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Disclosery

OCSL OAKTREE SPECIALTY LENDING

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COM (common), issuer CIK 1414932

187 managers (188 13F filers) reported a position in OCSL shares at 2025-03-31, 29,949,693 shares in all. 26 filers opened a position and 31 filers sold out during the quarter.

Managers
187
13F filers
188
New
26
Added
77
Reduced
52
Sold out
31
Shares held by filers
29,949,693

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,390,286$52.1M<0.01%+1,200,34213F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC2,185,006$33.6M1.2%+55,80413F-HRTimeline
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC1,977,378$30.4M1.86%013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,942,531$29.8M0.04%-152,07813F-HRTimelineGroup
BRUNI J V & CO /CO1,935,695$29.7M3.46%+6,20413F-HRTimeline
OAKTREE CAPITAL MANAGEMENT LPin group Oaktree Capital Holdings, LLC1,852,456$28.5M0.58%013F-HRTimelineGroup
Generali Asset Management SPA SGR1,084,144$16.7M0.41%+545,82613F-HRTimeline
Melia Wealth LLC879,520$13.5M6.97%+78,30413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.729,995$11.2M<0.01%-145,91813F-HRTimelineGroup
UBS Group AGin group UBS Group AG651,576$10M<0.01%+273,85813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.565,807$8.7M0.02%+91,16913F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc547,897$8.42M<0.01%+3,43413F-HRTimelineGroup
LSV ASSET MANAGEMENT544,440$8.36M0.02%-289,35713F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding501,975$7.71M-32,002Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA468,879$7.2M<0.01%+119,77513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN365,724$5.62M<0.01%+15,54813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.361,810$5.56M<0.01%-6,13913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…334,447$5.14M0.01%new13F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC331,903$5.1M0.27%new13F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC319,275$4.9M2.52%+276,78213F-HRTimeline
Rezny Wealth Management, Inc.283,333$4.35M1.13%+9,29813F-HRTimeline
Trexquant Investment LP275,060$4.22M0.05%+255,71613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …259,793$3.99M<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC233,021$3.58M<0.01%+67,16613F-HR/ATimelineGroup
Wills Financial Group LLC231,835$3.56M1.58%13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…231,538$3.56M0.04%+38,91413F-HRTimelineGroup
Muzinich & Co., Inc.230,151$3.54M2.16%-7,15113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …224,708$3.45M<0.01%-59813F-HRTimelineGroup
United Advisor Group, LLC222,156$3.41M0.7%+15,79713F-HRTimeline
Independent Advisor Alliance187,446$2.88M0.1%-2,13713F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)180,912$2.78M0.02%-3,38713F-HRTimelineGroup
Advisors Asset Management, Inc.179,664$2.76M0.05%-98413F-HR/ATimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P176,666$2.71M<0.01%new13F-HRTimelineGroup
GraniteShares Advisors LLC172,258$2.65M1.69%+10,44013F-HRTimeline
NorthCoast Asset Management LLC170,591$2.62M0.01%-88,26213F-HR/ATimeline
Arnhold LLC162,345$2.49M0.25%+2,66513F-HRTimeline
Naviter Wealth, LLC156,047$2.49M0.3%+2,31613F-HRTimeline
Texas Capital Bank Wealth Management Se…162,044$2.49M0.25%+115,24013F-HRTimeline
LPL Financial LLC159,341$2.45M<0.01%+52,68113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/158,727$2.44M<0.01%+131,79413F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management156,996$2.41M0.01%-1,028,15413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD150,381$2.31M0.03%-252,97713F-HRTimeline
DENALI ADVISORS LLC147,769$2.27M0.26%+4,51313F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS142,266$2.19M0.01%-9,21913F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC136,401$2.1M0.03%+5,99113F-HRTimeline
Carnegie Lake Advisors LLC133,542$2.05M0.83%-50013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC129,692$1.99M0.9%+68,00213F-HRTimeline
Hennion & Walsh Asset Management, Inc.129,607$1.99M0.09%-44,48313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO121,069$1.86M<0.01%-42,31813F-HRTimelineGroup
HighTower Advisors, LLC117,983$1.81M<0.01%-5,80513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC116,248$1.79M0.01%-8,31013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC110,960$1.7M<0.01%-5,57313F-HRTimeline
Round Rock Advisors LLC107,504$1.65M0.31%+83,82813F-HRTimeline
