Who Owns Oxford Lane Capital Stock?
NASDAQ: OXLCFinanceInvestment ManagersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 18.72%
- Held by insiders
- 3.19%
- Institutional holders
- 108
- Institutions 18.7%
- Insiders 3.2%
- Public and other 78.1%
Who owns Oxford Lane Capital stock?
Institutional investors own about 18.7% of Oxford Lane Capital's shares, spread across 108 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 3.19% of OXLC.
The largest institutional holders are Morgan Stanley (3.92%), Polar Asset Management Partners Inc. (2.40%) and Kohlberg Kravis Roberts & Co. L.P. (1.81%). Together, the top 10 institutions control 15.3% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their OXLC positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OXLC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 3.84M | 3.92% | +7.6% |
| Polar Asset Management Partners Inc. | 2.35M | 2.40% | +17.5% |
| Kohlberg Kravis Roberts & Co. L.P. | 1.77M | 1.81% | -44.4% |
| Citadel Advisors Llc | 1.70M | 1.74% | +48.9% |
| Goldman Sachs Group Inc | 1.45M | 1.48% | +13464.5% |
| Jain Global LLC | 1.02M | 1.04% | +1436.0% |
| Blackstone Inc | 910.00K | 0.93% | +34.8% |
| Barclays Plc | 850.00K | 0.87% | +57.9% |
| Eagle Point Credit Management, LLC | 834.46K | 0.85% | 0.0% |
| Ares Management LLC | 268.56K | 0.27% | +3.8% |
% 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 OXLC
| Fund | Shares | % Held |
|---|---|---|
| Modern Capital Funds Trust-Modern Capital Tactical Income Fund | 224.50K | 0.23% |
| WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund | 199.07K | 0.20% |
| KKR Income Opportunities Fund | 194.47K | 0.20% |
| EP Private Capital Fund I | 171.41K | 0.17% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Ares Cr | 171.06K | 0.17% |
| ETFis Series Trust I-Virtus Private Credit Strategy ETF | 153.50K | 0.16% |
| Eagle Point Defensive Income Trust | 91.47K | 0.09% |
| CION Ares Diversified Credit Fund | 75.00K | 0.08% |
| WisdomTree Digital TRT-WisdomTree Private Credit and Alternative Incom | 12.96K | 0.01% |
Frequently asked questions
Who is the largest shareholder of Oxford Lane Capital?
Morgan Stanley is the largest institutional shareholder of OXLC, owning 3.92% of shares outstanding (3.84M shares) as of its latest 13F filing.
What percentage of Oxford Lane Capital is owned by institutions?
Institutions own about 18.7% of OXLC shares and 19.3% of the public float.
How much of Oxford Lane Capital do insiders own?
Insiders, such as officers and directors, own about 3.19% of OXLC 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.