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OFS Capital (OFS) Institutional Ownership

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$4.00 +0.11 (+2.83%)
Closing price 04:00 PM Eastern
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$4.00 0.00 (-0.02%)
As of 04:16 PM Eastern
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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
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OFS Institutional Buying and Selling by Quarter

OFS Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Concorde Asset Management LLC33,550$124K0.1%+85.4%0.250%
8/18/2026 Concorde Asset Management LLC33,550$124K0.1%N/A0.250%
8/13/2026 Sanctuary Advisors LLC12,102$43K0.0%N/A0.090%
6/1/2026 Concorde Asset Management LLC18,100$64K0.0%N/A0.135%
5/19/2026 Arkadios Wealth Advisors35,788$127K0.0%-38.1%0.267%
5/2/2026 International Assets Investment Management LLC109,948$377K0.0%-28.2%0.821%
4/20/2026 Ritholtz Wealth Management11,842$42K0.0%-30.7%0.088%
2/18/2026 Virtus Investment Advisers LLC82,221$391K0.1%+24.0%0.000%
2/17/2026 Royal Bank of Canada11,500$55K0.0%+53.3%0.000%
2/16/2026 Squarepoint Ops LLC42,369$202K0.0%N/A0.000%
2/13/2026 Marshall Wace LLP79,122$377K0.0%N/A0.000%
2/13/2026 Arkadios Wealth Advisors57,831$275K0.0%-25.6%0.000%
2/12/2026 Jane Street Group LLC13,869$66K0.0%N/A0.000%
2/11/2026 O Shaughnessy Asset Management LLC62,957$300K0.0%-9.2%0.470%
2/3/2026 International Assets Investment Management LLC153,198$729K0.0%-8.8%0.000%
1/23/2026 Ritholtz Wealth Management17,088$81K0.0%-26.4%0.000%
11/17/2025 Bulldog Investors LLP57,639$443K0.1%-54.7%0.430%
11/14/2025 Two Sigma Investments LP120,908$930K0.0%+5.8%0.902%
10/31/2025 International Assets Investment Management LLC168,003$1.42M0.1%+16.9%0.000%
10/29/2025 Arkadios Wealth Advisors77,724$598K0.0%-7.6%0.000%
10/28/2025 Ritholtz Wealth Management23,226$179K0.0%-43.5%0.000%
8/15/2025 Ameriprise Financial Inc.60,871$514K0.0%-21.9%0.000%
8/13/2025 Virtus Investment Advisers LLC61,914$523K0.2%-21.2%0.000%
8/12/2025 Advisors Asset Management Inc.85,088$718K0.0%-51.7%0.000%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.63,166$533K0.0%+5.2%0.000%
8/4/2025 Arkadios Wealth Advisors84,140$710K0.0%-3.6%0.000%
7/28/2025 Ritholtz 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%
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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%
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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.
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