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, Q1 2025
Institutional positions in Oxford Lane Capital Corp. as of Mar 31, 2025. 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
- 140
- −8 vs. Q4 2024
- Shares held
- 17.0M
- +864.5K (+5.3%) vs. Q4 2024
- Total value
- $80.4M
- −$1.64M (−2.0%) vs. Q4 2024
- New holders
- 25
- 75 more added
- Sold out
- 33
- 19 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Border to Coast Pensions Partnership Ltd | 2,200,000 | $10.4M | 0.21% | +350,000+18.9% | Added |
| Wedbush Securities Inc | 1,364,214 | $6.44M | 0.24% | +172,386+14.5% | Added |
| LPL Financial LLC | 1,264,958 | $5.97M | 0.00% | +367,613+41.0% | Added |
| Coastal Investment Advisors, Inc. | 1,250,737 | $5.90M | 2.69% | +220,505+21.4% | Added |
| Morgan Stanley | 971,364 | $4.58M | 0.00% | +476,207+96.2% | Added |
| J.W. Cole Advisors, Inc. | 659,970 | $3.12M | 0.10% | +373,710+130.5% | Added |
| Advisor Group Holdings, Inc. | 614,176 | $2.90M | 0.01% | +85,383+16.1% | Added |
| Delphi Financial Group, Inc. | 596,687 | $2.82M | 1.70% | +150,553+33.7% | Added |
| Geneos Wealth Management Inc. | 536,017 | $2.53M | 0.08% | +8,817+1.7% | Added |
| Independent Financial Group, LLC | 427,888 | $2.02M | 0.07% | +2,088+0.5% | Added |
| Triumph Capital Management | 324,971 | $1.53M | 0.51% | +25,101+8.4% | Added |
| M&T Bank Corp | 306,884 | $1.45M | 0.01% | +258,992+540.8% | Added |
| Commonwealth Equity Services, LLC | 289,376 | $1.37M | 0.00% | −6,027−2.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 290,543 | $1.35M | 0.01% | +8,804+3.1% | Added |
| Kestra Advisory Services, LLC | 283,021 | $1.34M | 0.01% | +75,046+36.1% | Added |
| Freestone Capital Holdings, LLC | 277,165 | $1.31M | 0.05% | +277,165 | New |
| Private Advisor Group, LLC | 274,217 | $1.29M | 0.01% | +83,936+44.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 256,656 | $1.21M | 0.00% | +32,047+14.3% | Added |
| Transce3nd, LLC | 254,332 | $1.20M | 0.54% | +169,745+200.7% | Added |
| Founders Financial Alliance, LLC | 229,813 | $1.08M | 0.26% | +28,349+14.1% | Added |
| Raymond James Financial Inc | 216,182 | $1.02M | 0.00% | +3,406+1.6% | Added |
| Samalin Investment Counsel, LLC | 198,488 | $936.9K | 0.38% | +14,970+8.2% | Added |
| UBS Group AG | 192,778 | $909.9K | 0.00% | +150,147+352.2% | Added |
| Oppenheimer & Co Inc | 187,966 | $887.2K | 0.01% | +29,308+18.5% | Added |
| Arlington Capital Management, Inc. | 151,357 | $714.4K | 0.54% | −29,842−16.5% | Reduced |
| RSM US Wealth Management LLC | 145,590 | $687.2K | 0.01% | +135,541+1,348.8% | Added |
| Aptus Capital Advisors, LLC | 133,973 | $632.4K | 0.01% | +2,599+2.0% | Added |
| Squarepoint Ops LLC | 122,376 | $577.6K | 0.00% | +49,636+68.2% | Added |
| Citadel Advisors LLC | 116,519 | $550.0K | 0.00% | −844,752−87.9% | Reduced |
| Cetera Investment Advisers | 111,663 | $527.0K | 0.00% | +31,447+39.2% | Added |
| Buska Wealth Management, LLC | 97,900 | $462.1K | 0.14% | +97,900 | New |
| CastleKnight Management LP | 97,000 | $457.8K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 92,620 | $437.2K | 0.04% | +30,220+48.4% | Added |
| Envestnet Asset Management Inc | 89,025 | $420.2K | 0.00% | +58,862+195.1% | Added |
| Atria Wealth Solutions, Inc. | 83,064 | $393.6K | 0.00% | −1,037−1.2% | Reduced |
| Money Concepts Capital Corp | 75,457 | $356.2K | 0.03% | +75,457 | New |
| CFO4Life Group, LLC | 73,410 | $346.5K | 0.06% | +1,500+2.1% | Added |
| Sage Capital Advisors,llc | 68,663 | $324.1K | 0.08% | +4,750+7.4% | Added |
| Prospera Financial Services Inc | 67,178 | $317.1K | 0.01% | +15,909+31.0% | Added |
| Bard Associates Inc | 63,567 | $300.0K | 0.11% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 62,164 | $293.0K | 0.00% | +2,254+3.8% | Added |
| Sigma Planning Corp | 57,495 | $271.4K | 0.01% | −8,363−12.7% | Reduced |
| Apollon Wealth Management, LLC | 57,212 | $270.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 51,429 | $242.7K | 0.00% | −2,999−5.5% | Reduced |
| Partners Wealth Management, LLC | 46,702 | $220.4K | 0.25% | +6,000+14.7% | Added |
| Capital CS Group, LLC | 42,802 | $202.0K | 0.34% | +12,072+39.3% | Added |
| Federation des caisses Desjardins du Quebec | 40,400 | $190.7K | 0.00% | +40,400 | New |
| Fermata Advisors, LLC | 40,383 | $190.6K | 0.03% | +40,383 | New |
| Summitry LLC | 40,000 | $188.8K | 0.01% | +10,000+33.3% | Added |
| Cura Wealth Advisors, LLC | 40,000 | $188.8K | 0.08% | +20,000+100.0% | Added |
| D.A. Davidson & Co. | 36,142 | $170.6K | 0.00% | +8,668+31.5% | Added |
| Engineers Gate Manager LP | 34,826 | $164.4K | 0.00% | +34,826 | New |
| Bank of America Corp | 34,513 | $162.9K | 0.00% | +2,006+6.2% | Added |
| L.M. Kohn & Company | 32,720 | $154.4K | 0.04% | +32,720 | New |
| HighTower Advisors, LLC | 32,585 | $153.8K | 0.00% | +9,572+41.6% | Added |
| Parisi Gray Wealth Management | 32,000 | $151.0K | 0.05% | +12,000+60.0% | Added |
| Financial Guidance Group, Inc. | 31,849 | $150.3K | 0.08% | +2,599+8.9% | Added |
| Marks Wealth, LLC | 31,737 | $149.8K | 0.05% | +10,174+47.2% | Added |
| CoreCap Advisors, LLC | 31,632 | $149.3K | 0.01% | −14,640−31.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 31,599 | $149.1K | 0.00% | +619+2.0% | Added |
| Kestra Private Wealth Services, LLC | 31,400 | $148.2K | 0.00% | +13,100+71.6% | Added |
| Integrated Wealth Concepts LLC | 31,136 | $147.0K | 0.00% | +12,873+70.5% | Added |
| Moors & Cabot, Inc. | 30,350 | $143.3K | 0.01% | +5,850+23.9% | Added |
| EP Wealth Advisors, LLC | 30,243 | $142.7K | 0.00% | +30,243 | New |
| Hohimer Wealth Management, LLC | 29,456 | $139.0K | 0.03% | −6,338−17.7% | Reduced |
| GWM Advisors LLC | 29,326 | $138.4K | 0.00% | +4,462+17.9% | Added |
| Essex Financial Services, Inc. | 29,089 | $137.3K | 0.01% | +5,000+20.8% | Added |
| Mutual Advisors, LLC | 29,014 | $132.6K | 0.00% | +2,221+8.3% | Added |
| We Are One Seven, LLC | 27,450 | $129.6K | 0.01% | +27,450 | New |
| Sanctuary Advisors, LLC | 27,090 | $127.9K | 0.00% | −50−0.2% | Reduced |
| Joule Financial, LLC | 26,794 | $126.5K | 0.04% | +8,021+42.7% | Added |
| Pensionmark Financial Group, LLC | 26,500 | $125.1K | 0.00% | −40.0% | Reduced |
| Waddell & Associates, LLC | 26,114 | $123.3K | 0.01% | +1,155+4.6% | Added |
| Wells Fargo & Company | 25,075 | $118.4K | 0.00% | +25,072+835,733.3% | Added |
| DRW Securities, LLC | 23,722 | $112.0K | 0.01% | +23,722 | New |
| Vident Advisory, LLC | 23,506 | $110.9K | 0.00% | +23,506 | New |
| Calton & Associates, Inc. | 22,529 | $106.3K | 0.02% | +22,529 | New |
| National Asset Management, Inc. | 22,125 | $104.4K | 0.00% | −550−2.4% | Reduced |
| Belpointe Asset Management LLC | 21,521 | $101.6K | 0.01% | +6,570+43.9% | Added |
| Millennium Management LLC | 21,327 | $100.7K | 0.00% | +21,327 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,184 | $98.5K | 0.02% | +3,045+16.8% | Added |
| Firethorn Wealth Partners, LLC | 20,733 | $97.9K | 0.05% | +1,093+5.6% | Added |
| Farther Finance Advisors, LLC | 20,332 | $97.8K | 0.00% | −2,037−9.1% | Reduced |
| Mariner, LLC | 20,501 | $96.8K | 0.00% | −17,552−46.1% | Reduced |
| Avidian Wealth Solutions, LLC | 19,976 | $94.3K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 19,687 | $92.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 19,001 | $89.7K | 0.00% | +16,716+731.6% | Added |
| RPG Investment Advisory, LLC | 19,000 | $89.7K | 0.01% | +19,000 | New |
| Beacon Financial Advisory LLC | 17,529 | $82.7K | 0.03% | +341+2.0% | Added |
| Mercer Global Advisors Inc | 17,042 | $80.4K | 0.00% | +288+1.7% | Added |
| Kovitz Investment Group Partners, LLC | 16,876 | $79.7K | 0.00% | +116+0.7% | Added |
| PFG Investments, LLC | 16,549 | $78.1K | 0.01% | −6,812−29.2% | Reduced |
| EverSource Wealth Advisors, LLC | 16,000 | $75.5K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,938 | $75.2K | 0.00% | +15,938 | New |
| Creative Planning | 15,804 | $74.6K | 0.00% | +1,016+6.9% | Added |
| Merkkuri Wealth Advisors LLC | 15,466 | $73.0K | 0.06% | +3,278+26.9% | Added |
| Freestate Advisors LLC | 15,268 | $72.1K | 0.07% | +814+5.6% | Added |
| Naviter Wealth, LLC | 14,829 | $70.3K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,762 | $69.7K | 0.00% | +36+0.2% | Added |
| Arkadios Wealth Advisors | 14,053 | $66.3K | 0.00% | +969+7.4% | Added |