Oaktree Specialty Lending Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 3.01 M | $39.33 M | 25.24% | 3.42% |
| MORGAN STANLEY | 11/14/2025 | 3.00 M | $39.14 M | -13.05% | 3.40% |
| BRUNI J V & CO /CO | 11/10/2025 | 2.49 M | $32.46 M | 12.42% | 2.82% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 2.17 M | $28.36 M | 6.60% | 2.47% |
| GENERALI ASSET MANAGEMENT SPA SGR | 10/21/2025 | 2.09 M | $27.25 M | 10.56% | 2.37% |
| ARES MANAGEMENT LLC | 11/14/2025 | 1.95 M | $25.39 M | 0.00% | 2.21% |
| OAKTREE CAPITAL MANAGEMENT LP | 11/13/2025 | 1.85 M | $24.17 M | 0.00% | 2.10% |
| CLARET ASSET MANAGEMENT CORP | 11/13/2025 | 1.69 M | $22.10 M | -0.44% | 1.92% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.32 M | $17.23 M | 113.39% | 1.50% |
| MELIA WEALTH LLC | 11/12/2025 | 1.22 M | $15.87 M | 22.76% | 1.38% |
| UBS GROUP AG | 11/13/2025 | 904.34 K | $11.80 M | 7.38% | 1.03% |
| INVESCO LTD. | 11/13/2025 | 886.85 K | $11.57 M | 25.65% | 1.01% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 532.85 K | $6.96 M | -2.98% | 0.60% |
| ROYAL BANK OF CANADA | 11/14/2025 | 508.15 K | $6.63 M | -17.11% | 0.58% |
| BLACKROCK, INC. | 11/12/2025 | 436.09 K | $5.69 M | -7.36% | 0.50% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 388.16 K | $5.07 M | 221.22% | 0.44% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 11/05/2025 | 332.35 K | $4.34 M | 3.52% | 0.38% |
| MUZINICH & CO., INC. | 10/20/2025 | 330.91 K | $4.32 M | 26.85% | 0.38% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 303.77 K | $3.96 M | 26.17% | 0.34% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 290.87 K | $3.80 M | 4.16% | 0.33% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 267.91 K | $3.50 M | 102.58% | 0.30% |
| UNITED ADVISOR GROUP, LLC | 11/12/2025 | 259.05 K | $3.38 M | 12.97% | 0.29% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 236.28 K | $3.08 M | 31.46% | 0.27% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 235.51 K | $3.07 M | -4.12% | 0.27% |
| WILLS FINANCIAL GROUP LLC | 11/14/2025 | 232.73 K | $3.04 M | -0.03% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 225.22 K | $3.00 M | -3.14% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 223.72 K | $2.92 M | 759.93% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 204.93 K | $2.67 M | 64.88% | 0.23% |
| GRANITESHARES ADVISORS LLC | 10/21/2025 | 201.49 K | $2.63 M | 9.66% | 0.23% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 11/13/2025 | 196.92 K | $2.57 M | 18.18% | 0.22% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 183.84 K | $2.40 M | -29.98% | 0.21% |
| ARNHOLD LLC | 11/07/2025 | 179.85 K | $2.35 M | 18.05% | 0.20% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 178.38 K | $2.33 M | 6.35% | 0.20% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 176.67 K | $2.31 M | 0.00% | 0.20% |
| GABELLI FUNDS LLC | 11/12/2025 | 175.00 K | $2.28 M | -6.11% | 0.20% |
| LPL FINANCIAL LLC | 11/12/2025 | 170.26 K | $2.22 M | 13.71% | 0.19% |
| INDEPENDENT ADVISOR ALLIANCE | 11/04/2025 | 164.25 K | $2.14 M | -10.15% | 0.19% |
| NAVITER WEALTH, LLC | 11/06/2025 | 160.86 K | $2.10 M | -8.52% | 0.18% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 148.77 K | $1.94 M | -50.48% | 0.17% |
| DNB ASSET MANAGEMENT AS | 11/12/2025 | 142.27 K | $1.86 M | 0.00% | 0.16% |
| CARNEGIE LAKE ADVISORS LLC | 10/20/2025 | 131.92 K | $1.72 M | -1.21% | 0.15% |
| OLD PORT ADVISORS | 10/06/2025 | 126.54 K | $1.65 M | 88.85% | 0.14% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 123.00 K | $1.61 M | -10.25% | 0.14% |
| LIDO ADVISORS, LLC | 11/14/2025 | 115.51 K | $1.51 M | 8.83% | 0.13% |
| PLAN GROUP FINANCIAL, LLC | 10/27/2025 | 114.23 K | $1.49 M | 23.96% | 0.13% |
| DENALI ADVISORS LLC | 11/07/2025 | 112.09 K | $1.46 M | -22.41% | 0.13% |
| TT CAPITAL MANAGEMENT LLC | 11/07/2025 | 107.93 K | $1.41 M | 3.14% | 0.12% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 103.53 K | $1.35 M | -0.67% | 0.12% |
| MARINER, LLC | 11/14/2025 | 102.49 K | $1.34 M | -7.53% | 0.12% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 101.59 K | $1.33 M | 9.55% | 0.12% |
Oaktree Specialty Lending Corporation institutional Ownership - FAQ's
During the previous two years, 269 institutional investors and hedge funds held shares of Oaktree Specialty Lending Corporation. The most heavily invested institutionals were:
PRIVATE MANAGEMENT GROUP INC: 3.01 M
MORGAN STANLEY: 3 M
BRUNI J V & CO /CO: 2.49 M
VAN ECK ASSOCIATES CORP: 2.17 M
Generali Asset Management SPA SGR: 2.09 M
ARES MANAGEMENT LLC: 1.95 M
38.41% of Oaktree Specialty Lending Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 38.58 M shares in the last 24 months. This purchase volume represents approximately $499.18 M in transactions.