OCSL Institutional Ownership & Shareholders
OAKTREE SPECIALTY LENDING CO (OCSL) is currently held by 166 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $506.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $96.04M, representing an estimated gain of +2.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
166
Total Reported Value
$506.19M
Largest Holder
Oaktree Capital Management
Largest Position
$93.99M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | $96,040,828 | +$2,046,772 | +2.18% |
| Private Management Group Inc | 1.31% | 4,010,332 | $47,722,954 | $48,926,050 | +$1,203,096 | +2.52% | |
| Royal Bank Of Canada | 0.01% | 2,924,437 | $34,918,000 | $35,678,131 | +$760,131 | +2.18% | |
| Bruni J V & Co | 2.70% | 2,474,804 | $29,549,160 | $30,192,609 | +$643,449 | +2.18% | |
| Morgan Stanley | 0.00% | 2,401,489 | $28,673,784 | $29,298,166 | +$624,382 | +2.18% | |
| Ares Management Llc | 1.15% | 2,204,305 | $26,319,402 | $26,892,521 | +$573,119 | +2.18% | |
| Van Eck Associates Corp | 0.02% | 2,195,651 | $26,216,073 | $26,786,942 | +$570,869 | +2.18% | |
| Generali Asset Management Spa Sgr | 0.43% | 2,087,968 | $24,846,819 | $25,473,210 | +$626,391 | +2.52% | |
| Ubs Group Ag | 0.00% | 2,080,105 | $24,836,454 | $25,377,281 | +$540,827 | +2.18% | |
| Claret Asset Management Corp | 2.15% | 1,670,234 | $19,943,000 | $20,376,855 | +$433,855 | +2.18% | |
| Russell Investments Group, Ltd. | 0.01% | 1,054,187 | $12,586,992 | $12,861,081 | +$274,089 | +2.18% | |
| Legal & General Group Plc | 0.00% | 752,396 | $8,979,846 | $9,179,231 | +$199,385 | +2.22% | |
| Melia Wealth Llc | 5.01% | 729,243 | $8,707,158 | $8,896,765 | +$189,607 | +2.18% | |
| Muzinich & Co., Inc. | 1.92% | 485,949 | $5,782,798 | $5,928,578 | +$145,780 | +2.52% | |
| Raymond James Financial Inc | 0.00% | 450,265 | $5,376,165 | $5,493,233 | +$117,068 | +2.18% | |
| Wells Fargo & Company/Mn | 0.00% | 366,890 | $4,380,665 | $4,476,058 | +$95,393 | +2.18% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 341,805 | $4,067,480 | $4,170,021 | +$102,541 | +2.52% | |
| Two Sigma Investments, Lp | 0.00% | 340,283 | $4,062,979 | $4,151,453 | +$88,474 | +2.18% | |
| Blackrock, Inc. | 0.00% | 333,996 | $3,987,912 | $4,074,751 | +$86,839 | +2.18% | |
| Arnhold Llc | 0.25% | 297,345 | $3,538,406 | $3,627,609 | +$89,203 | +2.52% | |
| United Advisor Group, Llc | 0.34% | 291,321 | $3,466,720 | $3,554,116 | +$87,396 | +2.52% | |
| Castlekeep Investment Advisors Llc | 1.73% | 289,711 | $3,459,149 | $3,534,474 | +$75,325 | +2.18% | |
| Old Port Advisors | 0.66% | 274,373 | $3,265,033 | $3,347,351 | +$82,318 | +2.52% | |
| Palliser Capital (Uk) Ltd | 1.74% | 270,993 | $3,235,656 | $3,306,115 | +$70,459 | +2.18% | |
| Osaic Holdings, Inc. | 0.00% | 247,801 | $2,958,932 | $3,023,172 | +$64,240 | +2.17% | |
| Plan Group Financial, Llc | 0.57% | 254,802 | $2,881,812 | $3,108,584 | +$226,772 | +7.87% | |
| Trexquant Investment Lp | 0.02% | 229,236 | $2,737,078 | $2,796,679 | +$59,601 | +2.18% | |
| Thrivent Financial For Lutherans | 0.00% | 220,999 | $2,639,000 | $2,696,188 | +$57,188 | +2.17% | |
| Naviter Wealth, Llc | 0.23% | 208,294 | $2,487,035 | $2,541,187 | +$54,152 | +2.18% | |
| Fiduciary Financial Group, Llc | 0.26% | 187,111 | $2,226,621 | $2,282,754 | +$56,133 | +2.52% | |
| Loomis Sayles & Co L P | 0.00% | 176,666 | $2,109,392 | $2,155,325 | +$45,933 | +2.18% | |
| Michelson Medical Research Foundation, Inc. | 1.88% | 170,100 | $2,030,994 | $2,075,220 | +$44,226 | +2.18% | |
| Centaurus Financial, Inc. | 0.07% | 159,125 | $1,900,000 | $1,941,325 | +$41,325 | +2.17% | |
| Citadel Advisors Llc | 0.00% | 155,865 | $1,861,028 | $1,901,553 | +$40,525 | +2.18% | |
| Bank Of America Corp | 0.00% | 150,251 | $1,793,997 | $1,833,062 | +$39,065 | +2.18% | |
| Lido Advisors, Llc | 0.01% | 148,301 | $1,764,777 | $1,809,272 | +$44,495 | +2.52% | |
| Lsv Asset Management | 0.00% | 139,966 | $1,671,000 | $1,707,585 | +$36,585 | +2.19% | |
| Lazard Asset Management Llc | 0.00% | 138,738 | $1,656,532 | $1,692,604 | +$36,072 | +2.18% | |
| Cerberus Capital Management, L.P. | 0.08% | 135,000 | $1,611,900 | $1,647,000 | +$35,100 | +2.18% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 0.75% | 133,596 | $1,589,798 | $1,629,871 | +$40,073 | +2.52% | |
| State Street Corp | 0.00% | 127,068 | $1,517,192 | $1,550,230 | +$33,038 | +2.18% | |
| Carnegie Lake Advisors Llc | 0.51% | 1,128 | $1,384,221 | $13,762 | -$1,370,459 | -99.01% | |
| Independent Advisor Alliance | 0.03% | 112,168 | $1,339,280 | $1,368,450 | +$29,170 | +2.18% | |
| Dnb Asset Management As | 0.00% | 111,984 | $1,337,089 | $1,366,205 | +$29,116 | +2.18% | |
| Lpl Financial Llc | 0.00% | 110,316 | $1,317,176 | $1,345,855 | +$28,679 | +2.18% | |
| Confluence Investment Management Llc | 0.02% | 105,951 | $1,260,817 | $1,292,602 | +$31,785 | +2.52% | |
| Balyasny Asset Management L.P. | 0.00% | 100,279 | $1,197,331 | $1,223,404 | +$26,073 | +2.18% | |
| Callodine Capital Management, Lp | 0.08% | 100,000 | $1,194,000 | $1,220,000 | +$26,000 | +2.18% | |
| Tt Capital Management Llc | 0.83% | 95,385 | $1,135,079 | $1,163,697 | +$28,618 | +2.52% | |
| Denali Advisors Llc | 0.11% | 91,463 | $1,092,065 | $1,115,849 | +$23,784 | +2.18% |
Frequently asked questions about OCSL
Who are the largest institutional holders of OCSL?
The largest institutional holders of OCSL reported in the latest SEC Form 13F filings include Oaktree Capital Management, Private Management Group Inc, Royal Bank Of Canada, Bruni J V & Co, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported OCSL position.
What is OCSL institutional ownership?
This page tracks OCSL positions reported by institutional investment managers through SEC Form 13F. OAKTREE SPECIALTY LENDING CO (OCSL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OCSL?
InsiderSet currently tracks 166 institutional managers reporting OCSL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OCSL shareholders.
How much OCSL stock do institutions own?
Institutional investment managers disclosed approximately $506.19M in OCSL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OCSL institutional ownership last updated?
The latest OCSL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OCSL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OCSL position after the reporting date.
Are institutions buying or selling OCSL?
Institutional buying and selling can be analyzed by comparing OCSL positions across consecutive 13F reporting periods. InsiderSet's OCSL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OCSL ownership changes.
How has OCSL institutional ownership changed over time?
InsiderSet tracks OCSL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.