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 | 02/12/2026 | 3.26 M | $41.52 M | 8.14% | 3.70% |
| MORGAN STANLEY | 02/13/2026 | 2.96 M | $37.71 M | -1.30% | 3.36% |
| BRUNI J V & CO /CO | 02/10/2026 | 2.50 M | $31.80 M | 0.35% | 2.83% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 2.15 M | $27.44 M | -0.90% | 2.44% |
| GENERALI ASSET MANAGEMENT SPA SGR | 02/03/2026 | 2.09 M | $26.60 M | 0.00% | 2.37% |
| ARES MANAGEMENT LLC | 02/13/2026 | 1.93 M | $24.63 M | -0.62% | 2.19% |
| OAKTREE CAPITAL MANAGEMENT LP | 02/17/2026 | 1.85 M | $23.60 M | 0.00% | 2.10% |
| CLARET ASSET MANAGEMENT CORP | 02/11/2026 | 1.66 M | $21.16 M | -1.93% | 1.89% |
| UBS GROUP AG | 01/29/2026 | 1.33 M | $16.99 M | 47.47% | 1.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.27 M | $16.15 M | -4.01% | 1.44% |
| MELIA WEALTH LLC | 02/09/2026 | 1.22 M | $15.53 M | 0.24% | 1.38% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 740.08 K | $9.43 M | 90.67% | 0.84% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 616.68 K | $7.85 M | 15.73% | 0.70% |
| ROYAL BANK OF CANADA | 02/17/2026 | 461.44 K | $5.88 M | -9.19% | 0.52% |
| BLACKROCK, INC. | 02/12/2026 | 430.64 K | $5.49 M | -1.25% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 397.19 K | $5.06 M | 435.68% | 0.45% |
| CLEAR STREET MARKETS LLC | 02/17/2026 | 380.00 K | $4.84 M | 100.00% | 0.43% |
| MUZINICH & CO., INC. | 01/21/2026 | 332.57 K | $4.24 M | 0.50% | 0.38% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 02/10/2026 | 320.50 K | $4.08 M | -3.57% | 0.36% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 310.88 K | $3.96 M | 2.34% | 0.35% |
| WILLS FINANCIAL GROUP LLC | 02/11/2026 | 295.32 K | $3.76 M | 26.89% | 0.34% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/11/2026 | 257.66 K | $3.28 M | -11.42% | 0.29% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 240.46 K | $3.06 M | 100.00% | 0.27% |
| JANE STREET GROUP, LLC | 02/12/2026 | 229.80 K | $2.93 M | 343.12% | 0.26% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 228.99 K | $2.92 M | 100.00% | 0.26% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 224.44 K | $2.86 M | -13.36% | 0.25% |
| COLONY GROUP, LLC | 02/13/2026 | 215.57 K | $2.75 M | 100.00% | 0.24% |
| ICON ADVISERS INC/CO | 02/13/2026 | 215.00 K | $2.74 M | 256.99% | 0.24% |
| ARNHOLD LLC | 02/09/2026 | 209.85 K | $2.67 M | 16.68% | 0.24% |
| TORONTO DOMINION BANK | 02/17/2026 | 207.00 K | $2.64 M | 100.00% | 0.24% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 204.84 K | $2.61 M | 11.42% | 0.23% |
| TRIAD INVESTMENT MANAGEMENT | 01/16/2026 | 200.85 K | $2.56 M | 100.00% | 0.23% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 181.17 K | $2.31 M | -32.37% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 177.74 K | $2.26 M | -21.08% | 0.20% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 176.67 K | $2.25 M | 0.00% | 0.20% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 169.61 K | $2.16 M | -27.98% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 166.12 K | $2.12 M | -25.74% | 0.19% |
| OLD PORT ADVISORS | 01/08/2026 | 164.87 K | $2.10 M | 30.29% | 0.19% |
| LPL FINANCIAL LLC | 02/11/2026 | 162.82 K | $2.07 M | -4.37% | 0.18% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 02/09/2026 | 162.10 K | $2.07 M | -17.68% | 0.18% |
| INDEPENDENT ADVISOR ALLIANCE | 02/04/2026 | 151.99 K | $1.94 M | -7.46% | 0.17% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 148.34 K | $1.89 M | 46.01% | 0.17% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 139.97 K | $1.78 M | -5.92% | 0.16% |
| XTX TOPCO LTD | 02/17/2026 | 135.87 K | $1.73 M | 1,061.17% | 0.15% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 133.87 K | $1.71 M | 240.29% | 0.15% |
| DNB ASSET MANAGEMENT AS | 02/05/2026 | 133.42 K | $1.70 M | -6.22% | 0.15% |
| CARNEGIE LAKE ADVISORS LLC | 02/10/2026 | 131.54 K | $1.68 M | -0.29% | 0.15% |
| PLAN GROUP FINANCIAL, LLC | 02/03/2026 | 129.96 K | $1.66 M | 13.77% | 0.15% |
| NAVITER WEALTH, LLC | 01/21/2026 | 124.47 K | $1.59 M | -22.62% | 0.14% |
| FIDUCIARY FINANCIAL GROUP, LLC | 01/12/2026 | 122.82 K | $1.56 M | 55.36% | 0.14% |
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Oaktree Specialty Lending Corp institutional Ownership - FAQ's
During the previous two years, 286 institutional investors and hedge funds held shares of Oaktree Specialty Lending Corp. The most heavily invested institutionals were:
Generali Asset Management SPA SGR: 2.09 M
UBS Group AG: 1.37 M
Beach Point Capital Management LP: 1.11 M
Triad Investment Management: 599,036
Muzinich & Co., Inc.: 333,559
Sumitomo Mitsui Trust Holdings, Inc.: 310,875
40.49% of Oaktree Specialty Lending Corp stock is owned by institutional investors.
Institutional investors have bought a total of 43.56 M shares in the last 24 months. This purchase volume represents approximately $497.46 M in transactions.