Oaktree Specialty Lending Ownership | Who Owns Oaktree Specialty Lending?
Oaktree Specialty Lending Ownership Summary
Oaktree Specialty Lending is owned by 28.49% institutional investors, 0.30% insiders, and 71.21% retail investors. Private management group is the largest institutional shareholder, holding 3.70% of OCSL shares. VanEck BDC Income ETF is the top mutual fund, with 1.47% of its assets in Oaktree Specialty Lending shares.
OCSL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oaktree Specialty Lending | 28.49% | 0.30% | 71.21% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Credit Services Stocks | 34.10% | 9.51% | 56.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Private management group | 3.26M | 3.70% | $41.52M |
| Morgan stanley | 2.96M | 3.36% | $37.71M |
| Bruni j v & co /co | 2.50M | 2.83% | $31.80M |
| Van eck associates | 2.17M | 2.47% | $28.36M |
| Generali asset management spa sgr | 2.09M | 2.37% | $26.60M |
| Ares management | 1.93M | 2.19% | $24.63M |
| Oaktree capital management lp | 1.85M | 2.10% | $24.17M |
| Claret asset management | 1.66M | 1.89% | $21.16M |
| Ubs group | 1.33M | 1.51% | $16.99M |
| Rivernorth capital management | 1.32M | 1.50% | $17.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Melia wealth | 1.22M | 7.18% | $15.53M |
| Bruni j v & co /co | 2.50M | 3.12% | $31.80M |
| Triad investment management | 200.85K | 2.59% | $2.56B |
| Claret asset management | 1.66M | 2.46% | $21.16M |
| Castlekeep investment advisors | 320.50K | 1.85% | $4.08M |
| Wills financial group | 295.32K | 1.44% | $3.76M |
| Ares management | 1.93M | 1.41% | $24.63M |
| Muzinich | 332.57K | 1.33% | $4.24M |
| Private management group | 3.26M | 1.21% | $41.52M |
| Rivernorth capital management | 1.32M | 0.98% | $17.23M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rivernorth capital management | 1.32M | 0.98% | 701.77K |
| Balyasny asset management | 626.32K | 0.01% | 469.33K |
| Ubs group | 1.33M | 0.00% | 429.30K |
| Two sigma investments, lp | 388.16K | 0.01% | 267.32K |
| Private management group | 3.26M | 1.21% | 245.21K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 17.52K | 0.00% | -367.43K |
| Rockefeller capital management | 25.86K | 0.00% | -343.06K |
| Alpine global management | - | - | -280.00K |
| Manufacturers life insurance company, the | - | - | -259.79K |
| Barclays | - | - | -233.02K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Thrivent financial for lutherans | 228.99K | 0.01% | 228.99K | $2.92M |
| Triad investment management | 200.85K | 2.59% | 200.85K | $2.56B |
| Fny investment advisers | 102.60K | 0.37% | 102.60K | $1.31M |
| Icon advisers inc/co | 60.23K | 0.36% | 60.23K | $5.10M |
| Aquatic capital management | 54.07K | 0.01% | 54.07K | $705.65K |
Sold Out
| Holder | Change |
|---|---|
| Quarry lp | -10.00 |
| Archer investment | -60.00 |
| Us bancorp \de\ | -91.00 |
| Bank julius baer & co. ltd, zurich | -149.00 |
| Atlantic edge private wealth management | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 1 | - | 1 | - | - | - | - | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.30M | 1.47% | -2.40K |
| 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 | 341.85K | 0.39% | -1.13K |
| Accelerate Divers Crdt Inc ETF | 302.31K | 0.34% | 68.10K |
| RiverNorth Doubleline Strategic Inc I | 291.48K | 0.33% | -258.52K |
| BankInvest Børsnoterede Alt. Akk. W | 290.87K | 0.33% | - |
| John Hancock Financial Opportunities Fund | 259.79K | 0.29% | - |
| Accelerate Diversified Credit Income ETF | 208.20K | 0.25% | -12.93K |
| ICON Flexible Bond Institutional | 215.00K | 0.24% | 154.77K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 | $329.75 |
| Sep 15, 2025 | CALDWELL PHYLLIS R | - | Buy | $12.87K |
| Jun 30, 2025 | Gero Deborah Ann | - | Buy | $34.25K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | 4 | - |
| 2025 Q1 | 3 | - |
OCSL Ownership FAQ
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