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 $508.59M in OCSL holdings during the latest filing period.
Oaktree Capital Management is currently the largest disclosed institutional shareholder of OCSL tracked by InsiderSet, reporting ownership valued at approximately $93.99M 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 $97.69M, representing an estimated gain of +3.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed OCSL value among the investors covered in this analysis. Major shareholders include Oaktree Capital Management, Private Management Group Inc, Royal Bank Of Canada, 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
165
Total Reported Value
$508.59M
Largest Holder
Oaktree Capital Management
Largest Position
$93.99M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oaktree Capital Management | Howard Marks | 1.77% | 7,872,199 | $93,994,056 | $97,693,990 | +$3,699,934 | +3.94% |
| Private Management Group Inc | 1.22% | 3,869,484 | $46,201,642 | $48,020,296 | +$1,818,654 | +3.94% | |
| Royal Bank Of Canada | 0.01% | 2,924,437 | $34,918,000 | $36,292,263 | +$1,374,263 | +3.94% | |
| Bruni J V & Co | 2.70% | 2,474,804 | $29,549,160 | $30,712,318 | +$1,163,158 | +3.94% | |
| Morgan Stanley | 0.00% | 2,401,489 | $28,673,784 | $29,802,478 | +$1,128,694 | +3.94% | |
| Ares Management Llc | 1.15% | 2,204,305 | $26,319,402 | $27,355,425 | +$1,036,023 | +3.94% | |
| Van Eck Associates Corp | 0.02% | 2,195,651 | $26,216,073 | $27,248,029 | +$1,031,956 | +3.94% | |
| Generali Asset Management Spa Sgr | 0.45% | 2,080,867 | $24,845,552 | $25,823,559 | +$978,007 | +3.94% | |
| Ubs Group Ag | 0.00% | 2,080,105 | $24,836,454 | $25,814,103 | +$977,649 | +3.94% | |
| Claret Asset Management Corp | 2.15% | 1,670,234 | $19,943,000 | $20,727,604 | +$784,604 | +3.93% | |
| Russell Investments Group, Ltd. | 0.01% | 1,054,187 | $12,586,992 | $13,082,461 | +$495,469 | +3.94% | |
| Legal & General Group Plc | 0.00% | 752,396 | $8,979,846 | $9,337,234 | +$357,388 | +3.98% | |
| Melia Wealth Llc | 5.01% | 729,243 | $8,707,158 | $9,049,906 | +$342,748 | +3.94% | |
| Beach Point Capital Management Lp | 2.11% | 453,524 | $5,415,077 | $5,628,233 | +$213,156 | +3.94% | |
| Raymond James Financial Inc | 0.00% | 450,265 | $5,376,165 | $5,587,789 | +$211,624 | +3.94% | |
| Wells Fargo & Company/Mn | 0.00% | 366,890 | $4,380,665 | $4,553,105 | +$172,440 | +3.94% | |
| Two Sigma Investments, Lp | 0.00% | 340,283 | $4,062,979 | $4,222,912 | +$159,933 | +3.94% | |
| Muzinich & Co., Inc. | 1.37% | 334,737 | $3,996,765 | $4,154,086 | +$157,321 | +3.94% | |
| Blackrock, Inc. | 0.00% | 333,996 | $3,987,912 | $4,144,890 | +$156,978 | +3.94% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 310,875 | $3,711,848 | $3,857,959 | +$146,111 | +3.94% | |
| Arnhold Llc | 0.25% | 297,345 | $3,550,299 | $3,690,051 | +$139,752 | +3.94% | |
| United Advisor Group, Llc | 0.37% | 293,056 | $3,499,089 | $3,636,825 | +$137,736 | +3.94% | |
| Castlekeep Investment Advisors Llc | 1.73% | 289,711 | $3,459,149 | $3,595,314 | +$136,165 | +3.94% | |
| Palliser Capital (Uk) Ltd | 1.74% | 270,993 | $3,235,656 | $3,363,023 | +$127,367 | +3.94% | |
| Osaic Holdings, Inc. | 0.00% | 247,801 | $2,958,932 | $3,075,210 | +$116,278 | +3.93% | |
| Old Port Advisors | 0.58% | 247,537 | $2,955,597 | $3,071,934 | +$116,337 | +3.94% | |
| Trexquant Investment Lp | 0.02% | 229,236 | $2,737,078 | $2,844,819 | +$107,741 | +3.94% | |
| Thrivent Financial For Lutherans | 0.00% | 220,999 | $2,639,000 | $2,742,598 | +$103,598 | +3.93% | |
| Naviter Wealth, Llc | 0.23% | 208,294 | $2,487,035 | $2,584,929 | +$97,894 | +3.94% | |
| Plan Group Financial, Llc | 0.50% | 202,342 | $2,415,968 | $2,511,064 | +$95,096 | +3.94% | |
| Fiduciary Financial Group, Llc | 0.25% | 185,270 | $2,212,124 | $2,299,201 | +$87,077 | +3.94% | |
| Loomis Sayles & Co L P | 0.00% | 176,666 | $2,109,392 | $2,192,425 | +$83,033 | +3.94% | |
| Michelson Medical Research Foundation, Inc. | 1.88% | 170,100 | $2,030,994 | $2,110,941 | +$79,947 | +3.94% | |
| Centaurus Financial, Inc. | 0.07% | 159,125 | $1,900,000 | $1,974,741 | +$74,741 | +3.93% | |
| Lido Advisors, Llc | 0.01% | 156,076 | $1,863,552 | $1,936,903 | +$73,351 | +3.94% | |
| Citadel Advisors Llc | 0.00% | 155,865 | $1,861,028 | $1,934,285 | +$73,257 | +3.94% | |
| Bank Of America Corp | 0.00% | 150,251 | $1,793,997 | $1,864,615 | +$70,618 | +3.94% | |
| Lsv Asset Management | 0.00% | 139,966 | $1,671,000 | $1,736,978 | +$65,978 | +3.95% | |
| Lazard Asset Management Llc | 0.00% | 138,738 | $1,656,532 | $1,721,739 | +$65,207 | +3.94% | |
| Cerberus Capital Management, L.P. | 0.08% | 135,000 | $1,611,900 | $1,675,350 | +$63,450 | +3.94% | |
| Carnegie Lake Advisors Llc | 0.58% | 130,348 | $1,556,359 | $1,617,619 | +$61,260 | +3.94% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 0.73% | 129,925 | $1,551,301 | $1,612,369 | +$61,068 | +3.94% | |
| State Street Corp | 0.00% | 127,068 | $1,517,192 | $1,576,914 | +$59,722 | +3.94% | |
| Independent Advisor Alliance | 0.03% | 112,168 | $1,339,280 | $1,392,005 | +$52,725 | +3.94% | |
| Dnb Asset Management As | 0.00% | 111,984 | $1,337,089 | $1,389,721 | +$52,632 | +3.94% | |
| Lpl Financial Llc | 0.00% | 110,316 | $1,317,176 | $1,369,022 | +$51,846 | +3.94% | |
| Confluence Investment Management Llc | 0.02% | 105,926 | $1,264,756 | $1,314,542 | +$49,786 | +3.94% | |
| Balyasny Asset Management L.P. | 0.00% | 100,279 | $1,197,331 | $1,244,462 | +$47,131 | +3.94% | |
| Callodine Capital Management, Lp | 0.08% | 100,000 | $1,194,000 | $1,241,000 | +$47,000 | +3.94% | |
| Tt Capital Management Llc | 0.86% | 91,982 | $1,098,267 | $1,141,497 | +$43,230 | +3.94% |
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.