OFS Capital Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 157.52 K | $749.78 K | 7.37% | 1.18% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 153.20 K | $729.22 K | -8.81% | 1.14% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 109.30 K | $520.27 K | -38.00% | 0.82% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 82.22 K | $391.37 K | 24.04% | 0.61% |
| MARSHALL WACE, LLP | 02/13/2026 | 79.12 K | $376.62 K | 100.00% | 0.59% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 72.23 K | $343.82 K | -40.26% | 0.54% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 70.18 K | $334.08 K | -1.35% | 0.52% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 62.96 K | $299.68 K | -9.18% | 0.47% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 57.83 K | $275.28 K | -25.59% | 0.43% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 57.64 K | $274.36 K | 0.00% | 0.43% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 42.37 K | $201.68 K | 100.00% | 0.32% |
| CITADEL ADVISORS LLC | 02/17/2026 | 24.07 K | $114.56 K | 54.93% | 0.18% |
| SOA WEALTH ADVISORS, LLC. | 01/20/2026 | 18.75 K | $89.22 K | 3.55% | 0.14% |
| LPL FINANCIAL LLC | 02/11/2026 | 17.91 K | $85.24 K | -11.19% | 0.13% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 17.09 K | $81.34 K | -26.43% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 15.04 K | $72.00 K | -16.86% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 14.00 K | $67.00 K | 0.00% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 13.87 K | $66.02 K | 100.00% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 13.50 K | $64.26 K | 0.00% | 0.10% |
| 04/10/2026 | 12.95 K | $61.64 K | 100.00% | 0.10% | |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 12.10 K | $57.61 K | 0.00% | 0.09% |
| ROYAL BANK OF CANADA | 02/17/2026 | 11.50 K | $55.00 K | 53.33% | 0.09% |
| UBS GROUP AG | 01/29/2026 | 3.35 K | $15.94 K | -2.67% | 0.03% |
| NBC SECURITIES, INC. | 01/29/2026 | 2.82 K | $13.42 K | -33.80% | 0.02% |
| ACCESS INVESTMENT MANAGEMENT LLC | 02/02/2026 | 2.50 K | $19.23 K | 0.00% | 0.02% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.22 K | $10.55 K | -2.89% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.08 K | $5.16 K | -84.70% | 0.01% |
| US BANCORP \DE\ | 01/30/2026 | 1.00 K | $4.76 K | 0.00% | 0.01% |
| HARBOR ASSET PLANNING, INC. | 01/26/2026 | 687 | $3.27 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 506 | $2.41 K | 0.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 500 | $2.38 K | -68.75% | 0.00% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 140 | $666 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2 | $7 | -99.34% | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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OFS Capital Corp institutional Ownership - FAQ's
During the previous two years, 54 institutional investors and hedge funds held shares of OFS Capital Corp. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 109,948
UBS Group AG: 21,760
Cambridge Investment Research Advisors, Inc.: 15,040
Janney Montgomery Scott LLC: 13,250
Sanctuary Advisors, LLC: 12,102
RITHOLTZ WEALTH MANAGEMENT: 11,842
8.44% of OFS Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 2.52 M shares in the last 24 months. This purchase volume represents approximately $9.73 M in transactions.