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 2025
Institutional positions in OFS Credit Company, Inc. as of Mar 31, 2025. 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
- 23
- +3 vs. Q4 2024
- Shares held
- 945.6K
- +171.4K (+22.1%) vs. Q4 2024
- Total value
- $5.79M
- +$287.9K (+5.2%) vs. Q4 2024
- New holders
- 7
- 9 more added
- Sold out
- 4
- 2 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $5 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 10 | $61 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 93 | $661 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 110 | $673 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 109 | $1.00K | 0.00% | +6+5.8% | Added |
| Allworth Financial LP | 302 | $2.00K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,000 | $6.12K | 0.00% | +1,000 | New |
| Accredited Wealth Management, LLC | 1,000 | $6.12K | 0.01% | +1,000 | New |
| UBS Group AG | 2,029 | $12.4K | 0.00% | +2,029 | New |
| FNY Investment Advisers, LLC | 2,500 | $15.0K | 0.01% | +2,500 | New |
| Advisor Group Holdings, Inc. | 6,683 | $40.9K | 0.00% | +6,583+6,583.0% | Added |
| Lindbrook Capital, LLC | 7,000 | $42.8K | 0.00% | +1,000+16.7% | Added |
| Melfa Wealth Management, LLC | 10,279 | $62.9K | 0.04% | +50.0% | Added |
| Morgan Stanley | 12,599 | $77.1K | 0.00% | +10.0% | Added |
| David Loasby | 15,579 | $99.7K | 0.01% | +691+4.6% | Added |
| GWM Advisors LLC | 17,696 | $108.3K | 0.00% | +3,138+21.6% | Added |
| Arkadios Wealth Advisors | 33,396 | $204.4K | 0.01% | +1,352+4.2% | Added |
| Kestra Advisory Services, LLC | 53,070 | $324.8K | 0.00% | −526−1.0% | Reduced |
| Jane Street Group, LLC | 62,853 | $384.7K | 0.00% | +62,853 | New |
| Virtu Financial LLC | 70,562 | $432.0K | 0.02% | +70,562 | New |
| LPL Financial LLC | 87,153 | $533.4K | 0.00% | −19,268−18.1% | Reduced |
| Graypoint LLC | 168,540 | $1.03M | 0.06% | +3,714+2.3% | Added |
| Virtus Investment Advisers, Inc. | 393,004 | $2.41M | 0.65% | +393,004 | New |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −318,110−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −14,113−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,974−100.0% | Sold out |