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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
Huntington National Bank1$00.00%––
FMR LLC1$00.00%––
US Bancorp271$2.00K0.00%––
Tower Research Capital LLC (TRC)300$2.00K0.00%––
Valeo Financial Advisors, LLC342$2.00K0.00%––
Delta Asset Management LLC498$3.00K0.00%––
Quantbot Technologies LP519$3.00K0.00%––
Joseph P. Lucia & Associates, LLC525$3.00K0.00%––
GPS Wealth Strategies Group, LLC1,200$7.00K0.00%––
CWM, LLC1,169$8.00K0.00%––
First Command Bank1,240$8.00K0.00%––
First Command Financial Services, Inc.1,240$8.00K0.00%––
Bank of Montreal1,500$10.0K0.00%––
North Star Investment Management Corp.1,716$11.0K0.00%––
Adirondack Trust Co1,909$12.0K0.01%––
International Assets Investment Management, LLC2,714$15.0K0.00%––
Steward Partners Investment Advisory, LLC2,520$15.6K0.00%––
Charter Oak Capital Management, LLC2,620$16.0K0.00%––
Selective Wealth Management, Inc.2,895$18.0K0.02%––
Founders Capital Management3,000$19.0K0.01%––
Proequities, Inc.3,303$20.0K0.00%––
Geneos Wealth Management Inc.3,588$23.0K0.00%––
Macquarie Group Ltd4,293$27.0K0.00%––
Total Clarity Wealth Management, Inc.7,450$46.0K0.03%––
Legacy Bridge, LLC8,147$51.0K0.03%––
Johnson Midwest Financial, LLC8,478$53.0K0.06%––
Newbridge Financial Services Group, Inc.8,824$55.0K0.04%––
Raymond James Trust N.A.10,266$64.0K0.00%––
Hilton Capital Management, LLC10,335$64.0K0.01%––
Sheaff Brock Investment Advisors, LLC10,450$65.0K0.01%––
Oppenheimer & Co Inc11,077$68.0K0.00%––
Squarepoint Ops LLC10,953$68.0K0.00%––
Harbour Investments, Inc.11,275$70.0K0.00%––
Brookstone Capital Management11,849$73.0K0.00%––
Financial Counselors Inc11,905$74.0K0.00%––
Jump Financial, LLC12,100$75.0K0.01%––
Scotia Capital Inc.12,554$78.0K0.00%––
Buckingham Strategic Wealth, LLC12,500$78.0K0.00%––
FNY Investment Advisers, LLC12,676$78.0K0.03%––
Cresset Asset Management, LLC12,711$79.0K0.00%––
Stephens Inc13,190$82.0K0.00%––
Childress Capital Advisors, LLC13,500$83.0K0.04%––
Commonwealth Equity Services, LLC14,715$91.0K0.00%––
Davenport & Co LLC15,000$93.0K0.00%––
Ameriprise Financial Inc15,166$94.0K0.00%––
Schwarz Dygos Wheeler Investment Advisors LLC15,528$96.0K0.04%––
Trexquant Investment LP16,478$102.0K0.01%––
Grimes & Company, Inc.19,213$119.0K0.01%––
First Manhattan Co20,000$124.0K0.00%––
Brown Advisory Inc20,000$124.0K0.00%––
Cohen Capital Management, Inc.20,022$124.0K0.02%––
Peak Financial Advisors LLC20,345$126.0K0.11%––
Envestnet Asset Management Inc21,083$131.0K0.00%––
Quadrature Capital Ltd21,361$132.0K0.01%––
Spire Wealth Management21,486$133.0K0.00%––
Rezny Wealth Management, Inc.22,123$137.0K0.05%––
Mercer Global Advisors Inc22,833$142.0K0.00%––
Calton & Associates, Inc.24,173$150.0K0.03%––
Rockefeller Capital Management L.P.24,512$151.0K0.00%––
Garner Asset Management Corp25,065$155.0K0.08%––
Bank of America Corp25,732$159.0K0.00%––
Atlas Private Wealth Advisors25,710$159.0K0.09%––
Victory Capital Management Inc26,370$163.0K0.00%––
Wolverine Asset Management LLC27,839$172.0K0.00%––
Sequoia Financial Advisors, LLC29,181$181.0K0.01%––
Raymond James Financial Services Advisors, Inc.31,844$197.0K0.00%––
Great West Life Assurance Co36,471$224.0K0.00%––
Shelton Capital Management37,068$230.0K0.01%––
Royal Bank of Canada37,484$232.0K0.00%––
Boston Private Wealth LLC39,382$244.0K0.00%––
Cedar Brook Financial Partners, LLC39,827$247.0K0.09%––
SMH Capital Advisors Inc46,206$286.0K0.64%––
Claybrook Capital, LLC48,175$299.0K0.17%––
Connor, Clark & Lunn Investment Management Ltd.48,854$303.0K0.00%––
Change Path, LLC49,615$308.0K0.02%––
LPL Financial LLC50,685$314.0K0.00%––
Mirae Asset Global Investments Co., Ltd.50,962$316.0K0.00%––
Hennion & Walsh Asset Management, Inc.51,380$319.0K0.02%––
KBC Group NV53,791$334.0K0.00%––
Cambridge Investment Research Advisors, Inc.54,003$335.0K0.00%––
HRT Financial LP57,365$355.0K0.00%––
PDT Partners, LLC59,300$368.0K0.03%––
Lokken Investment Group LLC60,531$375.0K0.33%––
Susquehanna Fundamental Investments, LLC61,410$381.0K0.01%––
Northern Trust Corp64,353$399.0K0.00%––
Weiss Asset Management LP65,807$408.0K0.01%––
Stifel Financial Corp67,261$417.0K0.00%––
JPMorgan Chase & Co77,406$479.0K0.00%––
Citigroup Inc77,408$480.0K0.00%––
Vivaldi Asset Management, LLC83,428$517.0K0.10%––
Smith, Moore & Co.83,637$519.0K0.08%––
National Asset Management, Inc.85,070$528.0K0.02%––
Virtus ETF Advisers LLC85,642$531.0K0.22%––
Eagle Global Advisors LLC86,940$539.0K0.04%––
Confluence Investment Management LLC88,876$551.0K0.01%––
Stockman Wealth Management, Inc.90,200$559.0K0.16%––
Truist Financial Corp93,189$578.0K0.00%––
D. E. Shaw & Co., Inc.94,435$585.0K0.00%––
First Foundation Advisors100,049$621.0K0.03%––
ETF Managers Group, LLC105,512$654.0K0.01%––