Oxford Lane CapitalOXLC
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q4 2024 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $48.1M |
| Exits | 0 | $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.