Oaktree Specialty Lending Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | 05/08/2026 | 3.72 M | $42.05 M | 14.18% | 4.22% |
| MORGAN STANLEY | 05/15/2026 | 2.56 M | $28.95 M | -13.45% | 2.91% |
| BRUNI J V & CO /CO | 05/07/2026 | 2.50 M | $28.23 M | 0.09% | 2.84% |
| ARES MANAGEMENT LLC | 05/15/2026 | 2.10 M | $23.72 M | 8.59% | 2.38% |
| GENERALI ASSET MANAGEMENT SPA SGR | 05/05/2026 | 2.09 M | $23.59 M | 0.00% | 2.37% |
| OAKTREE CAPITAL MANAGEMENT LP | 05/20/2026 | 1.85 M | $20.93 M | 0.00% | 2.10% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.70 M | $19.25 M | -20.90% | 1.93% |
| CLARET ASSET MANAGEMENT CORP | 05/11/2026 | 1.67 M | $18.85 M | 0.48% | 1.89% |
| UBS GROUP AG | 05/05/2026 | 1.37 M | $15.48 M | 2.71% | 1.56% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.28 M | $14.46 M | 0.96% | 1.45% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 05/07/2026 | 1.24 M | $14.03 M | 100.00% | 1.41% |
| MELIA WEALTH LLC | 05/08/2026 | 1.24 M | $14.02 M | 1.83% | 1.41% |
| BEACH POINT CAPITAL MANAGEMENT LP | 04/20/2026 | 1.11 M | $12.56 M | 100.00% | 1.26% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 883.26 K | $9.98 M | 19.35% | 1.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 720.72 K | $8.14 M | 199.73% | 0.82% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 685.01 K | $7.75 M | 11.08% | 0.78% |
| ROYAL BANK OF CANADA | 05/15/2026 | 479.66 K | $5.42 M | 3.95% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 424.02 K | $4.79 M | 6.76% | 0.48% |
| BLACKROCK, INC. | 05/13/2026 | 341.86 K | $3.86 M | -20.62% | 0.39% |
| CITADEL ADVISORS LLC | 05/15/2026 | 341.62 K | $3.86 M | 856.96% | 0.39% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 05/11/2026 | 336.59 K | $3.80 M | 5.02% | 0.38% |
| MUZINICH & CO., INC. | 04/24/2026 | 333.56 K | $3.77 M | 0.30% | 0.38% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 310.88 K | $3.51 M | 0.00% | 0.35% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 308.19 K | $3.48 M | 70.11% | 0.35% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 285.64 K | $3.23 M | 27.27% | 0.32% |
| ARNHOLD LLC | 05/11/2026 | 282.35 K | $3.19 M | 34.55% | 0.32% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 04/16/2026 | 240.93 K | $2.72 M | -6.49% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 235.55 K | $2.66 M | 32.52% | 0.27% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 231.07 K | $2.61 M | 36.24% | 0.26% |
| OLD PORT ADVISORS | 04/06/2026 | 212.29 K | $2.40 M | 28.76% | 0.24% |
| TORONTO DOMINION BANK | 05/15/2026 | 207.00 K | $2.34 M | 0.00% | 0.24% |
| MARINER INVESTMENT GROUP LLC | 05/05/2026 | 200.00 K | $35.00 K | 100.00% | 0.23% |
| COLONY GROUP, LLC | 05/15/2026 | 199.91 K | $2.26 M | -7.26% | 0.23% |
| TRIAD INVESTMENT MANAGEMENT | 05/08/2026 | 197.33 K | $2.23 M | -1.75% | 0.22% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 176.67 K | $2.00 M | 0.00% | 0.20% |
| MICHELSON MEDICAL RESEARCH FOUNDATION, INC. | 05/15/2026 | 170.10 K | $1.92 M | 100.00% | 0.19% |
| NAVITER WEALTH, LLC | 04/10/2026 | 166.08 K | $1.88 M | 33.43% | 0.19% |
| PLAN GROUP FINANCIAL, LLC | 04/13/2026 | 161.01 K | $1.82 M | 23.89% | 0.18% |
| FIDUCIARY FINANCIAL GROUP, LLC | 04/13/2026 | 154.04 K | $1.74 M | 25.42% | 0.17% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 149.81 K | $1.69 M | 11.91% | 0.17% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 149.64 K | $1.69 M | -1.54% | 0.17% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 143.56 K | $1.62 M | -3.22% | 0.16% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 139.97 K | $1.58 M | 0.00% | 0.16% |
| CERBERUS CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 135.00 K | $1.53 M | 100.00% | 0.15% |
| DNB ASSET MANAGEMENT AS | 05/14/2026 | 133.42 K | $1.51 M | 0.00% | 0.15% |
| CARNEGIE LAKE ADVISORS LLC | 04/29/2026 | 131.34 K | $1.48 M | -0.15% | 0.15% |
| 04/21/2026 | 126.32 K | $1.43 M | 15.11% | 0.14% | |
| LIDO ADVISORS, LLC | 05/13/2026 | 116.88 K | $1.32 M | -0.30% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 116.07 K | $1.31 M | 22.69% | 0.13% |
| STATE STREET CORP | 05/15/2026 | 107.83 K | $1.22 M | 7.46% | 0.12% |
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Oaktree Specialty Lending Corp institutional Ownership - FAQ's
During the previous two years, 282 institutional investors and hedge funds held shares of Oaktree Specialty Lending Corp. The most heavily invested institutionals were:
PRIVATE MANAGEMENT GROUP INC: 3.72 M
MORGAN STANLEY: 2.56 M
BRUNI J V & CO /CO: 2.5 M
ARES MANAGEMENT LLC: 2.1 M
Generali Asset Management SPA SGR: 2.09 M
OAKTREE CAPITAL MANAGEMENT LP: 1.85 M
42.35% of Oaktree Specialty Lending Corp stock is owned by institutional investors.
Institutional investors have bought a total of 42.00 M shares in the last 24 months. This purchase volume represents approximately $479.69 M in transactions.