Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OCSL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | PRIVATE MANAGEMENT GROUP INC | 3.7M | $42.1M | +14.2% | 4.225% | 1.21% |
| 2 | MORGAN STANLEY | 2.6M | $28.9M | -13.5% | 2.908% | 0.00% |
| 3 | BRUNI J V & CO /CO | 2.5M | $28.2M | +0.1% | 2.836% | 2.95% |
| 4 | ARES MANAGEMENT LLC | 2.1M | $23.7M | +8.6% | 2.383% | 1.56% |
| 5 | Generali Asset Management SPA SGR | 2.1M | $23.6M | 0.0% | 2.370% | 0.49% |
| 6 | OAKTREE CAPITAL MANAGEMENT LP | 1.9M | $20.9M | 0.0% | 2.103% | 0.37% |
| 7 | UBS Group AG | 1.4M | $15.5M | +2.7% | 1.555% | 0.00% |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.3M | $14.5M | +1.0% | 1.453% | 0.72% |
| 9 | PANORAMIC INVESTMENT ADVISORS, LLC | 1.2M | $14.0M | — | 1.409% | 6.79% |
| 10 | Melia Wealth LLC | 1.2M | $14.0M | +1.8% | 1.409% | 6.79% |
| 11 | Beach Point Capital Management LP | 1.1M | $12.6M | — | 1.262% | 4.96% |
| 12 | TWO SIGMA INVESTMENTS, LP | 883K | $10.0M | +19.4% | 1.003% | 0.01% |
| 13 | Russell Investments Group, Ltd. | 721K | $8.1M | +199.7% | 0.818% | 0.01% |
| 14 | Legal & General Group Plc | 685K | $7.8M | +11.1% | 0.778% | 0.00% |
| 15 | Triad Investment Management | 599K | $7.0M | +198.3% | 0.680% | 2.57% |
| 16 | ROYAL BANK OF CANADA | 480K | $5.4M | +4.0% | 0.544% | 0.00% |
| 17 | RAYMOND JAMES FINANCIAL INC | 424K | $4.8M | +6.8% | 0.481% | 0.00% |
| 18 | CITADEL ADVISORS LLC | 384K | $4.3M | +625.3% | 0.436% | 0.00% |
| 19 | BlackRock, Inc. | 342K | $3.9M | -20.6% | 0.388% | 0.00% |
| 20 | CASTLEKEEP INVESTMENT ADVISORS LLC | 337K | $3.8M | +5.0% | 0.382% | 2.06% |
| 21 | Muzinich & Co., Inc. | 334K | $3.8M | +0.3% | 0.379% | 1.32% |
| 22 | Sumitomo Mitsui Trust Holdings, Inc. | 311K | $3.5M | 0.0% | 0.353% | 0.00% |
| 23 | HighTower Advisors, LLC | 308K | $3.5M | +70.1% | 0.350% | 0.00% |
| 24 | United Advisor Group, LLC | 286K | $3.2M | +27.3% | 0.324% | 0.42% |
| 25 | Arnhold LLC | 282K | $3.2M | +34.5% | 0.321% | 0.23% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OCSL — a direct measure of their conviction.
Filings activity in OCSL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 183 | 8.0% | 35.72% | 1.09 pp | $382M | 3.0% |
| Q4 2025 | 199 | +11% | 36.81% | +0.77 pp | $393M | +2.1% |
| Q3 2025 | 180 | 5.3% | 36.04% | 2.67 pp | $385M | 6.9% |
| Q2 2025 | 190 | +3.3% | 38.71% | +1.33 pp | $414M | +3.6% |
| Q1 2025 | 184 | 5.2% | 37.38% | +0.54 pp | $399M | +1.5% |
| Q4 2024 | 194 | +4.3% | 36.84% | +5.05 pp | $394M | +16% |
| Q3 2024 | 186 | 3.1% | 31.79% | 10.16 pp | $340M | 24% |
| Q2 2024 | 192 | — | 41.95% | — | $448M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OCSL stock.
Based on Q1 2026 13F filings, institutional ownership of Oaktree Specialty Lending Corporation stands at 35.7%, held across 183 reporting institutions.
PRIVATE MANAGEMENT GROUP INC is the largest reported institutional holder of OCSL, with approximately 3,721,494 shares worth $0.04B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of OCSL, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for OCSL is 38 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
33 institutions opened new positions in OCSL during Q1 2026, while 49 fully exited. 33 added to existing positions and 116 trimmed.
OCSL institutional ownership fell by 1.09 percentage points quarter-over-quarter, with a net change of -16 holders.
The top 10 institutions account for 59.1% of all reported 13F value in OCSL, and the top 25 account for 81.3%.
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.
Oaktree Specialty Lending Corporation (OCSL) Institutional Ownership