OFS Capital OFS Institutional Ownership

Ownership Summary

OFS Capital Corp (NASDAQ:OFS) showed up in the 13F filings of 31 institutional investors as of March 2026.

• They owned 5.8% of outstanding stock in March 2026, down from 17.8% the prior quarter.
• Their total shares held in OFS decreased -10.85% from the prior quarter, while the number of investors in OFS Capital stayed flat year over year.
• During the quarter, 13 of these 31 funds increased positions in OFS, 10 reduced exposure, and 8 held steady.
• Institutional investors collectively held 774.41K shares in OFS Capital as of March 2026, down by 94.27K shares quarter on quarter, and down 705.82K shares year over year.
• INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC leads ownership in OFS with 109.95K shares as of March 31, 2026, equal to 0.82% of outstanding shares.
• The most significant purchases of OFS for the quarter ending March 2026 came from Vident Advisory, LLC (49.24K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (23.3K), UBS Group AG (18.41K), XTX Topco Ltd (16.64K), Virtus Investment Advisers, LLC (10.44K).
• The largest sales of OFS for the quarter ending March 2026 came from Morgan Stanley (117.95K), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (43.25K), TWO SIGMA INVESTMENTS, LP (28.22K), Arkadios Wealth Advisors (22.04K), RITHOLTZ WEALTH MANAGEMENT (5.25K).
• Per Business Quant data, the top 10 holders of OFS Capital for the quarter ending March 2026 are INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (109.95K), Virtus Investment Advisers, LLC (92.66K), MARSHALL WACE, LLP (75.11K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (61.18K), Bulldog Investors, LLP (57.64K), Squarepoint Ops LLC (50.32K), Vident Advisory, LLC (49.24K), TWO SIGMA INVESTMENTS, LP (44.01K), Morgan Stanley (39.56K), Arkadios Wealth Advisors (35.79K).