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, Q4 2024
Institutional positions in Oaktree Specialty Lending Corp as of Dec 31, 2024. 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
- 197
- +2 vs. Q3 2024
- Shares held
- 30.9M
- +3.64M (+13.4%) vs. Q3 2024
- Total value
- $471.7M
- +$26.2M (+5.9%) vs. Q3 2024
- New holders
- 42
- 68 more added
- Sold out
- 40
- 57 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Oaktree Specialty Lending Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −198,764−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −81,535−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −60,423−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −59,538−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −50,293−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −44,336−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −35,115−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −32,340−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −26,294−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −24,931−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −21,318−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −18,930−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −18,371−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −17,727−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −17,649−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −16,729−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −14,860−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −14,850−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,557−100.0% | Sold out |
| RNC Capital Management LLC | 0 | $0 | 0.00% | −10,897−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −12,423−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −11,566−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −10,894−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,764−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −10,467−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −6,637−100.0% | Sold out |
| Cliffwater LLC | 0 | $0 | 0.00% | −4,154−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −41,126−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −53,709−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |