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 2024
Institutional positions in OFS Credit Company, Inc. as of Dec 31, 2024. 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
- 20
- +3 vs. Q3 2024
- Shares held
- 774.1K
- +129.7K (+20.1%) vs. Q3 2024
- Total value
- $5.50M
- +$728.4K (+15.3%) vs. Q3 2024
- New holders
- 7
- 3 more added
- Sold out
- 4
- 6 more reduced
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $7 | 0.00% | −57−98.3% | Reduced |
| National Bank of Canada | 10 | $71 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 93 | $661 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $711 | 0.00% | −302−75.1% | Reduced |
| Transce3nd, LLC | 110 | $782 | 0.00% | +110 | New |
| CWM, LLC | 103 | $1.00K | 0.00% | +103 | New |
| Allworth Financial LP | 302 | $2.13K | 0.00% | +302 | New |
| Lindbrook Capital, LLC | 6,000 | $42.7K | 0.00% | −3,000−33.3% | Reduced |
| Melfa Wealth Management, LLC | 10,274 | $73.0K | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 12,598 | $89.6K | 0.00% | −802−6.0% | Reduced |
| Susquehanna International Group, LLP | 12,974 | $92.2K | 0.00% | +12,974 | New |
| Creative Planning | 13,000 | $92.4K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 14,113 | $100.3K | 0.00% | +14,113 | New |
| GWM Advisors LLC | 14,558 | $103.5K | 0.00% | −1,800−11.0% | Reduced |
| David Loasby | 14,888 | $105.4K | 0.01% | +14,888 | New |
| Arkadios Wealth Advisors | 32,044 | $227.8K | 0.01% | −2,042−6.0% | Reduced |
| Kestra Advisory Services, LLC | 53,596 | $381.1K | 0.00% | +53,596 | New |
| LPL Financial LLC | 106,421 | $756.7K | 0.00% | +1,445+1.4% | Added |
| Graypoint LLC | 164,826 | $1.17M | 0.07% | +33,857+25.9% | Added |
| Virtus ETF Advisers LLC | 318,110 | $2.26M | 0.92% | +39,531+14.2% | Added |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,064−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −10,001−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |