Oxford Lane CapitalOXLC

13F holders, Q1 2026 (March 31)
87holders −25
16new positions
39sold out
1famous investor
$9.78avg. 13F price*

At the end of Q1 2026, 87 institutions reported holding Oxford Lane Capital Corp. (OXLC) in their 13F filings, down 25 from Q4 2025. 16 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($34.9M), Kohlberg Kravis Roberts & Co. L.P. ($31.2M) and Polar Asset Management Partners Inc. ($19.6M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions16$77.8M
Exits39$22.2M

All 13F filers, Q4 2025 → Q1 2026: 11,656,514 shares bought and 4,210,447 shares sold, net +7,446,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

Morgan Stanley 0.00% Add +81.6% 3,568,365 $34.9M
Kohlberg Kravis Roberts & Co. L.P. 0.61% New 3,187,230 $31.2M
Polar Asset Management Partners Inc. 0.63% New 2,000,000 $19.6M
Saba Capital Management, L.P. 0.59% New 1,852,145 $18.1M
Citadel Advisors 0.01% Add +515.6% 1,143,980 $11.2M
Eagle Point Credit Management LLC 15.86% Add +68.0% 834,459 $8.2M
Blackstone Inc. 0.03% New 675,000 $6.6M
Barclays PLC 0.00% Reduce -67.5% 538,416 $5.3M
Border to Coast Pensions Partnership Ltd 0.07% No change 440,000 $4.3M
Ares Management LLC 0.17% Add +4.5% 258,692 $2.5M
Alpine Global Management, LLC 0.45% Add +895.1% 257,992 $2.5M
Thomas J. Herzfeld Advisors, Inc. 0.74% Reduce -44.3% 222,539 $2.2M
Freestone Capital Holdings, LLC 0.07% Add +56.6% 221,379 $2.2M
Virtus Investment Advisers, LLC 0.56% Add +39.2% 208,647 $2.0M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +6.2% 162,907 $1.6M
Delphi Financial Group, Inc. 0.65% No change 145,030 $1.4M
UBS Group AG 0.00% Add +496.2% 134,178 $1.3M
Wedbush Securities Inc. 0.04% Add +1.2% 133,129 $1.3M
Susquehanna International Group, LLP 0.00% Add +34.5% 108,500 $1.1M
Simplify Asset Management Inc. 0.02% New 100,000 $978K
LPL Financial LLC 0.00% Reduce -5.1% 93,211 $912K
Founders Financial Alliance, LLC 0.16% Add +97.8% 91,622 $896K
GatePass Capital, LLC 0.44% Add +112.0% 90,300 $883K
Samalin Investment Counsel, LLC 0.28% Add +105.0% 81,125 $793K
Osaic Holdings, Inc. 0.00% Add +13.0% 69,739 $682K
Jain Global LLC 0.01% New 66,250 $648K
Kestra Advisory Services, LLC 0.00% Add +15.6% 53,755 $526K
Lido Advisors, LLC 0.00% Add +349.4% 46,470 $454K
Private Advisor Group, LLC 0.00% Reduce -7.3% 43,662 $427K
McIlrath & Eck, LLC 0.03% Add +585.3% 42,263 $413K
Apollon Wealth Management, LLC 0.01% Add +2.6% 37,996 $372K
M&T Bank Corp 0.00% No change 30,927 $302K
Wesbanco Bank Inc. 0.01% No change 30,090 $294K
Entropy Technologies, LP 0.01% Reduce -32.1% 29,423 $288K
Cetera Investment Advisers 0.00% Reduce -13.1% 28,499 $279K
Raymond James Financial Inc. 0.00% Reduce -77.5% 27,572 $270K
Commonwealth Equity Services, LLC 0.00% Reduce -26.1% 25,881 $253K
Mariner, LLC 0.00% Add +42.0% 25,633 $245K
North Ground Capital 0.29% Reduce -97.6% 25,000 $245K
Eight 31 Financial, LLC 0.14% Add +12.6% 23,722 $232K
Gibbs Wealth Management 0.03% New 23,295 $228K
Envestnet Asset Management Inc. 0.00% Reduce -88.7% 22,690 $222K
Prospera Financial Services Inc 0.00% Add +31.4% 21,420 $210K
Snowden Capital Advisors LLC 0.01% Reduce -60.0% 20,539 $201K
Abel Hall, LLC 0.04% Add +100.0% 20,000 $196K
Capital CS Group, LLC 0.38% Add +15.1% 18,900 $185K
Fermata Advisors, LLC 0.04% Add +26.3% 16,537 $162K
Ausdal Financial Partners, Inc. 0.01% Reduce -3.0% 15,996 $156K
DRW Securities, LLC 0.01% New 15,080 $147K
Cordoba Advisory Partners LLC 0.04% New 14,864 $145K
Delta Investment Management, LLC 0.02% New 11,304 $111K
Allworth Financial LP 0.00% Add +10.4% 11,159 $109K
Goldman Sachs Group Inc. 0.00% New 10,707 $105K
Cura Wealth Advisors, LLC 0.04% Reduce -43.8% 10,247 $100K
Kestra Private Wealth Services, LLC 0.00% Reduce -0.5% 10,055 $98K
Parisi Gray Wealth Management 0.02% No change 10,000 $98K
BNP Paribas Financial Markets 0.00% No change 8,193 $80K
EverSource Wealth Advisors, LLC 0.00% Add +62.8% 7,000 $68K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +65.6% 6,257 $61K
Legacy Wealth Managment, LLC 0.03% Add +20.9% 6,010 $59K
International Assets Investment Management, LLC 0.00% Reduce -67.3% 4,561 $46K
Triumph Capital Management 0.01% Reduce -14.9% 4,591 $45K
Wells Fargo & Company 0.00% Reduce -6.8% 4,170 $41K
JPMorgan Chase & Co. 0.00% Add +32.1% 4,222 $40K
WPG Advisers, LLC 0.03% Add +79.6% 3,914 $38K
Sound Income Strategies, LLC 0.00% Add +20.0% 3,000 $30K
AdvisorNet Financial, Inc 0.00% Add +28.7% 2,922 $29K
Federation des caisses Desjardins du Quebec 0.00% Reduce -62.9% 2,920 $28K
CoreCap Advisors, LLC 0.00% Reduce -0.3% 2,362 $23K
Osbon Capital Management LLC 0.02% Add +9.4% 2,184 $21K
NewEdge Advisors, LLC 0.00% No change 1,940 $19K
Fifth Third Bancorp 0.00% Add +2868.3% 1,781 $17K
SWAN Capital LLC 0.00% No change 1,232 $12K
Sunbelt Securities, Inc. 0.00% Reduce -77.4% 864 $8K
Royal Bank of Canada 0.00% New 600 $6K
Highline Wealth Partners LLC 0.00% No change 600 $6K
Whittier Trust Co. of Nevada Inc. 0.00% New 498 $5K
Northwestern Mutual Wealth Management Co. 0.00% New 478 $5K
IFP Advisors, Inc 0.00% No change 400 $4K
Avion Wealth 0.00% Add +12.7% 356 $3K
Rockefeller Capital Management L.P. 0.00% Reduce -99.0% 239 $2K
Farther Finance Advisors, LLC 0.00% Add +12.6% 98 $975
Cwm, LLC 0.00% No change 81 $792
Strategic Wealth Partners, Ltd. 0.00% New 40 $391
MAI Capital Management 0.00% New 4 $40
Danske Bank A/S 0.00% Reduce -40.0% 3 $29
BlackRock, Inc. 0.00% No change 1 $10

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