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 2026
Institutional positions in Oxford Lane Capital Corp. as of Mar 31, 2026. 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
- 87
- −23 vs. Q4 2025
- Shares held
- 17.5M
- +7.45M (+74.2%) vs. Q4 2025
- Total value
- $171.0M
- +$24.0M (+16.3%) vs. Q4 2025
- New holders
- 16
- 37 more added
- Sold out
- 39
- 22 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 3 | $29 | 0.00% | −2−40.0% | Reduced |
| MAI Capital Management | 4 | $40 | 0.00% | +4 | New |
| Strategic Wealth Partners, Ltd. | 40 | $391 | 0.00% | +40 | New |
| CWM, LLC | 81 | $792 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 98 | $975 | 0.00% | +11+12.6% | Added |
| Rockefeller Capital Management L.P. | 239 | $2.34K | 0.00% | −23,979−99.0% | Reduced |
| Avion Wealth | 356 | $3.00K | 0.00% | +40+12.7% | Added |
| IFP Advisors, Inc | 400 | $3.91K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 478 | $4.67K | 0.00% | +478 | New |
| Whittier Trust Co of Nevada Inc | 498 | $4.88K | 0.00% | +498 | New |
| Highline Wealth Partners LLC | 600 | $5.87K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 600 | $6.00K | 0.00% | +600 | New |
| Sunbelt Securities, Inc. | 864 | $8.45K | 0.00% | −2,963−77.4% | Reduced |
| SWAN Capital LLC | 1,232 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,781 | $17.4K | 0.00% | +1,721+2,868.3% | Added |
| GWM Advisors LLC | 1,940 | $19.0K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 2,184 | $21.4K | 0.02% | +187+9.4% | Added |
| CoreCap Advisors, LLC | 2,362 | $23.1K | 0.00% | −6−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,920 | $28.5K | 0.00% | −4,960−62.9% | Reduced |
| AdvisorNet Financial, Inc | 2,922 | $28.6K | 0.00% | +651+28.7% | Added |
| Sound Income Strategies, LLC | 3,000 | $30.0K | 0.00% | +500+20.0% | Added |
| WPG Advisers, LLC | 3,914 | $38.3K | 0.03% | +1,735+79.6% | Added |
| JPMorgan Chase & Co | 4,222 | $39.7K | 0.00% | +1,025+32.1% | Added |
| Wells Fargo & Company | 4,170 | $40.8K | 0.00% | −304−6.8% | Reduced |
| Triumph Capital Management | 4,591 | $44.9K | 0.01% | −806−14.9% | Reduced |
| International Assets Investment Management, LLC | 4,561 | $45.6K | 0.00% | −9,395−67.3% | Reduced |
| Legacy Wealth Managment, LLC | 6,010 | $58.8K | 0.03% | +1,040+20.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,257 | $61.2K | 0.01% | +2,479+65.6% | Added |
| EverSource Wealth Advisors, LLC | 7,000 | $68.5K | 0.00% | +2,700+62.8% | Added |
| BNP Paribas Arbitrage, SA | 8,193 | $80.1K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 10,000 | $97.8K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,055 | $98.3K | 0.00% | −45−0.4% | Reduced |
| Cura Wealth Advisors, LLC | 10,247 | $100.2K | 0.04% | −8,000−43.8% | Reduced |
| Goldman Sachs Group Inc | 10,707 | $104.7K | 0.00% | +10,707 | New |
| Allworth Financial LP | 11,159 | $109.1K | 0.00% | +1,056+10.5% | Added |
| Delta Investment Management, LLC | 11,304 | $110.6K | 0.02% | +11,304 | New |
| Cordoba Advisory Partners LLC | 14,864 | $145.4K | 0.04% | +14,864 | New |
| DRW Securities, LLC | 15,080 | $147.5K | 0.01% | +15,080 | New |
| Ausdal Financial Partners, Inc. | 15,996 | $156.4K | 0.01% | −500−3.0% | Reduced |
| Fermata Advisors, LLC | 16,537 | $161.7K | 0.04% | +3,448+26.3% | Added |
| Capital CS Group, LLC | 18,900 | $184.8K | 0.38% | +2,476+15.1% | Added |
| Abel Hall, LLC | 20,000 | $195.6K | 0.04% | +10,000+100.0% | Added |
| Snowden Capital Advisors LLC | 20,539 | $200.9K | 0.01% | −30,762−60.0% | Reduced |
| Prospera Financial Services Inc | 21,420 | $209.5K | 0.00% | +5,124+31.4% | Added |
| Envestnet Asset Management Inc | 22,690 | $221.9K | 0.00% | −178,775−88.7% | Reduced |
| Gibbs Wealth Management | 23,295 | $227.8K | 0.03% | +23,295 | New |
| Eight 31 Financial LLC | 23,722 | $232.0K | 0.14% | +2,653+12.6% | Added |
| CF Capital LLC | 25,000 | $244.5K | 0.29% | −1,007,585−97.6% | Reduced |
| Mariner, LLC | 25,633 | $245.2K | 0.00% | +7,578+42.0% | Added |
| Commonwealth Equity Services, LLC | 25,881 | $253.1K | 0.00% | −9,130−26.1% | Reduced |
| Raymond James Financial Inc | 27,572 | $269.7K | 0.00% | −95,221−77.5% | Reduced |
| Cetera Investment Advisers | 28,499 | $278.7K | 0.00% | −4,277−13.0% | Reduced |
| Entropy Technologies, LP | 29,423 | $287.8K | 0.01% | −13,926−32.1% | Reduced |
| Wesbanco Bank Inc | 30,090 | $294.3K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 30,927 | $302.5K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 37,996 | $371.6K | 0.01% | +958+2.6% | Added |
| McIlrath & Eck, LLC | 42,263 | $413.3K | 0.03% | +36,096+585.3% | Added |
| Private Advisor Group, LLC | 43,662 | $427.0K | 0.00% | −3,420−7.3% | Reduced |
| Lido Advisors, LLC | 46,470 | $454.5K | 0.00% | +36,130+349.4% | Added |
| Kestra Advisory Services, LLC | 53,755 | $525.7K | 0.00% | +7,237+15.6% | Added |
| Jain Global LLC | 66,250 | $647.9K | 0.01% | +66,250 | New |
| Advisor Group Holdings, Inc. | 69,739 | $682.0K | 0.00% | +8,002+13.0% | Added |
| Samalin Investment Counsel, LLC | 81,125 | $793.4K | 0.28% | +41,558+105.0% | Added |
| GatePass Capital, LLC | 90,300 | $883.1K | 0.43% | +47,700+112.0% | Added |
| Founders Financial Alliance, LLC | 91,622 | $896.1K | 0.16% | +45,305+97.8% | Added |
| LPL Financial LLC | 93,211 | $911.6K | 0.00% | −4,981−5.1% | Reduced |
| Simplify Asset Management Inc. | 100,000 | $978.0K | 0.02% | +100,000 | New |
| Susquehanna International Group, LLP | 108,500 | $1.06M | 0.00% | +27,853+34.5% | Added |
| Wedbush Securities Inc | 133,129 | $1.30M | 0.04% | +1,593+1.2% | Added |
| UBS Group AG | 134,178 | $1.31M | 0.00% | +111,674+496.2% | Added |
| Delphi Financial Group, Inc. | 145,030 | $1.42M | 0.64% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 162,907 | $1.59M | 0.02% | +9,525+6.2% | Added |
| Virtus Investment Advisers, Inc. | 208,647 | $2.04M | 0.56% | +58,756+39.2% | Added |
| Freestone Capital Holdings, LLC | 221,379 | $2.17M | 0.07% | +80,000+56.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 222,539 | $2.18M | 0.74% | −176,927−44.3% | Reduced |
| Alpine Global Management, LLC | 257,992 | $2.52M | 0.38% | +232,066+895.1% | Added |
| Ares Management LLC | 258,692 | $2.53M | 0.17% | +11,192+4.5% | Added |
| Border to Coast Pensions Partnership Ltd | 440,000 | $4.32M | 0.07% | 00.0% | Unchanged |
| Barclays PLC | 538,416 | $5.27M | 0.00% | −1,118,195−67.5% | Reduced |
| Blackstone Group Inc. | 675,000 | $6.60M | 0.03% | +675,000 | New |
| Eagle Point Credit Management LLC | 834,459 | $8.16M | 10.67% | +337,755+68.0% | Added |
| Citadel Advisors LLC | 1,143,980 | $11.2M | 0.01% | +958,148+515.6% | Added |
| Saba Capital Management, L.P. | 1,852,145 | $18.1M | 0.58% | +1,852,145 | New |
| Polar Asset Management Partners Inc. | 2,000,000 | $19.6M | 0.46% | +2,000,000 | New |
| Kohlberg Kravis Roberts & Co. L.P. | 3,187,230 | $31.2M | 0.58% | +3,187,230 | New |
| Morgan Stanley | 3,568,365 | $34.9M | 0.00% | +1,603,047+81.6% | Added |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −485,401−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −242,781−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −158,935−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −70,929−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −68,216−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −49,040−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −48,349−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −40,135−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −33,967−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,235−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −28,902−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −28,449−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −23,428−100.0% | Sold out |