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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
Arnhold LLC28,906$542.6K0.06%+6,499+29.0%AddedConverted for a 1-for-3 split
Citadel Advisors LLC28,742$539.5K0.00%−223,728−88.6%ReducedConverted for a 1-for-3 split
Envestnet Asset Management Inc27,541$516.9K0.00%+27,541New
Atria Wealth Solutions, Inc.27,033$507.4K0.01%+27,033New
Captrust Financial Advisors26,428$496.1K0.00%+552+2.1%AddedConverted for a 1-for-3 split
Chicago Partners Investment Group LLC26,122$491.6K0.03%+26,122New
Centaurus Financial, Inc.25,250$474.0K0.04%−3,207−11.3%ReducedConverted for a 1-for-3 split
Truist Financial Corp24,558$461.0K0.00%−342−1.4%ReducedConverted for a 1-for-3 split
Stockman Wealth Management, Inc.23,893$448.5K0.10%+23,893New
Garner Asset Management Corp23,120$434.0K0.21%+17,898+342.8%AddedConverted for a 1-for-3 split
Weiss Asset Management LP21,934$411.7K0.03%00.0%UnchangedConverted for a 1-for-3 split
Belpointe Asset Management LLC21,763$408.5K0.02%−1,958−8.3%ReducedConverted for a 1-for-3 split
MRP Capital Investments, LLC20,899$392.3K0.43%+20,899New
Change Path, LLC20,791$390.0K0.02%+14,284+219.5%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
Goldman Sachs Group Inc20,119$377.6K0.00%+13,384+198.7%AddedConverted for a 1-for-3 split
Guggenheim Capital LLC19,815$371.9K0.00%+2,162+12.2%AddedConverted for a 1-for-3 split
Nordwand Advisors, LLC19,666$369.1K0.06%+19,666New
IFP Advisors, Inc25,956$367.8K0.02%+22,120+576.6%AddedConverted 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
KBC Group NV17,930$337.0K0.00%00.0%UnchangedConverted for a 1-for-3 split
D. E. Shaw & Co., Inc.17,266$324.1K0.00%+5,108+42.0%AddedConverted for a 1-for-3 split
Nilsine Partners, LLC16,455$308.9K0.05%+16,455New
PEAK6 Investments LLC13,918$261.2K0.02%+13,918New
Oppenheimer & Co Inc13,701$257.2K0.01%−4,008−22.6%ReducedConverted for a 1-for-3 split
EMC Capital Management13,648$256.0K0.22%00.0%UnchangedConverted 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
Goodwin Daniel L13,016$244.3K0.12%−84−0.6%ReducedConverted for a 1-for-3 split
First Foundation Advisors12,949$243.1K0.01%00.0%UnchangedConverted for a 1-for-3 split
Sunbelt Securities, Inc.12,612$234.2K0.04%+12,612New
Apollon Wealth Management, LLC12,376$232.3K0.01%+12,376New
Moors & Cabot, Inc.12,291$230.7K0.02%−124−1.0%ReducedConverted for a 1-for-3 split
Mirae Asset Global Investments Co., Ltd.12,162$228.3K0.00%+1,099+9.9%AddedConverted for a 1-for-3 split
Naviter Wealth, LLC11,537$216.5K0.08%+11,537New
Rockefeller Capital Management L.P.11,427$214.0K0.00%+308+2.8%AddedConverted for a 1-for-3 split
MML Investors Services, LLC11,282$212.0K0.00%00.0%UnchangedConverted for a 1-for-3 split
Two Sigma Securities, LLC11,189$210.0K0.02%+11,189New
RNC Capital Management LLC10,894$204.0K0.01%−11,273−50.9%ReducedConverted for a 1-for-3 split
Cornerstone Wealth Management, LLC10,754$201.9K0.02%+10,754New
CM Wealth Advisors LLC10,860$201.0K0.04%+10,860New
Essex Financial Services, Inc.10,538$197.8K0.02%+333+3.3%AddedConverted for a 1-for-3 split
Boston Private Wealth LLC10,200$191.4K0.00%−1,076−9.5%ReducedConverted for a 1-for-3 split
Creative Planning10,198$191.4K0.00%+10,198New
WealthPLAN Partners, LLC10,000$187.7K0.02%+6,667+200.0%AddedConverted for a 1-for-3 split
Register Financial Advisors LLC8,699$163.3K0.13%00.0%UnchangedConverted for a 1-for-3 split
Bank Julius Baer & Co. Ltd, Zurich8,629$162.0K0.00%+8,629New
Virtus ETF Advisers LLC6,350$119.2K0.07%−6,663−51.2%ReducedConverted 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
Lee Financial Co4,503$84.5K0.01%00.0%UnchangedConverted for a 1-for-3 split
Harbour Investments, Inc.3,794$71.2K0.00%+3,794New
Aquatic Capital Management LLC3,800$71.0K0.00%+3,800New
Advisory Services Network, LLC3,210$60.3K0.00%−240−7.0%ReducedConverted for a 1-for-3 split
Johnson Midwest Financial, LLC2,929$55.0K0.08%00.0%UnchangedConverted for a 1-for-3 split
Kistler-Tiffany Companies, LLC2,549$47.8K0.01%+2,549New
US Bancorp2,498$46.9K0.00%00.0%UnchangedConverted for a 1-for-3 split
Tucker Asset Management LLC2,166$40.7K0.01%+2,166New
Deutsche Bank AG1,996$37.5K0.00%+89+4.6%AddedConverted for a 1-for-3 split
Toronto Dominion Bank1,778$33.0K0.00%00.0%UnchangedConverted 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
Parallel Advisors, LLC1,516$28.5K0.00%−484−24.2%ReducedConverted for a 1-for-3 split
Macquarie Group Ltd1,430$27.0K0.00%00.0%UnchangedConverted for a 1-for-3 split
GPS Wealth Strategies Group, LLC1,220$22.9K0.00%+1,220New
Financial Freedom, LLC1,088$20.4K0.01%+30+2.9%AddedConverted for a 1-for-3 split
Founders Capital Management1,000$19.0K0.01%00.0%UnchangedConverted for a 1-for-3 split
Community Bank, N.A.1,000$18.8K0.00%+1,000New
FMR LLC943$17.7K0.00%−3,334−78.0%ReducedConverted for a 1-for-3 split
Macroview Investment Management LLC890$16.7K0.03%+890New
Tradition Wealth Management, LLC804$15.0K0.00%+20+2.5%AddedConverted for a 1-for-3 split
Quarry LP768$14.4K0.01%+658+600.3%AddedConverted for a 1-for-3 split
Accel Wealth Management700$13.1K0.01%+700New
Nomura Asset Management Co Ltd696$13.1K0.00%−86−11.0%ReducedConverted for a 1-for-3 split
McIlrath & Eck, LLC621$11.7K0.00%+621New
Dark Forest Capital Management LP465$8.73K0.00%+334+255.9%AddedConverted for a 1-for-3 split
Ahrens Investment Partners LLC333$6.25K0.00%+333New
CWM, LLC300$6.00K0.00%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
Salem Investment Counselors Inc283$5.31K0.00%00.0%UnchangedConverted for a 1-for-3 split
PFS Partners, LLC276$5.18K0.01%00.0%UnchangedConverted for a 1-for-3 split
Retirement Group, LLC110$2.00K0.00%00.0%UnchangedConverted for a 1-for-3 split
Steward Partners Investment Advisory, LLC75$1.41K0.00%+75New
Signaturefd, LLC60$1.13K0.00%+60New
West Financial Advisors, LLC36$6760.00%+1+2.9%AddedConverted for a 1-for-3 split
Bogart Wealth, LLC5$940.00%−1−11.8%ReducedConverted for a 1-for-3 split
TD Waterhouse Canada Inc.1$250.00%+1New
Point72 Asset Management, L.P.1$190.00%+1New
Huntington National Bank1$70.00%+1+200.0%AddedConverted for a 1-for-3 split
Proequities, Inc.0$00.00%−938−100.0%Sold outConverted for a 1-for-3 split
Blue Zone Wealth Advisors, LLC0$00.00%−155,381−100.0%Sold outConverted for a 1-for-3 split
Great West Life Assurance Co0$00.00%−74,160−100.0%Sold outConverted for a 1-for-3 split
Jump Financial, LLC0$00.00%−51,186−100.0%Sold outConverted for a 1-for-3 split
Caxton Associates LP0$00.00%−20,173−100.0%Sold outConverted for a 1-for-3 split
Jane Street Group, LLC0$00.00%−18,601−100.0%Sold outConverted for a 1-for-3 split
Relative Value Partners Group, LLC0$00.00%−15,728−100.0%Sold outConverted for a 1-for-3 split
SMH Capital Advisors Inc0$00.00%−14,744−100.0%Sold outConverted for a 1-for-3 split
Acrisure Capital Management, LLC0$00.00%−14,107−100.0%Sold outConverted for a 1-for-3 split
ExodusPoint Capital Management, LP0$00.00%−13,201−100.0%Sold outConverted for a 1-for-3 split
Bank of Montreal0$00.00%−12,933−100.0%Sold outConverted for a 1-for-3 split
Raymond James Financial Services Advisors, Inc.0$00.00%−12,269−100.0%Sold outConverted for a 1-for-3 split
Dorsey & Whitney Trust CO LLC0$00.00%−10,667−100.0%Sold outConverted for a 1-for-3 split
Quantbot Technologies LP0$00.00%−10,360−100.0%Sold outConverted for a 1-for-3 split