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Disclosery

OCSL OAKTREE SPECIALTY LENDING

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COM (common), issuer CIK 1414932

201 managers (202 13F filers) reported a position in OCSL shares at 2025-12-31, 35,684,213 shares in all. 40 filers opened a position and 25 filers sold out during the quarter.

Managers
201
13F filers
202
New
40
Added
57
Reduced
69
Sold out
25
Shares held by filers
35,684,213

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PRIVATE MANAGEMENT GROUP INC3,259,370$41.5M1.21%+245,20713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,959,826$37.7M<0.01%-39,07513F-HR/ATimelineGroup
BRUNI J V & CO /CO2,495,710$31.8M3.12%+8,69113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,153,607$27.4M0.02%-19,65013F-HRTimelineGroup
Generali Asset Management SPA SGR2,087,981$26.6M0.54%013F-HRTimeline
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC1,933,305$24.6M1.41%-12,00013F-HRTimelineGroup
OAKTREE CAPITAL MANAGEMENT LPin group Oaktree Capital Holdings, LLC1,852,456$23.6M0.38%013F-HRTimelineGroup
Claret Asset Management Corp1,660,588$21.2M2.46%-32,63613F-HRTimeline
UBS Group AGin group UBS Group AG1,333,643$17M<0.01%+429,30313F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,267,698$16.2M0.76%-52,97913F-HRTimeline
Melia Wealth LLC1,218,806$15.5M7.18%+2,96413F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding944,925$12M+372,927Timeline
Legal & General Group Plcin group Legal & General Group Plc616,676$7.85M<0.01%+83,82713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA461,443$5.88M<0.01%-46,70213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.430,639$5.49M<0.01%-5,45413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC397,187$5.06M<0.01%+323,04013F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC380,000$4.84M0.86%new13F-HRTimeline
Muzinich & Co., Inc.332,569$4.24M1.33%+1,66313F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC320,496$4.08M1.85%-11,85213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …310,875$3.96M<0.01%+7,10613F-HRTimelineGroup
Wills Financial Group LLC295,317$3.76M1.44%+62,58813F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…257,662$3.28M0.03%-33,21213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…240,455$3.06M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC229,800$2.93M<0.01%+177,94113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…228,990$2.92M0.01%new13F-HRTimelineGroup
United Advisor Group, LLC224,440$2.86M0.37%-34,61213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth215,568$2.75M<0.01%new13F-HRTimelineGroup
ICON ADVISERS INC/CO215,000$2.74M0.59%+154,77413F-HRTimeline
Arnhold LLC209,845$2.67M0.2%+30,00013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK207,000$2.64M<0.01%new13F-HRTimelineGroup
Triad Investment Management200,853$2.56M2.59%13F-HRTimeline
HighTower Advisors, LLC181,174$2.31M<0.01%-86,73513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.177,744$2.26M<0.01%-47,47613F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P176,666$2.25M<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN169,606$2.16M<0.01%-65,90513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…166,123$2.12M<0.01%-57,59613F-HRTimelineGroup
Old Port Advisors164,869$2.1M0.52%+38,32913F-HRTimeline
LPL Financial LLC162,818$2.07M<0.01%-7,44413F-HRTimeline
Texas Capital Bank Wealth Management Se…162,096$2.07M0.12%-34,81913F-HRTimeline
Independent Advisor Alliance151,989$1.94M0.05%-12,26113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC148,336$1.89M<0.01%+46,74413F-HRTimelineGroup
LSV ASSET MANAGEMENT139,966$1.78M<0.01%-8,80013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd135,868$1.73M0.05%+124,16713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.133,869$1.71M0.08%+94,52913F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS133,418$1.7M0.01%-8,84813F-HRTimelineGroup
Carnegie Lake Advisors LLC131,538$1.68M0.64%-38613F-HRTimeline
Plan Group Financial, LLC129,956$1.66M0.43%+15,72813F-HRTimeline
Naviter Wealth, LLC124,473$1.59M0.21%-36,38913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC122,823$1.56M0.22%+43,76613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC117,232$1.53M0.01%+1,72013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC116,422$1.48M<0.01%+13,92813F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC116,212$1.48M0.02%-6,78413F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS109,744$1.4M0.73%13F-HRTimeline
FNY Investment Advisers, LLC102,600$1.31M0.37%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP100,349$1.28M<0.01%+19,37013F-HRTimelineGroup
DENALI ADVISORS LLC97,131$1.24M0.14%-14,95413F-HRTimeline
