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Institutional Ownership · SEC Form 13F

Who owns Oaktree Specialty Lending Corporation (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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

186
Institutional holders
38M
Shares held (tracked funds)
42.8%
Of shares outstanding

How the tape is positioned

22 tracked funds added or opened OCSL while 47 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, PRIVATE MANAGEMENT GROUP INC, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp 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 2025-Q4 and 2026-Q1, across 186 tracked filers holding OCSL, 95 increased or opened the position and 103 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 2025-Q4 and 2026-Q1 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 6

  • PANORAMIC INVESTMENT ADVISORS, LLC$14M
  • Beach Point Capital Management LP$13M
  • Michelson Medical Research Foundation, Inc.$2M
  • Cerberus Capital Management, L.P.$2M
  • Trexquant Investment LP$920K
  • Equitable Holdings, Inc.$537K

Full exits 13

  • SUMMIT SECURITIES GROUP LLC$5M
  • Wills Financial Group LLC$4M
  • JANE STREET GROUP, LLC$3M
  • Thrivent Financial for Lutherans$3M
  • ICON ADVISERS INC/CO$3M
  • TWO SIGMA ADVISERS, LP$3M

Largest adds

  • Russell Investments Group, Ltd.$5M
  • Triad Investment Management$4M
  • CITADEL ADVISORS LLC$3M
  • HighTower Advisors, LLC$1M
  • BALYASNY ASSET MANAGEMENT L.P.$745K
  • WEALTHEDGE INVESTMENT ADVISORS, LLC$623K

