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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 2022

Institutional positions in Oxford Lane Capital Corp. as of Jun 30, 2022. 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
76
0 vs. Q1 2022
Shares held
7.21M
−721.3K (−9.1%) vs. Q1 2022
Total value
$41.0M
−$16.2M (−28.4%) vs. Q1 2022
New holders
17
28 more added
Sold out
17
18 more reduced

Compare with Q1 2022: 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 2022: 76 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 2022: $41.0M
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 2022

Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q1 2022.

Institutions holding OXLC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc43$00.00%+2+4.9%Added
Larson Financial Group LLC11$00.00%00.0%Unchanged
Credit Suisse AG25$00.00%+25New
Financial Synergies Wealth Advisors, Inc.75$4260.00%+75New
GHP Investment Advisors, Inc.125$1.00K0.00%00.0%Unchanged
Cordasco Financial Network156$1.00K0.00%00.0%Unchanged
Spire Wealth Management300$2.00K0.00%+300New
Venture Visionary Partners LLC600$3.41K0.00%+600New
Spectrum Management Group, LLC750$4.00K0.00%+150+25.0%Added
Worth Asset Management, LLC900$5.00K0.00%−350−28.0%Reduced
Resources Management Corp1,000$6.00K0.00%00.0%Unchanged
American Portfolios Advisors2,092$11.9K0.00%+151+7.8%Added
Tower Research Capital LLC (TRC)2,034$12.0K0.00%+1,814+824.5%Added
Allworth Financial LP2,500$14.0K0.00%+2,500New
Tradition Wealth Management, LLC2,649$15.0K0.00%+696+35.6%Added
Proequities, Inc.3,000$17.0K0.00%+3,000New
Hudock, Inc.3,543$20.0K0.01%00.0%Unchanged
CoreCap Advisors, LLC8,660$49.0K0.00%+8,660New
One Capital Management, LLC10,000$56.0K0.00%00.0%Unchanged
Hilltop Holdings Inc.10,350$59.0K0.01%+10,350New
Kingsview Wealth Management, LLC11,296$64.0K0.00%+11,296New
Beacon Financial Advisory LLC11,377$65.0K0.04%+11,377New
BDO Wealth Advisors, LLC11,618$66.0K0.01%+203+1.8%Added
CIBC Private Wealth Group, LLC12,000$68.0K0.00%−7,500−38.5%Reduced
Waddell & Associates, LLC13,051$74.0K0.02%+13,051New
Kalos Management, Inc.14,448$82.0K0.11%00.0%Unchanged
Prospera Financial Services Inc14,572$83.0K0.00%+7,370+102.3%Added
Wetherby Asset Management Inc15,000$85.0K0.01%−5,000−25.0%Reduced
United Capital Financial Advisers, LLC15,200$86.0K0.00%+200+1.3%Added
Wells Fargo & Company15,381$87.0K0.00%+3,540+29.9%Added
Tompkins Financial Corp16,000$91.0K0.01%00.0%Unchanged
BCJ Capital Management, LLC19,275$109.0K0.01%00.0%Unchanged
Mercer Global Advisors Inc19,742$112.0K0.00%−30−0.2%Reduced
Summitry LLC20,000$114.0K0.01%00.0%Unchanged
Freestone Capital Holdings, LLC20,100$114.0K0.00%+20,100New
Nomura Holdings Inc22,000$127.0K0.00%+22,000New
UBS Group AG23,946$136.0K0.00%−500−2.0%Reduced
Squarepoint Ops LLC24,154$137.0K0.00%+24,154New
Park Avenue Securities LLC25,483$145.0K0.00%00.0%Unchanged
Bank of New York Mellon Corp28,611$163.0K0.00%+879+3.2%Added
Claybrook Capital, LLC28,816$164.0K0.10%+8,000+38.4%Added
Northern Trust Corp30,000$170.0K0.00%+30,000New
