029%
4/20/2026TrueMark Investments LLC29,133$329K0.1%-65.0%0.033%
4/16/2026SG Americas Securities LLC19,101$216K0.0%-37.4%0.022%
4/16/2026BI 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%
2/19/2026Invesco 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%
2/18/2026Virtus Investment Advisers LLC64,479$821K0.2%-18.8%0.073%
2/18/2026Toronto Dominion Bank207,000$2.64M0.0%N/A0.235%
2/18/2026Summit 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%
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%
2/17/2026Wealthedge 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%
2/17/2026Osaic 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%
2/17/2026Russell Investments Group Ltd.240,455$3.06M0.0%N/A0.273%
2/17/2026Captrust Financial Advisors15,907$203K0.0%N/A0.018%
2/17/2026ExodusPoint Capital Management LP23,594$301K0.0%N/A0.027%
2/17/2026Royal Bank of Canada461,443$5.88M0.0%-9.2%0.524%
2/16/2026Squarepoint Ops LLC48,336$616K0.0%N/A0.055%
2/16/2026Mariner LLC116,422$1.48M0.0%+13.6%0.132%
2/16/2026Focus Partners Wealth215,568$2.75M0.0%N/A0.245%
2/16/2026Arax Advisory Partners32,026$408K0.0%N/A0.036%
2/13/2026Kestra Advisory Services LLC6,788$86K0.0%N/A0.008%
2/13/2026VPR Management LLC15,494$197K0.1%+88.0%0.018%
2/13/2026AlTi Global Inc.35,210$449K0.0%-31.8%0.040%
2/13/2026Stifel Financial Corp35,665$454K0.0%-15.8%0.040%
2/13/2026Ares Management LLC1,933,305$24.63M1.2%-0.6%2.195%
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2/13/2026State Street Corp100,349$1.28M0.0%+23.9%0.114%
2/13/2026Sunbeam Capital Management LLC19,085$243K0.1%+23.9%0.022%
2/13/2026Van ECK Associates Corp2,153,607$27.44M0.0%-0.9%2.445%
2/13/2026Wells Fargo & Company MN169,606$2.16M0.0%-28.0%0.193%
2/13/2026Summit Financial LLC40,123$511K0.0%-2.2%0.046%
2/12/2026Advisors Asset Management Inc.41,682$531K0.0%-59.7%0.047%
2/12/2026Jane Street Group LLC229,800$2.93M0.0%+343.1%0.261%
2/12/2026Commonwealth Equity Services LLC67,132$855K0.0%-26.1%0.076%
2/12/2026SBE LLC DBA Cedar Cove Wealth Partners109,744$1.40M0.7%N/A0.125%
2/12/2026Marex Group plc33,748$430K0.0%N/A0.038%


OCSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 240 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 13,409,102 shares in the last 24 months. This purchase volume represents approximately $166.46M 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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