Oaktree Specialty Lending Corp

OCSL

Exchange: Nasdaq
SEC CIK: 0001414932

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Oaktree Specialty Lending Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of OCSL: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	196	1	197	+2
Shares	27.3M	41.9K	30.9M	+3.64M (+13.4%)
Value	$446.1M	$682.6K	$471.7M	+$26.2M (+5.9%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Oaktree Specialty Lending Corp at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to OCSL in Q4 2024
Institution	Shares	Value	% of portfolio
Balyasny Asset Management LLC	1,185,150	$18.1M	0.04%
Generali Asset Management SPA SGR	538,318	$8.23M	0.21%
Millennium Management LLC	384,944	$5.88M	0.01%
CF Capital LLC	307,000	$4.69M	5.05%
Sovran Advisors, LLC	186,163	$2.84M	0.41%
D. E. Shaw & Co., Inc.	170,899	$2.61M	0.00%
Wills Financial Group, Inc.	166,498	$2.54M	1.10%
Naviter Wealth, LLC	153,731	$2.35M	0.28%
Schonfeld Strategic Advisors LLC	152,600	$2.33M	0.01%
Envestnet Asset Management Inc	116,510	$1.78M	0.00%
TT Capital Management LLC	94,494	$1.47M	1.17%
Universal- Beteiligungs- und Servicegesellschaft mbH	76,100	$1.16M	0.00%
Vista Investment Partners II, LLC	68,794	$1.05M	0.62%
Wealthedge Investment Advisors, LLC	61,690	$942.6K	0.42%
Arlington Capital Management, Inc.	48,429	$740.0K	0.51%
Raymond James Financial Inc	45,880	$701.0K	0.00%
AQR Capital Management LLC	37,789	$577.4K	0.00%
Jackson Thornton Asset Management, LLC	37,789	$577.4K	0.07%
Brevan Howard Capital Management LP	31,586	$482.6K	0.01%
Whipplewood Advisors, LLC	30,429	$465.0K	0.26%
Aquatic Capital Management LLC	28,504	$435.5K	0.01%
Virtu Financial LLC	26,646	$407.0K	0.02%
Round Rock Advisors, LLC	23,676	$361.8K	0.07%
Trexquant Investment LP	19,344	$295.6K	0.00%
Campbell & CO Investment Adviser LLC	18,686	$285.5K	0.02%
Fiduciary Financial Group, LLC	18,015	$269.5K	0.06%
Running Point Capital Advisors, LLC	17,000	$259.8K	0.09%
Sonora Investment Management Group, LLC	13,700	$209.3K	0.02%
Oxford Asset Management LLP	11,676	$178.4K	0.08%
Wall Street Access Asset Management, LLC	10,700	$163.5K	0.06%
SG Americas Securities, LLC	6,965	$106.0K	0.00%
Geneos Wealth Management Inc.	6,061	$92.6K	0.00%
MAI Capital Management	4,457	$68.1K	0.00%
Spire Wealth Management	4,455	$68.1K	0.00%
Canton Hathaway, LLC	2,910	$44.0K	0.01%
Kentucky Trust Co	1,000	$15.3K	0.01%
AdvisorNet Financial, Inc	600	$9.17K	0.00%
National Bank of Canada	471	$7.20K	0.00%
Albion Financial Group	375	$5.73K	0.00%
Transce3nd, LLC	239	$3.65K	0.00%
Mountain Hill Investment Partners Corp.	30	$458	0.00%
Caitong International Asset Management Co., Ltd	8	$122	0.00%

Sold out (40)

Institutions that held Oaktree Specialty Lending Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of OCSL in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Harbor Capital Advisors, Inc.	408,612	$6.66M
Rivernorth Capital Management, LLC	404,537	$6.60M
TrueMark Investments, LLC	288,077	$4.70M
Punch & Associates Investment Management, Inc.	198,764	$3.24M
Alpine Global Management, LLC	100,000	$1.63M
U.S. Capital Wealth Advisors, LLC	81,535	$1.33M
ExodusPoint Capital Management, LP	60,423	$985.0K
Neuberger Berman Group LLC	59,538	$971.1K
Squarepoint Ops LLC	50,293	$820.3K
Standard Life Aberdeen plc	44,336	$725.6K
Centaurus Financial, Inc.	35,115	$573.0K
Captrust Financial Advisors	32,340	$527.5K
MQS Management LLC	26,294	$428.9K
Pallas Capital Advisors LLC	24,931	$406.9K
Paloma Partners Management Co	21,318	$347.7K
Apollon Wealth Management, LLC	18,930	$308.7K
Schubert & Co	18,371	$299.6K
Mutual Advisors, LLC	17,727	$289.3K
CIBC World Markets Inc.	17,649	$288.0K
We Are One Seven, LLC	16,729	$272.9K
FORA Capital, LLC	14,860	$242.4K
Klingman & Associates, LLC	14,850	$242.2K
Dynamic Technology Lab Private Ltd	13,557	$221.0K
RNC Capital Management LLC	10,897	$205.0K
Advisory Research Inc	12,423	$202.6K
Prospera Financial Services Inc	11,566	$188.6K
Catalina Capital Group, LLC	10,894	$177.7K
Nebula Research & Development LLC	10,764	$175.6K
Oppenheimer & Co Inc	10,467	$170.7K
Marex Group plc	10,000	$163.1K
Tower Research Capital LLC (TRC)	6,637	$108.3K
Cliffwater LLC	4,154	$67.8K
Camden Capital, LLC	41,126	$41.1K
Steward Partners Investment Advisory, LLC	1,385	$22.6K
Anchor Investment Management, LLC	800	$13.0K
Nomura Asset Management Co Ltd	639	$10.4K
Raleigh Capital Management Inc.	515	$8.40K
Fifth Third Bancorp	100	$1.63K
Danske Bank A/S	1	$16
International Assets Investment Management, LLC	53,709	–

Not filed for Q4 2024 yet (1)

Institutions that held Oaktree Specialty Lending Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OCSL in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	41,853	$682.6K