Security record · archived quarter
OCSL
Oaktree Specialty Lending Corporation · Financial Services · Asset Management
57Tracked holders
-3Δ holders
12.87MShares held
$145.40MReported value
+6New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +2.1% ·
net new positions -5.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | -6 | 21.00M | $250.75M | +2 | −9 |
| Q1 2026 | 57 | -3 | 12.87M | $145.40M | +6 | −9 |
| Q4 2025 | 60 | +1 | 12.60M | $160.57M | +3 | −2 |
| Q3 2025 | 12 | +2 | 6.04M | $78.84M | +2 | n/a |
| Q2 2025 | 7 | -1 | 2.59M | $35.37M | +1 | −2 |
| Q1 2025 | 7 | 0 | 2.14M | $32.88M | +1 | −1 |
| Q4 2024 | 7 | +3 | 2.74M | $41.88M | +3 | n/a |
| Q3 2024 | 4 | -1 | 2.61M | $42.56M | n/a | −1 |
| Q2 2024 | 5 | n/a | 3.12M | $58.72M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.56M | -13.4% | $28.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Oaktree Capital Management ✦ | 1.85M | 0.0% | $20.93M | 0.5% | Held | 8 | SEC ↗ |
| 3 | UBS Group AG | 1.37M | +2.7% | $15.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Two Sigma Investments ✦ | 883.26K | +19.4% | $9.98M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Russell Investments Group, Ltd. | 720.72K | +199.7% | $8.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Legal & General Group Plc | 685.01K | +11.1% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 479.66K | +4.0% | $5.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Raymond James Financial Inc | 424.02K | +6.8% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | BlackRock ✦ (passive) | 341.86K | -20.6% | $3.86M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 341.62K | +857.0% | $3.86M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 11 | Sumitomo Mitsui Trust Group, Inc. | 310.88K | 0.0% | $3.51M | 0.0% | Held | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 308.19K | +70.1% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 235.55K | +32.5% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 231.07K | +36.2% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Toronto Dominion Bank | 207.00K | 0.0% | $2.34M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 199.91K | -7.3% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Loomis Sayles & Co L P | 176.67K | 0.0% | $2.00M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Lazard Asset Management Llc | 143.56K | -3.2% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 116.88K | -0.3% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 116.07K | +22.7% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | State Street Global Advisors ✦ (passive) | 107.83K | +7.5% | $1.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | LPL Financial LLC | 103.08K | -36.7% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 95.39K | -42.6% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Balyasny Asset Management L.P. | 82.74K | +455.8% | $934,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Squarepoint Ops LLC | 78.20K | +61.8% | $883,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 65.44K | -2.5% | $739,490 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Invesco Ltd. | 50.94K | -8.0% | $575,599 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Creative Planning | 49.89K | -6.2% | $563,721 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 45.97K | +86.2% | $519,493 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northern Trust Corp | 44.05K | -44.6% | $497,822 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Bnp Paribas Financial Markets | 43.11K | -53.9% | $487,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Tidal Investments LLC | 35.79K | New | $404,461 | 0.0% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 35.67K | +5.1% | $403,094 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 34 | Cetera Investment Advisers | 30.11K | +2.4% | $340,243 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 29.81K | New | $336,882 | 0.0% | New | 1 | SEC ↗ |
| 36 | Millennium Management ✦ | 27.72K | -69.8% | $313,281 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Stifel Financial Corp | 26.29K | -26.3% | $297,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Brown Advisory Inc | 26.17K | -26.1% | $295,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | D. E. Shaw & Co. ✦ | 24.71K | New | $279,268 | 0.0% | New | 1 | SEC ↗ |
| 40 | Mariner, LLC | 22.38K | -80.8% | $252,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 19.22K | -29.8% | $215,467 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Simplex Trading, Llc | 17.96K | New | $202,959 | 0.0% | New | 1 | SEC ↗ |
| 43 | ProShare Advisors LLC | 17.46K | +3.2% | $197,309 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Envestnet Asset Management Inc | 16.79K | +29.6% | $189,703 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Captrust Financial Advisors | 15.99K | +0.6% | $180,730 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | IMC-Chicago, LLC | 13.77K | New | $155,545 | 0.0% | New | 1 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 12.38K | -3.1% | $139,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Corient Private Wealth LP | 11.83K | -43.4% | $133,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Fifth Third Bancorp | 3.65K | New | $41,290 | 0.0% | New | 1 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 3.32K | -0.1% | $37,538 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Optiver Holding B.V. | 1.46K | 0.0% | $16,521 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Cwm, Llc | 1.31K | -3.5% | $14,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 102 | +5000.0% | $1,116 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Assetmark, Inc | 16 | -97.1% | $181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Danske Bank A/S | 2 | 0.0% | $23 | 0.0% | Held | 2 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 1 | 0.0% | $11 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Citigroup Inc | 1 | -96.7% | $11 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Tidal Investments LLC | $404,461 | 0.0% |
| Cerity Partners LLC | $336,882 | 0.0% |
| D. E. Shaw & Co. | $279,268 | 0.0% |
| Simplex Trading, Llc | $202,959 | 0.0% |
| IMC-Chicago, LLC | $155,545 | 0.0% |
| Fifth Third Bancorp | $41,290 | 0.0% |
Exited
| Jane Street Group, Llc | $2.93M | was 0.0% |
| Gotham Asset Management | $942,327 | was 0.0% |
| Point72 Asset Management | $817,615 | was 0.0% |
| Neuberger Berman Group LLC | $174,576 | was 0.0% |
| Goldman Sachs Group | $173,226 | was 0.0% |
| Fisher Asset Management | $131,547 | was 0.0% |
| Group One Trading Llc | $60,591 | was 0.0% |
| National Bank Of Canada /Fi/ | $18,431 | was 0.0% |
| Nomura Asset Management Co Ltd | $5,274 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 183 holders, 37.66M shares, $380.40M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Aug 12
Panossian Armen
Officer · See Remarks · 1.70K sh @ 12.69 · $21,581
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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