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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $11 | 0.00% | −1−33.3% | Reduced |
| Triad Wealth Partners, LLC | 130 | $705 | 0.00% | +130 | New |
| Cypress Capital, LLC | 220 | $1.19K | 0.00% | +220 | New |
| Farther Finance Advisors, LLC | 304 | $1.64K | 0.00% | +21+7.4% | Added |
| Continuum Advisory, LLC | 731 | $3.96K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 750 | $4.07K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 953 | $5.00K | 0.00% | −15,098−94.1% | Reduced |
| JPMorgan Chase & Co | 958 | $5.19K | 0.00% | −301,800−99.7% | Reduced |
| Eagle Bay Advisors LLC | 1,000 | $5.42K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,128 | $6.11K | 0.00% | +54+5.0% | Added |
| AlphaMark Advisors, LLC | 1,629 | $9.00K | 0.00% | +604+58.9% | Added |
| Proequities, Inc. | 3,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,057 | $16.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,845 | $21.4K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 4,500 | $24.4K | 0.01% | +4,500 | New |
| Tower Research Capital LLC (TRC) | 5,828 | $31.6K | 0.00% | −6,079−51.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,242 | $44.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,100 | $50.9K | 0.00% | +3,000+49.2% | Added |
| Cullen/Frost Bankers, Inc. | 10,000 | $54.2K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 10,209 | $55.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,399 | $56.4K | 0.00% | −3,230−23.7% | Reduced |
| Vantage Financial Partners, LLC | 10,549 | $57.2K | 0.01% | +85+0.8% | Added |
| Capital Investment Advisors, LLC | 11,000 | $59.6K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 11,300 | $61.2K | 0.00% | +1,300+13.0% | Added |
| Fisher Asset Management, LLC | 11,470 | $62.2K | 0.00% | +11,470 | New |
| Two Sigma Securities, LLC | 11,656 | $63.2K | 0.00% | −21,947−65.3% | Reduced |
| Gratus Capital LLC | 12,000 | $65.0K | 0.00% | +12,000 | New |
| Mariner, LLC | 12,117 | $65.7K | 0.00% | +12,117 | New |
| Joule Financial, LLC | 12,231 | $66.3K | 0.03% | +12,231 | New |
| Bridgewealth Advisory Group, LLC | 12,294 | $66.6K | 0.03% | −41,333−77.1% | Reduced |
| Arkadios Wealth Advisors | 12,640 | $68.5K | 0.00% | +226+1.8% | Added |
| Perigon Wealth Management, LLC | 12,925 | $70.1K | 0.00% | +12,925 | New |
| Northern Trust Corp | 12,938 | $70.1K | 0.00% | −4,873−27.4% | Reduced |
| HighTower Advisors, LLC | 13,206 | $71.0K | 0.00% | −7−0.1% | Reduced |
| Belpointe Asset Management LLC | 14,112 | $76.5K | 0.01% | +1,535+12.2% | Added |
| Park Avenue Securities LLC | 15,300 | $83.0K | 0.00% | −22,279−59.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,880 | $86.1K | 0.01% | +1,229+8.4% | Added |
| EverSource Wealth Advisors, LLC | 16,000 | $88.6K | 0.01% | +16,000 | New |
| Maia Wealth LLC | 16,862 | $95.1K | 0.03% | +16,862 | New |
| Envestnet Asset Management Inc | 19,220 | $104.2K | 0.00% | −14,653−43.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,476 | $106.0K | 0.01% | +19,476 | New |
| Avidian Wealth Solutions, LLC | 19,976 | $108.3K | 0.01% | +19,976 | New |
| Waddell & Associates, LLC | 22,960 | $124.4K | 0.02% | +1,104+5.1% | Added |
| D.A. Davidson & Co. | 23,401 | $126.8K | 0.00% | −4,506−16.1% | Reduced |
| Essex Financial Services, Inc. | 24,089 | $133.9K | 0.01% | +7,089+41.7% | Added |
| Beacon Financial Advisory LLC | 24,959 | $135.3K | 0.05% | +10,880+77.3% | Added |
| Sanctuary Advisors, LLC | 32,040 | $159.6K | 0.00% | +32,040 | New |
| Summitry LLC | 30,000 | $162.6K | 0.01% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 30,611 | $165.9K | 0.06% | +30,611 | New |
| Prime Capital Investment Advisors, LLC | 30,875 | $167.3K | 0.00% | +104+0.3% | Added |
| Bank of America Corp | 30,951 | $167.8K | 0.00% | −40,083−56.4% | Reduced |
