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 2026
Institutional positions in Oaktree Specialty Lending Corp as of Mar 31, 2026. 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
- 187
- −11 vs. Q4 2025
- Shares held
- 36.1M
- +434.9K (+1.2%) vs. Q4 2025
- Total value
- $407.9M
- −$46.1M (−10.2%) vs. Q4 2025
- New holders
- 30
- 62 more added
- Sold out
- 41
- 57 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Oaktree Specialty Lending Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Management Group Inc | 3,721,494 | $42.1M | 1.21% | +462,124+14.2% | Added |
| Morgan Stanley | 2,561,804 | $28.9M | 0.00% | −398,022−13.4% | Reduced |
| Bruni J V & Co | 2,497,874 | $28.2M | 2.95% | +2,164+0.1% | Added |
| Ares Management LLC | 2,099,305 | $23.7M | 1.56% | +166,000+8.6% | Added |
| Generali Asset Management SPA SGR | 2,087,981 | $23.6M | 0.49% | 00.0% | Unchanged |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 1,852,456 | $20.9M | 0.35% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,703,581 | $19.3M | 0.01% | −450,026−20.9% | Reduced |
| Claret Asset Management Corp | 1,668,487 | $18.9M | 2.25% | +7,899+0.5% | Added |
| UBS Group AG | 1,369,745 | $15.5M | 0.00% | +36,102+2.7% | Added |
| Rivernorth Capital Management, LLC | 1,279,906 | $14.5M | 0.73% | +12,208+1.0% | Added |
| Melia Wealth LLC | 1,241,101 | $14.0M | 6.79% | +22,295+1.8% | Added |
| Beach Point Capital Management LP | 1,111,559 | $12.6M | 4.96% | +1,111,559 | New |
| Two Sigma Investments, LP | 883,261 | $9.98M | 0.01% | +143,177+19.3% | Added |
| Russell Investments Group, Ltd. | 720,718 | $8.14M | 0.01% | +480,263+199.7% | Added |
| Legal & General Group Plc | 685,013 | $7.75M | 0.00% | +68,337+11.1% | Added |
| Royal Bank of Canada | 479,660 | $5.42M | 0.00% | +18,217+3.9% | Added |
| Raymond James Financial Inc | 424,023 | $4.79M | 0.00% | +26,836+6.8% | Added |
| BlackRock, Inc. | 341,857 | $3.86M | 0.00% | −88,782−20.6% | Reduced |
| Citadel Advisors LLC | 341,616 | $3.86M | 0.00% | +305,918+857.0% | Added |
| Castlekeep Investment Advisors LLC | 336,586 | $3.80M | 2.06% | +16,090+5.0% | Added |
| Muzinich & Co., Inc. | 333,559 | $3.77M | 1.32% | +990+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 310,875 | $3.51M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 308,187 | $3.48M | 0.00% | +127,013+70.1% | Added |
| United Advisor Group, LLC | 285,643 | $3.23M | 0.40% | +61,203+27.3% | Added |
| Arnhold LLC | 282,345 | $3.19M | 0.23% | +72,500+34.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 240,928 | $2.72M | 0.03% | −16,734−6.5% | Reduced |
| Advisor Group Holdings, Inc. | 235,554 | $2.66M | 0.00% | +57,810+32.5% | Added |
| Wells Fargo & Company | 231,068 | $2.61M | 0.00% | +61,462+36.2% | Added |
| Old Port Advisors | 212,288 | $2.40M | 0.55% | +47,419+28.8% | Added |
| Toronto Dominion Bank | 207,000 | $2.34M | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 199,908 | $2.26M | 0.00% | −15,660−7.3% | Reduced |
| Triad Investment Management | 197,330 | $2.23M | 2.63% | −3,523−1.8% | Reduced |
| Loomis Sayles & Co L P | 176,666 | $2.00M | 0.00% | 00.0% | Unchanged |
| Michelson Medical Research Foundation, Inc. | 170,100 | $1.92M | 1.95% | +170,100 | New |
| Naviter Wealth, LLC | 166,080 | $1.88M | 0.23% | +41,607+33.4% | Added |
| Plan Group Financial, LLC | 161,006 | $1.82M | 0.43% | +31,050+23.9% | Added |
| Fiduciary Financial Group, LLC | 154,044 | $1.74M | 0.23% | +31,221+25.4% | Added |
| Centaurus Financial, Inc. | 149,810 | $1.69M | 0.08% | +15,941+11.9% | Added |
| Independent Advisor Alliance | 149,642 | $1.69M | 0.02% | −2,347−1.5% | Reduced |
| Lazard Asset Management LLC | 143,561 | $1.62M | 0.00% | −4,775−3.2% | Reduced |
| LSV Asset Management | 139,966 | $1.58M | 0.00% | 00.0% | Unchanged |
| Cerberus Capital Management, L.P. | 135,000 | $1.53M | 0.06% | +135,000 | New |
| DnB Asset Management AS | 133,418 | $1.51M | 0.01% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 131,340 | $1.48M | 0.59% | −198−0.2% | Reduced |
| Sbe LLC Dba Cedar Cove Wealth Partners | 126,321 | $1.43M | 0.75% | +16,577+15.1% | Added |
| Lido Advisors, LLC | 116,878 | $1.32M | 0.01% | −354−0.3% | Reduced |
| Bank of America Corp | 116,068 | $1.31M | 0.00% | +21,464+22.7% | Added |
