OFS Capital OFS Institutional Ownership

Updated Oct 5, 2026

OFS Capital Corp (NASDAQ:OFS) was held by 22 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

• Collectively, these holders controlled 4.56% of OFS Capital's outstanding shares in Q2 2026, down from 6.06% in Q1 2026.
• Total shares held in OFS Capital fell 24.75% from Q1 2026, while the number of holders fell 40.54% from Q2 2025.
• Of the 22 holders of OFS in Q2 2026, 3 added to their positions, 10 reduced their stakes and 9 left their positions unchanged.
• Institutional investors held 610.78K shares of OFS Capital in total at the end of Q2 2026, down 200.9K from the prior quarter and down 674.79K from a year earlier.
• Callodine Capital Management, LP led 13F holders of OFS with 107.35K shares as of June 30, 2026, or 0.80% of shares outstanding.
• The biggest increase to a position in OFS during Q2 2026 came from Concorde Asset Management, LLC (+15.45K shares).
• Holders that trimmed the most shares of OFS Capital in Q2 2026 while keeping a position were O'shaughnessy Asset Management, LLC (-26.36K shares), UBS Group AG (-20.38K shares), Morgan Stanley (-12K shares), International Assets Investment Management, LLC (-11.3K shares) and Arkadios Wealth Advisors (-9K shares).
• OFS Capital's 10 largest institutional shareholders as of Q2 2026 were Callodine Capital Management, LP (107.35K shares), International Assets Investment Management, LLC (98.65K shares), Virtus Investment Advisers, LLC (90.19K shares), Curi Capital, LLC (65K shares), Vident Advisory, LLC (41.78K shares), O'shaughnessy Asset Management, LLC (34.83K shares), Concorde Asset Management, LLC (33.55K shares), Morgan Stanley (27.56K shares), Arkadios Wealth Advisors (26.79K shares) and SOA Wealth Advisors, LLC (19.67K shares), per Business Quant data.