TT Capital Management LLC95,942$1.22M0.97%-11,98513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/94,604$1.21M<0.01%-110,32113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS93,420$1.19M<0.01%+86,01713F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC91,779$1.17M<0.01%+65,20413F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC83,344$1.06M0.2%+61,87213F-HRTimelineGroup
VARCOV Co.80,024$1.02M0.4%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP79,562$1.01M<0.01%-4,75513F-HRTimelineGroup
CAXTON ASSOCIATES LLP79,481$1.01M0.02%+15,68213F-HRTimeline
Quantbot Technologies LP77,419$986K0.03%new13F-HRTimeline
Gotham Asset Management, LLC73,966$942K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,132$855K<0.01%-23,72113F-HRTimeline
Blue Trust, Inc.64,854$826K0.01%-7,06813F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…64,479$821K0.22%-14,92013F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.64,177$818K<0.01%new13F-HRTimelineGroup
Aquatic Capital Management LLC62,689$799K0.02%+8,61613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.55,376$705K<0.01%-831,47113F-HRTimelineGroup
Creative Planningin group Creative Planning53,169$677K<0.01%+2,25313F-HRTimelineGroup
Sound Income Strategies, LLC49,460$637K0.03%+46,11513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC48,336$616K<0.01%new13F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC45,583$581K0.21%+3,51913F-HRTimeline
Bramshill Investments, LLC43,855$559K0.03%+28813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…42,959$546K0.01%+10,81013F-HRTimelineGroup
Cornerstone Advisory, LLC42,858$546K0.05%-9,78313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC41,935$534K0.06%new13F-HRTimeline
Advisors Asset Management, Inc.41,682$531K0.01%-61,84313F-HR/ATimeline
Summit Financial, LLC40,123$511K0.01%-89713F-HRTimeline
Cresset Asset Management, LLC39,633$505K<0.01%+913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC39,499$503K<0.01%+3,30913F-HRTimelineGroup
Sovran Advisors, LLC38,348$499K0.04%+1,80513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,698$455K<0.01%+2,88913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,665$454K<0.01%-6,68913F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC35,388$451K<0.01%-18,63313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.35,210$449K0.01%-16,43113F-HRTimelineGroup
Strategic Wealth Partners, Ltd.34,289$437K0.03%-3,90013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC33,938$433K0.04%-47513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,938$432K<0.01%-88613F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd33,748$430K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC33,627$428K<0.01%-4,29813F-HRTimeline
Arax Advisory Partners32,026$408K0.01%new13F-HRTimeline
Schonfeld Strategic Advisors LLC30,767$392K<0.01%-15,80013F-HRTimeline
SG Americas Securities, LLC30,516$389K<0.01%+18,57613F-HRTimeline
Sullivan Wood Capital Management LLC30,450$388K0.59%+19,70013F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)30,000$382K<0.01%-145,00013F-HRTimelineGroup
Advisory Services Network, LLC29,932$381K0.01%-4,96513F-HRTimeline
Cetera Investment Advisers29,404$375K<0.01%+16213F-HRTimeline
Massar Capital Management, LP28,812$367K0.07%new13F-HRTimeline
Running Point Capital Advisors, LLC28,789$367K0.1%+87713F-HRTimeline
NewEdge Advisors, LLC27,748$354K<0.01%+12,96113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,377$349K<0.01%+1613F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC25,874$330K<0.01%new13F-HRTimelineGroup
BLUEFIN CAPITAL MANAGEMENT, LLC25,600$326K0.09%new13F-HRTimeline
PFG Investments, LLC24,697$315K0.01%-7,68813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,693$315K<0.01%-1,17013F-HR/ATimelineGroup
ExodusPoint Capital Management, LP23,594$301K<0.01%new13F-HRTimeline
Calydon Capital20,885$266K0.04%-4,21313F-HRTimeline
FAS Wealth Partners, Inc.20,195$257K0.02%013F-HRTimeline
Generali Investments CEE, investicni sp…20,046$255K0.02%013F-HRTimeline
BFSG, LLC19,540$249K0.02%+1,81413F-HRTimeline
Sunbeam Capital Management, LLC19,085$243K0.14%+3,68513F-HRTimeline
Jackson Hole Capital Partners, LLC18,651$238K0.04%013F-HRTimeline
Tortuga Wealth Management, Inc18,446$235K0.25%13F-HRTimeline
Cambridge Investment Research Advisors,…17,579$224K<0.01%-4,97113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,439$222K0.01%-5,80113F-HRTimeline
Parallel Advisors, LLC17,250$220K<0.01%-4813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,000$217K0.01%new13F-HRTimelineGroup
ProShare Advisors LLC16,925$216K<0.01%-99813F-HRTimeline
Chicago Partners Investment Group LLC16,689$215K0.01%-47213F-HRTimeline
Clearstead Advisors, LLC16,501$210K<0.01%-1,16213F-HRTimeline
