Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OXLC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.6M | $34.9M | +81.6% | 3.656% | 0.00% |
| 2 | Kohlberg Kravis Roberts & Co. L.P. | 3.2M | $31.2M | β | 3.266% | 0.58% |
| 3 | Polar Asset Management Partners Inc. | 2.0M | $19.6M | β | 2.049% | 0.43% |
| 4 | Saba Capital Management, L.P. | 1.9M | $18.1M | β | 1.898% | 0.60% |
| 5 | CITADEL ADVISORS LLC | 1.1M | $11.2M | +515.6% | 1.172% | 0.01% |
| 6 | Eagle Point Credit Management LLC | 834K | $8.2M | +68.0% | 0.855% | 10.67% |
| 7 | Blackstone Inc | 675K | $6.6M | β | 0.692% | 0.03% |
| 8 | BARCLAYS PLC | 538K | $5.3M | -67.5% | 0.552% | 0.00% |
| 9 | ARES MANAGEMENT LLC | 259K | $2.5M | +4.5% | 0.265% | 0.17% |
| 10 | Alpine Global Management, LLC | 258K | $2.5M | -50.2% | 0.264% | 0.38% |
| 11 | Thomas J. Herzfeld Advisors, Inc. | 223K | $2.2M | -44.3% | 0.228% | 0.74% |
| 12 | Freestone Capital Holdings, LLC | 221K | $2.2M | +56.6% | 0.227% | 0.07% |
| 13 | Virtus Investment Advisers, Inc. | 209K | $2.0M | +39.2% | 0.214% | 0.56% |
| 14 | DELPHI FINANCIAL GROUP, INC. | 145K | $1.4M | 0.0% | 0.149% | 0.64% |
| 15 | UBS Group AG | 134K | $1.3M | +496.2% | 0.137% | 0.00% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 109K | $1.1M | +34.5% | 0.111% | 0.00% |
| 17 | Simplify Asset Management Inc. | 100K | $978K | β | 0.103% | 0.02% |
| 18 | LPL Financial LLC | 93K | $912K | -5.1% | 0.096% | 0.00% |
| 19 | Founders Financial Alliance, LLC | 92K | $896K | +97.8% | 0.094% | 0.16% |
| 20 | GatePass Capital, LLC | 90K | $883K | +112.0% | 0.092% | 0.42% |
| 21 | Samalin Investment Counsel, LLC | 81K | $793K | +105.0% | 0.083% | 0.28% |
| 22 | ADVISOR GROUP HOLDINGS, INC. | 70K | $682K | +13.0% | 0.072% | 0.00% |
| 23 | Jain Global LLC | 66K | $648K | β | 0.068% | 0.00% |
| 24 | Kestra Advisory Services, LLC | 54K | $526K | +15.6% | 0.055% | 0.00% |
| 25 | Lido Advisors, LLC | 46K | $454K | +349.4% | 0.048% | 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 OXLC β a direct measure of their conviction.
Filings activity in OXLC during Q1 2026, grouped by how each filer changed its position.
3 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 86 | 23% | 18.47% | +2.33 pp | $164M | +14% |
| Q4 2025 | 111 | +19% | 16.14% | +4.23 pp | $143M | +35% |
| Q3 2025 | 93 | β | 11.91% | β | $105M | 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 OXLC stock.
Based on Q1 2026 13F filings, institutional ownership of Oxford Lane Capital Corp. stands at 18.5%, held across 86 reporting institutions.
MORGAN STANLEY is the largest reported institutional holder of OXLC, with approximately 3,568,365 shares worth $0.03B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of OXLC, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for OXLC is 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in OXLC during Q1 2026, while 43 fully exited. 15 added to existing positions and 53 trimmed.
OXLC institutional ownership rose by 2.33 percentage points quarter-over-quarter, with a net change of -25 holders.
The top 10 institutions account for 85.6% of all reported 13F value in OXLC, and the top 25 account for 96.0%.
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.
Oxford Lane Capital Corp. (OXLC) Institutional Ownership