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Blue Owl Capital (OBDC) Institutional Ownership

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$14.30 -0.08 (-0.52%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$14.32 +0.02 (+0.13%)
As of 08:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Blue Owl Capital (NYSE:OBDC)

Current
Institutional Ownership
Percentage
42.83%
Number of
Institutional Buyers
(last 12 months)
330
Total
Institutional Inflows
(last 12 months)
$1.95B
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$346.74M
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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
8/15/2025Bank of America Corp DE12,463,438$178.73M0.0%+4.3%2.439%
8/15/2025Ameriprise Financial Inc.4,795,103$67.99M0.0%-7.6%0.938%
8/15/2025Ares Management LLC2,487,964$35.68M0.1%+6.5%0.487%
8/14/2025CTC Alternative Strategies Ltd.12,300$176K0.2%+17.1%0.002%
8/14/2025Ausdal Financial Partners Inc.12,971$186K0.0%+24.5%0.003%
8/14/2025Raymond James Financial Inc.2,189,378$31.40M0.0%+7.4%0.428%
8/14/2025Quantinno Capital Management LP161,276$2.31M0.0%+1,194.2%0.032%
8/14/2025Diversify Wealth Management LLC35,541$508K0.0%+33.3%0.007%
8/14/2025Diversify Advisory Services LLC16,484$235K0.0%+24.1%0.003%
8/14/2025Wealth Preservation Advisors LLC199,661$2.86M1.8%+1.3%0.039%
8/14/2025Beacon Investment Advisors LLC156,919$2.28M1.0%+1.6%0.031%
8/14/2025The Manufacturers Life Insurance Company 13,914$200K0.0%-46.3%0.003%
8/14/2025Squarepoint Ops LLC93,691$1.34M0.0%+133.8%0.018%
8/14/2025NewEdge Advisors LLC288,914$4.14M0.0%-1.3%0.057%
8/14/2025Certuity LLC774,976$11.11M1.0%-4.8%0.152%
8/14/2025Sentinus LLC611,852$8.77M2.2%+9.1%0.120%
8/14/2025 Cary Street Partners Financial LLC101,048$1.45M0.0%-1.6%0.020%
8/14/2025 Cerity Partners LLC454,355$6.52M0.0%-15.9%0.089%
8/13/2025 Cary Street Partners Investment Advisory LLC4,403$63K0.0%-24.1%0.001%
8/13/2025 Cresset Asset Management LLC7,536,875$110.55M0.5%-8.6%1.475%
8/13/2025 EverSource Wealth Advisors LLC8,728$125K0.0%+106.1%0.002%
8/13/2025 Invesco Ltd.268,090$3.84M0.0%-2.7%0.052%
8/13/2025 Plan Group Financial LLC20,000$287K0.1%+33.3%0.004%
8/13/2025 Beacon Pointe Advisors LLC14,185$203K0.0%+17.3%0.003%
8/13/2025 Quantbot Technologies LP170,166$2.44M0.1%N/A0.033%
8/13/2025 OMERS ADMINISTRATION Corp1,060,829$15.21M0.1%N/A0.208%
8/13/2025 Lido Advisors LLC444,235$6.53M0.0%+129.8%0.087%
8/13/2025 Legacy Capital Wealth Partners LLC91,136$1.31M0.3%-2.5%0.018%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC102,189$1.47M0.0%-27.5%0.020%
8/13/2025 Johnson Financial Group Inc.499,857$7.35M0.3%-21.6%0.098%
8/13/2025 Garner Asset Management Corp99,072$1.42M0.7%+14.2%0.019%
8/12/2025 J.W. Cole Advisors Inc.23,699$340K0.0%-11.7%0.005%
8/12/2025 Boston Partners2,002,537$28.67M0.0%-1.3%0.392%
8/12/2025 Advisors Asset Management Inc.494,859$7.10M0.1%+15.1%0.097%
8/12/2025 One Charles Private Wealth Services LLC17,478$251K0.1%+24.7%0.003%
8/12/2025 Steward Partners Investment Advisory LLC333,138$4.78M0.0%+10.8%0.065%
8/12/2025 Insigneo Advisory Services LLC51,031$732K0.1%+21.7%0.010%
8/12/2025 AlphaCore Capital LLC337,011$4.83M0.2%-12.2%0.066%
8/12/2025 Franklin Resources Inc.1,769,995$25.38M0.0%+0.1%0.346%
8/12/2025 Legal & General Group Plc471,823$6.77M0.0%+4.3%0.092%
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8/12/2025 MAI Capital Management732,867$10.51M0.1%-6.2%0.143%
8/12/2025 JPMorgan Chase & Co.2,479,913$35.56M0.0%+7.2%0.485%
8/12/2025 DNB Asset Management AS384,045$5.51M0.0%-6.9%0.075%
8/12/2025 Entropy Technologies LP64,806$929K0.1%N/A0.013%
8/11/2025 EMC Capital Management10,655$153K0.1%N/A0.002%
8/11/2025 Greenland Capital Management LP36,682$526K0.1%+83.4%0.007%
8/11/2025 Perennial Investment Advisors LLC419,418$6.01M0.6%+3.7%0.082%
8/11/2025 Nordwand Advisors LLC38,945$558K0.1%+7.0%0.008%
8/11/2025 LSV Asset Management3,749,847$53.77M0.1%-10.3%0.734%
8/11/2025 Intrust Bank NA354,546$5.08M0.5%-17.7%0.069%
8/11/2025 Rothschild Investment LLC107,799$1.55M0.1%+8.6%0.021%
8/11/2025 Nomura Asset Management Co. Ltd.40,777$585K0.0%-5.0%0.008%
8/8/2025 Financial Gravity Companies Inc.64,695$928K0.1%N/A0.013%
8/8/2025 Rockefeller Capital Management L.P.656,632$9.42M0.0%+7.6%0.128%
8/8/2025 Cetera Investment Advisers250,323$3.59M0.0%+18.8%0.049%
8/8/2025 Creative Planning1,076,071$15.43M0.0%-24.9%0.211%
8/8/2025 Condor Capital Management314,230$4.51M0.4%-14.2%0.061%
8/8/2025 Foundations Investment Advisors LLC19,878$285K0.0%N/A0.004%
8/8/2025 Accredited Investors Inc.31,628$454K0.0%+90.2%0.006%
8/8/2025 PNC Financial Services Group Inc.2,000$29K0.0%-68.3%0.000%
8/8/2025 M&G PLC327,000$4.58M0.0%-33.3%0.064%
8/7/2025 Verus Capital Partners LLC91,354$1.31M0.1%-4.4%0.018%
8/7/2025 Boston Partners2,002,537$28.67M0.0%-1.3%0.392%
8/7/2025 Samalin Investment Counsel LLC82,519$1.18M0.5%+6.2%0.016%
8/7/2025 Allworth Financial LP3,695$53K0.0%+24,533.3%0.001%
8/7/2025 Midwest Trust Co19,353$278K0.0%N/A0.004%
8/7/2025 Global Wealth Management Investment Advisory Inc.75,602$1.08M0.2%+8.1%0.015%
8/6/2025 Wedbush Securities Inc.46,850$672K0.0%+10.4%0.009%
8/6/2025 Texas Yale Capital Corp.22,280$319K0.0%+74.3%0.004%
8/6/2025 Black Swift Group LLC28,500$409K0.1%+7.5%0.006%
8/6/2025 Ethos Financial Group LLC47,328$679K0.1%+12.5%0.009%
8/6/2025 First Horizon Advisors Inc.2,811$40K0.0%N/A0.001%
8/5/2025 Magnolia Capital Advisors LLC133,827$1.92M0.5%+7.1%0.026%
8/5/2025 Huntington National Bank2,284$33K0.0%-61.8%0.000%
8/5/2025 Obermeyer Wealth Partners164,270$2.36M0.1%+13.8%0.032%
8/5/2025 Intellectus Partners LLC173,303$2.55M0.6%-2.7%0.034%
8/5/2025 Gilbert & Cook Inc.216,317$3.10M0.4%-25.3%0.042%
8/4/2025 Amplius Wealth Advisors LLC18,320$263K0.0%-58.3%0.004%
8/4/2025 Strs Ohio2,023,712$29.02M0.1%+2.8%0.396%
8/4/2025 Savvy Advisors Inc.12,153$174K0.0%-19.1%0.002%
8/4/2025 Muzinich & Co. Inc.1,455,433$20.87M9.1%+37.5%0.285%
8/4/2025 Keybank National Association OH64,514$925K0.0%-47.2%0.013%
8/4/2025 Arkadios Wealth Advisors158,950$2.28M0.1%+5.1%0.031%
8/1/2025 Oarsman Capital Inc.125,847$1.81M0.3%-6.1%0.025%
8/1/2025 State of New Jersey Common Pension Fund A15,263,873$218.88M76.2%N/A2.987%
8/1/2025 Transcend Capital Advisors LLC2,385,564$34.21M2.6%-8.6%0.467%
8/1/2025 Pasadena Private Wealth LLC10,764$154K0.0%-73.2%0.002%
8/1/2025 Envestnet Asset Management Inc.138,171$1.98M0.0%+1.0%0.027%
7/31/2025 Wealthfront Advisers LLC22,898$328K0.0%N/A0.004%
7/31/2025 Whipplewood Advisors LLC68,179$978K0.5%+158,455.8%0.013%
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7/31/2025 Focus Partners Advisor Solutions LLC38,148$547K0.0%+96.4%0.007%
7/31/2025 Sumitomo Mitsui Trust Group Inc.1,283,332$18.40M0.0%+25.1%0.251%
7/30/2025 Castle Wealth Management LLC25,877$381K0.1%+36.9%0.005%
7/30/2025 BlueChip Wealth Advisors LLC26,755$384K0.2%+99.1%0.005%
7/30/2025 Steel Grove Capital Advisors LLC174,200$2.50M0.3%N/A0.034%
7/30/2025 Denali Advisors LLC630,218$9.04M0.9%-2.4%0.123%
7/30/2025 Brookstone Capital Management98,655$1.42M0.0%-2.9%0.019%
7/30/2025 D.A. Davidson & CO.406,521$5.83M0.0%+2.6%0.080%
7/30/2025 Jackson Thornton Wealth Management LLC14,499$209K0.0%-21.0%0.003%
7/30/2025 Avidian Wealth Enterprises LLC53,918$773K0.0%N/A0.011%
(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, 470 institutional investors and hedge funds held shares of Blue Owl Capital. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($734.62M), State of New Jersey Common Pension Fund E ($335.81M), Oregon Public Employees Retirement Fund ($227.34M), State of New Jersey Common Pension Fund A ($218.88M), Bank of America Corp DE ($178.73M), Regents of The University of California ($155.22M), and Royal Bank of Canada ($111.55M).Learn more on Blue Owl Capital's institutional investors.

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

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

Which institutional investors have been buying Blue Owl Capital's stock?

Of the 444 institutional investors that purchased Blue Owl Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($52.10M), State of New Jersey Common Pension Fund E ($22.75M), Regents of The University of California ($17.51M), State of New Jersey Common Pension Fund A ($15.26M), Oregon Public Employees Retirement Fund ($11.10M), Van ECK Associates Corp ($8.50M), and Cresset Asset Management LLC ($8.19M).

How much institutional buying is happening at Blue Owl Capital?

Institutional investors have bought a total of 134,052,042 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

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

Of the 153 institutional investors that sold Blue Owl Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Two Sigma Advisers LP ($3.09M), Van ECK Associates Corp ($2.98M), Two Sigma Investments LP ($1.53M), Next Capital Management LLC ($1.21M), LSV Asset Management ($987.43K), Northern Trust Corp ($812.99K), and Millennium Management LLC ($722.32K).

How much institutional selling is happening at Blue Owl Capital?

Institutional investors have sold a total of 23,371,157 shares in the last 24 months. This volume of shares sold represents approximately $346.74M in transactions.



This page (NYSE:OBDC) was last updated on 8/15/2025 by MarketBeat.com Staff
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