Oxford Lane Capital Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.97 M | $28.77 M | 41.81% | 2.26% |
| BARCLAYS PLC | 02/13/2026 | 1.66 M | $24.25 M | 100.00% | 1.90% |
| NORTH GROUND CAPITAL | 02/12/2026 | 1.03 M | $15.12 M | 144.56% | 1.19% |
| EAGLE POINT CREDIT MANAGEMENT LLC | 02/12/2026 | 496.70 K | $7.27 M | 100.00% | 0.57% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 485.40 K | $7.11 M | 8.52% | 0.56% |
| BORDER TO COAST PENSIONS PARTNERSHIP LTD | 01/26/2026 | 440.00 K | $6.45 M | 0.00% | 0.51% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 399.47 K | $5.85 M | 75.30% | 0.46% |
| ARES MANAGEMENT LLC | 02/13/2026 | 247.50 K | $3.62 M | 100.00% | 0.28% |
| COASTAL INVESTMENT ADVISORS, INC. | 01/20/2026 | 242.78 K | $3.55 M | -1.08% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 201.47 K | $2.95 M | -4.30% | 0.23% |
| CITADEL ADVISORS LLC | 02/17/2026 | 185.83 K | $2.72 M | 576.44% | 0.21% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 158.94 K | $2.33 M | 8.59% | 0.18% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/11/2026 | 153.38 K | $2.25 M | 1,101.77% | 0.18% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 149.89 K | $2.19 M | 16.01% | 0.17% |
| DELPHI FINANCIAL GROUP, INC. | 02/11/2026 | 145.03 K | $2.12 M | 100.00% | 0.17% |
| FREESTONE CAPITAL HOLDINGS, LLC | 01/23/2026 | 141.38 K | $2.07 M | 49.01% | 0.16% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 131.54 K | $1.93 M | -20.71% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 122.79 K | $1.80 M | 275.35% | 0.14% |
| LPL FINANCIAL LLC | 02/11/2026 | 98.19 K | $1.44 M | -13.09% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 80.65 K | $1.18 M | -23.83% | 0.09% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 70.93 K | $1.04 M | -9.16% | 0.08% |
| JANE STREET GROUP, LLC | 02/12/2026 | 68.22 K | $998.68 K | 172.33% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 61.74 K | $903.82 K | 1,367.13% | 0.07% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 51.30 K | $751.05 K | 100.00% | 0.06% |
| HRT FINANCIAL LP | 02/12/2026 | 49.04 K | $717.00 K | 100.00% | 0.06% |
| MAREX GROUP PLC | 02/12/2026 | 48.35 K | $707.83 K | -18.99% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 47.08 K | $689.29 K | -7.77% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 46.52 K | $681.02 K | 14.65% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 46.32 K | $678.07 K | -11.62% | 0.05% |
| ENTROPY TECHNOLOGIES, LP | 02/13/2026 | 43.35 K | $634.63 K | 100.00% | 0.05% |
| 02/09/2026 | 42.60 K | $623.66 K | -10.13% | 0.05% | |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 40.14 K | $587.58 K | 0.00% | 0.05% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 39.57 K | $579.25 K | -20.52% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 37.04 K | $542.23 K | 31.30% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 35.01 K | $512.56 K | 6.25% | 0.04% |
| XTX TOPCO LTD | 02/17/2026 | 33.97 K | $497.28 K | 100.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 32.78 K | $479.84 K | -3.50% | 0.04% |
| JUMP FINANCIAL, LLC | 02/17/2026 | 32.24 K | $471.92 K | 100.00% | 0.04% |
| M&T BANK CORP | 01/30/2026 | 30.93 K | $452.77 K | 0.00% | 0.04% |
| WESBANCO BANK INC | 02/03/2026 | 30.09 K | $440.52 K | 0.00% | 0.03% |
| 02/17/2026 | 28.90 K | $423.13 K | 100.00% | 0.03% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 28.45 K | $416.00 K | -16.89% | 0.03% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/26/2026 | 25.93 K | $379.56 K | -88.33% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 24.22 K | $354.55 K | -91.22% | 0.03% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 23.43 K | $342.99 K | 100.00% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 22.50 K | $329.46 K | 405.14% | 0.03% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 21.86 K | $320.00 K | 100.00% | 0.03% |
| EIGHT 31 FINANCIAL LLC | 02/12/2026 | 21.07 K | $308.46 K | 8.15% | 0.02% |
| CFO4LIFE GROUP, LLC | 02/06/2026 | 19.28 K | $282.29 K | 31.33% | 0.02% |
| CURA WEALTH ADVISORS, LLC | 01/23/2026 | 18.25 K | $267.14 K | 0.00% | 0.02% |
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Oxford Lane Capital Corp institutional Ownership - FAQ's
During the previous two years, 163 institutional investors and hedge funds held shares of Oxford Lane Capital Corp. The most heavily invested institutionals were:
Border to Coast Pensions Partnership Ltd: 440,000
BI Asset Management Fondsmaeglerselskab A/S: 162,907
UBS Group AG: 134,178
WEDBUSH SECURITIES INC: 133,129
Simplify Asset Management Inc.: 100,000
Samalin Investment Counsel, LLC: 81,125
11.54% of Oxford Lane Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 10.65 M shares in the last 24 months. This purchase volume represents approximately $89.93 M in transactions.