Who owns Oaktree Specialty Lending (OCSL)
Which tracked institutional funds hold OCSL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OCSL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
32 tracked funds added or opened OCSL while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OCSL’s largest tracked holder by dollar value, OAKTREE CAPITAL MANAGEMENT LP, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OCSL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 156 tracked filers holding OCSL, 76 increased or opened the position and 96 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OCSL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Palliser Capital (UK) Ltd$3M
- Callodine Capital Management, LP$1M
- SCOTIA CAPITAL INC.$955K
Full exits 10
- Claret Asset Management Corp$19M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$14M
- PANORAMIC INVESTMENT ADVISORS, LLC$14M
- HighTower Advisors, LLC$3M
- BI Asset Management Fondsmaeglerselskab A/S$3M
- CENTAURUS FINANCIAL, INC.$2M
Largest adds
- OAKTREE CAPITAL MANAGEMENT LP$73M
- ROYAL BANK OF CANADA$29M
- UBS Group AG$9M
- VAN ECK ASSOCIATES CORP$7M
- Russell Investments Group, Ltd.$4M
- PRIVATE MANAGEMENT GROUP INC$4M
Largest trims
- Beach Point Capital Management LP$7M
- Triad Investment Management$6M
- TWO SIGMA INVESTMENTS, LP$6M
- Melia Wealth LLC$5M
- Focus Partners Wealth$2M
- CITADEL ADVISORS LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT LP added | 7,872,199 | $94M | 19.7% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC added | 3,869,484 | $46M | 9.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,924,437 | $35M | 7.3% | 2026-Q2 |
| BRUNI J V & CO /CO trimmed | 2,474,804 | $30M | 6.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,401,489 | $29M | 6.0% | 2026-Q2 |
| ARES MANAGEMENT LLC added | 2,204,305 | $26M | 5.5% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 2,195,651 | $26M | 5.5% | 2026-Q2 |
| Generali Asset Management SPA SGR trimmed | 2,080,867 | $25M | 5.2% | 2026-Q2 |
| UBS Group AG added | 2,080,105 | $25M | 5.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,054,187 | $13M | 2.6% | 2026-Q2 |
| Legal & General Group Plc added | 752,396 | $9M | 1.9% | 2026-Q2 |
| Melia Wealth LLC trimmed | 729,243 | $9M | 1.8% | 2026-Q2 |
| Beach Point Capital Management LP trimmed | 453,524 | $5M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 450,265 | $5M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 366,890 | $4M | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 340,283 | $4M | 0.8% | 2026-Q2 |
| Muzinich & Co., Inc. added | 334,737 | $4M | 0.8% | 2026-Q2 |
| BlackRock, Inc. trimmed | 333,996 | $4M | 0.8% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. | 310,875 | $4M | 0.8% | 2026-Q2 |
| Arnhold LLC added | 297,345 | $4M | 0.7% | 2026-Q2 |
| United Advisor Group, LLC added | 293,056 | $3M | 0.7% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC trimmed | 289,711 | $3M | 0.7% | 2026-Q2 |
| Palliser Capital (UK) Ltd new | 270,993 | $3M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 247,801 | $3M | 0.6% | 2026-Q2 |
| Old Port Advisors added | 247,537 | $3M | 0.6% | 2026-Q2 |
| Trexquant Investment LP added | 229,236 | $3M | 0.6% | 2026-Q2 |
| Naviter Wealth, LLC added | 208,294 | $2M | 0.5% | 2026-Q2 |
| Plan Group Financial, LLC added | 202,342 | $2M | 0.5% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 185,270 | $2M | 0.5% | 2026-Q2 |
| LOOMIS SAYLES & CO L P | 176,666 | $2M | 0.4% | 2026-Q2 |
| Michelson Medical Research Foundation, Inc. | 170,100 | $2M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC added | 156,076 | $2M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 155,865 | $2M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 150,251 | $2M | 0.4% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 138,738 | $2M | 0.3% | 2026-Q2 |
| Cerberus Capital Management, L.P. | 135,000 | $2M | 0.3% | 2026-Q2 |
| Carnegie Lake Advisors LLC trimmed | 130,348 | $2M | 0.3% | 2026-Q2 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 129,925 | $2M | 0.3% | 2026-Q2 |
| STATE STREET CORP added | 127,068 | $2M | 0.3% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 112,168 | $1M | 0.3% | 2026-Q2 |
| DNB Asset Management AS trimmed | 111,984 | $1M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 110,316 | $1M | 0.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 105,926 | $1M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 100,279 | $1M | 0.3% | 2026-Q2 |
| Callodine Capital Management, LP new | 100,000 | $1M | 0.2% | 2026-Q2 |
| TT Capital Management LLC added | 91,982 | $1M | 0.2% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 91,463 | $1M | 0.2% | 2026-Q2 |
| Triad Investment Management trimmed | 88,563 | $1M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 87,385 | $1M | 0.2% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 84,506 | $1M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. new | 80,000 | $955K | 0.2% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 77,651 | $927K | 0.2% | 2026-Q2 |
| NewGen Asset Management Ltd added | 73,819 | $881K | 0.2% | 2026-Q2 |
| STEEL GROVE CAPITAL ADVISORS, LLC added | 70,563 | $843K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 65,078 | $777K | 0.2% | 2026-Q2 |
| Blue Trust, Inc. | 64,854 | $774K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 62,480 | $746K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 61,616 | $736K | 0.2% | 2026-Q2 |
| Sound Income Strategies, LLC added | 60,244 | $719K | 0.2% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC added | 51,523 | $615K | 0.1% | 2026-Q2 |
| Creative Planning added | 50,048 | $598K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC added | 46,996 | $561K | 0.1% | 2026-Q2 |
| Virtus Investment Advisers, LLC trimmed | 46,824 | $559K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 46,756 | $558K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 43,051 | $514K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 42,375 | $506K | 0.1% | 2026-Q2 |
| Texas Capital Bank Wealth Management Services Inc trimmed | 40,835 | $488K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 39,652 | $473K | 0.1% | 2026-Q2 |
| Significant Wealth Partners LLC added | 38,933 | $465K | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 37,660 | $450K | 0.1% | 2026-Q2 |
| AlTi Global, Inc. | 35,210 | $420K | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 34,308 | $410K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 31,042 | $371K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 31,026 | $370K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 30,556 | $365K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 29,881 | $357K | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 29,173 | $350K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 27,869 | $333K | 0.1% | 2026-Q2 |
| Valeo Financial Advisors, LLC trimmed | 27,500 | $328K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 26,169 | $312K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 25,567 | $305K | 0.1% | 2026-Q2 |
| Cornerstone Advisory, LLC trimmed | 24,911 | $297K | 0.1% | 2026-Q2 |
| VARCOV Co. trimmed | 23,393 | $279K | 0.1% | 2026-Q2 |
| BFSG, LLC added | 22,431 | $268K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 22,151 | $264K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 21,150 | $253K | 0.1% | 2026-Q2 |
| Kaizen Financial Strategies new | 21,100 | $256K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 20,604 | $247K | 0.1% | 2026-Q2 |
| Generali Investments CEE, investicni spolecnost, a.s. | 20,046 | $239K | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 19,329 | $231K | 0.0% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 19,182 | $229K | 0.0% | 2026-Q2 |
| Sunbeam Capital Management, LLC | 19,085 | $228K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,468 | $221K | 0.0% | 2026-Q2 |
| BTG Pactual Asset Management US LLC trimmed | 18,306 | $219K | 0.0% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 18,260 | $218K | 0.0% | 2026-Q2 |
| Black Maple Capital Management LP added | 17,500 | $209K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 17,250 | $206K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 17,066 | $204K | 0.0% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 16,710 | $200K | 0.0% | 2026-Q2 |
| HB Wealth Management, LLC new | 16,657 | $199K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.