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 2025
Institutional positions in Oaktree Specialty Lending Corp as of Dec 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
- 203
- +23 vs. Q3 2025
- Shares held
- 35.7M
- +1.91M (+5.7%) vs. Q3 2025
- Total value
- $454.5M
- +$13.9M (+3.1%) vs. Q3 2025
- New holders
- 48
- 57 more added
- Sold out
- 25
- 69 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Oaktree Specialty Lending Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 29,932 | $381.3K | 0.01% | −4,965−14.2% | Reduced |
| Cetera Investment Advisers | 29,404 | $374.6K | 0.00% | +162+0.6% | Added |
| Massar Capital Management, LP | 28,812 | $367.1K | 0.07% | +28,812 | New |
| Running Point Capital Advisors, LLC | 28,789 | $366.8K | 0.10% | +877+3.1% | Added |
| GWM Advisors LLC | 27,748 | $353.5K | 0.00% | +12,961+87.7% | Added |
| JPMorgan Chase & Co | 27,377 | $348.8K | 0.00% | +16+0.1% | Added |
| Jump Financial, LLC | 25,874 | $329.6K | 0.00% | +25,874 | New |
| Bluefin Capital Management, LLC | 25,600 | $326.1K | 0.09% | +25,600 | New |
| PFG Investments, LLC | 24,697 | $314.6K | 0.01% | −7,688−23.7% | Reduced |
| Rockefeller Capital Management L.P. | 24,693 | $314.6K | 0.00% | −1,170−4.5% | Reduced |
| ExodusPoint Capital Management, LP | 23,594 | $300.6K | 0.00% | +23,594 | New |
| Principal Street Partners, LLC | 20,885 | $266.1K | 0.04% | −4,213−16.8% | Reduced |
| Financial Advisory Service, Inc. | 20,195 | $257.3K | 0.02% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 20,046 | $255.4K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 19,540 | $248.9K | 0.02% | +1,814+10.2% | Added |
| Sunbeam Capital Management, LLC | 19,085 | $243.1K | 0.14% | +3,685+23.9% | Added |
| Jackson Hole Capital Partners, LLC | 18,651 | $237.6K | 0.04% | 00.0% | Unchanged |
| Tortuga Wealth Management, Inc | 18,446 | $235.0K | 0.25% | +18,446 | New |
| Cambridge Investment Research Advisors, Inc. | 17,579 | $224.0K | 0.00% | −4,971−22.0% | Reduced |
| Flagship Harbor Advisors, LLC | 17,439 | $222.2K | 0.01% | −5,801−25.0% | Reduced |
| Parallel Advisors, LLC | 17,250 | $219.8K | 0.00% | −48−0.3% | Reduced |
| Essex Financial Services, Inc. | 17,000 | $216.6K | 0.01% | +17,000 | New |
| ProShare Advisors LLC | 16,925 | $215.6K | 0.00% | −998−5.6% | Reduced |
| Chicago Partners Investment Group LLC | 16,689 | $214.6K | 0.01% | −472−2.8% | Reduced |
| Clearstead Advisors, LLC | 16,501 | $210.2K | 0.00% | −1,162−6.6% | Reduced |
| Nilsine Partners, LLC | 16,455 | $209.6K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 16,300 | $207.7K | 0.01% | +16,300 | New |
| Captrust Financial Advisors | 15,907 | $202.7K | 0.00% | +15,907 | New |
| Oxford Asset Management LLP | 15,885 | $202.4K | 0.07% | +15,885 | New |
| Valeo Financial Advisors, LLC | 15,548 | $198.1K | 0.00% | +15,548 | New |
| VPR Management LLC | 15,494 | $197.4K | 0.09% | +7,254+88.0% | Added |
| Shore Point Advisors, LLC | 15,000 | $191.1K | 0.08% | +15,000 | New |
| Balyasny Asset Management LLC | 14,888 | $189.7K | 0.00% | +14,888 | New |
| Dorsey & Whitney Trust CO LLC | 14,124 | $179.9K | 0.01% | +14,124 | New |
| Neuberger Berman Group LLC | 13,703 | $174.6K | 0.00% | −1,582−10.4% | Reduced |
| Goldman Sachs Group Inc | 13,597 | $173.2K | 0.00% | −24,354−64.2% | Reduced |
| Envestnet Asset Management Inc | 12,952 | $165.0K | 0.00% | +1,290+11.1% | Added |
| We Are One Seven, LLC | 12,912 | $164.5K | 0.00% | +12,912 | New |
| MML Investors Services, LLC | 12,775 | $162.8K | 0.00% | −250−1.9% | Reduced |
| Cornerstone Wealth Management, LLC | 12,754 | $162.5K | 0.01% | −2,063−13.9% | Reduced |
| Blue Line Capital, LLC | 12,360 | $157.5K | 0.19% | +12,360 | New |
| Moors & Cabot, Inc. | 11,932 | $152.0K | 0.01% | −485−3.9% | Reduced |
| HORAN Wealth, LLC | 11,757 | $149.8K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11,706 | $149.1K | 0.01% | +11,706 | New |
