Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$13.72 +0.15 (+1.07%)
As of 02:47 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Oaktree Specialty Lending (NASDAQ:OCSL)

Current
Institutional Ownership
Percentage
36.79%
Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$213.51M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$56.86M
Get OCSL Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

OCSL Institutional Buying and Selling by Quarter

Oaktree Specialty Lending Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Claret Asset Management Corp1,700,738$23.23M3.0%+11.8%1.931%
8/13/2025Wealthedge Investment Advisors LLC96,807$1.32M0.6%-25.4%0.110%
8/13/2025Lido Advisors LLC106,141$1.45M0.0%-8.7%0.120%
8/13/2025Virtus Investment Advisers LLC82,913$1.13M0.4%-9.3%0.094%
8/12/2025Advisors Asset Management Inc.104,228$1.42M0.0%-42.0%0.118%
8/12/2025Private Management Group Inc.2,406,670$32.88M1.1%+10.1%2.732%
8/12/2025Legal & General Group Plc549,208$7.50M0.0%+0.2%0.623%
8/12/2025JPMorgan Chase & Co.49,140$671K0.0%-59.4%0.056%
8/11/2025 United Advisor Group LLC229,304$3.13M0.5%+3.2%0.260%
8/11/2025 Nordwand Advisors LLC56,311$769K0.1%-2.1%0.064%
8/11/2025 LSV Asset Management300,403$4.10M0.0%-44.8%0.341%
8/11/2025 Nomura Asset Management Co. Ltd.3,394$46K0.0%N/A0.004%
8/8/2025 MTM Investment Management LLC2,500$34K0.0%N/A0.003%
8/8/2025 Rockefeller Capital Management L.P.368,923$5.04M0.0%+10.3%0.419%
8/8/2025 Creative Planning53,128$726K0.0%+1.9%0.060%
8/8/2025 Marble Harbor Investment Counsel LLC18,000$246K0.0%-10.2%0.020%
8/7/2025 Samalin Investment Counsel LLC87,512$1.20M0.5%+2.6%0.099%
8/7/2025 Allworth Financial LP3,482$48K0.0%N/A0.004%
8/7/2025 ProShare Advisors LLC14,518$198K0.0%-12.7%0.016%
8/6/2025 HORAN Wealth LLC11,757$161K0.0%N/A0.013%
8/5/2025 Castlekeep Investment Advisors LLC321,059$4.39M2.1%+0.6%0.364%
8/4/2025 Pinnacle Associates Ltd.99,587$1.36M0.0%-33.8%0.113%
8/4/2025 REDW Wealth LLC20,000$273K0.1%+53.8%0.023%
8/4/2025 Muzinich & Co. Inc.260,854$3.56M1.5%+13.3%0.296%
8/4/2025 Flagship Harbor Advisors LLC36,310$496K0.0%-5.9%0.041%
8/1/2025 Pasadena Private Wealth LLC28,901$395K0.1%N/A0.033%
8/1/2025 Envestnet Asset Management Inc.14,262$195K0.0%-83.1%0.016%
7/31/2025 Whipplewood Advisors LLC73,216$1M0.5%+138,043.4%0.083%
7/31/2025 Sumitomo Mitsui Trust Group Inc.240,769$3.29M0.0%+7.1%0.273%
7/30/2025 Denali Advisors LLC144,458$1.97M0.2%-2.2%0.164%
7/30/2025 Jackson Thornton Wealth Management LLC35,601$502K0.1%-2.2%0.040%
7/29/2025 Chicago Partners Investment Group LLC18,317$264K0.0%-8.2%0.021%
7/29/2025 Arnhold LLC152,345$2.08M0.2%-6.2%0.173%
7/28/2025 Generali Asset Management SPA SGR1,888,566$25.80M0.6%+74.2%2.144%
7/28/2025 Melia Wealth LLC990,458$13.53M6.5%+12.6%1.124%
7/28/2025 Naviter Wealth LLC175,837$2.40M0.3%+12.7%0.200%
7/25/2025 Atria Wealth Solutions Inc.23,186$317K0.0%+23.0%0.026%
7/18/2025 Generali Investments CEE investicni spolecnost a.s.23,020$314K0.0%+10.1%0.026%
7/17/2025 Janney Montgomery Scott LLC37,708$515K0.0%-12.7%0.043%
7/17/2025 GraniteShares Advisors LLC183,742$2.51M1.5%+6.7%0.209%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.

See his full breakdown of the seven stocks to own now
7/17/2025 Sonora Investment Management Group LLC18,100$247K0.0%+15.3%0.021%
7/16/2025 Rezny Wealth Management Inc.187,957$2.57M0.6%-33.7%0.213%
7/16/2025 Old Port Advisors67,004$915K0.2%N/A0.076%
7/16/2025 Arlington Capital Management Inc.68,855$941K0.8%N/A0.078%
7/15/2025 Avaii Wealth Management LLC28,212$385K0.2%+75.5%0.032%
7/15/2025 Bfsg LLC13,475$184K0.0%+5.4%0.015%
7/14/2025 Abound Wealth Management2,577$35K0.0%N/A0.003%
7/11/2025 Mandatum Life Insurance Co Ltd37,714$515K0.1%-14.8%0.043%
7/10/2025 Sovran Advisors LLC29,882$422K0.0%-2.4%0.034%
7/3/2025 Fiduciary Financial Group LLC60,457$831K0.2%+12.8%0.069%
6/27/2025Goldman Sachs Group Inc.67,370$1.04M0.0%-44.1%0.076%
5/21/2025 Westbourne Investments Inc.10,000$154K0.1%N/A0.011%
5/20/2025Anchor Investment Management LLC3,200$49K0.0%N/A0.004%
5/19/2025Jane Street Group LLC37,759$580K0.0%-59.2%0.043%
5/16/2025Arete Wealth Advisors LLC10,435$160K0.0%N/A0.012%
5/16/2025Caxton Associates LLP47,194$725K0.0%N/A0.054%
5/16/2025Sciencast Management LP11,300$174K0.0%N/A0.013%
5/16/2025Goldman Sachs Group Inc.67,370$1.04M0.0%-44.1%0.076%
5/16/2025Financial Strategies Group Inc.46,352$657K0.2%+24.0%0.053%
5/16/2025AQR Capital Management LLC36,419$559K0.0%-3.6%0.041%
5/16/2025Advisors Asset Management Inc.179,664$2.76M0.1%-0.5%0.204%
5/15/2025Royal Bank of Canada468,879$7.20M0.0%+34.3%0.532%
5/15/2025MAI Capital Management29,157$448K0.0%+554.2%0.033%
5/15/2025Trexquant Investment LP275,060$4.23M0.0%+1,321.9%0.312%
5/14/2025 Samalin Investment Counsel LLC85,277$1.31M0.5%+110.4%0.097%
5/14/2025Gabelli Funds LLC180,912$2.78M0.0%-1.8%0.205%
5/14/2025Comerica Bank20,036$308K0.0%-3.8%0.023%
5/14/2025SVB Wealth LLC1,721$26K0.0%N/A0.002%
5/14/2025 Arnhold LLC162,345$2.49M0.3%+1.7%0.184%
5/14/2025BI Asset Management Fondsmaeglerselskab A S231,538$3.56M0.0%+20.2%0.263%
5/14/2025Texas Capital Bank Wealth Management Services Inc162,044$2.49M0.3%+246.2%0.184%
5/13/2025Cresset Asset Management LLC43,553$669K0.0%-4.4%0.049%
5/13/2025Wealthedge Investment Advisors LLC129,692$1.99M0.9%+110.2%0.147%
5/13/2025Kovitz Investment Group Partners LLC170,591$2.62M0.0%-34.1%0.194%
5/13/2025 HighTower Advisors LLC117,983$1.81M0.0%-4.7%0.134%
5/12/2025 Independent Advisor Alliance187,446$2.88M0.1%-1.1%0.213%
5/12/2025Virtu Financial LLC34,800$535K0.0%+30.6%0.040%
5/12/2025Entropy Technologies LP19,859$305K0.0%-44.6%0.023%
5/12/2025Invesco Ltd.729,995$11.21M0.0%-16.7%0.829%
5/12/2025 Rezny Wealth Management Inc.283,333$4.35M1.1%+3.4%0.322%
5/12/2025National Bank of Canada FI1,691$26K0.0%+259.0%0.002%
5/9/2025 Chicago Partners Investment Group LLC19,944$306K0.0%-15.4%0.023%
5/9/2025Plan Group Financial LLC74,648$1.15M0.4%+71.2%0.085%
5/9/2025Wills Financial Group LLC231,835$3.56M1.6%N/A0.263%
5/9/2025 Marble Harbor Investment Counsel LLC20,050$308K0.0%-46.7%0.023%
5/9/2025 PNC Financial Services Group Inc.3,050$47K0.0%N/A0.004%
5/8/2025 US Bancorp DE3,256$50K0.0%+388.9%0.004%
5/7/2025 Melia Wealth LLC879,520$13.51M7.0%+9.8%1.069%
5/7/2025LPL Financial LLC159,341$2.45M0.0%+49.4%0.194%
5/7/2025 Cornerstone Advisory LLC87,613$1.35M0.2%-49.1%0.107%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.

