OFS Capital Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 176.30 K | $1.36 M | -5.67% | 1.32% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 168.00 K | $1.42 M | 16.88% | 1.25% |
| MORGAN STANLEY | 11/14/2025 | 146.70 K | $1.13 M | 4.57% | 1.09% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 120.91 K | $929.78 K | 5.81% | 0.90% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 85.23 K | $655.43 K | 0.17% | 0.64% |
| ARKADIOS WEALTH ADVISORS | 10/29/2025 | 77.72 K | $597.70 K | -7.63% | 0.58% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 71.15 K | $547.13 K | 12.64% | 0.53% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 69.32 K | $533.05 K | -19.74% | 0.52% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 66.29 K | $509.74 K | 7.06% | 0.49% |
| BULLDOG INVESTORS, LLP | 11/14/2025 | 57.64 K | $443.24 K | -54.68% | 0.43% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 23.23 K | $178.60 K | -43.50% | 0.17% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 20.85 K | $160.31 K | -45.68% | 0.16% |
| LPL FINANCIAL LLC | 11/12/2025 | 20.16 K | $155.05 K | 11.10% | 0.15% |
| SOA WEALTH ADVISORS, LLC. | 10/21/2025 | 18.10 K | $139.21 K | 4.41% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 18.09 K | $139.00 K | 0.00% | 0.14% |
| CITADEL ADVISORS LLC | 11/14/2025 | 15.54 K | $119.46 K | -7.40% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 14.00 K | $108.00 K | 0.00% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 13.50 K | $103.82 K | -10.60% | 0.10% |
| ROYAL BANK OF CANADA | 11/14/2025 | 7.50 K | $58.00 K | 650.00% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 7.08 K | $54.44 K | 0.00% | 0.05% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 6.19 K | $47.00 K | -81.10% | 0.05% |
| NBC SECURITIES, INC. | 11/14/2025 | 4.26 K | $32.74 K | 4.44% | 0.03% |
| UBS GROUP AG | 11/13/2025 | 3.44 K | $26.45 K | 140.56% | 0.03% |
| ACCESS INVESTMENT MANAGEMENT LLC | 11/04/2025 | 2.50 K | $19.23 K | 0.00% | 0.02% |
| JPMORGAN CHASE & CO | 11/26/2025 | 2.28 K | $17.56 K | 2,826.92% | 0.02% |
| TRIUMPH CAPITAL MANAGEMENT | 11/17/2025 | 1.60 K | $12.30 K | 100.00% | 0.01% |
| US BANCORP \DE\ | 11/12/2025 | 1.00 K | $7.69 K | 0.00% | 0.01% |
| HARBOR ASSET PLANNING, INC. | 10/17/2025 | 687 | $5.28 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 506 | $4.30 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 302 | $2.32 K | -53.68% | 0.00% |
| CWM, LLC | 10/15/2025 | 100 | $1.00 K | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| FORT SHERIDAN ADVISORS LLC | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 0 | $0 | -100.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 10/23/2025 | 0 | $0 | -100.00% | 0.00% |
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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:
TWO SIGMA ADVISERS, LP: 176,300
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 168,003
MORGAN STANLEY: 146,698
TWO SIGMA INVESTMENTS, LP: 120,908
Advisors Asset Management, Inc.: 85,231
Arkadios Wealth Advisors: 77,724
9.11% of OFS Capital Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 2.65 M shares in the last 24 months. This purchase volume represents approximately $13.40 M in transactions.