| Closed-End Fund Advisors, Inc. | 11,604 | $147.8K | 0.09% | +11,604 | New |
| Wealthedge Investment Advisors, LLC | 11,459 | $146.0K | 0.05% | −59,582−83.9% | Reduced |
| American Capital Advisory, LLC | 10,581 | $134.8K | 0.06% | +10,581 | New |
| Cohen Capital Management, Inc. | 10,462 | $133.3K | 0.02% | +318+3.1% | Added |
| CI Private Wealth, LLC | 10,450 | $133.1K | 0.00% | −21,801−67.6% | Reduced |
| Fisher Asset Management, LLC | 10,325 | $131.5K | 0.00% | +10,325 | New |
| MAI Capital Management | 10,257 | $130.7K | 0.00% | +5,800+130.1% | Added |
| Close Asset Management Ltd | 7,400 | $94.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,788 | $86.5K | 0.00% | +6,788 | New |
| Canton Hathaway, LLC | 6,370 | $81.2K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,017 | $76.7K | 0.00% | +76+1.3% | Added |
| Register Financial Advisors LLC | 5,000 | $63.7K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,756 | $60.6K | 0.00% | −28,869−85.9% | Reduced |
| Security National Bank | 4,607 | $58.7K | 0.01% | +1,330+40.6% | Added |
| State of Alaska, Department of Revenue | 3,926 | $50.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,574 | $45.5K | 0.00% | +261+7.9% | Added |
| Federation des caisses Desjardins du Quebec | 3,542 | $45.1K | 0.00% | −576−14.0% | Reduced |
| Allworth Financial LP | 3,448 | $43.9K | 0.00% | +32+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 3,326 | $42.4K | 0.00% | +3,326 | New |
| Anchor Investment Management, LLC | 3,200 | $40.8K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,020 | $38.5K | 0.01% | +3,020 | New |
| MRP Capital Investments, LLC | 2,639 | $33.6K | 0.03% | −8,048−75.3% | Reduced |
| Sunbelt Securities, Inc. | 2,625 | $33.4K | 0.00% | −773−22.7% | Reduced |
| Abound Wealth Management | 2,577 | $32.8K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,500 | $31.9K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,050 | $26.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,936 | $24.7K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,900 | $24.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,550 | $19.7K | 0.00% | −4,460−74.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,524 | $19.4K | 0.00% | +1,524 | New |
| Optiver Holding B.V. | 1,462 | $18.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,448 | $18.4K | 0.00% | −251−14.8% | Reduced |
| International Assets Investment Management, LLC | 1,443 | $18.4K | 0.00% | +1,443 | New |
| CWM, LLC | 1,363 | $17.0K | 0.00% | +877+180.5% | Added |
| Empirical Asset Management, LLC | 15,968 | $16.0K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 1,250 | $15.9K | 0.01% | +1,250 | New |
| Founders Capital Management | 1,000 | $12.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 772 | $9.84K | 0.00% | +772 | New |
| Community Bank, N.A. | 730 | $9.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 660 | $8.41K | 0.00% | +30+4.8% | Added |
| Assetmark, Inc | 548 | $6.98K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 500 | $6.37K | 0.00% | +500 | New |
| Atlantic Union Bankshares Corp | 456 | $5.81K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 414 | $5.27K | 0.00% | −2,980−87.8% | Reduced |
| Ameriflex Group, Inc. | 373 | $4.75K | 0.00% | −349−48.3% | Reduced |
| Motiv8 Investments LLC | 250 | $3.00K | 0.00% | +250 | New |
| Global Retirement Partners, LLC | 219 | $2.79K | 0.00% | +6+2.8% | Added |
| Signaturefd, LLC | 129 | $1.64K | 0.00% | −1−0.8% | Reduced |
| ESL Trust Services, LLC | 100 | $1.27K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 90 | $1.15K | 0.00% | +90 | New |
| Mountain Hill Investment Partners Corp. | 34 | $431 | 0.00% | +1+3.0% | Added |
| Bayban | 33 | $420 | 0.00% | +33 | New |
| Citigroup Inc | 30 | $382 | 0.00% | +30 | New |
| Natixis | 22 | $280 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $25 | 0.00% | +2 | New |