Royal Bank of Canada31,587$179.0K0.00%−1,110−3.4%Reduced
Sigma Planning Corp33,832$192.0K0.01%+33,832New
Bank of America Corp34,471$196.0K0.00%−10,711−23.7%Reduced
Sage Capital Advisors,llc36,967$210.0K0.10%+2,257+6.5%Added
Samalin Investment Counsel, LLC39,904$227.0K0.16%+2,212+5.9%Added
Rockefeller Capital Management L.P.40,336$229.0K0.00%+577+1.5%Added
Kestra Advisory Services, LLC40,353$229.0K0.00%+8,741+27.7%Added
GWM Advisors LLC45,442$258.0K0.00%−7,289−13.8%Reduced
Jump Financial, LLC45,700$260.0K0.01%−67,300−59.6%Reduced
B. Riley Wealth Management, Inc.46,092$262.0K0.02%+33,632+269.9%Added
Cambridge Investment Research Advisors, Inc.46,271$263.0K0.00%−592−1.3%Reduced
Raymond James & Associates49,828$283.0K0.00%+17,292+53.1%Added
National Asset Management, Inc.50,467$287.0K0.01%−3,373−6.3%Reduced
All Season Financial Advisors, Inc.51,516$293.0K0.25%+622+1.2%Added
Private Advisor Group, LLC58,448$332.0K0.00%+24,360+71.5%Added
Geneos Wealth Management Inc.60,027$342.0K0.02%00.0%Unchanged
Bard Associates Inc70,194$399.0K0.17%+500+0.7%Added
Envestnet Asset Management Inc72,258$410.0K0.00%−18,290−20.2%Reduced
Alpha Cubed Investments, LLC92,538$526.0K0.04%+6,653+7.7%Added
The PNC Financial Services Group, Inc.115,894$658.0K0.00%+3,584+3.2%Added
Western Wealth Management, LLC115,631$700.0K0.04%−5,554−4.6%Reduced
Thomas J. Herzfeld Advisors, Inc.157,641$895.0K0.37%−101,118−39.1%Reduced
Virtus ETF Advisers LLC176,034$1.00M0.37%+21,908+14.2%Added
Invesco Ltd.183,548$1.04M0.00%+183,548New
Wedbush Securities Inc219,598$1.25M0.07%+83,268+61.1%Added
Commonwealth Equity Services, LLC286,871$1.63M0.00%+8,623+3.1%Added
Wiley Bros.-Aintree Capital, LLC304,148$1.73M1.00%+15,510+5.4%Added
LPL Financial LLC308,623$1.75M0.00%+10,830+3.6%Added
Delphi Financial Group, Inc.339,316$1.93M0.90%−16,441−4.6%Reduced
Independent Financial Group, LLC398,161$2.26M0.24%−82,629−17.2%Reduced
Advisor Group Holdings, Inc.405,490$2.30M0.01%+97,869+31.8%Added
Morgan Stanley613,627$3.48M0.00%−524,952−46.1%Reduced
Enstar Group LTD624,420$3.55M0.93%00.0%Unchanged
Penserra Capital Management LLC1,553,291$8.82M0.24%−23,644−1.5%Reduced
Camden Capital, LLC0$00.00%−147,485−100.0%Sold out
Citadel Advisors LLC0$00.00%−144,802−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−65,800−100.0%Sold out
Geller Advisors LLC0$00.00%−33,437−100.0%Sold out
BBR Partners, LLC0$00.00%−27,300−100.0%Sold out
Quantbot Technologies LP0$00.00%−25,700−100.0%Sold out
CenterBook Partners LP0$00.00%−21,437−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−20,291−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−20,093−100.0%Sold out
Capasso Planning Partners LLC0$00.00%−20,000−100.0%Sold out
Cetera Advisors LLC0$00.00%−19,775−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−13,604−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−11,350−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−8,011−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,940−100.0%Sold out
Citigroup Inc0$00.00%−240−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out