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 2.04% 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 | 32.03% | 15.42% | 52.55% |
| Industry | Credit Services Stocks | 29.51% | 9.68% | 60.80% |
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 | 1.79M | 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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools