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, 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 5 | $21 | 0.00% | −7−58.3% | Reduced |
| BlackRock, Inc. | 7 | $28 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 223 | $937 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 349 | $1.00K | 0.00% | −249−41.6% | Reduced |
| Legacy Investment Solutions, LLC | 556 | $2.34K | 0.00% | +556 | New |
| Legacy Wealth Managment, LLC | 556 | $2.34K | 0.00% | +556 | New |
| Glen Eagle Advisors, LLC | 943 | $3.96K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 955 | $4.01K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,000 | $4.20K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,397 | $5.87K | 0.00% | +1,397 | New |
| Sunbelt Securities, Inc. | 1,251 | $6.34K | 0.00% | −71−5.4% | Reduced |
| Cantor Fitzgerald, L. P. | 3,908 | $16.4K | 0.00% | +3,908 | New |
| Royal Bank of Canada | 4,268 | $18.0K | 0.00% | +4,268 | New |
| Red Tortoise LLC | 5,195 | $21.8K | 0.01% | +5,195 | New |
| SWAN Capital LLC | 5,878 | $24.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6,198 | $26.0K | 0.00% | +2,979+92.5% | Added |
| Ameritas Advisory Services, LLC | 6,736 | $28.3K | 0.00% | +6,736 | New |
| Cary Street Partner Investment Advisory LLC | 7,500 | $31.5K | 0.02% | +7,500 | New |
| Aventura Private Wealth, LLC | 8,000 | $33.6K | 0.01% | +1,000+14.3% | Added |
| Farther Finance Advisors, LLC | 9,733 | $40.9K | 0.00% | −10,599−52.1% | Reduced |
| Quilter Plc | 10,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 10,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 10,064 | $42.3K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,099 | $42.4K | 0.00% | −1,276−11.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 10,099 | $42.4K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,634 | $44.7K | 0.00% | +10,634 | New |
| US Bancorp | 10,685 | $44.9K | 0.00% | +4,385+69.6% | Added |
| Buckingham Strategic Partners | 11,250 | $47.3K | 0.00% | +11,250 | New |
| GPS Wealth Strategies Group, LLC | 11,442 | $48.1K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 12,000 | $50.4K | 0.02% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 12,200 | $51.2K | 0.03% | +12,200 | New |
| National Wealth Management Group, LLC | 12,514 | $52.6K | 0.03% | +12,514 | New |
| Valtinson Bruner Financial Planning LLC | 12,622 | $53.0K | 0.02% | +889+7.6% | Added |
| Fingerlakes Wealth Management, Inc. | 12,874 | $54.1K | 0.04% | +12,874 | New |
| MML Investors Services, LLC | 13,071 | $55.0K | 0.00% | +24+0.2% | Added |
| Foundations Investment Advisors, LLC | 13,156 | $55.3K | 0.00% | +1,000+8.2% | Added |
| Creative Planning | 13,687 | $57.5K | 0.00% | −2,117−13.4% | Reduced |
| PFG Investments, LLC | 13,827 | $58.1K | 0.00% | −2,722−16.4% | Reduced |
| Bank of America Corp | 14,063 | $59.1K | 0.00% | −20,450−59.3% | Reduced |
| Basepoint Wealth LLC | 14,546 | $61.1K | 0.05% | +14,546 | New |
| Warren Averett Asset Management, LLC | 14,765 | $62.0K | 0.00% | +30.0% | Added |
| Arkadios Wealth Advisors | 14,924 | $62.7K | 0.00% | +871+6.2% | Added |
| Mutual Advisors, LLC | 17,621 | $63.8K | 0.00% | −11,393−39.3% | Reduced |
| Semmax Financial Advisors Inc. | 19,336 | $64.2K | 0.02% | +19,336 | New |
| Merkkuri Wealth Advisors LLC | 15,323 | $64.4K | 0.05% | −143−0.9% | Reduced |
| Tradewinds, LLC. | 15,323 | $64.4K | 0.05% | +15,323 | New |
| One Capital Management, LLC | 15,360 | $64.5K | 0.00% | +2,350+18.1% | Added |
| Brookstone Capital Management | 15,560 | $65.4K | 0.00% | +4,358+38.9% | Added |
| GWM Advisors LLC | 15,843 | $66.5K | 0.00% | −13,483−46.0% | Reduced |
| Freestate Advisors LLC | 16,264 | $68.3K | 0.06% | +996+6.5% | Added |
| XTX Topco Ltd | 16,518 | $69.4K | 0.00% | +16,518 | New |
