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Blue Owl Capital (OBDC) Institutional Ownership

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$13.86 -0.15 (-1.03%)
Closing price 03:59 PM Eastern
Extended Trading
$13.90 +0.04 (+0.29%)
As of 07:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for Blue Owl Capital (NYSE:OBDC)

Current
Institutional Ownership
Percentage
42.83%
Number of
Institutional Buyers
(last 12 months)
282
Total
Institutional Inflows
(last 12 months)
$677.54M
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$458.18M
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OBDC Institutional Buying and Selling by Quarter

Blue Owl Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Fortem Financial Group LLC135,688$1.99M0.8%+41.5%0.027%
5/1/2025Diversify Wealth Management LLC26,664$378K0.0%N/A0.005%
5/1/2025WESPAC Advisors LLC112,159$1.64M1.3%-1.6%0.022%
4/30/2025Cerity Partners LLC540,142$7.92M0.0%+110.2%0.106%
4/30/2025Financial Gravity Asset Management Inc.60,520$887K0.2%N/A0.012%
4/30/2025Round Rock Advisors LLC134,586$1.97M0.4%+195.6%0.026%
4/30/2025CFO4Life Group LLC22,336$327K0.1%+60.9%0.004%
4/30/2025Valeo Financial Advisors LLC66,829$980K0.0%+2.8%0.013%
4/30/2025Stratos Wealth Partners LTD.28,575$419K0.0%+7.6%0.006%
4/30/2025Stratos Wealth Advisors LLC19,894$292K0.0%-5.0%0.004%
4/29/2025 U.S. Capital Wealth Advisors LLC96,984$1.42M0.0%+3.0%0.019%
4/29/2025 Financial Counselors Inc.19,253$282K0.0%N/A0.004%
4/29/2025 Envestnet Asset Management Inc.136,739$2.01M0.0%-38.4%0.027%
4/29/2025 Concurrent Investment Advisors LLC201,207$2.95M0.1%-1.4%0.039%
4/29/2025 Bank of New York Mellon Corp116,359$1.71M0.0%+44.5%0.023%
4/29/2025 Generali Investments CEE investicni spolecnost a.s.128,925$1.89M0.2%N/A0.025%
4/29/2025 Jackson Thornton Wealth Management LLC18,357$254K0.0%-23.7%0.004%
4/29/2025 Brookstone Capital Management101,582$1.49M0.0%+1.8%0.020%
4/29/2025 Global Wealth Management Investment Advisory Inc.69,946$1.03M0.2%N/A0.014%
4/28/2025 Castle Wealth Management LLC18,905$284K0.1%N/A0.004%
4/28/2025 D.A. Davidson & CO.396,191$5.81M0.0%+4.9%0.078%
4/28/2025 Oregon Public Employees Retirement Fund16,098,695$236.01M4.6%+222.0%3.150%
4/28/2025 Chaney Capital Management Inc.100,840$1.48M0.7%+7.5%0.020%
4/28/2025 Trustees of Dartmouth College3,326,984$48.77M13.8%N/A0.651%
4/28/2025 Pinnacle Financial Partners Inc54,501$799K0.0%N/A0.011%
4/28/2025 Fiduciary Group LLC36,490$535K0.1%+62.2%0.007%
4/28/2025 NovaPoint Capital LLC29,003$425K0.1%+11.9%0.006%
4/28/2025 Redmont Wealth Advisors LLC6,682$98K0.2%N/A0.001%
4/28/2025 Keybank National Association OH122,183$1.79M0.0%N/A0.024%
4/28/2025 Summit Trail Advisors LLC14,425$217K0.0%N/A0.003%
4/25/2025 Sage Advisors LLC2,142,133$31.40M22.1%+3.2%0.419%
4/25/2025 Prairiewood Capital LLC279,762$4.10M1.7%+10.0%0.055%
4/25/2025 Naviter Wealth LLC348,356$5.24M0.6%+10.4%0.068%
4/25/2025 Essex Financial Services Inc.31,300$459K0.0%+3.3%0.006%
4/25/2025 Sumitomo Mitsui Trust Group Inc.1,026,055$15.04M0.0%+85.9%0.201%
4/24/2025 Allspring Global Investments Holdings LLC12,500$183K0.0%N/A0.002%
4/24/2025 Border to Coast Pensions Partnership Ltd1,250,000$18.33M0.4%+4.2%0.245%
4/24/2025 Transcend Capital Advisors LLC2,610,059$38.26M2.7%+6.8%0.511%
4/24/2025 Diversified Trust Co73,004$1.07M0.0%N/A0.014%
4/24/2025 Tranquility Partners LLC153,391$2.25M0.9%+0.8%0.030%
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4/23/2025 Perigon Wealth Management LLC30,435$446K0.0%+4.7%0.006%
4/23/2025 Golden State Equity Partners45,680$670K0.1%+1.7%0.009%
4/23/2025 Oppenheimer & Co. Inc.404,452$5.93M0.1%+1.0%0.079%
4/23/2025 Crewe Advisors LLC11,966$175K0.0%-40.1%0.002%
4/22/2025 Acorn Creek Capital LLC26,935$395K0.2%+25.2%0.005%
