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 |
|---|---|---|---|---|---|
| Bard Associates Inc | 63,567 | $300.0K | 0.11% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 67,178 | $317.1K | 0.01% | +15,909+31.0% | Added |
| Sage Capital Advisors,llc | 68,663 | $324.1K | 0.08% | +4,750+7.4% | Added |
| CFO4Life Group, LLC | 73,410 | $346.5K | 0.06% | +1,500+2.1% | Added |
| Money Concepts Capital Corp | 75,457 | $356.2K | 0.03% | +75,457 | New |
| Atria Wealth Solutions, Inc. | 83,064 | $393.6K | 0.00% | −1,037−1.2% | Reduced |
| Envestnet Asset Management Inc | 89,025 | $420.2K | 0.00% | +58,862+195.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 92,620 | $437.2K | 0.04% | +30,220+48.4% | Added |
| CastleKnight Management LP | 97,000 | $457.8K | 0.05% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 97,900 | $462.1K | 0.14% | +97,900 | New |
| Cetera Investment Advisers | 111,663 | $527.0K | 0.00% | +31,447+39.2% | Added |
| Citadel Advisors LLC | 116,519 | $550.0K | 0.00% | −844,752−87.9% | Reduced |
| Squarepoint Ops LLC | 122,376 | $577.6K | 0.00% | +49,636+68.2% | Added |
| Aptus Capital Advisors, LLC | 133,973 | $632.4K | 0.01% | +2,599+2.0% | Added |
| RSM US Wealth Management LLC | 145,590 | $687.2K | 0.01% | +135,541+1,348.8% | Added |
| Arlington Capital Management, Inc. | 151,357 | $714.4K | 0.54% | −29,842−16.5% | Reduced |
| Oppenheimer & Co Inc | 187,966 | $887.2K | 0.01% | +29,308+18.5% | Added |
| UBS Group AG | 192,778 | $909.9K | 0.00% | +150,147+352.2% | Added |
| Samalin Investment Counsel, LLC | 198,488 | $936.9K | 0.38% | +14,970+8.2% | Added |
| Raymond James Financial Inc | 216,182 | $1.02M | 0.00% | +3,406+1.6% | Added |
| Founders Financial Alliance, LLC | 229,813 | $1.08M | 0.26% | +28,349+14.1% | Added |
| Transce3nd, LLC | 254,332 | $1.20M | 0.54% | +169,745+200.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 256,656 | $1.21M | 0.00% | +32,047+14.3% | Added |
| Private Advisor Group, LLC | 274,217 | $1.29M | 0.01% | +83,936+44.1% | Added |
| Freestone Capital Holdings, LLC | 277,165 | $1.31M | 0.05% | +277,165 | New |
| Kestra Advisory Services, LLC | 283,021 | $1.34M | 0.01% | +75,046+36.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 290,543 | $1.35M | 0.01% | +8,804+3.1% | Added |
| Commonwealth Equity Services, LLC | 289,376 | $1.37M | 0.00% | −6,027−2.0% | Reduced |
| M&T Bank Corp | 306,884 | $1.45M | 0.01% | +258,992+540.8% | Added |
| Triumph Capital Management | 324,971 | $1.53M | 0.51% | +25,101+8.4% | Added |
| Independent Financial Group, LLC | 427,888 | $2.02M | 0.07% | +2,088+0.5% | Added |
| Geneos Wealth Management Inc. | 536,017 | $2.53M | 0.08% | +8,817+1.7% | Added |
| Delphi Financial Group, Inc. | 596,687 | $2.82M | 1.70% | +150,553+33.7% | Added |
| Advisor Group Holdings, Inc. | 614,176 | $2.90M | 0.01% | +85,383+16.1% | Added |
| J.W. Cole Advisors, Inc. | 659,970 | $3.12M | 0.10% | +373,710+130.5% | Added |
| Morgan Stanley | 971,364 | $4.58M | 0.00% | +476,207+96.2% | Added |
| Coastal Investment Advisors, Inc. | 1,250,737 | $5.90M | 2.69% | +220,505+21.4% | Added |
| LPL Financial LLC | 1,264,958 | $5.97M | 0.00% | +367,613+41.0% | Added |
| Wedbush Securities Inc | 1,364,214 | $6.44M | 0.24% | +172,386+14.5% | Added |
| Border to Coast Pensions Partnership Ltd | 2,200,000 | $10.4M | 0.21% | +350,000+18.9% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −998,125−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −469,244−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −257,801−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −124,437−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −110,007−100.0% | Sold out |
| Maia Wealth LLC | 0 | $0 | 0.00% | −96,612−100.0% | Sold out |
| Silverleafe Capital Partners, LLC | 0 | $0 | 0.00% | −39,513−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −32,090−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −31,192−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −31,156−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −29,123−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −24,995−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −24,995−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −17,846−100.0% | Sold out |
| TT Capital Management LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −16,156−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,354−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −13,855−100.0% | Sold out |
| Basepoint Wealth LLC | 0 | $0 | 0.00% | −13,691−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −12,304−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −11,682−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −11,529−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,013−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Lewis Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −3,839−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |