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Oaktree Specialty Lending Ownership | Who Owns Oaktree Specialty Lending?

OverviewForecastRevenueFinancialsChartTranscripts

Oaktree Specialty Lending Ownership Summary

2.70% insiders, and 97.30% retail investors. Huntington national bank is the largest institutional shareholder, holding 0% of OCSL shares. VanEck BDC Income ETF is the top mutual fund, with 2.33% of its assets in Oaktree Specialty Lending shares.

OCSL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOaktree Specialty Lending-2.70%97.30%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryCredit Services Stocks49.87%8.04%42.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Huntington national bank1.00-$7.00

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Huntington national bank1.00-$7.00

Top Buyers

HolderShares% AssetsChange
Huntington national bank1.00--

Top Sellers

HolderShares% AssetsChange
Huntington national bank1.00--

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%--
Sep 30, 20233-23,1140.02%-3563.33%1---100.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF1.92M2.33%-
Embark Small Cap Equity Institutional408.61K0.50%31.33K
iShares Listed Private Eq ETF USD Dist299.06K0.36%-
TrueShares Active Yield ETF289.30K0.35%-
JH Financial Opportunities259.79K0.32%-
ONE1797 - Listed Participations C Cap185.00K0.22%10.00K
Gabelli Dividend & Income173.21K0.21%4.84K
Undrly L&G Pen PMC Diversified155.70K0.19%3.79K
Advisors Capital Income w/Growth152.94K0.19%7.22K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ132.55K0.16%132.55K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 20, 2024CALDWELL PHYLLIS R-Buy$1.52K
Sep 20, 2024CALDWELL PHYLLIS R-Buy$6.48K
Sep 20, 2024CALDWELL PHYLLIS R-Buy$8.01K
Aug 13, 2024CALDWELL PHYLLIS R-Buy$13.59K
Aug 13, 2024CALDWELL PHYLLIS R-Buy$8.14K

Insider Transactions Trends

DateBuySell
2024 Q32-
2024 Q11-
2023 Q4--
2023 Q19-
2022 Q42-

OCSL Ownership FAQ

Who Owns Oaktree Specialty Lending?

Oaktree Specialty Lending shareholders are primarily institutional investors at 0%, followed by 2.70% insiders and 0% retail investors. The average institutional ownership in Oaktree Specialty Lending's industry, Credit Services Stocks, is 49.87%, 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 Oaktree Specialty Lending’s biggest shareholder by percentage of total assets invested?

Huntington national bank is Oaktree Specialty Lending’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 1 Oaktree Specialty Lending shares, valued at 7$.

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 2.33% of its total shares outstanding invested in 1.92M Oaktree Specialty Lending shares.

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