Mariner, LLCin group Mariner, LLC98,441$1.51M<0.01%+6,10913F-HRTimelineGroup
TT Capital Management LLC97,280$1.49M1.26%+2,78613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC93,196$1.43M<0.01%new13F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC92,736$1.42M<0.01%new13F-HRTimelineGroup
Virtus Investment Advisers, LLCgroup of 2 filers holding91,458$1.4M+15,807Timeline
Samalin Investment Counsel, LLC85,277$1.31M0.53%+44,74313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,470$1.3M<0.01%-32,04013F-HRTimelineGroup
Beacon Pointe Advisors, LLC81,045$1.24M0.01%+48,95413F-HRTimeline
Cornerstone Advisory, LLC87,613$1.18M0.14%-84,62013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,842$1.16M<0.01%-30,64913F-HRTimelineGroup
Plan Group Financial, LLC74,648$1.15M0.41%+31,05413F-HRTimeline
Blue Trust, Inc.68,622$1.05M0.01%+20,76813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC67,653$1.04M<0.01%+21,77313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC67,370$1.03M<0.01%-53,07013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,429$974K<0.01%+12,79613F-HRTimelineGroup
Nordwand Advisors, LLC57,516$883K0.33%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …54,600$839K<0.01%-21,50013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC54,021$830K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning52,132$801K<0.01%+10,25513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.51,841$796K0.02%+20013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC53,610$726K0.16%+35,59513F-HRTimeline
CAXTON ASSOCIATES LLP47,194$725K0.03%13F-HRTimeline
Bramshill Investments, LLC44,715$687K0.07%+5613F-HRTimeline
Mandatum Life Insurance Co Ltd44,274$680K0.21%+7,35913F-HRTimeline
Cresset Asset Management, LLC43,553$669K<0.01%-2,02113F-HRTimeline
Janney Montgomery Scott LLC43,196$663K<0.01%+12,90313F-HRTimeline
Financial Strategies Group, Inc.46,352$657K0.16%+8,96413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,579$593K0.03%+3,24713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,759$580K<0.01%-54,82013F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,419$559K<0.01%-1,37013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC34,800$535K0.03%+8,15413F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC36,419$523K0.07%-1,37013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC32,241$495K<0.01%new13F-HR/ATimelineGroup
Northeast Financial Consultants Inc32,166$494K0.02%013F-HRTimeline
PFG Investments, LLC31,141$478K0.03%+48013F-HRTimeline
Lindbrook Capital, LLC29,815$458K0.04%+12,81513F-HRTimeline
Cambridge Investment Research Advisors,…29,419$452K<0.01%+84813F-HRTimeline
Calydon Capital29,210$449K0.08%+30013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC29,184$448K<0.01%+1,95013F-HRTimelineGroup
MAI Capital Management29,157$448K<0.01%+24,70013F-HRTimeline
Sovran Advisors, LLC30,608$439K0.06%-155,55513F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC28,291$435K0.24%-40,50313F-HRTimeline
MML INVESTORS SERVICES, LLC27,961$429K<0.01%-5913F-HRTimeline
Clearstead Advisors, LLC27,629$424K0.01%+71513F-HRTimeline
Cetera Investment Advisers27,176$417K<0.01%+4,58913F-HRTimeline
Adalta Capital Management LLC25,535$392K0.21%+53513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,806$381K0.01%new13F-HRTimelineGroup
Crescent Grove Advisors, LLC23,765$365K0.04%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,450$360K0.01%-3,55013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP22,010$338K<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,524$331K<0.01%-36,01513F-HRTimelineGroup
Generali Investments CEE, investicni sp…20,914$321K0.03%new13F-HRTimeline
FAS Wealth Partners, Inc.20,195$310K0.03%-6,77813F-HRTimeline
Running Point Capital Advisors, LLC20,080$308K0.1%+3,08013F-HRTimeline
Marble Harbor Investment Counsel, LLC20,050$308K0.03%-17,60013F-HRTimeline
COMERICA BANK20,036$308K<0.01%-78813F-HRTimeline
Entropy Technologies, LP19,859$305K0.03%-15,99213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.19,670$302K<0.01%-151,22913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,338$297K<0.01%-11,01113F-HRTimelineGroup
Atria Wealth Solutions, Inc.18,855$290K<0.01%+57313F-HRTimeline
Jackson Hole Capital Partners, LLC18,651$286K0.06%013F-HRTimeline
KBC Group NVin group KBC Group NV17,930$275K<0.01%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,518$269K<0.01%-367,42613F-HRTimelineGroup
Chicago Partners Investment Group LLC19,944$266K0.01%-3,62313F-HRTimeline
Parallel Advisors, LLC17,250$265K0.01%013F-HRTimeline
ProShare Advisors LLC16,622$255K<0.01%+1,71213F-HRTimeline
Nilsine Partners, LLC16,455$253K0.03%013F-HRTimeline
Almanack Investment Partners, LLC.16,361$251K0.05%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC16,073$247K0.13%new13F-HR/ATimeline
Sonora Investment Management Group, LLC15,700$241K0.02%+2,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,574$239K<0.01%-37,66213F-HRTimelineGroup
Cornerstone Wealth Management, LLC14,159$217K0.01%-6413F-HRTimeline
Stonegate Investment Group, LLC14,013$215K0.01%+2,54213F-HRTimeline
REDW Wealth LLC13,000$200K0.07%new13F-HRTimeline
BFSG, LLC12,780$196K0.02%+22513F-HRTimeline
Moors & Cabot, Inc.12,388$190K0.01%+1313F-HRTimeline
KELLEHER FINANCIAL ADVISORS12,132$186K0.07%+1,43213F-HRTimeline
Horan Capital Advisors, LLC.11,757$181K0.06%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,675$179K<0.01%+40513F-HRTimelineGroup
Kensington Investment Counsel, LLC11,547$177K0.08%new13F-HRTimeline
Institute for Wealth Management, LLC.11,346$174K0.02%013F-HRTimeline
Sciencast Management LP11,300$174K0.04%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,118$171K<0.01%-47,12313F-HRTimelineGroup
Register Financial Advisors LLC11,043$170K0.09%-74413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,770$165K<0.01%-7,66213F-HRTimelineGroup
MRP Capital Investments, LLC10,687$164K0.15%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,559$162K0.01%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC10,547$162K0.02%new13F-HRTimeline
Arete Wealth Advisors, LLC10,435$160K0.01%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.10,000$154K0.09%new13F-HRTimeline
SG Americas Securities, LLC9,109$140K<0.01%+2,14413F-HRTimeline
EMC Capital Management8,714$134K0.08%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,129$125K<0.01%+3,82113F-HRTimelineGroup
Canton Hathaway, LLC7,350$113K0.02%+4,44013F-HRTimeline
Geneos Wealth Management Inc.6,127$94.1K<0.01%+6613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,750$88.3K0.04%013F-HRTimeline
Sunbelt Securities, Inc.5,243$80.5K0.01%-1,03313F-HRTimeline
TrinityBridge Ltd4,600$71K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,560$70K<0.01%+10513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,118$63.3K<0.01%+3,32713F-HRTimeline
HARBOUR INVESTMENTS, INC.3,818$58.6K<0.01%+1913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,256$50K<0.01%+2,59013F-HRTimelineGroup
Anchor Investment Management, LLC3,200$49.2K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,050$46.8K<0.01%new13F-HRTimelineGroup
Security National Bank2,896$44.5K0.01%+46913F-HRTimeline
PFS Partners, LLC1,936$29.7K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA1,900$29.2K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,050$26.5K<0.01%+5013F-HRTimelineGroup
SVB WEALTH LLC1,721$26.4K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,691$26K<0.01%+1,22013F-HRTimelineGroup
NewEdge Advisors, LLC1,646$25.3K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,462$22.5K<0.01%013F-HRTimelineGroup
NFSG Corp1,391$21.4K0.01%013F-HRTimeline
Founders Capital Management1,000$15.4K0.01%013F-HRTimeline
Kentucky Trust Co1,000$15.4K0.01%013F-HRTimeline
Community Bank, N.A.730$11.2K<0.01%-27013F-HRTimeline
CWM, LLCin group CWM, LLC728$11K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC704$10.8K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC673$10.3K<0.01%+1413F-HRTimeline
Hexagon Capital Partners LLC616$9.46K<0.01%+37813F-HRTimeline
North Star Investment Management Corp.460$7.07K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC371$5.7K<0.01%-21413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…370$5.68K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.338$5.2K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC283$4.35K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…200$3.07K<0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC75$1.15K<0.01%013F-HRTimeline
Archer Investment Corp57$872<0.01%+213F-HRTimeline
Mountain Hill Investment Partners Corp.31$475<0.01%+113F-HRTimeline
Caitong International Asset Management …7$108<0.01%-113F-HRTimeline
DANSKE BANK A/S2$31<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1$15<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC53$474K-30,37613F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.