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Oaktree Specialty Lending Co (OCSL)

CUSIP: 67401P405 | NYSE | Financial Services · Asset Management | Small Cap | 462 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Private Management Group Inc4,010,332
1.3% of portfolio›$47.7M
Generali Asset Management SPA SGR2,087,968
0.4% of portfolio›$24.8M
Muzinich & Co., Inc.485,949
1.9% of portfolio›$5.8M
Sumitomo Mitsui Trust Group, Inc.341,805
0.0% of portfolio›$4.1M
Arnhold LLC297,345
0.3% of portfolio›$3.5M
United Advisor Group, LLC291,321
0.3% of portfolio›$3.5M
Old Port Advisors274,373
0.7% of portfolio›$3.3M
Plan Group Financial, LLC254,802
0.6% of portfolio›$2.9M
Fiduciary Financial Group, LLC187,111
0.3% of portfolio›$2.2M
Lido Advisors, LLC148,301
0.0% of portfolio›$1.8M
SBE LLC DBA Cedar Cove Wealth Partners133,596
0.8% of portfolio›$1.6M
Confluence Investment Management LLC105,951
0.0% of portfolio›$1.3M
TT Capital Management LLC95,385
0.8% of portfolio›$1.1M
Steel Grove Capital Advisors, LLC70,474
0.1% of portfolio›$838.6K
BI Asset Management Fondsmaeglerselskab A/S62,208
0.0% of portfolio›$740
Blue Trust, Inc.61,301
0.0% of portfolio›$729.5K
Avaii Wealth Management, LLC61,242
0.2% of portfolio›$729.1K
Sound Income Strategies, LLC52,917
0.0% of portfolio›$623.9K
Creative Planning50,474
0.0% of portfolio›$600.6K
Valeo Financial Advisors, LLC35,600
0.0% of portfolio›$423.6K
Commonwealth Equity Services, LLC32,440
0.0% of portfolio›$386.0K
Chicago Partners Investment Group LLC31,205
0.0% of portfolio›$357.0K
Sovran Advisors, LLC30,787
0.0% of portfolio›$373.4K
Bfsg, LLC22,771
0.0% of portfolio›$271.0K
HB Wealth Management, LLC21,157
0.0% of portfolio›$251.8K
Generali Investments CEE, investicni spolecnost, a.s.20,046
0.0% of portfolio›$239.3K
Parallel Advisors, LLC17,250
0.0% of portfolio›$205.3K
Nilsine Partners, LLC16,455
0.0% of portfolio›$195.8K
ProShare Advisors LLC15,346
0.0% of portfolio›$182.6K
Sigma Planning Corp14,747
0.0% of portfolio›$175.5K
First Affirmative Financial Network14,578
0.0% of portfolio›$173.5K
Pinnacle Associates LTD14,552
0.0% of portfolio›$173.2K
Tortuga Wealth Management, Inc14,506
0.1% of portfolio›$172.7K
StoneX Group Inc.12,409
0.0% of portfolio›$158.4K
Cohen Capital Management, Inc.11,379
0.0% of portfolio›$135.4K
MGO One Seven LLC11,147
0.0% of portfolio›$132.6K
Cambridge Investment Research Advisors, Inc.10,366
0.0% of portfolio›$123
Oppenheimer & Co Inc10,123
0.0% of portfolio›$120.5K
MacKenzie Financial Corp10,028
0.0% of portfolio›$119.3K
TrinityBridge Ltd7,400
0.0% of portfolio›$88
Register Financial Advisors LLC5,000
0.0% of portfolio›$59.5K
Security National Bank4,607
0.0% of portfolio›$54.8K
State of Alaska, Department of Revenue3,559
0.0% of portfolio›$42
Abound Wealth Management2,577
0.0% of portfolio›$30.7K
MTM Investment Management, LLC2,500
0.0% of portfolio›$29.8K
PFS Partners, LLC1,936
0.0% of portfolio›$23.0K
Bokf, NA1,900
0.0% of portfolio›$22.6K
Carnegie Lake Advisors LLC1,128
0.5% of portfolio›$1.4M
Simplex Trading, LLC1,098
0.0% of portfolio›$13.1K
Burk Holdings LLC1,008
0.0% of portfolio›$12.0K
Farther Finance Advisors, LLC754
0.0% of portfolio›$9.0K
North Star Investment Management Corp.733
0.0% of portfolio›$8.7K
Cassaday & Co Wealth Management LLC575
0.0% of portfolio›$6.8K
Madden Securities Corp500
0.0% of portfolio›$6.0K
Assetmark, Inc496
0.0% of portfolio›$5.9K
Signaturefd, LLC360
0.0% of portfolio›$4.3K
JFS Wealth Advisors, LLC33
0.0% of portfolio›$393
Caitong International Asset Management Co., Ltd22
0.0% of portfolio›$262
TD Waterhouse Canada Inc.1
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Private Management Group Inc
4,010,332$47.7M1.3%YieldLowIrvine, CA2026-11-04
Generali Asset Management SPA SGR
2,087,968$24.8M0.4%CoreLowTrieste, Latvia2026-10-26
Muzinich & Co., Inc.
485,949$5.8M1.9%YieldVery LowNew York, NY2026-10-22
Sumitomo Mitsui Trust Group, Inc.
341,805$4.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Arnhold LLC
297,345$3.5M0.3%GARPLowNew York, NY2026-10-26
United Advisor Group, LLC
291,321$3.5M0.3%ETFLowCincinnati, OH2026-11-03
Old Port Advisors
274,373$3.3M0.7%GARPLowPortland, ME2026-10-23
Plan Group Financial, LLC
254,802$2.9M0.6%ETFMediumOklahoma City, OK2026-10-22
Fiduciary Financial Group, LLC
187,111$2.2M0.3%ETFLowSan Rafael, CA2026-10-13
Lido Advisors, LLC
148,301$1.8M0.0%GrowthLowLos Angeles, CA2026-11-04
SBE LLC DBA Cedar Cove Wealth Partners
133,596$1.6M0.8%ETFMediumBloomington, MN2026-10-15
Confluence Investment Management LLC
105,951$1.3M0.0%ValueMediumSt. Louis, MO2026-10-01
TT Capital Management LLC
95,385$1.1M0.8%YieldMediumGilbert, AZ2026-10-15
Steel Grove Capital Advisors, LLC
70,474$838.6K0.1%ETFLowMemphis, TN2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
62,208$7400.0%CoreMediumKobenhavn, Greece2026-10-22
Blue Trust, Inc.
61,301$729.5K0.0%ETFLowBrentwood, TN2026-10-15
Avaii Wealth Management, LLC
61,242$729.1K0.2%ETFMediumAppleton, WI2026-10-09
Sound Income Strategies, LLC
52,917$623.9K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Creative Planning
50,474$600.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Valeo Financial Advisors, LLC
35,600$423.6K0.0%ETFLowCarmel, IN2026-10-08
Commonwealth Equity Services, LLC
32,440$386.0K0.0%ETFLowWaltham, MA2026-11-02
Chicago Partners Investment Group LLC
31,205$357.0K0.0%GARPLowChicago, IL2026-10-27
Sovran Advisors, LLC
30,787$373.4K0.0%ETFMediumSan Diego, CA2026-11-02
Bfsg, LLC
22,771$271.0K0.0%CoreLowIrvine, CA2026-10-30
HB Wealth Management, LLC
21,157$251.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
20,046$239.3K0.0%CoreLowPrague, Bahrain2026-10-15
Parallel Advisors, LLC
17,250$205.3K0.0%IndexLowSan Francisco, CA2026-11-03
Nilsine Partners, LLC
16,455$195.8K0.0%CoreMediumGreenwood Village, CO2026-11-02
ProShare Advisors LLC
15,346$182.6K0.0%GrowthLowBethesda, MD2026-10-29
Sigma Planning Corp
14,747$175.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
First Affirmative Financial Network
14,578$173.5K0.0%CoreN/AColorado Springs, CO2026-10-21
Pinnacle Associates LTD
14,552$173.2K0.0%CoreLowNew York, NY2026-10-20
Tortuga Wealth Management, Inc
14,506$172.7K0.1%CoreLowTorrance, CA2026-10-27
StoneX Group Inc.
12,409$158.4K0.0%ETFMediumNew York, NY2026-11-03
Cohen Capital Management, Inc.
11,379$135.4K0.0%CoreVery LowCorte Madera, CA2026-10-14
MGO One Seven LLC
11,147$132.6K0.0%GrowthLowBeachwood, OH2026-10-28
Cambridge Investment Research Advisors, Inc.
10,366$1230.0%ETFLowFairfield, IA2026-11-02
Oppenheimer & Co Inc
10,123$120.5K0.0%CoreLowNew York, NY2026-10-26
MacKenzie Financial Corp
10,028$119.3K0.0%CoreMediumToronto Ontario, Australia2026-11-02
TrinityBridge Ltd
7,400$880.0%MomentumMediumLondon, United Kingdom2026-10-30
Register Financial Advisors LLC
5,000$59.5K0.0%GARPLowAtlanta, GA2026-10-23
Security National Bank
4,607$54.8K0.0%GrowthLowOmaha, NE2026-10-26
State of Alaska, Department of Revenue
3,559$420.0%CoreVery LowJuneau, AK2026-10-15
Abound Wealth Management
2,577$30.7K0.0%ETFVery LowFranklin, TN2026-10-26
MTM Investment Management, LLC
2,500$29.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
PFS Partners, LLC
1,936$23.0K0.0%ETFVery LowMine Hill, NJ2026-10-21
Bokf, NA
1,900$22.6K0.0%CoreLowTulsa, OK2026-10-27
Carnegie Lake Advisors LLC
1,128$1.4M0.5%ValueLowPrinceton, NJ2026-11-03
Simplex Trading, LLC
1,098$13.1K0.0%CoreVery HighChicago, IL2026-11-04
Burk Holdings LLC
1,008$12.0K0.0%ETFVery LowTulsa, OK2026-11-05
Farther Finance Advisors, LLC
754$9.0K0.0%IndexLowSan Francisco, CA2026-10-08
North Star Investment Management Corp.
733$8.7K0.0%CoreLowChicago, IL2026-10-27
Cassaday & Co Wealth Management LLC
575$6.8K0.0%ETFVery LowMclean, VA2026-10-27
Madden Securities Corp
500$6.0K0.0%GrowthMediumDallas, TX2026-10-27
Assetmark, Inc
496$5.9K0.0%ETFLowConcord, CA2026-10-21
Signaturefd, LLC
360$4.3K0.0%IndexLowAtlanta, GA2026-10-23
JFS Wealth Advisors, LLC
33$3930.0%ETFVery LowHermitage, PA2026-11-03
Caitong International Asset Management Co., Ltd
22$2620.0%GrowthVery HighHong Kong, South Korea2026-10-29
TD Waterhouse Canada Inc.
1$120.0%CoreLowToronto, Australia2026-10-16