Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OXSQ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Legal & General Group Plc | 587K | $1.0M | +4.2% | 0.671% | 0.00% |
| 2 | BlackRock, Inc. | 297K | $526K | -40.6% | 0.340% | 0.00% |
| 3 | Virtus Investment Advisers, Inc. | 213K | $378K | -4.2% | 0.244% | 0.10% |
| 4 | BANK OF AMERICA CORP /DE/ | 203K | $359K | -1.1% | 0.231% | 0.00% |
| 5 | XTX Topco Ltd | 162K | $287K | — | 0.185% | 0.00% |
| 6 | UBS Group AG | 113K | $200K | -51.3% | 0.129% | 0.00% |
| 7 | Silverberg Bernstein Capital Management LLC | 107K | $189K | +42.6% | 0.122% | 0.10% |
| 8 | Founders Financial Alliance, LLC | 85K | $150K | 0.0% | 0.097% | 0.03% |
| 9 | TWO SIGMA INVESTMENTS, LP | 73K | $129K | -87.0% | 0.083% | 0.00% |
| 10 | LPL Financial LLC | 73K | $128K | +35.4% | 0.083% | 0.00% |
| 11 | Kingsview Wealth Management, LLC | 65K | $116K | 0.0% | 0.075% | 0.00% |
| 12 | McIlrath & Eck, LLC | 65K | $116K | +166.8% | 0.075% | 0.01% |
| 13 | MORGAN STANLEY | 65K | $115K | +10.2% | 0.074% | 0.00% |
| 14 | CITIGROUP INC | 50K | $89K | — | 0.057% | 0.00% |
| 15 | Ethos Financial Group, LLC | 42K | $74K | 0.0% | 0.048% | 0.01% |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 37K | $66K | 0.0% | 0.043% | 0.00% |
| 17 | BostonPremier Wealth LLC | 26K | $46K | -26.1% | 0.030% | 0.02% |
| 18 | Cetera Investment Advisers | 23K | $40K | -5.4% | 0.026% | 0.00% |
| 19 | Parkside Financial Bank & Trust | 22K | $39K | 0.0% | 0.025% | 0.00% |
| 20 | Sigma Planning Corp | 21K | $38K | +1.4% | 0.024% | 0.00% |
| 21 | Arkadios Wealth Advisors | 21K | $38K | +3.0% | 0.024% | 0.00% |
| 22 | First Affirmative Financial Network | 20K | $32K | — | 0.023% | 0.01% |
| 23 | United Bank | 15K | $27K | 0.0% | 0.018% | 0.01% |
| 24 | SIH Partners, LLLP | 14K | $25K | — | 0.016% | 0.00% |
| 25 | Reliant Investment Partners, LLC | 13K | $22K | +6.3% | 0.014% | 0.02% |
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 OXSQ — a direct measure of their conviction.
Filings activity in OXSQ 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 | 48 | 9.4% | 3.75% | 2.14 pp | $4M | 36% |
| Q4 2025 | 53 | 12% | 5.89% | 1.71 pp | $7M | 23% |
| Q3 2025 | 60 | +18% | 7.60% | 1.38 pp | $9M | 15% |
| Q2 2025 | 51 | 1.9% | 8.98% | 0.53 pp | $11M | 5.6% |
| Q1 2025 | 52 | 1.9% | 9.51% | +0.79 pp | $11M | +9.0% |
| Q4 2024 | 53 | +15% | 8.72% | +0.06 pp | $10M | +0.8% |
| Q3 2024 | 46 | +2.2% | 8.66% | +0.95 pp | $10M | +12% |
| Q2 2024 | 45 | — | 7.71% | — | $9M | — |
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 OXSQ stock.
Based on Q1 2026 13F filings, institutional ownership of Oxford Square Capital Corp. stands at 3.8%, held across 48 reporting institutions.
Legal & General Group Plc is the largest reported institutional holder of OXSQ, with approximately 587,348 shares worth $0.00B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of OXSQ, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for OXSQ is 32 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
10 institutions opened new positions in OXSQ during Q1 2026, while 15 fully exited. 24 added to existing positions and 11 trimmed.
OXSQ institutional ownership fell by 2.14 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 76.5% of all reported 13F value in OXSQ, and the top 25 account for 96.5%.
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.
Oxford Square Capital Corp. (OXSQ) Institutional Ownership