Skip to main content

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, Q2 2025

Institutional positions in Oxford Square 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
53
+1 vs. Q1 2025
Shares held
5.02M
+474.0K (+10.4%) vs. Q1 2025
Total value
$11.2M
−$668.8K (−5.6%) vs. Q1 2025
New holders
10
19 more added
Sold out
9
9 more reduced

Compare with Q1 2025: 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 holdersQ2 2025: 53 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 heldQ2 2025: $11.2M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Oxford Square Capital Corp.; share changes are against Q1 2025.

Institutions holding OXSQ in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Two Sigma Advisers, LP1,138,813$2.54M0.01%−287,700−20.2%Reduced
Two Sigma Investments, LP679,209$1.51M0.00%−183,506−21.3%Reduced
Legal & General Group Plc468,312$1.04M0.00%+20,205+4.5%Added
Millennium Management LLC461,541$1.03M0.00%+347,236+303.8%Added
BlackRock, Inc.339,515$757.1K0.00%+86,450+34.2%Added
Virtus Investment Advisers, Inc.220,488$491.7K0.17%−11,097−4.8%Reduced
Squarepoint Ops LLC191,686$427.5K0.00%+172,580+903.3%Added
Moloney Securities Asset Management, LLC155,744$347.3K0.04%+4,029+2.7%Added
Marshall Wace, LLP148,871$332.0K0.00%+148,871New
Jane Street Group, LLC130,609$291.3K0.00%+52,857+68.0%Added
UBS Group AG121,982$272.0K0.00%+76,946+170.9%Added
LPL Financial LLC96,251$214.6K0.00%−11,355−10.6%Reduced
Founders Financial Alliance, LLC84,865$189.3K0.04%00.0%Unchanged
Kingsview Wealth Management, LLC84,425$188.3K0.00%00.0%Unchanged
Transce3nd, LLC81,166$181.0K0.08%+81,166New
Silverberg Bernstein Capital Management LLC71,516$159.5K0.11%+15,597+27.9%Added
BostonPremier Wealth LLC61,526$137.2K0.08%00.0%Unchanged
Great West Life Assurance Co56,831$127.0K0.00%00.0%Unchanged
Ethos Financial Group, LLC47,091$105.0K0.01%00.0%Unchanged
International Assets Investment Management, LLC44,770$99.8K0.01%00.0%Unchanged
Brevan Howard Capital Management LP26,282$58.6K0.00%−2,770−9.5%Reduced
Northern Trust Corp23,564$52.5K0.00%+2,722+13.1%Added
Morgan Stanley22,949$51.2K0.00%−244−1.1%Reduced
Cetera Investment Advisers22,897$51.1K0.00%+2,398+11.7%Added
Parkside Financial Bank & Trust22,170$49.4K0.01%+22,170New
Sigma Planning Corp20,784$46.3K0.00%+312+1.5%Added
Cambridge Investment Research Advisors, Inc.19,139$43.0K0.00%+357+1.9%Added
LeClair Wealth Partners LLC18,122$40.4K0.03%00.0%Unchanged
United Bank17,518$39.1K0.01%00.0%Unchanged
Royal Bank of Canada16,700$37.0K0.00%+4,900+41.5%Added
First Affirmative Financial Network16,145$36.0K0.02%+16,145New
Stratos Wealth Partners, LTD.11,500$25.6K0.00%−1,000−8.0%Reduced
Mariner, LLC11,172$24.9K0.00%+661+6.3%Added
Reliant Investment Partners, LLC10,647$23.7K0.02%−355−3.2%Reduced
Kennedy Investment Group10,546$23.5K0.01%+455+4.5%Added
Alerus Financial NA10,000$22.3K0.00%00.0%Unchanged
LifeSteps Financial, Inc.10,000$22.3K0.02%00.0%Unchanged
National Wealth Management Group, LLC10,000$22.3K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC8,000$17.8K0.00%+5,500+220.0%Added
Ameritas Advisory Services, LLC4,390$9.79K0.00%+4,390New
Moisand Fitzgerald Tamayo, LLC3,818$8.51K0.00%00.0%Unchanged
Group One Trading, L.P.3,721$8.30K0.00%−617−14.2%Reduced
Jones Financial Companies LLLP1,622$3.63K0.00%+1,622New
Raymond James Financial Inc1,555$3.47K0.00%+1,555New
Allworth Financial LP1,334$2.98K0.00%+1,334New
JPMorgan Chase & Co1,320$2.94K0.00%00.0%Unchanged
Wells Fargo & Company1,193$2.66K0.00%+691+137.6%Added
Traub Capital Management LLC1,066$2.38K0.00%+1,066New
Comerica Bank667$1.49K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.614$1.37K0.00%+525+589.9%Added
Farther Finance Advisors, LLC411$9170.00%+18+4.6%Added
Northwestern Mutual Wealth Management Co355$7920.00%+355New
CoreCap Advisors, LLC41$910.00%00.0%Unchanged
Oxford Asset Management LLP0$00.00%−32,667−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−20,213−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−10,868−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−10,797−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,614−100.0%Sold out
AE Wealth Management LLC0$00.00%−10,520−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−3,100−100.0%Sold out
NBT Bank N A0$00.00%−1,666−100.0%Sold out
Citigroup Inc0$00.00%−7−100.0%Sold out