OFS Capital Corp (OFS) Institutional Ownership

Institutions by Trading Activity

13,398,078Shares Outstanding

2,389,268Shares held by institutions

$8,601,365Value of institutional holdings

17.83%Institutional ownership %

109.32%Shares Changed QoQ

35No. of institutional investors

OFS Capital Corp (NASDAQ:OFS) has 34 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 17.7% of OFS Capital's outstanding shares in December 2025, up from 9.4% in September 2025.
Their total shares held in OFS increased 108.18% from the prior quarter, while the number of investors in OFS Capital stayed flat year over year.
During the quarter, 10 of these 34 funds increased positions in OFS, 16 reduced exposure, and 8 held steady.
In total, institutional investors held 2.38Mn shares in OFS Capital as of December 2025, up by 1.23Mn shares quarter on quarter, and up 755.74K shares year over year.
Janney Montgomery Scott LLC holds the largest position in OFS at 13.25K shares as of December 31, 2025, or 0.1% of shares outstanding.
Leading buyers of OFS Capital shares for the quarter ending December 2025 were FNY Investment Advisers, LLC (500).
The largest sellers of OFS Capital for the quarter ending December 2025 were RITHOLTZ WEALTH MANAGEMENT (5.25K), NBC SECURITIES, INC. (2.01K), Janney Montgomery Scott LLC (750).
Per Business Quant, the top 5 investors in OFS for the quarter ending December 2025 include Janney Montgomery Scott LLC (13.25K), Prota Financial, LLC (12.95K), RITHOLTZ WEALTH MANAGEMENT (11.84K), NBC SECURITIES, INC. (809), FNY Investment Advisers, LLC (500).

2,389,268 Total Shares Held

Rows:

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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