OAKTREE SPECIALTY LENDING CO (OCSL) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $375.12M 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 $46.20M in its June 30, 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 $44.92M, representing an estimated loss of -2.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% 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
178
Total Reported Value
$375.12M
Largest Holder
Private Management Group Inc
Largest Position
$46.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
145
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 | 1.22% | 3,869,484 | $46,201,642 | $44,924,709 | -$1,276,933 | -2.76% | |
| Morgan Stanley | 0.00% | 2,561,804 | $28,948,395 | $29,742,544 | +$794,149 | +2.74% | |
| Bruni J V & Co | 2.95% | 2,497,874 | $28,225,976 | $29,000,317 | +$774,341 | +2.74% | |
| Generali Asset Management Spa Sgr | 0.45% | 2,080,867 | $24,845,552 | $24,158,866 | -$686,686 | -2.76% | |
| Ares Management Llc | 1.56% | 2,099,305 | $23,722,146 | $24,372,931 | +$650,785 | +2.74% | |
| Oaktree Capital Management | Howard Marks | 0.37% | 1,852,456 | $20,932,752 | $21,507,014 | +$574,262 | +2.74% |
| Ubs Group Ag | 0.00% | 1,369,745 | $15,478,118 | $15,902,739 | +$424,621 | +2.74% | |
| Rivernorth Capital Management, Llc | 0.72% | 1,279,906 | $14,462,938 | $14,859,709 | +$396,771 | +2.74% | |
| Panoramic Investment Advisors, Llc | 6.79% | 1,241,204 | $14,025,608 | $14,410,378 | +$384,770 | +2.74% | |
| Melia Wealth Llc | 6.79% | 1,241,101 | $14,024,444 | $14,409,183 | +$384,739 | +2.74% | |
| Two Sigma Investments, Lp | 0.01% | 883,261 | $9,980,849 | $10,254,660 | +$273,811 | +2.74% | |
| Russell Investments Group, Ltd. | 0.01% | 720,718 | $8,144,113 | $8,367,536 | +$223,423 | +2.74% | |
| Legal & General Group Plc | 0.00% | 685,013 | $7,754,348 | $7,953,001 | +$198,653 | +2.56% | |
| Royal Bank Of Canada | 0.00% | 479,660 | $5,420,000 | $5,568,853 | +$148,853 | +2.75% | |
| Beach Point Capital Management Lp | 2.11% | 453,524 | $5,415,077 | $5,265,414 | -$149,663 | -2.76% | |
| Raymond James Financial Inc | 0.00% | 424,023 | $4,791,468 | $4,922,907 | +$131,439 | +2.74% | |
| Muzinich & Co., Inc. | 1.37% | 334,737 | $3,996,765 | $3,886,297 | -$110,468 | -2.76% | |
| Blackrock, Inc. | 0.00% | 341,857 | $3,862,984 | $3,968,960 | +$105,976 | +2.74% | |
| Citadel Advisors Llc | 0.00% | 341,616 | $3,860,261 | $3,966,162 | +$105,901 | +2.74% | |
| Castlekeep Investment Advisors Llc | 2.06% | 336,586 | $3,803,421 | $3,907,763 | +$104,342 | +2.74% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 310,875 | $3,711,848 | $3,609,259 | -$102,589 | -2.76% | |
| Arnhold Llc | 0.25% | 297,345 | $3,550,299 | $3,452,175 | -$98,124 | -2.76% | |
| United Advisor Group, Llc | 0.37% | 293,056 | $3,499,089 | $3,402,380 | -$96,709 | -2.76% | |
| Hightower Advisors, Llc | 0.00% | 308,187 | $3,482,516 | $3,578,051 | +$95,535 | +2.74% | |
| Old Port Advisors | 0.58% | 247,537 | $2,955,597 | $2,873,905 | -$81,692 | -2.76% | |
| Osaic Holdings, Inc. | 0.00% | 235,554 | $2,661,943 | $2,734,782 | +$72,839 | +2.74% | |
| Wells Fargo & Company/Mn | 0.00% | 231,068 | $2,611,071 | $2,682,699 | +$71,628 | +2.74% | |
| Plan Group Financial, Llc | 0.50% | 202,342 | $2,415,968 | $2,349,191 | -$66,777 | -2.76% | |
| Toronto Dominion Bank | 0.00% | 207,000 | $2,339,100 | $2,403,270 | +$64,170 | +2.74% | |
| Focus Partners Wealth | 0.00% | 199,908 | $2,258,971 | $2,320,932 | +$61,961 | +2.74% | |
| Fiduciary Financial Group, Llc | 0.25% | 185,270 | $2,212,124 | $2,150,985 | -$61,139 | -2.76% | |
| Loomis Sayles & Co L P | 0.00% | 176,666 | $1,996,326 | $2,051,092 | +$54,766 | +2.74% | |
| Michelson Medical Research Foundation, Inc. | 1.95% | 170,100 | $1,922,130 | $1,974,861 | +$52,731 | +2.74% | |
| Naviter Wealth, Llc | 0.23% | 166,080 | $1,876,705 | $1,928,189 | +$51,484 | +2.74% | |
| Independent Advisor Alliance | 0.02% | 149,642 | $1,690,958 | $1,737,344 | +$46,386 | +2.74% | |
| Lazard Asset Management Llc | 0.00% | 143,561 | $1,622,239 | $1,666,743 | +$44,504 | +2.74% | |
| Carnegie Lake Advisors Llc | 0.58% | 130,348 | $1,556,359 | $1,513,340 | -$43,019 | -2.76% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 0.73% | 129,925 | $1,551,301 | $1,508,429 | -$42,872 | -2.76% | |
| Cerberus Capital Management, L.P. | 0.06% | 135,000 | $1,525,500 | $1,567,350 | +$41,850 | +2.74% | |
| Dnb Asset Management As | 0.01% | 133,418 | $1,508,958 | $1,548,983 | +$40,025 | +2.65% | |
| Lido Advisors, Llc | 0.01% | 116,878 | $1,320,723 | $1,356,954 | +$36,231 | +2.74% | |
| Bank Of America Corp | 0.00% | 116,068 | $1,311,568 | $1,347,549 | +$35,981 | +2.74% | |
| Confluence Investment Management Llc | 0.02% | 105,926 | $1,264,756 | $1,229,801 | -$34,955 | -2.76% | |
| State Street Corp | 0.00% | 107,832 | $1,218,502 | $1,251,930 | +$33,428 | +2.74% | |
| Lpl Financial Llc | 0.00% | 103,079 | $1,164,788 | $1,196,747 | +$31,959 | +2.74% | |
| Denali Advisors Llc | 0.12% | 96,350 | $1,088,752 | $1,118,624 | +$29,872 | +2.74% | |
| Susquehanna International Group, Llp | 0.00% | 95,389 | $1,077,896 | $1,107,466 | +$29,570 | +2.74% | |
| Triad Investment Management | 1.17% | 88,563 | $1,057,443 | $1,028,216 | -$29,227 | -2.76% | |
| Tt Capital Management Llc | 0.84% | 89,746 | $1,014,125 | $1,041,951 | +$27,826 | +2.74% | |
| Balyasny Asset Management L.P. | 0.00% | 82,742 | $934,985 | $960,635 | +$25,650 | +2.74% |
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.