Who Owns Oaktree Specialty Lending Stock?
NASDAQ: OCSLFinanceFinance: Consumer ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 50.54%
- Held by insiders
- 0.30%
- Institutional holders
- 201
- Institutions 50.5%
- Insiders 0.3%
- Public and other 49.2%
Who owns Oaktree Specialty Lending stock?
Institutional investors own about 50.5% of Oaktree Specialty Lending's shares, spread across 201 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.30% of OCSL.
The largest institutional holders are Oaktree Capital Management LP (8.94%), Private Management Group, Inc. (4.39%) and Royal Bank of Canada (3.32%). Together, the top 10 institutions control 33.8% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their OCSL positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OCSL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Oaktree Capital Management LP | 7.87M | 8.94% | +325.0% |
| Private Management Group, Inc. | 3.87M | 4.39% | +4.0% |
| Royal Bank of Canada | 2.92M | 3.32% | +509.7% |
| Bruni J V & Co /CO | 2.47M | 2.81% | -0.9% |
| Morgan Stanley | 2.40M | 2.73% | -6.3% |
| Ares Management LLC | 2.20M | 2.50% | +5.0% |
| Van Eck Associates Corporation | 2.20M | 2.49% | +28.9% |
| Generali Asset Management Spa Sgr | 2.08M | 2.36% | -0.3% |
| UBS Group AG | 2.08M | 2.36% | +51.9% |
| Claret Asset Management Corp | 1.67M | 1.90% | +0.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OCSL
| Fund | Shares | % Held |
|---|---|---|
| VanEck ETF Trust-VanEck BDC Income ETF | 1.72M | 1.95% |
| First TRT Exch-Trd Fd. VIII-FT Confluence BDC & Specialty Finance Inco | 62.60K | 0.07% |
| Mercer Funds-Mercer Opportunistic Fixed Income Fund | 53.00K | 0.06% |
| Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF | 46.83K | 0.05% |
| ETFis Series Trust I-Virtus Private Credit Strategy ETF | 46.82K | 0.05% |
| Tidal Trust III-NovaTide Flexible Allocation ETF | 36.94K | 0.04% |
| ProShares Trust-ProShares Global Listed Private Equity ETF | 15.35K | 0.02% |
| Northern Funds-SMALL CAP CORE FUND | 7.99K | 0.01% |
| Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St | 31 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Oaktree Specialty Lending?
Oaktree Capital Management LP is the largest institutional shareholder of OCSL, owning 8.94% of shares outstanding (7.87M shares) as of its latest 13F filing.
What percentage of Oaktree Specialty Lending is owned by institutions?
Institutions own about 50.5% of OCSL shares and 50.7% of the public float.
How much of Oaktree Specialty Lending do insiders own?
Insiders, such as officers and directors, own about 0.30% of OCSL shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.