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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$15.73 +0.10 (+0.64%)
Closing price 03/25/2025 04:00 PM Eastern
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$15.72 -0.01 (-0.03%)
As of 08:02 AM 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)
122
Total
Institutional Inflows
(last 12 months)
$214.83M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$51.90M
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OCSL Institutional Buying and Selling by Quarter

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Oaktree Specialty Lending Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/12/2025 Wealthedge Investment Advisors LLC61,690$943K0.4%N/A0.075%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH76,100$1.16M0.0%N/A0.093%
2/24/2025 United Advisor Group LLC206,359$3.15M0.6%+32.7%0.251%
2/20/2025 Castlekeep Investment Advisors LLC42,493$649K0.1%N/A0.052%
2/18/2025 Alpine Global Management LLC280,000$4.28M0.9%+180.0%0.340%
2/18/2025 Cornerstone Advisory LLC172,233$2.72M0.3%+167.4%0.209%
2/18/2025 Adalta Capital Management LLC25,000$382K0.2%-44.6%0.030%
2/17/2025 Two Sigma Investments LP164,036$2.51M0.0%-67.9%0.199%
2/17/2025 Two Sigma Advisers LP369,941$5.65M0.0%-13.4%0.450%
2/17/2025 ProShare Advisors LLC14,910$228K0.0%+16.6%0.018%
2/17/2025 Millennium Management LLC384,944$5.88M0.0%N/A0.468%
2/17/2025 D. E. Shaw & Co. Inc.170,899$2.61M0.0%N/A0.208%
2/17/2025 Cresset Asset Management LLC45,574$696K0.0%-50.4%0.055%
2/17/2025 Cetera Investment Advisers22,587$345K0.0%-12.5%0.027%
2/17/2025 Brevan Howard Capital Management LP31,586$483K0.0%N/A0.038%
2/17/2025 Castlekeep Investment Advisors LLC651,753$9.96M0.1%N/A0.792%
2/17/2025 CF Capital LLC307,000$4.69M5.1%N/A0.373%
2/17/2025 Balyasny Asset Management L.P.1,185,150$18.11M0.0%N/A1.441%
2/17/2025 Bank of America Corp DE26,933$412K0.0%-70.7%0.033%
2/17/2025 Ameriprise Financial Inc.30,349$464K0.0%-23.9%0.037%
2/14/2025 FAS Wealth Partners Inc.26,973$412K0.0%-11.0%0.033%
2/14/2025 Jane Street Group LLC92,579$1.42M0.0%+555.4%0.113%
2/14/2025 Comerica Bank20,824$318K0.0%+71.2%0.025%
2/14/2025 Schonfeld Strategic Advisors LLC152,600$2.33M0.0%N/A0.186%
2/14/2025 Lido Advisors LLC124,558$1.90M0.0%+3.8%0.151%
2/14/2025 Northern Trust Corp57,539$879K0.0%+31.0%0.070%
2/14/2025 Beacon Pointe Advisors LLC32,091$490K0.0%-87.3%0.039%
2/14/2025 Aquatic Capital Management LLC28,504$436K0.0%N/A0.035%
2/14/2025 Oxford Asset Management LLP11,676$178K0.1%N/A0.014%
2/14/2025 Wills Financial Group Inc.166,498$2.54M1.1%N/A0.202%
2/14/2025 Virtus ETF Advisers LLC75,651$1.16M0.5%+38.7%0.092%
2/14/2025 Arnhold LLC159,680$2.44M0.2%+25.6%0.194%
2/14/2025 Kovitz Investment Group Partners LLC258,853$3.96M0.0%+48.2%0.315%
2/14/2025 Alpine Global Management LLC280,000$4.28M1.0%+180.0%0.340%
2/14/2025 Stifel Financial Corp50,633$774K0.0%-6.7%0.062%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S192,624$2.94M0.0%+2,098.4%0.234%
2/14/2025 Claret Asset Management Corp1,495,190$22.85M3.6%+0.9%1.818%
2/13/2025 Marshall Wace LLP77,428$1.18M0.0%-67.7%0.094%
2/13/2025 Gabelli Funds LLC184,299$2.82M0.0%+3.4%0.224%
2/13/2025 Guggenheim Capital LLC27,234$416K0.0%+7.9%0.033%
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2/13/2025 Mariner LLC92,332$1.41M0.0%-5.7%0.112%
2/13/2025 Barclays PLC165,855$2.53M0.0%+56.8%0.202%
2/13/2025 TT Capital Management LLC94,494$1.47M1.2%N/A0.115%
2/13/2025 Advisors Capital Management LLC215,084$3.29M0.1%-3.7%0.262%
2/13/2025 Melia Wealth LLC801,216$12.24M6.4%+5.2%0.974%
