Ranked by reported Q2 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 | OAKTREE CAPITAL MANAGEMENT LP | 7.9M | $94.0M | +325.0% | 8.937% | 1.30% |
| 2 | PRIVATE MANAGEMENT GROUP INC | 3.9M | $46.2M | +4.0% | 4.393% | 1.22% |
| 3 | ROYAL BANK OF CANADA | 2.9M | $34.9M | +509.7% | 3.320% | 0.01% |
| 4 | BRUNI J V & CO /CO | 2.5M | $29.5M | -0.9% | 2.809% | 2.70% |
| 5 | MORGAN STANLEY | 2.4M | $28.7M | -6.3% | 2.726% | 0.00% |
| 6 | ARES MANAGEMENT LLC | 2.2M | $26.3M | +5.0% | 2.502% | 1.15% |
| 7 | VAN ECK ASSOCIATES CORP | 2.2M | $26.2M | +28.9% | 2.493% | 0.02% |
| 8 | Generali Asset Management SPA SGR | 2.1M | $24.8M | -0.3% | 2.362% | 0.45% |
| 9 | UBS Group AG | 2.1M | $24.8M | +51.9% | 2.361% | 0.00% |
| 10 | Russell Investments Group, Ltd. | 1.1M | $12.6M | +46.3% | 1.197% | 0.01% |
| 11 | Legal & General Group Plc | 752K | $9.0M | +9.8% | 0.854% | 0.00% |
| 12 | Melia Wealth LLC | 729K | $8.7M | -41.2% | 0.828% | 5.01% |
| 13 | Beach Point Capital Management LP | 454K | $5.4M | -59.2% | 0.515% | 2.10% |
| 14 | RAYMOND JAMES FINANCIAL INC | 450K | $5.4M | +6.2% | 0.511% | 0.00% |
| 15 | WELLS FARGO & COMPANY/MN | 367K | $4.4M | +58.8% | 0.417% | 0.00% |
| 16 | TWO SIGMA INVESTMENTS, LP | 340K | $4.1M | -61.5% | 0.386% | 0.00% |
| 17 | Muzinich & Co., Inc. | 335K | $4.0M | +0.4% | 0.380% | 1.37% |
| 18 | BlackRock, Inc. | 334K | $4.0M | -2.3% | 0.379% | 0.00% |
| 19 | Sumitomo Mitsui Trust Group, Inc. | 311K | $3.7M | 0.0% | 0.353% | 0.00% |
| 20 | Arnhold LLC | 297K | $3.6M | +5.3% | 0.338% | 0.25% |
| 21 | United Advisor Group, LLC | 293K | $3.5M | +2.6% | 0.333% | 0.37% |
| 22 | CASTLEKEEP INVESTMENT ADVISORS LLC | 290K | $3.5M | -13.9% | 0.329% | 1.73% |
| 23 | Palliser Capital (UK) Ltd | 271K | $3.2M | — | 0.308% | 1.74% |
| 24 | OSAIC HOLDINGS, INC. | 248K | $3.0M | +5.2% | 0.281% | 0.00% |
| 25 | Old Port Advisors | 248K | $3.0M | +16.6% | 0.281% | 0.58% |
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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 166 | 10% | 49.24% | +7.98 pp | $487M | +34% |
| Q1 2026 | 185 | 7.5% | 41.26% | +0.74 pp | $364M | 7.6% |
| Q4 2025 | 200 | +11% | 40.52% | +2.18 pp | $393M | +2.2% |
| Q3 2025 | 180 | 5.3% | 38.34% | 1.34 pp | $385M | 6.9% |
| Q2 2025 | 190 | +3.3% | 39.68% | +4.29 pp | $414M | +3.6% |
| Q1 2025 | 184 | 5.2% | 35.39% | 2.22 pp | $399M | +1.5% |
| Q4 2024 | 194 | +4.3% | 37.61% | +5.61 pp | $394M | +16% |
| Q3 2024 | 186 | — | 32.00% | — | $340M | — |
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 Q2 2026 13F filings, institutional ownership of Oaktree Specialty Lending Corporation stands at 49.2%, held across 166 reporting institutions.
OAKTREE CAPITAL MANAGEMENT LP is the largest reported institutional holder of OCSL, with approximately 7,872,199 shares worth $0.09B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of OCSL, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for OCSL is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in OCSL during Q2 2026, while 34 fully exited. 109 added to existing positions and 33 trimmed.
OCSL institutional ownership rose by 7.98 percentage points quarter-over-quarter, with a net change of -19 holders.
The top 10 institutions account for 71.5% of all reported 13F value in OCSL, and the top 25 account for 85.5%.
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