Skip to content

OCSL OAKTREE SPECIALTY LENDING

Follow

COM (common), issuer CIK 1414932

165 managers (165 13F filers) reported a position in OCSL shares at 2026-06-30, 42,832,826 shares in all. 19 filers opened a position and 34 filers sold out during the quarter.

Managers
165
13F filers
165
New
19
Added
59
Reduced
50
Sold out
34
Shares held by filers
42,832,826

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OAKTREE CAPITAL MANAGEMENT LPin group Oaktree Capital Holdings, LLC7,872,199$94M1.77%+6,019,74313F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC3,869,484$46.2M1.22%+147,99013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,924,437$34.9M0.01%+2,444,77713F-HRTimelineGroup
BRUNI J V & CO /CO2,474,804$29.5M2.7%-23,07013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,401,489$28.7M<0.01%-160,31513F-HRTimelineGroup
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC2,204,305$26.3M1.15%+105,00013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,195,651$26.2M0.02%+492,07013F-HRTimelineGroup
Generali Asset Management SPA SGR2,080,867$24.8M0.45%-7,11413F-HRTimeline
UBS Group AGin group UBS Group AG2,080,105$24.8M<0.01%+710,36013F-HRTimelineGroup
Claret Asset Management Corp1,670,234$19.9M2.15%+1,74713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,054,187$12.6M0.01%+333,46913F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc752,396$8.98M<0.01%+67,38313F-HRTimelineGroup
Melia Wealth LLC729,243$8.71M5.01%-511,85813F-HRTimeline
Beach Point Capital Management LP453,524$5.42M2.11%-658,03513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC450,265$5.38M<0.01%+26,24213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN366,890$4.38M<0.01%+135,82213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP340,283$4.06M<0.01%-542,97813F-HRTimelineGroup
Muzinich & Co., Inc.334,737$4M1.37%+1,17813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.333,996$3.99M<0.01%-7,86113F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …310,875$3.71M<0.01%013F-HRTimelineGroup
Arnhold LLC297,345$3.55M0.25%+15,00013F-HRTimeline
United Advisor Group, LLC293,056$3.5M0.37%+7,41313F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC289,711$3.46M1.73%-46,87513F-HRTimeline
Palliser Capital (UK) Ltd270,993$3.24M1.74%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.247,801$2.96M<0.01%+12,24713F-HRTimelineGroup
Old Port Advisors247,537$2.96M0.58%+35,24913F-HRTimeline
Trexquant Investment LP229,236$2.74M0.02%+147,84913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…220,999$2.64M<0.01%new13F-HRTimelineGroup
Naviter Wealth, LLC208,294$2.49M0.23%+42,21413F-HRTimeline
Plan Group Financial, LLC202,342$2.42M0.5%+41,33613F-HRTimeline
HighTower Advisors, LLC188,588$2.25M<0.01%-119,59913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC185,270$2.21M0.25%+31,22613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P176,666$2.11M<0.01%013F-HRTimelineGroup
Michelson Medical Research Foundation, …170,100$2.03M1.88%013F-HRTimeline
CENTAURUS FINANCIAL, INC.159,125$1.9M0.07%+9,31513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC156,076$1.86M0.01%+39,19813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC155,865$1.86M<0.01%-185,75113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150,251$1.79M<0.01%+34,18313F-HRTimelineGroup
LSV ASSET MANAGEMENT139,966$1.67M<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC138,738$1.66M<0.01%-4,82313F-HRTimelineGroup
Cerberus Capital Management, L.P.135,000$1.61M0.08%013F-HRTimeline
Carnegie Lake Advisors LLC130,348$1.56M0.58%-99213F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS129,925$1.55M0.73%+3,60413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP127,068$1.52M<0.01%+19,23613F-HRTimelineGroup
Independent Advisor Alliance112,168$1.34M0.03%-37,47413F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS111,984$1.34M<0.01%-21,43413F-HRTimelineGroup
LPL Financial LLC110,316$1.32M<0.01%+7,23713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC105,926$1.26M0.02%-92513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management100,279$1.2M<0.01%+17,53713F-HRTimelineGroup
Callodine Capital Management, LP100,000$1.19M0.08%new13F-HRTimeline
TT Capital Management LLC91,982$1.1M0.86%+2,23613F-HRTimeline
DENALI ADVISORS LLC91,463$1.09M0.11%-4,88713F-HRTimeline
Triad Investment Management88,563$1.06M1.17%-108,76713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC87,385$1.04M<0.01%+51,71313F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC84,506$1.01M0.08%+51,15013F-HRTimeline
SCOTIA CAPITAL INC.80,000$955K<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK77,651$927K<0.01%-129,34913F-HRTimelineGroup
NewGen Asset Management Ltd73,819$881K0.48%+33,31913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC70,563$843K0.08%+2613F-HRTimeline
NewEdge Advisors, LLC65,078$777K<0.01%+7,07313F-HRTimeline
Blue Trust, Inc.64,854$774K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,480$746K<0.01%-2,96213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,616$736K<0.01%+15,64413F-HRTimelineGroup
Sound Income Strategies, LLC60,244$719K0.03%+6,24913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC51,523$615K0.18%+35313F-HRTimeline
Creative Planningin group Creative Planning50,048$598K<0.01%+16113F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…49,487$591K<0.01%-191,44113F-HRTimelineGroup
Clearstead Advisors, LLC46,996$561K0.01%+21,19913F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…46,824$559K0.13%-17,75813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.46,756$558K<0.01%-4,18213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP43,051$514K<0.01%-1,00413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,375$506K<0.01%+21213F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…40,835$488K0.03%-18,38213F-HRTimeline
