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 2023
Institutional positions in OFS Credit Company, Inc. as of Dec 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
- 25
- +3 vs. Q3 2023
- Shares held
- 2.55M
- +681.7K (+36.5%) vs. Q3 2023
- Total value
- $16.5M
- +$3.16M (+23.7%) vs. Q3 2023
- New holders
- 8
- 13 more added
- Sold out
- 5
- 4 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $9 | 0.00% | −5,817−100.0% | Reduced |
| Perritt Capital Management Inc | 3 | $19 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 40 | $256 | 0.00% | +3+8.1% | Added |
| Planning Capital Management Corp | 70 | $450 | 0.00% | +70 | New |
| CWM, LLC | 774 | $5.00K | 0.00% | +774 | New |
| Royal Bank of Canada | 1,118 | $7.00K | 0.00% | +438+64.4% | Added |
| Able Wealth Management LLC | 2,180 | $14.1K | 0.01% | +2,180 | New |
| LGT Financial Advisors LLC | 3,229 | $20.9K | 0.03% | +162+5.3% | Added |
| Lindbrook Capital, LLC | 4,404 | $28.4K | 0.00% | −3,210−42.2% | Reduced |
| Creative Planning | 11,000 | $71.1K | 0.00% | +11,000 | New |
| National Asset Management, Inc. | 14,735 | $95.2K | 0.00% | −7,651−34.2% | Reduced |
| GWM Advisors LLC | 14,599 | $102.0K | 0.00% | +1,598+12.3% | Added |
| Morgan Stanley | 18,883 | $122.0K | 0.00% | +1,374+7.8% | Added |
| International Assets Investment Management, LLC | 21,060 | $136.0K | 0.02% | +1,538+7.9% | Added |
| Marex Group plc | 25,757 | $166.4K | 0.01% | +25,757 | New |
| Arkadios Wealth Advisors | 31,039 | $200.5K | 0.02% | −457−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 35,239 | $227.6K | 0.00% | +453+1.3% | Added |
| Atomi Financial Group, Inc. | 39,971 | $258.2K | 0.04% | +2,987+8.1% | Added |
| Arlington Capital Management, Inc. | 40,888 | $264.1K | 0.24% | +40,888 | New |
| Thrivent Financial for Lutherans | 47,168 | $305.0K | 0.00% | +18,655+65.4% | Added |
| LPL Financial LLC | 74,892 | $483.8K | 0.00% | +3,573+5.0% | Added |
| Graypoint LLC | 112,776 | $728.5K | 0.06% | +5,516+5.1% | Added |
| Principal Securities, Inc. | 153,485 | $991.5K | 0.04% | +153,485 | New |
| Envestnet Asset Management Inc | 620,141 | $4.01M | 0.00% | +233,712+60.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,277,019 | $8.25M | 3.03% | +395,795+44.9% | Added |
| Bard Associates Inc | 0 | $0 | 0.00% | −113,537−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −59,564−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,777−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −10,228−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |