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Oaktree Specialty Lending Ownership | Who Owns Oaktree Specialty Lending?

OverviewForecastRevenueFinancialsChartTranscripts

Oaktree Specialty Lending Ownership Summary

Oaktree Specialty Lending is owned by 2.75% insiders, and 97.25% retail investors. VanEck BDC Income ETF is the top mutual fund, with 2.20% of its assets in Oaktree Specialty Lending shares.

OCSL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOaktree Specialty Lending-2.75%97.25%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryCredit Services Stocks39.92%8.89%51.19%

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20241-1-------
Sep 30, 20241-1-------
Jun 30, 20241-50.00%1-99.83%-242.86%--100.00%--
Mar 31, 20242-581423.42%-5108000.00%1---
Dec 31, 20232-33.33%111-99.52%-13.75%--100.00%--

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF1.81M2.20%-
Invesco KBW High Dividend Yld Fincl ETF672.10K0.82%1.09K
Embark Small Cap Equity Institutional408.61K0.50%31.33K
iShares Listed Private Eq ETF USD Dist361.55K0.44%-
TrueShares Active Yield ETF265.89K0.32%260.93K
JH Financial Opportunities259.79K0.32%-
RiverNorth Opportunities259.83K0.32%123.70K
RiverNorth Doubleline Strategic Inc I245.86K0.30%-
Accelerate Diversified Credit Income ETF221.13K0.27%19.77K
ONE1797 - Listed Participations C Cap185.00K0.22%10.00K

Recent Insider Transactions

DateNameRoleActivityValue
Feb 25, 2025CALDWELL PHYLLIS R-Buy$39.58K
Feb 24, 2025Pendo Mathew PresidentBuy$99.69K
Feb 24, 2025Khanna Raghav Co-Chief Investment OfficerBuy$95.70K
Sep 20, 2024CALDWELL PHYLLIS R-Buy$6.48K
Sep 20, 2024CALDWELL PHYLLIS R-Buy$1.52K

Insider Transactions Trends

DateBuySell
2025 Q13-
2024 Q4--
2024 Q35-
2024 Q11-
2023 Q4--

OCSL Ownership FAQ

Who Owns Oaktree Specialty Lending?

Oaktree Specialty Lending shareholders are primarily institutional investors at 0%, followed by 2.75% insiders and 0% retail investors. The average institutional ownership in Oaktree Specialty Lending's industry, Credit Services Stocks, is 39.92%, which Oaktree Specialty Lending falls below.

Does Blackrock own Oaktree Specialty Lending?

BlackRock is not among the top 10 institutional shareholders of Oaktree Specialty Lending.

Who is the top mutual fund holder of Oaktree Specialty Lending shares?

VanEck BDC Income ETF is the top mutual fund holder of Oaktree Specialty Lending shares, with 2.20% of its total shares outstanding invested in 1.81M Oaktree Specialty Lending shares.

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