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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 2023

Institutional positions in Oaktree Specialty Lending Corp as of Mar 31, 2023. 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
186
−11 vs. Q4 2022
Shares held
27.5M
+3.29M (+13.6%) vs. Q4 2022Converted for a 1-for-3 split
Total value
$514.7M
+$14.9M (+3.0%) vs. Q4 2022
New holders
48
74 more added
Sold out
59
38 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 186 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 2023: $514.7M
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 2023

Shares, value and share of portfolio for each institution holding Oaktree Specialty Lending Corp; share changes are against Q4 2022.

Institutions holding OCSL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Oaktree Capital Management LPSuperinvestorOaktree Capital1,671,503$31.4M0.35%00.0%UnchangedConverted for a 1-for-3 split
Bruni J V & Co1,518,864$28.5M3.95%00.0%UnchangedConverted for a 1-for-3 split
Lindbrook Capital, LLC1,365,539$25.6M3.00%−22,246−1.6%ReducedConverted for a 1-for-3 split
LSV Asset Management1,177,930$22.1M0.05%−74,115−5.9%ReducedConverted for a 1-for-3 split
Claret Asset Management Corp1,087,573$20.4M4.03%+53,386+5.2%AddedConverted for a 1-for-3 split
Ares Management LLC1,077,848$20.2M1.12%−124,270−10.3%ReducedConverted for a 1-for-3 split
Morgan Stanley1,071,947$20.1M0.00%+470,401+78.2%AddedConverted for a 1-for-3 split
Van Eck Associates Corp1,041,165$19.5M0.04%+268,346+34.7%AddedConverted for a 1-for-3 split
Private Management Group Inc1,020,635$19.2M0.86%−115,635−10.2%ReducedConverted for a 1-for-3 split
Partners Group Holding AG962,486$18.1M1.46%+691,569+255.3%AddedConverted for a 1-for-3 split
Greenwich Investment Management, Inc.875,973$16.4M12.63%+21,886+2.6%AddedConverted for a 1-for-3 split
Punch & Associates Investment Management, Inc.780,504$14.7M0.94%+203,466+35.3%AddedConverted for a 1-for-3 split
Two Sigma Advisers, LP609,371$11.4M0.03%+144,438+31.1%AddedConverted for a 1-for-3 split
1832 Asset Management L.P.600,329$11.3M0.02%+511,874+578.7%AddedConverted for a 1-for-3 split
Investment Management of Virginia LLC574,561$10.8M2.05%+23,663+4.3%AddedConverted for a 1-for-3 split
Credit Suisse AG544,226$10.2M0.01%+140,605+34.8%AddedConverted for a 1-for-3 split
Millennium Management LLC508,548$9.54M0.01%−283,044−35.8%ReducedConverted for a 1-for-3 split
Cliffwater LLC451,662$8.48M2.71%−215,165−32.3%ReducedConverted for a 1-for-3 split
Legal & General Group Plc415,129$7.79M0.00%+10,189+2.5%AddedConverted for a 1-for-3 split
Two Sigma Investments, LP410,234$7.70M0.02%−108,982−21.0%ReducedConverted for a 1-for-3 split
BlackRock Inc.359,017$6.74M0.00%−97,142−21.3%ReducedConverted for a 1-for-3 split
Waverton Investment Management Ltd336,945$6.32M0.20%−204,380−37.8%ReducedConverted for a 1-for-3 split
Evergreen Capital Management LLC318,473$5.98M0.27%+318,473New
Manufacturers Life Insurance Company, The292,116$5.48M0.00%00.0%UnchangedConverted for a 1-for-3 split
Advisors Asset Management, Inc.270,018$5.07M0.10%+10,731+4.1%AddedConverted for a 1-for-3 split
Rezny Wealth Management, Inc.263,297$4.94M1.82%+1,883+0.7%AddedConverted for a 1-for-3 split
Wells Fargo & Company247,533$4.65M0.00%+6,458+2.7%AddedConverted for a 1-for-3 split
Allspring Global Investments Holdings, LLC245,044$4.60M0.01%+47,659+24.1%AddedConverted for a 1-for-3 split
UBS Group AG244,974$4.60M0.00%+29,172+13.5%AddedConverted for a 1-for-3 split
Greenland Capital Management LP238,524$4.48M0.53%+208,524+695.1%AddedConverted for a 1-for-3 split
Muzinich & Co., Inc.235,897$4.43M3.83%−4,701−2.0%ReducedConverted for a 1-for-3 split
Sumitomo Mitsui Trust Holdings, Inc.233,197$4.38M0.00%−7,401−3.1%ReducedConverted for a 1-for-3 split
Hennion & Walsh Asset Management, Inc.228,735$4.29M0.26%+1,488+0.7%AddedConverted for a 1-for-3 split
First Republic Investment Management, Inc.225,399$4.23M0.01%+225,399New
Qube Research & Technologies Ltd218,770$4.11M0.02%+163,463+295.6%AddedConverted for a 1-for-3 split
Bank of America Corp209,813$3.94M0.00%+107,323+104.7%AddedConverted for a 1-for-3 split
Epiq Partners, LLC201,732$3.79M2.61%+9,465+4.9%AddedConverted for a 1-for-3 split
Neuberger Berman Group LLC197,637$3.71M0.00%+74,926+61.1%AddedConverted for a 1-for-3 split
Independent Advisor Alliance190,204$3.57M0.17%−21,154−10.0%ReducedConverted for a 1-for-3 split
McKinley Capital Management LLC /Delaware172,790$3.24M0.43%−1,272−0.7%ReducedConverted for a 1-for-3 split
Clayton Partners LLC152,266$2.86M2.78%+1,062+0.7%AddedConverted for a 1-for-3 split
Gabelli Funds LLC150,070$2.82M0.02%+150,070New
Carnegie Capital Asset Management, LLC139,072$2.61M0.10%00.0%UnchangedConverted for a 1-for-3 split
Triad Investment Management115,191$2.16M3.14%+8,118+7.6%AddedConverted for a 1-for-3 split
Kennedy Capital Management, Inc.115,061$2.16M0.06%+115,061New
Texas Capital Bank Wealth Management Services Inc111,297$2.09M0.24%−2,637−2.3%ReducedConverted for a 1-for-3 split
LPL Financial LLC105,230$1.98M0.00%+21,869+26.2%AddedConverted for a 1-for-3 split
Condor Capital Management102,951$1.93M0.24%+16,630+19.3%AddedConverted for a 1-for-3 split
DnB Asset Management AS102,327$1.92M0.01%00.0%UnchangedConverted for a 1-for-3 split
Standard Life Aberdeen plc93,119$1.75M0.00%−41,466−30.8%ReducedConverted for a 1-for-3 split
Claybrook Capital, LLC90,468$1.70M0.95%+9,476+11.7%AddedConverted for a 1-for-3 split
Highlander Capital Management, LLC87,608$1.66M0.81%+746+0.9%AddedConverted for a 1-for-3 split
Commonwealth Equity Services, LLC82,918$1.56M0.00%+23,088+38.6%AddedConverted for a 1-for-3 split
Bramshill Investments, LLC80,897$1.52M0.18%+1,507+1.9%AddedConverted for a 1-for-3 split
JPMorgan Chase & Co80,503$1.51M0.00%+70,535+707.6%AddedConverted for a 1-for-3 split
Howard Capital Management Group, LLC80,041$1.50M0.16%00.0%UnchangedConverted for a 1-for-3 split
HighTower Advisors, LLC79,697$1.50M0.00%+79,697New
Visionary Wealth Advisors77,676$1.46M0.12%+77,676New
Cornerstone Advisory, LLC77,047$1.45M0.26%+77,047New
AE Wealth Management LLC74,855$1.41M0.01%+60,665+427.5%AddedConverted for a 1-for-3 split
Carmel Capital Partners, LLC72,874$1.37M0.81%+1,420+2.0%AddedConverted for a 1-for-3 split
