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 2025
Institutional positions in OFS Credit Company, Inc. as of Jun 30, 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
- 29
- +7 vs. Q1 2025
- Shares held
- 1.13M
- +189.1K (+20.2%) vs. Q1 2025
- Total value
- $7.03M
- +$1.28M (+22.2%) vs. Q1 2025
- New holders
- 13
- 4 more added
- Sold out
- 6
- 5 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $6 | 0.00% | +1 | New |
| National Bank of Canada | 10 | $62 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 55 | $343 | 0.00% | +55 | New |
| Principal Securities, Inc. | 93 | $579 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 302 | $1.88K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 324 | $2.02K | 0.00% | −1,705−84.0% | Reduced |
| WPG Advisers, LLC | 470 | $2.93K | 0.00% | +470 | New |
| BlackRock, Inc. | 1,000 | $6.23K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,000 | $6.23K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,110 | $6.92K | 0.00% | +1,110 | New |
| Harbor Asset Planning, Inc. | 1,239 | $7.72K | 0.01% | +1,239 | New |
| Newbridge Financial Services Group, Inc. | 2,155 | $13.4K | 0.00% | +2,155 | New |
| Raymond James Financial Inc | 4,200 | $26.2K | 0.00% | +4,200 | New |
| Larson Financial Group LLC | 10,138 | $63.2K | 0.00% | +10,138 | New |
| Melfa Wealth Management, LLC | 10,286 | $64.1K | 0.04% | +7+0.1% | Added |
| Advisor Group Holdings, Inc. | 10,783 | $67.2K | 0.00% | +4,100+61.3% | Added |
| Fisher Asset Management, LLC | 11,000 | $68.5K | 0.00% | +11,000 | New |
| MinichMacGregor Wealth Management, LLC | 11,739 | $73.1K | 0.02% | +11,739 | New |
| Prospera Financial Services Inc | 11,800 | $73.5K | 0.00% | +11,800 | New |
| Susquehanna International Group, LLP | 12,402 | $77.3K | 0.00% | +12,402 | New |
| GWM Advisors LLC | 16,876 | $105.1K | 0.00% | −820−4.6% | Reduced |
| Naviter Wealth, LLC | 20,591 | $128.3K | 0.02% | +20,591 | New |
| Jane Street Group, LLC | 42,153 | $262.6K | 0.00% | −20,700−32.9% | Reduced |
| Kestra Advisory Services, LLC | 53,070 | $330.6K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 88,626 | $552.1K | 0.00% | +1,473+1.7% | Added |
| Graypoint LLC | 137,029 | $853.7K | 0.05% | −31,511−18.7% | Reduced |
| Morgan Stanley | 329,025 | $2.05M | 0.00% | +316,426+2,511.5% | Added |
| Virtus Investment Advisers, Inc. | 350,238 | $2.18M | 0.74% | −42,766−10.9% | Reduced |
| Virtu Financial LLC | 0 | $0 | 0.00% | −70,562−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −33,396−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −15,579−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |