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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7 | $31 | 0.00% | −1,984−99.6% | Reduced |
| Danske Bank A/S | 12 | $57 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 223 | $1.05K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 598 | $3.00K | 0.00% | +27+4.7% | Added |
| Continuum Advisory, LLC | 731 | $3.45K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 943 | $4.45K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 955 | $4.51K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,000 | $4.72K | 0.00% | +1,000 | New |
| Spectrum Wealth Counsel, LLC | 1,135 | $5.36K | 0.00% | +385+51.3% | Added |
| Assetmark, Inc | 1,216 | $5.74K | 0.00% | +1,216 | New |
| Sunbelt Securities, Inc. | 1,322 | $6.24K | 0.00% | +71+5.7% | Added |
| Allworth Financial LP | 2,535 | $11.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,219 | $15.2K | 0.00% | +3,219 | New |
| Cheviot Value Management, LLC | 4,000 | $18.7K | 0.00% | +4,000 | New |
| CIBC Private Wealth Group, LLC | 6,101 | $26.5K | 0.00% | +10.0% | Added |
| SWAN Capital LLC | 5,878 | $27.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,300 | $29.7K | 0.00% | +3,243+106.1% | Added |
| Aventura Private Wealth, LLC | 7,000 | $33.0K | 0.02% | +2,000+40.0% | Added |
| Nova Wealth Management, Inc. | 8,110 | $38.3K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10,000 | $47.2K | 0.00% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 10,000 | $47.2K | 0.01% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 10,000 | $47.2K | 0.01% | +10,000 | New |
| Quilter Plc | 10,000 | $47.2K | 0.00% | +10,000 | New |
| Insigneo Advisory Services, LLC | 10,000 | $47.2K | 0.00% | +10,000 | New |
| Cornell Pochily Investment Advisors, Inc. | 10,064 | $47.5K | 0.02% | +10,064 | New |
| Walkner Condon Financial Advisors LLC | 10,099 | $47.7K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 10,209 | $48.2K | 0.00% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 10,639 | $50.2K | 0.01% | +106+1.0% | Added |
| McIlrath & Eck, LLC | 10,660 | $50.3K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 11,202 | $52.9K | 0.00% | +11,202 | New |
| Marex Group plc | 11,310 | $53.4K | 0.00% | −226,761−95.2% | Reduced |
| Captrust Financial Advisors | 11,375 | $53.7K | 0.00% | −10,699−48.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,442 | $54.0K | 0.01% | +3,200+38.8% | Added |
| Stifel Financial Corp | 11,618 | $54.8K | 0.00% | +950+8.9% | Added |
| Valtinson Bruner Financial Planning LLC | 11,733 | $55.4K | 0.02% | +11,733 | New |
| Precision Wealth Strategies, LLC | 12,000 | $56.6K | 0.04% | +2,000+20.0% | Added |
| Foundations Investment Advisors, LLC | 12,156 | $57.4K | 0.00% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 12,483 | $58.9K | 0.01% | −1,093−8.1% | Reduced |
| One Capital Management, LLC | 13,010 | $61.4K | 0.00% | −6,875−34.6% | Reduced |
| MML Investors Services, LLC | 13,047 | $62.0K | 0.00% | +1,067+8.9% | Added |
| Arkadios Wealth Advisors | 14,053 | $66.3K | 0.00% | +969+7.4% | Added |
| Warren Averett Asset Management, LLC | 14,762 | $69.7K | 0.00% | +36+0.2% | Added |
| Naviter Wealth, LLC | 14,829 | $70.3K | 0.01% | 00.0% | Unchanged |
| Freestate Advisors LLC | 15,268 | $72.1K | 0.07% | +814+5.6% | Added |
| Merkkuri Wealth Advisors LLC | 15,466 | $73.0K | 0.06% | +3,278+26.9% | Added |
| Creative Planning | 15,804 | $74.6K | 0.00% | +1,016+6.9% | Added |
| United Capital Financial Advisers, LLC | 15,938 | $75.2K | 0.00% | +15,938 | New |
| EverSource Wealth Advisors, LLC | 16,000 | $75.5K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 16,549 | $78.1K | 0.01% | −6,812−29.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,876 | $79.7K | 0.00% | +116+0.7% | Added |
| Mercer Global Advisors Inc | 17,042 | $80.4K | 0.00% | +288+1.7% | Added |
| Beacon Financial Advisory LLC | 17,529 | $82.7K | 0.03% | +341+2.0% | Added |
| RPG Investment Advisory, LLC | 19,000 | $89.7K | 0.01% | +19,000 | New |
| MAI Capital Management | 19,001 | $89.7K | 0.00% | +16,716+731.6% | Added |
| Evoke Wealth, LLC | 19,687 | $92.9K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 19,976 | $94.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 20,501 | $96.8K | 0.00% | −17,552−46.1% | Reduced |
| Farther Finance Advisors, LLC | 20,332 | $97.8K | 0.00% | −2,037−9.1% | Reduced |
| Firethorn Wealth Partners, LLC | 20,733 | $97.9K | 0.05% | +1,093+5.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,184 | $98.5K | 0.02% | +3,045+16.8% | Added |
| Millennium Management LLC | 21,327 | $100.7K | 0.00% | +21,327 | New |
| Belpointe Asset Management LLC | 21,521 | $101.6K | 0.01% | +6,570+43.9% | Added |
| National Asset Management, Inc. | 22,125 | $104.4K | 0.00% | −550−2.4% | Reduced |
| Calton & Associates, Inc. | 22,529 | $106.3K | 0.02% | +22,529 | New |
| Vident Advisory, LLC | 23,506 | $110.9K | 0.00% | +23,506 | New |
| DRW Securities, LLC | 23,722 | $112.0K | 0.01% | +23,722 | New |
| Wells Fargo & Company | 25,075 | $118.4K | 0.00% | +25,072+835,733.3% | Added |
| Waddell & Associates, LLC | 26,114 | $123.3K | 0.01% | +1,155+4.6% | Added |
| Pensionmark Financial Group, LLC | 26,500 | $125.1K | 0.00% | −40.0% | Reduced |
| Joule Financial, LLC | 26,794 | $126.5K | 0.04% | +8,021+42.7% | Added |
| Sanctuary Advisors, LLC | 27,090 | $127.9K | 0.00% | −50−0.2% | Reduced |
| We Are One Seven, LLC | 27,450 | $129.6K | 0.01% | +27,450 | New |
| Mutual Advisors, LLC | 29,014 | $132.6K | 0.00% | +2,221+8.3% | Added |
| Essex Financial Services, Inc. | 29,089 | $137.3K | 0.01% | +5,000+20.8% | Added |
| GWM Advisors LLC | 29,326 | $138.4K | 0.00% | +4,462+17.9% | Added |
| Hohimer Wealth Management, LLC | 29,456 | $139.0K | 0.03% | −6,338−17.7% | Reduced |
| EP Wealth Advisors, LLC | 30,243 | $142.7K | 0.00% | +30,243 | New |
| Moors & Cabot, Inc. | 30,350 | $143.3K | 0.01% | +5,850+23.9% | Added |
| Integrated Wealth Concepts LLC | 31,136 | $147.0K | 0.00% | +12,873+70.5% | Added |
| Kestra Private Wealth Services, LLC | 31,400 | $148.2K | 0.00% | +13,100+71.6% | Added |
| Prime Capital Investment Advisors, LLC | 31,599 | $149.1K | 0.00% | +619+2.0% | Added |
| CoreCap Advisors, LLC | 31,632 | $149.3K | 0.01% | −14,640−31.6% | Reduced |
| Marks Wealth, LLC | 31,737 | $149.8K | 0.05% | +10,174+47.2% | Added |
| Financial Guidance Group, Inc. | 31,849 | $150.3K | 0.08% | +2,599+8.9% | Added |
| Parisi Gray Wealth Management | 32,000 | $151.0K | 0.05% | +12,000+60.0% | Added |
| HighTower Advisors, LLC | 32,585 | $153.8K | 0.00% | +9,572+41.6% | Added |
| L.M. Kohn & Company | 32,720 | $154.4K | 0.04% | +32,720 | New |
| Bank of America Corp | 34,513 | $162.9K | 0.00% | +2,006+6.2% | Added |
| Engineers Gate Manager LP | 34,826 | $164.4K | 0.00% | +34,826 | New |
| D.A. Davidson & Co. | 36,142 | $170.6K | 0.00% | +8,668+31.5% | Added |
| 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 |
| Fermata Advisors, LLC | 40,383 | $190.6K | 0.03% | +40,383 | New |
| Federation des caisses Desjardins du Quebec | 40,400 | $190.7K | 0.00% | +40,400 | New |
| Capital CS Group, LLC | 42,802 | $202.0K | 0.34% | +12,072+39.3% | Added |
| Partners Wealth Management, LLC | 46,702 | $220.4K | 0.25% | +6,000+14.7% | Added |
| Lido Advisors, LLC | 51,429 | $242.7K | 0.00% | −2,999−5.5% | Reduced |
| Apollon Wealth Management, LLC | 57,212 | $270.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 57,495 | $271.4K | 0.01% | −8,363−12.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 62,164 | $293.0K | 0.00% | +2,254+3.8% | Added |