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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.

Q1 2023 vs. Q4 2022

How the institutions holding Oaktree Specialty Lending Corp changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of OCSL: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1981186−11
SharesConverted for a 1-for-3 split24.2M16.1K27.5M+3.29M (+13.6%)
Value$500.1M$332.8K$514.7M+$14.9M (+3.0%)

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Oaktree Specialty Lending Corp at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to OCSL in Q1 2023
InstitutionSharesValue% of portfolio
Evergreen Capital Management LLC318,473$5.98M0.27%
First Republic Investment Management, Inc.225,399$4.23M0.01%
Gabelli Funds LLC150,070$2.82M0.02%
Kennedy Capital Management, Inc.115,061$2.16M0.06%
HighTower Advisors, LLC79,697$1.50M0.00%
Visionary Wealth Advisors77,676$1.46M0.12%
Cornerstone Advisory, LLC77,047$1.45M0.26%
Basso Capital Management, L.P.70,421$1.32M1.28%
GraniteShares Advisors LLC69,236$1.30M1.15%
Alpha DNA Investment Management LLC57,375$1.08M0.55%
Tudor Investment Corp Et Al51,341$964.0K0.02%
Brown Advisory Inc49,270$924.8K0.00%
Hamilton Capital Partners Inc.47,633$894.1K0.32%
Mackenzie Financial Corp46,869$879.7K0.00%
Integrated Advisors Network LLC39,761$746.3K0.04%
Emerald Mutual Fund Advisers Trust36,405$683.3K0.04%
FJ Capital Management LLC35,639$668.9K0.08%
Leonteq Securities AG32,328$606.8K0.06%
Envestnet Asset Management Inc27,541$516.9K0.00%
Atria Wealth Solutions, Inc.27,033$507.4K0.01%
Chicago Partners Investment Group LLC26,122$491.6K0.03%
Stockman Wealth Management, Inc.23,893$448.5K0.10%
MRP Capital Investments, LLC20,899$392.3K0.43%
Nordwand Advisors, LLC19,666$369.1K0.06%
Nilsine Partners, LLC16,455$308.9K0.05%
PEAK6 Investments LLC13,918$261.2K0.02%
Sunbelt Securities, Inc.12,612$234.2K0.04%
Apollon Wealth Management, LLC12,376$232.3K0.01%
Naviter Wealth, LLC11,537$216.5K0.08%
Two Sigma Securities, LLC11,189$210.0K0.02%
Cornerstone Wealth Management, LLC10,754$201.9K0.02%
CM Wealth Advisors LLC10,860$201.0K0.04%
Creative Planning10,198$191.4K0.00%
Bank Julius Baer & Co. Ltd, Zurich8,629$162.0K0.00%
Harbour Investments, Inc.3,794$71.2K0.00%
Aquatic Capital Management LLC3,800$71.0K0.00%
Kistler-Tiffany Companies, LLC2,549$47.8K0.01%
Tucker Asset Management LLC2,166$40.7K0.01%
GPS Wealth Strategies Group, LLC1,220$22.9K0.00%
Community Bank, N.A.1,000$18.8K0.00%
Macroview Investment Management LLC890$16.7K0.03%
Accel Wealth Management700$13.1K0.01%
McIlrath & Eck, LLC621$11.7K0.00%
Ahrens Investment Partners LLC333$6.25K0.00%
Steward Partners Investment Advisory, LLC75$1.41K0.00%
Signaturefd, LLC60$1.13K0.00%
TD Waterhouse Canada Inc.1$250.00%
Point72 Asset Management, L.P.1$190.00%

Sold out (59)

Institutions that held Oaktree Specialty Lending Corp at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of OCSL in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Blue Zone Wealth Advisors, LLC466,143$3.20M
Great West Life Assurance Co222,481$1.54M
Jump Financial, LLC153,559$1.05M
Caxton Associates LP60,520$415.8K
Jane Street Group, LLC55,804$383.4K
Relative Value Partners Group, LLC47,183$324.1K
SMH Capital Advisors Inc44,232$303.9K
Acrisure Capital Management, LLC42,320$290.7K
ExodusPoint Capital Management, LP39,604$272.0K
Bank of Montreal38,800$272.0K
Raymond James Financial Services Advisors, Inc.36,807$252.9K
Dorsey & Whitney Trust CO LLC32,000$219.8K
Quantbot Technologies LP31,079$213.5K
Cipher Capital LP30,253$207.8K
WealthPlan Investment Management, LLC10,000$201.2K
Eagle Global Advisors LLC28,720$197.3K
CIBC World Markets Inc.26,055$179.0K
Fox Run Management, L.L.C.25,728$176.8K
Valeo Financial Advisors, LLC25,000$171.8K
Cohen Capital Management, Inc.21,554$148.1K
Grimes & Company, Inc.20,627$141.7K
Madison Wealth Management20,200$138.8K
Trexquant Investment LP19,583$134.5K
Victory Capital Management Inc19,147$131.5K
Schonfeld Strategic Advisors LLC18,900$129.8K
Magnus Financial Group LLC17,425$119.7K
Calton & Associates, Inc.17,199$118.2K
Willis Johnson & Associates, Inc.17,156$117.9K
Mercer Global Advisors Inc17,029$117.0K
Cetera Advisor Networks LLC16,812$115.5K
Susquehanna International Group, LLP16,800$115.4K
Kestra Advisory Services, LLC16,610$114.1K
GWM Advisors LLC16,530$113.6K
XTX Topco Ltd15,787$108.5K
Good Life Advisors, LLC15,683$107.7K
National Asset Management, Inc.15,624$107.3K
MAI Capital Management15,621$107.3K
Bard Associates Inc14,908$102.4K
Virginia Wealth Management Group, Inc.13,000$89.3K
Acorn Wealth Advisors, LLC12,413$85.0K
Freestone Capital Holdings, LLC11,834$81.3K
Private Advisor Group, LLC21,470$81.3K
Stephens Inc11,606$79.7K
Silver Oak Securities, Inc11,050$76.0K
First Heartland Consultants, Inc.11,014$75.7K
Seelaus Asset Management LLC10,879$75.0K
Resources Investment Advisors, LLC.10,460$71.9K
Gotham Asset Management, LLC10,306$70.8K
Cetera Advisors LLC10,272$70.6K
Kestra Private Wealth Services, LLC10,044$69.0K
Castleview Partners, LLC9,343$64.2K
Adirondack Trust Co8,634$59.3K
Sound Income Strategies, LLC5,428$37.3K
Spire Wealth Management4,743$33.0K
HBK Sorce Advisory LLC21,232$32.0K
Proequities, Inc.2,813$19.3K
U.S. Capital Wealth Advisors, LLC2,689$18.5K
Fortis Capital Advisors, LLC2,199$15.1K
Simplex Trading, LLC1,000$6.00K

Not filed for Q1 2023 yet (1)

Institutions that held Oaktree Specialty Lending Corp at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OCSL in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Jenkins Wealth48,447$332.8K