Oaktree Specialty Lending OCSL Institutional Ownership

NASDAQ OCSL

$12.66 -0.11 (-0.86%)

At close: Sep 9, 2026 · 4:00 PM EDT

Institutions by Trading Activity

167 Institutions

Increased 80 47.9%

Unchanged 38 22.8%

Reduced 49 29.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

48.64%

▲+3.75 pp QoQ

Shares Held by Institutions

42.85Mn

of 88.09Mn outstanding

▲+18.10% QoQ

Shares Outstanding

88.09Mn

45.24Mn held outside 13F filers

Institutional Investors

167

filed 13F for Jun 2026

▼-19 vs prior quarter

Net Shares Added (QoQ)

+6.57Mn

accumulated since last quarter

Value of Holdings

$559.59Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Oaktree Specialty Lending Corp (NASDAQ:OCSL) appears in 167 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 48.6% of Oaktree Specialty Lending's outstanding shares in June 2026, up from 44.9% in March 2026.
They increased total shares held in OCSL by 18.1% quarter over quarter, and investors in Oaktree Specialty Lending decreased 13.02% from a year ago.
Of these 167 funds, 80 grew their exposure to Oaktree Specialty Lending, 49 cut back, and 38 maintained positions.
Altogether, these fund groups held 42.85Mn shares in OCSL by June 2026, up by 6.57Mn shares quarter on quarter, and up 9.93Mn shares year over year.
As of June 30, 2026, the biggest holder of Oaktree Specialty Lending is OAKTREE CAPITAL MANAGEMENT LP at 7.87Mn shares, representing 8.94% of shares outstanding.
Top purchasers of OCSL stock for the quarter ending June 2026 included OAKTREE CAPITAL MANAGEMENT LP (4.17Mn), Royal Bank Of Canada (2.44Mn), UBS Group AG (710.36K), VAN ECK ASSOCIATES CORP (492.07K), Russell Investments Group, Ltd. (333.47K).
The largest sellers of Oaktree Specialty Lending for the quarter ending June 2026 were Beach Point Capital Management LP (658.04K), TWO SIGMA INVESTMENTS, LP (542.98K), Melia Wealth LLC (511.86K), Triad Investment Management (510.47K), BI Asset Management Fondsmaeglerselskab A/S (191.44K).
According to Business Quant data, leading holders of OCSL for June 2026 are OAKTREE CAPITAL MANAGEMENT LP (7.87Mn), PRIVATE MANAGEMENT GROUP INC (3.87Mn), Royal Bank Of Canada (2.92Mn), BRUNI J V & CO /CO (2.47Mn), Morgan Stanley (2.4Mn), ARES MANAGEMENT LLC (2.2Mn), VAN ECK ASSOCIATES CORP (2.2Mn), Generali Asset Management SPA SGR (2.08Mn), UBS Group AG (2.08Mn), Claret Asset Management Corp (1.67Mn).

Form 13F Holdings

167 Institutional Holders

Report period 30 Jun, 2026

Total shares held 42.85Mn

Of outstanding 48.64%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	OAKTREE CAPITAL MANAGEMENT LP	0000949509	7,872,199	8.94%	▲4,167,287	+112.48%	$93.99Mn
2	PRIVATE MANAGEMENT GROUP INC	0001142031	3,869,484	4.39%	▲147,990	+3.98%	$46.20Mn
3	Royal Bank Of Canada	0001000275	2,924,437	3.32%	▲2,444,777	+509.69%	$34.92Mn
4	BRUNI J V & CO /CO	0001078841	2,474,804	2.81%	▼23,070	-0.92%	$29.55Mn
5	Morgan Stanley	0000895421	2,401,489	2.73%	▼160,315	-6.26%	$28.67Mn
6	ARES MANAGEMENT LLC	0001259313	2,204,305	2.50%	▲105,000	+5.00%	$26.32Mn
7	VAN ECK ASSOCIATES CORP	0000869178	2,195,651	2.49%	▲492,070	+28.88%	$26.22Mn
8	Generali Asset Management SPA SGR	0002046751	2,080,867	2.36%	▼7,114	-0.34%	$24.85Mn
9	UBS Group AG	0001610520	2,080,105	2.36%	▲710,360	+51.86%	$24.84Mn
10	Claret Asset Management Corp	0001735513	1,670,234	1.90%	▲1,747	+0.10%	$19.94K
11	Russell Investments Group, Ltd.	0001692234	1,054,187	1.20%	▲333,469	+46.27%	$12.59Mn
12	Legal & General Group Plc	0000764068	752,396	0.85%	▲67,383	+9.84%	$8.98Mn
13	Melia Wealth LLC	0001964047	729,243	0.83%	▼511,858	-41.24%	$8.71Mn
14	Beach Point Capital Management LP	0001453885	453,524	0.51%	▼658,035	-59.20%	$5.42Mn
15	Raymond James Financial Inc	0000720005	450,265	0.51%	▲26,242	+6.19%	$5.38Mn
16	Wells Fargo & Company/Mn	0000072971	366,890	0.42%	▲135,822	+58.78%	$4.38Mn
17	TWO SIGMA INVESTMENTS, LP	0001179392	340,283	0.39%	▼542,978	-61.47%	$4.06Mn
18	Muzinich & Co., Inc.	0001618824	334,737	0.38%	▲1,178	+0.35%	$4.00Mn
19	BlackRock, Inc.	0002012383	333,996	0.38%	▼7,861	-2.30%	$3.99Mn
20	Sumitomo Mitsui Trust Group, Inc.	0001475365	310,875	0.35%	0	0.00%	$3.71Mn

Showing 1 to 20 of 167 holders