| Kovitz Investment Group Partners, LLC | 16,761 | $70.4K | 0.00% | −115−0.7% | Reduced |
| Merit Financial Group, LLC | 17,047 | $71.6K | 0.00% | +17,047 | New |
| Calton & Associates, Inc. | 17,606 | $73.9K | 0.01% | −4,923−21.9% | Reduced |
| Beacon Financial Advisory LLC | 19,392 | $81.4K | 0.02% | +1,863+10.6% | Added |
| Evoke Wealth, LLC | 19,687 | $82.7K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 19,976 | $83.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20,000 | $84.0K | 0.00% | +4,000+25.0% | Added |
| K2 Principal Fund, L.P. | 20,000 | $84.0K | 0.02% | +10,000+100.0% | Added |
| Abel Hall, LLC | 20,000 | $84.0K | 0.04% | +20,000 | New |
| MAI Capital Management | 20,240 | $85.0K | 0.00% | +1,239+6.5% | Added |
| Firethorn Wealth Partners, LLC | 22,020 | $92.5K | 0.04% | +1,287+6.2% | Added |
| Stifel Financial Corp | 22,118 | $92.9K | 0.00% | +10,500+90.4% | Added |
| National Asset Management, Inc. | 22,725 | $95.4K | 0.00% | +600+2.7% | Added |
| Belpointe Asset Management LLC | 22,861 | $96.0K | 0.00% | +1,340+6.2% | Added |
| McIlrath & Eck, LLC | 23,464 | $98.5K | 0.01% | +12,804+120.1% | Added |
| Pensionmark Financial Group, LLC | 24,500 | $102.9K | 0.00% | −2,000−7.5% | Reduced |
| Keybank National Association | 25,500 | $107.1K | 0.00% | +25,500 | New |
| Sanctuary Advisors, LLC | 26,790 | $112.5K | 0.00% | −300−1.1% | Reduced |
| Joule Financial, LLC | 26,794 | $112.5K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 27,313 | $114.7K | 0.01% | +27,313 | New |
| Waddell & Associates, LLC | 27,474 | $115.4K | 0.01% | +1,360+5.2% | Added |
| Prime Capital Investment Advisors, LLC | 29,139 | $122.4K | 0.00% | −2,460−7.8% | Reduced |
| Integrated Wealth Concepts LLC | 30,000 | $126.0K | 0.00% | −1,136−3.6% | Reduced |
| Moors & Cabot, Inc. | 30,500 | $128.1K | 0.01% | +150+0.5% | Added |
| International Assets Investment Management, LLC | 36,900 | $133.6K | 0.01% | +36,900 | New |
| Parisi Gray Wealth Management | 32,000 | $134.4K | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 32,700 | $137.3K | 0.04% | −20−0.1% | Reduced |
| Financial Guidance Group, Inc. | 33,924 | $142.5K | 0.07% | +2,075+6.5% | Added |
| Essex Financial Services, Inc. | 34,089 | $143.2K | 0.01% | +5,000+17.2% | Added |
| HighTower Advisors, LLC | 35,249 | $148.0K | 0.00% | +2,664+8.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,904 | $155.0K | 0.02% | +15,720+74.2% | Added |
| Federation des caisses Desjardins du Quebec | 39,400 | $164.7K | 0.00% | −1,000−2.5% | Reduced |
| Summitry LLC | 40,000 | $168.0K | 0.01% | 00.0% | Unchanged |
| Marks Wealth, LLC | 40,012 | $168.1K | 0.05% | +8,275+26.1% | Added |
| CoreCap Advisors, LLC | 40,485 | $170.0K | 0.01% | +8,853+28.0% | Added |
| Kestra Private Wealth Services, LLC | 41,977 | $176.3K | 0.00% | +10,577+33.7% | Added |
| Mariner, LLC | 42,057 | $176.6K | 0.00% | +21,556+105.1% | Added |
| Fermata Advisors, LLC | 43,295 | $181.8K | 0.05% | +2,912+7.2% | Added |
| Tower Research Capital LLC (TRC) | 44,552 | $187.1K | 0.01% | +44,552 | New |
| We Are One Seven, LLC | 44,889 | $188.5K | 0.01% | +17,439+63.5% | Added |
| Wells Fargo & Company | 45,557 | $191.3K | 0.00% | +20,482+81.7% | Added |
| Capital CS Group, LLC | 45,587 | $191.5K | 0.31% | +2,785+6.5% | Added |
| TT Capital Management LLC | 47,050 | $197.6K | 0.16% | +47,050 | New |
| Lido Advisors, LLC | 51,433 | $216.0K | 0.00% | +40.0% | Added |
| Partners Wealth Management, LLC | 46,702 | $224.6K | 0.26% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 56,455 | $237.1K | 0.01% | +56,455 | New |
| UBS Group AG | 57,007 | $239.4K | 0.00% | −135,771−70.4% | Reduced |
| D.A. Davidson & Co. | 57,696 | $242.3K | 0.00% | +21,554+59.6% | Added |