Oaktree Specialty Lending Corp (OCSL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

3,090,639Shares held by institutions

$34,646,063Value of institutional holdings

37.37%Institutional ownership %

16.88%Shares Changed QoQ

192No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Oaktree Specialty Lending Corp (NASDAQ:OCSL) is held by 198 institutional investors per 13F filings through December 2025.

They owned 40.4% of outstanding stock in December 2025, up from 38.8% the prior quarter.
They increased total shares held in Oaktree Specialty Lending by 8.23% from last quarter, and the number of investors in OCSL increased 1.02% annually.
Among the 198 funds, 102 bought more Oaktree Specialty Lending shares, 68 sold down, and 28 held their ground.
Altogether, these fund groups held 35.57Mn shares in OCSL by December 2025, up by 2.7Mn shares quarter on quarter, and down 119.31K shares year over year.
PRIVATE MANAGEMENT GROUP INC is the top holder of Oaktree Specialty Lending as of December 31, 2025, with 3.26Mn shares representing 3.7% of outstanding stock.
The largest buyers of Oaktree Specialty Lending for the quarter ending December 2025 were UBS Group AG (429.3K), SUMMIT SECURITIES GROUP LLC (380.0K), TWO SIGMA INVESTMENTS, LP (351.93K), Raymond James Financial Inc (323.04K), PRIVATE MANAGEMENT GROUP INC (245.21K).
The largest sellers of Oaktree Specialty Lending for the quarter ending December 2025 were Invesco Ltd. (831.47K), Bank Of America Corp /De/ (315.25K), GABELLI FUNDS LLC (145.0K), HighTower Advisors, LLC (86.74K), Wells Fargo & Company/Mn (65.9K).
According to Business Quant data, leading holders of OCSL for December 2025 are PRIVATE MANAGEMENT GROUP INC (3.26Mn), Morgan Stanley (2.96Mn), BRUNI J V & CO /CO (2.5Mn), VAN ECK ASSOCIATES CORP (2.15Mn), Generali Asset Management SPA SGR (2.09Mn), ARES MANAGEMENT LLC (1.93Mn), OAKTREE CAPITAL MANAGEMENT LP (1.85Mn), Claret Asset Management Corp (1.66Mn), UBS Group AG (1.33Mn), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.27Mn).

198 Institutional Holders

3,090,639 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-5,454	-1.25%	$0.00
PRIVATE MANAGEMENT GROUP INC	31 Dec, 2025	245,207	8.14%	$0.00
Generali Asset Management SPA SGR	31 Dec, 2025	0	0.00%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	23,523	90.95%	$0.00
Morgan Stanley	31 Dec, 2025	-39,075	-1.30%	$0.00
Claret Asset Management Corp	31 Dec, 2025	-32,636	-1.93%	$0.00
BRUNI J V & CO /CO	31 Dec, 2025	8,691	0.35%	$0.00
UBS Group AG	31 Dec, 2025	429,303	47.47%	$0.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	-19,650	-0.90%	$0.00
Melia Wealth LLC	31 Dec, 2025	2,964	0.24%	$0.00
ARES MANAGEMENT LLC	31 Dec, 2025	-12,000	-0.62%	$0.00
Muzinich & Co., Inc.	31 Dec, 2025	1,663	0.50%	$0.00
OAKTREE CAPITAL MANAGEMENT LP	31 Dec, 2025	0	0.00%	$0.00
Wills Financial Group LLC	31 Dec, 2025	62,588	26.89%	$0.00
RIVERNORTH CAPITAL MANAGEMENT, LLC	31 Dec, 2025	-52,979	-4.01%	$0.00
BI Asset Management Fondsmaeglerselskab A/S	31 Dec, 2025	-33,212	-11.42%	$0.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	351,927	90.67%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	240,455	0.00%	$0.00
Legal & General Group Plc	31 Dec, 2025	83,827	15.73%	$0.00
United Advisor Group, LLC	31 Dec, 2025	-34,612	-13.36%	$0.00

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