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Blue Owl Capital (OBDC) Institutional Ownership

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$11.30 +0.02 (+0.18%)
As of 08/21/2026 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
42.83%
Number of
Institutional Buyers
(last 12 months)
298
Total
Institutional Inflows
(last 12 months)
$707.98M
Number of
Institutional Sellers
(last 12 months)
187
Total
Institutional Outflows
(last 12 months)
$342.04M
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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
8/22/2026 Compass Financial Management LLC63,295$688K0.1%N/A0.013%
8/22/2026 NWF Advisory Services Inc.61,908$673K0.1%-30.2%0.013%
8/22/2026 Concurrent Investment Advisors LLC44,247$481K0.0%-12.1%0.009%
8/21/2026 Laidlaw Wealth Management LLC13,850$151K0.5%+24.3%0.003%
8/21/2026 Triumph Capital Management27,235$296K0.1%+3.9%0.006%
8/20/2026 BTG Pactual Asset Management US LLC23,668$257K0.0%+26.9%0.005%
8/20/2026 Oarsman Capital Inc.10,000$109K0.0%-11.1%0.002%
8/20/2026 Rivernorth Capital Management LLC1,192,576$12.96M0.6%-16.4%0.242%
8/20/2026 Northwestern Mutual Wealth Management Co.17,470$190K0.0%-11.0%0.004%
8/20/2026 Private Management Group Inc.4,056,747$44.10M1.2%+5.5%0.823%
8/20/2026 Wedbush Securities Inc.100,451$1.09M0.0%+12.6%0.020%
8/20/2026 Denali Advisors LLC429,166$4.67M0.5%-6.7%0.087%
8/19/2026 Van ECK Associates Corp9,840,313$106.96M0.1%-13.1%1.995%
8/18/2026 Pin Oak Investment Advisors Inc.8,818$96K0.0%N/A0.002%
8/18/2026 Melia Wealth LLC778,167$8.46M4.9%-35.9%0.158%
8/17/2026 Palogic Value Management L.P.172,238$1.87M0.6%+12.1%0.035%
8/3/2026 BIP Wealth LLC13,927$151K0.0%N/A0.003%
8/3/2026 Walleye Trading LLC24,458$266K0.0%N/A0.005%
7/10/2026 Family Wealth Partners LLC88,380$961K0.3%+13.6%0.018%
7/10/2026 Wealthcare Advisory Partners LLC21,515$234K0.0%-12.9%0.004%
7/9/2026 Focus Financial Network Inc.10,819$118K0.0%N/A0.002%
7/9/2026 Pettinga Financial Advisors LLC386,416$4.20M0.7%+1.3%0.078%
7/9/2026 Everhart Financial Group Inc.12,477$136K0.0%N/A0.003%
7/9/2026 Hennion & Walsh Asset Management Inc.353,588$3.84M0.1%-5.7%0.071%
7/9/2026 Valeo Financial Advisors LLC69,157$752K0.0%+4.8%0.014%
7/8/2026 First Heartland Consultants Inc.17,329$188K0.0%N/A0.003%
7/8/2026 FNY Investment Advisers LLC2,700$29K0.0%+440.0%0.001%
7/8/2026 Attessa Capital LLC10,000$109K0.0%N/A0.002%
7/7/2026 Avior Wealth Management LLC10,714$116K0.0%-31.3%0.002%
7/7/2026 Prota Financial LLC525,192$5.67M3.7%+5.9%0.106%
7/7/2026 Epiq Partners LLC537,635$5.84M2.5%-18.6%0.108%
7/7/2026 Trinity Financial Advisors LLC1,121,592$12.54M3.2%+6.3%0.226%
7/1/2026 Confluence Investment Management LLC263,324$2.86M0.0%+17.4%0.053%
6/3/2026 Parallel Advisors LLC5,939$66K0.0%-40.2%0.001%
6/3/2026 NewEdge Advisors LLC123,710$1.37M0.0%-57.6%0.025%
6/1/2026 Concorde Asset Management LLC13,715$156K0.1%N/A0.003%
5/22/2026 Verus Capital Partners LLC28,905$320K0.0%-44.0%0.006%
5/19/2026 Bank of America Corp DE10,781,398$119.24M0.0%-11.4%2.172%
5/19/2026 Arkadios Wealth Advisors496,640$5.49M0.1%+4.2%0.100%
5/18/2026Sunbelt Securities Inc.41,273$456K0.0%+82.4%0.008%
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5/18/2026 EverSource Wealth Advisors LLC8,159$90K0.0%+102.7%0.002%
5/18/2026 Rivernorth Capital Management LLC1,426,822$15.78M0.8%+181.6%0.287%
5/18/2026 Royal Bank of Canada5,934,384$65.63M0.0%-11.0%1.196%
5/18/2026 Enstar Group LTD601,787$6.66M3.1%+2.9%0.121%
5/18/2026 Evercore Wealth Management LLC49,800$551K0.0%+25.1%0.010%
5/16/2026 Quantinno Capital Management LP198,843$2.20M0.0%-6.6%0.040%
5/16/2026 Family Manage LLC93,148$1.03M0.1%+15.8%0.019%
5/15/2026 Sona Asset Management US LLC886,000$9.80M0.2%N/A0.179%
5/15/2026 Everest Financial Group LLC11,000$122K0.0%N/A0.002%
5/15/2026 OMERS ADMINISTRATION Corp3,085,234$34.12M0.2%+71.3%0.622%
5/15/2026 Callodine Capital Management LP450,000$4.98M0.3%+50.0%0.091%
5/15/2026 FreeGulliver LLC12,384$137K0.1%-21.3%0.002%
5/15/2026 Entropy Technologies LP19,594$217K0.0%-85.4%0.004%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund3,402$38K0.0%-97.1%0.001%
5/14/2026 Alamar Capital Management LLC20,000$229K0.1%N/A0.004%
5/14/2026 Lido Advisors LLC371,358$4.24M0.0%-30.2%0.075%
5/13/2026 Cetera Investment Advisers316,490$3.50M0.0%-8.8%0.064%
5/13/2026 NewEdge Wealth LLC758,426$8.39M0.1%+81.6%0.153%
5/8/2026 Bulldog Investors LLP338,369$3.74M0.8%+42.0%0.068%
5/8/2026 One Charles Private Wealth Services LLC10,028$111K0.0%-42.6%0.002%
5/8/2026 Johnson Financial Group Inc.569,764$6.50M0.2%+43.0%0.115%
5/7/2026 Parallel Advisors LLC5,939$66K0.0%-40.2%0.001%
5/7/2026 Next Capital Management LLC1,418,819$15.79M4.8%+610.9%0.286%
5/6/2026 Catalyst Capital Advisors LLC8,700$96K0.0%N/A0.002%
5/6/2026 Independent Financial Group LLC174,018$1.93M0.1%N/A0.035%
5/6/2026 Prosperity Consulting Group LLC20,333$225K0.0%-39.8%0.004%
5/5/2026 Wealthfront Advisers LLC13,667$151K0.0%-52.7%0.003%
5/5/2026 D.A. Davidson & CO.207,658$2.30M0.0%-12.5%0.042%
5/5/2026 Bank of New York Mellon Corp157,390$1.74M0.0%+13.5%0.032%
5/5/2026 Sanctuary Advisors LLC246,104$2.72M0.0%+6.4%0.050%
5/5/2026 BlueChip Wealth Advisors LLC10,837$120K0.1%-29.8%0.002%
5/5/2026 Cornerstone Advisory LLC155,900$1.72M0.2%+36.7%0.031%
5/5/2026 Avantax Planning Partners Inc.28,820$319K0.0%-8.2%0.006%
5/4/2026 NWF Advisory Services Inc.88,675$981K0.1%-8.5%0.018%
5/4/2026 Chicago Partners Investment Group LLC538,745$6.26M0.1%-1.7%0.108%
5/4/2026 Uptick Partners LLC106,590$1.18M0.2%-10.8%0.021%
5/2/2026 Diversify Wealth Management LLC118,420$1.34M0.0%+37.6%0.024%
5/1/2026 Fifth Third Bancorp25,478$282K0.0%+2,447.8%0.005%
5/1/2026 Sovran Advisors LLC19,370$227K0.0%N/A0.004%
