OCSL · Company research
Oaktree Specialty Lending Corporation (OCSL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22151 | 264486 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 23 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 466 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110316 | 1317176 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Strategic Wealth Partners, Ltd. | 1720777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2989 | 35689 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewGen Asset Management Ltd | 1845012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73819 | 881399 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10545 | 125907 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9861 | 117740 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16710 | 199517 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18624 | 222375 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 456 | 5445 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1752133 | 20920468 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tortuga Wealth Management, Inc | 2118051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16282 | 194414 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Virtus Investment Advisers, LLC | 19481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46824 | 559079 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kaizen Financial Strategies | 1842013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21100 | 256365 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3300 | 40095 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34308 | 409638 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Beach Point Capital Management LP | 1453885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 453524 | 5415077 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 461 | 5507 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Generali Asset Management SPA SGR | 2046751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2080867 | 24845552 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62599 | 747432 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Cerberus Capital Management, L.P. | 1525907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135000 | 1611900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 310875 | 3711848 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39652 | 473441 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRUNI J V & CO /CO | 1078841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2474804 | 29549160 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Sound Income Strategies, LLC | 1730960 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60244 | 719313 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| BI Asset Management Fondsmaeglerselskab A/S | 1778131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49487 | 591 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VARCOV Co. | 2078837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23393 | 279312 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mountain Hill Investment Partners Corp. | 2055557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 431 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AlTi Global, Inc. | 1838615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35210 | 420407 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 188588 | 2251744 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10796 | 128906 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100279 | 1197331 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MRP Capital Investments, LLC | 1964831 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 498 | 5947 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VPR Management LLC | 1894203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16062 | 191780 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HB Wealth Management, LLC | 1911253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16657 | 198892 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| HORAN Wealth, LLC | 2072569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11757 | 140379 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Old Port Advisors | 1744348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 247537 | 2955597 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111984 | 1337089 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Equitable Holdings, Inc. | 1333986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42375 | 505958 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129 | 1540 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CENTAURUS FINANCIAL, INC. | 891943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159125 | 1900 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Melia Wealth LLC | 1964047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 729243 | 8707158 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| FAS Wealth Partners, Inc. | 1596957 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14129 | 168701 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31925 | 381185 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PFS Partners, LLC | 2002654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1936 | 23116 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Register Financial Advisors LLC | 1962636 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 59700 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Community Bank, N.A. | 1632187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 730 | 8716 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2691 | 32131 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77651 | 927153 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186841 | 2230879 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 17910 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156076 | 1863552 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 7 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BFSG, LLC | 1706836 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22431 | 267827 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16700 | 199398 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Triad Investment Management | 1615717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88563 | 1057443 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19182 | 229033 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STEEL GROVE CAPITAL ADVISORS, LLC | 1166308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70563 | 842522 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14050 | 167758 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1903880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32714 | 390605 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Geneos Wealth Management Inc. | 1764754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 11940 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| VAN ECK ASSOCIATES CORP | 869178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1778712 | 21237821 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15923 | 190121 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 501 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139966 | 1671 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 754 | 9003 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Naviter Wealth, LLC | 1855567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208294 | 2487035 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105200 | 1256088 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1900 | 22686 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| TT Capital Management LLC | 2056338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91982 | 1098267 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27869 | 332756 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Callodine Capital Management, LP | 1741675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 1194000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 12 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340283 | 4062979 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17066 | 203764 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Essex Financial Services, Inc. | 1315785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12541 | 149741 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| AVAII WEALTH MANAGEMENT, LLC | 1904431 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51523 | 615182 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Summit Financial, LLC | 1765536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31042 | 370641 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11216 | 134 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.