Legacy Capital Wealth Partners, LLC71,217$1.34M0.37%+6,231+9.6%AddedConverted for a 1-for-3 split
Basso Capital Management, L.P.70,421$1.32M1.28%+70,421New
Cambridge Investment Research Advisors, Inc.69,286$1.30M0.01%+25,132+56.9%AddedConverted for a 1-for-3 split
GraniteShares Advisors LLC69,236$1.30M1.15%+69,236New
Royal Bank of Canada65,917$1.24M0.00%+47,334+254.7%AddedConverted for a 1-for-3 split
Advisory Research Inc61,729$1.16M0.19%+1,899+3.2%AddedConverted for a 1-for-3 split
BI Asset Management Fondsmaeglerselskab A/S61,474$1.15M0.03%+11,892+24.0%AddedConverted for a 1-for-3 split
Advisor Group Holdings, Inc.60,814$1.14M0.00%−18,032−22.9%ReducedConverted for a 1-for-3 split
TCW Group Inc60,073$1.13M0.01%−12,076−16.7%ReducedConverted for a 1-for-3 split
Alpha DNA Investment Management LLC57,375$1.08M0.55%+57,375New
Tudor Investment Corp Et Al51,341$964.0K0.02%+51,341New
Janney Montgomery Scott LLC50,854$955.0K0.00%−30,911−37.8%ReducedConverted for a 1-for-3 split
Cubist Systematic Strategies, LLC49,303$925.4K0.01%+42,227+596.7%AddedConverted for a 1-for-3 split
Brown Advisory Inc49,270$924.8K0.00%+49,270New
Hamilton Capital Partners Inc.47,633$894.1K0.32%+47,633New
Mackenzie Financial Corp46,869$879.7K0.00%+46,869New
The PNC Financial Services Group, Inc.46,632$875.3K0.00%00.0%UnchangedConverted for a 1-for-3 split
First Manhattan Co46,354$870.1K0.00%00.0%UnchangedConverted for a 1-for-3 split
Raymond James & Associates45,063$845.8K0.00%+4,788+11.9%AddedConverted for a 1-for-3 split
Northern Trust Corp42,362$795.1K0.00%+26,409+165.5%AddedConverted for a 1-for-3 split
Invesco Ltd.41,368$776.5K0.00%−26,802−39.3%ReducedConverted for a 1-for-3 split
Samalin Investment Counsel, LLC41,060$770.7K0.46%+10,632+34.9%AddedConverted for a 1-for-3 split
Putnam Investments LLC40,345$757.3K0.00%+30,875+326.0%AddedConverted for a 1-for-3 split
Stifel Financial Corp39,961$750.1K0.00%+18,410+85.4%AddedConverted for a 1-for-3 split
Integrated Advisors Network LLC39,761$746.3K0.04%+39,761New
Clear Harbor Asset Management, LLC39,581$742.9K0.08%−1,110−2.7%ReducedConverted for a 1-for-3 split
Arete Wealth Advisors, LLC38,481$722.0K0.06%+287+0.8%AddedConverted for a 1-for-3 split
HRT Financial LP36,832$691.0K0.01%−83,385−69.4%ReducedConverted for a 1-for-3 split
Emerald Mutual Fund Advisers Trust36,405$683.3K0.04%+36,405New
Confluence Investment Management LLC36,330$681.9K0.01%+7,142+24.5%AddedConverted for a 1-for-3 split
FJ Capital Management LLC35,639$668.9K0.08%+35,639New
Financial Advisory Service, Inc.35,458$665.5K0.07%−542−1.5%ReducedConverted for a 1-for-3 split
True Capital Management34,607$649.6K0.44%−1,095−3.1%ReducedConverted for a 1-for-3 split
Balyasny Asset Management LLC34,061$639.3K0.00%+24,220+246.1%AddedConverted for a 1-for-3 split
Cetera Investment Advisers33,886$636.0K0.01%+23,547+227.7%AddedConverted for a 1-for-3 split
Leonteq Securities AG32,328$606.8K0.06%+32,328New
Northeast Financial Consultants Inc32,166$603.8K0.04%00.0%UnchangedConverted for a 1-for-3 split
Natixis31,272$587.0K0.01%+1,407+4.7%AddedConverted for a 1-for-3 split
Ameriprise Financial Inc29,903$561.3K0.00%+1,631+5.8%AddedConverted for a 1-for-3 split