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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC added | 3,721,494 | $42M | 9.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,561,804 | $29M | 6.4% | 2026-Q1 |
| BRUNI J V & CO /CO added | 2,497,874 | $28M | 6.2% | 2026-Q1 |
| ARES MANAGEMENT LLC added | 2,099,305 | $24M | 5.2% | 2026-Q1 |
| Generali Asset Management SPA SGR | 2,087,981 | $24M | 5.2% | 2026-Q1 |
| OAKTREE CAPITAL MANAGEMENT LP | 1,852,456 | $21M | 4.6% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 1,703,581 | $19M | 4.2% | 2026-Q1 |
| Claret Asset Management Corp added | 1,668,487 | $19M | 4.1% | 2026-Q1 |
| UBS Group AG added | 1,369,745 | $15M | 3.4% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 1,279,906 | $14M | 3.2% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC new | 1,241,204 | $14M | 3.1% | 2026-Q1 |
| Melia Wealth LLC added | 1,241,101 | $14M | 3.1% | 2026-Q1 |
| Beach Point Capital Management LP new | 1,111,559 | $13M | 2.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 883,261 | $10M | 2.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 720,718 | $8M | 1.8% | 2026-Q1 |
| Legal & General Group Plc added | 685,013 | $8M | 1.7% | 2026-Q1 |
| Triad Investment Management added | 599,036 | $7M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 479,660 | $5M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 424,023 | $5M | 1.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 341,857 | $4M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 341,616 | $4M | 0.8% | 2026-Q1 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 336,586 | $4M | 0.8% | 2026-Q1 |
| Muzinich & Co., Inc. added | 333,559 | $4M | 0.8% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | 310,875 | $4M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 308,187 | $3M | 0.8% | 2026-Q1 |
| United Advisor Group, LLC added | 285,643 | $3M | 0.7% | 2026-Q1 |
| Arnhold LLC added | 282,345 | $3M | 0.7% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S trimmed | 240,928 | $3M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 235,554 | $3M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 231,068 | $3M | 0.6% | 2026-Q1 |
| Old Port Advisors added | 212,288 | $2M | 0.5% | 2026-Q1 |
| TORONTO DOMINION BANK | 207,000 | $2M | 0.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 199,908 | $2M | 0.5% | 2026-Q1 |
| LOOMIS SAYLES & CO L P | 176,666 | $2M | 0.4% | 2026-Q1 |
| Michelson Medical Research Foundation, Inc. new | 170,100 | $2M | 0.4% | 2026-Q1 |
| Naviter Wealth, LLC added | 166,080 | $2M | 0.4% | 2026-Q1 |
| Plan Group Financial, LLC added | 161,006 | $2M | 0.4% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 154,044 | $2M | 0.4% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 149,810 | $2M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 149,642 | $2M | 0.4% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 143,561 | $2M | 0.4% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 139,966 | $2M | 0.3% | 2026-Q1 |
| Cerberus Capital Management, L.P. new | 135,000 | $2M | 0.3% | 2026-Q1 |
| DNB Asset Management AS | 133,418 | $2M | 0.3% | 2026-Q1 |
| Carnegie Lake Advisors LLC trimmed | 131,340 | $1M | 0.3% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 126,321 | $1M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 116,878 | $1M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 116,068 | $1M | 0.3% | 2026-Q1 |
| STATE STREET CORP added | 107,832 | $1M | 0.3% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 106,851 | $1M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 103,079 | $1M | 0.3% | 2026-Q1 |
| DENALI ADVISORS LLC trimmed | 96,350 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 95,389 | $1M | 0.2% | 2026-Q1 |
| TT Capital Management LLC trimmed | 89,746 | $1M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 82,742 | $935K | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 81,387 | $920K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 78,200 | $884K | 0.2% | 2026-Q1 |
| STEEL GROVE CAPITAL ADVISORS, LLC added | 70,537 | $797K | 0.2% | 2026-Q1 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC added | 68,037 | $769K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 65,442 | $739K | 0.2% | 2026-Q1 |
| Blue Trust, Inc. | 64,854 | $733K | 0.2% | 2026-Q1 |
| Virtus Investment Advisers, LLC added | 64,582 | $730K | 0.2% | 2026-Q1 |
| Texas Capital Bank Wealth Management Services Inc trimmed | 59,217 | $669K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC added | 53,995 | $604K | 0.1% | 2026-Q1 |
| AVAII WEALTH MANAGEMENT, LLC added | 51,170 | $578K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 50,938 | $576K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 50,534 | $571K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 49,887 | $564K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. new | 42,163 | $537K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 45,972 | $519K | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 44,055 | $498K | 0.1% | 2026-Q1 |
| SUMMIT SECURITIES GROUP LLC new | 380,000 | $5M | 1.1% | 2025-Q4 stale |
| Wills Financial Group LLC added | 295,317 | $4M | 0.8% | 2025-Q4 stale |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 259,793 | $4M | 0.8% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 229,800 | $3M | 0.6% | 2025-Q4 stale |
| Thrivent Financial for Lutherans new | 228,990 | $3M | 0.6% | 2025-Q4 stale |
| ICON ADVISERS INC/CO added | 215,000 | $3M | 0.6% | 2025-Q4 stale |
| GraniteShares Advisors LLC added | 201,490 | $3M | 0.6% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 204,841 | $3M | 0.6% | 2025-Q4 stale |
| Rezny Wealth Management, Inc. trimmed | 187,957 | $3M | 0.6% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC added | 178,375 | $2M | 0.5% | 2025-Q3 stale |
| BARCLAYS PLC trimmed | 105,766 | $2M | 0.4% | 2025-Q3 stale |
| Round Rock Advisors, LLC trimmed | 107,369 | $1M | 0.3% | 2025-Q2 stale |
| PINNACLE ASSOCIATES LTD trimmed | 99,587 | $1M | 0.3% | 2025-Q2 stale |
| FNY Investment Advisers, LLC added | 102,600 | $1M | 0.3% | 2025-Q4 stale |
| Samalin Investment Counsel, LLC added | 95,946 | $1M | 0.3% | 2025-Q3 stale |
| VARCOV Co. new | 80,024 | $1M | 0.2% | 2025-Q4 stale |
| CAXTON ASSOCIATES LLP added | 79,481 | $1M | 0.2% | 2025-Q4 stale |
| Quantbot Technologies LP added | 77,419 | $986K | 0.2% | 2025-Q4 stale |
| Gotham Asset Management, LLC added | 73,966 | $942K | 0.2% | 2025-Q4 stale |
| Arlington Capital Management, Inc. added | 68,855 | $941K | 0.2% | 2025-Q2 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 54,600 | $839K | 0.2% | 2025-Q1 stale |
| Point72 Asset Management, L.P. added | 64,177 | $818K | 0.2% | 2025-Q4 stale |
| Financial Strategies Group, Inc. added | 55,428 | $799K | 0.2% | 2025-Q2 stale |
| Hennion & Walsh Asset Management, Inc. trimmed | 55,204 | $720K | 0.2% | 2025-Q3 stale |
| MARSHALL WACE, LLP added | 54,148 | $707K | 0.2% | 2025-Q3 stale |
| Beacon Pointe Advisors, LLC trimmed | 50,352 | $688K | 0.2% | 2025-Q2 stale |
| Bramshill Investments, LLC added | 43,855 | $559K | 0.1% | 2025-Q4 stale |
| Nordwand Advisors, LLC trimmed | 39,776 | $519K | 0.1% | 2025-Q3 stale |
| Mandatum Life Insurance Co Ltd trimmed | 37,714 | $515K | 0.1% | 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.
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.