OFS Credit Company, Inc.
OCCI- Exchange
- Nasdaq
- SEC CIK
- 0001716951
No open-market purchases or sales by OFS Credit Company, Inc. insiders were filed in the last 90 days; 34 institutions reported holding it in 13F filings for Q2 2026, worth $3.32M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in OFS Credit Company, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 23
- +5 vs. Q1 2022
- Shares held
- 675.7K
- +53.7K (+8.6%) vs. Q1 2022
- Total value
- $6.21M
- −$1.52M (−19.7%) vs. Q1 2022
- New holders
- 6
- 13 more added
- Sold out
- 1
- 4 more reduced
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OCCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 34 | $3.32M |
| Q1 2026 | 28 | $3.99M |
| Q4 2025 | 28 | $5.52M |
| Q3 2025 | 26 | $5.17M |
| Q2 2025 | 29 | $7.03M |
| Q1 2025 | 23 | $5.79M |
| Q4 2024 | 20 | $5.50M |
| Q3 2024 | 17 | $4.78M |
| Q2 2024 | 24 | $8.02M |
| Q1 2024 | 26 | $19.4M |
| Q4 2023 | 25 | $16.5M |
| Q3 2023 | 22 | $13.3M |
| Q2 2023 | 21 | $8.67M |
| Q1 2023 | 21 | $5.41M |
| Q4 2022 | 18 | $4.76M |
| Q3 2022 | 18 | $6.08M |
| Q2 2022 | 23 | $6.21M |
| Q1 2022 | 18 | $7.73M |
| Q4 2021 | 15 | $11.2M |
| Q3 2021 | 16 | $12.8M |
| Q2 2021 | 14 | $13.5M |
| Q1 2021 | 17 | $7.23M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bard Associates Inc | 117,498 | $1.13M | 0.49% | +3,315+2.9% | Added |
| Royal Bank of Canada | 102,872 | $936.0K | 0.00% | +5,872+6.1% | Added |
| Claraphi Advisory Network, LLC | 83,940 | $764.0K | 0.27% | +409+0.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 81,141 | $738.0K | 0.31% | −2,013−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 67,980 | $619.0K | 0.00% | +9,094+15.4% | Added |
| Morgan Stanley | 43,876 | $399.0K | 0.00% | +2,521+6.1% | Added |
| Arkadios Wealth Advisors | 27,794 | $253.0K | 0.04% | +775+2.9% | Added |
| Cetera Advisors LLC | 26,103 | $238.0K | 0.01% | −5,199−16.6% | Reduced |
| B. Riley Wealth Management, Inc. | 22,327 | $203.0K | 0.02% | +22,327 | New |
| Wealth Enhancement & Preservation of GA, LLC | 21,084 | $191.0K | 0.20% | +721+3.5% | Added |
| Envestnet Asset Management Inc | 20,211 | $184.0K | 0.00% | +1,080+5.6% | Added |
| Thrivent Financial for Lutherans | 16,263 | $148.0K | 0.00% | +16,263 | New |
| National Asset Management, Inc. | 15,346 | $140.0K | 0.01% | −784−4.9% | Reduced |
| GWM Advisors LLC | 13,536 | $123.0K | 0.00% | +2,054+17.9% | Added |
| Lindbrook Capital, LLC | 6,185 | $56.0K | 0.01% | +185+3.1% | Added |
| Wells Fargo & Company | 4,726 | $43.0K | 0.00% | +141+3.1% | Added |
| Newbridge Financial Services Group, Inc. | 3,399 | $31.0K | 0.02% | −3,951−53.8% | Reduced |
| Disciplined Investments, LLC | 560 | $5.00K | 0.00% | +16+2.9% | Added |
| UBS Group AG | 513 | $5.00K | 0.00% | +513 | New |
| ACG Wealth | 213 | $2.00K | 0.00% | +213 | New |
| Institutional & Family Asset Management, LLC | 101 | $1.00K | 0.00% | +101 | New |
| AdvisorNet Financial, Inc | 27 | $0 | 0.00% | +1+3.8% | Added |
| Rockefeller Capital Management L.P. | 37 | $0 | 0.00% | +37 | New |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |