OFS Capital Corporation (OFS) Ownership
OFS ownership summary
as of October 18, 2026- Institutions
- 3.8% of shares outstanding
- Insiders
- 22.60% of shares outstanding
- Shares outstanding
- 13.4M
- Float
- 0 shares available to trade
- Short interest
- 5.15% 534K shares short
- Days to cover
- 6.40 short interest down 0.4% vs prior month
- Institutions 3.84%
- Insiders 22.60%
- Other investors 73.56%
OFS top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Callodine Capital Management, LP | 0.80% | 107K | $421,870 | +107,346 (0.0%) | June 30, 2026 |
| 2 | International Assets Investment Management, LLC | 0.74% | 99K | $387,683 | −11,301 (−10.3%) | June 30, 2026 |
| 3 | Virtus Investment Advisors (VIA) | 0.67% | 90K | $354,443 | −2,476 (−2.7%) | June 30, 2026 |
| 4 | Curi Capital, LLC | 0.49% | 65K | $255,450 | +65,000 (0.0%) | June 30, 2026 |
| 5 | Vident Advisory, LLC | 0.31% | 42K | $164,195 | −7,457 (−15.1%) | June 30, 2026 |
| 6 | O'Shaughnessy Asset Management LLC | 0.26% | 35K | $136,866 | −26,355 (−43.1%) | June 30, 2026 |
| 7 | Concorde Asset Management LLC | 0.25% | 34K | $131,852 | +15,450 (+85.4%) | June 30, 2026 |
| 8 | Morgan Stanley - Brokerage Accounts | 0.21% | 28K | $108,319 | −12,001 (−30.3%) | June 30, 2026 |
| 9 | Arkadios Wealth Advisors | 0.20% | 27K | $105,269 | −9,002 (−25.2%) | June 30, 2026 |
| 10 | SOA Wealth Advisors, LLC. | 0.15% | 20K | $77,311 | — | June 30, 2026 |
| 11 | Wiley Bros.-Aintree Capital, LLC | 0.10% | 14K | $53,055 | — | June 30, 2026 |
| 12 | Prota Financial, LLC | 0.10% | 13K | $50,894 | — | June 30, 2026 |
| 13 | Sanctuary Advisors, LLC | 0.09% | 12K | $47,561 | — | June 30, 2026 |
| 14 | Janney Montgomery Scott LLC | 0.09% | 12K | $46,178 | −1,500 (−11.3%) | June 30, 2026 |
| 15 | Royal Bank of Canada | 0.06% | 7,500 | $29,475 | −3,000 (−28.6%) | June 30, 2026 |
| 16 | LGT Financial Advisors LLC | 0.02% | 3,085 | $12,124 | — | June 30, 2026 |
| 17 | UBS Group AG | 0.01% | 1,382 | $5,431 | −20,378 (−93.6%) | June 30, 2026 |
| 18 | Advisor Group Holdings, Inc. | 0.01% | 1,106 | $4,347 | — | June 30, 2026 |
| 19 | Nbc Securities Inc | 0.01% | 809 | $3,179 | — | June 30, 2026 |
| 20 | SIMPLEX TRADING, LLC | 0.01% | 740 | $2,908 | −1,211 (−62.1%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 3 holders added 188K shares and 10 cut 95K.
OFS top mutual fund and ETF holders
2 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Special Opportunities Fund | 0.23% | 30K | $118,497 | — | March 31, 2026 |
| 2 | High Income Securities | 0.11% | 15K | $59,099 | −12,449 (−45.3%) | May 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
OFS insider transactions
latest 1| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2020-11-17 | Mukya Porter | Buy | $5.66 | 210 | $1,189 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
OFS shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns OFS
Institutional investors own 3.8% of OFS Capital's shares and insiders 22.60%. The largest holder is Callodine Capital Management, LP with 0.80% of the shares (107K), as of June 30, 2026. Among the top 20 institutions, 3 added shares and 10 reduced their stake in the latest filings. Short interest is 5.15% of the float, or 6.40 days of average trading volume. The share count rose 38.8% since 2014.
Related: OFS analyst forecast, OFS key metrics, OFS dividend history. See the OFS stock overview for the latest quote and news.
OFS ownership FAQ
Who owns the most OFS Capital stock?
The largest shareholders of OFS Capital are Callodine Capital Management, LP (0.80%), International Assets Investment Management, LLC (0.74%), Virtus Investment Advisors (VIA) (0.67%), Curi Capital, LLC (0.49%), Vident Advisory, LLC (0.31%).
What percentage of OFS Capital is owned by institutions?
Institutions hold 3.8% of OFS Capital's shares outstanding; insiders hold 22.60%.
Which funds own OFS Capital?
The largest fund holders of OFS Capital are Special Opportunities Fund (0.23%), High Income Securities (0.11%).
What is OFS Capital's short interest?
534K shares of OFS Capital were sold short, 5.15% of the float; at the average daily volume it would take 6.40 days to cover.
Are insiders buying or selling OFS Capital?
Of the latest 1 reported insider transactions in OFS Capital (since November 17, 2020), 1 were purchases and 0 were sales.
How many shares of OFS Capital are outstanding?
OFS Capital has 13.4M shares outstanding, of which an unreported number are in the public float.