Oaktree Specialty Lending Corp

OCSL

Exchange: Nasdaq
SEC CIK: 0001414932

SEC filings (opens in a new tab)

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.

Q2 2021 vs. Q1 2021

How the institutions holding Oaktree Specialty Lending Corp changed between Q1 2021 and Q2 2021.

All holders in Q2 2021 All holders in Q1 2021

13F holders of OCSL: Q1 2021 compared with Q2 2021
Measure	Q1 2021	Q2 2021	Change
Holders	171	171	0
Shares	86.8M	85.1M	−1.73M (−2.0%)
Value	$538.4M	$569.4M	+$31.0M (+5.8%)

New holders (23)

Institutions that held Oaktree Specialty Lending Corp at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to OCSL in Q2 2021
Institution	Shares	Value	% of portfolio
Relative Value Partners Group, LLC	1,061,026	$7.10M	0.55%
Epiq Partners, LLC	605,000	$4.05M	2.03%
Alliancebernstein L.P.	87,253	$584.0K	0.00%
Northeast Financial Consultants Inc	86,500	$579.0K	0.04%
Goldman Sachs Group Inc	74,485	$499.0K	0.00%
Gsa Capital Partners LLP	50,499	$338.0K	0.04%
Financial Advisory Service, Inc.	49,200	$329.0K	0.03%
Qube Research & Technologies Ltd	47,069	$315.0K	0.00%
Cubist Systematic Strategies, LLC	40,568	$271.0K	0.00%
XTX Topco Ltd	27,639	$185.0K	0.06%
Mission Wealth Management, LP	19,167	$128.0K	0.01%
Magnus Financial Group LLC	17,454	$117.0K	0.03%
Belpointe Asset Management LLC	16,973	$114.0K	0.01%
Essex Financial Services, Inc.	16,614	$111.0K	0.02%
Samalin Investment Counsel, LLC	16,100	$108.0K	0.07%
First Republic Investment Management, Inc.	15,967	$107.0K	0.00%
Deutsche Bank AG	15,480	$104.0K	0.00%
Cipher Capital LP	14,758	$99.0K	0.05%
Kestra Private Wealth Services, LLC	12,848	$86.0K	0.01%
Tradition Wealth Management, LLC	5,989	$40.0K	0.01%
NEXT Financial Group, Inc	1,023	$7.00K	0.00%
Arkadios Wealth Advisors	300	$2.00K	0.00%
Northwestern Mutual Wealth Management Co	100	$1.00K	0.00%

Sold out (23)

Institutions that held Oaktree Specialty Lending Corp at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of OCSL in Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
Springhouse Capital Management, LP	529,816	$3.29M
California Public Employees Retirement System	309,674	$1.92M
ETF Managers Group, LLC	105,512	$654.0K
Vivaldi Asset Management, LLC	83,428	$517.0K
JPMorgan Chase & Co	77,406	$479.0K
PDT Partners, LLC	59,300	$368.0K
Change Path, LLC	49,615	$308.0K
Connor, Clark & Lunn Investment Management Ltd.	48,854	$303.0K
Claybrook Capital, LLC	48,175	$299.0K
Trexquant Investment LP	16,478	$102.0K
Cresset Asset Management, LLC	12,711	$79.0K
Jump Financial, LLC	12,100	$75.0K
Raymond James Trust N.A.	10,266	$64.0K
Legacy Bridge, LLC	8,147	$51.0K
Total Clarity Wealth Management, Inc.	7,450	$46.0K
Steward Partners Investment Advisory, LLC	2,520	$15.6K
International Assets Investment Management, LLC	2,714	$15.0K
Bank of Montreal	1,500	$10.0K
First Command Bank	1,240	$8.00K
First Command Financial Services, Inc.	1,240	$8.00K
Tower Research Capital LLC (TRC)	300	$2.00K
Valeo Financial Advisors, LLC	342	$2.00K
FMR LLC	1	$0