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Oxford Square Capital Corp.

OXSQ
Exchange
Nasdaq
SEC CIK
0001259429

In the last 90 days, Oxford Square Capital Corp. insiders filed 0 open-market purchases and 1 sale; 46 institutions reported holding it in 13F filings for Q2 2026, worth $3.89M in total; no superinvestor holds it.

Other share classesOXSQGOXSQH

13F holders, Q3 2023

Institutional positions in Oxford Square Capital Corp. as of Sep 30, 2023. 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
51
+4 vs. Q2 2023
Shares held
3.86M
−108.7K (−2.7%) vs. Q2 2023
Total value
$11.6M
+$1.10M (+10.4%) vs. Q2 2023
New holders
7
21 more added
Sold out
3
13 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OXSQ 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.

Institutional holdersQ3 2023: 51 institutions
Q1 2021: 55 institutionsQ2 2021: 48 institutionsQ3 2021: 48 institutionsQ4 2021: 51 institutionsQ1 2022: 53 institutionsQ2 2022: 51 institutionsQ3 2022: 52 institutionsQ4 2022: 52 institutionsQ1 2023: 54 institutionsQ2 2023: 49 institutionsQ3 2023: 51 institutionsQ4 2023: 52 institutionsQ1 2024: 48 institutionsQ2 2024: 45 institutionsQ3 2024: 46 institutionsQ4 2024: 53 institutionsQ1 2025: 52 institutionsQ2 2025: 53 institutionsQ3 2025: 60 institutionsQ4 2025: 53 institutionsQ1 2026: 48 institutionsQ2 2026: 46 institutions
Value heldQ3 2023: $11.6M
Q1 2021: $16.8MQ2 2021: $18.2MQ3 2021: $12.8MQ4 2021: $9.93MQ1 2022: $9.52MQ2 2022: $8.11MQ3 2022: $7.33MQ4 2022: $8.35MQ1 2023: $7.87MQ2 2023: $10.7MQ3 2023: $11.6MQ4 2023: $10.7MQ1 2024: $9.94MQ2 2024: $10.0MQ3 2024: $11.0MQ4 2024: $10.8MQ1 2025: $11.9MQ2 2025: $11.2MQ3 2025: $9.49MQ4 2025: $7.23MQ1 2026: $4.98MQ2 2026: $3.89M
Institutions holding OXSQ and their total value by quarter
QuarterHoldersValue
Q2 202646$3.89M
Q1 202648$4.98M
Q4 202553$7.23M
Q3 202560$9.49M
Q2 202553$11.2M
Q1 202552$11.9M
Q4 202453$10.8M
Q3 202446$11.0M
Q2 202445$10.0M
Q1 202448$9.94M
Q4 202352$10.7M
Q3 202351$11.6M
Q2 202349$10.7M
Q1 202354$7.87M
Q4 202252$8.35M
Q3 202252$7.33M
Q2 202251$8.11M
Q1 202253$9.52M
Q4 202151$9.93M
Q3 202148$12.8M
Q2 202148$18.2M
Q1 202155$16.8M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Oxford Square Capital Corp.; share changes are against Q2 2023.

Institutions holding OXSQ in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Millennium Management LLC582,813$1.75M0.00%+235,151+67.6%Added
Two Sigma Advisers, LP561,073$1.69M0.00%+32,400+6.1%Added
Two Sigma Investments, LP515,486$1.55M0.00%+2,200+0.4%Added
Legal & General Group Plc373,825$1.13M0.00%+13,804+3.8%Added
Marshall Wace, LLP303,568$913.7K0.00%+65,346+27.4%Added
Connor, Clark & Lunn Investment Management Ltd.169,339$509.7K0.00%+24,519+16.9%Added
BlackRock Inc.157,994$475.6K0.00%−69,865−30.7%Reduced
Moloney Securities Asset Management, LLC136,247$410.1K0.07%−18,383−11.9%Reduced
International Assets Investment Management, LLC119,553$358.7K0.05%+3,000+2.6%Added
Virtus ETF Advisers LLC116,717$351.3K0.21%+54,949+89.0%Added
Commonwealth Equity Services, LLC98,471$296.0K0.00%+1,626+1.7%Added
Cubist Systematic Strategies, LLC75,161$226.2K0.00%+75,161New
Kingsview Wealth Management, LLC58,368$175.7K0.01%00.0%Unchanged
Quadrature Capital Ltd56,862$171.2K0.00%−43,250−43.2%Reduced
Great West Life Assurance Co53,965$163.0K0.00%+11,123+26.0%Added
Morgan Stanley45,427$136.7K0.00%−3,079−6.3%Reduced
Eagle Global Advisors LLC44,815$134.9K0.01%+44,815New
Creative Planning34,737$104.6K0.00%−2,243−6.1%Reduced
LPL Financial LLC28,732$86.5K0.00%+243+0.9%Added
UBS Group AG26,970$81.2K0.00%+6,637+32.6%Added
Hunting Hill Global Capital, LLC24,728$74.4K0.04%−204,023−89.2%Reduced
Stratos Wealth Partners, LTD.24,594$74.0K0.00%+7,416+43.2%Added
Cetera Advisor Networks LLC23,526$70.8K0.00%00.0%Unchanged
Citadel Advisors LLC19,409$58.4K0.00%+5,939+44.1%Added
Csenge Advisory Group19,089$57.5K0.00%+19,089New
Raymond James & Associates18,422$55.5K0.00%00.0%Unchanged
XTX Topco Ltd16,650$50.1K0.01%−46,653−73.7%Reduced
Northern Trust Corp14,684$44.2K0.00%−341−2.3%Reduced
Sigma Planning Corp13,932$41.9K0.00%−997−6.7%Reduced
Moisand Fitzgerald Tamayo, LLC13,166$39.6K0.01%+457+3.6%Added
Cambridge Investment Research Advisors, Inc.12,584$38.0K0.00%+12,584New
Royal Bank of Canada11,800$36.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP11,051$33.3K0.00%−255,706−95.9%Reduced
Cetera Advisors LLC10,930$32.9K0.00%00.0%Unchanged
AE Wealth Management LLC10,747$32.3K0.00%+6+0.1%Added
Schonfeld Strategic Advisors LLC10,500$31.6K0.00%−3,100−22.8%Reduced
Alerus Financial NA10,000$30.1K0.00%00.0%Unchanged
CWM, LLC8,008$24.0K0.00%00.0%Unchanged
Wells Fargo & Company7,827$23.6K0.00%+10.0%Added
Cary Street Partner Investment Advisory LLC5,000$15.1K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.4,204$12.7K0.00%+2,200+109.8%Added
The PNC Financial Services Group, Inc.4,000$12.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC3,100$9.33K0.00%00.0%Unchanged
Focused Wealth Management, Inc1,291$3.89K0.00%+29+2.3%Added
Bank of America Corp1,057$3.18K0.00%−800−43.1%Reduced
Simplex Trading, LLC815$2.00K0.00%+815New
Flaharty Asset Management, LLC500$1.50K0.00%+500New
Farther Finance Advisors, LLC313$9420.00%+11+3.6%Added
JPMorgan Chase & Co188$5660.00%−391−67.5%Reduced
Qube Research & Technologies Ltd144$4330.00%+144New
AdvisorNet Financial, Inc99$2970.00%+3+3.1%Added
Rockefeller Capital Management L.P.0$00.00%−61,626−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−18,238−100.0%Sold out
Godsey & Gibb Associates0$00.00%−200−100.0%Sold out
Cowen Prime Advisors LLC––––Not filed
BDO Wealth Advisors, LLC––––Not filed