Free Trial
→ The end may be near for these iconic stocks (From Chaikin Analytics) (Ad)tc pixel Free OFS Stock Alerts

OFS Capital (OFS) Institutional Ownership

OFS Capital logo
$4.11 -0.16 (-3.75%)
Closing price 04:00 PM Eastern
Extended Trading
$4.12 +0.01 (+0.24%)
As of 07:30 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.
Compare

Institutional Ownership Changes (13F Filings) for OFS Capital (NASDAQ:OFS)

Current
Institutional Ownership
Percentage
10.81%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.26M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.20M
Get OFS Insider Trade Alerts

Want to know when executives and insiders are buying or selling OFS Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

OFS Institutional Buying and Selling by Quarter

OFS Capital Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Concorde Asset Management LLC33,550$124K0.1%+85.4%0.250%
8/18/2026Concorde Asset Management LLC33,550$124K0.1%N/A0.250%
8/13/2026Sanctuary Advisors LLC12,102$43K0.0%N/A0.090%
6/1/2026Concorde Asset Management LLC18,100$64K0.0%N/A0.135%
5/19/2026Arkadios Wealth Advisors35,788$127K0.0%-38.1%0.267%
5/2/2026International Assets Investment Management LLC109,948$377K0.0%-28.2%0.821%
4/20/2026Ritholtz Wealth Management11,842$42K0.0%-30.7%0.088%
2/18/2026Virtus Investment Advisers LLC82,221$391K0.1%+24.0%0.000%
2/17/2026Royal Bank of Canada11,500$55K0.0%+53.3%0.000%
2/16/2026Squarepoint Ops LLC42,369$202K0.0%N/A0.000%
2/13/2026Marshall Wace LLP79,122$377K0.0%N/A0.000%
2/13/2026Arkadios Wealth Advisors57,831$275K0.0%-25.6%0.000%
2/12/2026Jane Street Group LLC13,869$66K0.0%N/A0.000%
2/11/2026O Shaughnessy Asset Management LLC62,957$300K0.0%-9.2%0.470%
2/3/2026International Assets Investment Management LLC153,198$729K0.0%-8.8%0.000%
1/23/2026Ritholtz Wealth Management17,088$81K0.0%-26.4%0.000%
11/17/2025Bulldog Investors LLP57,639$443K0.1%-54.7%0.430%
11/14/2025Two Sigma Investments LP120,908$930K0.0%+5.8%0.902%
10/31/2025International Assets Investment Management LLC168,003$1.42M0.1%+16.9%0.000%
10/29/2025Arkadios Wealth Advisors77,724$598K0.0%-7.6%0.000%
10/28/2025Ritholtz Wealth Management23,226$179K0.0%-43.5%0.000%
8/15/2025Ameriprise Financial Inc.60,871$514K0.0%-21.9%0.000%
8/13/2025Virtus Investment Advisers LLC61,914$523K0.2%-21.2%0.000%
8/12/2025Advisors Asset Management Inc.85,088$718K0.0%-51.7%0.000%
8/7/2025Connor Clark & Lunn Investment Management Ltd.63,166$533K0.0%+5.2%0.000%
8/4/2025Arkadios Wealth Advisors84,140$710K0.0%-3.6%0.000%
7/28/2025Ritholtz Wealth Management41,105$347K0.0%N/A0.000%
5/21/2025Acadian Asset Management LLC20,989$193K0.0%-65.4%0.157%
5/15/2025Trexquant Investment LP51,547$479K0.0%-15.1%0.385%
5/12/2025Connor Clark & Lunn Investment Management Ltd.60,061$558K0.0%+22.4%0.448%
5/1/2025Fort Sheridan Advisors LLC10,770$100K0.0%N/A0.080%
4/23/2025International Assets Investment Management LLC143,597$1.33M0.0%+3.0%1.072%
4/9/2025NBC Securities Inc.3,919$36K0.0%+130,533.3%0.029%
2/17/2025Two Sigma Advisers LP199,200$1.61M0.0%+16.3%1.487%
2/17/2025Bulldog Investors LLP113,563$916K0.2%N/A0.847%
2/17/2025Bank of America Corp DE7,079$57K0.0%+245.3%0.053%
2/14/2025Virtus ETF Advisers LLC64,344$519K0.2%+15.8%0.480%
2/12/2025Trexquant Investment LP60,704$490K0.0%+36.8%0.453%
2/11/2025LPL Financial LLC25,319$204K0.0%-24.4%0.189%
2/10/2025Connor Clark & Lunn Investment Management Ltd.49,066$396K0.0%+44.5%0.366%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
1/15/2025Arkadios Wealth Advisors88,293$713K0.0%+7.7%0.659%
1/8/2025International Assets Investment Management LLC139,397$1.11M0.1%-88.2%1.040%
11/15/2024Jane Street Group LLC13,551$115K0.0%N/A0.101%
11/8/2024Advisors Asset Management Inc.244,849$2.07M0.0%-2.8%1.828%
11/8/2024Connor Clark & Lunn Investment Management Ltd.33,957$287K0.0%-6.2%0.253%
10/24/2024Arkadios Wealth Advisors81,961$693K0.0%+7.3%0.612%
10/22/2024International Assets Investment Management LLC1,180,017$9.97M0.0%+783.4%8.807%
10/15/2024NBC Securities Inc.3,621$30K0.0%-46.5%0.027%
9/5/2024Sanctuary Advisors LLC12,102$114K0.0%N/A0.090%
8/6/2024Acadian Asset Management LLC66,280$586K0.0%-55.9%0.495%
8/1/2024Ritholtz Wealth Management15,271$135K0.0%-35.4%0.114%
7/30/2024International Assets Investment Management LLC133,577$1.19M0.1%-21.4%0.997%
7/29/2024Arkadios Wealth Advisors76,386$678K0.0%+80.6%0.570%
5/14/2024Advisors Asset Management Inc.287,580$2.86M0.1%+6.2%2.146%
5/13/2024O Shaughnessy Asset Management LLC50,287$499K0.0%-13.6%0.375%
5/10/2024Acadian Asset Management LLC150,422$1.49M0.0%-27.6%1.123%
4/30/2024Arkadios Wealth Advisors42,303$420K0.0%+108.1%0.316%
4/11/2024International Assets Investment Management LLC170,053$1.69M0.0%+4.8%1.269%
4/1/2024Confluence Investment Management LLC98,000$973K0.0%N/A0.731%
2/12/2024Cape Investment Advisory Inc.10,914$128K0.1%N/A0.081%
2/7/2024Access Investment Management LLC32,500$380K0.1%N/A0.243%
2/1/2024Sigma Planning Corp33,561$393K0.0%-36.8%0.250%
1/25/2024International Assets Investment Management LLC162,203$1.90M0.0%+9.5%1.210%
1/24/2024Arkadios Wealth Advisors20,333$238K0.0%+17.6%0.152%
1/24/2024International Assets Investment Management LLC1,897,775$22.20M0.0%+1,180.8%14.163%
1/18/2024Ritholtz Wealth Management29,298$343K0.0%+25.2%0.219%
11/15/2023Advisors Asset Management Inc.306,045$3.44M0.1%+7.0%2.284%
11/14/2023O Shaughnessy Asset Management LLC47,401$533K0.0%+39.0%0.354%
11/13/2023Connor Clark & Lunn Investment Management Ltd.15,911$179K0.0%N/A0.119%
11/13/2023Acadian Asset Management LLC202,591$2.28M0.0%+18.6%1.512%
11/8/2023Janney Montgomery Scott LLC12,835$144K0.0%-73.6%0.096%
11/8/2023Atria Wealth Solutions Inc.43,911$494K0.0%N/A0.328%
11/7/2023Virtus ETF Advisers LLC33,544$377K0.2%+79.4%0.250%
11/4/2023NBC Securities Inc.7,254$81K0.0%N/A0.054%
10/13/2023Ritholtz Wealth Management23,400$263K0.0%+43.9%0.175%
10/10/2023International Assets Investment Management LLC148,168$1.63M0.1%+45.9%1.106%
10/10/2023Confluence Investment Management LLC109,260$1.23M0.0%-35.4%0.815%
10/4/2023International Assets Investment Management LLC148,168$1.63M0.1%+45.9%1.106%
8/11/2023O Shaughnessy Asset Management LLC34,103$337K0.0%-9.3%0.255%
8/7/2023Acadian Asset Management LLC170,840$1.69M0.0%-17.4%1.275%
8/2/2023Sigma Planning Corp53,621$530K0.0%+1.9%0.400%
7/27/2023Virtu Financial LLC32,885$325K0.0%N/A0.245%
7/3/2023Confluence Investment Management LLC169,233$1.67M0.0%-43.5%1.263%
5/11/2023Acadian Asset Management LLC206,857$2.13M0.0%-12.0%1.544%
5/8/2023Sigma Planning Corp52,615$541K0.0%+2.4%0.393%
5/2/2023Arkadios Wealth Advisors12,133$125K0.0%N/A0.091%
4/28/2023Janney Montgomery Scott LLC48,383$498K0.0%+11.2%0.361%
4/20/2023Ritholtz Wealth Management15,985$164K0.0%-26.4%0.119%
4/19/2023International Assets Investment Management LLC101,544$1.05M0.2%-35.6%0.758%
4/6/2023Wiley BROS. Aintree Capital LLC15,100$155K0.1%-18.8%0.113%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
4/4/2023Confluence Investment Management LLC299,274$3.08M0.0%-6.2%2.233%
2/10/2023O Shaughnessy Asset Management LLC50,126$511K0.0%+18.8%0.374%
2/8/2023Belpointe Asset Management LLC7,400$75K0.0%N/A0.055%
2/2/2023Silver Oak Securities Incorporated10,000$102K0.0%N/A0.075%
2/1/2023Janney Montgomery Scott LLC43,509$442K0.0%+4.4%0.325%
1/30/2023International Assets Investment Management LLC157,720$1.60M0.1%+115.5%1.178%
1/24/2023Sigma Planning Corp51,405$522K0.0%+10.6%0.384%
1/19/2023Ritholtz Wealth Management21,706$220K0.0%+32.5%0.162%
11/14/2022Virtus ETF Advisers LLC22,215$183K0.1%-10.2%0.166%
11/10/2022Sigma Planning Corp46,476$382K0.0%-7.1%0.347%


OFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of OFS Capital. The most heavily invested institutionals were Two Sigma Advisers LP ($1.61M), Two Sigma Investments LP ($930K), Advisors Asset Management Inc. ($718K), Connor Clark & Lunn Investment Management Ltd. ($533K), Virtus ETF Advisers LLC ($519K), Ameriprise Financial Inc. ($514K), and Trexquant Investment LP ($479K).Learn more on OFS Capital's institutional investors.

10.81% of OFS Capital's stock is owned by institutional investors. Learn more on OFS's institutional investor holdings.

Of the 19 institutional investors that purchased OFS Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.07M), Bulldog Investors LLP ($113.56K), Marshall Wace LLP ($79.12K), Concorde Asset Management LLC ($67.10K), Squarepoint Ops LLC ($42.37K), Ritholtz Wealth Management ($41.11K), and Connor Clark & Lunn Investment Management Ltd. ($29.21K).

Institutional investors have bought a total of 265,397 shares in the last 24 months. This purchase volume represents approximately $1.26M in transactions.

The following institutional investors have sold OFS Capital stock in the last 24 months: Bulldog Investors LLP ($69.55K), International Assets Investment Management LLC ($58.06K), Arkadios Wealth Advisors ($48.35K), Ritholtz Wealth Management ($29.26K), and O Shaughnessy Asset Management LLC ($6.36K).

Institutional investors have sold a total of 211,582 shares in the last 24 months. This volume of shares sold represents approximately $1.20M in transactions.


Related Companies

Institutional ownership data for NASDAQ:OFS 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.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel