OFS CREDIT COMPANY INC (OCCI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
32
Reporting holders
$3.2M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Virtus Investment Advisers, LLC | $1.0M | 392,323 | 0.23% | 6q | -15.1%-$178.8K |
| MORGAN STANLEY | $879.2K | 343,451 | 0.00% | 19q | -10.4%-$101.7K |
| Kestra Advisory Services, LLC | $288.9K | 112,856 | 0.00% | 7q | +21.5%+$51.2K |
| Meridian Wealth Management, LLC | $278.0K | 108,600 | 0.01% | 2q | HELD |
| JANE STREET GROUP, LLC | $159.6K | 62,337 | 0.00% | 2q | -32.8%-$77.9K |
| LPL Financial LLC | $130.5K | 50,978 | 0.00% | 12q | +11.4%+$13.3K |
| CITADEL ADVISORS LLC | $107.0K | 41,801 | 0.00% | new | NEW |
| Cetera Investment Advisers | $50.4K | 19,688 | 0.00% | new | NEW |
| Advisory Solutions Group, LLC | $49.0K | 19,132 | 0.02% | new | FIRST |
| TWO SIGMA SECURITIES, LLC | $39.9K | 15,569 | 0.00% | new | NEW |
| BOOTHBAY FUND MANAGEMENT, LLC | $37.5K | 14,638 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $32.6K | 12,722 | 0.00% | 5q | +0.9% |
| Private Advisor Group, LLC | $31.8K | 12,419 | 0.00% | new | NEW |
| One Capital Management, LLC | $31.6K | 10,935 | 0.00% | 4q | HELD |
| Cresset Asset Management, LLC | $27.6K | 10,774 | 0.00% | 2q | +5.4%+$1.4K |
| UBS Group AG | $15.5K | 6,065 | 0.00% | 6q | -90.0%-$139.3K |
| NFSG Corp | $14.9K | 5,835 | 0.00% | 5q | +119.7%+$8.1K |
| NewEdge Advisors, LLC | $14.6K | 5,713 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $10.1K | 3,948 | 0.00% | 26q | +49.5%+$3.3K |
| COMPASS FINANCIAL MANAGEMENT LLC | $7.1K | 2,775 | 0.00% | new | FIRST |
| Global Retirement Partners, LLC | $6.8K | 2,658 | 0.00% | 2q | -5.9% |
| BNP PARIBAS FINANCIAL MARKETS | $6.2K | 2,426 | 0.00% | 4q | +21.8%+$1.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2K | 2,025 | 0.00% | 2q | -55.4%-$6.4K |
| Pinnacle Wealth Planning Services, Inc. | $2.0K | 790 | 0.00% | 3q | -17.9% |
| HIGHLINE WEALTH PARTNERS LLC | $1.3K | 500 | 0.00% | 4q | HELD |
| WPG Advisers, LLC | $1.3K | 493 | 0.00% | 5q | -16.3% |
| Allworth Financial LP | $774 | 302 | 0.00% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $690 | 270 | 0.00% | 2q | +5.5% |
| FIFTH THIRD BANCORP | $131 | 51 | 0.00% | 2q | +24.4% |
| HRT FINANCIAL LP | $60 | 23,724 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $54 | 21,294 | 0.00% | 2q | +70.6% |
| NATIONAL BANK OF CANADA /FI/ | $25 | 10 | 0.00% | 10q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $15 | 6 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3 | 1 | 0.00% | 18q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 32 | $3.2M | 1,262,091 | 7 | 9 | 9 | 0.0% |
| Q1 2026 | 26 | $3.9M | 1,361,777 | 9 | 7 | 3 | 0.0% |
| Q4 2025 | 27 | $5.5M | 1,140,182 | 8 | 6 | 6 | 0.0% |
| Q3 2025 | 23 | $5.1M | 942,141 | 6 | 4 | 8 | 0.0% |
| Q2 2025 | 29 | $7.0M | 1,127,716 | 12 | 3 | 5 | 0.0% |
| Q1 2025 | 20 | $5.3M | 872,397 | 5 | 6 | 2 | 0.0% |
| Q4 2024 | 19 | $5.5M | 774,018 | 5 | 3 | 6 | 0.0% |
| Q3 2024 | 16 | $4.6M | 626,376 | 1 | 6 | 4 | 0.0% |
| Q2 2024 | 24 | $8.0M | 1,113,457 | 3 | 5 | 8 | 0.0% |
| Q1 2024 | 24 | $19.3M | 2,690,999 | 6 | 12 | 3 | 0.0% |
| Q4 2023 | 23 | $16.3M | 2,521,412 | 4 | 12 | 4 | 0.0% |
| Q3 2023 | 20 | $13.0M | 1,822,495 | 3 | 13 | 4 | 0.0% |
| Q2 2023 | 20 | $8.4M | 997,972 | 3 | 11 | 6 | 0.0% |
| Q1 2023 | 20 | $5.2M | 554,989 | 6 | 8 | 4 | 0.0% |
| Q4 2022 | 16 | $4.2M | 502,987 | 5 | 6 | 5 | 0.0% |
| Q3 2022 | 16 | $6.1M | 679,791 | 4 | 9 | 2 | 0.0% |
| Q2 2022 | 21 | $6.2M | 675,668 | 5 | 11 | 4 | 0.0% |
| Q1 2022 | 16 | $7.7M | 622,015 | 5 | 5 | 6 | 0.0% |
| Q4 2021 | 14 | $11.2M | 842,436 | 2 | 7 | 5 | 0.0% |
| Q3 2021 | 14 | $12.8M | 941,827 | 2 | 9 | 3 | 0.0% |
| Q2 2021 | 14 | $13.5M | 924,118 | 1 | 11 | 2 | 0.0% |
| Q1 2021 | 16 | $7.2M | 492,534 | 3 | 8 | 4 | 0.0% |
| Q4 2020 | 15 | $5.3M | 424,969 | 5 | 8 | 2 | 0.0% |
| Q3 2020 | 10 | $2.8M | 304,130 | 3 | 4 | 3 | 0.0% |
| Q2 2020 | 9 | $2.9M | 328,082 | 1 | 3 | 5 | 0.0% |
| Q1 2020 | 12 | $4.7M | 700,490 | 2 | 5 | 3 | 0.0% |
| Q4 2019 | 11 | $11.7M | 756,298 | 2 | 3 | 4 | 0.0% |
| Q3 2019 | 11 | $12.7M | 722,888 | 4 | 3 | 3 | 0.0% |
| Q2 2019 | 11 | $9.6M | 536,866 | 3 | 4 | 1 | 0.0% |
| Q1 2019 | 8 | $8.6M | 484,584 | 1 | 1 | 3 | 0.0% |
| Q4 2018 | 7 | $8.0M | 522,571 | 0 | 0 | 0 | 0.0% |