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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$12.00 -0.11 (-0.87%)
As of 01:52 PM 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)
139
Total
Institutional Inflows
(last 12 months)
$136.89M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$53.33M
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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
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%
4/16/2026 SG 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%
2/19/2026Invesco 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%
2/18/2026 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%
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%
2/17/2026Osaic 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%
2/17/2026 Russell 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%
2/13/2026 Kestra Advisory Services LLC6,788$86K0.0%N/A0.008%
2/13/2026VPR Management LLC15,494$197K0.1%+88.0%0.018%
2/13/2026 AlTi 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%
2/13/2026State Street Corp100,349$1.28M0.0%+23.9%0.114%
2/13/2026 Sunbeam 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%
2/12/2026 Commonwealth Equity Services LLC67,132$855K0.0%-26.1%0.076%
2/12/2026 SBE LLC DBA Cedar Cove Wealth Partners109,744$1.40M0.7%N/A0.125%
2/12/2026Marex Group plc33,748$430K0.0%N/A0.038%
2/12/2026 Private Management Group Inc.3,259,370$41.52M1.2%+8.1%3.700%
2/11/2026Dorsey & Whitney Trust CO LLC14,124$180K0.0%N/A0.016%
2/11/2026 Janney Montgomery Scott LLC33,627$428K0.0%-11.3%0.038%
2/11/2026Wills Financial Group LLC295,317$3.76M1.4%+26.9%0.335%
2/11/2026Claret Asset Management Corp1,660,588$21.16M2.5%-1.9%1.885%
2/11/2026 LPL Financial LLC162,818$2.07M0.0%-4.4%0.185%
2/11/2026Closed End Fund Advisors Inc.11,604$148K0.1%N/A0.013%
2/11/2026 BI Asset Management Fondsmaeglerselskab A S257,662$3.28M0.0%-11.4%0.292%
2/11/2026WINTON GROUP Ltd16,300$208K0.0%N/A0.019%
2/11/2026TT Capital Management LLC95,942$1.22M1.0%-11.1%0.109%
2/10/2026Lido Advisors LLC117,232$1.53M0.0%+1.5%0.133%
2/10/2026Goldman Sachs Group Inc.13,597$173K0.0%-64.2%0.015%
2/10/2026 Essex Financial Services Inc.17,000$217K0.0%N/A0.019%
2/10/2026 Bruni J V & Co. Co.2,495,710$31.80M3.1%+0.3%2.833%
2/10/2026 Northwestern Mutual Wealth Management Co.3,326$42K0.0%N/A0.004%
2/10/2026Castlekeep Investment Advisors LLC320,496$4.08M1.8%-3.6%0.364%
2/9/2026Texas Capital Bank Wealth Management Services Inc162,096$2.07M0.1%-17.7%0.184%
2/9/2026 Melia Wealth LLC1,218,806$15.53M7.2%+0.2%1.384%
2/9/2026 Steel Grove Capital Advisors LLC41,935$534K0.1%N/A0.048%
2/9/2026Arnhold LLC209,845$2.67M0.2%+16.7%0.238%
2/9/2026 Fisher Asset Management LLC10,325$132K0.0%N/A0.012%
2/9/2026 Clearstead Advisors LLC16,501$210K0.0%-6.6%0.019%
2/9/2026 Legal & General Group Plc616,676$7.85M0.0%+15.7%0.700%
2/6/2026LSV Asset Management139,966$1.78M0.0%-5.9%0.159%
2/6/2026 ProShare Advisors LLC16,925$216K0.0%-5.6%0.019%
2/6/2026 HighTower Advisors LLC181,174$2.31M0.0%-32.4%0.206%
2/5/2026Gabelli Funds LLC30,000$382K0.0%-82.9%0.034%
2/5/2026 Security National Bank4,607$59K0.0%+40.6%0.005%
2/5/2026DNB Asset Management AS133,418$1.70M0.0%-6.2%0.151%
2/5/2026 Thrivent Financial for Lutherans228,990$2.92M0.0%N/A0.260%
2/5/2026 Cornerstone Wealth Management LLC12,754$162K0.0%-13.9%0.014%
2/4/2026Independent Advisor Alliance151,989$1.94M0.0%-7.5%0.173%
2/4/2026 Valeo Financial Advisors LLC15,548$198K0.0%N/A0.018%
2/3/2026 Denali Advisors LLC97,131$1.24M0.1%-13.3%0.110%
2/3/2026MGO One Seven LLC12,912$164K0.0%N/A0.015%
2/3/2026 Plan Group Financial LLC129,956$1.66M0.4%+13.8%0.148%
2/3/2026 Garner Asset Management Corp3,020$38K0.0%N/A0.003%
1/30/2026 Bogart Wealth LLC11,706$149K0.0%N/A0.013%
1/30/2026 American Capital Advisory LLC10,581$135K0.1%N/A0.012%


OCSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 243 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 207 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 10,340,996 shares in the last 24 months. This purchase volume represents approximately $136.89M 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 ($159.77K), Advisors Asset Management Inc. ($138.26K), Goldman Sachs Group Inc. ($130.49K), and Wealthedge Investment Advisors LLC ($118.23K).

Institutional investors have sold a total of 4,042,389 shares in the last 24 months. This volume of shares sold represents approximately $53.33M in transactions.


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This page (NASDAQ:OCSL) was last updated on 5/12/2026 by MarketBeat.com Staff.
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