Switch to:

Oaktree Capital Group LLC (OAK) Ownership Data

Short Interest History (%)

Due to a license agreement change with our data vendor, Short Interest related data is no longer available on GuruFocus’ website, except for certain Australian stocks.

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)
September 30, 201827.543.22
June 30, 201827.242.75
March 31, 201827.2242.79
December 31, 201724.1837.79
September 30, 201723.8537.29
June 30, 201722.8635.71
March 31, 201723.9237.26
December 31, 201622.5734.94
September 30, 201623.4736.38
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, 201419.9330.43
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)
September 30, 20180.791.24
August 31, 20180.791.24
July 31, 20180.81.25
June 30, 20180.81.25
May 31, 20180.831.31
April 30, 20180.841.31
March 31, 20180.771.21
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
Outstanding
Report Date
Jay S. WintrobN/A118,416less than 0.1%2018-08-08
Mr. Daniel D LevinN/A111,995less than 0.1%2018-03-28
Bruce A. KarshN/A101,826less than 0.1%2017-11-07
Mr. Howard S. MarksN/A101,826less than 0.1%2018-08-08
Mr. Sheldon M. StoneN/A101,009less than 0.1%2015-11-19
Mr. Todd E. MolzSee Remarks95,318less than 0.1%2018-06-05
Mr. John B. FrankN/A41,667less than 0.1%2017-12-06
Robert E. DenhamN/A26,973less than 0.1%2018-03-28
Dr. Marna C. WhittingtonN/A19,123less than 0.1%2018-03-28
Mr. D. Richard MassonN/A12,700less than 0.1%2018-03-28

Top Fund Holders

HolderSharesReport Date% of Total
Assets Managed
% of Shares
Outstanding
Market Value($1000)
Capital World Investors   Premium Plus3,772,0002018-06-300.03%2.4%153,332
Ron Baron Premium1,926,8882018-06-300.34%1.23%78,328
MACKENZIE FINANCIAL CORP   Premium Plus1,719,1472018-06-300.18%1.09%69,883
John Rogers Premium1,696,7562018-06-300.77%1.08%68,973
WADDELL & REED FINANCIAL INC   Premium Plus1,309,8522018-06-300.12%0.83%53,246
Artisan Partners Limited Partnership   Premium Plus1,272,1502018-06-300.10%0.81%51,713
Tom Gayner Premium1,003,5002018-06-300.75%0.64%40,792
THORNBURG INVESTMENT MANAGEMENT INC   Premium Plus998,8092018-06-300.31%0.64%40,602
Chris Davis Premium927,2742018-06-300.16%0.59%37,694
Ardevora Asset Management LLP   Premium Plus870,5522018-06-300.99%0.55%35,388
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C.   Premium Plus486,6622018-06-301.52%0.31%19,783
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main   Premium Plus428,0642018-06-300.07%0.27%17,401
Burgundy Asset Management Ltd.   Premium Plus424,2912018-06-300.17%0.27%17,247
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL   Premium Plus417,2082018-06-303.56%0.27%16,960
INTREPID CAPITAL MANAGEMENT INC   Premium Plus342,4112018-06-304.85%0.22%13,919
Chuck Royce Premium339,0072018-06-300.10%0.22%13,781
UBS Group AG   Premium Plus326,1312018-06-300.01%0.21%13,258
Murray Stahl Premium308,1032018-06-300.33%0.2%12,524
River Road Asset Management, LLC   Premium Plus271,9892018-06-300.23%0.17%11,056
Arrowpoint Asset Management, LLC   Premium Plus260,0152018-06-300.10%0.17%10,570

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK