OAKTREE SPECIALTY LENDING CO (OCSL) Top Institutional Shareholders
OAKTREE SPECIALTY LENDING CO (OCSL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $380.86M in OCSL holdings during the latest filing period.
Private Management Group Inc is currently the largest disclosed institutional shareholder of OCSL tracked by InsiderSet, reporting ownership valued at approximately $42.05M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.06M, representing an estimated gain of +2.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed OCSL value among the investors covered in this analysis. Major shareholders include Private Management Group Inc, Morgan Stanley, Bruni J V & Co, and several other long-term asset managers with concentrated positions in OAKTREE SPECIALTY LENDING CO (OCSL).
This page ranks the largest institutional OCSL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
183
Total Reported Value
$380.86M
Largest Holder
Private Management Group Inc
Largest Position
$42.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
184
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Private Management Group Inc | 1.21% | 3,721,494 | $42,052,882 | $43,057,686 | +$1,004,804 | +2.39% | |
| Morgan Stanley | 0.00% | 2,561,804 | $28,948,395 | $29,640,072 | +$691,677 | +2.39% | |
| Bruni J V & Co | 2.95% | 2,497,874 | $28,225,976 | $28,900,402 | +$674,426 | +2.39% | |
| Ares Management Llc | 1.56% | 2,099,305 | $23,722,146 | $24,288,959 | +$566,813 | +2.39% | |
| Generali Asset Management Spa Sgr | 0.49% | 2,087,981 | $23,594,185 | $24,157,940 | +$563,755 | +2.39% | |
| Oaktree Capital Management | Howard Marks | 0.37% | 1,852,456 | $20,932,752 | $21,432,916 | +$500,164 | +2.39% |
| Ubs Group Ag | 0.00% | 1,369,745 | $15,478,118 | $15,847,950 | +$369,832 | +2.39% | |
| Rivernorth Capital Management, Llc | 0.72% | 1,279,906 | $14,462,938 | $14,808,512 | +$345,574 | +2.39% | |
| Panoramic Investment Advisors, Llc | 6.79% | 1,241,204 | $14,025,608 | $14,360,730 | +$335,122 | +2.39% | |
| Melia Wealth Llc | 6.79% | 1,241,101 | $14,024,444 | $14,359,539 | +$335,095 | +2.39% | |
| Beach Point Capital Management Lp | 4.96% | 1,111,559 | $12,560,617 | $12,860,738 | +$300,121 | +2.39% | |
| Two Sigma Investments, Lp | 0.01% | 883,261 | $9,980,849 | $10,219,330 | +$238,481 | +2.39% | |
| Russell Investments Group, Ltd. | 0.01% | 720,718 | $8,144,113 | $8,338,707 | +$194,594 | +2.39% | |
| Legal & General Group Plc | 0.00% | 685,013 | $7,754,348 | $7,925,600 | +$171,252 | +2.21% | |
| Triad Investment Management | 2.57% | 599,036 | $6,982,008 | $6,930,847 | -$51,161 | -0.73% | |
| Royal Bank Of Canada | 0.00% | 479,660 | $5,420,000 | $5,549,666 | +$129,666 | +2.39% | |
| Raymond James Financial Inc | 0.00% | 424,023 | $4,791,468 | $4,905,946 | +$114,478 | +2.39% | |
| Blackrock, Inc. | 0.00% | 341,857 | $3,862,984 | $3,955,285 | +$92,301 | +2.39% | |
| Citadel Advisors Llc | 0.00% | 341,616 | $3,860,261 | $3,952,497 | +$92,236 | +2.39% | |
| Castlekeep Investment Advisors Llc | 2.06% | 336,586 | $3,803,421 | $3,894,300 | +$90,879 | +2.39% | |
