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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, Q1 2026

Institutional positions in Oxford Square 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
48
−4 vs. Q4 2025
Shares held
2.81M
−1.28M (−31.4%) vs. Q4 2025
Total value
$4.98M
−$2.23M (−31.0%) vs. Q4 2025
New holders
10
14 more added
Sold out
14
12 more reduced

1 institution 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 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 holdersQ1 2026: 48 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 heldQ1 2026: $4.98M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Oxford Square Capital Corp.; share changes are against Q4 2025.

Institutions holding OXSQ in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Legal & General Group Plc587,348$1.04M0.00%+23,773+4.2%Added
BlackRock, Inc.297,432$526.5K0.00%−203,157−40.6%Reduced
Virtus Investment Advisers, Inc.213,488$377.9K0.10%−9,248−4.2%Reduced
Bank of America Corp202,580$358.6K0.00%−2,247−1.1%Reduced
XTX Topco Ltd162,199$287.1K0.00%+162,199New
Virtu Financial LLC119,757$212.0K0.01%+74,211+162.9%Added
UBS Group AG112,761$199.6K0.00%−118,882−51.3%Reduced
Silverberg Bernstein Capital Management LLC106,710$188.9K0.10%+31,865+42.6%Added
Great West Life Assurance Co99,101$176.0K0.00%+8,322+9.2%Added
Founders Financial Alliance, LLC84,865$150.2K0.03%00.0%Unchanged
HRT Financial LP80,217$141.0K0.00%+80,217New
Two Sigma Investments, LP72,642$128.6K0.00%−483,926−86.9%Reduced
LPL Financial LLC72,542$128.4K0.00%+18,960+35.4%Added
Kingsview Wealth Management, LLC65,425$115.8K0.00%00.0%Unchanged
McIlrath & Eck, LLC65,375$115.7K0.01%+40,875+166.8%Added
Morgan Stanley64,780$114.7K0.00%+6,000+10.2%Added
Citigroup Inc50,234$88.9K0.00%+50,234New
Ethos Financial Group, LLC41,967$73.9K0.01%00.0%Unchanged
International Assets Investment Management, LLC37,470$66.3K0.00%00.0%Unchanged
BostonPremier Wealth LLC26,026$46.1K0.02%−9,200−26.1%Reduced
Cetera Investment Advisers22,748$40.3K0.00%−1,294−5.4%Reduced
Parkside Financial Bank & Trust22,170$39.2K0.00%00.0%Unchanged
Sigma Planning Corp21,310$37.7K0.00%+299+1.4%Added
Arkadios Wealth Advisors21,217$37.6K0.00%+624+3.0%Added
First Affirmative Financial Network19,040$33.7K0.01%+19,040New
United Bank15,420$27.3K0.01%00.0%Unchanged
SIH Partners, LLLP14,109$25.0K0.00%+14,109New
Reliant Investment Partners, LLC12,597$22.3K0.02%+745+6.3%Added
Kennedy Investment Group12,492$22.1K0.01%+739+6.3%Added
Acorn Wealth Advisors, LLC12,447$22.0K0.01%+390+3.2%Added
Royal Bank of Canada11,800$21.0K0.00%−20.0%Reduced
Cambridge Investment Research Advisors, Inc.11,063$20.0K0.00%−8,259−42.7%Reduced
National Wealth Management Group, LLC10,799$19.1K0.01%+597+5.9%Added
Northwestern Mutual Wealth Management Co10,276$18.2K0.00%+10,276New
Alerus Financial NA10,000$17.7K0.00%00.0%Unchanged
LifeSteps Financial, Inc.10,000$17.7K0.01%00.0%Unchanged
Triumph Capital Management3,600$6.37K0.00%00.0%Unchanged
Fifth Third Bancorp2,000$3.54K0.00%00.0%Unchanged
JPMorgan Chase & Co1,320$2.28K0.00%00.0%Unchanged
Harbour Investments, Inc.1,122$1.99K0.00%+1,122New
CoreCap Advisors, LLC1,041$1.84K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.588$1.04K0.00%+32+5.8%Added
Wells Fargo & Company542$9590.00%−611−53.0%Reduced
Community Financial Services Group, LLC515$9120.00%+515New
Simplex Trading, LLC165$2920.00%−667−80.2%Reduced
Jones Financial Companies LLLP150$2520.00%−1,461−90.7%Reduced
Allworth Financial LP22$390.00%+22New
Caitong International Asset Management Co., Ltd2$40.00%+2New
Farther Finance Advisors, LLC0$00.00%−458−100.0%Sold out
Squarepoint Ops LLC0$00.00%−455,138−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−319,913−100.0%Sold out
Marshall Wace, LLP0$00.00%−73,821−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−29,260−100.0%Sold out
Northern Trust Corp0$00.00%−27,872−100.0%Sold out
Jane Street Group, LLC0$00.00%−23,865−100.0%Sold out
LeClair Wealth Partners LLC0$00.00%−18,122−100.0%Sold out
StoneX Group Inc.0$00.00%−16,359−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−11,858−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−10,056−100.0%Sold out
Eastern Bank0$00.00%−2,400−100.0%Sold out
Garton & Associates Financial Advisors LLC0$00.00%−1,763−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−17−100.0%Sold out
CIBC Private Wealth Group, LLC––––Not filed