OXFORD SQUARE CAPITAL CORP (OXSQ) Top Institutional Shareholders
OXFORD SQUARE CAPITAL CORP (OXSQ) 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 $4.43M in OXSQ holdings during the latest filing period.
Legal & General Group Plc is currently the largest disclosed institutional shareholder of OXSQ tracked by InsiderSet, reporting ownership valued at approximately $1.04M 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 $781,172.84, representing an estimated loss of -25.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed OXSQ value among the investors covered in this analysis. Major shareholders include Legal & General Group Plc, Blackrock, Inc., Virtus Investment Advisers, Llc, and several other long-term asset managers with concentrated positions in OXFORD SQUARE CAPITAL CORP (OXSQ).
This page ranks the largest institutional OXSQ 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
47
Total Reported Value
$4.43M
Largest Holder
Legal & General Group Plc
Largest Position
$1.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
62
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Legal & General Group Plc | 0.00% | 587,348 | $1,042,543 | $781,173 | -$261,370 | -25.07% | |
| Blackrock, Inc. | 0.00% | 297,432 | $526,456 | $395,585 | -$130,871 | -24.86% | |
| Virtus Investment Advisers, Llc | 0.10% | 213,488 | $377,874 | $283,939 | -$93,935 | -24.86% | |
| Bank Of America Corp | 0.00% | 202,580 | $358,567 | $269,431 | -$89,136 | -24.86% | |
| Xtx Topco Ltd | 0.00% | 162,199 | $287,092 | $215,725 | -$71,367 | -24.86% | |
| Ubs Group Ag | 0.00% | 112,761 | $199,587 | $149,972 | -$49,615 | -24.86% | |
| Silverberg Bernstein Capital Management Llc | 0.10% | 106,710 | $188,877 | $141,924 | -$46,953 | -24.86% | |
| Founders Financial Alliance, Llc | 0.03% | 84,865 | $150,210 | $112,870 | -$37,340 | -24.86% | |
| Two Sigma Investments, Lp | 0.00% | 72,642 | $128,576 | $96,614 | -$31,962 | -24.86% | |
| Lpl Financial Llc | 0.00% | 72,542 | $128,399 | $96,481 | -$31,918 | -24.86% | |
| Kingsview Wealth Management, Llc | 0.00% | 65,425 | $115,802 | $87,015 | -$28,787 | -24.86% | |
| Mcilrath & Eck, Llc | 0.01% | 65,375 | $115,714 | $86,949 | -$28,765 | -24.86% | |
| Morgan Stanley | 0.00% | 64,780 | $114,662 | $86,157 | -$28,505 | -24.86% | |
| Citigroup Inc | 0.00% | 50,234 | $88,914 | $66,811 | -$22,103 | -24.86% | |
| Ethos Financial Group, Llc | 0.01% | 41,967 | $73,862 | $55,816 | -$18,046 | -24.43% | |
| International Assets Investment Management, Llc | 0.00% | 37,470 | $66,322 | $49,835 | -$16,487 | -24.86% | |
| Bostonpremier Wealth Llc | 0.02% | 26,026 | $46,066 | $34,615 | -$11,451 | -24.86% | |
| Cetera Investment Advisers | 0.00% | 22,748 | $40,263 | $30,255 | -$10,008 | -24.86% | |
| Parkside Financial Bank & Trust | 0.00% | 22,170 | $39,241 | $29,486 | -$9,755 | -24.86% | |
| Sigma Planning Corp | 0.00% | 21,310 | $37,719 | $28,342 | -$9,377 | -24.86% | |
| Arkadios Wealth Advisors | 0.00% | 21,217 | $37,554 | $28,219 | -$9,335 | -24.86% | |
| First Affirmative Financial Network | 0.01% | 19,981 | $31,770 | $26,575 | -$5,195 | -16.35% | |
| United Bank | 0.01% | 15,420 | $27,293 | $20,509 | -$6,784 | -24.86% | |
| Sih Partners, Lllp | 0.00% | 14,109 | $24,973 | $18,765 | -$6,208 | -24.86% | |
| Reliant Investment Partners, Llc | 0.02% | 12,597 | $22,296 | $16,754 | -$5,542 | -24.86% | |
| Kennedy Investment Group, Inc. | 0.01% | 12,492 | $22,110 | $16,614 | -$5,496 | -24.86% | |
| Acorn Wealth Advisors, Llc | 0.01% | 12,447 | $22,032 | $16,555 | -$5,477 | -24.86% | |
| Royal Bank Of Canada | 0.00% | 11,800 | $21,000 | $15,694 | -$5,306 | -25.27% | |
| National Wealth Management Group, Llc | 0.01% | 10,799 | $19,115 | $14,363 | -$4,752 | -24.86% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 10,276 | $18,189 | $13,667 | -$4,522 | -24.86% | |
| Alerus Financial Na | 0.00% | 10,000 | $17,700 | $13,300 | -$4,400 | -24.86% | |
| Lifesteps Financial, Inc. | 0.01% | 10,000 | $17,700 | $13,300 | -$4,400 | -24.86% | |
| Triumph Capital Management | 0.00% | 3,600 | $6,372 | $4,788 | -$1,584 | -24.86% | |
| Fifth Third Bancorp | 0.00% | 2,000 | $3,540 | $2,660 | -$880 | -24.86% | |
| Harbour Investments, Inc. | 0.00% | 1,122 | $1,986 | $1,492 | -$494 | -24.86% | |
| Corecap Advisors, Llc | 0.00% | 1,041 | $1,843 | $1,385 | -$458 | -24.88% | |
| Osaic Holdings, Inc. | 0.00% | 588 | $1,042 | $782 | -$260 | -24.95% | |
| Wells Fargo & Company/Mn | 0.00% | 542 | $959 | $721 | -$238 | -24.83% | |
| Community Financial Services Group, Llc | 0.00% | 515 | $912 | $685 | -$227 | -24.90% | |
| Simplex Trading, Llc | 0.00% | 165 | $292 | $219 | -$73 | -24.85% | |
| Jones Financial Companies Lllp | 0.00% | 150 | $252 | $200 | -$53 | -20.83% | |
| Virtu Financial Llc | 0.01% | 119,757 | $212 | $159,277 | +$159,065 | +75030.57% | |
| Canada Life Assurance Co | 0.00% | 99,101 | $176 | $131,804 | +$131,628 | +74788.82% | |
| Hrt Financial Lp | 0.00% | 80,217 | $141 | $106,689 | +$106,548 | +75565.68% | |
| Allworth Financial Lp | 0.00% | 22 | $39 | $29 | -$10 | -24.97% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 11,063 | $20 | $14,714 | +$14,694 | +73468.95% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 2 | $4 | $3 | -$1 | -33.50% |
Frequently asked questions about OXSQ
Who owns the most OXSQ stock?
The largest holders of OXSQ 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 OXFORD SQUARE CAPITAL CORP (OXSQ).
Is OXSQ widely held by superinvestors?
Many widely followed stocks like OXSQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OXSQ 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.