| Muzinich & Co., Inc. | 1.32% | 333,559 | $3,769,222 | $3,859,278 | +$90,056 | +2.39% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 310,875 | $3,512,888 | $3,596,824 | +$83,936 | +2.39% | |
| Hightower Advisors, Llc | 0.00% | 308,187 | $3,482,516 | $3,565,724 | +$83,208 | +2.39% | |
| United Advisor Group, Llc | 0.40% | 285,643 | $3,227,766 | $3,304,890 | +$77,124 | +2.39% | |
| Arnhold Llc | 0.23% | 282,345 | $3,190,498 | $3,266,732 | +$76,234 | +2.39% | |
| Osaic Holdings, Inc. | 0.00% | 235,554 | $2,661,943 | $2,725,360 | +$63,417 | +2.38% | |
| Wells Fargo & Company/Mn | 0.00% | 231,068 | $2,611,071 | $2,673,457 | +$62,386 | +2.39% | |
| Old Port Advisors | 0.55% | 212,288 | $2,398,852 | $2,456,172 | +$57,320 | +2.39% | |
| Toronto Dominion Bank | 0.00% | 207,000 | $2,339,100 | $2,394,990 | +$55,890 | +2.39% | |
| Focus Partners Wealth | 0.00% | 199,908 | $2,258,971 | $2,312,936 | +$53,965 | +2.39% | |
| Loomis Sayles & Co L P | 0.00% | 176,666 | $1,996,326 | $2,044,026 | +$47,700 | +2.39% | |
| Michelson Medical Research Foundation, Inc. | 1.95% | 170,100 | $1,922,130 | $1,968,057 | +$45,927 | +2.39% | |
| Naviter Wealth, Llc | 0.23% | 166,080 | $1,876,705 | $1,921,546 | +$44,841 | +2.39% | |
| Plan Group Financial, Llc | 0.43% | 161,006 | $1,819,367 | $1,862,839 | +$43,472 | +2.39% | |
| Fiduciary Financial Group, Llc | 0.23% | 154,044 | $1,740,697 | $1,782,289 | +$41,592 | +2.39% | |
| Independent Advisor Alliance | 0.02% | 149,642 | $1,690,958 | $1,731,358 | +$40,400 | +2.39% | |
| Lazard Asset Management Llc | 0.00% | 143,561 | $1,622,239 | $1,661,001 | +$38,762 | +2.39% | |
| Cerberus Capital Management, L.P. | 0.06% | 135,000 | $1,525,500 | $1,561,950 | +$36,450 | +2.39% | |
| Dnb Asset Management As | 0.01% | 133,418 | $1,508,958 | $1,543,646 | +$34,688 | +2.30% | |
| Carnegie Lake Advisors Llc | 0.59% | 131,340 | $1,484,152 | $1,519,604 | +$35,452 | +2.39% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 0.75% | 126,321 | $1,427,428 | $1,461,534 | +$34,106 | +2.39% | |
| Lido Advisors, Llc | 0.01% | 116,878 | $1,320,723 | $1,352,278 | +$31,555 | +2.39% | |
| Bank Of America Corp | 0.00% | 116,068 | $1,311,568 | $1,342,907 | +$31,339 | +2.39% | |
| State Street Corp | 0.00% | 107,832 | $1,218,502 | $1,247,616 | +$29,114 | +2.39% | |
| Confluence Investment Management Llc | 0.02% | 106,851 | $1,207,416 | $1,236,266 | +$28,850 | +2.39% | |
| Lpl Financial Llc | 0.00% | 103,079 | $1,164,788 | $1,192,624 | +$27,836 | +2.39% | |
| Denali Advisors Llc | 0.12% | 96,350 | $1,088,752 | $1,114,770 | +$26,018 | +2.39% | |
| Susquehanna International Group, Llp | 0.00% | 95,389 | $1,077,896 | $1,103,651 | +$25,755 | +2.39% | |
| Tt Capital Management Llc | 0.84% | 89,746 | $1,014,125 | $1,038,361 | +$24,236 | +2.39% | |
| Balyasny Asset Management L.P. | 0.00% | 82,742 | $934,985 | $957,325 | +$22,340 | +2.39% |
Frequently asked questions about OCSL
Who owns the most OCSL stock?
The largest holders of OCSL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OAKTREE SPECIALTY LENDING CO (OCSL).
Is OCSL widely held by superinvestors?
Many widely followed stocks like OCSL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OCSL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.