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.
| 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 2023
Shares, value and share of portfolio for each institution holding Oaktree Specialty Lending Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cipher Capital LP | 0 | $0 | 0.00% | −10,084−100.0% | Sold outConverted for a 1-for-3 split |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −3,333−100.0% | Sold outConverted for a 1-for-3 split |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −9,573−100.0% | Sold outConverted for a 1-for-3 split |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −8,685−100.0% | Sold outConverted for a 1-for-3 split |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,576−100.0% | Sold outConverted for a 1-for-3 split |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −8,333−100.0% | Sold outConverted for a 1-for-3 split |
| Cohen Capital Management, Inc. | 0 | $0 | 0.00% | −7,185−100.0% | Sold outConverted for a 1-for-3 split |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −6,876−100.0% | Sold outConverted for a 1-for-3 split |
| Madison Wealth Management | 0 | $0 | 0.00% | −6,733−100.0% | Sold outConverted for a 1-for-3 split |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,528−100.0% | Sold outConverted for a 1-for-3 split |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −6,382−100.0% | Sold outConverted for a 1-for-3 split |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold outConverted for a 1-for-3 split |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −5,808−100.0% | Sold outConverted for a 1-for-3 split |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −5,733−100.0% | Sold outConverted for a 1-for-3 split |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −5,719−100.0% | Sold outConverted for a 1-for-3 split |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −5,676−100.0% | Sold outConverted for a 1-for-3 split |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,604−100.0% | Sold outConverted for a 1-for-3 split |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −5,600−100.0% | Sold outConverted for a 1-for-3 split |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,537−100.0% | Sold outConverted for a 1-for-3 split |
| GWM Advisors LLC | 0 | $0 | 0.00% | −5,510−100.0% | Sold outConverted for a 1-for-3 split |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,262−100.0% | Sold outConverted for a 1-for-3 split |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −5,228−100.0% | Sold outConverted for a 1-for-3 split |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −5,208−100.0% | Sold outConverted for a 1-for-3 split |
| MAI Capital Management | 0 | $0 | 0.00% | −5,207−100.0% | Sold outConverted for a 1-for-3 split |
| Bard Associates Inc | 0 | $0 | 0.00% | −4,969−100.0% | Sold outConverted for a 1-for-3 split |
| Virginia Wealth Management Group, Inc. | 0 | $0 | 0.00% | −4,333−100.0% | Sold outConverted for a 1-for-3 split |
| Acorn Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,138−100.0% | Sold outConverted for a 1-for-3 split |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −3,945−100.0% | Sold outConverted for a 1-for-3 split |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −7,157−100.0% | Sold outConverted for a 1-for-3 split |
| Stephens Inc | 0 | $0 | 0.00% | −3,869−100.0% | Sold outConverted for a 1-for-3 split |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −3,683−100.0% | Sold outConverted for a 1-for-3 split |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −3,671−100.0% | Sold outConverted for a 1-for-3 split |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −3,626−100.0% | Sold outConverted for a 1-for-3 split |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −3,487−100.0% | Sold outConverted for a 1-for-3 split |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,435−100.0% | Sold outConverted for a 1-for-3 split |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,424−100.0% | Sold outConverted for a 1-for-3 split |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −3,348−100.0% | Sold outConverted for a 1-for-3 split |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −3,114−100.0% | Sold outConverted for a 1-for-3 split |
| Adirondack Trust Co | 0 | $0 | 0.00% | −2,878−100.0% | Sold outConverted for a 1-for-3 split |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,809−100.0% | Sold outConverted for a 1-for-3 split |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,581−100.0% | Sold outConverted for a 1-for-3 split |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −7,077−100.0% | Sold outConverted for a 1-for-3 split |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −896−100.0% | Sold outConverted for a 1-for-3 split |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −733−100.0% | Sold outConverted for a 1-for-3 split |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold outConverted for a 1-for-3 split |
| Jenkins Wealth | – | – | – | – | Not filed |