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, Q4 2024
Institutional positions in Oxford Lane Capital Corp. as of Dec 31, 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
- 150
- +29 vs. Q3 2024
- Shares held
- 16.2M
- +3.16M (+24.3%) vs. Q3 2024
- Total value
- $82.0M
- +$13.8M (+20.3%) vs. Q3 2024
- New holders
- 44
- 53 more added
- Sold out
- 15
- 31 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Border to Coast Pensions Partnership Ltd | 1,850,000 | $9.37M | 0.18% | +445,000+31.7% | Added |
| Wedbush Securities Inc | 1,191,828 | $6.04M | 0.22% | +107,951+10.0% | Added |
| Coastal Investment Advisors, Inc. | 1,030,232 | $5.25M | 2.15% | +141,536+15.9% | Added |
| TrueMark Investments, LLC | 998,125 | $5.06M | 1.62% | +468,696+88.5% | Added |
| Citadel Advisors LLC | 961,271 | $4.87M | 0.00% | +739,506+333.5% | Added |
| LPL Financial LLC | 897,345 | $4.55M | 0.00% | +268,631+42.7% | Added |
| Advisor Group Holdings, Inc. | 528,793 | $2.68M | 0.01% | +144,746+37.7% | Added |
| Geneos Wealth Management Inc. | 527,200 | $2.67M | 0.09% | +23,308+4.6% | Added |
| Morgan Stanley | 495,157 | $2.51M | 0.00% | −409,354−45.3% | Reduced |
| Jane Street Group, LLC | 469,244 | $2.38M | 0.00% | +422,593+905.9% | Added |
| Delphi Financial Group, Inc. | 446,134 | $2.26M | 1.20% | −34,087−7.1% | Reduced |
| Independent Financial Group, LLC | 425,800 | $2.16M | 0.07% | +11,257+2.7% | Added |
| Triumph Capital Management | 299,870 | $1.52M | 0.52% | +35,037+13.2% | Added |
| Commonwealth Equity Services, LLC | 295,403 | $1.50M | 0.00% | −10,324−3.4% | Reduced |
| J.W. Cole Advisors, Inc. | 286,260 | $1.45M | 0.06% | +57,865+25.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 281,739 | $1.43M | 0.02% | +4,669+1.7% | Added |
| Jump Financial, LLC | 257,801 | $1.31M | 0.03% | +241,275+1,460.0% | Added |
| Marex Group plc | 238,071 | $1.21M | 0.02% | +238,071 | New |
| Cambridge Investment Research Advisors, Inc. | 224,609 | $1.14M | 0.00% | +40,840+22.2% | Added |
| Raymond James Financial Inc | 212,776 | $1.08M | 0.00% | +212,776 | New |
| Kestra Advisory Services, LLC | 207,975 | $1.05M | 0.01% | +105,633+103.2% | Added |
| Founders Financial Alliance, LLC | 201,464 | $1.02M | 0.28% | +11,738+6.2% | Added |
| Private Advisor Group, LLC | 190,281 | $964.7K | 0.01% | +36,527+23.8% | Added |
| Samalin Investment Counsel, LLC | 183,518 | $930.4K | 0.40% | +16,181+9.7% | Added |
| Arlington Capital Management, Inc. | 181,199 | $918.7K | 0.64% | +17,658+10.8% | Added |
| Oppenheimer & Co Inc | 158,658 | $804.4K | 0.01% | +39,437+33.1% | Added |
| Aptus Capital Advisors, LLC | 131,374 | $666.1K | 0.01% | +29,250+28.6% | Added |
| Susquehanna International Group, LLP | 124,437 | $630.9K | 0.00% | +124,437 | New |
| Two Sigma Securities, LLC | 110,007 | $557.7K | 0.10% | +92,957+545.2% | Added |
| Maia Wealth LLC | 96,612 | $493.7K | 0.11% | +96,612 | New |
| CastleKnight Management LP | 97,000 | $491.8K | 0.05% | 00.0% | Unchanged |
| Transce3nd, LLC | 84,587 | $428.9K | 0.15% | +84,587 | New |
| Atria Wealth Solutions, Inc. | 84,101 | $427.7K | 0.00% | +19,227+29.6% | Added |
| Cetera Investment Advisers | 80,216 | $406.7K | 0.00% | +1,687+2.1% | Added |
| Squarepoint Ops LLC | 72,740 | $368.8K | 0.00% | −25,898−26.3% | Reduced |
| CFO4Life Group, LLC | 71,910 | $364.6K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 65,858 | $333.9K | 0.01% | −3,449−5.0% | Reduced |
| Sage Capital Advisors,llc | 63,913 | $324.0K | 0.08% | −21,169−24.9% | Reduced |
| Bard Associates Inc | 63,567 | $322.3K | 0.11% | −650−1.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 62,400 | $316.4K | 0.03% | +100+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 59,910 | $304.0K | 0.00% | +3,125+5.5% | Added |
| Apollon Wealth Management, LLC | 57,212 | $290.1K | 0.01% | +57,212 | New |
| Lido Advisors, LLC | 54,428 | $275.9K | 0.00% | −8,233−13.1% | Reduced |
| Prospera Financial Services Inc | 51,269 | $259.9K | 0.01% | +2,526+5.2% | Added |
| M&T Bank Corp | 47,892 | $242.8K | 0.00% | +47,892 | New |
| CoreCap Advisors, LLC | 46,272 | $234.6K | 0.01% | +22,090+91.3% | Added |
