Oxford Lane Capital Corp. - Preferred (OXLCO) Institutional Ownership

13F Institutional Holders and Ownership History for Q4 2025

Type / Class
Equity / Preferred
Symbol
OXLCO on Nasdaq
Shares outstanding
2,399,586
Price per share
$23.75
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
519,658
Total reported value
$12,162,491
% of total 13F portfolios
0%
Share change
+519,658
Value change
+$12,162,491
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Oxford Lane Capital Corp. - Preferred (OXLCO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Karpus Management, Inc. 22% +42% $12,264,286 +$3,608,622 516,391 +42% KARPUS MANAGEMENT, INC. 31 Dec 2025

As of 31 Dec 2025, 2 institutional investors reported holding 519,658 shares of Oxford Lane Capital Corp. - Preferred (OXLCO). This represents 22% of the company’s total 2,399,586 outstanding shares.

Top 2 Institutional Shareholders

The largest institutional shareholders of Oxford Lane Capital Corp. - Preferred (OXLCO) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Karpus Management, Inc. 22% 516,391 2.5% $12,086,028
NBC SECURITIES, INC. 0.14% 3,267 0.01% $76,463

Institutional Holders of Oxford Lane Capital Corp. - Preferred (OXLCO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 519,658 $12,162,491 +$12,162,491 $23.40 2