See his full breakdown of the seven stocks to own now
5/7/2025Private Management Group Inc.2,185,006$33.56M1.2%+2.6%2.657%
5/6/2025 Cetera Investment Advisers27,176$417K0.0%+20.3%0.033%
5/6/2025 Pinnacle Associates Ltd.150,381$2.31M0.0%-62.7%0.183%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH54,600$839K0.0%-28.3%0.066%
5/5/2025Lindbrook Capital LLC29,815$458K0.0%+75.4%0.036%
5/5/2025FAS Wealth Partners Inc.20,195$310K0.0%-25.1%0.025%
5/5/2025 Denali Advisors LLC147,769$2.27M0.3%+3.2%0.180%
5/5/2025 Muzinich & Co. Inc.230,151$3.54M2.0%-3.0%0.280%
5/5/2025 Mandatum Life Insurance Co Ltd44,274$680K0.2%+19.9%0.054%
5/2/2025 Castlekeep Investment Advisors LLC319,275$4.90M2.5%+651.4%0.388%
(Data available from 1/1/2016 forward)

OCSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCSL shares?

During the previous two years, 232 institutional investors and hedge funds held shares of Oaktree Specialty Lending. The most heavily invested institutionals were Private Management Group Inc. ($32.88M), Van ECK Associates Corp ($32.01M), Bruni J V & Co. Co. ($29.48M), Generali Asset Management SPA SGR ($25.80M), Claret Asset Management Corp ($23.23M), Balyasny Asset Management L.P. ($18.11M), and Greenwich Investment Management Inc. ($16.59M).Learn more on Oaktree Specialty Lending's institutional investors.

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

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

Which institutional investors have been buying Oaktree Specialty Lending's stock?

Of the 201 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. ($1.67M), Generali Asset Management SPA SGR ($1.34M), Balyasny Asset Management L.P. ($1.19M), Castlekeep Investment Advisors LLC ($972.81K), Melia Wealth LLC ($898.46K), Van ECK Associates Corp ($896.32K), and Invesco Ltd. ($813.35K).

How much institutional buying is happening at Oaktree Specialty Lending?

Institutional investors have bought a total of 13,996,178 shares in the last 24 months. This purchase volume represents approximately $213.51M in transactions.

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

Of the 71 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: Two Sigma Investments LP ($347.58K), Pinnacle Associates Ltd. ($303.77K), LSV Asset Management ($262.97K), Marshall Wace LLP ($241.07K), Beacon Pointe Advisors LLC ($221.06K), Carnegie Investment Counsel ($195.18K), and JPMorgan Chase & Co. ($186.60K).

How much institutional selling is happening at Oaktree Specialty Lending?

Institutional investors have sold a total of 3,741,645 shares in the last 24 months. This volume of shares sold represents approximately $56.86M in transactions.


Related Companies

This page (NASDAQ:OCSL) was last updated on 8/13/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsored
New Federal Land Rush About to Start?
A $100 Trillion Wealth Shift Is Already Underway Lithium. Oil. Gold. Trillions in U.S. resources are being ...
Stansberry Research | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored