4 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
94
+6.8%
18.06%
+0.16 pp
$153M
6.6%
Q1 2026
88
21%
17.90%
+7.13 pp
$164M
+15%
Q4 2025
111
+19%
10.77%
+3.66 pp
$143M
+35%
Q3 2025
93
—
7.11%
—
$105M
—
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
OXLC — Frequently Asked Questions
Quick answers to the most common questions about buying OXLC stock.
What percentage of OXLC is owned by institutions?
Based on Q2 2026 13F filings, institutional ownership of Oxford Lane Capital Corp. stands at 18.1%, held across 94 reporting institutions.
Who is the largest institutional holder of OXLC?
MORGAN STANLEY is the largest reported institutional holder of OXLC, with approximately 3,840,792 shares worth $0.03B as of Q2 2026.
Is OXLC a hedge fund favorite?
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of OXLC, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC.
What is OXLC's Smart Money Score?
Our composite Smart Money Score for OXLC is 63 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
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 OXLC — a direct measure of their conviction.
22 institutions opened new positions in OXLC during Q2 2026, while 17 fully exited. 19 added to existing positions and 48 trimmed.
How is institutional ownership of OXLC changing?
OXLC institutional ownership rose by 0.16 percentage points quarter-over-quarter, with a net change of +6 holders.
How concentrated is OXLC ownership among the top holders?
The top 10 institutions account for 85.9% of all reported 13F value in OXLC, and the top 25 account for 95.5%.
Where does this OXLC institutional ownership data come from?
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.
Oxford Lane Capital Corp. (OXLC) Institutional Ownership