Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in OCCI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Virtus Investment Advisers, LLC | 392K | $1.0M | -15.1% | 1.338% | 0.23% |
| 2 | MORGAN STANLEY | 343K | $879K | -10.4% | 1.172% | 0.00% |
| 3 | Kestra Advisory Services, LLC | 113K | $289K | +21.5% | 0.385% | 0.00% |
| 4 | Meridian Wealth Management, LLC | 109K | $278K | 0.0% | 0.370% | 0.01% |
| 5 | JANE STREET GROUP, LLC | 62K | $160K | -32.8% | 0.213% | 0.00% |
| 6 | LPL Financial LLC | 51K | $131K | +11.4% | 0.174% | 0.00% |
| 7 | CITADEL ADVISORS LLC | 42K | $107K | β | 0.143% | 0.00% |
| 8 | Cetera Investment Advisers | 20K | $50K | β | 0.067% | 0.00% |
| 9 | Advisory Solutions Group, LLC | 19K | $49K | β | 0.065% | 0.02% |
| 10 | TWO SIGMA SECURITIES, LLC | 16K | $40K | β | 0.053% | 0.00% |
| 11 | BOOTHBAY FUND MANAGEMENT, LLC | 15K | $37K | β | 0.050% | 0.00% |
| 12 | Prospera Financial Services Inc | 13K | $33K | +0.9% | 0.043% | 0.00% |
| 13 | Private Advisor Group, LLC | 12K | $32K | β | 0.042% | 0.00% |
| 14 | One Capital Management, LLC | 11K | $32K | 0.0% | 0.037% | 0.00% |
| 15 | Cresset Asset Management, LLC | 11K | $28K | +5.4% | 0.037% | 0.00% |
| 16 | UBS Group AG | 6K | $16K | -90.0% | 0.021% | 0.00% |
| 17 | NFSG Corp | 6K | $15K | +119.7% | 0.020% | 0.00% |
| 18 | NewEdge Advisors, LLC | 6K | $15K | 0.0% | 0.019% | 0.00% |
| 19 | OSAIC HOLDINGS, INC. | 4K | $10K | +49.5% | 0.013% | 0.00% |
| 20 | COMPASS FINANCIAL MANAGEMENT LLC | 3K | $7K | β | 0.009% | 0.00% |
| 21 | Global Retirement Partners, LLC | 3K | $7K | β | 0.009% | 0.00% |
| 22 | BNP PARIBAS FINANCIAL MARKETS | 2K | $6K | +21.8% | 0.008% | 0.00% |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2K | $5K | -55.4% | 0.007% | 0.00% |
| 24 | Pinnacle Wealth Planning Services, Inc. | 790 | $2K | -17.9% | 0.003% | 0.00% |
| 25 | HIGHLINE WEALTH PARTNERS LLC | 500 | $1K | 0.0% | 0.002% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in OCCI β a direct measure of their conviction.
Filings activity in OCCI during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new OCCI position in Q2 2026
Institutions that fully closed their OCCI position in Q2 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +17% | 4.42% | 0.38 pp | $3M | 21% |
| Q1 2026 | 29 | +3.6% | 4.80% | +0.91 pp | $4M | 25% |
| Q4 2025 | 28 | +12% | 3.89% | +0.64 pp | $6M | +8.1% |
| Q3 2025 | 25 | 11% | 3.25% | 0.56 pp | $5M | 27% |
| Q2 2025 | 28 | +17% | 3.81% | +0.58 pp | $7M | +30% |
| Q1 2025 | 24 | +14% | 3.23% | +0.64 pp | $5M | 1.1% |
| Q4 2024 | 21 | +17% | 2.59% | +0.39 pp | $5M | +16% |
| Q3 2024 | 18 | β | 2.20% | β | $5M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OCCI stock.
Based on Q2 2026 13F filings, institutional ownership of OFS Credit Company, Inc. stands at 4.4%, held across 34 reporting institutions.
Virtus Investment Advisers, LLC is the largest reported institutional holder of OCCI, with approximately 392,323 shares worth $0.00B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of OCCI, including JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, TWO SIGMA SECURITIES, LLC.
Our composite Smart Money Score for OCCI is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
6 institutions opened new positions in OCCI during Q2 2026, while 5 fully exited. 5 added to existing positions and 17 trimmed.
OCCI institutional ownership fell by 0.38 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 92.3% of all reported 13F value in OCCI, and the top 25 account for 99.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
OFS Credit Company, Inc. (OCCI) Institutional Ownership