Morgan Stanley
OXLC

Morgan Stanley’s Oxford Lane Capital OXLC Stock Holding History

Morgan Stanley’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.9M Buy
3,568,365
+1,603,047
+82% +$17.7M ﹤0.01% 2458
2025
Q4 		$28.8M Buy
1,965,318
+579,403
+42% +$8.67M ﹤0.01% 2604
2025
Q3 		$23.5M Buy
1,385,915
+994,978
+255% +$18.2M ﹤0.01% 2738
2025
Q2 		$8.21M Buy
390,937
+196,664
+101% +$4.42M ﹤0.01% 3620
2025
Q1 		$4.58M Buy
194,273
+95,242
+96% +$2.37M ﹤0.01% 3994
2024
Q4 		$2.51M Sell
99,031
-81,871
-45% -$2.14M ﹤0.01% 4551
2024
Q3 		$4.74M Buy
180,902
+3,704
+2% +$100K ﹤0.01% 3994
2024
Q2 		$4.8M Buy
177,198
+1,957
+1% +$51.5K ﹤0.01% 3907
2024
Q1 		$4.45M Sell
175,241
-206,501
-54% -$5.3M ﹤0.01% 4006
2023
Q4 		$9.43M Buy
381,742
+228,327
+149% +$5.63M ﹤0.01% 3962
2023
Q3 		$3.83M Buy
153,415
+12,089
+9% +$311K ﹤0.01% 3935
2023
Q2 		$3.42M Buy
141,326
+12,192
+9% +$311K ﹤0.01% 4048
2023
Q1 		$3.38M Buy
129,134
+15,252
+13% +$425K ﹤0.01% 4096
2022
Q4 		$2.89M Sell
113,882
-476
-0.4% -$12.3K ﹤0.01% 4201
2022
Q3 		$2.96M Sell
114,358
-8,367
-7% -$252K ﹤0.01% 4141
2022
Q2 		$3.48M Sell
122,725
-104,991
-46% -$3.44M ﹤0.01% 4084
2022
Q1 		$8.24M Sell
227,716
-16,286
-7% -$626K ﹤0.01% 3134
2021
Q4 		$9.41M Buy
244,002
+54,451
+29% +$2.12M ﹤0.01% 3011
2021
Q3 		$6.83M Buy
189,551
+1,798
+1% +$65.2K ﹤0.01% 3347
2021
Q2 		$6.96M Buy
187,753
+105,559
+128% +$3.69M ﹤0.01% 3421
2021
Q1 		$2.59M Buy
82,194
+30,116
+58% +$953K ﹤0.01% 4065
2020
Q4 		$1.41M Buy
52,078
+26,955
+107% +$664K ﹤0.01% 4439
2020
Q3 		$553K Buy
25,123
+2,410
+11% +$51.6K ﹤0.01% 4589
2020
Q2 		$467K Buy
22,713
+12,355
+119% +$250K ﹤0.01% 4637
2020
Q1 		$216K Sell
10,358
-96,700
-90% -$3.72M ﹤0.01% 4834
2019
Q4 		$4.37M Sell
107,058
-40,355
-27% -$1.79M ﹤0.01% 3339
2019
Q3 		$6.85M Buy
147,413
+89,692
+155% +$4.53M ﹤0.01% 2528
2019
Q2 		$2.91M Buy
57,721
+22,633
+65% +$1.17M ﹤0.01% 3463
2019
Q1 		$1.73M Buy
35,088
+3,142
+10% +$158K ﹤0.01% 3706
2018
Q4 		$1.55M Sell
31,946
-5,161
-14% -$262K ﹤0.01% 3971
2018
Q3 		$1.97M Buy
37,107
+3,677
+11% +$201K ﹤0.01% 4012
2018
Q2 		$1.74M Buy
33,430
+13,998
+72% +$749K ﹤0.01% 4205
2018
Q1 		$984K Sell
19,432
-42,594
-69% -$2.15M ﹤0.01% 4552
2017
Q4 		$3.12M Buy
62,026
+11,603
+23% +$598K ﹤0.01% 3609
2017
Q3 		$2.57M Buy
50,423
+35,396
+236% +$1.86M ﹤0.01% 3631
2017
Q2 		$745K Sell
15,027
-2,375
-14% -$128K ﹤0.01% 4575
2017
Q1 		$969K Buy
17,402
+12,380
+247% +$684K ﹤0.01% 4406
2016
Q4 		$265K Buy
5,022
+463
+10% +$24.8K ﹤0.01% 5235
2016
Q3 		$239K Buy
4,559
+962
+27% +$48.7K ﹤0.01% 4934
2016
Q2 		$149K Sell
3,597
-3,542
-50% -$158K ﹤0.01% 5070
2016
Q1 		$302K Sell
7,139
-7,239
-50% -$308K ﹤0.01% 4736
2015
Q4 		$717K Buy
14,378
+9,682
+206% +$533K ﹤0.01% 4287
2015
Q3 		$268K Sell
4,696
-271
-5% -$18.4K ﹤0.01% 4943
2015
Q2 		$352K Sell
4,967
-3,164
-39% -$238K ﹤0.01% 4934
2015
Q1 		$603K Sell
8,131
-930
-10% -$70.2K ﹤0.01% 4528
2014
Q4 		$677K Buy
9,061
+3,702
+69% +$290K ﹤0.01% 4463
2014
Q3 		$410K Sell
5,359
-1,158
-18% -$95.7K ﹤0.01% 4702
2014
Q2 		$552K Sell
6,517
-40,758
-86% -$3.46M ﹤0.01% 4506
2014
Q1 		$3.95M Buy
47,275
+17,103
+57% +$1.49M ﹤0.01% 2800
2013
Q4 		$2.62M Sell
30,172
-31,929
-51% -$2.58M ﹤0.01% 3177
2013
Q3 		$4.76M Sell
62,101
-30,805
-33% -$2.46M ﹤0.01% 2470
2013
Q2 		$7.69M Buy
+92,906
New +$7.7M ﹤0.01% 1927

Other funds holding OXLC

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Morgan Stanley's OXLC Position: Q1 2026 in Review

Morgan Stanley increased its Oxford Lane Capital (OXLC) stake by 82% in Q1 2026, buying an estimated $17.7M and bringing the position to 3,568,365 shares worth $34.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

Morgan Stanley first reported a position in OXLC in Q2 2013 and has held it in 52 quarters since. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Morgan Stanley held 3,568,365 shares of Oxford Lane Capital worth $34.9M as of Q1 2026.
  • Morgan Stanley bought 1,603,047 Oxford Lane Capital shares in Q1 2026, an estimated $17.7M.
  • Oxford Lane Capital made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2458 holding.
  • Morgan Stanley first reported a position in Oxford Lane Capital in Q2 2013 and has held it in 52 quarters since.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.