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.

Q1 2022 vs. Q4 2021

How the institutions holding Oaktree Specialty Lending Corp changed between Q4 2021 and Q1 2022.

All holders in Q1 2022 All holders in Q4 2021

13F holders of OCSL: Q4 2021 compared with Q1 2022
Measure	Q4 2021	Of which not filed for Q1 2022	Q1 2022	Change
Holders	190	1	200	+11
Shares	86.5M	10.3K	84.3M	−2.17M (−2.5%)
Value	$644.4M	$77.0K	$621.4M	−$22.9M (−3.6%)

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Oaktree Specialty Lending Corp at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to OCSL in Q1 2022
Institution	Shares	Value	% of portfolio
HRT Financial LP	167,821	$1.24M	0.01%
Condor Capital Management	85,465	$630.0K	0.07%
Ilmarinen Mutual Pension Insurance Co	80,083	$590.0K	0.01%
Susquehanna International Group, LLP	51,214	$377.0K	0.00%
Marcum Wealth, LLC	40,000	$295.0K	0.04%
EMC Capital Management	40,783	$292.0K	0.21%
Sawtooth Solutions, LLC	38,404	$283.0K	0.03%
Goodwin Daniel L	35,600	$262.0K	0.11%
Thrivent Financial for Lutherans	26,900	$201.0K	0.00%
Institute for Wealth Management, LLC.	25,400	$187.0K	0.03%
Madison Wealth Management	20,200	$149.0K	0.03%
Fox Run Management, L.L.C.	18,172	$134.0K	0.07%
Quantbot Technologies LP	18,082	$133.0K	0.01%
Y-Intercept (Hong Kong) Ltd	16,452	$121.0K	0.03%
Boston Private Wealth LLC	16,004	$118.0K	0.00%
Dynamic Technology Lab Private Ltd	15,554	$115.0K	0.01%
Welch & Forbes LLC	14,710	$108.0K	0.00%
CenterBook Partners LP	14,023	$103.0K	0.04%
Kore Private Wealth LLC	13,400	$99.0K	0.01%
Atria Wealth Solutions, Inc.	13,339	$98.0K	0.00%
Kistler-Tiffany Companies, LLC	7,649	$56.0K	0.01%
FMR LLC	4,269	$31.0K	0.00%
TCWP LLC	1,000	$7.00K	0.00%
Sound Income Strategies, LLC	569	$4.00K	0.00%
Joseph P. Lucia & Associates, LLC	525	$4.00K	0.00%
Heritage Wealth Management, LLC	150	$1.00K	0.00%

Sold out (15)

Institutions that held Oaktree Specialty Lending Corp at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of OCSL in Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
River Road Asset Management, LLC	3,774,644	$28.2M
Advisors Asset Management, Inc.	924,335	$6.90M
Comerica Bank	108,946	$811.0K
Marshall Wace, LLP	52,591	$392.0K
Quadrature Capital Ltd	45,678	$341.0K
Peak Financial Advisors LLC	23,935	$179.0K
Susquehanna Fundamental Investments, LLC	22,339	$167.0K
Capital Asset Advisory Services LLC	20,734	$155.0K
Jane Street Group, LLC	14,617	$109.0K
Foster Victor Wealth Advisors, LLC	12,251	$95.0K
USA Financial Portformulas Corp	11,642	$87.0K
Nomura Holdings Inc	10,000	$75.0K
Snowden Capital Advisors LLC	4,011	$29.0K
Aquatic Capital Management LLC	2,600	$19.0K
Signet Financial Management, LLC	750	$6.00K

Not filed for Q1 2022 yet (1)

Institutions that held Oaktree Specialty Lending Corp at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OCSL in Q4 2021 that haven't filed for Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Harbour Investments, Inc.	10,316	$77.0K