Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OFS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 110K | $377K | -28.2% | 0.821% | 0.03% |
| 2 | Virtus Investment Advisers, Inc. | 93K | $329K | +12.7% | 0.692% | 0.09% |
| 3 | MARSHALL WACE, LLP | 75K | $267K | -5.1% | 0.561% | 0.00% |
| 4 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 61K | $217K | -2.8% | 0.457% | 0.00% |
| 5 | Bulldog Investors, LLP | 58K | $205K | 0.0% | 0.430% | 0.05% |
| 6 | Squarepoint Ops LLC | 50K | $179K | +18.8% | 0.376% | 0.00% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49K | $176K | — | 0.369% | 0.00% |
| 8 | Vident Advisory, LLC | 49K | $175K | — | 0.367% | 0.00% |
| 9 | TWO SIGMA INVESTMENTS, LP | 44K | $156K | -39.1% | 0.329% | 0.00% |
| 10 | MORGAN STANLEY | 40K | $140K | -74.9% | 0.295% | 0.00% |
| 11 | Arkadios Wealth Advisors | 36K | $127K | -38.1% | 0.267% | 0.00% |
| 12 | UBS Group AG | 22K | $77K | +549.9% | 0.162% | 0.00% |
| 13 | Prota Financial, LLC | 13K | $62K | — | 0.097% | 0.02% |
| 14 | XTX Topco Ltd | 17K | $59K | — | 0.124% | 0.00% |
| 15 | WILEY BROS.-AINTREE CAPITAL, LLC | 14K | $48K | 0.0% | 0.101% | 0.00% |
| 16 | Sanctuary Advisors, LLC | 12K | $43K | 0.0% | 0.090% | 0.00% |
| 17 | RITHOLTZ WEALTH MANAGEMENT | 12K | $42K | -30.7% | 0.088% | 0.00% |
| 18 | ROYAL BANK OF CANADA | 11K | $37K | -8.7% | 0.078% | 0.00% |
| 19 | LGT Financial Advisors LLC | 3K | $11K | — | 0.023% | 0.06% |
| 20 | SIMPLEX TRADING, LLC | 2K | $7K | +1293.6% | 0.015% | 0.00% |
| 21 | ADVISOR GROUP HOLDINGS, INC. | 1K | $4K | +118.6% | 0.008% | 0.00% |
| 22 | NBC SECURITIES, INC. | 809 | $3K | -71.3% | 0.006% | 0.00% |
| 23 | Triumph Capital Management | 500 | $2K | 0.0% | 0.004% | 0.00% |
| 24 | CWM, LLC | 100 | $355 | 0.0% | 0.001% | 0.00% |
| 25 | Cambridge Investment Research Advisors, Inc. | 15K | $53 | 0.0% | 0.112% | 0.00% |
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 OFS — a direct measure of their conviction.
Filings activity in OFS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new OFS position in Q1 2026
Institutions that fully closed their OFS position in Q1 2026
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 | 30 | 9.1% | 5.40% | 4.82 pp | $3M | 47% |
| Q4 2025 | 33 | +10% | 10.22% | 6.64 pp | $5M | 39% |
| Q3 2025 | 30 | 21% | 16.86% | 3.88 pp | $9M | 19% |
| Q2 2025 | 38 | +31% | 20.74% | 1.58 pp | $11M | 7.1% |
| Q1 2025 | 29 | 12% | 22.32% | +0.99 pp | $11M | +4.6% |
| Q4 2024 | 33 | +3.1% | 21.33% | +5.77 pp | $11M | +37% |
| Q3 2024 | 32 | 3.0% | 15.56% | 0.87 pp | $8M | 5.3% |
| Q2 2024 | 33 | — | 16.43% | — | $8M | — |
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 OFS stock.
Based on Q1 2026 13F filings, institutional ownership of OFS Capital Corporation stands at 5.4%, held across 30 reporting institutions.
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC is the largest reported institutional holder of OFS, with approximately 109,948 shares worth $0.00B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of OFS, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for OFS is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in OFS during Q1 2026, while 11 fully exited. 3 added to existing positions and 17 trimmed.
OFS institutional ownership fell by 4.82 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 81.0% of all reported 13F value in OFS, and the top 25 account for 100.0%.
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 Capital Corporation (OFS) Institutional Ownership