Largest trims

  • MORGAN STANLEY$9M
  • VAN ECK ASSOCIATES CORP$8M
  • BRUNI J V & CO /CO$4M
  • Generali Asset Management SPA SGR$3M
  • OAKTREE CAPITAL MANAGEMENT LP$3M
  • Claret Asset Management Corp$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
PRIVATE MANAGEMENT GROUP INC added3,721,494$42M9.2%2026-Q1
MORGAN STANLEY trimmed2,561,804$29M6.4%2026-Q1
BRUNI J V & CO /CO added2,497,874$28M6.2%2026-Q1
ARES MANAGEMENT LLC added2,099,305$24M5.2%2026-Q1
Generali Asset Management SPA SGR2,087,981$24M5.2%2026-Q1
OAKTREE CAPITAL MANAGEMENT LP1,852,456$21M4.6%2026-Q1
VAN ECK ASSOCIATES CORP trimmed1,703,581$19M4.2%2026-Q1
Claret Asset Management Corp added1,668,487$19M4.1%2026-Q1
UBS Group AG added1,369,745$15M3.4%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC added1,279,906$14M3.2%2026-Q1
PANORAMIC INVESTMENT ADVISORS, LLC new1,241,204$14M3.1%2026-Q1
Melia Wealth LLC added1,241,101$14M3.1%2026-Q1
Beach Point Capital Management LP new1,111,559$13M2.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added883,261$10M2.2%2026-Q1
Russell Investments Group, Ltd. added720,718$8M1.8%2026-Q1
Legal & General Group Plc added685,013$8M1.7%2026-Q1
Triad Investment Management added599,036$7M1.5%2026-Q1
ROYAL BANK OF CANADA added479,660$5M1.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added424,023$5M1.1%2026-Q1
BlackRock, Inc. trimmed341,857$4M0.8%2026-Q1
CITADEL ADVISORS LLC added341,616$4M0.8%2026-Q1
CASTLEKEEP INVESTMENT ADVISORS LLC added336,586$4M0.8%2026-Q1
Muzinich & Co., Inc. added333,559$4M0.8%2026-Q1
Sumitomo Mitsui Trust Group, Inc.310,875$4M0.8%2026-Q1
HighTower Advisors, LLC added308,187$3M0.8%2026-Q1
United Advisor Group, LLC added285,643$3M0.7%2026-Q1
Arnhold LLC added282,345$3M0.7%2026-Q1
BI Asset Management Fondsmaeglerselskab A/S trimmed240,928$3M0.6%2026-Q1
OSAIC HOLDINGS, INC. added235,554$3M0.6%2026-Q1
WELLS FARGO & COMPANY/MN added231,068$3M0.6%2026-Q1
Old Port Advisors added212,288$2M0.5%2026-Q1
TORONTO DOMINION BANK207,000$2M0.5%2026-Q1
Focus Partners Wealth trimmed199,908$2M0.5%2026-Q1
LOOMIS SAYLES & CO L P176,666$2M0.4%2026-Q1
Michelson Medical Research Foundation, Inc. new170,100$2M0.4%2026-Q1
Naviter Wealth, LLC added166,080$2M0.4%2026-Q1
Plan Group Financial, LLC added161,006$2M0.4%2026-Q1
FIDUCIARY FINANCIAL GROUP, LLC added154,044$2M0.4%2026-Q1
CENTAURUS FINANCIAL, INC. added149,810$2M0.4%2026-Q1
Independent Advisor Alliance trimmed149,642$2M0.4%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed143,561$2M0.4%2026-Q1
LSV ASSET MANAGEMENT139,966$2M0.3%2026-Q1
Cerberus Capital Management, L.P. new135,000$2M0.3%2026-Q1
DNB Asset Management AS133,418$2M0.3%2026-Q1
Carnegie Lake Advisors LLC trimmed131,340$1M0.3%2026-Q1
SBE LLC DBA CEDAR COVE WEALTH PARTNERS added126,321$1M0.3%2026-Q1
Lido Advisors, LLC trimmed116,878$1M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added116,068$1M0.3%2026-Q1
STATE STREET CORP added107,832$1M0.3%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed106,851$1M0.3%2026-Q1
LPL Financial LLC trimmed103,079$1M0.3%2026-Q1
DENALI ADVISORS LLC trimmed96,350$1M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed95,389$1M0.2%2026-Q1
TT Capital Management LLC trimmed89,746$1M0.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added82,742$935K0.2%2026-Q1
Trexquant Investment LP trimmed81,387$920K0.2%2026-Q1
Squarepoint Ops LLC added78,200$884K0.2%2026-Q1
STEEL GROVE CAPITAL ADVISORS, LLC added70,537$797K0.2%2026-Q1
WEALTHEDGE INVESTMENT ADVISORS, LLC added68,037$769K0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed65,442$739K0.2%2026-Q1
Blue Trust, Inc.64,854$733K0.2%2026-Q1
Virtus Investment Advisers, LLC added64,582$730K0.2%2026-Q1
Texas Capital Bank Wealth Management Services Inc trimmed59,217$669K0.1%2026-Q1
Sound Income Strategies, LLC added53,995$604K0.1%2026-Q1
AVAII WEALTH MANAGEMENT, LLC added51,170$578K0.1%2026-Q1
Invesco Ltd. trimmed50,938$576K0.1%2026-Q1
XTX Topco Ltd trimmed50,534$571K0.1%2026-Q1
Creative Planning trimmed49,887$564K0.1%2026-Q1
Equitable Holdings, Inc. new42,163$537K0.1%2026-Q1
Rockefeller Capital Management L.P. added45,972$519K0.1%2026-Q1
NORTHERN TRUST CORP trimmed44,055$498K0.1%2026-Q1
SUMMIT SECURITIES GROUP LLC new380,000$5M1.1%2025-Q4 stale
Wills Financial Group LLC added295,317$4M0.8%2025-Q4 stale
MANUFACTURERS LIFE INSURANCE COMPANY, THE259,793$4M0.8%2025-Q2 stale
JANE STREET GROUP, LLC added229,800$3M0.6%2025-Q4 stale
Thrivent Financial for Lutherans new228,990$3M0.6%2025-Q4 stale
ICON ADVISERS INC/CO added215,000$3M0.6%2025-Q4 stale
GraniteShares Advisors LLC added201,490$3M0.6%2025-Q3 stale
TWO SIGMA ADVISERS, LP added204,841$3M0.6%2025-Q4 stale
Rezny Wealth Management, Inc. trimmed187,957$3M0.6%2025-Q2 stale
Kovitz Investment Group Partners, LLC added178,375$2M0.5%2025-Q3 stale
BARCLAYS PLC trimmed105,766$2M0.4%2025-Q3 stale
Round Rock Advisors, LLC trimmed107,369$1M0.3%2025-Q2 stale
PINNACLE ASSOCIATES LTD trimmed99,587$1M0.3%2025-Q2 stale
FNY Investment Advisers, LLC added102,600$1M0.3%2025-Q4 stale
Samalin Investment Counsel, LLC added95,946$1M0.3%2025-Q3 stale
VARCOV Co. new80,024$1M0.2%2025-Q4 stale
CAXTON ASSOCIATES LLP added79,481$1M0.2%2025-Q4 stale
Quantbot Technologies LP added77,419$986K0.2%2025-Q4 stale
Gotham Asset Management, LLC added73,966$942K0.2%2025-Q4 stale
Arlington Capital Management, Inc. added68,855$941K0.2%2025-Q2 stale
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed54,600$839K0.2%2025-Q1 stale
Point72 Asset Management, L.P. added64,177$818K0.2%2025-Q4 stale
Financial Strategies Group, Inc. added55,428$799K0.2%2025-Q2 stale
Hennion & Walsh Asset Management, Inc. trimmed55,204$720K0.2%2025-Q3 stale
MARSHALL WACE, LLP added54,148$707K0.2%2025-Q3 stale
Beacon Pointe Advisors, LLC trimmed50,352$688K0.2%2025-Q2 stale
Bramshill Investments, LLC added43,855$559K0.1%2025-Q4 stale
Nordwand Advisors, LLC trimmed39,776$519K0.1%2025-Q3 stale
Mandatum Life Insurance Co Ltd trimmed37,714$515K0.1%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership