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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $11 | 0.00% | −29−96.7% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $181 | 0.00% | −532−97.1% | Reduced |
| Natixis | 22 | $249 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 35 | $396 | 0.00% | +1+2.9% | Added |
| Caitong International Asset Management Co., Ltd | 39 | $441 | 0.00% | +39 | New |
| Steward Partners Investment Advisory, LLC | 90 | $1.02K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 102 | $1.12K | 0.00% | +100+5,000.0% | Added |
| ESL Trust Services, LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 129 | $1.46K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 386 | $4.36K | 0.00% | +13+3.5% | Added |
| Atlantic Union Bankshares Corp | 456 | $5.15K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 498 | $5.63K | 0.00% | −2,141−81.1% | Reduced |
| McIlrath & Eck, LLC | 500 | $5.65K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 609 | $6.88K | 0.00% | −29,323−98.0% | Reduced |
| North Star Investment Management Corp. | 700 | $7.91K | 0.00% | +40+6.1% | Added |
| Community Bank, N.A. | 730 | $8.25K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 772 | $8.64K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $11.3K | 0.00% | −5,017−83.4% | Reduced |
| Sunbelt Securities, Inc. | 1,000 | $11.3K | 0.00% | −1,625−61.9% | Reduced |
| Burk Holdings LLC | 1,008 | $11.4K | 0.00% | +1,008 | New |
| CWM, LLC | 1,315 | $14.9K | 0.00% | −48−3.5% | Reduced |
| Optiver Holding B.V. | 1,462 | $16.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,800 | $20.3K | 0.00% | +1,800 | New |
| Bokf, NA | 1,900 | $21.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,936 | $21.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,000 | $22.6K | 0.00% | +2,000 | New |
| MTM Investment Management, LLC | 2,500 | $28.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 2,577 | $29.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,102 | $35.1K | 0.00% | −440−12.4% | Reduced |
| International Assets Investment Management, LLC | 3,150 | $35.2K | 0.00% | +1,707+118.3% | Added |
| Anchor Investment Management, LLC | 3,200 | $36.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,322 | $37.5K | 0.00% | −4−0.1% | Reduced |
| Allworth Financial LP | 3,419 | $38.6K | 0.00% | −29−0.8% | Reduced |
| Fifth Third Bancorp | 3,654 | $41.3K | 0.00% | +3,654 | New |
| State of Alaska, Department of Revenue | 3,926 | $44.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 4,607 | $52.1K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,000 | $56.5K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 7,400 | $84.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 9,257 | $104.6K | 0.00% | −1,000−9.7% | Reduced |
| Black Maple Capital Management LP | 10,000 | $113.0K | 0.09% | +10,000 | New |
| Cohen Capital Management, Inc. | 10,833 | $122.4K | 0.02% | +371+3.5% | Added |
| American Capital Advisory, LLC | 10,956 | $123.8K | 0.05% | +375+3.5% | Added |
| We Are One Seven, LLC | 11,147 | $126.0K | 0.00% | −1,765−13.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,313 | $128.0K | 0.00% | −6,266−35.6% | Reduced |
| HORAN Wealth, LLC | 11,757 | $132.9K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 11,771 | $133.0K | 0.00% | +11,771 | New |
| CI Private Wealth, LLC | 11,827 | $133.6K | 0.00% | +1,377+13.2% | Added |
| Moors & Cabot, Inc. | 11,932 | $134.8K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,375 | $139.8K | 0.00% | −400−3.1% | Reduced |
