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 B | 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 | 13.27% | 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% |
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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 $478.71 M in transactions.