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Oaktree Capital Group LLC (OAK) Ownership Data

Short Interest History (%)

Due to the license agreement change with our data vendor, Short Interest related data is no longer available on GuruFocus website.

Institutional Ownership History (%)

This the Institutional Ownership History of Oaktree Capital Group LLCPeter Lynch prefers to buy companies with low institutional ownership.

Date Institutional Ownership (%)Institutional Ownership (Shares in Mil)
December 31, 201719.8731.05
September 30, 201724.5338.35
June 30, 201723.5536.80
March 31, 201724.6338.37
December 31, 201623.3136.08
September 30, 201624.1937.50
June 30, 201624.237.51
March 31, 201624.5438.05
December 31, 201525.3639.04
September 30, 201523.3535.90
June 30, 201523.2635.79
March 31, 201522.6134.74
December 31, 201421.2532.49
September 30, 201420.2730.98
June 30, 201420.1130.70
March 31, 201421.5532.90
December 31, 201318.6928.23
September 30, 201318.2827.60
June 30, 201319.128.84
March 31, 201315.8123.84
December 31, 201216.9525.59
September 30, 201216.8725.40
June 30, 201217.7328.80

Insider ownership (%)

This is the historical insider ownership of Oaktree Capital Group LLC. It is usually better to buy companies with large insider ownership. The company insiders' interest are more aligned with external shareholders in this case.

Date Insider Ownership (%)Insider Ownership (Shares in Mil)
February 28, 20180.791.23
January 31, 20180.791.23
December 31, 20170.791.23
November 30, 20170.791.23
October 31, 20170.791.23
September 30, 20170.791.23
August 31, 20170.791.23
July 31, 20170.781.22
June 30, 20170.781.22
May 31, 20170.781.22
April 30, 20170.791.22
December 31, 20160.781.21

Top Direct Holders

HolderPositionShares% of Shares
Report Date
Mr. Howard S. MarksN/A101,826less than 0.1%2017-12-06
Bruce A. KarshN/A101,826less than 0.1%2017-11-07
Mr. Sheldon M. StoneN/A101,009less than 0.1%2015-11-19
Jay S. WintrobN/A99,079less than 0.1%2017-08-16
Mr. Todd E. MolzN/A96,665less than 0.1%2018-01-01
Mr. Daniel D LevinN/A77,006less than 0.1%2017-04-01
Mr. Larry W. KeeleN/A58,655less than 0.1%2017-02-27
Mr. John B. FrankVice Chairman41,667less than 0.1%2017-12-06
Ms. Susan GentileN/A32,055less than 0.1%2017-03-31
Robert E. DenhamN/A24,672less than 0.1%2017-03-31

Top Fund Holders

HolderSharesReport Date% of Total
Assets Managed
% of Shares
Market Value($1000)
FMR LLC   Premium Plus3,388,2702017-12-310.02%2.17%142,646
Capital World Investors   Premium Plus3,335,0002017-12-310.03%2.13%140,404
Invesco Ltd.   Premium Plus2,729,1642017-12-310.04%1.75%114,898
MORGAN STANLEY   Premium Plus2,107,8782017-12-310.02%1.35%88,742
Ron Baron Premium1,953,6052017-12-310.38%1.25%82,247
PRICE T ROWE ASSOCIATES INC /MD/   Premium Plus1,789,3802017-12-310.01%1.14%75,333
JPMORGAN CHASE & CO   Premium Plus1,442,9692017-12-310.01%0.92%60,749
BANK OF AMERICA CORP /DE/   Premium Plus1,442,8722017-12-310.01%0.92%60,745
PRINCIPAL FINANCIAL GROUP INC   Premium Plus1,256,3032017-12-310.05%0.8%52,891
WADDELL & REED FINANCIAL INC   Premium Plus1,232,6732017-12-310.12%0.79%51,896
MACKENZIE FINANCIAL CORP   Premium Plus1,189,7922017-12-310.12%0.76%50,090
Tom Gayner Premium886,5002017-12-310.70%0.57%37,322
Ardevora Asset Management LLP   Premium Plus869,3002017-12-311.11%0.56%36,598
THORNBURG INVESTMENT MANAGEMENT INC   Premium Plus763,8282017-12-310.22%0.49%32,157
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C.   Premium Plus645,4662017-12-312.13%0.41%27,174
Global Endowment Management, LP   Premium Plus489,9402017-12-313.02%0.31%20,626
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL   Premium Plus407,3062017-12-313.28%0.26%17,148
Burgundy Asset Management Ltd.   Premium Plus400,5202017-12-310.16%0.26%16,862
GOLDMAN SACHS GROUP INC   Premium Plus384,3352017-12-310.00%0.25%16,181
GCIC Ltd.   Premium Plus370,0002017-12-310.05%0.24%15,513

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