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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
Huntington National Bank1$70.00%+1+200.0%AddedConverted for a 1-for-3 split
Point72 Asset Management, L.P.1$190.00%+1New
TD Waterhouse Canada Inc.1$250.00%+1New
Bogart Wealth, LLC5$940.00%−1−11.8%ReducedConverted for a 1-for-3 split
West Financial Advisors, LLC36$6760.00%+1+2.9%AddedConverted for a 1-for-3 split
Signaturefd, LLC60$1.13K0.00%+60New
Steward Partners Investment Advisory, LLC75$1.41K0.00%+75New
Retirement Group, LLC110$2.00K0.00%00.0%UnchangedConverted for a 1-for-3 split
PFS Partners, LLC276$5.18K0.01%00.0%UnchangedConverted for a 1-for-3 split
Salem Investment Counselors Inc283$5.31K0.00%00.0%UnchangedConverted for a 1-for-3 split
North Star Investment Management Corp.312$5.86K0.00%00.0%UnchangedConverted for a 1-for-3 split
CWM, LLC300$6.00K0.00%00.0%UnchangedConverted for a 1-for-3 split
Ahrens Investment Partners LLC333$6.25K0.00%+333New
Dark Forest Capital Management LP465$8.73K0.00%+334+255.9%AddedConverted for a 1-for-3 split
McIlrath & Eck, LLC621$11.7K0.00%+621New
Nomura Asset Management Co Ltd696$13.1K0.00%−86−11.0%ReducedConverted for a 1-for-3 split
Accel Wealth Management700$13.1K0.01%+700New
Quarry LP768$14.4K0.01%+658+600.3%AddedConverted for a 1-for-3 split
Tradition Wealth Management, LLC804$15.0K0.00%+20+2.5%AddedConverted for a 1-for-3 split
Macroview Investment Management LLC890$16.7K0.03%+890New
FMR LLC943$17.7K0.00%−3,334−78.0%ReducedConverted for a 1-for-3 split
Community Bank, N.A.1,000$18.8K0.00%+1,000New
Founders Capital Management1,000$19.0K0.01%00.0%UnchangedConverted for a 1-for-3 split
Financial Freedom, LLC1,088$20.4K0.01%+30+2.9%AddedConverted for a 1-for-3 split
GPS Wealth Strategies Group, LLC1,220$22.9K0.00%+1,220New
Macquarie Group Ltd1,430$27.0K0.00%00.0%UnchangedConverted for a 1-for-3 split
Parallel Advisors, LLC1,516$28.5K0.00%−484−24.2%ReducedConverted for a 1-for-3 split
Newbridge Financial Services Group, Inc.1,724$32.4K0.02%+333+23.9%AddedConverted for a 1-for-3 split
Toronto Dominion Bank1,778$33.0K0.00%00.0%UnchangedConverted for a 1-for-3 split
Deutsche Bank AG1,996$37.5K0.00%+89+4.6%AddedConverted for a 1-for-3 split
Tucker Asset Management LLC2,166$40.7K0.01%+2,166New
US Bancorp2,498$46.9K0.00%00.0%UnchangedConverted for a 1-for-3 split
Kistler-Tiffany Companies, LLC2,549$47.8K0.01%+2,549New
Johnson Midwest Financial, LLC2,929$55.0K0.08%00.0%UnchangedConverted for a 1-for-3 split
Advisory Services Network, LLC3,210$60.3K0.00%−240−7.0%ReducedConverted for a 1-for-3 split
Aquatic Capital Management LLC3,800$71.0K0.00%+3,800New
Harbour Investments, Inc.3,794$71.2K0.00%+3,794New
Lee Financial Co4,503$84.5K0.01%00.0%UnchangedConverted for a 1-for-3 split
Tower Research Capital LLC (TRC)5,901$111.0K0.00%+3,224+120.4%AddedConverted for a 1-for-3 split
Virtus ETF Advisers LLC6,350$119.2K0.07%−6,663−51.2%ReducedConverted for a 1-for-3 split
Bank Julius Baer & Co. Ltd, Zurich8,629$162.0K0.00%+8,629New
Register Financial Advisors LLC8,699$163.3K0.13%00.0%UnchangedConverted for a 1-for-3 split
WealthPLAN Partners, LLC10,000$187.7K0.02%+6,667+200.0%AddedConverted for a 1-for-3 split
Creative Planning10,198$191.4K0.00%+10,198New
Boston Private Wealth LLC10,200$191.4K0.00%−1,076−9.5%ReducedConverted for a 1-for-3 split
Essex Financial Services, Inc.10,538$197.8K0.02%+333+3.3%AddedConverted for a 1-for-3 split
CM Wealth Advisors LLC10,860$201.0K0.04%+10,860New
Cornerstone Wealth Management, LLC10,754$201.9K0.02%+10,754New
RNC Capital Management LLC10,894$204.0K0.01%−11,273−50.9%ReducedConverted for a 1-for-3 split
Two Sigma Securities, LLC11,189$210.0K0.02%+11,189New
MML Investors Services, LLC11,282$212.0K0.00%00.0%UnchangedConverted for a 1-for-3 split
Rockefeller Capital Management L.P.11,427$214.0K0.00%+308+2.8%AddedConverted for a 1-for-3 split
Naviter Wealth, LLC11,537$216.5K0.08%+11,537New
Mirae Asset Global Investments Co., Ltd.12,162$228.3K0.00%+1,099+9.9%AddedConverted for a 1-for-3 split
Moors & Cabot, Inc.12,291$230.7K0.02%−124−1.0%ReducedConverted for a 1-for-3 split
Apollon Wealth Management, LLC12,376$232.3K0.01%+12,376New
Sunbelt Securities, Inc.12,612$234.2K0.04%+12,612New
First Foundation Advisors12,949$243.1K0.01%00.0%UnchangedConverted for a 1-for-3 split
Goodwin Daniel L13,016$244.3K0.12%−84−0.6%ReducedConverted for a 1-for-3 split
Ronald Blue Trust, Inc.37,000$254.0K0.00%+25,000+208.3%AddedConverted for a 1-for-3 split
EMC Capital Management13,648$256.0K0.22%00.0%UnchangedConverted for a 1-for-3 split
Oppenheimer & Co Inc13,701$257.2K0.01%−4,008−22.6%ReducedConverted for a 1-for-3 split
PEAK6 Investments LLC13,918$261.2K0.02%+13,918New
Nilsine Partners, LLC16,455$308.9K0.05%+16,455New
D. E. Shaw & Co., Inc.17,266$324.1K0.00%+5,108+42.0%AddedConverted for a 1-for-3 split
KBC Group NV17,930$337.0K0.00%00.0%UnchangedConverted for a 1-for-3 split
Crescent Grove Advisors, LLC19,343$363.1K0.04%+12,923+201.3%AddedConverted for a 1-for-3 split
IFP Advisors, Inc25,956$367.8K0.02%+22,120+576.6%AddedConverted for a 1-for-3 split
Nordwand Advisors, LLC19,666$369.1K0.06%+19,666New
Guggenheim Capital LLC19,815$371.9K0.00%+2,162+12.2%AddedConverted for a 1-for-3 split
Goldman Sachs Group Inc20,119$377.6K0.00%+13,384+198.7%AddedConverted for a 1-for-3 split
CI Private Wealth, LLC20,319$381.4K0.00%+1,439+7.6%AddedConverted for a 1-for-3 split
Change Path, LLC20,791$390.0K0.02%+14,284+219.5%AddedConverted for a 1-for-3 split
MRP Capital Investments, LLC20,899$392.3K0.43%+20,899New
Belpointe Asset Management LLC21,763$408.5K0.02%−1,958−8.3%ReducedConverted for a 1-for-3 split
Weiss Asset Management LP21,934$411.7K0.03%00.0%UnchangedConverted for a 1-for-3 split
Garner Asset Management Corp23,120$434.0K0.21%+17,898+342.8%AddedConverted for a 1-for-3 split
Stockman Wealth Management, Inc.23,893$448.5K0.10%+23,893New
Truist Financial Corp24,558$461.0K0.00%−342−1.4%ReducedConverted for a 1-for-3 split
Centaurus Financial, Inc.25,250$474.0K0.04%−3,207−11.3%ReducedConverted for a 1-for-3 split
Chicago Partners Investment Group LLC26,122$491.6K0.03%+26,122New
Captrust Financial Advisors26,428$496.1K0.00%+552+2.1%AddedConverted for a 1-for-3 split
Atria Wealth Solutions, Inc.27,033$507.4K0.01%+27,033New
Envestnet Asset Management Inc27,541$516.9K0.00%+27,541New
Citadel Advisors LLC28,742$539.5K0.00%−223,728−88.6%ReducedConverted for a 1-for-3 split
Arnhold LLC28,906$542.6K0.06%+6,499+29.0%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
Natixis31,272$587.0K0.01%+1,407+4.7%AddedConverted for a 1-for-3 split
Northeast Financial Consultants Inc32,166$603.8K0.04%00.0%UnchangedConverted for a 1-for-3 split
Leonteq Securities AG32,328$606.8K0.06%+32,328New
Cetera Investment Advisers33,886$636.0K0.01%+23,547+227.7%AddedConverted 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
True Capital Management34,607$649.6K0.44%−1,095−3.1%ReducedConverted for a 1-for-3 split
Financial Advisory Service, Inc.35,458$665.5K0.07%−542−1.5%ReducedConverted for a 1-for-3 split
FJ Capital Management LLC35,639$668.9K0.08%+35,639New
Confluence Investment Management LLC36,330$681.9K0.01%+7,142+24.5%AddedConverted for a 1-for-3 split
Emerald Mutual Fund Advisers Trust36,405$683.3K0.04%+36,405New
HRT Financial LP36,832$691.0K0.01%−83,385−69.4%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
Clear Harbor Asset Management, LLC39,581$742.9K0.08%−1,110−2.7%ReducedConverted for a 1-for-3 split