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Oaktree Specialty Lending Corp

OCSL
Exchange
Nasdaq
SEC CIK
0001414932

In the last 90 days, Oaktree Specialty Lending Corp insiders filed 1 open-market purchase and 0 sales; 166 institutions reported holding it in 13F filings for Q2 2026, worth $511.5M in total; Oaktree Capital is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Oaktree Specialty Lending Corp as of Mar 31, 2021. 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
171
No complete 13F data for Q4 2020
Shares held
86.8M
No complete 13F data for Q4 2020
Total value
$538.4M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting OCSL 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.

Institutional holdersQ1 2021: 171 institutions
Q1 2021: 171 institutionsQ2 2021: 171 institutionsQ3 2021: 175 institutionsQ4 2021: 190 institutionsQ1 2022: 200 institutionsQ2 2022: 215 institutionsQ3 2022: 200 institutionsQ4 2022: 198 institutionsQ1 2023: 186 institutionsQ2 2023: 183 institutionsQ3 2023: 188 institutionsQ4 2023: 207 institutionsQ1 2024: 198 institutionsQ2 2024: 199 institutionsQ3 2024: 196 institutionsQ4 2024: 197 institutionsQ1 2025: 189 institutionsQ2 2025: 193 institutionsQ3 2025: 185 institutionsQ4 2025: 203 institutionsQ1 2026: 187 institutionsQ2 2026: 166 institutions
Value heldQ1 2021: $538.4M
Q1 2021: $538.4MQ2 2021: $569.4MQ3 2021: $604.2MQ4 2021: $644.4MQ1 2022: $621.4MQ2 2022: $541.0MQ3 2022: $472.3MQ4 2022: $500.1MQ1 2023: $514.7MQ2 2023: $542.8MQ3 2023: $571.6MQ4 2023: $613.6MQ1 2024: $588.9MQ2 2024: $554.2MQ3 2024: $446.1MQ4 2024: $471.7MQ1 2025: $483.5MQ2 2025: $452.0MQ3 2025: $441.6MQ4 2025: $454.5MQ1 2026: $407.9MQ2 2026: $511.5M
Institutions holding OCSL and their total value by quarter
QuarterHoldersValue
Q2 2026166$511.5M
Q1 2026187$407.9M
Q4 2025203$454.5M
Q3 2025185$441.6M
Q2 2025193$452.0M
Q1 2025189$483.5M
Q4 2024197$471.7M
Q3 2024196$446.1M
Q2 2024199$554.2M
Q1 2024198$588.9M
Q4 2023207$613.6M
Q3 2023188$571.6M
Q2 2023183$542.8M
Q1 2023186$514.7M
Q4 2022198$500.1M
Q3 2022200$472.3M
Q2 2022215$541.0M
Q1 2022200$621.4M
Q4 2021190$644.4M
Q3 2021175$604.2M
Q2 2021171$569.4M
Q1 2021171$538.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Oaktree Specialty Lending Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OCSL in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
River Road Asset Management, LLC6,409,237$39.7M0.48%––
Rivernorth Capital Management, LLC6,079,328$37.7M2.26%––
Private Management Group Inc6,041,064$37.5M1.71%––
Bruni J V & Co4,657,350$28.9M3.67%––
Ares Management LLC4,095,814$25.4M1.22%––
Kennedy Capital Management, Inc.3,645,943$22.6M0.45%––
LSV Asset Management2,909,080$18.0M0.03%––
Arrowstreet Capital, Limited Partnership2,541,792$15.8M0.02%––
Claret Asset Management Corp2,448,447$15.2M2.82%––
Van Eck Associates Corp2,328,594$14.4M0.04%––
Centaurus Financial, Inc.2,309,991$14.3M1.41%––
Lindbrook Capital, LLC1,923,321$11.9M2.73%––
Morgan Stanley1,897,896$11.8M0.00%––
Investment Management of Virginia LLC1,683,133$10.4M2.10%––
Credit Suisse AG1,670,889$10.4M0.01%––
Punch & Associates Investment Management, Inc.1,631,895$10.1M0.61%––
Millennium Management LLC1,547,784$9.60M0.01%––
Cliffwater LLC1,302,859$8.08M1.92%––
Legal & General Group Plc1,281,086$7.94M0.00%––
TCW Group Inc1,242,868$7.71M0.07%––
Independent Advisor Alliance1,220,416$7.57M0.45%––
Waverton Investment Management Ltd1,197,641$7.42M0.33%––
Sumitomo Mitsui Trust Holdings, Inc.1,133,723$7.03M0.00%––
Muzinich & Co., Inc.1,133,723$7.02M3.99%––
Barclays PLC1,000,976$6.21M0.01%––
