Ofs Credit CompanyOCCI
13F holders, Q2 2026 (June 30)34holders +6
7new positions
4sold out
1famous investor
$2.56avg. 13F price*
At the end of Q2 2026, 34 institutions reported holding Ofs Credit Company Inc. (OCCI) in their 13F filings, up 6 from Q1 2026. 7 opened new positions and 4 sold out. The largest holders were Virtus Investment Advisers, LLC ($1.0M), Morgan Stanley ($879K) and Kestra Advisory Services, LLC ($289K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ofs Credit Company Inc.
- CUSIP
- 67111Q107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $327K |
| Exits | 4 | $196K |
All 13F filers, Q1 2026 → Q2 2026: 158,652 shares bought and 266,726 shares sold, net −108,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Virtus Investment Advisers, LLC | 0.23% | Reduce -15.1% | 392,323 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 343,451 | $879K |
| Kestra Advisory Services, LLC | 0.00% | Add +21.5% | 112,856 | $289K |
| Meridian Wealth Management, LLC | 0.01% | No change | 108,600 | $278K |
| Jane Street Group, LLC | 0.00% | Reduce -32.8% | 62,337 | $160K |
| LPL Financial LLC | 0.00% | Add +11.4% | 50,978 | $131K |
| Citadel Advisors | 0.00% | New | 41,801 | $107K |
| HRT Financial LP | 0.00% | New | 23,724 | $60K |
| Cetera Investment Advisers | 0.00% | New | 19,688 | $50K |
| Advisory Solutions Group, LLC | 0.02% | — | 19,132 | $49K |
| Two Sigma Securities, LLC | 0.00% | New | 15,569 | $40K |
| Boothbay Fund Management, LLC | 0.00% | New | 14,638 | $37K |
| Prospera Financial Services Inc | 0.00% | Add +0.9% | 12,722 | $33K |
| Private Advisor Group, LLC | 0.00% | New | 12,419 | $32K |
| One Capital Management, LLC | 0.00% | No change | 10,935 | $32K |
| Cresset Asset Management, LLC | 0.00% | Add +5.4% | 10,774 | $28K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.7% | 10,647 | $27K |
| UBS Group AG | 0.00% | Reduce -90.0% | 6,065 | $16K |
| NFSG Corp | 0.00% | Add +119.7% | 5,835 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,713 | $15K |
| Osaic Holdings, Inc. | 0.00% | Add +49.5% | 3,948 | $10K |
| Compass Financial Management LLC | 0.00% | — | 2,775 | $7K |
| Global Retirement Partners, LLC | 0.00% | — | 2,658 | $7K |
| BNP Paribas Financial Markets | 0.00% | Add +21.8% | 2,426 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -55.4% | 2,025 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -17.9% | 790 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $1K |
| WPG Advisers, LLC | 0.00% | Reduce -16.3% | 493 | $1K |
| Allworth Financial LP | 0.00% | No change | 302 | $774 |
| Harbour Investments, Inc. | 0.00% | Add +5.5% | 270 | $690 |
| Fifth Third Bancorp | 0.00% | Add +24.4% | 51 | $131 |
| National Bank of Canada | 0.00% | No change | 10 | $25 |
| Fiduciary Financial Advisors | 0.00% | New | 6 | $15 |
| Wells Fargo & Company | 0.00% | No change | 1 | $3 |
"% of holder's portfolio" is OCCI's weight in each manager's 13F, not the share of Ofs Credit Company Inc. the manager owns.