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OCSL · Oaktree Specialty Lending Corp

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$12.02 +0.24 (+2.04%) At close · Jul 28
Market Cap
$1.06B
Shares
88.09M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 182
Total Value: $406,463,621
Total Shares: 35,726,643
Showing 1–100 of 188 holdings by value · page 1 of 2

Institutional Ownership Trend

15 quarters

Superinvestors Holding OCSL

All superinvestors →
Howard Marks $20,932,752

Holder Concentration

Across 188 13F filers
Top Holder
10.2%
Jun 2023 → Mar 2026 · range 6.5% – 10.7%
of institutional value
Top 5
35.5%
Jun 2023 → Mar 2026 · range 25.5% – 37.6%
of institutional value
Top 10
57.1%
Jun 2023 → Mar 2026 · range 42.1% – 61.2%
of institutional value
HHI
411
Jun 2023 → Mar 2026 · range 256 – 439
Broadly held
Showing 100 of 188
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid PRIVATE MANAGEMENT GROUP INC $42,052,882 10.35% 3,721,494
Mega MORGAN STANLEY $28,948,383 7.12% 2,561,804
Small BRUNI J V & CO /CO $28,225,976 6.94% 2,497,874
Mid ARES MANAGEMENT LLC $23,722,146 5.84% 2,099,305
Mid Generali Asset Management SPA SGR $23,594,185 5.80% 2,087,981
Mid OAKTREE CAPITAL MANAGEMENT LP $20,932,752 5.15% 1,852,456
Small Claret Asset Management Corp $19,942,593 4.91% 1,670,234
Mega VAN ECK ASSOCIATES CORP $19,250,465 4.74% 1,703,581
Mega UBS Group AG $15,478,118 3.81% 1,369,745
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $14,462,937 3.56% 1,279,906
Small Melia Wealth LLC $14,024,441 3.45% 1,241,101
Mega TWO SIGMA INVESTMENTS, LP $9,980,849 2.46% 883,261
Large Russell Investments Group, Ltd. $8,144,113 2.00% 720,718
Mega Legal & General Group Plc $7,740,646 1.90% 685,013
Mega ROYAL BANK OF CANADA Bank $5,420,157 1.33% 479,660
Small Beach Point Capital Management LP $5,415,076 1.33% 453,524
Mega RAYMOND JAMES FINANCIAL INC $4,791,459 1.18% 424,023
Small Muzinich & Co., Inc. $3,996,759 0.98% 334,737
Mega BlackRock, Inc. $3,862,983 0.95% 341,857
Mega CITADEL ADVISORS LLC $3,860,259 0.95% 341,616
Micro CASTLEKEEP INVESTMENT ADVISORS LLC $3,803,421 0.94% 336,586
Mid MARINER INVESTMENT GROUP LLC $3,629,760 0.89% 304,000
Mid Arnhold LLC $3,550,299 0.87% 297,345
Mega Sumitomo Mitsui Trust Group, Inc. $3,512,887 0.86% 310,875
Large HighTower Advisors, LLC $3,482,513 0.86% 308,187
Small United Advisor Group, LLC $3,227,765 0.79% 285,643
Small Old Port Advisors $2,955,591 0.73% 247,537
Mid BI Asset Management Fondsmaeglerselskab A/S $2,722,486 0.67% 240,928
Large OSAIC HOLDINGS, INC. $2,661,760 0.65% 235,554
Mega WELLS FARGO & COMPANY/MN $2,611,067 0.64% 231,068
Large TORONTO DOMINION BANK Bank $2,339,100 0.58% 207,000
Large Focus Partners Wealth $2,258,960 0.56% 199,908
Small FIDUCIARY FINANCIAL GROUP, LLC $2,212,123 0.54% 185,270
Large LOOMIS SAYLES & CO L P $1,996,325 0.49% 176,666
Micro Michelson Medical Research Foundation, Inc. Endowment $1,922,130 0.47% 170,100
Small Naviter Wealth, LLC $1,876,704 0.46% 166,080
Small Plan Group Financial, LLC $1,819,367 0.45% 161,006
Small CENTAURUS FINANCIAL, INC. $1,692,853 0.42% 149,810
Mid Independent Advisor Alliance $1,690,954 0.42% 149,642
Large LAZARD ASSET MANAGEMENT LLC $1,622,239 0.40% 143,561
Large LSV ASSET MANAGEMENT $1,581,615 0.39% 139,966
Small Carnegie Lake Advisors LLC $1,556,355 0.38% 130,348
