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 2022
Institutional positions in Oaktree Specialty Lending Corp as of Mar 31, 2022. 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
- 200
- +11 vs. Q4 2021
- Shares held
- 84.3M
- −2.17M (−2.5%) vs. Q4 2021
- Total value
- $621.4M
- −$22.9M (−3.6%) vs. Q4 2021
- New holders
- 26
- 82 more added
- Sold out
- 15
- 56 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 166 | $511.5M |
| Q1 2026 | 187 | $407.9M |
| Q4 2025 | 203 | $454.5M |
| Q3 2025 | 185 | $441.6M |
| Q2 2025 | 193 | $452.0M |
| Q1 2025 | 189 | $483.5M |
| Q4 2024 | 197 | $471.7M |
| Q3 2024 | 196 | $446.1M |
| Q2 2024 | 199 | $554.2M |
| Q1 2024 | 198 | $588.9M |
| Q4 2023 | 207 | $613.6M |
| Q3 2023 | 188 | $571.6M |
| Q2 2023 | 183 | $542.8M |
| Q1 2023 | 186 | $514.7M |
| Q4 2022 | 198 | $500.1M |
| Q3 2022 | 200 | $472.3M |
| Q2 2022 | 215 | $541.0M |
| Q1 2022 | 200 | $621.4M |
| Q4 2021 | 190 | $644.4M |
| Q3 2021 | 175 | $604.2M |
| Q2 2021 | 171 | $569.4M |
| Q1 2021 | 171 | $538.4M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Oaktree Specialty Lending Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 150 | $1.00K | 0.00% | +150 | New |
| Retirement Group, LLC | 331 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 500 | $3.69K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 523 | $4.00K | 0.00% | −938−64.2% | Reduced |
| Sound Income Strategies, LLC | 569 | $4.00K | 0.00% | +569 | New |
| Joseph P. Lucia & Associates, LLC | 525 | $4.00K | 0.00% | +525 | New |
| Salem Investment Counselors Inc | 850 | $6.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 940 | $7.00K | 0.00% | −776−45.2% | Reduced |
| CWM, LLC | 902 | $7.00K | 0.00% | −267−22.8% | Reduced |
| Ahrens Investment Partners LLC | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 1,000 | $7.00K | 0.00% | +1,000 | New |
| AllSquare Wealth Management LLC | 1,400 | $10.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,300 | $10.0K | 0.00% | +1,000+333.3% | Added |
| Strategic Asset Management, LLC | 1,500 | $11.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,909 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 2,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,289 | $17.0K | 0.00% | −3,700−61.8% | Reduced |
| Geneos Wealth Management Inc. | 2,516 | $18.0K | 0.00% | −1,092−30.3% | Reduced |
| Charter Oak Capital Management, LLC | 2,620 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,813 | $21.0K | 0.00% | −341−10.8% | Reduced |
| Selective Wealth Management, Inc. | 2,895 | $21.0K | 0.01% | +1,895+189.5% | Added |
| Founders Capital Management | 3,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,174 | $31.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,846 | $31.0K | 0.00% | +3,449+143.9% | Added |
| FMR LLC | 4,269 | $31.0K | 0.00% | +4,269 | New |
| Macquarie Group Ltd | 4,293 | $32.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,600 | $34.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 7,649 | $56.0K | 0.01% | +7,649 | New |
| Johnson Midwest Financial, LLC | 8,630 | $64.0K | 0.09% | +41+0.5% | Added |
| JPMorgan Chase & Co | 9,376 | $69.0K | 0.00% | −638−6.4% | Reduced |
| Cetera Advisor Networks LLC | 10,195 | $75.0K | 0.00% | +40+0.4% | Added |
| Cetera Advisors LLC | 10,152 | $75.0K | 0.00% | +61+0.6% | Added |
| Hilton Capital Management, LLC | 10,335 | $76.0K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 10,450 | $77.0K | 0.01% | −3,000−22.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,450 | $77.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 10,667 | $79.0K | 0.04% | −6,686−38.5% | Reduced |
| MML Investors Services, LLC | 10,678 | $79.0K | 0.00% | +673+6.7% | Added |
| Seelaus Asset Management LLC | 10,879 | $80.0K | 0.05% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 12,000 | $88.0K | 0.08% | 00.0% | Unchanged |
| Financial Counselors Inc | 11,905 | $88.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 12,500 | $92.0K | 0.00% | −3,500−21.9% | Reduced |
| Scotia Capital Inc. | 12,618 | $93.0K | 0.00% | +64+0.5% | Added |
| Stephens Inc | 13,190 | $97.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,339 | $98.0K | 0.00% | +13,339 | New |
