Oaktree Specialty Lending Corp
OCSL- 交易所
- Nasdaq
- SEC CIK
- 0001414932
近 90 天，Oaktree Specialty Lending Corp 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 166 家機構在 13F 申報持有，市值合計 $5.11 億；大師中只有橡樹資本持有。
2026 年第 1 季 13F 持有人
Oaktree Specialty Lending Corp 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 187
- 較 2025 年第 4 季 −11 家
- 持有股數
- 3,608 萬
- 較 2025 年第 4 季 +43.5 萬 (+1.2%)
- 總市值
- $4.08 億
- 較 2025 年第 4 季 −$4,614 萬 (−10.2%)
- 新進機構
- 30
- 另有 62 家加碼
- 清倉機構
- 41
- 另有 57 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 OCSL 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 166 | $5.11 億 |
| 2026 年第 1 季 | 187 | $4.08 億 |
| 2025 年第 4 季 | 203 | $4.54 億 |
| 2025 年第 3 季 | 185 | $4.42 億 |
| 2025 年第 2 季 | 193 | $4.52 億 |
| 2025 年第 1 季 | 189 | $4.84 億 |
| 2024 年第 4 季 | 197 | $4.72 億 |
| 2024 年第 3 季 | 196 | $4.46 億 |
| 2024 年第 2 季 | 199 | $5.54 億 |
| 2024 年第 1 季 | 198 | $5.89 億 |
| 2023 年第 4 季 | 207 | $6.14 億 |
| 2023 年第 3 季 | 188 | $5.72 億 |
| 2023 年第 2 季 | 183 | $5.43 億 |
| 2023 年第 1 季 | 186 | $5.15 億 |
| 2022 年第 4 季 | 198 | $5.00 億 |
| 2022 年第 3 季 | 200 | $4.72 億 |
| 2022 年第 2 季 | 215 | $5.41 億 |
| 2022 年第 1 季 | 200 | $6.21 億 |
| 2021 年第 4 季 | 190 | $6.44 億 |
| 2021 年第 3 季 | 175 | $6.04 億 |
| 2021 年第 2 季 | 171 | $5.69 億 |
| 2021 年第 1 季 | 171 | $5.38 億 |
2026 年第 1 季持有機構
每家機構持有 Oaktree Specialty Lending Corp 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Private Management Group Inc | 3,721,494 | $4,205 萬 | 1.21% | +462,124+14.2% | 加碼 |
| Morgan Stanley | 2,561,804 | $2,895 萬 | 0.00% | −398,022−13.4% | 減碼 |
| Bruni J V & Co | 2,497,874 | $2,823 萬 | 2.95% | +2,164+0.1% | 加碼 |
| Ares Management LLC | 2,099,305 | $2,372 萬 | 1.56% | +166,000+8.6% | 加碼 |
| Generali Asset Management SPA SGR | 2,087,981 | $2,359 萬 | 0.49% | 00.0% | 不變 |
| Oaktree Capital Management LP大師橡樹資本 | 1,852,456 | $2,093 萬 | 0.35% | 00.0% | 不變 |
| Van Eck Associates Corp | 1,703,581 | $1,925 萬 | 0.01% | −450,026−20.9% | 減碼 |
| Claret Asset Management Corp | 1,668,487 | $1,885 萬 | 2.25% | +7,899+0.5% | 加碼 |
| UBS Group AG | 1,369,745 | $1,548 萬 | 0.00% | +36,102+2.7% | 加碼 |
| Rivernorth Capital Management, LLC | 1,279,906 | $1,446 萬 | 0.73% | +12,208+1.0% | 加碼 |
| Melia Wealth LLC | 1,241,101 | $1,402 萬 | 6.79% | +22,295+1.8% | 加碼 |
| Beach Point Capital Management LP | 1,111,559 | $1,256 萬 | 4.96% | +1,111,559 | 新進 |
| Two Sigma Investments, LP | 883,261 | $998.1 萬 | 0.01% | +143,177+19.3% | 加碼 |
| Russell Investments Group, Ltd. | 720,718 | $814.4 萬 | 0.01% | +480,263+199.7% | 加碼 |
| Legal & General Group Plc | 685,013 | $775.4 萬 | 0.00% | +68,337+11.1% | 加碼 |
| Royal Bank of Canada | 479,660 | $542.0 萬 | 0.00% | +18,217+3.9% | 加碼 |
| Raymond James Financial Inc | 424,023 | $479.1 萬 | 0.00% | +26,836+6.8% | 加碼 |
| BlackRock, Inc. | 341,857 | $386.3 萬 | 0.00% | −88,782−20.6% | 減碼 |
| Citadel Advisors LLC | 341,616 | $386.0 萬 | 0.00% | +305,918+857.0% | 加碼 |
| Castlekeep Investment Advisors LLC | 336,586 | $380.3 萬 | 2.06% | +16,090+5.0% | 加碼 |
| Muzinich & Co., Inc. | 333,559 | $376.9 萬 | 1.32% | +990+0.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 310,875 | $351.3 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 308,187 | $348.3 萬 | 0.00% | +127,013+70.1% | 加碼 |
| United Advisor Group, LLC | 285,643 | $322.8 萬 | 0.40% | +61,203+27.3% | 加碼 |
| Arnhold LLC | 282,345 | $319.0 萬 | 0.23% | +72,500+34.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 240,928 | $272.2 萬 | 0.03% | −16,734−6.5% | 減碼 |
| Advisor Group Holdings, Inc. | 235,554 | $266.2 萬 | 0.00% | +57,810+32.5% | 加碼 |
| Wells Fargo & Company | 231,068 | $261.1 萬 | 0.00% | +61,462+36.2% | 加碼 |
| Old Port Advisors | 212,288 | $239.9 萬 | 0.55% | +47,419+28.8% | 加碼 |
| Toronto Dominion Bank | 207,000 | $233.9 萬 | 0.00% | 00.0% | 不變 |
| Colony Group, LLC | 199,908 | $225.9 萬 | 0.00% | −15,660−7.3% | 減碼 |
| Triad Investment Management | 197,330 | $223.0 萬 | 2.63% | −3,523−1.8% | 減碼 |
| Loomis Sayles & Co L P | 176,666 | $199.6 萬 | 0.00% | 00.0% | 不變 |
| Michelson Medical Research Foundation, Inc. | 170,100 | $192.2 萬 | 1.95% | +170,100 | 新進 |
| Naviter Wealth, LLC | 166,080 | $187.7 萬 | 0.23% | +41,607+33.4% | 加碼 |
| Plan Group Financial, LLC | 161,006 | $181.9 萬 | 0.43% | +31,050+23.9% | 加碼 |
| Fiduciary Financial Group, LLC | 154,044 | $174.1 萬 | 0.23% | +31,221+25.4% | 加碼 |
| Centaurus Financial, Inc. | 149,810 | $169.3 萬 | 0.08% | +15,941+11.9% | 加碼 |
| Independent Advisor Alliance | 149,642 | $169.1 萬 | 0.02% | −2,347−1.5% | 減碼 |
| Lazard Asset Management LLC | 143,561 | $162.2 萬 | 0.00% | −4,775−3.2% | 減碼 |
| LSV Asset Management | 139,966 | $158.2 萬 | 0.00% | 00.0% | 不變 |
| Cerberus Capital Management, L.P. | 135,000 | $152.6 萬 | 0.06% | +135,000 | 新進 |
| DnB Asset Management AS | 133,418 | $150.9 萬 | 0.01% | 00.0% | 不變 |
| Carnegie Lake Advisors LLC | 131,340 | $148.4 萬 | 0.59% | −198−0.2% | 減碼 |
| Sbe LLC Dba Cedar Cove Wealth Partners | 126,321 | $142.7 萬 | 0.75% | +16,577+15.1% | 加碼 |
| Lido Advisors, LLC | 116,878 | $132.1 萬 | 0.01% | −354−0.3% | 減碼 |
| Bank of America Corp | 116,068 | $131.2 萬 | 0.00% | +21,464+22.7% | 加碼 |
| State Street Corp | 107,832 | $121.9 萬 | 0.00% | +7,483+7.5% | 加碼 |
| Confluence Investment Management LLC | 106,851 | $120.7 萬 | 0.02% | −9,361−8.1% | 減碼 |
| LPL Financial LLC | 103,079 | $116.5 萬 | 0.00% | −59,739−36.7% | 減碼 |
| Denali Advisors LLC | 96,350 | $108.9 萬 | 0.12% | −781−0.8% | 減碼 |
| Susquehanna International Group, LLP | 95,389 | $107.8 萬 | 0.00% | −70,734−42.6% | 減碼 |
| TT Capital Management LLC | 89,746 | $101.4 萬 | 0.84% | −6,196−6.5% | 減碼 |
| Balyasny Asset Management LLC | 82,742 | $93.5 萬 | 0.00% | +67,854+455.8% | 加碼 |
| Trexquant Investment LP | 81,387 | $92.0 萬 | 0.01% | +81,387 | 新進 |
| Squarepoint Ops LLC | 78,200 | $88.4 萬 | 0.00% | +29,864+61.8% | 加碼 |
| Green Square Capital Advisors LLC | 70,537 | $79.7 萬 | 0.08% | +28,602+68.2% | 加碼 |
| Wealthedge Investment Advisors, LLC | 68,037 | $76.9 萬 | 0.28% | +56,578+493.7% | 加碼 |
| Commonwealth Equity Services, LLC | 65,442 | $73.9 萬 | 0.00% | −1,690−2.5% | 減碼 |
| Ronald Blue Trust, Inc. | 64,854 | $73.3 萬 | 0.01% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 64,582 | $73.0 萬 | 0.20% | +103+0.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 59,217 | $66.9 萬 | 0.04% | −102,879−63.5% | 減碼 |
| GWM Advisors LLC | 58,005 | $65.5 萬 | 0.00% | +30,257+109.0% | 加碼 |
| Sound Income Strategies, LLC | 53,995 | $60.4 萬 | 0.03% | +4,535+9.2% | 加碼 |
| Avaii Wealth Management, LLC | 51,170 | $57.8 萬 | 0.20% | +5,587+12.3% | 加碼 |
| Invesco Ltd. | 50,938 | $57.6 萬 | 0.00% | −4,438−8.0% | 減碼 |
| XTX Topco Ltd | 50,534 | $57.1 萬 | 0.01% | −85,334−62.8% | 減碼 |
| Creative Planning | 49,887 | $56.4 萬 | 0.00% | −3,282−6.2% | 減碼 |
| Equitable Holdings, Inc. | 42,163 | $53.7 萬 | 0.00% | +42,163 | 新進 |
| Rockefeller Capital Management L.P. | 45,972 | $51.9 萬 | 0.00% | +21,279+86.2% | 加碼 |
| Northern Trust Corp | 44,055 | $49.8 萬 | 0.00% | −35,507−44.6% | 減碼 |
| Cornerstone Advisory, LLC | 43,702 | $49.4 萬 | 0.05% | +844+2.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 43,114 | $48.7 萬 | 0.00% | −50,306−53.8% | 減碼 |
| Brevan Howard Capital Management LP | 41,347 | $46.7 萬 | 0.00% | −1,612−3.8% | 減碼 |
| NewGen Asset Management Ltd | 40,500 | $45.8 萬 | 0.28% | +40,500 | 新進 |
| Advisors Asset Management, Inc. | 39,902 | $45.1 萬 | 0.01% | −1,780−4.3% | 減碼 |
| Cresset Asset Management, LLC | 39,643 | $44.8 萬 | 0.00% | +100.0% | 加碼 |
| Significant Wealth Partners LLC | 38,276 | $43.3 萬 | 0.53% | +38,276 | 新進 |
| DRW Securities, LLC | 38,092 | $43.0 萬 | 0.02% | +38,092 | 新進 |
| Winton Group Ltd | 36,516 | $41.3 萬 | 0.01% | +20,216+124.0% | 加碼 |
| Valeo Financial Advisors, LLC | 35,833 | $40.5 萬 | 0.01% | +20,285+130.5% | 加碼 |
| Toroso Investments, LLC | 35,793 | $40.4 萬 | 0.00% | +35,793 | 新進 |
| AQR Capital Management LLC | 35,672 | $40.3 萬 | 0.00% | +1,734+5.1% | 加碼 |
| Jackson Thornton Asset Management, LLC | 33,356 | $39.9 萬 | 0.04% | −582−1.7% | 減碼 |
| AlTi Global, Inc. | 35,210 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 35,014 | $39.6 萬 | 0.00% | −4,485−11.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 33,989 | $38.4 萬 | 0.03% | −300−0.9% | 減碼 |
| Janney Montgomery Scott LLC | 33,574 | $37.9 萬 | 0.00% | −53−0.2% | 減碼 |
| Summit Financial, LLC | 32,544 | $36.8 萬 | 0.00% | −7,579−18.9% | 減碼 |
| Cetera Investment Advisers | 30,110 | $34.0 萬 | 0.00% | +706+2.4% | 加碼 |
| Cerity Partners LLC | 29,813 | $33.7 萬 | 0.00% | +29,813 | 新進 |
| Sovran Advisors, LLC | 26,378 | $33.3 萬 | 0.03% | −11,970−31.2% | 減碼 |
| TrueMark Investments, LLC | 29,133 | $32.9 萬 | 0.06% | −54,211−65.0% | 減碼 |
| BTG Pactual Asset Management US LLC | 28,466 | $32.2 萬 | 0.03% | +28,466 | 新進 |
| Millennium Management LLC | 27,724 | $31.3 萬 | 0.00% | −64,055−69.8% | 減碼 |
| Stifel Financial Corp | 26,293 | $29.7 萬 | 0.00% | −9,372−26.3% | 減碼 |
| Brown Advisory Inc | 26,169 | $29.6 萬 | 0.00% | −9,219−26.1% | 減碼 |
| Clearstead Advisors, LLC | 25,797 | $29.2 萬 | 0.00% | +9,296+56.3% | 加碼 |
| Next Level Private LLC | 25,721 | $29.1 萬 | 0.07% | +25,721 | 新進 |
| Bluefin Capital Management, LLC | 25,500 | $28.8 萬 | 0.28% | −100−0.4% | 減碼 |