Oxford Lane CapitalOXLC

13F holders, Q2 2026 (June 30)
94holders +7
23new positions
15sold out
1famous investor
$8.76avg. 13F price*

At the end of Q2 2026, 94 institutions reported holding Oxford Lane Capital Corp. (OXLC) in their 13F filings, up 7 from Q1 2026. 23 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($33.6M), Polar Asset Management Partners Inc. ($20.6M) and Kohlberg Kravis Roberts & Co. L.P. ($15.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Oxford Lane Capital Corp.
CUSIP
691543847
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q4 2024: 1Q4 2024Q3 2025: 94Q3 2025Q4 2025: 112Q4 2025Q1 2026: 87Q1 2026Q2 2026: 94Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions23$4.7M
Exits15$27.7M

All 13F filers, Q1 2026 → Q2 2026: 4,880,762 shares bought and 4,731,152 shares sold, net +149,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 94 holders

Morgan Stanley 0.00% Add +7.6% 3,840,792 $33.6M
Polar Asset Management Partners Inc. 0.50% Add +17.5% 2,350,000 $20.6M
Kohlberg Kravis Roberts & Co. L.P. 0.28% Reduce -44.4% 1,771,302 $15.5M
Citadel Advisors 0.01% Add +48.9% 1,703,401 $14.9M
Goldman Sachs Group Inc. 0.00% Add +13464.5% 1,452,349 $12.7M
Jain Global LLC 0.11% Add +1436.0% 1,017,585 $8.9M
Blackstone Inc. 0.03% Add +34.8% 910,000 $8.0M
Barclays PLC 0.00% Add +57.9% 850,002 $7.4M
Eagle Point Credit Management LLC 14.19% No change 834,459 $7.3M
Ares Management LLC 0.11% Add +3.8% 268,564 $2.4M
Freestone Capital Holdings, LLC 0.05% Reduce -4.5% 211,424 $1.9M
Alpine Global Management, LLC 0.29% Reduce -23.2% 198,112 $1.7M
J.W. Cole Advisors, Inc. 0.03% New 167,521 $1.5M
Virtus Investment Advisers, LLC 0.31% Reduce -26.4% 153,504 $1.3M
Delphi Financial Group, Inc. 0.63% No change 145,030 $1.3M
Susquehanna International Group, LLP 0.00% Add +1.7% 110,333 $967K
Wedbush Securities Inc. 0.02% Reduce -27.7% 96,234 $843K
Osaic Holdings, Inc. 0.00% Add +31.1% 91,451 $801K
Founders Financial Alliance, LLC 0.10% Reduce -3.1% 88,808 $778K
LPL Financial LLC 0.00% Reduce -9.7% 84,148 $737K
Envestnet Asset Management Inc. 0.00% Add +268.7% 83,655 $733K
Jane Street Group, LLC 0.00% New 82,446 $722K
VARCOV Co. 0.25% New 73,928 $648K
Advisory Solutions Group, LLC 0.19% — 62,942 $551K
Kestra Advisory Services, LLC 0.00% Add +10.3% 59,309 $520K
Private Advisor Group, LLC 0.00% Add +17.0% 51,066 $447K
DRW Securities, LLC 0.03% Add +228.0% 49,458 $433K
Samalin Investment Counsel, LLC 0.13% Reduce -42.6% 46,529 $408K
OneAscent Family Office, LLC 0.21% New 46,457 $407K
Cordoba Advisory Partners LLC 0.08% Add +188.5% 42,881 $376K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -75.0% 40,733 $357K
Cetera Investment Advisers 0.00% Add +42.2% 40,527 $355K
Apollon Wealth Management, LLC 0.00% Add +2.3% 38,868 $340K
Marex Group Ltd 0.00% New 33,905 $297K
Wesbanco Bank Inc. 0.01% Add +6.7% 32,090 $281K
M&T Bank Corp 0.00% No change 30,927 $271K
Mariner, LLC 0.00% Add +16.1% 29,754 $261K
Snowden Capital Advisors LLC 0.01% Add +32.1% 27,140 $238K
Raymond James Financial Inc. 0.00% Reduce -2.2% 26,969 $236K
HRT Financial LP 0.00% New 26,226 $229K
Global Retirement Partners, LLC 0.00% — 25,487 $223K
Eight 31 Financial, LLC 0.13% Add +6.5% 25,253 $221K
Prospera Financial Services Inc 0.00% Add +3.6% 22,192 $194K
Two Sigma Securities, LLC 0.02% New 22,057 $193K
Capital CS Group, LLC 0.26% Add +8.3% 20,472 $179K
Abel Hall, LLC 0.03% No change 20,000 $175K
Commonwealth Equity Services, LLC 0.00% Reduce -28.6% 18,474 $162K
Wealth Enhancement Advisory Services, LLC 0.00% New 17,393 $159K
Fermata Advisors, LLC 0.03% Add +4.6% 17,297 $152K
Attessa Capital LLC 0.07% New 17,262 $151K
Ausdal Financial Partners, Inc. 0.01% No change 15,996 $140K
XTX Topco Ltd 0.00% New 13,790 $121K
Park Avenue Securities LLC 0.00% New 12,128 $106K
Sanctuary Advisors, LLC 0.00% New 11,300 $99K
BNP Paribas Financial Markets 0.00% Add +31.0% 10,733 $94K
Cura Wealth Advisors, LLC 0.04% No change 10,247 $90K
NWF Advisory Services Inc. 0.01% New 10,103 $89K
Kestra Private Wealth Services, LLC 0.00% No change 10,055 $88K
Parisi Gray Wealth Management 0.02% No change 10,000 $88K
Allworth Financial LP 0.00% Reduce -10.4% 9,994 $88K
Strategic Wealth Partners, Ltd. 0.00% Add +21500.0% 8,640 $76K
JPMorgan Chase & Co. 0.00% Add +84.3% 7,780 $69K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +18.0% 7,381 $65K
WPG Advisers, LLC 0.02% Add +17.6% 4,601 $40K
Triumph Capital Management 0.01% Reduce -5.5% 4,336 $38K
Security National Bank 0.00% New 4,000 $35K
UBS Group AG 0.00% Reduce -97.1% 3,861 $34K
AdvisorNet Financial, Inc 0.00% Reduce -2.0% 2,863 $25K
CoreCap Advisors, LLC 0.00% No change 2,362 $21K
International Assets Investment Management, LLC 0.00% Reduce -51.7% 2,205 $19K
Royal Bank of Canada 0.00% Add +251.2% 2,107 $18K
NewEdge Advisors, LLC 0.00% No change 1,940 $17K
Fifth Third Bancorp 0.00% Add +8.4% 1,930 $17K
SWAN Capital LLC 0.00% No change 1,232 $11K
Larson Financial Group LLC 0.00% New 1,000 $9K
Tower Research Capital LLC (TRC) 0.00% New 641 $6K
Highland Investment Advisors LLC 0.00% — 611 $5K
Highline Wealth Partners LLC 0.00% No change 600 $5K
Whittier Trust Co. of Nevada Inc. 0.00% No change 498 $4K
Wells Fargo & Company 0.00% Reduce -89.2% 452 $4K
IFP Advisors, Inc 0.00% No change 400 $4K
Avion Wealth 0.00% Add +6.5% 379 $3K
IFG Advisory, LLC 0.00% New 300 $3K
Arax Advisory Partners 0.00% New 258 $2K
Bangor Savings Bank 0.00% New 150 $1K
Continuum Advisory, LLC 0.00% New 146 $1K
Elequin Capital, LP 0.00% New 124 $1K
Farther Finance Advisors, LLC 0.00% Add +6.1% 104 $909
Federation des caisses Desjardins du Quebec 0.00% Reduce -96.6% 100 $876
Rockefeller Capital Management L.P. 0.00% Reduce -60.7% 94 $823
JFS Wealth Advisors, LLC 0.00% New 26 $228
Quarry LP 0.00% New 4 $35
Northwestern Mutual Wealth Management Co. 0.00% Reduce -99.8% 1 $9
BlackRock, Inc. 0.00% No change 1 $9

"% of holder's portfolio" is OXLC's weight in each manager's 13F, not the share of Oxford Lane Capital Corp. the manager owns.