| Kore Private Wealth LLC | 13,400 | $99.0K | 0.01% | +13,400 | New |
| CIBC Asset Management Inc | 14,016 | $103.0K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 14,023 | $103.0K | 0.04% | +14,023 | New |
| Welch & Forbes LLC | 14,710 | $108.0K | 0.00% | +14,710 | New |
| Willis Johnson & Associates, Inc. | 15,333 | $113.0K | 0.01% | +439+2.9% | Added |
| Dynamic Technology Lab Private Ltd | 15,554 | $115.0K | 0.01% | +15,554 | New |
| Spire Wealth Management | 16,070 | $118.0K | 0.00% | −5,416−25.2% | Reduced |
| Boston Private Wealth LLC | 16,004 | $118.0K | 0.00% | +16,004 | New |
| Davenport & Co LLC | 16,200 | $119.0K | 0.00% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 16,500 | $121.0K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,452 | $121.0K | 0.03% | +16,452 | New |
| Garner Asset Management Corp | 16,711 | $123.0K | 0.05% | −1,378−7.6% | Reduced |
| Magnus Financial Group LLC | 17,480 | $129.0K | 0.02% | +9+0.1% | Added |
| US Bancorp | 17,571 | $129.0K | 0.00% | +5,500+45.6% | Added |
| Mercer Global Advisors Inc | 17,854 | $132.0K | 0.00% | −7,664−30.0% | Reduced |
| Integrated Advisors Network LLC | 17,940 | $132.0K | 0.01% | −313−1.7% | Reduced |
| Quantbot Technologies LP | 18,082 | $133.0K | 0.01% | +18,082 | New |
| Bank of America Corp | 18,270 | $134.0K | 0.00% | +195+1.1% | Added |
| Fox Run Management, L.L.C. | 18,172 | $134.0K | 0.07% | +18,172 | New |
| Good Life Advisors, LLC | 19,153 | $141.0K | 0.02% | −2,697−12.3% | Reduced |
| Mission Wealth Management, LP | 19,167 | $141.0K | 0.01% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 20,022 | $148.0K | 0.03% | 00.0% | Unchanged |
| Madison Wealth Management | 20,200 | $149.0K | 0.03% | +20,200 | New |
| Victory Capital Management Inc | 22,972 | $164.0K | 0.00% | −379−1.6% | Reduced |
| Grimes & Company, Inc. | 23,355 | $172.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 23,614 | $174.0K | 0.02% | +5,000+26.9% | Added |
| CIBC World Markets Inc. | 23,990 | $177.0K | 0.00% | +2,565+12.0% | Added |
| Institute for Wealth Management, LLC. | 25,400 | $187.0K | 0.03% | +25,400 | New |
| Valeo Financial Advisors, LLC | 40,935 | $200.0K | 0.01% | +15,935+63.7% | Added |
| Thrivent Financial for Lutherans | 26,900 | $201.0K | 0.00% | +26,900 | New |
| Total Clarity Wealth Management, Inc. | 27,556 | $203.0K | 0.11% | −2,170−7.3% | Reduced |
| Rockefeller Capital Management L.P. | 30,751 | $226.0K | 0.00% | +73+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 30,920 | $228.0K | 0.00% | −25,355−45.1% | Reduced |
| Moors & Cabot, Inc. | 31,965 | $236.0K | 0.01% | +6,654+26.3% | Added |
| Cedar Brook Financial Partners, LLC | 33,315 | $246.0K | 0.06% | −1,000−2.9% | Reduced |
| Calton & Associates, Inc. | 35,116 | $258.0K | 0.08% | +6,288+21.8% | Added |
| Goodwin Daniel L | 35,600 | $262.0K | 0.11% | +35,600 | New |
| BNP Paribas Arbitrage, SA | 35,700 | $263.1K | 0.00% | +24,900+230.6% | Added |
| Northern Trust Corp | 37,501 | $276.0K | 0.00% | +14,266+61.4% | Added |
| Sawtooth Solutions, LLC | 38,404 | $283.0K | 0.03% | +38,404 | New |
| Jump Financial, LLC | 38,698 | $285.0K | 0.01% | +8,911+29.9% | Added |
| EMC Capital Management | 40,783 | $292.0K | 0.21% | +40,783 | New |
| Marcum Wealth, LLC | 40,000 | $295.0K | 0.04% | +40,000 | New |
| Cetera Investment Advisers | 40,376 | $298.0K | 0.00% | +55+0.1% | Added |
| Ameriprise Financial Inc | 42,856 | $316.0K | 0.00% | +17,249+67.4% | Added |
| Guggenheim Capital LLC | 43,720 | $322.0K | 0.00% | +8,302+23.4% | Added |
| SMH Capital Advisors Inc | 44,812 | $330.0K | 0.54% | −213−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 45,800 | $338.0K | 0.00% | +18,700+69.0% | Added |
| Brown Advisory Inc | 50,000 | $368.0K | 0.00% | +13,721+37.8% | Added |
| Susquehanna International Group, LLP | 51,214 | $377.0K | 0.00% | +51,214 | New |
| Eagle Global Advisors LLC | 51,570 | $380.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 51,863 | $382.0K | 0.00% | +1,371+2.7% | Added |
| KBC Group NV | 53,791 | $396.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 55,396 | $409.0K | 0.02% | +17,363+45.7% | Added |