Oxford Lane CapitalOXLC

13F holders, Q3 2025 (September 30)
94holders +93
31new positions
0sold out
2famous investors
$16.87avg. 13F price*

At the end of Q3 2025, 94 institutions reported holding Oxford Lane Capital Corp. (OXLC) in their 13F filings, up 93 from Q4 2024. 31 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($23.5M), Elliott Investment Management ($17.3M) and Bulldog Investors, LLP ($7.6M). 2 famous investors held it, including Paul Singer (0.1% of Elliott Investment Management's portfolio) and 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 Q4 2024 → Q3 2025

InstitutionsTotal Value
New Positions31$48.1M
Exits0$0

All 13F filers, Q4 2024 → Q3 2025: 4,335,194 shares bought and 729,194 shares sold, net +3,605,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 94 holders

Morgan Stanley 0.00% Add +254.5% 1,385,915 $23.5M
Elliott Investment Management 0.13% New 1,019,239 $17.3M
Bulldog Investors, LLP 1.76% New 447,288 $7.6M
Border to Coast Pensions Partnership Ltd 0.13% No change 440,000 $7.4M
North Ground Capital 4.15% New 422,222 $6.8M
Rockefeller Capital Management L.P. 0.01% New 275,835 $4.7M
Realta Investment Advisors 1.39% Reduce -1.4% 245,433 $4.2M
Thomas J. Herzfeld Advisors, Inc. 1.32% New 227,872 $3.9M
Envestnet Asset Management Inc. 0.00% Add +1113.9% 210,520 $3.6M
Wedbush Securities Inc. 0.09% Reduce -45.3% 165,889 $2.8M
J.W. Cole Advisors, Inc. 0.05% Add +7.3% 146,356 $2.5M
Virtus Investment Advisers, LLC 0.63% New 129,209 $2.2M
Almitas Capital LLC 0.47% New 119,999 $2.0M
LPL Financial LLC 0.00% Reduce -38.4% 112,978 $1.9M
Susquehanna International Group, LLP 0.00% Add +652.5% 105,871 $1.8M
Freestone Capital Holdings, LLC 0.05% Add +33.4% 94,879 $1.6M
Arlington Capital Management, Inc. 0.84% Add +112.2% 78,082 $1.3M
Marex Group Ltd 0.01% New 59,686 $1.0M
Oppenheimer & Co. Inc. 0.01% Add +8.6% 56,680 $960K
Founders Financial Alliance, LLC 0.17% Add +16.2% 52,407 $887K
Private Advisor Group, LLC 0.00% Reduce -7.7% 51,048 $864K
Samalin Investment Counsel, LLC 0.29% Add +27.2% 49,785 $843K
GatePass Capital, LLC 0.47% New 47,400 $802K
Choreo, LLC 0.01% Add +55.0% 45,379 $768K
Kestra Advisory Services, LLC 0.00% Reduce -41.6% 40,573 $687K
Aptus Capital Advisors, LLC 0.01% Add +47.5% 40,135 $679K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -25.6% 34,229 $580K
Cetera Investment Advisers 0.00% Add +28.6% 33,964 $575K
Commonwealth Equity Services, LLC 0.00% Add +28.4% 32,953 $558K
Raymond James Financial Inc. 0.00% Reduce -24.6% 32,714 $554K
M&T Bank Corp 0.00% Reduce -49.6% 30,927 $524K
Wesbanco Bank Inc. 0.01% Add +2.1% 30,091 $509K
Apollon Wealth Management, LLC 0.01% New 28,209 $478K
Citadel Advisors 0.00% Reduce -91.7% 27,472 $465K
Jane Street Group, LLC 0.00% Reduce -78.9% 25,049 $424K
Nicolet Advisory Services, LLC 0.03% New 20,383 $342K
Eight 31 Financial, LLC 0.19% Add +8.0% 19,481 $330K
CastleKnight Management LP 0.02% No change 19,400 $328K
Allworth Financial LP 0.00% Add +0.1% 19,068 $323K
Cary Street Partners Financial LLC 0.01% Add +61.8% 18,263 $309K
Cura Wealth Advisors, LLC 0.12% No change 18,247 $309K
Prospera Financial Services Inc 0.00% Add +6.8% 16,637 $282K
Integrated Wealth Concepts LLC 0.00% Add +165.8% 15,948 $270K
Capital CS Group, LLC 0.43% Add +67.8% 15,298 $259K
Mariner, LLC 0.00% Add +81.6% 15,274 $259K
CFO4Life Group, LLC 0.04% No change 14,682 $249K
Sage Capital Advisors,llc 0.06% New 13,948 $236K
National Bank of Canada 0.00% Reduce -7.0% 12,909 $218K
K2 Principal Fund, L.P. 0.08% Add +221.7% 12,868 $218K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Add +2.7% 12,763 $216K
HighPoint Advisor Group LLC 0.01% New 12,597 $213K
Ferguson Shapiro LLC 0.07% New 11,856 $201K
D.A. Davidson & Co. 0.00% Reduce -2.6% 11,236 $190K
Fermata Advisors, LLC 0.05% Add +27.8% 11,065 $187K
Lido Advisors, LLC 0.00% Reduce -0.1% 10,274 $174K
JPMorgan Chase & Co. 0.00% New 8,627 $146K
Federation des caisses Desjardins du Quebec 0.00% No change 7,880 $133K
BNP Paribas Financial Markets 0.00% New 6,418 $109K
Cary Street Partners Investment Advisory LLC 0.03% Add +228.6% 4,929 $83K
NewEdge Advisors, LLC 0.00% Add +52.2% 4,824 $82K
McIlrath & Eck, LLC 0.01% No change 4,691 $79K
UBS Group AG 0.00% Reduce -60.9% 4,455 $75K
EverSource Wealth Advisors, LLC 0.00% Add +5.0% 4,200 $71K
Osaic Holdings, Inc. 0.00% New 4,208 $70K
Tower Research Capital LLC (TRC) 0.00% Reduce -58.1% 3,731 $63K
CoreCap Advisors, LLC 0.00% Reduce -59.3% 3,295 $56K
Bank of America Corp. 0.00% Add +2.8% 2,890 $49K
GPS Wealth Strategies Group, LLC 0.00% No change 2,288 $39K
AdvisorNet Financial, Inc 0.00% Add +70.5% 2,113 $36K
Aventura Private Wealth, LLC 0.01% No change 1,600 $27K
WPG Advisers, LLC 0.02% New 1,310 $22K
SWAN Capital LLC 0.01% Add +4.8% 1,232 $21K
Private Wealth Management Group, LLC 0.01% New 1,124 $19K
Sunbelt Securities, Inc. 0.00% Add +220.5% 802 $14K
Arax Advisory Partners 0.00% New 612 $10K
Highline Wealth Partners LLC 0.00% New 600 $10K
BlackRock, Inc. 0.00% Add +42471.4% 596 $10K
Royal Bank of Canada 0.00% Reduce -33.7% 566 $10K
Principal Securities, Inc. 0.00% New 570 $10K
Comerica Bank 0.00% New 566 $10K
Valley Wealth Managers, Inc. 0.00% New 560 $9K
Larson Financial Group LLC 0.00% New 454 $8K
Wells Fargo & Company 0.00% Reduce -95.0% 452 $8K
Accredited Wealth Management, LLC 0.01% Reduce -54.5% 91 $7K
Medallion Wealth Advisors, LLC 0.00% New 400 $7K
TD Private Client Wealth LLC 0.00% New 264 $4K
Russell Investments Group, Ltd. 0.00% New 200 $3K
Cwm, LLC 0.00% New 106 $2K
Legacy Wealth Managment, LLC 0.00% Reduce -0.2% 111 $2K
MAI Capital Management 0.00% Reduce -97.4% 104 $2K
Farther Finance Advisors, LLC 0.00% Reduce -95.9% 80 $1K
Blue Trust, Inc. 0.00% New 60 $1K
Advisory Services Network, LLC 0.00% New 45 $762
Ameritas Advisory Services, LLC 0.00% Reduce -98.1% 25 $423

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