| First Affirmative Financial Network | 12,410 | $140.2K | 0.05% | +12,410 | New |
| Blue Line Capital, LLC | 12,481 | $141.0K | 0.16% | +121+1.0% | Added |
| AREX Capital Management, LP | 12,500 | $141.3K | 0.23% | +12,500 | New |
| Mirabella Financial Services LLP | 13,304 | $150.3K | 0.01% | +13,304 | New |
| IMC-Chicago, LLC | 13,765 | $155.5K | 0.00% | +13,765 | New |
| Two Sigma Securities, LLC | 14,330 | $161.9K | 0.02% | +14,330 | New |
| nVerses Capital, LLC | 14,862 | $167.9K | 0.15% | +14,862 | New |
| Flagship Harbor Advisors, LLC | 15,069 | $170.3K | 0.01% | −2,370−13.6% | Reduced |
| VPR Management LLC | 15,760 | $178.1K | 0.07% | +266+1.7% | Added |
| Captrust Financial Advisors | 15,994 | $180.7K | 0.00% | +87+0.5% | Added |
| MQS Management LLC | 16,076 | $181.7K | 0.12% | +16,076 | New |
| Envestnet Asset Management Inc | 16,788 | $189.7K | 0.00% | +3,836+29.6% | Added |
| Essex Financial Services, Inc. | 17,016 | $192.3K | 0.01% | +16+0.1% | Added |
| Parallel Advisors, LLC | 17,250 | $194.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,461 | $197.3K | 0.00% | +536+3.2% | Added |
| Tortuga Wealth Management, Inc | 17,525 | $198.0K | 0.19% | −921−5.0% | Reduced |
| Nilsine Partners, LLC | 16,455 | $202.9K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 17,961 | $203.0K | 0.01% | +17,961 | New |
| Jackson Hole Capital Partners, LLC | 18,651 | $210.8K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 18,795 | $212.4K | 0.01% | −1,400−6.9% | Reduced |
| Principal Street Partners, LLC | 19,061 | $215.4K | 0.04% | −1,824−8.7% | Reduced |
| JPMorgan Chase & Co | 19,221 | $215.5K | 0.00% | −8,156−29.8% | Reduced |
| Sunbeam Capital Management, LLC | 19,085 | $215.7K | 0.12% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 19,101 | $216.0K | 0.00% | −11,415−37.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 20,046 | $226.5K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 21,386 | $241.7K | 0.02% | +1,846+9.4% | Added |
| Atom Investors LP | 21,653 | $244.7K | 0.02% | +21,653 | New |
| Mariner, LLC | 22,383 | $252.9K | 0.00% | −94,039−80.8% | Reduced |
| Aquatic Capital Management LLC | 22,677 | $256.3K | 0.01% | −40,012−63.8% | Reduced |
| Closed-End Fund Advisors, Inc. | 22,787 | $257.5K | 0.26% | +11,183+96.4% | Added |
| Oxford Asset Management LLP | 23,845 | $269.4K | 0.11% | +7,960+50.1% | Added |
| Mesirow Financial Investment Management, Inc. | 24,250 | $274.0K | 0.00% | +24,250 | New |
| D. E. Shaw & Co., Inc. | 24,714 | $279.3K | 0.00% | +24,714 | New |
| PFG Investments, LLC | 25,213 | $284.9K | 0.01% | +516+2.1% | Added |
| Bluefin Capital Management, LLC | 25,500 | $288.1K | 0.28% | −100−0.4% | Reduced |
| Next Level Private LLC | 25,721 | $290.6K | 0.07% | +25,721 | New |
| Clearstead Advisors, LLC | 25,797 | $291.5K | 0.00% | +9,296+56.3% | Added |
| Brown Advisory Inc | 26,169 | $295.7K | 0.00% | −9,219−26.1% | Reduced |
| Stifel Financial Corp | 26,293 | $297.1K | 0.00% | −9,372−26.3% | Reduced |
| Millennium Management LLC | 27,724 | $313.3K | 0.00% | −64,055−69.8% | Reduced |
| BTG Pactual Asset Management US LLC | 28,466 | $321.7K | 0.03% | +28,466 | New |
| TrueMark Investments, LLC | 29,133 | $329.2K | 0.06% | −54,211−65.0% | Reduced |
| Sovran Advisors, LLC | 26,378 | $332.9K | 0.03% | −11,970−31.2% | Reduced |
| Cerity Partners LLC | 29,813 | $336.9K | 0.00% | +29,813 | New |
| Cetera Investment Advisers | 30,110 | $340.2K | 0.00% | +706+2.4% | Added |
| Summit Financial, LLC | 32,544 | $367.7K | 0.00% | −7,579−18.9% | Reduced |
| Janney Montgomery Scott LLC | 33,574 | $379.0K | 0.00% | −53−0.2% | Reduced |