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.
13F holders, Q2 2024
Institutional positions in Oxford Lane Capital Corp. as of Jun 30, 2024. 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
- 102
- +4 vs. Q1 2024
- Shares held
- 13.0M
- +779.6K (+6.4%) vs. Q1 2024
- Total value
- $70.6M
- +$8.29M (+13.3%) vs. Q1 2024
- New holders
- 20
- 47 more added
- Sold out
- 16
- 20 more reduced
Compare with Q1 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 94 | $154.6M |
| Q1 2026 | 87 | $171.0M |
| Q4 2025 | 112 | $147.1M |
| Q3 2025 | 94 | $117.3M |
| Q2 2025 | 148 | $90.1M |
| Q1 2025 | 140 | $80.4M |
| Q4 2024 | 150 | $82.0M |
| Q3 2024 | 123 | $69.5M |
| Q2 2024 | 102 | $70.6M |
| Q1 2024 | 98 | $62.3M |
| Q4 2023 | 92 | $54.9M |
| Q3 2023 | 91 | $53.7M |
| Q2 2023 | 89 | $52.0M |
| Q1 2023 | 83 | $55.8M |
| Q4 2022 | 84 | $55.0M |
| Q3 2022 | 74 | $38.3M |
| Q2 2022 | 76 | $41.0M |
| Q1 2022 | 76 | $57.2M |
| Q4 2021 | 62 | $65.5M |
| Q3 2021 | 58 | $54.9M |
| Q2 2021 | 54 | $34.1M |
| Q1 2021 | 47 | $36.7M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 3,075,176 | $16.7M | 0.21% | +68,336+2.3% | Added |
| Wedbush Securities Inc | 1,016,222 | $5.51M | 0.20% | +271,369+36.4% | Added |
| Morgan Stanley | 885,990 | $4.80M | 0.00% | +9,786+1.1% | Added |
| LPL Financial LLC | 530,651 | $2.88M | 0.00% | +163,515+44.5% | Added |
| Geneos Wealth Management Inc. | 494,403 | $2.68M | 0.12% | +328,553+198.1% | Added |
| Independent Financial Group, LLC | 409,908 | $2.22M | 0.09% | −14,440−3.4% | Reduced |
| Jump Financial, LLC | 397,662 | $2.16M | 0.04% | +308,662+346.8% | Added |
| Delphi Financial Group, Inc. | 351,037 | $1.90M | 1.07% | +76,063+27.7% | Added |
| Commonwealth Equity Services, LLC | 350,516 | $1.90M | 0.00% | +26,053+8.0% | Added |
| Cubist Systematic Strategies, LLC | 315,050 | $1.71M | 0.03% | +315,050 | New |
| TrueMark Investments, LLC | 303,196 | $1.64M | 0.56% | +303,196 | New |
| Virtus ETF Advisers LLC | 275,406 | $1.49M | 0.73% | +42,319+18.2% | Added |
| Advisor Group Holdings, Inc. | 274,715 | $1.49M | 0.00% | −426,658−60.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 268,366 | $1.45M | 0.06% | +5,055+1.9% | Added |
| Coastal Investment Advisors, Inc. | 257,754 | $1.40M | 0.27% | +171,098+197.4% | Added |
| HRT Financial LP | 248,656 | $1.35M | 0.01% | −207,744−45.5% | Reduced |
| Invesco Ltd. | 232,030 | $1.26M | 0.00% | +232,030 | New |
| Raymond James & Associates | 160,320 | $868.9K | 0.00% | +15,051+10.4% | Added |
| Founders Financial Alliance, LLC | 158,098 | $856.9K | 0.25% | +43,170+37.6% | Added |
| Citadel Advisors LLC | 154,632 | $838.1K | 0.00% | −912,806−85.5% | Reduced |
| Samalin Investment Counsel, LLC | 149,483 | $810.2K | 0.38% | +1,022+0.7% | Added |
| J.W. Cole Advisors, Inc. | 145,964 | $791.1K | 0.04% | +92,741+174.2% | Added |
| Arlington Capital Management, Inc. | 141,967 | $769.5K | 0.67% | −6,045−4.1% | Reduced |
| Private Advisor Group, LLC | 132,305 | $717.1K | 0.00% | +9,434+7.7% | Added |
| Aptus Capital Advisors, LLC | 102,124 | $553.5K | 0.01% | +1,800+1.8% | Added |
| CastleKnight Management LP | 97,000 | $525.7K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 113,547 | $502.7K | 0.00% | +17,087+17.7% | Added |
| Triumph Capital Management | 92,214 | $499.8K | 0.20% | +92,214 | New |
| Wells Fargo & Company | 88,309 | $478.6K | 0.00% | −3,192−3.5% | Reduced |
| National Asset Management, Inc. | 87,426 | $474.4K | 0.01% | +37,206+74.1% | Added |
| Sage Capital Advisors,llc | 80,052 | $433.9K | 0.12% | +11,926+17.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 71,184 | $385.8K | 0.00% | +55,876+365.0% | Added |
| Squarepoint Ops LLC | 65,757 | $356.4K | 0.00% | +6,762+11.5% | Added |
| Bard Associates Inc | 64,217 | $348.1K | 0.13% | 00.0% | Unchanged |
| Sigma Planning Corp | 62,917 | $341.0K | 0.01% | +22,421+55.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 61,770 | $334.8K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 60,361 | $327.2K | 0.00% | +16,487+37.6% | Added |
| CFO4Life Group, LLC | 58,320 | $316.1K | 0.06% | +19,745+51.2% | Added |
| UBS Group AG | 55,237 | $299.4K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 54,022 | $293.0K | 0.00% | +1,689+3.2% | Added |
| Lido Advisors, LLC | 53,277 | $288.8K | 0.00% | +1,905+3.7% | Added |
