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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.

Other share classesOXLCGOXLCIOXLCLOXLCMOXLCNOXLCOOXLCZ

13F holders, Q2 2025

Institutional positions in Oxford Lane Capital Corp. as of Jun 30, 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
148
+11 vs. Q1 2025
Shares held
21.5M
+4.52M (+26.7%) vs. Q1 2025
Total value
$90.1M
+$10.2M (+12.7%) vs. Q1 2025
New holders
32
61 more added
Sold out
21
31 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 148 institutions
Q1 2021: 47 institutionsQ2 2021: 54 institutionsQ3 2021: 58 institutionsQ4 2021: 62 institutionsQ1 2022: 76 institutionsQ2 2022: 76 institutionsQ3 2022: 74 institutionsQ4 2022: 84 institutionsQ1 2023: 83 institutionsQ2 2023: 89 institutionsQ3 2023: 91 institutionsQ4 2023: 92 institutionsQ1 2024: 98 institutionsQ2 2024: 102 institutionsQ3 2024: 123 institutionsQ4 2024: 150 institutionsQ1 2025: 140 institutionsQ2 2025: 148 institutionsQ3 2025: 94 institutionsQ4 2025: 112 institutionsQ1 2026: 87 institutionsQ2 2026: 94 institutions
Value heldQ2 2025: $90.1M
Q1 2021: $36.7MQ2 2021: $34.1MQ3 2021: $54.9MQ4 2021: $65.5MQ1 2022: $57.2MQ2 2022: $41.0MQ3 2022: $38.3MQ4 2022: $55.0MQ1 2023: $55.8MQ2 2023: $52.0MQ3 2023: $53.7MQ4 2023: $54.9MQ1 2024: $62.3MQ2 2024: $70.6MQ3 2024: $69.5MQ4 2024: $82.0MQ1 2025: $80.4MQ2 2025: $90.1MQ3 2025: $117.3MQ4 2025: $147.1MQ1 2026: $171.0MQ2 2026: $154.6M
Institutions holding OXLC and their total value by quarter
QuarterHoldersValue
Q2 202694$154.6M
Q1 202687$171.0M
Q4 2025112$147.1M
Q3 202594$117.3M
Q2 2025148$90.1M
Q1 2025140$80.4M
Q4 2024150$82.0M
Q3 2024123$69.5M
Q2 2024102$70.6M
Q1 202498$62.3M
Q4 202392$54.9M
Q3 202391$53.7M
Q2 202389$52.0M
Q1 202383$55.8M
Q4 202284$55.0M
Q3 202274$38.3M
Q2 202276$41.0M
Q1 202276$57.2M
Q4 202162$65.5M
Q3 202158$54.9M
Q2 202154$34.1M
Q1 202147$36.7M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q1 2025.

Institutions holding OXLC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Border to Coast Pensions Partnership Ltd2,200,000$9.24M0.17%00.0%Unchanged
Morgan Stanley1,954,687$8.21M0.00%+983,323+101.2%Added
Citadel Advisors LLC1,655,394$6.95M0.01%+1,538,875+1,320.7%Added
Wedbush Securities Inc1,516,297$6.37M0.22%+152,083+11.1%Added
Coastal Investment Advisors, Inc.1,243,900$5.22M2.06%−6,837−0.5%Reduced
LPL Financial LLC917,424$3.85M0.00%−347,534−27.5%Reduced
J.W. Cole Advisors, Inc.682,335$2.87M0.06%+22,365+3.4%Added
Jane Street Group, LLC594,696$2.50M0.00%+594,696New
Advisor Group Holdings, Inc.587,450$2.47M0.00%−26,726−4.4%Reduced
Geneos Wealth Management Inc.579,347$2.43M0.06%+43,330+8.1%Added
Delphi Financial Group, Inc.560,153$2.35M1.66%−36,534−6.1%Reduced
Virtu Financial LLC454,325$1.91M0.10%+454,325New
Independent Financial Group, LLC445,323$1.87M0.05%+17,435+4.1%Added
Triumph Capital Management441,779$1.86M0.56%+116,808+35.9%Added
Transce3nd, LLC415,326$1.74M0.74%+160,994+63.3%Added
Freestone Capital Holdings, LLC355,605$1.49M0.05%+78,440+28.3%Added
Kestra Advisory Services, LLC347,344$1.46M0.01%+64,323+22.7%Added
M&T Bank Corp306,884$1.29M0.00%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC305,307$1.28M0.01%+14,764+5.1%Added
Private Advisor Group, LLC276,514$1.16M0.01%+2,297+0.8%Added
Oppenheimer & Co Inc260,956$1.10M0.01%+72,990+38.8%Added
Cambridge Investment Research Advisors, Inc.230,071$966.0K0.00%−26,585−10.4%Reduced
Founders Financial Alliance, LLC225,578$947.4K0.22%−4,235−1.8%Reduced
Raymond James Financial Inc216,966$911.3K0.00%+784+0.4%Added
Samalin Investment Counsel, LLC195,696$821.9K0.32%−2,792−1.4%Reduced
Arlington Capital Management, Inc.183,979$772.7K0.67%+32,622+21.6%Added
Jump Financial, LLC165,964$697.0K0.01%+165,964New
Wesbanco Bank Inc147,409$619.1K0.02%+137,200+1,343.9%Added
RSM US Wealth Management LLC146,408$614.9K0.01%+818+0.6%Added
Squarepoint Ops LLC137,834$578.9K0.00%+15,458+12.6%Added
Buska Wealth Management, LLC136,450$573.1K0.16%+38,550+39.4%Added
Aptus Capital Advisors, LLC136,048$571.4K0.01%+2,075+1.5%Added
Cetera Investment Advisers132,074$554.7K0.00%+20,411+18.3%Added
Commonwealth Equity Services, LLC128,318$539.0K0.00%−161,058−55.7%Reduced
CastleKnight Management LP97,000$407.4K0.03%00.0%Unchanged
Allworth Financial LP95,209$399.9K0.00%+92,674+3,655.8%Added
Apollon Wealth Management, LLC93,118$391.1K0.01%+35,906+62.8%Added
Cura Wealth Advisors, LLC91,238$383.2K0.18%+51,238+128.1%Added
Eight 31 Financial LLC90,163$378.7K0.25%+90,163New
Envestnet Asset Management Inc86,712$355.8K0.00%−2,313−2.6%Reduced
Prospera Financial Services Inc77,881$327.1K0.01%+10,703+15.9%Added
CFO4Life Group, LLC73,410$308.3K0.05%00.0%Unchanged
Susquehanna International Group, LLP70,351$295.5K0.00%+70,351New
National Bank of Canada69,423$290.2K0.00%+69,423New
Sage Capital Advisors,llc65,940$276.9K0.07%−2,723−4.0%Reduced
GatePass Capital, LLC62,900$264.2K0.18%+62,900New
Money Concepts Capital Corp62,665$263.2K0.02%−12,792−17.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S62,164$261.0K0.00%00.0%Unchanged
D.A. Davidson & Co.57,696$242.3K0.00%+21,554+59.6%Added
UBS Group AG57,007$239.4K0.00%−135,771−70.4%Reduced
Cary Street Partners Financial LLC56,455$237.1K0.01%+56,455New
Partners Wealth Management, LLC46,702$224.6K0.26%00.0%Unchanged
Lido Advisors, LLC51,433$216.0K0.00%+40.0%Added
TT Capital Management LLC47,050$197.6K0.16%+47,050New
Capital CS Group, LLC45,587$191.5K0.31%+2,785+6.5%Added
Wells Fargo & Company45,557$191.3K0.00%+20,482+81.7%Added
We Are One Seven, LLC44,889$188.5K0.01%+17,439+63.5%Added
Tower Research Capital LLC (TRC)44,552$187.1K0.01%+44,552New
Fermata Advisors, LLC43,295$181.8K0.05%+2,912+7.2%Added
Mariner, LLC42,057$176.6K0.00%+21,556+105.1%Added
Kestra Private Wealth Services, LLC41,977$176.3K0.00%+10,577+33.7%Added
CoreCap Advisors, LLC40,485$170.0K0.01%+8,853+28.0%Added
Marks Wealth, LLC40,012$168.1K0.05%+8,275+26.1%Added
Summitry LLC40,000$168.0K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec39,400$164.7K0.00%−1,000−2.5%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors36,904$155.0K0.02%+15,720+74.2%Added
HighTower Advisors, LLC35,249$148.0K0.00%+2,664+8.2%Added
Essex Financial Services, Inc.34,089$143.2K0.01%+5,000+17.2%Added
Financial Guidance Group, Inc.33,924$142.5K0.07%+2,075+6.5%Added
L.M. Kohn & Company32,700$137.3K0.04%−20−0.1%Reduced
Parisi Gray Wealth Management32,000$134.4K0.04%00.0%Unchanged
International Assets Investment Management, LLC36,900$133.6K0.01%+36,900New
Moors & Cabot, Inc.30,500$128.1K0.01%+150+0.5%Added
Integrated Wealth Concepts LLC30,000$126.0K0.00%−1,136−3.6%Reduced
Prime Capital Investment Advisors, LLC29,139$122.4K0.00%−2,460−7.8%Reduced
Waddell & Associates, LLC27,474$115.4K0.01%+1,360+5.2%Added
Two Sigma Securities, LLC27,313$114.7K0.01%+27,313New
Joule Financial, LLC26,794$112.5K0.04%00.0%Unchanged
Sanctuary Advisors, LLC26,790$112.5K0.00%−300−1.1%Reduced
Keybank National Association25,500$107.1K0.00%+25,500New
Pensionmark Financial Group, LLC24,500$102.9K0.00%−2,000−7.5%Reduced
McIlrath & Eck, LLC23,464$98.5K0.01%+12,804+120.1%Added
Belpointe Asset Management LLC22,861$96.0K0.00%+1,340+6.2%Added
National Asset Management, Inc.22,725$95.4K0.00%+600+2.7%Added
Stifel Financial Corp22,118$92.9K0.00%+10,500+90.4%Added
Firethorn Wealth Partners, LLC22,020$92.5K0.04%+1,287+6.2%Added
MAI Capital Management20,240$85.0K0.00%+1,239+6.5%Added
EverSource Wealth Advisors, LLC20,000$84.0K0.00%+4,000+25.0%Added
K2 Principal Fund, L.P.20,000$84.0K0.02%+10,000+100.0%Added
Abel Hall, LLC20,000$84.0K0.04%+20,000New
Avidian Wealth Solutions, LLC19,976$83.9K0.00%00.0%Unchanged
Evoke Wealth, LLC19,687$82.7K0.00%00.0%Unchanged
Beacon Financial Advisory LLC19,392$81.4K0.02%+1,863+10.6%Added
Calton & Associates, Inc.17,606$73.9K0.01%−4,923−21.9%Reduced
Merit Financial Group, LLC17,047$71.6K0.00%+17,047New
Kovitz Investment Group Partners, LLC16,761$70.4K0.00%−115−0.7%Reduced
XTX Topco Ltd16,518$69.4K0.00%+16,518New
Freestate Advisors LLC16,264$68.3K0.06%+996+6.5%Added
GWM Advisors LLC15,843$66.5K0.00%−13,483−46.0%Reduced
Brookstone Capital Management15,560$65.4K0.00%+4,358+38.9%Added