4/22/2025 Flagship Harbor Advisors LLC13,930$204K0.0%+6.1%0.003%
4/22/2025 Cambridge Investment Research Advisors Inc.334,490$4.90M0.0%+0.9%0.065%
4/22/2025 TT Capital Management LLC250,930$3.68M3.1%+52.8%0.049%
4/22/2025 Canton Hathaway LLC23,640$347K0.1%+324.4%0.005%
4/22/2025 Register Financial Advisors LLC15,578$228K0.1%+27.1%0.003%
4/21/2025 Envestnet Portfolio Solutions Inc.10,545$155K0.0%N/A0.002%
4/21/2025 Kingswood Wealth Advisors LLC786,623$11.64M0.4%+203.8%0.154%
4/18/2025 Cornerstone Wealth Management LLC37,793$554K0.0%+4.4%0.007%
4/18/2025 Insigneo Advisory Services LLC41,943$615K0.1%-16.0%0.008%
4/18/2025 Demars Financial Group LLC452,774$6.64M0.0%-1.3%0.089%
4/17/2025 Robertson Stephens Wealth Management LLC25,830$388K0.0%N/A0.005%
4/17/2025 Sowell Financial Services LLC27,881$409K0.0%+5.4%0.005%
4/17/2025 Janney Montgomery Scott LLC1,887,598$27.67M0.1%+7.1%0.369%
4/17/2025 Bank Pictet & Cie Europe AG12,496$183K0.0%N/A0.002%
4/17/2025 Exchange Traded Concepts LLC10,856$159K0.0%+784.8%0.002%
4/17/2025 Sound Income Strategies LLC3,153,298$46.23M2.7%+4.3%0.617%
4/17/2025 Ritholtz Wealth Management32,559$477K0.0%-13.6%0.006%
4/17/2025 Family Wealth Partners LLC19,425$285K0.1%N/A0.004%
4/17/2025 Tcfg Wealth Management LLC21,155$310K0.2%+28.2%0.004%
4/16/2025 Wealth Enhancement Advisory Services LLC52,977$777K0.0%+13.6%0.010%
4/16/2025 Salem Investment Counselors Inc.373,320$5.48M0.2%+13.1%0.073%
4/15/2025 Trinity Financial Advisors LLC1,086,128$16.32M3.3%+14.9%0.213%
4/15/2025 Redhawk Wealth Advisors Inc.62,242$912K0.1%+38.7%0.012%
4/15/2025 Accurate Wealth Management LLC25,706$377K0.1%N/A0.005%
4/14/2025 Pallas Capital Advisors LLC33,463$491K0.0%-3.0%0.007%
4/14/2025 Farther Finance Advisors LLC13,855$205K0.0%-5.4%0.003%
4/11/2025 Epiq Partners LLC453,368$6.65M3.5%+10.5%0.089%
4/11/2025 First Affirmative Financial Network15,158$222K0.1%-19.1%0.003%
4/11/2025 SeaCrest Wealth Management LLC123,721$1.81M0.2%+12.8%0.024%
4/11/2025 Intellectus Partners LLC178,121$2.68M0.7%+4.0%0.035%
4/10/2025 Channel Wealth LLC43,602$639K0.2%-2.0%0.009%
4/10/2025 Teamwork Financial Advisors LLC20,797$305K0.0%-4.1%0.004%
4/10/2025 Amplius Wealth Advisors LLC43,949$644K0.1%+8.0%0.009%
4/10/2025 Hennion & Walsh Asset Management Inc.241,087$3.53M0.2%+7.9%0.047%
4/9/2025 Roxbury Financial LLC3,210$50K0.1%N/A0.001%
4/8/2025 Sterneck Capital Management LLC15,561$228K0.1%-8.2%0.003%
4/8/2025 Rothschild Investment LLC99,299$1.46M0.1%+2,383.1%0.019%
4/3/2025 Versant Capital Management Inc4,290$63K0.0%N/A0.001%
4/1/2025 Confluence Investment Management LLC304,846$4.47M0.1%N/A0.060%
4/1/2025 GP Brinson Investments LLC336,832$4.94M2.2%+31.9%0.066%
3/17/2025 Wealth Enhancement Advisory Services LLC46,627$705K0.0%+19.2%0.009%
3/12/2025Palogic Value Management L.P.117,536$1.78M0.0%+7.8%0.023%
2/27/2025Jefferies Financial Group Inc.17,517$265K0.0%-7.0%0.004%
2/25/2025B. Riley Wealth Advisors Inc.43,585$675K0.0%-1.5%0.011%
2/24/2025 Liberty Square Wealth Partners LLC25,111$386K0.1%N/A0.006%
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2/24/2025Ameriflex Group Inc.35,773$541K0.2%N/A0.009%
2/24/2025 United Advisor Group LLC26,856$406K0.1%-4.8%0.007%
2/18/2025Pettinga Financial Advisors LLC353,413$5.34M1.2%+0.2%0.091%
2/18/2025Lantern Wealth Advisors LLC42,304$640K0.4%N/A0.011%
2/17/2025US Financial Advisors LLC10,770$163K0.1%N/A0.003%
2/17/2025Visionary Wealth Advisors35,628$539K0.0%+27.6%0.009%
2/17/2025Vivaldi Capital Management LP14,150$210K0.0%N/A0.004%
2/17/2025Squarepoint Ops LLC107,347$1.62M0.0%+777.5%0.028%
2/17/2025Two Sigma Advisers LP2,213,200$33.46M0.1%-44.7%0.567%
2/17/2025Two Sigma Investments LP700,606$10.59M0.0%-68.5%0.180%
(Data available from 1/1/2016 forward)

OBDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OBDC shares?

During the previous two years, 408 institutional investors and hedge funds held shares of Blue Owl Capital. The most heavily invested institutionals were State of New Jersey Common Pension Fund E ($335.81M), Oregon Public Employees Retirement Fund ($236.01M), Bank of America Corp DE ($157.89M), Regents of The University of California ($155.22M), Royal Bank of Canada ($111.70M), Ameriprise Financial Inc. ($72.36M), and LSV Asset Management ($70.46M).Learn more on OBDC's institutional investors.

What percentage of Blue Owl Capital stock is owned by institutional investors?

42.83% of Blue Owl Capital stock is owned by institutional investors. Learn more on OBDC's institutional investor holdings.

Which institutional investors have been buying Blue Owl Capital stock?

Of the 384 institutional investors that purchased Blue Owl Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State of New Jersey Common Pension Fund E ($22.75M), Regents of The University of California ($17.51M), Oregon Public Employees Retirement Fund ($11.10M), Van ECK Associates Corp ($8.50M), LSV Asset Management ($4.49M), Cresset Asset Management LLC ($4.39M), and Transcend Capital Advisors LLC ($3.98M).

How much institutional buying is happening at Blue Owl Capital?

Institutional investors have bought a total of 143,396,971 shares in the last 24 months. This purchase volume represents approximately $2.13B in transactions.

Which Blue Owl Capital major shareholders have been selling company stock?

Of the 138 institutional investors that sold Blue Owl Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Regents of The University of California ($7.42M), Van ECK Associates Corp ($4.01M), Two Sigma Advisers LP ($3.09M), Hamilton Lane Advisors LLC ($2.55M), Two Sigma Investments LP ($1.53M), Next Capital Management LLC ($1.21M), and Millennium Management LLC ($881.01K).

How much institutional selling is happening at Blue Owl Capital?

Institutional investors have sold a total of 30,937,581 shares in the last 24 months. This volume of shares sold represents approximately $469.51M in transactions.



This page (NYSE:OBDC) was last updated on 5/1/2025 by MarketBeat.com Staff
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