Micro SBE LLC DBA CEDAR COVE WEALTH PARTNERS $1,551,304 0.38% 129,925
Mid Cerberus Capital Management, L.P. $1,525,500 0.38% 135,000
Large DNB Asset Management AS $1,507,623 0.37% 133,418
Large Lido Advisors, LLC $1,320,721 0.32% 116,878
Mega BANK OF AMERICA CORP /DE/ Bank $1,311,568 0.32% 116,068
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $1,264,756 0.31% 105,926
Mega STATE STREET CORP $1,218,501 0.30% 107,832
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,194,410 0.29% 105,700
Mega LPL Financial LLC $1,164,792 0.29% 103,079
Small DENALI ADVISORS LLC $1,088,755 0.27% 96,350
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,077,895 0.27% 95,389
Micro Triad Investment Management $1,057,442 0.26% 88,563
Micro TT Capital Management LLC $1,014,129 0.25% 89,746
Large Balyasny Asset Management L.P. $934,984 0.23% 82,742
Large Trexquant Investment LP $919,673 0.23% 81,387
Large Squarepoint Ops LLC $883,660 0.22% 78,200
Small STEEL GROVE CAPITAL ADVISORS, LLC $797,068 0.20% 70,537
Mid Blue Trust, Inc. $774,356 0.19% 64,854
Large COMMONWEALTH EQUITY SERVICES, LLC $739,494 0.18% 65,442
Small Virtus Investment Advisers, LLC $729,776 0.18% 64,582
Mid Sound Income Strategies, LLC $719,313 0.18% 60,244
Small Texas Capital Bank Wealth Management Services Inc Bank $669,152 0.16% 59,217
Large NewEdge Advisors, LLC $655,456 0.16% 58,005
Small AVAII WEALTH MANAGEMENT, LLC $578,221 0.14% 51,170
Mega Invesco Ltd. $575,599 0.14% 50,938
Mid XTX Topco Ltd $571,034 0.14% 50,534
Large Creative Planning $563,723 0.14% 49,887
Large Rockefeller Capital Management L.P. $519,483 0.13% 45,972
Mega NORTHERN TRUST CORP Bank $497,820 0.12% 44,055
Small Cornerstone Advisory, LLC $493,832 0.12% 43,702
Mega BNP PARIBAS ARBITRAGE, SA $487,188 0.12% 43,114
Mid Equitable Holdings, Inc. $476,441 0.12% 42,163
Mid Brevan Howard Capital Management LP $467,221 0.11% 41,347
Micro Significant Wealth Partners LLC $464,860 0.11% 38,933
Small NewGen Asset Management Ltd $457,650 0.11% 40,500
Mid Advisors Asset Management, Inc. $450,892 0.11% 39,902
Large Cresset Asset Management, LLC $447,965 0.11% 39,643
Mid DRW Securities, LLC Broker-Dealer $430,439 0.11% 38,092
Mid WINTON GROUP Ltd $412,630 0.10% 36,516
Large Tidal Investments LLC $404,460 0.10% 35,793
Mega AQR CAPITAL MANAGEMENT LLC $403,093 0.10% 35,672
Mid AlTi Global, Inc. $397,873 0.10% 35,210
Large GUGGENHEIM CAPITAL LLC $395,658 0.10% 35,014
Small Strategic Wealth Partners, Ltd. $384,075 0.09% 33,989
Large Janney Montgomery Scott LLC $379,386 0.09% 33,574
Small JACKSON THORNTON WEALTH MANAGEMENT, LLC $376,922 0.09% 33,356
Mid Summit Financial, LLC $367,747 0.09% 32,544
Large Cetera Investment Advisers $340,243 0.08% 30,110
Large Cerity Partners LLC $336,886 0.08% 29,813
Mid Valeo Financial Advisors, LLC $328,350 0.08% 27,500
Small BTG Pactual Asset Management US LLC $321,665 0.08% 28,466
Mega MILLENNIUM MANAGEMENT LLC $313,281 0.08% 27,724
Small Sovran Advisors, LLC $298,071 0.07% 26,378
Large STIFEL FINANCIAL CORP $297,110 0.07% 26,293
Large BROWN ADVISORY INC $295,709 0.07% 26,169
Mid Clearstead Advisors, LLC $291,506 0.07% 25,797
Mid BLUEFIN CAPITAL MANAGEMENT, LLC $288,150 0.07% 25,500
Mega D. E. Shaw & Co., Inc. $279,268 0.07% 24,714
Key facts CIK 1414932 CUSIP 67401P405 13F (30d) 35 filings 35 filers Visit website Investor relations

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