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, Q4 2025
Institutional positions in Oxford Lane Capital Corp. as of Dec 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
- 112
- +19 vs. Q3 2025
- Shares held
- 10.0M
- +2.68M (+36.4%) vs. Q3 2025
- Total value
- $147.1M
- +$29.8M (+25.4%) vs. Q3 2025
- New holders
- 42
- 30 more added
- Sold out
- 23
- 32 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 158,935 | $2.33M | 0.06% | +12,579+8.6% | Added |
| Citadel Advisors LLC | 185,832 | $2.72M | 0.00% | +158,360+576.4% | Added |
| Envestnet Asset Management Inc | 201,465 | $2.95M | 0.00% | −9,055−4.3% | Reduced |
| Coastal Investment Advisors, Inc. | 242,781 | $3.55M | 1.17% | −2,652−1.1% | Reduced |
| Ares Management LLC | 247,500 | $3.62M | 0.21% | +247,500 | New |
| Thomas J. Herzfeld Advisors, Inc. | 399,466 | $5.85M | 1.98% | +171,594+75.3% | Added |
| Border to Coast Pensions Partnership Ltd | 440,000 | $6.45M | 0.11% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 485,401 | $7.11M | 1.58% | +38,113+8.5% | Added |
| Eagle Point Credit Management LLC | 496,704 | $7.27M | 6.94% | +496,704 | New |
| CF Capital LLC | 1,032,585 | $15.1M | 7.51% | +610,363+144.6% | Added |
| Barclays PLC | 1,656,611 | $24.3M | 0.01% | +1,656,611 | New |
| Morgan Stanley | 1,965,318 | $28.8M | 0.00% | +579,403+41.8% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 0 | $0 | 0.00% | −1,019,239−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −119,999−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −56,680−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −40,766−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −15,948−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −12,909−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −12,868−100.0% | Sold out |
| Ferguson Shapiro LLC | 0 | $0 | 0.00% | −11,856−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −11,236−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,124−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Accredited Wealth Management, LLC | – | – | – | – | Not filed |