| UBS Group AG | 42,631 | $216.1K | 0.00% | −29,742−41.1% | Reduced |
| Partners Wealth Management, LLC | 40,702 | $206.4K | 0.23% | +40,702 | New |
| Silverleafe Capital Partners, LLC | 39,513 | $200.3K | 0.06% | +8,820+28.7% | Added |
| Mariner, LLC | 38,053 | $192.9K | 0.00% | +27,177+249.9% | Added |
| Hohimer Wealth Management, LLC | 35,794 | $181.5K | 0.03% | −36,271−50.3% | Reduced |
| Bank of America Corp | 32,507 | $164.8K | 0.00% | −47−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 32,090 | $162.7K | 0.00% | +32,004+37,214.0% | Added |
| Main Street Financial Solutions, LLC | 31,192 | $158.1K | 0.02% | +31,192 | New |
| Soltis Investment Advisors LLC | 31,156 | $158.0K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 30,980 | $157.1K | 0.00% | +120.0% | Added |
| Capital CS Group, LLC | 30,730 | $155.8K | 0.21% | +30,730 | New |
| Envestnet Asset Management Inc | 30,163 | $152.9K | 0.00% | +8,928+42.0% | Added |
| Summitry LLC | 30,000 | $152.1K | 0.01% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 29,250 | $148.3K | 0.08% | +29,250 | New |
| Janney Montgomery Scott LLC | 29,123 | $148.0K | 0.00% | +29,123 | New |
| D.A. Davidson & Co. | 27,474 | $139.3K | 0.00% | +208+0.8% | Added |
| Sanctuary Advisors, LLC | 27,140 | $138.1K | 0.00% | −6,000−18.1% | Reduced |
| Mutual Advisors, LLC | 26,793 | $138.0K | 0.00% | +26,793 | New |
| Pensionmark Financial Group, LLC | 26,504 | $134.4K | 0.00% | +26,504 | New |
| Cambria Investment Management, L.P. | 24,995 | $126.7K | 0.01% | +24,995 | New |
| Empowered Funds, LLC | 24,995 | $126.7K | 0.00% | +24,995 | New |
| Waddell & Associates, LLC | 24,959 | $126.5K | 0.01% | +1,043+4.4% | Added |
| GWM Advisors LLC | 24,864 | $126.1K | 0.00% | −30,118−54.8% | Reduced |
| Moors & Cabot, Inc. | 24,500 | $124.2K | 0.01% | +1,500+6.5% | Added |
| Essex Financial Services, Inc. | 24,089 | $122.1K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 23,361 | $118.4K | 0.01% | −23,149−49.8% | Reduced |
| HighTower Advisors, LLC | 23,013 | $116.7K | 0.00% | −219−0.9% | Reduced |
| National Asset Management, Inc. | 22,675 | $115.0K | 0.00% | −1,681−6.9% | Reduced |
| Farther Finance Advisors, LLC | 22,369 | $113.4K | 0.00% | +1,799+8.7% | Added |
| Captrust Financial Advisors | 22,074 | $111.9K | 0.00% | +8,446+62.0% | Added |
| Marks Wealth, LLC | 21,563 | $109.3K | 0.05% | +11,528+114.9% | Added |
| Parisi Gray Wealth Management | 20,000 | $101.4K | 0.03% | +20,000 | New |
| Cura Wealth Advisors, LLC | 20,000 | $101.4K | 0.04% | +20,000 | New |
| Avidian Wealth Solutions, LLC | 19,976 | $101.3K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 19,885 | $100.8K | 0.00% | +615+3.2% | Added |
| Evoke Wealth, LLC | 19,687 | $99.8K | 0.00% | +19,687 | New |
| Firethorn Wealth Partners, LLC | 19,640 | $99.6K | 0.05% | +19,640 | New |
| Joule Financial, LLC | 18,773 | $95.2K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,300 | $92.8K | 0.00% | +7,100+63.4% | Added |
| Integrated Wealth Concepts LLC | 18,263 | $92.6K | 0.00% | +18,263 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,139 | $92.0K | 0.01% | +1,127+6.6% | Added |
| Brown Brothers Harriman & Co | 17,846 | $90.5K | 0.00% | +17,846 | New |
| Beacon Financial Advisory LLC | 17,188 | $87.1K | 0.03% | +863+5.3% | Added |
| TT Capital Management LLC | 16,700 | $85.4K | 0.07% | +16,700 | New |
| Kovitz Investment Group Partners, LLC | 16,760 | $85.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16,754 | $84.9K | 0.00% | −17,265−50.8% | Reduced |
| Stratos Wealth Partners, LTD. | 16,156 | $81.9K | 0.00% | +1,074+7.1% | Added |
| EverSource Wealth Advisors, LLC | 16,000 | $81.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,951 | $80.1K | 0.00% | −238−1.6% | Reduced |
| HRT Financial LP | 15,354 | $77.0K | 0.00% | −29,770−66.0% | Reduced |
| Naviter Wealth, LLC | 14,829 | $75.2K | 0.01% | −33,839−69.5% | Reduced |
| Creative Planning | 14,788 | $75.0K | 0.00% | −17,564−54.3% | Reduced |
| Warren Averett Asset Management, LLC | 14,726 | $74.7K | 0.00% | +14,726 | New |
| Freestate Advisors LLC | 14,454 | $73.3K | 0.08% | +726+5.3% | Added |