| State Street Corp | 107,832 | $1.22M | 0.00% | +7,483+7.5% | Added |
| Confluence Investment Management LLC | 106,851 | $1.21M | 0.02% | −9,361−8.1% | Reduced |
| LPL Financial LLC | 103,079 | $1.16M | 0.00% | −59,739−36.7% | Reduced |
| Denali Advisors LLC | 96,350 | $1.09M | 0.12% | −781−0.8% | Reduced |
| Susquehanna International Group, LLP | 95,389 | $1.08M | 0.00% | −70,734−42.6% | Reduced |
| TT Capital Management LLC | 89,746 | $1.01M | 0.84% | −6,196−6.5% | Reduced |
| Balyasny Asset Management LLC | 82,742 | $935.0K | 0.00% | +67,854+455.8% | Added |
| Trexquant Investment LP | 81,387 | $919.7K | 0.01% | +81,387 | New |
| Squarepoint Ops LLC | 78,200 | $883.7K | 0.00% | +29,864+61.8% | Added |
| Green Square Capital Advisors LLC | 70,537 | $797.1K | 0.08% | +28,602+68.2% | Added |
| Wealthedge Investment Advisors, LLC | 68,037 | $768.8K | 0.28% | +56,578+493.7% | Added |
| Commonwealth Equity Services, LLC | 65,442 | $739.5K | 0.00% | −1,690−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 64,854 | $732.8K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 64,582 | $729.8K | 0.20% | +103+0.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 59,217 | $669.2K | 0.04% | −102,879−63.5% | Reduced |
| GWM Advisors LLC | 58,005 | $655.5K | 0.00% | +30,257+109.0% | Added |
| Sound Income Strategies, LLC | 53,995 | $604.2K | 0.03% | +4,535+9.2% | Added |
| Avaii Wealth Management, LLC | 51,170 | $578.2K | 0.20% | +5,587+12.3% | Added |
| Invesco Ltd. | 50,938 | $575.6K | 0.00% | −4,438−8.0% | Reduced |
| XTX Topco Ltd | 50,534 | $571.0K | 0.01% | −85,334−62.8% | Reduced |
| Creative Planning | 49,887 | $563.7K | 0.00% | −3,282−6.2% | Reduced |
| Equitable Holdings, Inc. | 42,163 | $537.2K | 0.00% | +42,163 | New |
| Rockefeller Capital Management L.P. | 45,972 | $519.5K | 0.00% | +21,279+86.2% | Added |
| Northern Trust Corp | 44,055 | $497.8K | 0.00% | −35,507−44.6% | Reduced |
| Cornerstone Advisory, LLC | 43,702 | $493.8K | 0.05% | +844+2.0% | Added |
| BNP Paribas Arbitrage, SA | 43,114 | $487.2K | 0.00% | −50,306−53.8% | Reduced |
| Brevan Howard Capital Management LP | 41,347 | $467.2K | 0.00% | −1,612−3.8% | Reduced |
| NewGen Asset Management Ltd | 40,500 | $457.6K | 0.28% | +40,500 | New |
| Advisors Asset Management, Inc. | 39,902 | $450.9K | 0.01% | −1,780−4.3% | Reduced |
| Cresset Asset Management, LLC | 39,643 | $448.0K | 0.00% | +100.0% | Added |
| Significant Wealth Partners LLC | 38,276 | $432.5K | 0.53% | +38,276 | New |
| DRW Securities, LLC | 38,092 | $430.4K | 0.02% | +38,092 | New |
| Winton Group Ltd | 36,516 | $412.6K | 0.01% | +20,216+124.0% | Added |
| Valeo Financial Advisors, LLC | 35,833 | $404.9K | 0.01% | +20,285+130.5% | Added |
| Toroso Investments, LLC | 35,793 | $404.5K | 0.00% | +35,793 | New |
| AQR Capital Management LLC | 35,672 | $403.1K | 0.00% | +1,734+5.1% | Added |
| Jackson Thornton Asset Management, LLC | 33,356 | $399.3K | 0.04% | −582−1.7% | Reduced |
| AlTi Global, Inc. | 35,210 | $397.9K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 35,014 | $395.7K | 0.00% | −4,485−11.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 33,989 | $384.1K | 0.03% | −300−0.9% | Reduced |
| Janney Montgomery Scott LLC | 33,574 | $379.0K | 0.00% | −53−0.2% | Reduced |
| Summit Financial, LLC | 32,544 | $367.7K | 0.00% | −7,579−18.9% | Reduced |
| Cetera Investment Advisers | 30,110 | $340.2K | 0.00% | +706+2.4% | Added |
| Cerity Partners LLC | 29,813 | $336.9K | 0.00% | +29,813 | New |
| Sovran Advisors, LLC | 26,378 | $332.9K | 0.03% | −11,970−31.2% | Reduced |
| TrueMark Investments, LLC | 29,133 | $329.2K | 0.06% | −54,211−65.0% | Reduced |
| BTG Pactual Asset Management US LLC | 28,466 | $321.7K | 0.03% | +28,466 | New |
| Millennium Management LLC | 27,724 | $313.3K | 0.00% | −64,055−69.8% | Reduced |
| Stifel Financial Corp | 26,293 | $297.1K | 0.00% | −9,372−26.3% | Reduced |
| Brown Advisory Inc | 26,169 | $295.7K | 0.00% | −9,219−26.1% | Reduced |
| Clearstead Advisors, LLC | 25,797 | $291.5K | 0.00% | +9,296+56.3% | Added |
| Next Level Private LLC | 25,721 | $290.6K | 0.07% | +25,721 | New |
| Bluefin Capital Management, LLC | 25,500 | $288.1K | 0.28% | −100−0.4% | Reduced |