Oaktree Specialty Lending Ownership | Who Owns Oaktree Specialty Lending?
Oaktree Specialty Lending Ownership Summary
Oaktree Specialty Lending is owned by 39.64% institutional investors, 0.30% insiders, and 60.06% retail investors. Generali asset management spa sgr is the largest institutional shareholder, holding 2.37% 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 | 39.64% | 0.30% | 60.06% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Credit Services Stocks | 53.72% | 9.31% | 36.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Generali asset management spa sgr | 2.09M | 2.37% | $27.25M |
| Van eck associates | 2.04M | 2.31% | $27.85M |
| Ares management | 1.95M | 2.21% | $26.57M |
| Oaktree capital management lp | 1.85M | 2.10% | $25.30M |
| Claret asset management | 1.70M | 1.93% | $23.23M |
| Balyasny asset management | 626.32K | 0.71% | $8.56M |
| Rivernorth capital management | 618.91K | 0.70% | $8.45M |
| Blackrock funding, inc. /de | 470.76K | 0.53% | $6.43M |
| Rockefeller capital management | 368.92K | 0.42% | $5.04M |
| Muzinich | 330.91K | 0.38% | $4.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Claret asset management | 1.70M | 3.01% | $23.23M |
| Muzinich | 330.91K | 1.67% | $4.32M |
| Graniteshares advisors | 201.49K | 1.52% | $2.63M |
| Ares management | 1.95M | 1.36% | $26.57M |
| Carnegie lake advisors | 131.92K | 0.66% | $1.72M |
| Generali asset management spa sgr | 2.09M | 0.58% | $27.25M |
| United advisor group | 229.30K | 0.54% | $3.13M |
| Rivernorth capital management | 618.91K | 0.47% | $8.45M |
| Samalin investment counsel | 87.51K | 0.46% | $1.20M |
| Oaktree capital management lp | 1.85M | 0.44% | $25.30M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 626.32K | 0.01% | 469.33K |
| Rivernorth capital management | 618.91K | 0.47% | 287.00K |
| Generali asset management spa sgr | 2.09M | 0.58% | 199.41K |
| Claret asset management | 1.70M | 3.01% | 179.56K |
| Blackrock funding, inc. /de | 470.76K | 0.00% | 108.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 17.52K | 0.00% | -367.43K |
| Alpine global management | - | - | -280.00K |
| Lsv asset management | 300.40K | 0.01% | -244.04K |
| Barclays | - | - | -233.02K |
| Rezny wealth management | - | - | -187.96K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Quantbot technologies lp | 55.82K | 0.02% | 55.82K | $762.50K |
| Strategic wealth partners | 37.49K | 0.04% | 37.49K | $512.10K |
| Verition fund management | 35.51K | 0.00% | 35.51K | $485.12K |
| Sunbeam capital management | 15.40K | 0.12% | 15.40K | $200.97K |
| Captrust financial advisors | 10.88K | 0.00% | 10.88K | $148.67K |
Sold Out
| Holder | Change |
|---|---|
| Bank julius baer & co. ltd, zurich | -149.00 |
| Atlantic edge private wealth management | -200.00 |
| Hara capital | -333.00 |
| Albion financial group /ut | -375.00 |
| Lri investments | -460.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 192 | -0.52% | 34,921,345 | 10.99% | 39 | 2.96% | 97 | -10.19% | 53 | 6.00% |
| 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% | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.79M | 2.04% | -1.70K |
| Invesco KBW High Dividend Yld Fincl ETF | 668.66K | 0.76% | - |
| iShares Listed Private Eq ETF USD Dist | 467.25K | 0.53% | - |
| Embark Small Cap Equity Institutional | 408.61K | 0.50% | 31.33K |
| RiverNorth Doubleline Strategic Inc I | 351.50K | 0.40% | 149.55K |
| TrueShares Active Yield ETF | 333.48K | 0.38% | 328.44K |
| John Hancock Financial Opportunities Fund | 259.79K | 0.29% | - |
| BankInvest Børsnoterede Alt. Akk. W | 224.75K | 0.26% | 13.46K |
| Accelerate Diversified Credit Income ETF | 208.20K | 0.25% | -12.93K |
| ONE1797 - Listed Participations C Cap | 185.00K | 0.22% | 10.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 15, 2025 | CALDWELL PHYLLIS R | - | Buy | $12.87K |
| Sep 15, 2025 | CALDWELL PHYLLIS R | - | Buy | $26.38K |
| Sep 15, 2025 | CALDWELL PHYLLIS R | - | Buy | $329.75 |
| Jun 30, 2025 | Gero Deborah Ann | - | Buy | $34.25K |
| May 15, 2025 | Panossian Armen | See Remarks | Buy | $113.04K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 3 | - |
| 2025 Q2 | 4 | - |
| 2025 Q1 | 3 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 5 | - |
OCSL Ownership FAQ
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