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 2026
Institutional positions in Oxford Lane Capital Corp. as of Jun 30, 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
- 94
- +11 vs. Q1 2026
- Shares held
- 17.7M
- +238.7K (+1.4%) vs. Q1 2026
- Total value
- $154.6M
- −$15.7M (−9.2%) vs. Q1 2026
- New holders
- 26
- 33 more added
- Sold out
- 15
- 20 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Oxford Lane Capital Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $9 | 0.00% | −477−99.8% | Reduced |
| BlackRock, Inc. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4 | $35 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 26 | $228 | 0.00% | +26 | New |
| Rockefeller Capital Management L.P. | 94 | $823 | 0.00% | −145−60.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 100 | $876 | 0.00% | −2,820−96.6% | Reduced |
| Farther Finance Advisors, LLC | 104 | $909 | 0.00% | +6+6.1% | Added |
| Elequin Capital LP | 124 | $1.09K | 0.00% | +124 | New |
| Continuum Advisory, LLC | 146 | $1.28K | 0.00% | +146 | New |
| Bangor Savings Bank | 150 | $1.31K | 0.00% | +150 | New |
| SRS Capital Advisors, Inc. | 258 | $2.26K | 0.00% | +258 | New |
| IFG Advisory, LLC | 300 | $2.63K | 0.00% | +300 | New |
| Avion Wealth | 379 | $3.00K | 0.00% | +23+6.5% | Added |
| IFP Advisors, Inc | 400 | $3.50K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 452 | $3.96K | 0.00% | −3,718−89.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 498 | $4.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $5.26K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 611 | $5.35K | 0.00% | +611 | New |
| Tower Research Capital LLC (TRC) | 641 | $5.62K | 0.00% | +641 | New |
| Larson Financial Group LLC | 1,000 | $8.76K | 0.00% | +1,000 | New |
| SWAN Capital LLC | 1,232 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,930 | $16.9K | 0.00% | +149+8.4% | Added |
| GWM Advisors LLC | 1,940 | $17.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,107 | $18.0K | 0.00% | +1,507+251.2% | Added |
| International Assets Investment Management, LLC | 2,205 | $19.4K | 0.00% | −2,356−51.7% | Reduced |
| CoreCap Advisors, LLC | 2,362 | $20.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,863 | $25.1K | 0.00% | −59−2.0% | Reduced |
| UBS Group AG | 3,861 | $33.8K | 0.00% | −130,317−97.1% | Reduced |
| Security National Bank | 4,000 | $35.0K | 0.00% | +4,000 | New |
| Triumph Capital Management | 4,336 | $38.0K | 0.01% | −255−5.6% | Reduced |
| WPG Advisers, LLC | 4,601 | $40.3K | 0.02% | +687+17.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,381 | $64.7K | 0.01% | +1,124+18.0% | Added |
| JPMorgan Chase & Co | 7,780 | $68.5K | 0.00% | +3,558+84.3% | Added |
| Strategic Wealth Partners, Ltd. | 8,640 | $75.7K | 0.00% | +8,600+21,500.0% | Added |
| Allworth Financial LP | 9,994 | $87.5K | 0.00% | −1,165−10.4% | Reduced |
| Parisi Gray Wealth Management | 10,000 | $87.6K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,055 | $88.1K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 10,103 | $88.5K | 0.01% | +10,103 | New |
| Cura Wealth Advisors, LLC | 10,247 | $89.8K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,733 | $94.0K | 0.00% | +2,540+31.0% | Added |
| Sanctuary Advisors, LLC | 11,300 | $99.0K | 0.00% | +11,300 | New |
| Park Avenue Securities LLC | 12,128 | $106.0K | 0.00% | +12,128 | New |
| XTX Topco Ltd | 13,790 | $120.8K | 0.00% | +13,790 | New |
| Ausdal Financial Partners, Inc. | 15,996 | $140.1K | 0.01% | 00.0% | Unchanged |
| Attessa Capital LLC | 17,262 | $151.2K | 0.07% | +17,262 | New |
| Fermata Advisors, LLC | 17,297 | $151.5K | 0.03% | +760+4.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,393 | $158.8K | 0.00% | +17,393 | New |
| Commonwealth Equity Services, LLC | 18,474 | $161.8K | 0.00% | −7,407−28.6% | Reduced |
| Abel Hall, LLC | 20,000 | $175.2K | 0.03% | 00.0% | Unchanged |
| Capital CS Group, LLC | 20,472 | $179.3K | 0.26% | +1,572+8.3% | Added |
| Two Sigma Securities, LLC | 22,057 | $193.2K | 0.02% | +22,057 | New |
| Prospera Financial Services Inc | 22,192 | $194.4K | 0.00% | +772+3.6% | Added |
| Eight 31 Financial LLC | 25,253 | $221.2K | 0.13% | +1,531+6.5% | Added |
| Global Retirement Partners, LLC | 25,487 | $223.3K | 0.00% | +25,487 | New |
| HRT Financial LP | 26,226 | $229.0K | 0.00% | +26,226 | New |
| Raymond James Financial Inc | 26,969 | $236.2K | 0.00% | −603−2.2% | Reduced |
| Snowden Capital Advisors LLC | 27,140 | $237.7K | 0.01% | +6,601+32.1% | Added |
| Mariner, LLC | 29,754 | $260.6K | 0.00% | +4,121+16.1% | Added |
| M&T Bank Corp | 30,927 | $270.9K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 32,090 | $281.1K | 0.01% | +2,000+6.6% | Added |
| Marex Group plc | 33,905 | $297.0K | 0.00% | +33,905 | New |
| Apollon Wealth Management, LLC | 38,868 | $340.5K | 0.00% | +872+2.3% | Added |
| Cetera Investment Advisers | 40,527 | $355.0K | 0.00% | +12,028+42.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 40,733 | $357.0K | 0.00% | −122,174−75.0% | Reduced |
| Cordoba Advisory Partners LLC | 42,881 | $375.8K | 0.08% | +28,017+188.5% | Added |
| OneAscent Family Office, LLC | 46,457 | $407.0K | 0.21% | +46,457 | New |
| Samalin Investment Counsel, LLC | 46,529 | $407.6K | 0.13% | −34,596−42.6% | Reduced |
| DRW Securities, LLC | 49,458 | $433.3K | 0.03% | +34,378+228.0% | Added |
| Private Advisor Group, LLC | 51,066 | $447.3K | 0.00% | +7,404+17.0% | Added |
| Kestra Advisory Services, LLC | 59,309 | $519.6K | 0.00% | +5,554+10.3% | Added |
| Advisory Solutions Group, LLC | 62,942 | $551.4K | 0.19% | +62,942 | New |
| VARCOV Co. | 73,928 | $647.6K | 0.25% | +73,928 | New |
| Jane Street Group, LLC | 82,446 | $722.2K | 0.00% | +82,446 | New |
| Envestnet Asset Management Inc | 83,655 | $732.8K | 0.00% | +60,965+268.7% | Added |
| LPL Financial LLC | 84,148 | $737.1K | 0.00% | −9,063−9.7% | Reduced |
| Founders Financial Alliance, LLC | 88,808 | $778.0K | 0.10% | −2,814−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 91,451 | $801.1K | 0.00% | +21,712+31.1% | Added |
| Wedbush Securities Inc | 96,234 | $843.0K | 0.02% | −36,895−27.7% | Reduced |
| Susquehanna International Group, LLP | 110,333 | $966.5K | 0.00% | +1,833+1.7% | Added |
| Delphi Financial Group, Inc. | 145,030 | $1.27M | 0.63% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 153,504 | $1.34M | 0.31% | −55,143−26.4% | Reduced |
| J.W. Cole Advisors, Inc. | 167,521 | $1.47M | 0.03% | +167,521 | New |
| Alpine Global Management, LLC | 198,112 | $1.74M | 0.29% | −59,880−23.2% | Reduced |
| Freestone Capital Holdings, LLC | 211,424 | $1.85M | 0.05% | −9,955−4.5% | Reduced |
| Ares Management LLC | 268,564 | $2.35M | 0.10% | +9,872+3.8% | Added |
| Eagle Point Credit Management LLC | 834,459 | $7.31M | 11.04% | 00.0% | Unchanged |
| Barclays PLC | 850,002 | $7.45M | 0.00% | +311,586+57.9% | Added |
| Blackstone Group Inc. | 910,000 | $7.97M | 0.03% | +235,000+34.8% | Added |
| Jain Global LLC | 1,017,585 | $8.91M | 0.10% | +951,335+1,436.0% | Added |
| Goldman Sachs Group Inc | 1,452,349 | $12.7M | 0.00% | +1,441,642+13,464.5% | Added |
| Citadel Advisors LLC | 1,703,401 | $14.9M | 0.01% | +559,421+48.9% | Added |
| Kohlberg Kravis Roberts & Co. L.P. | 1,771,302 | $15.5M | 0.27% | −1,415,928−44.4% | Reduced |
| Polar Asset Management Partners Inc. | 2,350,000 | $20.6M | 0.38% | +350,000+17.5% | Added |
| Morgan Stanley | 3,840,792 | $33.6M | 0.00% | +272,427+7.6% | Added |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −1,852,145−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −222,539−100.0% | Sold out |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| GatePass Capital, LLC | 0 | $0 | 0.00% | −90,300−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −46,470−100.0% | Sold out |