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Disclosery

OCSL OAKTREE SPECIALTY LENDING

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COM (common), issuer CIK 1414932

192 managers (193 13F filers) reported a position in OCSL shares at 2025-06-30, 33,077,944 shares in all. 24 filers opened a position and 20 filers sold out during the quarter.

Managers
192
13F filers
193
New
24
Added
68
Reduced
58
Sold out
20
Shares held by filers
33,077,944

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY3,449,055$47.1M<0.01%+58,76913F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC2,406,670$32.9M1.07%+221,66413F-HRTimeline
BRUNI J V & CO /CO2,212,352$30.2M3.18%+276,65713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,038,700$27.8M0.03%+96,16913F-HRTimelineGroup
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC1,945,305$26.6M1.36%-32,07313F-HRTimelineGroup
Generali Asset Management SPA SGR1,888,566$25.8M0.59%+804,42213F-HRTimeline
OAKTREE CAPITAL MANAGEMENT LPin group Oaktree Capital Holdings, LLC1,852,456$25.3M0.5%013F-HRTimelineGroup
Claret Asset Management Corp1,700,738$23.2M3.01%new13F-HRTimeline
Melia Wealth LLC990,458$13.5M6.48%+110,93813F-HRTimeline
UBS Group AGin group UBS Group AG842,182$11.5M<0.01%+190,60613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.705,824$9.64M<0.01%-24,17113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management626,324$8.56M0.02%+469,32813F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC618,906$8.45M0.47%+287,00313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA613,023$8.37M<0.01%+144,14413F-HR/ATimelineGroup
Legal & General Group Plcin group Legal & General Group Plc549,208$7.5M<0.01%+1,31113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.470,761$6.43M<0.01%+108,95113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding383,380$5.24M-118,595Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…368,923$5.04M0.01%+34,47613F-HR/ATimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC321,059$4.39M2.15%+1,78413F-HRTimeline
LSV ASSET MANAGEMENT300,403$4.1M0.01%-244,03713F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…279,248$3.81M0.04%+47,71013F-HRTimelineGroup
Muzinich & Co., Inc.260,854$3.56M1.63%+30,70313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …259,793$3.55M<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN245,638$3.36M<0.01%-120,08613F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …240,769$3.29M<0.01%+16,06113F-HRTimelineGroup
Wills Financial Group LLC232,808$3.18M1.38%+97313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.232,525$3.18M0.01%-333,28213F-HR/ATimelineGroup
United Advisor Group, LLC229,304$3.13M0.54%+7,14813F-HRTimeline
Rezny Wealth Management, Inc.187,957$2.57M0.58%-95,37613F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)186,379$2.55M0.02%+5,46713F-HRTimelineGroup
GraniteShares Advisors LLC183,742$2.51M1.54%+11,48413F-HRTimeline
Independent Advisor Alliance182,795$2.5M0.07%-4,65113F-HRTimeline
Trexquant Investment LP179,741$2.46M0.03%-95,31913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P176,666$2.41M<0.01%013F-HRTimelineGroup
Naviter Wealth, LLC175,837$2.4M0.3%+19,79013F-HRTimeline
NorthCoast Asset Management LLC167,719$2.29M0.01%-2,87213F-HRTimeline
Texas Capital Bank Wealth Management Se…166,625$2.28M0.21%+4,58113F-HRTimeline
Arnhold LLC152,345$2.08M0.19%-10,00013F-HRTimeline
LPL Financial LLC149,729$2.05M<0.01%-9,61213F-HRTimeline
DENALI ADVISORS LLC144,458$1.97M0.21%-3,31113F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS142,266$1.94M0.01%013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC137,042$1.87M0.03%+64113F-HRTimeline
Carnegie Lake Advisors LLC133,542$1.82M0.72%013F-HRTimeline
HighTower Advisors, LLC132,247$1.81M<0.01%+14,26413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/124,289$1.7M<0.01%-34,43813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC110,846$1.51M<0.01%+12,40513F-HRTimelineGroup
Round Rock Advisors LLC107,369$1.47M0.25%-13513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC106,141$1.45M0.01%-10,10713F-HRTimelineGroup
TT Capital Management LLC104,643$1.43M1.16%+7,36313F-HR/ATimeline
Advisors Asset Management, Inc.104,228$1.42M0.03%-75,43613F-HR/ATimeline
PINNACLE ASSOCIATES LTD99,587$1.36M0.02%-50,79413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC96,807$1.32M0.55%-32,88513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,898$1.3M<0.01%-16,06213F-HRTimeline
