Skip to main content

Oxford Lane Capital Corp.

OXLC
Exchange
Nasdaq
SEC CIK
0001495222

No open-market purchases or sales by Oxford Lane Capital Corp. insiders were filed in the last 90 days; 94 institutions reported holding it in 13F filings for Q2 2026, worth $154.6M in total; no superinvestor holds it.

Other share classesOXLCGOXLCIOXLCLOXLCMOXLCNOXLCOOXLCZ

13F holders, Q2 2026

Institutional positions in Oxford Lane Capital Corp. as of Jun 30, 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
94
+11 vs. Q1 2026
Shares held
17.7M
+238.7K (+1.4%) vs. Q1 2026
Total value
$154.6M
−$15.7M (−9.2%) vs. Q1 2026
New holders
26
33 more added
Sold out
15
20 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OXLC 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.

Institutional holdersQ2 2026: 94 institutions
Q1 2021: 47 institutionsQ2 2021: 54 institutionsQ3 2021: 58 institutionsQ4 2021: 62 institutionsQ1 2022: 76 institutionsQ2 2022: 76 institutionsQ3 2022: 74 institutionsQ4 2022: 84 institutionsQ1 2023: 83 institutionsQ2 2023: 89 institutionsQ3 2023: 91 institutionsQ4 2023: 92 institutionsQ1 2024: 98 institutionsQ2 2024: 102 institutionsQ3 2024: 123 institutionsQ4 2024: 150 institutionsQ1 2025: 140 institutionsQ2 2025: 148 institutionsQ3 2025: 94 institutionsQ4 2025: 112 institutionsQ1 2026: 87 institutionsQ2 2026: 94 institutions
Value heldQ2 2026: $154.6M
Q1 2021: $36.7MQ2 2021: $34.1MQ3 2021: $54.9MQ4 2021: $65.5MQ1 2022: $57.2MQ2 2022: $41.0MQ3 2022: $38.3MQ4 2022: $55.0MQ1 2023: $55.8MQ2 2023: $52.0MQ3 2023: $53.7MQ4 2023: $54.9MQ1 2024: $62.3MQ2 2024: $70.6MQ3 2024: $69.5MQ4 2024: $82.0MQ1 2025: $80.4MQ2 2025: $90.1MQ3 2025: $117.3MQ4 2025: $147.1MQ1 2026: $171.0MQ2 2026: $154.6M
Institutions holding OXLC and their total value by quarter
QuarterHoldersValue
Q2 202694$154.6M
Q1 202687$171.0M
Q4 2025112$147.1M
Q3 202594$117.3M
Q2 2025148$90.1M
Q1 2025140$80.4M
Q4 2024150$82.0M
Q3 2024123$69.5M
Q2 2024102$70.6M
Q1 202498$62.3M
Q4 202392$54.9M
Q3 202391$53.7M
Q2 202389$52.0M
Q1 202383$55.8M
Q4 202284$55.0M
Q3 202274$38.3M
Q2 202276$41.0M
Q1 202276$57.2M
Q4 202162$65.5M
Q3 202158$54.9M
Q2 202154$34.1M
Q1 202147$36.7M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q1 2026.

Institutions holding OXLC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley3,840,792$33.6M0.00%+272,427+7.6%Added
Polar Asset Management Partners Inc.2,350,000$20.6M0.38%+350,000+17.5%Added
Kohlberg Kravis Roberts & Co. L.P.1,771,302$15.5M0.27%−1,415,928−44.4%Reduced
Citadel Advisors LLC1,703,401$14.9M0.01%+559,421+48.9%Added
Goldman Sachs Group Inc1,452,349$12.7M0.00%+1,441,642+13,464.5%Added
Jain Global LLC1,017,585$8.91M0.10%+951,335+1,436.0%Added
Blackstone Group Inc.910,000$7.97M0.03%+235,000+34.8%Added
Barclays PLC850,002$7.45M0.00%+311,586+57.9%Added
Eagle Point Credit Management LLC834,459$7.31M11.04%00.0%Unchanged
Ares Management LLC268,564$2.35M0.10%+9,872+3.8%Added
Freestone Capital Holdings, LLC211,424$1.85M0.05%−9,955−4.5%Reduced
Alpine Global Management, LLC198,112$1.74M0.29%−59,880−23.2%Reduced
J.W. Cole Advisors, Inc.167,521$1.47M0.03%+167,521New
Virtus Investment Advisers, Inc.153,504$1.34M0.31%−55,143−26.4%Reduced
Delphi Financial Group, Inc.145,030$1.27M0.63%00.0%Unchanged
Susquehanna International Group, LLP110,333$966.5K0.00%+1,833+1.7%Added
Wedbush Securities Inc96,234$843.0K0.02%−36,895−27.7%Reduced
Advisor Group Holdings, Inc.91,451$801.1K0.00%+21,712+31.1%Added
Founders Financial Alliance, LLC88,808$778.0K0.10%−2,814−3.1%Reduced
LPL Financial LLC84,148$737.1K0.00%−9,063−9.7%Reduced
Envestnet Asset Management Inc83,655$732.8K0.00%+60,965+268.7%Added
Jane Street Group, LLC82,446$722.2K0.00%+82,446New
VARCOV Co.73,928$647.6K0.25%+73,928New
Advisory Solutions Group, LLC62,942$551.4K0.19%+62,942New
Kestra Advisory Services, LLC59,309$519.6K0.00%+5,554+10.3%Added
Private Advisor Group, LLC51,066$447.3K0.00%+7,404+17.0%Added
DRW Securities, LLC49,458$433.3K0.03%+34,378+228.0%Added
Samalin Investment Counsel, LLC46,529$407.6K0.13%−34,596−42.6%Reduced
OneAscent Family Office, LLC46,457$407.0K0.21%+46,457New
Cordoba Advisory Partners LLC42,881$375.8K0.08%+28,017+188.5%Added
BI Asset Management Fondsmaeglerselskab A/S40,733$357.0K0.00%−122,174−75.0%Reduced
Cetera Investment Advisers40,527$355.0K0.00%+12,028+42.2%Added
Apollon Wealth Management, LLC38,868$340.5K0.00%+872+2.3%Added
Marex Group plc33,905$297.0K0.00%+33,905New
Wesbanco Bank Inc32,090$281.1K0.01%+2,000+6.6%Added
M&T Bank Corp30,927$270.9K0.00%00.0%Unchanged
Mariner, LLC29,754$260.6K0.00%+4,121+16.1%Added
Snowden Capital Advisors LLC27,140$237.7K0.01%+6,601+32.1%Added
Raymond James Financial Inc26,969$236.2K0.00%−603−2.2%Reduced
HRT Financial LP26,226$229.0K0.00%+26,226New
Global Retirement Partners, LLC25,487$223.3K0.00%+25,487New
Eight 31 Financial LLC25,253$221.2K0.13%+1,531+6.5%Added
Prospera Financial Services Inc22,192$194.4K0.00%+772+3.6%Added
Two Sigma Securities, LLC22,057$193.2K0.02%+22,057New
Capital CS Group, LLC20,472$179.3K0.26%+1,572+8.3%Added
Abel Hall, LLC20,000$175.2K0.03%00.0%Unchanged
Commonwealth Equity Services, LLC18,474$161.8K0.00%−7,407−28.6%Reduced
Wealth Enhancement Advisory Services, LLC17,393$158.8K0.00%+17,393New
Fermata Advisors, LLC17,297$151.5K0.03%+760+4.6%Added
Attessa Capital LLC17,262$151.2K0.07%+17,262New
Ausdal Financial Partners, Inc.15,996$140.1K0.01%00.0%Unchanged
XTX Topco Ltd13,790$120.8K0.00%+13,790New
Park Avenue Securities LLC12,128$106.0K0.00%+12,128New
Sanctuary Advisors, LLC11,300$99.0K0.00%+11,300New
BNP Paribas Arbitrage, SA10,733$94.0K0.00%+2,540+31.0%Added
Cura Wealth Advisors, LLC10,247$89.8K0.04%00.0%Unchanged
NWF Advisory Services Inc.10,103$88.5K0.01%+10,103New
Kestra Private Wealth Services, LLC10,055$88.1K0.00%00.0%Unchanged
Parisi Gray Wealth Management10,000$87.6K0.02%00.0%Unchanged
Allworth Financial LP9,994$87.5K0.00%−1,165−10.4%Reduced
Strategic Wealth Partners, Ltd.8,640$75.7K0.00%+8,600+21,500.0%Added
JPMorgan Chase & Co7,780$68.5K0.00%+3,558+84.3%Added
Pinnacle Wealth Planning Services, Inc.7,381$64.7K0.01%+1,124+18.0%Added
WPG Advisers, LLC4,601$40.3K0.02%+687+17.6%Added
Triumph Capital Management4,336$38.0K0.01%−255−5.6%Reduced
Security National Bank4,000$35.0K0.00%+4,000New
UBS Group AG3,861$33.8K0.00%−130,317−97.1%Reduced
AdvisorNet Financial, Inc2,863$25.1K0.00%−59−2.0%Reduced
CoreCap Advisors, LLC2,362$20.7K0.00%00.0%Unchanged
International Assets Investment Management, LLC2,205$19.4K0.00%−2,356−51.7%Reduced
Royal Bank of Canada2,107$18.0K0.00%+1,507+251.2%Added
GWM Advisors LLC1,940$17.0K0.00%00.0%Unchanged
Fifth Third Bancorp1,930$16.9K0.00%+149+8.4%Added
SWAN Capital LLC1,232$10.8K0.00%00.0%Unchanged
Larson Financial Group LLC1,000$8.76K0.00%+1,000New
Tower Research Capital LLC (TRC)641$5.62K0.00%+641New
Highland Investment Advisors LLC611$5.35K0.00%+611New
Highline Wealth Partners LLC600$5.26K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc498$4.45K0.00%00.0%Unchanged
Wells Fargo & Company452$3.96K0.00%−3,718−89.2%Reduced
IFP Advisors, Inc400$3.50K0.00%00.0%Unchanged
Avion Wealth379$3.00K0.00%+23+6.5%Added
IFG Advisory, LLC300$2.63K0.00%+300New
SRS Capital Advisors, Inc.258$2.26K0.00%+258New
Bangor Savings Bank150$1.31K0.00%+150New
Continuum Advisory, LLC146$1.28K0.00%+146New
Elequin Capital LP124$1.09K0.00%+124New
Farther Finance Advisors, LLC104$9090.00%+6+6.1%Added
Federation des caisses Desjardins du Quebec100$8760.00%−2,820−96.6%Reduced
Rockefeller Capital Management L.P.94$8230.00%−145−60.7%Reduced
JFS Wealth Advisors, LLC26$2280.00%+26New
Quarry LP4$350.00%+4New
Northwestern Mutual Wealth Management Co1$90.00%−477−99.8%Reduced
BlackRock, Inc.1$90.00%00.0%Unchanged
Saba Capital Management, L.P.0$00.00%−1,852,145−100.0%Sold out
Border to Coast Pensions Partnership Ltd0$00.00%−440,000−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−222,539−100.0%Sold out
Simplify Asset Management Inc.0$00.00%−100,000−100.0%Sold out
GatePass Capital, LLC0$00.00%−90,300−100.0%Sold out
Lido Advisors, LLC0$00.00%−46,470−100.0%Sold out