Cresset Asset Management, LLC39,652$473K<0.01%+913F-HRTimeline
Significant Wealth Partners LLC38,933$465K0.5%+65713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC37,660$450K<0.01%+1,86713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.35,210$420K0.01%013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC34,308$410K<0.01%-70613F-HRTimelineGroup
Summit Financial, LLC31,042$371K<0.01%-1,50213F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC31,026$370K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC30,556$365K<0.01%+74313F-HRTimelineGroup
Cetera Investment Advisers29,881$357K<0.01%-22913F-HRTimeline
Sovran Advisors, LLC29,173$350K0.03%+2,79513F-HRTimeline
Janney Montgomery Scott LLC28,261$337K<0.01%-5,31313F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…27,869$333K<0.01%-13,47813F-HRTimelineGroup
Valeo Financial Advisors, LLC27,500$328K0.01%-8,33313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,169$312K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,567$305K<0.01%-72613F-HRTimelineGroup
Cornerstone Advisory, LLC24,911$297K0.02%-18,79113F-HRTimeline
VARCOV Co.23,393$279K0.11%new13F-HRTimeline
BFSG, LLC22,431$268K0.02%+1,04513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,151$264K<0.01%+10,32413F-HR/ATimelineGroup
Kaizen Financial Strategies21,100$256K0.1%new13F-HRTimeline
PFG Investments, LLC21,150$253K0.01%-4,06313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,604$247K<0.01%+1,38313F-HRTimelineGroup
Generali Investments CEE, investicni sp…20,046$239K0.01%013F-HRTimeline
Advisors Asset Management, Inc.19,329$231K<0.01%-20,57313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC19,182$229K<0.01%-59,01813F-HRTimelineGroup
Sunbeam Capital Management, LLC19,085$228K0.1%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,468$221K<0.01%+1,68013F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …18,306$219K0.02%-10,16013F-HRTimelineGroup
Mesirow Financial Investment Management…18,260$218K<0.01%-5,99013F-HRTimeline
Black Maple Capital Management LP17,500$209K0.14%+7,50013F-HRTimeline
Parallel Advisors, LLC17,250$206K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,066$204K<0.01%+1,07213F-HRTimeline
ProShare Advisors LLC16,710$200K<0.01%-75113F-HRTimeline
HB Wealth Management, LLC16,657$199K<0.01%new13F-HRTimeline
Nilsine Partners, LLC16,455$196K0.01%013F-HRTimeline
Tortuga Wealth Management, Inc16,282$194K0.15%-1,24313F-HRTimeline
VPR Management LLC16,062$192K0.08%+30213F-HRTimeline
MML INVESTORS SERVICES, LLC15,923$190K<0.01%+3,54813F-HRTimeline
CAXTON ASSOCIATES LLP15,845$189K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.14,129$169K0.01%-4,66613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,050$168K<0.01%-185,85813F-HRTimelineGroup
Calydon Capital13,880$166K0.02%-5,18113F-HRTimeline
PINNACLE ASSOCIATES LTD12,902$154K<0.01%new13F-HRTimeline
Blue Line Capital, LLC / IL12,792$153K0.13%+31113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,541$150K0.01%-4,47513F-HRTimelineGroup
HORAN Wealth, LLC11,757$140K0.02%013F-HR/ATimeline
Jain Global LLC11,700$140K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…11,216$134K<0.01%-9713F-HR/ATimeline
MGO ONE SEVEN LLC11,147$133K<0.01%013F-HRTimeline
Cohen Capital Management, Inc.11,103$133K0.02%+27013F-HRTimeline
Arax Advisory Partners10,796$129K<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,545$126K<0.01%new13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP10,007$119K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,570$90.4K<0.01%-35,54413F-HRTimelineGroup
TrinityBridge Ltd7,400$88K<0.01%013F-HRTimeline
Register Financial Advisors LLC5,000$59.7K0.02%013F-HRTimeline
Security National Bank4,607$55K0.01%013F-HRTimeline
State of Alaska, Department of Revenue3,926$46K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,500$41.8K<0.01%new13F-HRTimelineGroup
Allworth Financial LP3,416$40.8K<0.01%-313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,300$40.1K<0.01%+15013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,322$39.7K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…3,102$37K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,989$35.7K<0.01%-31,00013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,691$32.1K<0.01%-96313F-HRTimelineGroup
Abound Wealth Management2,577$30.8K0.01%013F-HRTimeline
MTM Investment Management, LLC2,500$29.9K0.01%013F-HRTimeline
PFS Partners, LLC1,936$23.1K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,900$22.7K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,500$17.9K<0.01%new13F-HRTimelineGroup
Burk Holdings LLC1,008$12K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,000$11.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC754$9K<0.01%-1813F-HRTimeline
Community Bank, N.A.730$8.72K<0.01%013F-HRTimeline
North Star Investment Management Corp.700$8.36K<0.01%013F-HRTimeline
MRP Capital Investments, LLC498$5.95K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC496$5.92K<0.01%+48013F-HRTimelineGroup
Integrated Wealth Concepts LLC461$5.51K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp456$5.45K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.386$4.61K<0.01%013F-HRTimeline
SIGNATUREFD, LLC129$1.54K<0.01%013F-HRTimeline
ESL Trust Services, LLC100$1.19K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…90$1.07K<0.01%013F-HRTimeline
Quarry LP56$669<0.01%new13F-HRTimeline
Caitong International Asset Management …42$501<0.01%+313F-HRTimeline
JFS WEALTH ADVISORS, LLC39$466<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.36$431<0.01%+113F-HRTimeline
NATIXISin group Natixis Investment Managers22$263<0.01%013F-HRTimelineGroup
DANSKE BANK A/S3$36<0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2$23<0.01%-10013F-HRTimelineGroup
TD Waterhouse Canada Inc.1$12<0.01%013F-HRTimeline
Global Retirement Partners, LLC0$3<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.