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 2025
Institutional positions in Oaktree Specialty Lending Corp as of Mar 31, 2025. 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
- 189
- −3 vs. Q4 2024
- Shares held
- 29.9M
- −711.8K (−2.3%) vs. Q4 2024
- Total value
- $483.5M
- +$15.3M (+3.3%) vs. Q4 2024
- New holders
- 28
- 77 more added
- Sold out
- 31
- 52 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Oaktree Specialty Lending Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −22,855−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −22,613−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,465−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | – | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −18,686−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −17,326−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −16,148−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,525−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −11,676−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Hara Capital LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Wills Financial Group, Inc. | – | – | – | – | Not filed |
| Strategic Wealth Partners, Ltd. | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |