OFS Capital Corp (OFS) Institutional Ownership

Ownership Summary

Recent 13F filings as of December 2025 show that 33 institutional investors hold a position in OFS Capital Corp (NASDAQ:OFS).

• The collective stake of institutional investors in OFS Capital moved to 8.3% in December 2025, a shift down from the 9.2% reported for September 2025.
• Institutional share ownership changed by -0.24% QoQ, while the number of institutional owners saw a decrease of 2.94% YoY.
• Of these 33 institutional investors, 9 increased their holdings in OFS Capital, while 15 of them reduced positions, and 9 investors maintained their exposure.
• The aggregate institutional position in OFS Capital now stands at 1.12Mn shares as of December 2025, after investors decreased their holdings (down by 2.71K shares quarter on quarter which is down 346.63K shares year over year).
• With 157.52K shares, MORGAN STANLEY commands the largest institutional position in OFS Capital as of December 31, 2025, equating to 1.17% of the company.
• Among the most significant buyers of OFS Capital during December 2025 were MARSHALL WACE, LLP (79.12K), Squarepoint Ops LLC (42.37K), Virtus Investment Advisers, LLC (15.94K), JANE STREET GROUP, LLC (13.87K), MORGAN STANLEY (10.82K).
• Leading sellers of OFS Capital stock in December 2025 included TWO SIGMA ADVISERS, LP (67.00K), TWO SIGMA INVESTMENTS, LP (48.68K), Arkadios Wealth Advisors (19.89K), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (14.80K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (6.36K).
• The top 10 institutional holders of OFS Capital for the quarter ending December 2025 included MORGAN STANLEY (157.52K), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (153.20K), TWO SIGMA ADVISERS, LP (109.30K), Virtus Investment Advisers, LLC (82.22K), MARSHALL WACE, LLP (79.12K), TWO SIGMA INVESTMENTS, LP (72.23K), Connor, Clark & Lunn Investment Management Ltd. (70.18K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (62.96K), Arkadios Wealth Advisors (57.83K), Bulldog Investors, LLP (57.64K).