Security Snapshot

Oaktree Specialty Lending Corp - Common Stock, par value $0.01 per share (OCSL) Institutional Ownership

CUSIP: 67401P405

13F Institutional Holders and Ownership History from Q2 2022 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

75

Shares (Excl. Options)

13,796,173

Price

$11.94

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-361,567
Value change
-$4,120,171
Number of holders
75
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
87,904,264
SEC-reported price per share
$12.03
Insider filing price
$12.03
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • OCSL - Oaktree Specialty Lending Corp - Common Stock, par value $0.01 per share is tracked under CUSIP 67401P405.
  • 75 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 186 to 75 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $407,894,647 to $164,732,230.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 75 institutions filings for Q2 2026.

Open SEC evidence

Security key

67401P405

Latest holder period

Q2 2026

13F holders

75

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
OCSL
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Oaktree Capital I, L.P. 8.6% $109,633,495 7,524,605 Oaktree Capital Holdings, LLC 03 Feb 2025

As of 30 Jun 2026, 75 institutional investors reported holding 13,796,173 shares of Oaktree Specialty Lending Corp - Common Stock, par value $0.01 per share (OCSL). This represents 16% of the company’s total 87,904,264 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
15%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PRIVATE MANAGEMENT GROUP INC 4.4% 3,869,484 +4% 1.2% $46,201,642
Generali Asset Management SPA SGR 2.4% 2,080,867 -0.34% 0.45% $24,845,552
Claret Asset Management Corp 1.9% 1,670,234 +0.1% 2.1% $19,943,000
Russell Investments Group, Ltd. 1.2% 1,054,187 +46% 0.01% $12,586,992
Beach Point Capital Management LP 0.52% 453,524 -59% 2.1% $5,415,077
Muzinich & Co., Inc. 0.38% 334,737 +0.35% 1.4% $3,996,765
BlackRock, Inc. 0.38% 333,996 -2.3% 0% $3,987,912
Sumitomo Mitsui Trust Group, Inc. 0.35% 310,875 0% 0% $3,711,848
Arnhold LLC 0.34% 297,345 +5.3% 0.25% $3,550,299
United Advisor Group, LLC 0.33% 293,056 +2.6% 0.37% $3,499,089
Old Port Advisors 0.28% 247,537 +17% 0.58% $2,955,597
Naviter Wealth, LLC 0.24% 208,294 +25% 0.23% $2,487,035
Plan Group Financial, LLC 0.23% 202,342 +26% 0.5% $2,415,968
HighTower Advisors, LLC 0.21% 188,588 -39% 0% $2,251,744
FIDUCIARY FINANCIAL GROUP, LLC 0.21% 185,270 +20% 0.25% $2,212,124
Lido Advisors, LLC 0.18% 156,076 +34% 0.01% $1,863,552
LSV ASSET MANAGEMENT 0.16% 139,966 0% 0% $1,671,000
Carnegie Lake Advisors LLC 0.15% 130,348 -0.76% 0.58% $1,556,359
SBE LLC DBA CEDAR COVE WEALTH PARTNERS 0.15% 129,925 +2.9% 0.73% $1,551,301
STATE STREET CORP 0.14% 127,068 +18% 0% $1,517,192
LPL Financial LLC 0.13% 110,316 +7% 0% $1,317,176
CONFLUENCE INVESTMENT MANAGEMENT LLC 0.12% 105,926 -0.87% 0.02% $1,264,756
TT Capital Management LLC 0.1% 91,982 +2.5% 0.86% $1,098,267
Triad Investment Management 0.1% 88,563 -55% 1.2% $1,057,443
JACKSON THORNTON WEALTH MANAGEMENT, LLC 0.1% 84,506 +153% 0.08% $1,009,001

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
17
Latest
Q2 2026
Rows shown
1-17 of 17
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 13,796,173 $164,732,230 -$4,120,171 $11.94 75
2026 Q1 36,084,266 $407,894,647 +$1,983,382 $11.30 186
2025 Q4 35,684,019 $454,664,677 +$17,614,539 $12.74 202
2025 Q3 33,833,497 $441,628,786 +$9,331,547 $13.05 183
2025 Q2 33,082,102 $452,036,872 +$18,232,955 $13.66 192
2025 Q1 31,447,418 $483,173,479 +$5,597,123 $15.36 187
2024 Q4 31,341,838 $479,025,794 +$38,891,008 $15.28 193
2024 Q3 27,145,683 $444,859,178 -$29,315,877 $16.31 187
2024 Q2 29,334,371 $551,763,187 -$508,188 $18.81 194
2024 Q1 29,883,441 $587,702,378 -$677,035 $19.66 192
2023 Q4 29,951,639 $611,592,922 +$29,317,512 $20.42 202
2023 Q3 28,322,756 $569,756,955 +$9,974,765 $20.12 182
2023 Q2 27,828,532 $540,697,103 +$31,513,246 $19.43 176
2023 Q1 26,848,797 $503,982,156 +$406,510,955 $18.77 178
2022 Q4 5,159,833 $35,447,221 +$35,447,221 $6.87 4
2022 Q3 0 $0 -$34,100 $12.03 0
2022 Q2 1,755 $34,100 +$34,100 $19.43 1
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