Ofs Credit CompanyOCCI
13F holders, Q4 2025 (December 31)28holders +2
8new positions
5sold out
1famous investor
$4.84avg. 13F price*
At the end of Q4 2025, 28 institutions reported holding Ofs Credit Company Inc. (OCCI) in their 13F filings, up 2 from Q3 2025. 8 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($2.3M), Virtus Investment Advisers, LLC ($2.0M) and Kestra Advisory Services, LLC ($401K). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $204K |
| Exits | 5 | $341K |
All 13F filers, Q3 2025 → Q4 2025: 289,533 shares bought and 102,066 shares sold, net +187,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Morgan Stanley | 0.00% | Add +91.6% | 466,311 | $2.3M |
| Virtus Investment Advisers, LLC | 0.55% | Add +0.9% | 421,233 | $2.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +32.3% | 82,856 | $401K |
| LPL Financial LLC | 0.00% | Reduce -28.6% | 61,240 | $296K |
| Citadel Advisors | 0.00% | New | 12,914 | $63K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,812 | $62K |
| MinichMacGregor Wealth Management, LLC | 0.01% | Reduce -1.0% | 11,635 | $56K |
| StoneX Group Inc. | 0.00% | New | 11,346 | $55K |
| Prospera Financial Services Inc | 0.00% | Reduce -8.6% | 10,700 | $52K |
| One Capital Management, LLC | 0.00% | No change | 10,655 | $52K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 10,300 | $50K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,713 | $28K |
| UBS Group AG | 0.00% | Reduce -61.0% | 5,274 | $26K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.4% | 5,105 | $25K |
| Global Retirement Partners, LLC | 0.00% | New | 2,824 | $14K |
| NFSG Corp | 0.00% | Add +7.3% | 2,455 | $12K |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.1% | 1,992 | $10K |
| Cwm, LLC | 0.00% | Add +7.2% | 1,308 | $6K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 1,239 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 1,089 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 962 | $5K |
| WPG Advisers, LLC | 0.00% | Add +58.9% | 553 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $2K |
| Allworth Financial LP | 0.00% | No change | 302 | $1K |
| Comerica Bank | 0.00% | New | 82 | $397 |
| Parallel Advisors, LLC | 0.00% | New | 78 | $378 |
| National Bank of Canada | 0.00% | No change | 10 | $48 |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $11 |
"% of holder's portfolio" is OCCI's weight in each manager's 13F, not the share of Ofs Credit Company Inc. the manager owns.