Oaktree Specialty Lending Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT LP | 08/14/2026 | 7.87 M | $93.99 M | 324.96% | 8.94% |
| PRIVATE MANAGEMENT GROUP INC | 07/31/2026 | 3.87 M | $46.20 M | 3.98% | 4.39% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.92 M | $34.92 M | 509.69% | 3.32% |
| BRUNI J V & CO /CO | 08/10/2026 | 2.47 M | $29.55 M | -0.92% | 2.81% |
| MORGAN STANLEY | 08/13/2026 | 2.40 M | $28.67 M | -6.26% | 2.73% |
| ARES MANAGEMENT LLC | 08/14/2026 | 2.20 M | $26.32 M | 5.00% | 2.50% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 2.20 M | $26.22 M | 28.88% | 2.49% |
| GENERALI ASSET MANAGEMENT SPA SGR | 07/30/2026 | 2.08 M | $24.85 M | -0.34% | 2.36% |
| UBS GROUP AG | 08/13/2026 | 2.08 M | $24.84 M | 51.86% | 2.36% |
| CLARET ASSET MANAGEMENT CORP | 07/27/2026 | 1.67 M | $19.94 M | 0.10% | 1.90% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 1.05 M | $12.59 M | 46.27% | 1.20% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 752.40 K | $8.98 M | 9.84% | 0.85% |
| MELIA WEALTH LLC | 08/17/2026 | 729.24 K | $8.71 M | -41.24% | 0.83% |
| BEACH POINT CAPITAL MANAGEMENT LP | 07/22/2026 | 453.52 K | $5.42 M | -59.20% | 0.51% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 450.27 K | $5.38 M | 6.19% | 0.51% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 366.89 K | $4.38 M | 58.78% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 340.28 K | $4.06 M | -61.47% | 0.39% |
| MUZINICH & CO., INC. | 07/27/2026 | 334.74 K | $4.00 M | 0.35% | 0.38% |
| BLACKROCK, INC. | 08/07/2026 | 334.00 K | $3.99 M | -2.30% | 0.38% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 310.88 K | $3.71 M | 0.00% | 0.35% |
| MARINER INVESTMENT GROUP LLC | 07/27/2026 | 304.00 K | $136.80 K | 52.00% | 0.35% |
| ARNHOLD LLC | 07/27/2026 | 297.35 K | $3.55 M | 5.31% | 0.34% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 293.06 K | $3.50 M | 2.60% | 0.33% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 08/14/2026 | 289.71 K | $3.46 M | -13.93% | 0.33% |
| PALLISER CAPITAL (UK) LTD | 08/14/2026 | 270.99 K | $3.24 M | 100.00% | 0.31% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 247.80 K | $2.96 M | 5.20% | 0.28% |
| OLD PORT ADVISORS | 07/21/2026 | 247.54 K | $2.96 M | 16.60% | 0.28% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 229.24 K | $2.74 M | 181.66% | 0.26% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 221.00 K | $2.64 M | 100.00% | 0.25% |
| NAVITER WEALTH, LLC | 08/07/2026 | 208.29 K | $2.49 M | 25.42% | 0.24% |
| PLAN GROUP FINANCIAL, LLC | 08/03/2026 | 202.34 K | $2.42 M | 25.67% | 0.23% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 188.59 K | $2.25 M | -38.81% | 0.21% |
| FIDUCIARY FINANCIAL GROUP, LLC | 07/10/2026 | 185.27 K | $2.21 M | 20.27% | 0.21% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 176.67 K | $2.11 M | 0.00% | 0.20% |
| MICHELSON MEDICAL RESEARCH FOUNDATION, INC. | 08/14/2026 | 170.10 K | $2.03 M | 0.00% | 0.19% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 159.13 K | $1.90 M | 6.22% | 0.18% |
| LIDO ADVISORS, LLC | 08/07/2026 | 156.08 K | $1.86 M | 33.54% | 0.18% |
| CITADEL ADVISORS LLC | 09/02/2026 | 155.87 K | $1.86 M | -54.37% | 0.18% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 150.25 K | $1.79 M | 29.45% | 0.17% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 139.97 K | $1.67 M | 0.00% | 0.16% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 138.74 K | $1.66 M | -3.36% | 0.16% |
| CERBERUS CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 135.00 K | $1.61 M | 0.00% | 0.15% |
| CARNEGIE LAKE ADVISORS LLC | 07/24/2026 | 130.35 K | $1.56 M | -0.76% | 0.15% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 07/21/2026 | 129.93 K | $1.55 M | 2.85% | 0.15% |
| STATE STREET CORP | 09/22/2026 | 127.07 K | $1.52 M | 17.84% | 0.14% |
| INDEPENDENT ADVISOR ALLIANCE | 08/12/2026 | 112.17 K | $1.34 M | -25.04% | 0.13% |
| DNB ASSET MANAGEMENT AS | 08/11/2026 | 111.98 K | $1.34 M | -16.07% | 0.13% |
| LPL FINANCIAL LLC | 08/07/2026 | 110.32 K | $1.32 M | 7.02% | 0.13% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 105.93 K | $1.26 M | -0.87% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 105.20 K | $1.26 M | -0.47% | 0.12% |
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Oaktree Specialty Lending Corp institutional Ownership - FAQ's
During the previous two years, 268 institutional investors and hedge funds held shares of Oaktree Specialty Lending Corp. The most heavily invested institutionals were:
PRIVATE MANAGEMENT GROUP INC: 4.01 M
Generali Asset Management SPA SGR: 2.09 M
Muzinich & Co., Inc.: 485,949
Sumitomo Mitsui Trust Group, Inc.: 341,805
Arnhold LLC: 297,345
United Advisor Group, LLC: 291,321
48.66% of Oaktree Specialty Lending Corp stock is owned by institutional investors.
Institutional investors have bought a total of 47.51 M shares in the last 24 months. This purchase volume represents approximately $542.53 M in transactions.