Hennion & Walsh Asset Management, Inc.93,778$1.28M0.05%-35,82913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC92,736$1.27M<0.01%013F-HRTimelineGroup
Plan Group Financial, LLC92,151$1.26M0.41%+17,50313F-HRTimeline
Samalin Investment Counsel, LLC87,512$1.2M0.46%+2,23513F-HRTimeline
Cornerstone Advisory, LLC87,289$1.19M0.13%-32413F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…82,913$1.13M0.38%-8,54513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP80,590$1.1M<0.01%+59,06613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP78,745$1.08M<0.01%+56,73513F-HRTimelineGroup
Whipplewood Advisors, LLC73,216$1M0.55%+73,16313F-HRTimeline
Arlington Capital Management, Inc.68,855$941K0.82%new13F-HRTimeline
Blue Trust, Inc.68,622$937K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,055$930K<0.01%+40213F-HRTimelineGroup
Old Port Advisors67,004$915K0.25%new13F-HRTimeline
GROUP ONE TRADING LLC61,437$839K0.03%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC60,457$831K0.15%+6,84713F-HRTimeline
Financial Strategies Group, Inc.55,428$799K0.17%+9,07613F-HRTimeline
Nordwand Advisors, LLC56,311$769K0.12%-1,20513F-HRTimeline
Quantbot Technologies LP55,820$763K0.02%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.51,641$742K0.02%-20013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC54,021$738K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning53,128$726K<0.01%+99613F-HRTimelineGroup
Beacon Pointe Advisors, LLC50,352$688K0.01%-30,69313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,140$671K<0.01%-71,92913F-HRTimelineGroup
CAXTON ASSOCIATES LLP47,194$645K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,350$619K<0.01%-18,07913F-HRTimelineGroup
Bramshill Investments, LLC44,597$609K0.06%-11813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP42,918$586K<0.01%+31,80013F-HR/ATimelineGroup
OXFORD ASSET MANAGEMENT LLP41,267$564K0.19%new13F-HRTimeline
Cresset Asset Management, LLC39,615$541K<0.01%-3,93813F-HR/ATimeline
Mandatum Life Insurance Co Ltd37,714$515K0.14%-6,56013F-HRTimeline
Janney Montgomery Scott LLC37,708$515K<0.01%-5,48813F-HRTimeline
Strategic Wealth Partners, Ltd.37,489$512K0.04%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC35,601$502K0.06%-81813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC36,310$496K0.02%-2,26913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC35,601$486K<0.01%-81813F-HRTimelineGroup
Verition Fund Management LLC35,514$485K<0.01%new13F-HRTimeline
Northeast Financial Consultants Inc32,166$439K0.02%013F-HRTimeline
PFG Investments, LLC31,767$434K0.03%+62613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC31,406$429K<0.01%+2,22213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC30,939$423K<0.01%+2,97813F-HRTimeline
Sovran Advisors, LLC29,882$422K0.04%-72613F-HRTimeline
MAI Capital Management28,957$396K<0.01%-20013F-HRTimeline
Pasadena Private Wealth, LLC28,901$395K0.07%new13F-HRTimeline
Calydon Capital28,810$394K0.04%-40013F-HRTimeline
Clearstead Advisors, LLC28,747$393K0.01%+1,11813F-HRTimeline
COMERICA BANK28,259$386K<0.01%+8,22313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC28,212$385K0.17%+12,13913F-HRTimeline
Cetera Investment Advisers26,769$366K<0.01%-40713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,016$355K<0.01%-49,82613F-HRTimelineGroup
Adalta Capital Management LLC25,535$349K0.18%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd25,211$344K0.01%new13F-HRTimelineGroup
Running Point Capital Advisors, LLC25,080$343K0.09%+5,00013F-HRTimeline
Cambridge Investment Research Advisors,…24,819$339K<0.01%-4,60013F-HRTimeline
Crescent Grove Advisors, LLC23,765$325K0.03%013F-HRTimeline
Atria Wealth Solutions, Inc.23,186$317K0.01%+4,33113F-HRTimeline
Generali Investments CEE, investicni sp…23,020$314K0.03%+2,10613F-HRTimeline
FAS Wealth Partners, Inc.20,195$276K0.02%013F-HRTimeline
REDW Wealth LLC20,000$273K0.11%+7,00013F-HRTimeline
Chicago Partners Investment Group LLC18,317$264K0.01%-1,62713F-HRTimeline
Jackson Hole Capital Partners, LLC18,651$255K0.05%013F-HRTimeline
Sonora Investment Management Group, LLC18,100$247K0.02%+2,40013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP18,011$246K<0.01%new13F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC18,000$246K0.03%-2,05013F-HRTimeline
KBC Group NVin group KBC Group NV17,930$245K<0.01%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,781$243K<0.01%-75,41513F-HR/ATimelineGroup
Parallel Advisors, LLC17,250$236K<0.01%013F-HRTimeline
Nilsine Partners, LLC16,455$225K0.02%013F-HRTimeline
Almanack Investment Partners, LLC.16,361$223K0.04%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC16,261$222K<0.01%-15,98013F-HR/ATimelineGroup
ProShare Advisors LLC14,518$198K<0.01%-2,10413F-HRTimeline
Stonegate Investment Group, LLC14,371$196K<0.01%+35813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,262$195K<0.01%-70,20813F-HRTimelineGroup
Cornerstone Wealth Management, LLC14,167$194K0.01%+813F-HRTimeline
BFSG, LLC13,475$184K0.02%+69513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,977$177K<0.01%-2,59713F-HRTimelineGroup
NewEdge Advisors, LLC12,972$177K<0.01%+11,32613F-HRTimeline
Moors & Cabot, Inc.12,402$169K0.01%+1413F-HRTimeline
KELLEHER FINANCIAL ADVISORS12,320$168K0.06%+18813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,112$165K<0.01%+43713F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…11,784$161K<0.01%new13F-HRTimelineGroup
HORAN Wealth, LLC11,757$161K0.05%13F-HRTimeline
MRP Capital Investments, LLC11,578$158K0.11%+89113F-HRTimeline
Kensington Investment Counsel, LLC11,547$158K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,267$154K<0.01%-26,49213F-HRTimelineGroup
Register Financial Advisors LLC11,043$151K0.07%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,966$150K0.01%-23,83413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,884$149K<0.01%new13F-HRTimeline
SG Americas Securities, LLC10,675$146K<0.01%+1,56613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,559$144K0.01%013F-HRTimelineGroup
Arete Wealth Advisors, LLC10,481$143K0.01%+4613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,182$139K<0.01%-58813F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.10,000$137K0.07%013F-HRTimeline
VPR Management LLC8,000$109K0.05%new13F-HRTimeline
Canton Hathaway, LLC7,350$100K0.02%013F-HRTimeline
Sunbelt Securities, Inc.6,288$96.1K0.01%+1,04513F-HRTimeline
TrinityBridge Ltd6,200$85K<0.01%+1,60013F-HRTimeline
Geneos Wealth Management Inc.5,869$80.2K<0.01%-25813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,750$78.5K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,310$58.9K<0.01%-25013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,163$56.9K<0.01%+3,79313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,118$56.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,839$52.4K<0.01%+2113F-HRTimeline
Allworth Financial LP3,482$47.6K<0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD3,394$46.4K<0.01%new13F-HRTimelineGroup
Security National Bank3,201$43.7K0.01%+30513F-HRTimeline
Anchor Investment Management, LLC3,200$43.7K<0.01%013F-HRTimeline
Abound Wealth Management2,577$35.2K0.01%new13F-HRTimeline
MTM Investment Management, LLC2,500$34.1K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,165$29.6K<0.01%+47413F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,130$29.1K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,050$28K<0.01%013F-HRTimelineGroup
PFS Partners, LLC1,936$26.4K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,900$26K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.1,462$20K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group1,301$17.8K<0.01%new13F-HR/ATimeline
Quarry LP1,198$16.4K<0.01%new13F-HRTimeline
Founders Capital Management1,000$13.7K0.01%013F-HRTimeline
Kentucky Trust Co1,000$13.7K0.01%013F-HRTimeline
Global Retirement Partners, LLC875$12K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC728$10K<0.01%013F-HRTimelineGroup
Community Bank, N.A.730$9.97K<0.01%013F-HRTimeline
S.A. Mason LLC650$8.88K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…608$8.3K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC548$7.49K<0.01%-15613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\518$7.08K<0.01%-2,73813F-HRTimelineGroup
NFSG Corp500$6.83K<0.01%-89113F-HRTimeline
Traub Capital Management LLC471$6.43K0.01%13F-HRTimeline
North Star Investment Management Corp.460$6.28K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.340$4.61K<0.01%+213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC283$3.87K<0.01%013F-HR/ATimeline
SIGNATUREFD, LLC210$2.87K<0.01%-46313F-HRTimeline
Atlantic Edge Private Wealth Management…200$2.73K<0.01%013F-HRTimeline
Archer Investment Corp59$799<0.01%+213F-HRTimeline
Caitong International Asset Management …57$779<0.01%+5013F-HRTimeline
Mountain Hill Investment Partners Corp.32$435<0.01%+113F-HRTimeline
NATIXISin group Natixis Investment Managers22$301<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$21<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1$14<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.