5/1/2026 Brown University1,524,863$16.87M16.6%-52.7%0.307%
5/1/2026 Barnett & Company Inc.191,000$2.11M1.6%+53.8%0.038%
4/30/2026 Hsbc Holdings PLC82,350$911K0.0%+3.5%0.017%
4/30/2026 Summit Securities Group LLC2,800$31K0.0%-85.3%0.001%
4/30/2026 Accredited Investors Inc.16,697$185K0.0%-47.2%0.003%
4/30/2026 Kestra Advisory Services LLC66,454$735K0.0%-14.5%0.013%
4/29/2026 Grange Capital LLC98,638$1.09M1.1%+1.9%0.020%
4/28/2026 Kathmere Capital Management LLC18,093$200K0.0%N/A0.004%
4/28/2026 Abel Hall LLC15,000$166K0.0%+50.0%0.003%
4/28/2026 Stephens Inc. AR1,592,507$17.61M0.2%-4.4%0.321%
4/27/2026 HB Wealth Management LLC317,535$3.51M0.0%-1.3%0.064%
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4/27/2026 BIP Wealth LLC10,372$115K0.0%N/A0.002%
4/27/2026 Turtle Creek Wealth Advisors LLC38,197$422K0.0%+27.5%0.008%
4/27/2026 Private Advisor Group LLC69,664$770K0.0%-28.3%0.014%
4/27/2026 Y Intercept Hong Kong Ltd88,597$980K0.0%+18.5%0.018%
4/27/2026 Elevation Point Wealth Partners LLC293,967$3.36M0.1%-35.1%0.059%
4/27/2026 Sound Income Strategies LLC3,976,748$42.79M2.1%+5.2%0.801%
4/25/2026 Strs Ohio10,941,976$121.02M0.5%+411.4%2.203%
4/25/2026 Keybank National Association OH36,727$406K0.0%-29.9%0.007%
4/25/2026 Sage Investment Counsel LLC12,855$142K0.2%+8.4%0.003%
4/24/2026 Essex Financial Services Inc.11,995$133K0.0%-61.7%0.002%


OBDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 529 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 A ($218.88M), Oregon Public Employees Retirement Fund ($186.06M), Strs Ohio ($121.02M), Bank of America Corp DE ($119.24M), Morgan Stanley ($113.58M), and Van ECK Associates Corp ($106.96M).Learn more on Blue Owl Capital's institutional investors.

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

Of the 477 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 A ($15.26M), Oregon Public Employees Retirement Fund ($11.10M), Strs Ohio ($10.94M), Cresset Asset Management LLC ($8.19M), Raymond James Financial Inc. ($4.39M), and Hamilton Lane Advisors LLC ($3.41M).

Institutional investors have bought a total of 58,388,719 shares in the last 24 months. This purchase volume represents approximately $707.98M in transactions.

Of the 187 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: Brown University ($2.82M), Van ECK Associates Corp ($2.03M), Balyasny Asset Management L.P. ($1.81M), Royal Bank of Canada ($1.55M), Stephens Inc. AR ($1.44M), Bank of America Corp DE ($1.38M), and Goldman Sachs Group Inc. ($1.37M).

Institutional investors have sold a total of 28,186,568 shares in the last 24 months. This volume of shares sold represents approximately $342.04M in transactions.



Institutional ownership data for NYSE:OBDC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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