| Naviter Wealth, LLC | 51,668 | $280.0K | 0.04% | +31,887+161.2% | Added |
| Prospera Financial Services Inc | 47,848 | $259.4K | 0.01% | +3,062+6.8% | Added |
| Pasadena Private Wealth, LLC | 47,302 | $256.4K | 0.06% | +47,302 | New |
| GWM Advisors LLC | 46,762 | $253.5K | 0.00% | +232+0.5% | Added |
| PFG Investments, LLC | 45,066 | $244.3K | 0.02% | +29,954+198.2% | Added |
| Cetera Investment Advisers | 43,152 | $233.9K | 0.00% | +3,497+8.8% | Added |
| Atria Wealth Solutions, Inc. | 40,547 | $221.4K | 0.00% | +23,114+132.6% | Added |
| Soltis Investment Advisors LLC | 37,257 | $201.9K | 0.02% | +37,257 | New |
| Cambridge Investment Research Advisors, Inc. | 34,205 | $185.0K | 0.00% | −2,350−6.4% | Reduced |
| Hohimer Wealth Management, LLC | 33,038 | $179.1K | 0.04% | +12,560+61.3% | Added |
| Bank of America Corp | 30,951 | $167.8K | 0.00% | −40,083−56.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 30,875 | $167.3K | 0.00% | +104+0.3% | Added |
| Silverleafe Capital Partners, LLC | 30,611 | $165.9K | 0.06% | +30,611 | New |
| Summitry LLC | 30,000 | $162.6K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 32,040 | $159.6K | 0.00% | +32,040 | New |
| Beacon Financial Advisory LLC | 24,959 | $135.3K | 0.05% | +10,880+77.3% | Added |
| Essex Financial Services, Inc. | 24,089 | $133.9K | 0.01% | +7,089+41.7% | Added |
| D.A. Davidson & Co. | 23,401 | $126.8K | 0.00% | −4,506−16.1% | Reduced |
| Waddell & Associates, LLC | 22,960 | $124.4K | 0.02% | +1,104+5.1% | Added |
| Avidian Wealth Solutions, LLC | 19,976 | $108.3K | 0.01% | +19,976 | New |
| Dynamic Technology Lab Private Ltd | 19,476 | $106.0K | 0.01% | +19,476 | New |
| Envestnet Asset Management Inc | 19,220 | $104.2K | 0.00% | −14,653−43.3% | Reduced |
| Maia Wealth LLC | 16,862 | $95.1K | 0.03% | +16,862 | New |
| EverSource Wealth Advisors, LLC | 16,000 | $88.6K | 0.01% | +16,000 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,880 | $86.1K | 0.01% | +1,229+8.4% | Added |
| Park Avenue Securities LLC | 15,300 | $83.0K | 0.00% | −22,279−59.3% | Reduced |
| Belpointe Asset Management LLC | 14,112 | $76.5K | 0.01% | +1,535+12.2% | Added |
| HighTower Advisors, LLC | 13,206 | $71.0K | 0.00% | −7−0.1% | Reduced |
| Northern Trust Corp | 12,938 | $70.1K | 0.00% | −4,873−27.4% | Reduced |
| Perigon Wealth Management, LLC | 12,925 | $70.1K | 0.00% | +12,925 | New |
| Arkadios Wealth Advisors | 12,640 | $68.5K | 0.00% | +226+1.8% | Added |
| Bridgewealth Advisory Group, LLC | 12,294 | $66.6K | 0.03% | −41,333−77.1% | Reduced |
| Joule Financial, LLC | 12,231 | $66.3K | 0.03% | +12,231 | New |
| Mariner, LLC | 12,117 | $65.7K | 0.00% | +12,117 | New |
| Gratus Capital LLC | 12,000 | $65.0K | 0.00% | +12,000 | New |
| Two Sigma Securities, LLC | 11,656 | $63.2K | 0.00% | −21,947−65.3% | Reduced |
| Fisher Asset Management, LLC | 11,470 | $62.2K | 0.00% | +11,470 | New |
| One Capital Management, LLC | 11,300 | $61.2K | 0.00% | +1,300+13.0% | Added |
| Capital Investment Advisors, LLC | 11,000 | $59.6K | 0.00% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 10,549 | $57.2K | 0.01% | +85+0.8% | Added |
| Captrust Financial Advisors | 10,399 | $56.4K | 0.00% | −3,230−23.7% | Reduced |
| Wesbanco Bank Inc | 10,209 | $55.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10,000 | $54.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,100 | $50.9K | 0.00% | +3,000+49.2% | Added |
| GPS Wealth Strategies Group, LLC | 8,242 | $44.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,828 | $31.6K | 0.00% | −6,079−51.1% | Reduced |
| Camelot Portfolios, LLC | 4,500 | $24.4K | 0.01% | +4,500 | New |
| Allworth Financial LP | 3,845 | $21.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,057 | $16.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,629 | $9.00K | 0.00% | +604+58.9% | Added |
| Sunbelt Securities, Inc. | 1,128 | $6.11K | 0.00% | +54+5.0% | Added |
| Eagle Bay Advisors LLC | 1,000 | $5.42K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 958 | $5.19K | 0.00% | −301,800−99.7% | Reduced |
| Royal Bank of Canada | 953 | $5.00K | 0.00% | −15,098−94.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 750 | $4.07K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 731 | $3.96K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 304 | $1.64K | 0.00% | +21+7.4% | Added |
| Cypress Capital, LLC | 220 | $1.19K | 0.00% | +220 | New |