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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 27 | $0 | 0.00% | +1+3.8% | Added |
| Rockefeller Capital Management L.P. | 37 | $0 | 0.00% | +37 | New |
| Institutional & Family Asset Management, LLC | 101 | $1.00K | 0.00% | +101 | New |
| ACG Wealth | 213 | $2.00K | 0.00% | +213 | New |
| Disciplined Investments, LLC | 560 | $5.00K | 0.00% | +16+2.9% | Added |
| UBS Group AG | 513 | $5.00K | 0.00% | +513 | New |
| Newbridge Financial Services Group, Inc. | 3,399 | $31.0K | 0.02% | −3,951−53.8% | Reduced |
| Wells Fargo & Company | 4,726 | $43.0K | 0.00% | +141+3.1% | Added |
| Lindbrook Capital, LLC | 6,185 | $56.0K | 0.01% | +185+3.1% | Added |
| GWM Advisors LLC | 13,536 | $123.0K | 0.00% | +2,054+17.9% | Added |
| National Asset Management, Inc. | 15,346 | $140.0K | 0.01% | −784−4.9% | Reduced |
| Thrivent Financial for Lutherans | 16,263 | $148.0K | 0.00% | +16,263 | New |
| Envestnet Asset Management Inc | 20,211 | $184.0K | 0.00% | +1,080+5.6% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 21,084 | $191.0K | 0.20% | +721+3.5% | Added |
| B. Riley Wealth Management, Inc. | 22,327 | $203.0K | 0.02% | +22,327 | New |
| Cetera Advisors LLC | 26,103 | $238.0K | 0.01% | −5,199−16.6% | Reduced |
| Arkadios Wealth Advisors | 27,794 | $253.0K | 0.04% | +775+2.9% | Added |
| Morgan Stanley | 43,876 | $399.0K | 0.00% | +2,521+6.1% | Added |
| Advisor Group Holdings, Inc. | 67,980 | $619.0K | 0.00% | +9,094+15.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 81,141 | $738.0K | 0.31% | −2,013−2.4% | Reduced |
| Claraphi Advisory Network, LLC | 83,940 | $764.0K | 0.27% | +409+0.5% | Added |
| Royal Bank of Canada | 102,872 | $936.0K | 0.00% | +5,872+6.1% | Added |
| Bard Associates Inc | 117,498 | $1.13M | 0.49% | +3,315+2.9% | Added |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |