Oaktree Specialty Lending Ownership | Who Owns Oaktree Specialty Lending?
Oaktree Specialty Lending Ownership Summary
Oaktree Specialty Lending is owned by 42.33% institutional investors, 0.30% insiders, and 57.37% retail investors. Oaktree capital management lp is the largest institutional shareholder, holding 8.94% of OCSL shares. VanEck BDC Income ETF is the top mutual fund, with 1.95% of its assets in Oaktree Specialty Lending shares.
OCSL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oaktree Specialty Lending | 42.33% | 0.30% | 57.37% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Asset Management Stocks | 33.06% | 10.74% | 56.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Oaktree capital management lp | 7.87M | 8.94% | $93.99M |
| Private management group | 3.87M | 4.39% | $46.20M |
| Royal bank of canada | 2.92M | 3.32% | $34.92M |
| Bruni j v & co /co | 2.47M | 2.81% | $29.55M |
| Morgan stanley | 2.40M | 2.73% | $28.67M |
| Ares management | 2.20M | 2.50% | $26.32M |
| Van eck associates | 2.20M | 2.49% | $26.22M |
| Generali asset management spa sgr | 2.08M | 2.36% | $24.85M |
| Ubs group | 2.08M | 2.36% | $24.84M |
| Claret asset management | 1.67M | 1.90% | $19.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Melia wealth | 1.24M | 6.79% | $14.02M |
| Bruni j v & co /co | 2.47M | 2.70% | $29.55M |
| Claret asset management | 1.67M | 2.15% | $19.94M |
| Beach point capital management lp | 453.52K | 2.10% | $5.42M |
| Michelson medical research foundation | 170.10K | 1.88% | $2.03M |
| Palliser capital (uk) | 270.99K | 1.74% | $3.24M |
| Castlekeep investment advisors | 289.71K | 1.73% | $3.46M |
| Muzinich | 334.74K | 1.37% | $4.00M |
| Oaktree capital management lp | 7.87M | 1.30% | $93.99M |
| Private management group | 3.87M | 1.22% | $46.20M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Oaktree capital management lp | 7.87M | 1.30% | 6.02M |
| Royal bank of canada | 2.92M | 0.01% | 2.44M |
| Ubs group | 2.08M | 0.00% | 710.36K |
| Van eck associates | 2.20M | 0.02% | 492.07K |
| Russell investments group | 1.05M | 0.01% | 333.47K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rivernorth capital management | - | - | -1.28M |
| Panoramic investment advisors | - | - | -1.24M |
| Beach point capital management lp | 453.52K | 2.10% | -658.03K |
| Two sigma investments, lp | 340.28K | 0.00% | -542.98K |
| Clear street markets | - | - | -380.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Palliser capital (uk) | 270.99K | 1.74% | 270.99K | $3.24M |
| Callodine capital management, lp | 100.00K | 0.08% | 100.00K | $1.19M |
| Scotia capital | 80.00K | 0.00% | 80.00K | $955.20K |
| Equitable | 42.16K | 0.00% | 42.16K | $537.16K |
| Kestra private wealth services | 31.03K | 0.00% | 31.03K | $370.44K |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -1.00 |
| Eversource wealth advisors | -1.00 |
| Archer investment | -60.00 |
| Us bancorp \de\ | -91.00 |
| Bank julius baer & co. ltd, zurich | -149.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 192 | -7.25% | 37,288,651 | 4.45% | 42 | 2.58% | 94 | -12.96% | 55 | -19.12% |
| Dec 31, 2025 | 137 | -26.74% | 25,098,785 | -25.85% | 28 | 1.93% | 66 | -30.53% | 47 | -17.54% |
| Sep 30, 2025 | 177 | -7.81% | 33,650,679 | 13.74% | 38 | 3.39% | 90 | -7.22% | 54 | - |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.72M | 1.95% | -4.77K |
| Invesco KBW High Dividend Yld Fincl ETF | 668.66K | 0.76% | - |
| Embark Small Cap Equity Institutional | 408.61K | 0.50% | 31.33K |
| iShares Listed Private Eq ETF USD Dist | 339.02K | 0.38% | 4.74K |
| Accelerate Divers Crdt Inc ETF | 324.21K | 0.37% | 110.54K |
| RiverNorth Doubleline Strategic Inc I | 291.48K | 0.33% | - |
| BankInvest Børsnoterede Alt. Akk. W | 265.43K | 0.30% | 7.76K |
| John Hancock Financial Opportunities Fund | 259.79K | 0.29% | - |
| RiverNorth Opportunities | 249.68K | 0.28% | 49.68K |
| Accelerate Diversified Credit Income ETF | 208.20K | 0.25% | -12.93K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 12, 2026 | Panossian Armen | See Remarks | Buy | $21.58K |
| Mar 16, 2026 | CALDWELL PHYLLIS R | - | Buy | $26.93K |
| Sep 15, 2025 | CALDWELL PHYLLIS R | - | Buy | $26.38K |
| Sep 15, 2025 | CALDWELL PHYLLIS R | - | Buy | $12.87K |
| Sep 15, 2025 | CALDWELL PHYLLIS R | - | Buy | $329.75 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 1 | - |
| 2026 Q1 | 2 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | 4 | - |
OCSL Ownership FAQ
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