Oaktree Specialty Lending Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2025 | 3.39 M | $52.07 M | 54.81% | 3.95% |
| PRIVATE MANAGEMENT GROUP INC | 05/07/2025 | 2.19 M | $33.56 M | 2.62% | 2.54% |
| ARES MANAGEMENT LLC | 05/15/2025 | 1.98 M | $30.37 M | 0.00% | 2.30% |
| VAN ECK ASSOCIATES CORP | 05/15/2025 | 1.94 M | $29.84 M | -7.26% | 2.26% |
| BRUNI J V & CO /CO | 05/12/2025 | 1.94 M | $29.73 M | 0.32% | 2.25% |
| OAKTREE CAPITAL MANAGEMENT LP | 05/15/2025 | 1.85 M | $28.45 M | 0.00% | 2.16% |
| CLARET ASSET MANAGEMENT CORP | 05/13/2025 | 1.52 M | $23.37 M | 1.74% | 1.77% |
| 05/15/2025 | 1.08 M | $16.65 M | 101.39% | 1.26% | |
| MELIA WEALTH LLC | 05/07/2025 | 879.52 K | $13.51 M | 9.77% | 1.02% |
| INVESCO LTD. | 05/12/2025 | 730.00 K | $11.21 M | -16.66% | 0.85% |
| UBS GROUP AG | 05/13/2025 | 651.58 K | $10.01 M | 72.50% | 0.76% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 565.81 K | $8.70 M | 19.21% | 0.66% |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 547.90 K | $8.42 M | 0.63% | 0.64% |
| LSV ASSET MANAGEMENT | 05/09/2025 | 544.44 K | $8.36 M | -34.70% | 0.63% |
| ROYAL BANK OF CANADA | 05/15/2025 | 468.88 K | $7.20 M | 34.31% | 0.55% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 365.72 K | $5.62 M | 4.44% | 0.43% |
| BLACKROCK, INC. | 05/02/2025 | 361.81 K | $5.56 M | -1.67% | 0.42% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2025 | 334.45 K | $5.14 M | 100.00% | 0.39% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2025 | 331.90 K | $5.10 M | 100.00% | 0.39% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 325.04 K | $4.99 M | -12.14% | 0.38% |
| 05/02/2025 | 319.28 K | $4.90 M | 651.36% | 0.37% | |
| REZNY WEALTH MANAGEMENT, INC. | 05/12/2025 | 283.33 K | $4.35 M | 3.39% | 0.33% |
| TREXQUANT INVESTMENT LP | 05/14/2025 | 275.06 K | $4.22 M | 1,321.94% | 0.32% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2025 | 259.79 K | $3.99 M | 0.00% | 0.30% |
| BARCLAYS PLC | 05/15/2025 | 233.02 K | $3.58 M | 40.50% | 0.27% |
| 05/09/2025 | 231.84 K | $3.56 M | 100.00% | 0.27% | |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 05/14/2025 | 231.54 K | $3.56 M | 20.20% | 0.27% |
| MUZINICH & CO., INC. | 05/05/2025 | 230.15 K | $3.54 M | -3.01% | 0.27% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 224.71 K | $3.45 M | -0.27% | 0.26% |
| UNITED ADVISOR GROUP, LLC | 04/21/2025 | 222.16 K | $3.41 M | 7.66% | 0.26% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2025 | 187.45 K | $2.88 M | -1.13% | 0.22% |
| GABELLI FUNDS LLC | 05/14/2025 | 180.91 K | $2.78 M | -1.84% | 0.21% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 179.66 K | $2.76 M | -0.54% | 0.21% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 176.93 K | $2.72 M | 7.86% | 0.21% |
| LOOMIS SAYLES & CO L P | 05/14/2025 | 176.67 K | $2.71 M | 100.00% | 0.21% |
| GRANITESHARES ADVISORS LLC | 04/16/2025 | 172.26 K | $2.65 M | 6.45% | 0.20% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 05/19/2025 | 170.59 K | $2.62 M | -34.10% | 0.20% |
| ARNHOLD LLC | 05/14/2025 | 162.35 K | $2.49 M | 1.67% | 0.19% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 05/14/2025 | 162.04 K | $2.49 M | 246.22% | 0.19% |
| LPL FINANCIAL LLC | 05/07/2025 | 159.34 K | $2.45 M | 49.39% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 158.73 K | $2.44 M | 489.34% | 0.18% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 157.00 K | $2.41 M | -86.75% | 0.18% |
| NAVITER WEALTH, LLC | 04/25/2025 | 156.05 K | $2.49 M | 1.51% | 0.18% |
| PINNACLE ASSOCIATES LTD | 05/06/2025 | 150.38 K | $2.31 M | -62.72% | 0.18% |
| DENALI ADVISORS LLC | 05/05/2025 | 147.77 K | $2.27 M | 3.15% | 0.17% |
| DNB ASSET MANAGEMENT AS | 05/15/2025 | 142.27 K | $2.19 M | -6.09% | 0.17% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2025 | 136.40 K | $2.10 M | 4.59% | 0.16% |
| 05/05/2025 | 133.54 K | $2.05 M | -0.37% | 0.16% | |
| 05/13/2025 | 129.69 K | $1.99 M | 110.23% | 0.15% | |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 129.61 K | $1.99 M | -25.55% | 0.15% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Oaktree Specialty Lending Corporation institutional Ownership - FAQ's
During the previous two years, 248 institutional investors and hedge funds held shares of Oaktree Specialty Lending Corporation. The most heavily invested institutionals were:
MORGAN STANLEY: 3.39 M
PRIVATE MANAGEMENT GROUP INC: 2.19 M
ARES MANAGEMENT LLC: 1.98 M
VAN ECK ASSOCIATES CORP: 1.94 M
BRUNI J V & CO /CO: 1.94 M
OAKTREE CAPITAL MANAGEMENT LP: 1.85 M
36.62% of Oaktree Specialty Lending Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 33.95 M shares in the last 24 months. This purchase volume represents approximately $468.18 M in transactions.