OFS Capital Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TWO SIGMA ADVISERS, LP | 08/14/2025 | 186.90 K | $1.58 M | 1.25% | 1.40% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/29/2025 | 143.74 K | $1.21 M | 0.10% | 1.07% |
| MORGAN STANLEY | 08/15/2025 | 140.29 K | $1.18 M | 0.90% | 1.05% |
| BULLDOG INVESTORS, LLP | 08/14/2025 | 127.19 K | $1.07 M | -30.27% | 0.95% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2025 | 114.27 K | $964.46 K | -5.42% | 0.85% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/12/2025 | 86.37 K | $728.94 K | 100.00% | 0.64% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/12/2025 | 85.09 K | $718.14 K | -51.73% | 0.64% |
| ARKADIOS WEALTH ADVISORS | 08/04/2025 | 84.14 K | $710.14 K | -3.58% | 0.63% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/07/2025 | 63.17 K | $533.12 K | 5.17% | 0.47% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/13/2025 | 61.91 K | $522.55 K | -21.21% | 0.46% |
| AMERIPRISE FINANCIAL INC | 08/14/2025 | 60.87 K | $513.75 K | -21.89% | 0.45% |
| RITHOLTZ WEALTH MANAGEMENT | 07/28/2025 | 41.11 K | $346.92 K | 100.00% | 0.31% |
| TREXQUANT INVESTMENT LP | 08/12/2025 | 38.38 K | $323.92 K | -25.55% | 0.29% |
| ACADIAN ASSET MANAGEMENT LLC | 08/07/2025 | 32.77 K | $275.00 K | 56.12% | 0.24% |
| LPL FINANCIAL LLC | 08/12/2025 | 18.15 K | $153.18 K | 18.94% | 0.14% |
| HRT FINANCIAL LP | 08/14/2025 | 18.10 K | $152.00 K | 100.00% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/31/2025 | 18.09 K | $153.00 K | 0.00% | 0.14% |
| SOA WEALTH ADVISORS, LLC. | 07/18/2025 | 17.34 K | $146.33 K | 4.01% | 0.13% |
| CITADEL ADVISORS LLC | 08/14/2025 | 16.78 K | $141.59 K | 100.00% | 0.13% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2025 | 15.10 K | $127.44 K | 0.00% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 07/17/2025 | 14.00 K | $118.00 K | -1.16% | 0.10% |
| LSV ASSET MANAGEMENT | 08/11/2025 | 12.90 K | $109.00 K | 0.00% | 0.10% |
| FORT SHERIDAN ADVISORS LLC | 08/13/2025 | 10.00 K | $84.40 K | -7.15% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 08/14/2025 | 7.08 K | $59.75 K | 0.00% | 0.05% |
| NBC SECURITIES, INC. | 07/08/2025 | 4.08 K | $34.00 K | 4.03% | 0.03% |
| ACCESS INVESTMENT MANAGEMENT LLC | 08/05/2025 | 2.50 K | $21.10 K | 100.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/12/2025 | 2.38 K | $20.05 M | 100.00% | 0.02% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 1.90 K | $16.04 K | 100.00% | 0.01% |
| UBS GROUP AG | 08/14/2025 | 1.43 K | $12.07 K | -86.39% | 0.01% |
| US BANCORP \DE\ | 07/24/2025 | 1.00 K | $8.44 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2025 | 1.00 K | $8.00 K | 0.00% | 0.01% |
| HARBOR ASSET PLANNING, INC. | 07/29/2025 | 687 | $5.80 K | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2025 | 652 | $5.50 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 09/04/2025 | 506 | $4.27 K | 0.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 08/04/2025 | 435 | $3.67 K | 0.00% | 0.00% |
| CWM, LLC | 07/25/2025 | 100 | $1.00 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2025 | 78 | $658 | 100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
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.
OFS Capital Corporation institutional Ownership - FAQ's
During the previous two years, 55 institutional investors and hedge funds held shares of OFS Capital Corporation. The most heavily invested institutionals were:
Harbor Asset Planning, Inc.: 687
CWM, LLC: 100
TWO SIGMA ADVISERS, LP: 186,900
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 143,739
MORGAN STANLEY: 140,293
Bulldog Investors, LLP: 127,191
10.68% of OFS Capital Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 2.86 M shares in the last 24 months. This purchase volume represents approximately $20.16 M in transactions.