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, Q1 2023
Institutional positions in OFS Credit Company, Inc. as of Mar 31, 2023. 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
- 21
- +4 vs. Q4 2022
- Shares held
- 581.9K
- +28.0K (+5.0%) vs. Q4 2022
- Total value
- $5.41M
- +$834.7K (+18.2%) vs. Q4 2022
- New holders
- 7
- 9 more added
- Sold out
- 3
- 4 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bard Associates Inc | 110,722 | $1.08M | 0.45% | +1,542+1.4% | Added |
| Advisor Group Holdings, Inc. | 97,839 | $900.1K | 0.00% | −11,117−10.2% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 59,991 | $551.9K | 0.66% | +1,123+1.9% | Added |
| Baird Financial Group, Inc. | 50,590 | $465.4K | 0.00% | −535−1.0% | Reduced |
| Balboa Wealth Partners | 49,000 | $450.8K | 0.17% | +49,000 | New |
| Atomi Financial Group, Inc. | 34,783 | $320.0K | 0.18% | +34,783 | New |
| Arkadios Wealth Advisors | 28,549 | $262.7K | 0.03% | +1,421+5.2% | Added |
| Thrivent Financial for Lutherans | 26,939 | $248.0K | 0.00% | +3,970+17.3% | Added |
| Morgan Stanley | 24,604 | $226.4K | 0.00% | −2,999−10.9% | Reduced |
| National Asset Management, Inc. | 16,960 | $165.4K | 0.00% | +827+5.1% | Added |
| GWM Advisors LLC | 18,176 | $155.0K | 0.00% | +2,340+14.8% | Added |
| First Republic Investment Management, Inc. | 16,064 | $147.8K | 0.00% | +16,064 | New |
| Cetera Advisor Networks LLC | 11,361 | $104.5K | 0.00% | +11,361 | New |
| Kovack Advisors, Inc. | 11,254 | $103.5K | 0.01% | +11,254 | New |
| International Assets Investment Management, LLC | 10,526 | $96.8K | 0.01% | −22,192−67.8% | Reduced |
| Lindbrook Capital, LLC | 7,000 | $64.4K | 0.01% | +272+4.0% | Added |
| Wells Fargo & Company | 5,365 | $49.4K | 0.00% | +208+4.0% | Added |
| Tucker Asset Management LLC | 1,298 | $11.9K | 0.00% | +1,298 | New |
| Royal Bank of Canada | 824 | $8.00K | 0.00% | +824 | New |
| Belpointe Asset Management LLC | 50 | $460 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $299 | 0.00% | +2+6.5% | Added |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −51,720−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,603−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Claraphi Advisory Network, LLC | – | – | – | – | Not filed |