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 |
|---|---|---|---|---|---|
| One Capital Management, LLC | 15,360 | $64.5K | 0.00% | +2,350+18.1% | Added |
| 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 |
| Semmax Financial Advisors Inc. | 19,336 | $64.2K | 0.02% | +19,336 | New |
| Mutual Advisors, LLC | 17,621 | $63.8K | 0.00% | −11,393−39.3% | Reduced |
| Arkadios Wealth Advisors | 14,924 | $62.7K | 0.00% | +871+6.2% | Added |
| Warren Averett Asset Management, LLC | 14,765 | $62.0K | 0.00% | +30.0% | Added |
| Basepoint Wealth LLC | 14,546 | $61.1K | 0.05% | +14,546 | New |
| Bank of America Corp | 14,063 | $59.1K | 0.00% | −20,450−59.3% | Reduced |
| PFG Investments, LLC | 13,827 | $58.1K | 0.00% | −2,722−16.4% | Reduced |
| Creative Planning | 13,687 | $57.5K | 0.00% | −2,117−13.4% | Reduced |
| Foundations Investment Advisors, LLC | 13,156 | $55.3K | 0.00% | +1,000+8.2% | Added |
| MML Investors Services, LLC | 13,071 | $55.0K | 0.00% | +24+0.2% | Added |
| Fingerlakes Wealth Management, Inc. | 12,874 | $54.1K | 0.04% | +12,874 | New |
| Valtinson Bruner Financial Planning LLC | 12,622 | $53.0K | 0.02% | +889+7.6% | Added |
| National Wealth Management Group, LLC | 12,514 | $52.6K | 0.03% | +12,514 | New |
| Barnes Wealth Management Group, Inc | 12,200 | $51.2K | 0.03% | +12,200 | New |
| Precision Wealth Strategies, LLC | 12,000 | $50.4K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11,442 | $48.1K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,250 | $47.3K | 0.00% | +11,250 | New |
| US Bancorp | 10,685 | $44.9K | 0.00% | +4,385+69.6% | Added |
| Capital Investment Advisors, LLC | 10,634 | $44.7K | 0.00% | +10,634 | New |
| 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 |
| Cornell Pochily Investment Advisors, Inc. | 10,064 | $42.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 9,733 | $40.9K | 0.00% | −10,599−52.1% | Reduced |
| Aventura Private Wealth, LLC | 8,000 | $33.6K | 0.01% | +1,000+14.3% | Added |
| Cary Street Partner Investment Advisory LLC | 7,500 | $31.5K | 0.02% | +7,500 | New |
| Ameritas Advisory Services, LLC | 6,736 | $28.3K | 0.00% | +6,736 | New |
| AdvisorNet Financial, Inc | 6,198 | $26.0K | 0.00% | +2,979+92.5% | Added |
| SWAN Capital LLC | 5,878 | $24.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 5,195 | $21.8K | 0.01% | +5,195 | New |
| Royal Bank of Canada | 4,268 | $18.0K | 0.00% | +4,268 | New |
| Cantor Fitzgerald, L. P. | 3,908 | $16.4K | 0.00% | +3,908 | New |
| Sunbelt Securities, Inc. | 1,251 | $6.34K | 0.00% | −71−5.4% | Reduced |
| WPG Advisers, LLC | 1,397 | $5.87K | 0.00% | +1,397 | New |
| Accredited Wealth Management, LLC | 1,000 | $4.20K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 955 | $4.01K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 943 | $3.96K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 556 | $2.34K | 0.00% | +556 | New |
| Legacy Wealth Managment, LLC | 556 | $2.34K | 0.00% | +556 | New |
| CWM, LLC | 349 | $1.00K | 0.00% | −249−41.6% | Reduced |
| FMR LLC | 223 | $937 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 7 | $28 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 5 | $21 | 0.00% | −7−58.3% | Reduced |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −83,064−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −63,567−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −57,495−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,826−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −30,243−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −29,456−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −23,722−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −23,506−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −21,327−100.0% | Sold out |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −17,042−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −15,938−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −14,829−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −12,483−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −11,310−100.0% | Sold out |
| Vantage Financial Partners, LLC | 0 | $0 | 0.00% | −10,639−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| Cheviot Value Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Nova Wealth Management, Inc. | – | – | – | – | Not filed |
| Spectrum Wealth Counsel, LLC | – | – | – | – | Not filed |