OFS Capital Corp (OFS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

13,398,078Shares Outstanding

2,376,318Shares held by institutions

$10,099,352Value of institutional holdings

17.74%Institutional ownership %

108.18%Shares Changed QoQ

34No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

OFS Capital Corp (NASDAQ:OFS) appears in 34 institutional 13F filings for the quarter ending December 2025.

These investors collectively held 17.7% of OFS Capital's outstanding shares in December 2025, up from 9.4% in September 2025.
They increased total shares held in OFS Capital by 108.18% from the prior quarter, while the number of investors in OFS stayed flat year over year.
During the quarter, 10 of these 34 funds increased positions in OFS, 16 reduced exposure, and 8 held steady.
Combined, these investors held 2.38Mn shares in OFS for December 2025, up by 1.23Mn shares quarter on quarter, and up 755.74K shares year over year.
Karpus Management, Inc. is the top holder of OFS Capital as of December 31, 2025, with 1.26Mn shares representing 9.4% of outstanding stock.
The largest buyers of OFS Capital for the quarter ending December 2025 were Karpus Management, Inc. (1.26Mn), MARSHALL WACE, LLP (79.12K), Squarepoint Ops LLC (42.37K), Virtus Investment Advisers, LLC (15.94K), JANE STREET GROUP, LLC (13.87K).
Top sellers of OFS stock for the quarter ending December 2025 included TWO SIGMA ADVISERS, LP (67.0K), TWO SIGMA INVESTMENTS, LP (48.68K), Arkadios Wealth Advisors (19.89K), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (14.8K), Bank Of America Corp /De/ (13.08K).
Per Business Quant, the top 10 investors in OFS for the quarter ending December 2025 include Karpus Management, Inc. (1.26Mn), Morgan Stanley (157.52K), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (153.2K), TWO SIGMA ADVISERS, LP (109.3K), 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).

34 Institutional Holders

2,376,318 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Karpus Management, Inc.	31 Dec, 2025	1,259,030	1,259,030	0.00%	$32,331,890.00
Morgan Stanley	31 Dec, 2025	157,516	10,818	7.37%	$749,777.00
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	153,198	-14,805	-8.81%	$729,222.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	109,300	-67,000	-38.00%	$520,268.00
Virtus Investment Advisers, LLC	31 Dec, 2025	82,221	15,935	24.04%	$391,372.00
MARSHALL WACE, LLP	31 Dec, 2025	79,122	79,122	0.00%	$376,622.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	72,230	-48,678	-40.26%	$343,815.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	70,184	-964	-1.35%	$334,076.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	31 Dec, 2025	62,957	-6,360	-9.18%	$299,675.00
Arkadios Wealth Advisors	31 Dec, 2025	57,831	-19,893	-25.59%	$275,276.00
Bulldog Investors, LLP	31 Dec, 2025	57,639	0	0.00%	$274,362.00
Squarepoint Ops LLC	31 Dec, 2025	42,369	42,369	0.00%	$201,676.00
CITADEL ADVISORS LLC	31 Dec, 2025	24,068	8,533	54.93%	$114,564.00
SOA Wealth Advisors, LLC.	31 Dec, 2025	18,745	642	3.55%	$89,224.00
LPL Financial LLC	31 Dec, 2025	17,907	-2,256	-11.19%	$85,237.00
RITHOLTZ WEALTH MANAGEMENT	31 Dec, 2025	17,088	-6,138	-26.43%	$81,337.00
Cambridge Investment Research Advisors, Inc.	31 Dec, 2025	15,040	-3,050	-16.86%	$72.00
Janney Montgomery Scott LLC	31 Dec, 2025	14,000	0	0.00%	$67.00
JANE STREET GROUP, LLC	31 Dec, 2025	13,869	13,869	0.00%	$66,016.00
&PARTNERS	31 Dec, 2025	13,500	0	0.00%	$64,260.00

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