OAKTREE SPECIALTY LENDING CO OCSL
$12.20
+0.4% 52w: $10.40 – $12.96
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data10.4011.6812.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
185
-18 QoQ
13F value
$407.7M
-10.4% QoQ
Smart-money holders
13
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
2.8×
$1.5M calls / $538K puts
Institutional value by quarter
Number of holders
Who owns OCSL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | Other | 3.7M | $42.1M | 1.2% | +14.2% |
| MORGAN STANLEY | Bank broker | 2.6M | $28.9M | 0.0% | -13.4% |
| BRUNI J V & CO /CO ★3 | Fundamental concentrated | 2.5M | $28.2M | 2.9% | +0.1% |
| ARES MANAGEMENT LLC ★3 | Fundamental concentrated | 2.1M | $23.7M | 1.6% | +8.6% |
| Generali Asset Management SPA SGR | Other | 2.1M | $23.6M | 0.5% | Held |
| OAKTREE CAPITAL MANAGEMENT LP ★3 | Fundamental concentrated | 1.9M | $20.9M | 0.5% | Held |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 1.7M | $19.3M | 0.0% | -20.9% |
| Claret Asset Management Corp | Other | 1.7M | $18.9M | 2.3% | +0.5% |
| UBS Group AG | Bank broker | 1.4M | $15.5M | 0.0% | +2.7% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Other | 1.3M | $14.5M | 0.7% | +1.0% |
| Melia Wealth LLC | Other | 1.2M | $14.0M | 6.8% | +1.8% |
| Beach Point Capital Management LP ★3 | Fundamental concentrated | 1.1M | $12.6M | 5.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 883.3K | $10.0M | 0.0% | +19.3% |
| Russell Investments Group, Ltd. | Diversified mechanical | 720.7K | $8.1M | 0.0% | +199.7% |
| Legal & General Group Plc | Diversified mechanical | 685.0K | $7.8M | 0.0% | +11.1% |
| ROYAL BANK OF CANADA | Bank broker | 479.7K | $5.4M | 0.0% | +3.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 424.0K | $4.8M | 0.0% | +6.8% |
| BlackRock, Inc. | Index provider | 341.9K | $3.9M | 0.0% | -20.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 341.6K | $3.9M | 0.0% | +857.0% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | Wealth advisor | 336.6K | $3.8M | 2.1% | +5.0% |
| Muzinich & Co., Inc. ★3 | Fundamental concentrated | 333.6K | $3.8M | 1.3% | +0.3% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 310.9K | $3.5M | 0.0% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 308.2K | $3.5M | 0.0% | +70.1% |
| United Advisor Group, LLC | Wealth advisor | 285.6K | $3.2M | 0.4% | +27.3% |
| Arnhold LLC ★2 | Fundamental diversified | 282.3K | $3.2M | 0.2% | +34.5% |
| BI Asset Management Fondsmaeglerselskab A/S | Other | 240.9K | $2.7M | 0.0% | -6.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 235.6K | $2.7M | 0.0% | +32.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 231.1K | $2.6M | 0.0% | +36.2% |
| Old Port Advisors | Other | 212.3K | $2.4M | 0.6% | +28.8% |
| TORONTO DOMINION BANK | Bank broker | 207.0K | $2.3M | 0.0% | Held |
| Focus Partners Wealth | Wealth advisor | 199.9K | $2.3M | 0.0% | -7.3% |
| Triad Investment Management ★3 | Fundamental concentrated | 197.3K | $2.2M | 2.6% | -1.8% |
| LOOMIS SAYLES & CO L P | Other | 176.7K | $2.0M | 0.0% | Held |
| Michelson Medical Research Foundation, Inc. | Wealth advisor | 170.1K | $1.9M | 2.0% | New |
| Naviter Wealth, LLC | Other | 166.1K | $1.9M | 0.2% | +33.4% |
| Plan Group Financial, LLC | Wealth advisor | 161.0K | $1.8M | 0.4% | +23.9% |
| FIDUCIARY FINANCIAL GROUP, LLC | Wealth advisor | 154.0K | $1.7M | 0.2% | +25.4% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 149.8K | $1.7M | 0.1% | +11.9% |
| Independent Advisor Alliance | Wealth advisor | 149.6K | $1.7M | 0.0% | -1.5% |
| LAZARD ASSET MANAGEMENT LLC | Diversified mechanical | 143.6K | $1.6M | 0.0% | -3.2% |
| LSV ASSET MANAGEMENT | Other | 140.0K | $1.6M | 0.0% | Held |
| Cerberus Capital Management, L.P. ★2 | Fundamental diversified | 135.0K | $1.5M | 0.1% | New |
| DNB Asset Management AS | Other | 133.4K | $1.5M | 0.0% | Held |
| Carnegie Lake Advisors LLC ★2 | Fundamental diversified | 131.3K | $1.5M | 0.6% | -0.2% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | Wealth advisor | 126.3K | $1.4M | 0.7% | +15.1% |
| Lido Advisors, LLC | Wealth advisor | 116.9K | $1.3M | 0.0% | -0.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 116.1K | $1.3M | 0.0% | +22.7% |
| STATE STREET CORP | Index provider | 107.8K | $1.2M | 0.0% | +7.5% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 106.9K | $1.2M | 0.0% | -8.1% |
| LPL Financial LLC | Bank broker | 103.1K | $1.2M | 0.0% | -36.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.