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 2023
Institutional positions in OFS Credit Company, Inc. as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 1.03M
- +446.8K (+76.8%) vs. Q1 2023
- Total value
- $8.67M
- +$3.26M (+60.2%) vs. Q1 2023
- New holders
- 3
- 12 more added
- Sold out
- 3
- 6 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 480,060 | $4.01M | 1.60% | +480,060 | New |
| Bard Associates Inc | 114,458 | $1.02M | 0.40% | +3,736+3.4% | Added |
| Envestnet Asset Management Inc | 81,788 | $683.7K | 0.00% | +81,788 | New |
| Wealth Enhancement & Preservation of GA, LLC | 60,804 | $508.3K | 0.49% | +813+1.4% | Added |
| Baird Financial Group, Inc. | 53,727 | $449.2K | 0.00% | +3,137+6.2% | Added |
| Atomi Financial Group, Inc. | 32,019 | $267.7K | 0.12% | −2,764−7.9% | Reduced |
| Thrivent Financial for Lutherans | 30,789 | $257.0K | 0.00% | +3,850+14.3% | Added |
| Arkadios Wealth Advisors | 30,015 | $250.9K | 0.03% | +1,466+5.1% | Added |
| Advisor Group Holdings, Inc. | 21,551 | $180.2K | 0.00% | −76,288−78.0% | Reduced |
| National Asset Management, Inc. | 19,333 | $171.2K | 0.00% | +2,373+14.0% | Added |
| GWM Advisors LLC | 20,076 | $167.8K | 0.00% | +1,900+10.5% | Added |
| Morgan Stanley | 17,781 | $148.6K | 0.00% | −6,823−27.7% | Reduced |
| Balboa Wealth Partners | 17,250 | $144.2K | 0.05% | −31,750−64.8% | Reduced |
| Kovack Advisors, Inc. | 13,241 | $110.7K | 0.01% | +1,987+17.7% | Added |
| First Republic Investment Management, Inc. | 11,356 | $94.9K | 0.00% | −4,708−29.3% | Reduced |
| International Assets Investment Management, LLC | 11,156 | $93.3K | 0.01% | +630+6.0% | Added |
| Lindbrook Capital, LLC | 7,287 | $60.9K | 0.01% | +287+4.1% | Added |
| Wells Fargo & Company | 5,584 | $46.7K | 0.00% | +219+4.1% | Added |
| Royal Bank of Canada | 420 | $4.00K | 0.00% | −404−49.0% | Reduced |
| AdvisorNet Financial, Inc | 34 | $288 | 0.00% | +1+3.0% | Added |
| Cornerstone Planning Group LLC | 32 | $266 | 0.00% | +32 | New |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,361−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |