Oaktree Specialty Lending Ownership | Who Owns Oaktree Specialty Lending?
Oaktree Specialty Lending Ownership Summary
Oaktree Specialty Lending is owned by 0.47% institutional investors, 2.54% insiders, and 96.99% retail investors. Rivernorth capital management is the largest institutional shareholder, holding 0.39% of OCSL shares. VanEck BDC Income ETF is the top mutual fund, with 2.04% of its assets in Oaktree Specialty Lending shares.
OCSL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oaktree Specialty Lending | 0.47% | 2.54% | 96.99% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Credit Services Stocks | 35.35% | 9.08% | 55.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Rivernorth capital management | 331.90K | 0.39% | $5.10M |
| Creative planning | 52.13K | 0.06% | $800.75K |
| Millennium management | 17.52K | 0.02% | $269.08K |
| Marshall wace, llp | - | - | - |
| Thurston, springer, miller, herd & titak | - | - | - |
| Alpine global management | - | - | - |
| Ifp advisors | - | - | - |
| Oxford asset management llp | - | - | - |
| Everpar advisors | - | - | - |
| Arlington capital management | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rivernorth capital management | 331.90K | 0.27% | $5.10M |
| Creative planning | 52.13K | 0.00% | $800.75K |
| Millennium management | 17.52K | 0.00% | $269.08K |
| Marshall wace, llp | - | - | - |
| Thurston, springer, miller, herd & titak | - | - | - |
| Alpine global management | - | - | - |
| Ifp advisors | - | - | - |
| Oxford asset management llp | - | - | - |
| Everpar advisors | - | - | - |
| Arlington capital management | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rivernorth capital management | 331.90K | 0.27% | 331.90K |
| Creative planning | 52.13K | 0.00% | 10.26K |
| Huntington national bank | 1.00 | - | - |
| Bank julius baer & co. ltd, zurich | - | - | -149.00 |
| Hara capital | - | - | -333.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 17.52K | 0.00% | -367.43K |
| Alpine global management | - | - | -280.00K |
| Cercano management | - | - | -180.41K |
| Schonfeld strategic advisors | - | - | -152.60K |
| Marshall wace, llp | - | - | -77.43K |
Sold Out
| Holder | Change |
|---|---|
| Bank julius baer & co. ltd, zurich | -149.00 |
| Hara capital | -333.00 |
| Albion financial group /ut | -375.00 |
| Lri investments | -460.00 |
| Advisornet financial | -600.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 3 | -98.51% | 401,553 | -98.71% | - | 0.03% | 2 | -98.25% | 1 | -98.21% |
| Dec 31, 2024 | 1 | - | 1 | - | - | - | - | - | - | - |
| Sep 30, 2024 | 1 | - | 1 | - | - | - | - | - | - | - |
| Jun 30, 2024 | 1 | -50.00% | 1 | -99.83% | - | 242.86% | - | -100.00% | - | - |
| Mar 31, 2024 | 2 | - | 581 | 423.42% | - | 5108000.00% | 1 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.79M | 2.04% | - |
| Invesco KBW High Dividend Yld Fincl ETF | 664.95K | 0.75% | - |
| iShares Listed Private Eq ETF USD Dist | 469.48K | 0.53% | - |
| Embark Small Cap Equity Institutional | 408.61K | 0.50% | 31.33K |
| TrueShares Active Yield ETF | 265.89K | 0.32% | 260.93K |
| RiverNorth Opportunities | 259.83K | 0.32% | 123.70K |
| RiverNorth Doubleline Strategic Inc I | 245.86K | 0.30% | - |
| JH Financial Opportunities | 259.79K | 0.29% | - |
| John Hancock Financial Opportunities Fund | 259.79K | 0.29% | - |
| Accelerate Diversified Credit Income ETF | 208.20K | 0.25% | -12.93K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 15, 2025 | Panossian Armen | See Remarks | Buy | $113.04K |
| May 07, 2025 | CALDWELL PHYLLIS R | - | Buy | $26.65K |
| May 06, 2025 | Jacobson Craig A | - | Buy | $199.92K |
| Feb 25, 2025 | CALDWELL PHYLLIS R | - | Buy | $39.58K |
| Feb 24, 2025 | Pendo Mathew | President | Buy | $99.69K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 2 | - |
| 2025 Q1 | 3 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 5 | - |
| 2024 Q1 | 1 | - |
OCSL Ownership FAQ
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