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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$11.61 -0.10 (-0.85%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$11.71 +0.10 (+0.83%)
As of 07/31/2026 07:35 PM 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)
123
Total
Institutional Inflows
(last 12 months)
$110.17M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$46.81M
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Fiduciary Financial Group LLC185,270$2.21M0.3%+20.3%0.210%
7/9/2026 Valeo Financial Advisors LLC27,500$328K0.0%-23.3%0.031%
7/1/2026 Confluence Investment Management LLC105,926$1.27M0.0%-0.9%0.120%
6/10/2026 FAS 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%
5/8/2026 Triad Investment Management197,330$2.23M2.5%-1.8%0.224%
5/8/2026NewGen 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%
5/1/2026Fifth 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%
4/24/2026MQS 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%
4/16/2026SG 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%
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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%
2/17/2026Russell 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%
2/13/2026 Kestra Advisory Services LLC6,788$86K0.0%N/A0.008%
2/13/2026VPR Management LLC15,494$197K0.1%+88.0%0.018%
2/13/2026AlTi 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%
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%
2/12/2026Private 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%
2/11/2026Janney Montgomery Scott LLC33,627$428K0.0%-11.3%0.038%
2/11/2026Wills Financial Group LLC295,317$3.76M1.4%+26.9%0.335%
2/11/2026 Claret Asset Management Corp1,660,588$21.16M2.5%-1.9%1.885%
2/11/2026LPL Financial LLC162,818$2.07M0.0%-4.4%0.185%
2/11/2026 Closed End Fund Advisors Inc.11,604$148K0.1%N/A0.013%
2/11/2026BI 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%
2/10/2026Essex Financial Services Inc.17,000$217K0.0%N/A0.019%
2/10/2026Bruni J V & Co. Co.2,495,710$31.80M3.1%+0.3%2.833%
2/10/2026Northwestern 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%
2/9/2026Melia Wealth LLC1,218,806$15.53M7.2%+0.2%1.384%
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2/9/2026 Steel Grove Capital Advisors LLC41,935$534K0.1%N/A0.048%
2/9/2026 Arnhold LLC209,845$2.67M0.2%+16.7%0.238%
2/9/2026Fisher Asset Management LLC10,325$132K0.0%N/A0.012%
2/9/2026Clearstead Advisors LLC16,501$210K0.0%-6.6%0.019%
2/9/2026Legal & General Group Plc616,676$7.85M0.0%+15.7%0.700%
2/6/2026LSV Asset Management139,966$1.78M0.0%-5.9%0.159%
2/6/2026ProShare Advisors LLC16,925$216K0.0%-5.6%0.019%
2/6/2026HighTower 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%


OCSL Institutional Ownership - Frequently Asked Questions

During the previous two years, 236 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 202 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 UBS Group AG ($491.46K).

Institutional investors have bought a total of 8,506,284 shares in the last 24 months. This purchase volume represents approximately $110.17M in transactions.

Of the 76 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 3,600,131 shares in the last 24 months. This volume of shares sold represents approximately $46.81M in transactions.


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This page (NASDAQ:OCSL) was last updated on 8/1/2026 by MarketBeat.com Staff.
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