| Hohimer Wealth Management, LLC | 33,038 | $179.1K | 0.04% | +12,560+61.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,205 | $185.0K | 0.00% | −2,350−6.4% | Reduced |
| Soltis Investment Advisors LLC | 37,257 | $201.9K | 0.02% | +37,257 | New |
| Atria Wealth Solutions, Inc. | 40,547 | $221.4K | 0.00% | +23,114+132.6% | Added |
| Cetera Investment Advisers | 43,152 | $233.9K | 0.00% | +3,497+8.8% | Added |
| PFG Investments, LLC | 45,066 | $244.3K | 0.02% | +29,954+198.2% | Added |
| GWM Advisors LLC | 46,762 | $253.5K | 0.00% | +232+0.5% | Added |
| Pasadena Private Wealth, LLC | 47,302 | $256.4K | 0.06% | +47,302 | New |
| Prospera Financial Services Inc | 47,848 | $259.4K | 0.01% | +3,062+6.8% | Added |
| Naviter Wealth, LLC | 51,668 | $280.0K | 0.04% | +31,887+161.2% | Added |
| Lido Advisors, LLC | 53,277 | $288.8K | 0.00% | +1,905+3.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 54,022 | $293.0K | 0.00% | +1,689+3.2% | Added |
| UBS Group AG | 55,237 | $299.4K | 0.00% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 58,320 | $316.1K | 0.06% | +19,745+51.2% | Added |
| Jane Street Group, LLC | 60,361 | $327.2K | 0.00% | +16,487+37.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 61,770 | $334.8K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 62,917 | $341.0K | 0.01% | +22,421+55.4% | Added |
| Bard Associates Inc | 64,217 | $348.1K | 0.13% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 65,757 | $356.4K | 0.00% | +6,762+11.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 71,184 | $385.8K | 0.00% | +55,876+365.0% | Added |
| Sage Capital Advisors,llc | 80,052 | $433.9K | 0.12% | +11,926+17.5% | Added |
| National Asset Management, Inc. | 87,426 | $474.4K | 0.01% | +37,206+74.1% | Added |
| Wells Fargo & Company | 88,309 | $478.6K | 0.00% | −3,192−3.5% | Reduced |
| Triumph Capital Management | 92,214 | $499.8K | 0.20% | +92,214 | New |
| Kestra Advisory Services, LLC | 113,547 | $502.7K | 0.00% | +17,087+17.7% | Added |
| CastleKnight Management LP | 97,000 | $525.7K | 0.07% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 102,124 | $553.5K | 0.01% | +1,800+1.8% | Added |
| Private Advisor Group, LLC | 132,305 | $717.1K | 0.00% | +9,434+7.7% | Added |
| Arlington Capital Management, Inc. | 141,967 | $769.5K | 0.67% | −6,045−4.1% | Reduced |
| J.W. Cole Advisors, Inc. | 145,964 | $791.1K | 0.04% | +92,741+174.2% | Added |
| Samalin Investment Counsel, LLC | 149,483 | $810.2K | 0.38% | +1,022+0.7% | Added |
| Citadel Advisors LLC | 154,632 | $838.1K | 0.00% | −912,806−85.5% | Reduced |
| Founders Financial Alliance, LLC | 158,098 | $856.9K | 0.25% | +43,170+37.6% | Added |
| Raymond James & Associates | 160,320 | $868.9K | 0.00% | +15,051+10.4% | Added |
| Invesco Ltd. | 232,030 | $1.26M | 0.00% | +232,030 | New |
| HRT Financial LP | 248,656 | $1.35M | 0.01% | −207,744−45.5% | Reduced |
| Coastal Investment Advisors, Inc. | 257,754 | $1.40M | 0.27% | +171,098+197.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 268,366 | $1.45M | 0.06% | +5,055+1.9% | Added |
| Advisor Group Holdings, Inc. | 274,715 | $1.49M | 0.00% | −426,658−60.8% | Reduced |
| Virtus ETF Advisers LLC | 275,406 | $1.49M | 0.73% | +42,319+18.2% | Added |
| TrueMark Investments, LLC | 303,196 | $1.64M | 0.56% | +303,196 | New |
| Cubist Systematic Strategies, LLC | 315,050 | $1.71M | 0.03% | +315,050 | New |
| Commonwealth Equity Services, LLC | 350,516 | $1.90M | 0.00% | +26,053+8.0% | Added |
| Delphi Financial Group, Inc. | 351,037 | $1.90M | 1.07% | +76,063+27.7% | Added |
| Jump Financial, LLC | 397,662 | $2.16M | 0.04% | +308,662+346.8% | Added |
| Independent Financial Group, LLC | 409,908 | $2.22M | 0.09% | −14,440−3.4% | Reduced |
| Geneos Wealth Management Inc. | 494,403 | $2.68M | 0.12% | +328,553+198.1% | Added |
| LPL Financial LLC | 530,651 | $2.88M | 0.00% | +163,515+44.5% | Added |
| Morgan Stanley | 885,990 | $4.80M | 0.00% | +9,786+1.1% | Added |