Oaktree Specialty Lending Corp (OCSL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

93,466,667Shares Outstanding

4,237,959Shares held by institutions

$50,897,888Value of institutional holdings

37.50%Institutional ownership %

11.32%Shares Changed QoQ

189No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Oaktree Specialty Lending Corp (NASDAQ:OCSL) is held by 189 institutional firms.

Institutional ownership in Oaktree Specialty Lending edged down to 37.5% in December 2025, compared to 38.5% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 11.32%, with a year-over-year a decrease of 3.08% in the count of filers.
During the quarter, 101 institutions bought more Oaktree Specialty Lending shares, 62 sold shares, and 26 of the 189 total investors held their position steady.
The aggregate institutional position in Oaktree Specialty Lending now stands at 35.05Mn shares as of December 2025, after investors increased their holdings (up by 3.57Mn shares quarter on quarter which is up 3.90Mn shares year over year).
As of December 31, 2025, PRIVATE MANAGEMENT GROUP INC held Oaktree Specialty Lending's largest shareholding position with over 3.26Mn shares, representing 3.49% of total outstanding shares.
Among the most significant buyers of Oaktree Specialty Lending during December 2025 were UBS Group AG (429.30K), SUMMIT SECURITIES GROUP LLC (380.00K), TWO SIGMA INVESTMENTS, LP (351.93K), PRIVATE MANAGEMENT GROUP INC (245.21K), Russell Investments Group, Ltd. (240.46K).
Leading sellers of Oaktree Specialty Lending stock in December 2025 included GABELLI FUNDS LLC (145.00K), BANK OF AMERICA CORP /DE/ (110.32K), HighTower Advisors, LLC (86.73K), WELLS FARGO & COMPANY/MN (65.91K), WEALTHEDGE INVESTMENT ADVISORS, LLC (59.58K).
The top 10 institutional holders of Oaktree Specialty Lending for the quarter ending December 2025 included PRIVATE MANAGEMENT GROUP INC (3.26Mn), MORGAN STANLEY (2.96Mn), BRUNI J V & CO /CO (2.50Mn), 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).

189 Institutional Holders

4,237,959 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
PRIVATE MANAGEMENT GROUP INC	31 Dec, 2025	3,259,370	245,207	8.14%	$41,524,374.00
MORGAN STANLEY	31 Dec, 2025	2,959,826	-39,075	-1.30%	$37,708,183.00
BRUNI J V & CO /CO	31 Dec, 2025	2,495,710	8,691	0.35%	$31,795,345.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	2,153,607	-19,650	-0.90%	$27,437.00
Generali Asset Management SPA SGR	31 Dec, 2025	2,087,981	0	0.00%	$26,600,878.00
ARES MANAGEMENT LLC	31 Dec, 2025	1,933,305	-12,000	-0.62%	$24,630,306.00
OAKTREE CAPITAL MANAGEMENT LP	31 Dec, 2025	1,852,456	0	0.00%	$23,600,289.00
Claret Asset Management Corp	31 Dec, 2025	1,660,588	-32,636	-1.93%	$21,156.00
UBS Group AG	31 Dec, 2025	1,333,643	429,303	47.47%	$16,990,612.00
RIVERNORTH CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,267,698	-52,979	-4.01%	$16,150,472.00
Melia Wealth LLC	31 Dec, 2025	1,218,806	2,964	0.24%	$15,527,594.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	740,084	351,927	90.67%	$9,428,670.00
Legal & General Group Plc	31 Dec, 2025	616,676	83,827	15.73%	$7,853,369.00
ROYAL BANK OF CANADA	31 Dec, 2025	461,443	-46,702	-9.19%	$5,879,000.00
BlackRock, Inc.	31 Dec, 2025	430,639	-5,454	-1.25%	$5,486,341.00
SUMMIT SECURITIES GROUP LLC	31 Dec, 2025	380,000	380,000	0.00%	$4,841,200.00
Muzinich & Co., Inc.	31 Dec, 2025	332,569	1,663	0.50%	$4,236,935.00
CASTLEKEEP INVESTMENT ADVISORS LLC	31 Dec, 2025	320,496	-11,852	-3.57%	$4,083,123.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	310,875	7,106	2.34%	$3,960,548.00
Wills Financial Group LLC	31 Dec, 2025	295,317	62,588	26.89%	$3,762,344.00

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