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, Q3 2024
Institutional positions in Oxford Lane Capital Corp. as of Sep 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
- 123
- +22 vs. Q2 2024
- Shares held
- 13.3M
- +230.2K (+1.8%) vs. Q2 2024
- Total value
- $69.5M
- −$1.00M (−1.4%) vs. Q2 2024
- New holders
- 33
- 59 more added
- Sold out
- 11
- 16 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marks Wealth, LLC | 10,035 | $52.6K | 0.02% | +10,035 | New |
| Northern Trust Corp | 10,000 | $52.4K | 0.00% | −2,938−22.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,000 | $52.4K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 10,000 | $52.4K | 0.05% | +10,000 | New |
| GPS Wealth Strategies Group, LLC | 8,242 | $43.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,227 | $33.0K | 0.00% | +6,227 | New |
| Wells Fargo & Company | 3,676 | $19.3K | 0.00% | −84,633−95.8% | Reduced |
| US Bancorp | 3,057 | $16.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,535 | $13.3K | 0.00% | −1,310−34.1% | Reduced |
| Coppell Advisory Solutions LLC | 2,203 | $11.4K | 0.00% | +2,203 | New |
| AlphaMark Advisors, LLC | 2,044 | $11.0K | 0.00% | +415+25.5% | Added |
| Jaffetilchin Investment Partners, LLC | 1,663 | $8.71K | 0.00% | +1,663 | New |
| Royal Bank of Canada | 1,445 | $8.00K | 0.00% | +492+51.6% | Added |
| Sunbelt Securities, Inc. | 1,185 | $6.21K | 0.00% | +57+5.1% | Added |
| BlackRock, Inc. | 1,046 | $5.48K | 0.00% | +1,046 | New |
| Eagle Bay Advisors LLC | 1,000 | $5.24K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 943 | $4.94K | 0.00% | +943 | New |
| Spectrum Wealth Counsel, LLC | 750 | $3.93K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 731 | $3.92K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 224 | $1.17K | 0.00% | +222+11,100.0% | Added |
| Tower Research Capital LLC (TRC) | 86 | $451 | 0.00% | −5,742−98.5% | Reduced |
| Danske Bank A/S | 5 | $26 | 0.00% | +5 | New |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,075,176−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −275,406−100.0% | Sold out |
| Maia Wealth LLC | 0 | $0 | 0.00% | −16,862−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −12,925−100.0% | Sold out |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −12,294−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Gratus Capital LLC | – | – | – | – | Not filed |