Evergreen Capital Management LLC975,699$6.05M0.31%––
Raymond James & Associates973,775$6.04M0.01%––
Standard Life Aberdeen plc960,138$5.95M0.01%––
Partners Group Holding AG905,859$5.62M0.48%––
Manufacturers Life Insurance Company, The873,464$5.42M0.00%––
Blue Zone Wealth Advisors, LLC865,629$5.37M2.28%––
Wells Fargo & Company814,637$5.05M0.00%––
Advisors Asset Management, Inc.796,287$4.94M0.08%––
Two Sigma Investments, LP788,852$4.89M0.01%––
Solas Capital Management, LLC788,387$4.89M4.11%––
Clayton Partners LLC719,903$4.46M4.31%––
Keeley-Teton Advisors, LLC719,790$4.46M0.47%––
Two Sigma Advisers, LP706,900$4.38M0.01%––
BlackRock Inc.654,322$4.06M0.00%––
Nicola Wealth Management Ltd.630,000$3.91M0.44%––
UBS Group AG616,562$3.82M0.00%––
Arnhold LLC600,540$3.72M0.45%––
McKinley Capital Management LLC /Delaware540,513$3.35M0.25%––
Springhouse Capital Management, LP529,816$3.29M3.27%––
1832 Asset Management L.P.455,321$2.84M0.01%––
Gabelli Funds LLC436,107$2.70M0.02%––
Neuberger Berman Group LLC400,114$2.48M0.00%––
Highlander Capital Management, LLC338,601$2.12M1.11%––
California Public Employees Retirement System309,674$1.92M0.00%––
Oaktree Capital Management LPSuperinvestorOaktree Capital276,000$1.71M0.02%––
Carnegie Capital Asset Management, LLC253,650$1.57M0.07%––
Advisory Research Inc245,972$1.52M0.11%––
HighTower Advisors, LLC245,098$1.50M0.00%––
Howard Capital Management Group, LLC240,124$1.49M0.16%––
Susquehanna International Group, LLP234,726$1.46M0.00%––
Callodine Capital Management, LP225,000$1.40M0.61%––
Clear Harbor Asset Management, LLC211,650$1.31M0.17%––
Citadel Advisors LLC203,699$1.26M0.00%––
Western Standard LLC186,302$1.16M0.83%––
Janney Montgomery Scott LLC177,972$1.10M0.01%––
RMB Capital Management, LLC165,413$1.03M0.04%––
Invesco Ltd.164,588$1.02M0.00%––
Texas Capital Bank Wealth Management Services Inc162,020$1.00M0.14%––
Advisor Group Holdings, Inc.153,912$954.0K0.00%––
Mackenzie Financial Corp152,077$943.0K0.00%––
Russell Investments Group, Ltd.151,051$936.0K0.00%––
Prelude Capital Management, LLC150,000$930.0K0.06%––
Guggenheim Capital LLC135,506$840.0K0.01%––
Bramshill Investments, LLC126,414$784.0K0.05%––
DnB Asset Management AS124,277$770.5K0.01%––
Brown Advisory Securities, LLC116,533$723.0K0.12%––
ETF Managers Group, LLC105,512$654.0K0.01%––
First Foundation Advisors100,049$621.0K0.03%––
D. E. Shaw & Co., Inc.94,435$585.0K0.00%––
Truist Financial Corp93,189$578.0K0.00%––
Stockman Wealth Management, Inc.90,200$559.0K0.16%––
Confluence Investment Management LLC88,876$551.0K0.01%––
Eagle Global Advisors LLC86,940$539.0K0.04%––
Virtus ETF Advisers LLC85,642$531.0K0.22%––
National Asset Management, Inc.85,070$528.0K0.02%––
Smith, Moore & Co.83,637$519.0K0.08%––
Vivaldi Asset Management, LLC83,428$517.0K0.10%––
Citigroup Inc77,408$480.0K0.00%––
JPMorgan Chase & Co77,406$479.0K0.00%––
Stifel Financial Corp67,261$417.0K0.00%––
Weiss Asset Management LP65,807$408.0K0.01%––
Northern Trust Corp64,353$399.0K0.00%––
Susquehanna Fundamental Investments, LLC61,410$381.0K0.01%––
Lokken Investment Group LLC60,531$375.0K0.33%––
PDT Partners, LLC59,300$368.0K0.03%––
HRT Financial LP57,365$355.0K0.00%––
Cambridge Investment Research Advisors, Inc.54,003$335.0K0.00%––
KBC Group NV53,791$334.0K0.00%––
Hennion & Walsh Asset Management, Inc.51,380$319.0K0.02%––
Mirae Asset Global Investments Co., Ltd.50,962$316.0K0.00%––
LPL Financial LLC50,685$314.0K0.00%––
Change Path, LLC49,615$308.0K0.02%––
Connor, Clark & Lunn Investment Management Ltd.48,854$303.0K0.00%––
Claybrook Capital, LLC48,175$299.0K0.17%––
SMH Capital Advisors Inc46,206$286.0K0.64%––