2/13/2025 Texas Capital Bank Wealth Management Services Inc46,804$715K0.1%-56.9%0.057%
2/13/2025 LSV Asset Management833,797$12.74M0.0%-2.2%1.014%
2/13/2025 Raymond James Financial Inc.45,880$701K0.0%N/A0.056%
2/13/2025 Legal & General Group Plc544,463$8.31M0.0%-8.9%0.662%
2/13/2025 Invesco Ltd.875,913$13.38M0.0%+1,300.1%1.065%
2/13/2025 Envestnet Asset Management Inc.116,510$1.78M0.0%N/A0.142%
2/13/2025 Wells Fargo & Company MN350,176$5.35M0.0%-16.2%0.426%
2/12/2025 Trexquant Investment LP19,344$296K0.0%N/A0.024%
2/12/2025 CIBC Private Wealth Group LLC2,000$30K0.0%-58.3%0.002%
2/12/2025 DnB Asset Management AS151,485$2.32M0.0%+29.4%0.184%
2/12/2025 JPMorgan Chase & Co.163,387$2.50M0.0%+101.9%0.199%
2/12/2025 Arlington Capital Management Inc.48,429$740K0.5%N/A0.059%
2/11/2025 Jackson Thornton Wealth Management LLC37,789$577K0.1%N/A0.046%
2/11/2025 LPL Financial LLC106,660$1.63M0.0%-16.0%0.130%
2/11/2025 Samalin Investment Counsel LLC40,534$619K0.3%-27.8%0.049%
2/11/2025 Fox Run Management L.L.C.15,525$237K0.0%+54.4%0.019%
2/11/2025 Virtu Financial LLC26,646$407K0.0%N/A0.032%
2/11/2025 MRP Capital Investments LLC10,687$163K0.1%-35.0%0.013%
2/10/2025 Generali Asset Management SPA SGR538,318$8.23M0.2%N/A0.654%
2/10/2025 Advisors Asset Management Inc.180,648$2.76M0.1%-16.9%0.220%
2/10/2025 Glenview Trust co16,148$247K0.0%-46.0%0.020%
2/10/2025 Corient Private Wealth LLC58,241$890K0.0%+102.7%0.071%
2/10/2025 Commonwealth Equity Services LLC116,533$1.78M0.0%+15.5%0.142%
2/7/2025 HighTower Advisors LLC123,788$1.89M0.0%-12.3%0.151%
2/7/2025 Wealthfront Advisers LLC15,166$232K0.0%N/A0.018%
2/7/2025 Vista Investment Partners II LLC68,794$1.05M0.6%N/A0.084%
2/7/2025 Independent Advisor Alliance189,583$2.90M0.0%-3.6%0.230%
2/7/2025 Jackson Hole Capital Partners LLC18,651$285K0.1%+10.9%0.023%
2/7/2025 Naviter Wealth LLC153,731$2.35M0.3%N/A0.187%
2/7/2025 Nordwand Advisors LLC57,516$879K0.4%-8.5%0.070%
2/6/2025 Raymond James Financial Inc.45,880$701K0.0%N/A0.056%
2/5/2025 Bruni J V & Co. Co.1,929,491$29.48M3.3%+26.0%2.346%
2/5/2025 Muzinich & Co. Inc.237,302$3.63M2.3%+13.2%0.289%
2/5/2025 Whipplewood Advisors LLC30,429$465K0.3%N/A0.037%
2/4/2025 GraniteShares Advisors LLC161,818$2.47M1.6%+44.2%0.197%
2/4/2025 Denali Advisors LLC143,256$2.19M0.2%-9.4%0.174%
2/4/2025 Canton Hathaway LLC2,910$44K0.0%N/A0.004%
2/4/2025 Y Intercept Hong Kong Ltd22,465$343K0.0%-27.9%0.027%
1/31/2025 Plan Group Financial LLC43,594$666K0.4%+12.9%0.053%
1/31/2025 Bfsg LLC12,555$192K0.0%+52.1%0.015%
1/31/2025 Atria Wealth Solutions Inc.18,282$279K0.0%-7.3%0.022%
1/31/2025 Truist Financial Corp18,432$282K0.0%-12.4%0.022%
1/30/2025 Strategic Financial Concepts LLC20,368$311K0.0%N/A0.025%
1/30/2025 Blue Trust Inc.47,854$731K0.0%+84.1%0.058%
1/29/2025 Van ECK Associates Corp2,094,609$32.01M0.0%+3.5%2.547%
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1/29/2025 Sovran Advisors LLC186,163$2.84M0.4%N/A0.226%
1/28/2025 Entropy Technologies LP35,851$548K0.1%+7.0%0.044%
1/28/2025 Sumitomo Mitsui Trust Group Inc.225,306$3.44M0.0%+12.3%0.274%
1/28/2025 Strategic Financial Concepts LLC20,368$311K0.0%N/A0.025%
1/27/2025 Private Management Group Inc.2,129,202$32.53M1.2%+51.3%2.589%
1/24/2025 Financial Strategies Group Inc.37,388$559K0.1%+32.7%0.045%
1/24/2025 Round Rock Advisors LLC23,676$362K0.1%N/A0.029%
1/24/2025 Spire Wealth Management4,455$68K0.0%N/A0.005%
1/24/2025 Chicago Partners Investment Group LLC23,567$354K0.0%-18.3%0.029%
1/23/2025 Sonora Investment Management Group LLC13,700$209K0.0%N/A0.017%
(Data available from 1/1/2016 forward)

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OCSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCSL shares?

During the previous two years, 243 institutional investors and hedge funds held shares of Oaktree Specialty Lending. The most heavily invested institutionals were Bank Julius Baer & Co. Ltd Zurich ($169.36M), Private Management Group Inc. ($32.53M), Van ECK Associates Corp ($32.01M), Bruni J V & Co. Co. ($29.48M), Claret Asset Management Corp ($22.85M), Ares Management LLC ($20.23M), and Balyasny Asset Management L.P. ($18.11M).Learn more on OCSL's institutional investors.

What percentage of Oaktree Specialty Lending stock is owned by institutional investors?

36.79% of Oaktree Specialty Lending stock is owned by institutional investors. Learn more on OCSL's institutional investor holdings.

Which institutional investors have been buying Oaktree Specialty Lending stock?

Of the 195 institutional investors that purchased Oaktree Specialty Lending stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($8.72M), Private Management Group Inc. ($1.39M), Balyasny Asset Management L.P. ($1.19M), Van ECK Associates Corp ($1.05M), Invesco Ltd. ($813.35K), Melia Wealth LLC ($709.21K), and Castlekeep Investment Advisors LLC ($694.25K).

How much institutional buying is happening at Oaktree Specialty Lending?

Institutional investors have bought a total of 26,729,674 shares in the last 24 months. This purchase volume represents approximately $479.28M in transactions.

Which Oaktree Specialty Lending major shareholders have been selling company stock?

Of the 126 institutional investors that sold Oaktree Specialty Lending stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lindbrook Capital LLC ($3.49M), Bruni J V & Co. Co. ($3.05M), LSV Asset Management ($2.91M), Private Management Group Inc. ($2.67M), Ares Management LLC ($2.53M), Claret Asset Management Corp ($2.02M), and Cliffwater LLC ($1.69M).

How much institutional selling is happening at Oaktree Specialty Lending?

Institutional investors have sold a total of 32,604,298 shares in the last 24 months. This volume of shares sold represents approximately $609.87M in transactions.


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This page (NASDAQ:OCSL) was last updated on 3/26/2025 by MarketBeat.com Staff
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