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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 2025 vs. Q4 2024

How the institutions holding Oaktree Specialty Lending Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of OCSL: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1975189−3
Shares30.9M226.7K29.9M−711.8K (−2.3%)
Value$471.7M$3.48M$483.5M+$15.3M (+3.3%)

5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Oaktree Specialty Lending Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to OCSL in Q1 2025
InstitutionSharesValue% of portfolio
Rockefeller Capital Management L.P.334,447$5.14M0.01%
Rivernorth Capital Management, LLC331,903$5.10M0.27%
Wills Financial Group LLC231,835$3.56M1.58%
Loomis Sayles & Co L P176,666$2.71M0.00%
Neuberger Berman Group LLC93,196$1.43M0.00%
Lazard Asset Management LLC92,736$1.42M0.00%
Virtus Investment Advisers, Inc.91,458$1.40M0.38%
Caxton Associates LLP47,194$724.9K0.03%
Squarepoint Ops LLC32,241$495.2K0.00%
Oppenheimer & Co Inc24,806$381.0K0.01%
State Street Corp22,010$338.1K0.00%
Generali Investments CEE, investicni spolecnost, a.s.20,914$321.2K0.03%
Almanack Investment Partners, LLC.16,361$251.3K0.05%
Avaii Wealth Management, LLC16,073$246.9K0.13%
REDW Wealth LLC13,000$199.7K0.07%
Kensington Investment Counsel, LLC11,547$177.4K0.08%
Sciencast Management LP11,300$173.6K0.04%
Two Sigma Securities, LLC10,547$162.0K0.02%
Arete Wealth Advisors, LLC10,435$160.0K0.01%
Westbourne Investments, Inc.10,000$153.6K0.09%
Anchor Investment Management, LLC3,200$49.2K0.00%
The PNC Financial Services Group, Inc.3,050$46.8K0.00%
Boston Private Wealth LLC1,721$26.4K0.00%
Assetmark, Inc704$10.8K0.00%
Tower Research Capital LLC (TRC)370$5.68K0.00%
Ameriflex Group, Inc.338$5.20K0.00%
Atlantic Edge Private Wealth Management, LLC200$3.07K0.00%
Danske Bank A/S2$310.00%

Sold out (31)

Institutions that held Oaktree Specialty Lending Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Not filed for Q1 2025 yet (5)

Institutions that held Oaktree Specialty Lending Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OCSL in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Wills Financial Group, Inc.166,498$2.54M
Strategic Wealth Partners, Ltd.48,019$752.9K
Caxton Associates LP12,051$184.1K
WR Wealth Planners, LLC169$2.58K
RE Dickinson Investment Advisors, LLC5$100