OFS Capital Ownership | Who Owns OFS Capital?

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OFS Capital Ownership Summary

OFS Capital is owned by 10.70% institutional investors, 22.58% insiders, and 66.72% retail investors. Two sigma advisers, lp is the largest institutional shareholder, holding 1.49% of OFS shares. Special Opportunities Fund is the top mutual fund, with 0.74% of its assets in OFS Capital shares.

OFS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	OFS Capital	10.70%	22.58%	66.72%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	50.65%	9.51%	39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Two sigma advisers, lp	199.20K	1.49%	$1.61M
Advisors asset management	176.35K	1.32%	$1.42M
International assets investment management	143.74K	1.07%	$1.21M
Morgan stanley	127.48K	0.95%	$1.13M
Bulldog investors, llp	127.19K	0.95%	$1.07M
Two sigma investments, lp	116.46K	0.87%	$939.84K
Arkadios wealth advisors	84.14K	0.63%	$710.14K
Connor, clark & lunn investment management	63.17K	0.47%	$533.12K
Virtus investment advisers	61.91K	0.46%	$522.55K
Trexquant investment lp	60.70K	0.45%	$489.88K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bulldog investors, llp	127.19K	0.27%	$1.07M
Virtus investment advisers	61.91K	0.18%	$522.55K
International assets investment management	143.74K	0.10%	$1.21M
Soa wealth advisors, llc.	17.34K	0.03%	$146.33K
Advisors asset management	176.35K	0.03%	$1.42M
Arkadios wealth advisors	84.14K	0.02%	$710.14K
Fort sheridan advisors	10.00K	0.01%	$84.40K
Access investment management	2.50K	0.01%	$21.10K
Trexquant investment lp	60.70K	0.01%	$489.88K
Two sigma advisers, lp	199.20K	0.00%	$1.61M

Top Buyers

Holder	Shares	% Assets	Change
Two sigma advisers, lp	199.20K	0.00%	27.90K
Hrt financial lp	18.09K	0.00%	18.09K
Trexquant investment lp	60.70K	0.01%	16.33K
Acadian asset management	32.77K	0.00%	11.78K
Cambridge investment research advisors	18.34K	0.00%	3.84K

Top Sellers

Holder	Shares	% Assets	Change
Confluence investment management	-	-	-98.00K
Advisors asset management	176.35K	0.03%	-68.50K
Virtus etf advisers	-	-	-64.34K
Bulldog investors, llp	127.19K	0.27%	-55.22K
Morgan stanley	127.48K	0.00%	-51.32K

New Positions

Holder	Shares	% Assets	Change	Value
Hrt financial lp	18.09K	0.00%	18.09K	$152.00K
Access investment management	2.50K	0.01%	2.50K	$21.10K
Raymond james financial	1.90K	-	1.90K	$16.04K
Simplex trading	929.00	-	929.00	$8.00K

Sold Out

Holder	Change
Fmr	-1.00
Cypress capital	-150.00
Northwestern mutual wealth management	-350.00
Cape investment advisory	-542.00
Tower research capital llc (trc)	-616.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	37	27.59%	1,432,964	-2.33%	10	8.92%	18	63.64%	10	-
Mar 31, 2025	29	-17.14%	1,467,127	0.22%	10	9.17%	11	-15.38%	10	25.00%
Dec 31, 2024	35	-	1,463,915	-38.97%	10	3.41%	13	-	8	-27.27%
Sep 30, 2024	33	-10.81%	2,379,719	74.68%	17	17.18%	12	-20.00%	11	-15.38%
Jun 30, 2024	36	-2.70%	1,264,345	-13.76%	9	7.88%	15	-11.76%	13	18.18%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Special Opportunities Fund	98.67K	0.74%	40.03K
First Trust Specialty Finance	98.00K	0.73%	-
High Income Securities	66.66K	0.50%	17.30K
Virtus Private Credit ETF	61.91K	0.46%	-
Blackstone Alternative Multi-Strategy I	2.10K	0.02%	200.00
O'Shaughnessy Micro Cap	1.30K	0.01%	1.30K
Sun Life CC&L Group Income & Growth Seg	252.00	0.00%	252.00
AAM Business Dev Co Opps 2022-1 CA	100.00	0.00%	-
AAM Business Dev Co Opps 2023-2 CA	100.00	0.00%	-
AAM Business Dev Co Opps 2023-1 CA	100.00	0.00%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 28, 2020	HEALY ELAINE	-	Buy	$51.10K
Nov 17, 2020	Porter Mukya	Chief Compliance Officer	Buy	$1.19K
Nov 16, 2020	Owen Jeffery S.	Chief Accounting Officer	Buy	$69.19K
Nov 13, 2020	Owen Jeffery S.	Chief Accounting Officer	Buy	$13.18K
Nov 13, 2020	RESSLER RICHARD S	-	Buy	$46.56K

Insider Transactions Trends

Date	Buy	Sell
2023 Q1	-	-
2022 Q1	-	-
2021 Q3	-	-
2021 Q1	-	-
2020 Q4	12	-

OFS Ownership FAQ

Who Owns OFS Capital?

OFS Capital shareholders are primarily institutional investors at 10.70%, followed by 22.58% insiders and 66.72% retail investors. The average institutional ownership in OFS Capital's industry, Asset Management Stocks, is 50.65%, which OFS Capital falls below.

Who owns the most shares of OFS Capital?

OFS Capital’s largest shareholders are Two sigma advisers, lp (199.2K shares, 1.49%), Advisors asset management (176.35K shares, 1.32%), and International assets investment management (143.74K shares, 1.07%). Together, they hold 3.88% of OFS Capital’s total shares outstanding.

Does Blackrock own OFS Capital?

BlackRock is not among the top 10 institutional shareholders of OFS Capital.

Who is OFS Capital’s biggest shareholder by percentage of total assets invested?

Bulldog investors, llp is OFS Capital’s biggest shareholder by percentage of total assets invested, with 0.27% of its assets in 127.19K OFS Capital shares, valued at 1.07M$.

Who is the top mutual fund holder of OFS Capital shares?

Special Opportunities Fund is the top mutual fund holder of OFS Capital shares, with 0.74% of its total shares outstanding invested in 98.68K OFS Capital shares.

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