OAKTREE SPECIALTY LENDING

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OCSL·67401P405·US·Common Stock·Financial Services - Asset Management

OCSL (OAKTREE SPECIALTY LENDING) is held by 67 institutional investors as of Q2 2026. Largest holders: OAKTREE CAPITAL MANAGEMENT LP ($94M), ROYAL BANK OF CANADA ($34.9M), MORGAN STANLEY ($28.7M). Net institutional sentiment: Mixed.

67

Holders

(10 Elite)

$260.6M

Total Value

51% (68)

Consensus

35 buying - 33 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)32

Insider (Form 4)81

Activist (13D/13G)68

Congressional (STOCK Act)79

Holder Quality

28

★★★★★

Elite

34

★★★★

Strong

36

★★★

Solid

74

★★

Below

67

★

Weak

Held by 67 funds

10 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders Aug 13, 2026 · Activists none · Congress none

InsiderPAPanossian ArmenBuy $22KAug 12, 2026

InsiderCRCALDWELL PHYLLIS RBuy $27KMar 16, 2026

InsiderGAGero Deborah AnnBuy $22KMar 16, 2026

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Top Holders

Top Holders (67)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OAKTREE CAPITAL MANAGEMENT LP	Increased	7.9M(+325.0%)	$94M	1.3%	+7.60%	76
ROYAL BANK OF CANADA	Increased	2.9M(+509.7%)	$34.9M	0.0%	+7.73%	47
MORGAN STANLEY	Decreased	2.4M(-6.3%)	$28.7M	0.0%	-13.03%	0
UBS Group AG	Increased	2.1M(+51.9%)	$24.8M	0.0%	+2.74%	40
Russell Investments Group, Ltd.	Increased	1.1M(+46.3%)	$12.6M	0.0%	+9.67%	38
Legal & General Group Plc	Increased	752,396(+9.8%)	$9M	0.0%	+17.73%	30
RAYMOND JAMES FINANCIAL INC	Increased	450,265(+6.2%)	$5.4M	0.0%	+1.77%	29
WELLS FARGO & COMPANY/MN	Increased	366,890(+58.8%)	$4.4M	0.0%	-3.06%	38
TWO SIGMA INVESTMENTS, LP	Decreased	340,283(-61.5%)	$4.1M	0.0%	+2.16%	0
BlackRock, Inc.	Decreased	333,996(-2.3%)	$4M	0.0%	-2.05%	0
Sumitomo Mitsui Trust Group, Inc.	Unchanged	310,875	$3.7M	0.0%	+32.03%	0
OSAIC HOLDINGS, INC.	Increased	247,801(+5.2%)	$3M	0.0%	-7.14%	28
Trexquant Investment LP	Increased	229,236(+181.7%)	$2.7M	0.0%	+11.10%	42
HighTower Advisors, LLC	Decreased	188,588(-38.8%)	$2.3M	0.0%	+3.33%	0
LOOMIS SAYLES & CO L P	Unchanged	176,666	$2.1M	0.0%	-7.90%	0
Lido Advisors, LLC	Increased	156,076(+33.5%)	$1.9M	0.0%	-9.33%	33
CITADEL ADVISORS LLC	Decreased	155,865(-54.4%)	$1.9M	0.0%	+12.65%	0
BANK OF AMERICA CORP /DE/	Increased	150,251(+29.4%)	$1.8M	0.0%	+1.55%	32
LAZARD ASSET MANAGEMENT LLC	Decreased	138,738(-3.4%)	$1.7M	0.0%	-4.45%	0
STATE STREET CORP	Increased	127,068(+17.8%)	$1.5M	0.0%	+1.85%	20

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer