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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 2024 vs. Q4 2023

How the institutions holding Oaktree Specialty Lending Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of OCSL: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2071198−8
Shares30.0M93.8K29.7M−253.2K (−0.8%)
Value$613.6M$1.92M$588.9M−$22.7M (−3.7%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Oaktree Specialty Lending Corp at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to OCSL in Q1 2024
InstitutionSharesValue% of portfolio
Melia Wealth LLC669,800$13.2M7.40%
Cercano Management LLC440,413$8.66M0.24%
United Advisor Group, LLC118,945$2.34M0.88%
Hudson Bay Capital Management LP68,313$1.34M0.01%
Harbor Capital Advisors, Inc.44,096$867.0K0.11%
Dynamic Technology Lab Private Ltd37,515$738.0K0.08%
Marble Harbor Investment Counsel, LLC36,000$707.8K0.08%
Flagship Harbor Advisors, LLC32,331$635.6K0.04%
SG Americas Securities, LLC31,730$624.0K0.00%
Institute for Wealth Management, LLC.18,847$370.5K0.05%
PFG Investments, LLC18,577$365.2K0.02%
Plan Group Financial, LLC13,310$261.7K0.17%
Mandatum Life Insurance Co Ltd12,642$248.5K0.08%
Stonegate Investment Group, LLC11,471$225.5K0.01%
ProShare Advisors LLC10,699$210.3K0.00%
Y-Intercept (Hong Kong) Ltd10,240$201.3K0.02%
Private Advisor Group, LLC10,185$200.2K0.00%
Financial Strategies Group, Inc.10,113$197.0K0.05%
Newbridge Financial Services Group, Inc.7,220$141.9K0.06%
Bank Julius Baer & Co. Ltd, Zurich5,311$104.4K0.00%
FNY Investment Advisers, LLC5,100$100.0K0.07%
CIBC Private Wealth Group, LLC4,300$83.1K0.00%
Caldwell Sutter Capital, Inc.3,750$73.7K0.04%
Tower Research Capital LLC (TRC)1,202$23.6K0.00%
PEAK6 Investments LLC1,104$21.7K0.00%
Raleigh Capital Management Inc.615$12.1K0.01%
CoreCap Advisors, LLC333$6.55K0.00%
Global Assets Advisory, LLC14,703$7610.03%
WR Wealth Planners, LLC32$6290.00%

Sold out (37)

Institutions that held Oaktree Specialty Lending Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Not filed for Q1 2024 yet (1)

Institutions that held Oaktree Specialty Lending Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OCSL in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC93,795$1.92M