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, Q3 2025
Institutional positions in OFS Credit Company, Inc. as of Sep 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
- 26
- −2 vs. Q2 2025
- Shares held
- 954.1K
- −36.6K (−3.7%) vs. Q2 2025
- Total value
- $5.17M
- −$1.00M (−16.2%) vs. Q2 2025
- New holders
- 8
- 5 more added
- Sold out
- 10
- 9 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Virtus Investment Advisers, Inc. | 417,437 | $2.26M | 0.65% | +67,199+19.2% | Added |
| Morgan Stanley | 243,381 | $1.32M | 0.00% | −85,644−26.0% | Reduced |
| LPL Financial LLC | 85,809 | $464.2K | 0.00% | −2,817−3.2% | Reduced |
| Kestra Advisory Services, LLC | 62,618 | $338.8K | 0.00% | +9,548+18.0% | Added |
| Jane Street Group, LLC | 30,004 | $162.3K | 0.00% | −12,149−28.8% | Reduced |
| UBS Group AG | 13,507 | $73.1K | 0.00% | +13,183+4,068.8% | Added |
| Arkadios Wealth Advisors | 12,215 | $66.1K | 0.00% | +12,215 | New |
| MinichMacGregor Wealth Management, LLC | 11,753 | $63.6K | 0.01% | +14+0.1% | Added |
| Prospera Financial Services Inc | 11,700 | $63.3K | 0.00% | −100−0.8% | Reduced |
| Virtu Financial LLC | 10,662 | $58.0K | 0.00% | +10,662 | New |
| One Capital Management, LLC | 10,655 | $57.6K | 0.00% | +10,655 | New |
| Kestra Private Wealth Services, LLC | 10,300 | $55.7K | 0.00% | +10,300 | New |
| Tiaa Trust, National Association | 10,000 | $54.1K | 0.00% | +10,000 | New |
| Advisor Group Holdings, Inc. | 8,419 | $48.7K | 0.00% | −2,364−21.9% | Reduced |
| GWM Advisors LLC | 5,713 | $30.9K | 0.00% | −11,163−66.1% | Reduced |
| BNP Paribas Arbitrage, SA | 3,842 | $20.8K | 0.00% | +3,842 | New |
| Newbridge Financial Services Group, Inc. | 2,287 | $12.4K | 0.00% | +132+6.1% | Added |
| CWM, LLC | 1,220 | $7.00K | 0.00% | +1,220 | New |
| Harbor Asset Planning, Inc. | 1,239 | $6.70K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 88 | $5.41K | 0.00% | −912−91.2% | Reduced |
| Highline Wealth Partners LLC | 500 | $2.71K | 0.00% | +500 | New |
| WPG Advisers, LLC | 348 | $1.88K | 0.00% | −122−26.0% | Reduced |
| Allworth Financial LP | 302 | $1.64K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 101 | $544 | 0.00% | −10,037−99.0% | Reduced |
| National Bank of Canada | 10 | $54 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −20,591−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,402−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Melfa Wealth Management, LLC | 0 | $0 | 0.00% | −10,286−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Graypoint LLC | – | – | – | – | Not filed |