OXLC Institutional Ownership & Shareholders
OXFORD LANE CAPITAL CORP (OXLC) is currently held by 96 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $146.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of OXLC tracked by InsiderSet, reporting ownership valued at approximately $33.65M 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 $18.90M, representing an estimated loss of -43.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed OXLC value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Polar Asset Management Partners Inc., Kohlberg Kravis Roberts & Co. L.P., and several other long-term asset managers with concentrated positions in OXFORD LANE CAPITAL CORP (OXLC).
This page ranks the largest institutional OXLC 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
96
Total Reported Value
$146.59M
Largest Holder
Morgan Stanley
Largest Position
$33.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
142
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,840,792 | $33,645,340 | $18,896,697 | -$14,748,643 | -43.84% | |
| Polar Asset Management Partners Inc. | 0.38% | 2,350,000 | $20,586,000 | $11,562,000 | -$9,024,000 | -43.84% | |
| Kohlberg Kravis Roberts & Co. L.P. | 0.27% | 1,771,302 | $15,516,606 | $8,714,806 | -$6,801,800 | -43.84% | |
| Citadel Advisors Llc | 0.01% | 1,703,401 | $14,921,793 | $8,380,733 | -$6,541,060 | -43.84% | |
| Goldman Sachs Group Inc | 0.00% | 1,452,349 | $12,722,577 | $7,145,557 | -$5,577,020 | -43.84% | |
| Jain Global Llc | 0.10% | 1,017,585 | $8,914,045 | $5,006,518 | -$3,907,527 | -43.84% | |
| Barclays Plc | 0.00% | 850,002 | $7,658,518 | $4,182,010 | -$3,476,508 | -45.39% | |
| Eagle Point Credit Management Llc | 13.33% | 834,459 | $7,518,476 | $4,105,538 | -$3,412,938 | -45.39% | |
| Ares Management Llc | 0.10% | 268,564 | $2,352,621 | $1,321,335 | -$1,031,286 | -43.84% | |
| Freestone Capital Holdings, Llc | 0.05% | 211,424 | $1,852,083 | $1,040,206 | -$811,877 | -43.84% | |
| Alpine Global Management, Llc | 0.28% | 198,112 | $1,735,461 | $974,711 | -$760,750 | -43.84% | |
| J.W. Cole Advisors, Inc. | 0.03% | 171,814 | $1,548,044 | $845,325 | -$702,719 | -45.39% | |
| Virtus Investment Advisers, Llc | 0.31% | 153,504 | $1,344,695 | $755,240 | -$589,455 | -43.84% | |
| Delphi Financial Group, Inc. | 0.63% | 145,030 | $1,270,463 | $713,548 | -$556,915 | -43.84% | |
| Susquehanna International Group, Llp | 0.00% | 110,333 | $966,517 | $542,838 | -$423,679 | -43.84% | |
| Osaic Holdings, Inc. | 0.00% | 91,451 | $801,107 | $449,939 | -$351,168 | -43.84% | |
| Founders Financial Alliance, Llc | 0.10% | 88,808 | $777,962 | $436,935 | -$341,027 | -43.84% | |
| Lpl Financial Llc | 0.00% | 86,300 | $777,562 | $424,596 | -$352,966 | -45.39% | |
| Envestnet Asset Management Inc | 0.00% | 83,655 | $732,814 | $411,583 | -$321,231 | -43.84% | |
| Jane Street Group, Llc | 0.00% | 82,446 | $722,227 | $405,634 | -$316,593 | -43.84% | |
| Kestra Advisory Services, Llc | 0.00% | 77,585 | $699,044 | $381,718 | -$317,326 | -45.39% | |
| Varcov Co. | 0.25% | 73,928 | $647,609 | $363,726 | -$283,883 | -43.84% | |
| Arlington Capital Management, Inc. | 0.30% | 57,915 | $521,814 | $284,942 | -$236,872 | -45.39% | |
| Private Advisor Group, Llc | 0.00% | 51,066 | $447,339 | $251,245 | -$196,094 | -43.84% | |
| Drw Securities, Llc | 0.03% | 49,458 | $433,252 | $243,333 | -$189,919 | -43.84% | |
| Mcilrath & Eck, Llc | 0.03% | 42,263 | $413,332 | $207,934 | -$205,398 | -49.69% | |
| Oneascent Family Office, Llc | 0.21% | 46,457 | $406,963 | $228,568 | -$178,395 | -43.84% | |
| Apollon Wealth Management, Llc | 0.00% | 39,605 | $356,839 | $194,857 | -$161,982 | -45.39% | |
| Cetera Investment Advisers | 0.00% | 40,527 | $355,021 | $199,393 | -$155,628 | -43.84% | |
| Cordoba Advisory Partners Llc | 0.04% | 36,803 | $331,595 | $181,071 | -$150,524 | -45.39% | |
| M&T Bank Corp | 0.00% | 30,927 | $302,466 | $152,161 | -$150,305 | -49.69% | |
| Marex Group Plc | 0.00% | 33,905 | $297,008 | $166,813 | -$130,195 | -43.84% | |
| Independent Financial Group, Llc | 0.01% | 30,961 | $278,959 | $152,328 | -$126,631 | -45.39% | |
| Mariner, Llc | 0.00% | 29,754 | $260,642 | $146,390 | -$114,252 | -43.83% | |
| Snowden Capital Advisors Llc | 0.01% | 27,140 | $237,746 | $133,529 | -$104,217 | -43.84% | |
| Raymond James Financial Inc | 0.00% | 26,969 | $236,249 | $132,687 | -$103,562 | -43.84% | |
| Hrt Financial Lp | 0.00% | 26,226 | $229,000 | $129,032 | -$99,968 | -43.65% | |
| Eight 31 Financial, Llc | 0.13% | 25,253 | $221,220 | $124,245 | -$96,975 | -43.84% | |
| Gibbs Wealth Management | 0.02% | 23,315 | $210,068 | $114,710 | -$95,358 | -45.39% | |
| Samalin Investment Counsel, Llc | 0.06% | 22,150 | $199,570 | $108,978 | -$90,592 | -45.39% | |
| Capital Cs Group, Llc | 0.30% | 21,827 | $196,658 | $107,389 | -$89,269 | -45.39% | |
| Two Sigma Securities, Llc | 0.02% | 22,057 | $193,219 | $108,520 | -$84,699 | -43.84% | |
| Abel Hall, Llc | 0.03% | 20,000 | $180,200 | $98,400 | -$81,800 | -45.39% | |
| Fermata Advisors, Llc | 0.03% | 17,540 | $158,033 | $86,297 | -$71,736 | -45.39% | |
| Attessa Capital Llc | 0.07% | 17,262 | $155,531 | $84,929 | -$70,602 | -45.39% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 17,409 | $148,495 | $85,652 | -$62,843 | -42.32% | |
| Ausdal Financial Partners, Inc. | 0.01% | 15,996 | $140,125 | $78,700 | -$61,425 | -43.84% | |
| Mcadam, Llc | 0.01% | 14,848 | $133,780 | $73,052 | -$60,728 | -45.39% | |
| Brian Low Financial Group, Llc | 0.07% | 14,000 | $126,140 | $68,880 | -$57,260 | -45.39% | |
| Xtx Topco Ltd | 0.00% | 13,790 | $120,800 | $67,847 | -$52,953 | -43.84% |
Frequently asked questions about OXLC
Who are the largest institutional holders of OXLC?
The largest institutional holders of OXLC reported in the latest SEC Form 13F filings include Morgan Stanley, Polar Asset Management Partners Inc., Kohlberg Kravis Roberts & Co. L.P., Citadel Advisors Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported OXLC position.
What is OXLC institutional ownership?
This page tracks OXLC positions reported by institutional investment managers through SEC Form 13F. OXFORD LANE CAPITAL CORP (OXLC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OXLC?
InsiderSet currently tracks 96 institutional managers reporting OXLC 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 OXLC shareholders.
How much OXLC stock do institutions own?
Institutional investment managers disclosed approximately $146.59M in OXLC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OXLC institutional ownership last updated?
The latest OXLC 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 OXLC 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 OXLC position after the reporting date.
Are institutions buying or selling OXLC?
Institutional buying and selling can be analyzed by comparing OXLC positions across consecutive 13F reporting periods. InsiderSet's OXLC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OXLC ownership changes.
How has OXLC institutional ownership changed over time?
InsiderSet tracks OXLC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.