Nilsine Partners, LLC16,455$210K0.02%013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd16,300$208K0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS15,907$203K<0.01%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP15,885$202K0.07%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Valeo Financial Advisors, LLC15,548$198K<0.01%new13F-HRTimeline
VPR Management LLC15,494$197K0.09%+7,25413F-HRTimeline
Shore Point Advisors, LLC15,000$191K0.08%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management14,888$190K<0.01%new13F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC14,124$180K0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,703$175K<0.01%-1,58213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,597$173K<0.01%-24,35413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,952$165K<0.01%+1,29013F-HRTimelineGroup
MGO ONE SEVEN LLC12,912$164K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,775$163K<0.01%-25013F-HRTimeline
Cornerstone Wealth Management, LLC12,754$162K0.01%-2,06313F-HRTimeline
Blue Line Capital, LLC / IL12,360$157K0.19%13F-HRTimeline
Moors & Cabot, Inc.11,932$152K0.01%-48513F-HRTimeline
HORAN Wealth, LLC11,757$150K0.02%013F-HRTimeline
Bogart Wealth, LLC11,706$149K0.01%new13F-HRTimeline
Closed-End Fund Advisors, Inc.11,604$148K0.09%13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC11,459$146K0.05%-59,58213F-HRTimeline
American Capital Advisory, LLC10,581$135K0.06%new13F-HRTimeline
Cohen Capital Management, Inc.10,462$133K0.02%+31813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,450$133K<0.01%-21,80113F-HR/ATimelineGroup
Fisher Asset Management, LLC10,325$132K<0.01%new13F-HRTimeline
MAI Capital Management10,257$131K<0.01%+5,80013F-HRTimeline
TrinityBridge Ltd7,400$94K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,788$86.5K<0.01%new13F-HRTimelineGroup
Canton Hathaway, LLC6,370$81.2K0.02%013F-HRTimeline
Geneos Wealth Management Inc.6,017$76.7K<0.01%+7613F-HRTimeline
Register Financial Advisors LLC5,000$63.7K0.02%013F-HRTimeline
GROUP ONE TRADING LLC4,756$60.6K<0.01%-28,86913F-HRTimeline
Security National Bank4,607$58.7K0.01%+1,33013F-HRTimeline
State of Alaska, Department of Revenue3,926$50K<0.01%013F-HRTimeline
COMERICA BANK3,574$45.5K<0.01%+26113F-HRTimeline
Federation des caisses Desjardins du Qu…3,542$45.1K<0.01%-57613F-HRTimeline
Allworth Financial LP3,448$43.9K<0.01%+3213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,326$42.4K<0.01%new13F-HR/ATimelineGroup
Anchor Investment Management, LLC3,200$40.8K<0.01%013F-HRTimeline
Garner Asset Management Corp3,020$38.5K0.01%new13F-HRTimeline
MRP Capital Investments, LLC2,639$33.6K0.03%-8,04813F-HRTimeline
Sunbelt Securities, Inc.2,625$33.4K<0.01%-77313F-HRTimeline
Abound Wealth Management2,577$32.8K0.01%013F-HRTimeline
MTM Investment Management, LLC2,500$31.9K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,050$26.1K<0.01%013F-HRTimelineGroup
PFS Partners, LLC1,936$24.7K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,900$24.2K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,550$19.7K<0.01%-4,46013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,524$19.4K<0.01%new13F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.1,462$18.6K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,448$18.4K<0.01%-25113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,443$18.4K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,363$17K<0.01%+87713F-HRTimelineGroup
Empirical Asset Management, LLC15,968$16K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …1,250$15.9K0.01%13F-HRTimeline
Founders Capital Management1,000$12.7K0.01%013F-HRTimeline
Farther Finance Advisors, LLC772$9.84K<0.01%new13F-HRTimeline
Community Bank, N.A.730$9.3K<0.01%013F-HRTimeline
North Star Investment Management Corp.660$8.41K<0.01%+3013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC548$6.98K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC500$6.37K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp456$5.81K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD414$5.27K<0.01%-2,98013F-HRTimelineGroup
AMERIFLEX GROUP, INC.373$4.75K<0.01%-34913F-HRTimeline
Motiv8 Investments LLC250$3K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC219$2.79K<0.01%+613F-HRTimeline
SIGNATUREFD, LLC129$1.64K<0.01%-113F-HRTimeline
ESL Trust Services, LLC100$1.27K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…90$1.15K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.34$431<0.01%+113F-HRTimeline
BAYBAN33$420<0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC30$382<0.01%new13F-HRTimelineGroup
NATIXISin group Natixis Investment Managers22$280<0.01%013F-HRTimelineGroup
DANSKE BANK A/S2$25<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2$25<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1$13<0.01%013F-HRTimeline