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. Private management group is the largest institutional shareholder, holding 4.22% of OCSL shares. VanEck BDC Income ETF is the top mutual fund, with 1.70% 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 | 37.05% | 15.59% | 47.36% |
| Industry | Credit Services Stocks | 40.05% | 11.56% | 48.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Private management group | 3.72M | 4.22% | $42.05M |
| Morgan stanley | 2.56M | 2.91% | $28.95M |
| Bruni j v & co /co | 2.50M | 2.84% | $28.23M |
| Ares management | 2.10M | 2.38% | $23.72M |
| Generali asset management spa sgr | 2.09M | 2.37% | $23.59M |
| Oaktree capital management lp | 1.85M | 2.10% | $20.93M |
| Van eck associates | 1.70M | 1.93% | $19.25M |
| Claret asset management | 1.67M | 1.89% | $18.85M |
| Ubs group | 1.37M | 1.55% | $15.48M |
| Rivernorth capital management | 1.28M | 1.45% | $14.46M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Melia wealth | 1.24M | 6.79% | $14.02M |
| Panoramic investment advisors | 1.24M | 6.79% | $14.03M |
| Beach point capital management lp | 1.11M | 4.95% | $12.56M |
| Bruni j v & co /co | 2.50M | 2.95% | $28.23M |
| Triad investment management | 599.04K | 2.57% | $6.98M |
| Claret asset management | 1.67M | 2.25% | $18.85M |
| Castlekeep investment advisors | 336.59K | 2.06% | $3.80M |
| Michelson medical research foundation | 170.10K | 1.95% | $1.92M |
| Ares management | 2.10M | 1.56% | $23.72M |
| Muzinich | 333.56K | 1.32% | $3.77M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Panoramic investment advisors | 1.24M | 6.79% | 1.24M |
| Beach point capital management lp | 1.11M | 4.95% | 1.11M |
| Russell investments group | 720.72K | 0.01% | 480.26K |
| Private management group | 3.72M | 1.21% | 462.12K |
| Triad investment management | 599.04K | 2.57% | 398.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Van eck associates | 1.70M | 0.01% | -450.03K |
| Morgan stanley | 2.56M | 0.00% | -398.02K |
| Clear street markets | - | - | -380.00K |
| Wills financial group | - | - | -295.32K |
| Alpine global management | - | - | -280.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Panoramic investment advisors | 1.24M | 6.79% | 1.24M | $14.03M |
| Beach point capital management lp | 1.11M | 4.95% | 1.11M | $12.56M |
| Michelson medical research foundation | 170.10K | 1.95% | 170.10K | $1.92M |
| Cerberus capital management | 135.00K | 0.06% | 135.00K | $1.53M |
| Equitable | 42.16K | 0.00% | 42.16K | $537.16K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 1.50M | 1.70% | 10.30K |
| Invesco KBW High Dividend Yld Fincl ETF | 668.66K | 0.76% | - |
| Embark Small Cap Equity Institutional | 408.61K | 0.50% | 31.33K |
| Accelerate Divers Crdt Inc ETF | 354.03K | 0.40% | 145.98K |
| iShares Listed Private Eq ETF USD Dist | 335.10K | 0.38% | 4.00K |
| RiverNorth Doubleline Strategic Inc I | 291.48K | 0.33% | - |
| John Hancock Financial Opportunities Fund | 259.79K | 0.29% | - |
| RiverNorth Opportunities | 249.68K | 0.28% | 49.68K |
| BankInvest Børsnoterede Alt. Akk. W | 247.66K | 0.28% | -52.19K |
| Accelerate Diversified Credit Income ETF | 208.20K | 0.25% | -12.93K |
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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