Oaktree Specialty Lending Corporation
Oaktree Specialty Lending Corporation (OCSL) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · OCSL · as of Sep 30, 2025
Ownership Breakdown
188
Institutional Holders
▼ 9 vs Q2
$443.37M
Total Inst. Value
▼ $8.61M vs Q2
88.09M
Shares Outstanding
freeFloat 99.55%
33.96M
13F Shares Held
▲ 877,288 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
OCSL largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
PRIVATE MANAGEMENT GROUP INC | 3.01M | 3.42% | 3.42% | $39.33B | Nov 13, 2025 | ▲ 607.5K |
MORGAN STANLEY | 3.00M | 3.40% | 3.40% | $39.14B | May 27, 2026 | ▼ 450.2K |
BRUNI J V & CO /CO | 2.49M | 2.82% | 2.82% | $32.46B | Nov 10, 2025 | ▲ 274.7K |
VAN ECK ASSOCIATES CORP | 2.17M | 2.47% | 2.47% | $28.36B | Nov 13, 2025 | ▲ 134.6K |
GENERALI ASSET MANAGEMENT SPA SGR | 2.09M | 2.37% | 2.37% | $27.25B | Oct 21, 2025 | ▲ 199.4K |
ARES MANAGEMENT LLC | 1.95M | 2.21% | 2.21% | $25.39B | Nov 14, 2025 | — held |
OAKTREE CAPITAL MANAGEMENT LP | 1.85M | 2.10% | 2.10% | $24.17B | Nov 13, 2025 | — held |
CLARET ASSET MANAGEMENT CORP | 1.69M | 1.92% | 1.92% | $22.10B | Nov 13, 2025 | ▼ 7.5K |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.32M | 1.50% | 1.50% | $17.23B | Nov 14, 2025 | ▲ 701.8K |
MELIA WEALTH LLC | 1.22M | 1.38% | 1.38% | $15.87B | Nov 12, 2025 | ▲ 225.4K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
28
Increased
+3.62M shares0
New Positions
first time holders18
Decreased
−963.4K shares0
Sold Out
fully exitedNet shares change (top 50)
+2.65M
+3.62M / −963.4K
Net new holders
+10
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
OCSL insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
CALDWELL PHYLLIS R director | Mar 16, 2026 | Purchase | 2,500 | $10.77 | $26.9K | 23.5K | Form 4 ↗ |
Gero Deborah Ann director | Mar 16, 2026 | Purchase | 2,000 | $10.78 | $21.6K | 24.4K | Form 4 ↗ |
CALDWELL PHYLLIS R director | Sep 15, 2025 | Purchase | 975 | $13.20 | $12.9K | 21.0K | Form 4 ↗ |
CALDWELL PHYLLIS R director | Sep 15, 2025 | Purchase | 25 | $13.19 | $329.75 | 20.0K | Form 4 ↗ |
CALDWELL PHYLLIS R director | Sep 15, 2025 | Purchase | 2,000 | $13.19 | $26.4K | 20.0K | Form 4 ↗ |
Gero Deborah Ann director | Jun 30, 2025 | Purchase | 2,500 | $13.70 | $34.3K | 22.4K | Form 4 ↗ |
Panossian Armen See Remarks | May 15, 2025 | Purchase | 8,000 | $14.13 | $113.0K | 20.8K | Form 4 ↗ |
CALDWELL PHYLLIS R director | May 7, 2025 | Purchase | 2,000 | $13.32 | $26.6K | 18.0K | Form 4 ↗ |
Jacobson Craig A director | May 6, 2025 | Purchase | 14,910 | $13.41 | $199.9K | 71.7K | Form 4 ↗ |
CALDWELL PHYLLIS R director | Feb 25, 2025 | Purchase | 2,500 | $15.83 | $39.6K | 16.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Oaktree Specialty Lending Corporation (OCSL) is primarily owned by institutional investors, who hold approximately 38.5% of total shares outstanding. Company insiders own approximately 0.45%, while retail and public investors account for the remaining 61.00%.
The largest institutional shareholder of Oaktree Specialty Lending Corporation is PRIVATE MANAGEMENT GROUP INC, holding approximately 3.01 million shares — equal to 3.42% of outstanding shares — as of September 30, 2025.
A total of 188 institutional investors currently hold OCSL stock, with a combined institutional value of approximately $443,369,819 as of the most recent 13F filing period.
Frequently asked questions
OCSL ownershipOaktree Specialty Lending Corporation (OCSL) is primarily owned by institutional investors, who hold approximately 38.5% of shares. The largest shareholder is PRIVATE MANAGEMENT GROUP INC with a 3.42% stake. Company insiders hold 0.45%. Data sourced from SEC Form 13F as of September 30, 2025.