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, Q4 2022
Institutional positions in OFS Credit Company, Inc. as of Dec 31, 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
- 18
- 0 vs. Q3 2022
- Shares held
- 577.1K
- −102.8K (−15.1%) vs. Q3 2022
- Total value
- $4.76M
- −$1.31M (−21.6%) vs. Q3 2022
- New holders
- 4
- 9 more added
- Sold out
- 4
- 5 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bard Associates Inc | 109,180 | $956.0K | 0.41% | −12,625−10.4% | Reduced |
| Advisor Group Holdings, Inc. | 108,956 | $885.0K | 0.00% | +31,976+41.5% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 58,868 | $478.0K | 0.78% | +3,379+6.1% | Added |
| Alpha Cubed Investments, LLC | 51,720 | $420.0K | 0.03% | +51,720 | New |
| Baird Financial Group, Inc. | 51,125 | $415.0K | 0.00% | +10,023+24.4% | Added |
| International Assets Investment Management, LLC | 32,718 | $265.7K | 0.03% | +32,718 | New |
| Morgan Stanley | 27,603 | $224.1K | 0.00% | −7,549−21.5% | Reduced |
| Arkadios Wealth Advisors | 27,128 | $220.3K | 0.03% | −585−2.1% | Reduced |
| Claraphi Advisory Network, LLC | 23,116 | $187.7K | 0.07% | −52,781−69.5% | Reduced |
| Thrivent Financial for Lutherans | 22,969 | $187.0K | 0.00% | +2,657+13.1% | Added |
| National Asset Management, Inc. | 16,133 | $139.9K | 0.00% | −4,506−21.8% | Reduced |
| Susquehanna International Group, LLP | 16,603 | $134.8K | 0.00% | +377+2.3% | Added |
| GWM Advisors LLC | 15,836 | $128.6K | 0.00% | +1,222+8.4% | Added |
| Lindbrook Capital, LLC | 6,728 | $54.6K | 0.01% | +288+4.5% | Added |
| Wells Fargo & Company | 5,157 | $41.9K | 0.00% | +235+4.8% | Added |
| MinichMacGregor Wealth Management, LLC | 3,160 | $25.7K | 0.01% | +3,160 | New |
| Belpointe Asset Management LLC | 50 | $406 | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 31 | $249 | 0.00% | +2+6.9% | Added |
| Royal Bank of Canada | 0 | $0 | 0.00% | −106,256−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,244−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |