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Blue Owl Capital (OBDC) Institutional Ownership

Blue Owl Capital logo
$10.26 -0.18 (-1.74%)
As of 10:03 AM 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)
300
Total
Institutional Inflows
(last 12 months)
$712.20M
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$346.19M
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OBDC Institutional Buying and Selling by Quarter

Blue Owl Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026Confluence Investment Management LLC269,709$2.83M0.0%+2.4%0.055%
9/23/2026Envestnet Asset Management Inc.489,975$5.33M0.0%+406.9%0.099%
9/22/2026State Street Corp732,566$8.19M0.0%+17.8%0.149%
9/9/2026The Manufacturers Life Insurance Company41,418$450K0.0%+178.2%0.008%
9/9/2026Palogic Value Management L.P.172,238$1.87M0.4%+12.1%0.035%
9/9/2026Engineers Gate Manager LP69,992$761K0.0%-47.5%0.014%
9/9/2026Cidel Asset Management Inc.48,830$531K0.0%N/A0.010%
9/9/2026Concorde Asset Management LLC56,600$633K0.4%+312.7%0.011%
9/9/2026Integrated Wealth Concepts LLC15,477$168K0.0%-13.6%0.003%
9/9/2026NewEdge Advisors LLC151,979$1.65M0.0%+22.9%0.031%
9/9/2026Squarepoint Ops LLC72,829$792K0.0%-66.2%0.015%
9/8/2026Allworth Financial LP3,880$42K0.0%-27.7%0.001%
9/8/2026Waverly Advisors LLC31,673$344K0.0%N/A0.006%
8/27/2026Corient Private Wealth LP887,048$9.64M0.0%-29.7%0.180%
8/26/2026HighTower Advisors LLC1,132,180$12.31M0.0%-7.1%0.230%
8/24/2026Caz Investments LP1,633,305$17.75M3.4%+45.3%0.331%
8/23/2026VPR Management LLC52,407$570K0.2%+2.0%0.011%
8/23/2026Wedmont Private Capital23,818$261K0.0%+64.9%0.005%
8/23/2026HB Wealth Management LLC335,367$3.65M0.0%+5.6%0.068%
8/22/2026Compass Financial Management LLC63,295$688K0.1%N/A0.013%
8/22/2026NWF Advisory Services Inc.61,908$673K0.1%-30.2%0.013%
8/22/2026Concurrent Investment Advisors LLC44,247$481K0.0%-12.1%0.009%
8/21/2026Laidlaw Wealth Management LLC13,850$151K0.5%+24.3%0.003%
8/21/2026Triumph Capital Management27,235$296K0.1%+3.9%0.006%
8/20/2026BTG Pactual Asset Management US LLC23,668$257K0.0%+26.9%0.005%
8/20/2026Oarsman Capital Inc.10,000$109K0.0%-11.1%0.002%
8/20/2026Rivernorth Capital Management LLC1,192,576$12.96M0.6%-16.4%0.242%
8/20/2026Northwestern Mutual Wealth Management Co.17,470$190K0.0%-11.0%0.004%
8/20/2026Private Management Group Inc.4,056,747$44.10M1.2%+5.5%0.823%
8/20/2026Wedbush Securities Inc.100,451$1.09M0.0%+12.6%0.020%
8/20/2026Denali Advisors LLC429,166$4.67M0.5%-6.7%0.087%
8/19/2026Van ECK Associates Corp9,840,313$106.96M0.1%-13.1%1.995%
8/18/2026Pin Oak Investment Advisors Inc.8,818$96K0.0%N/A0.002%
8/18/2026Melia Wealth LLC778,167$8.46M4.9%-35.9%0.158%
8/17/2026Palogic Value Management L.P.172,238$1.87M0.6%+12.1%0.035%
8/3/2026BIP Wealth LLC13,927$151K0.0%N/A0.003%
8/3/2026Walleye Trading LLC24,458$266K0.0%N/A0.005%
7/10/2026Family Wealth Partners LLC88,380$961K0.3%+13.6%0.018%
7/10/2026Wealthcare Advisory Partners LLC21,515$234K0.0%-12.9%0.004%
7/9/2026Focus Financial Network Inc.10,819$118K0.0%N/A0.002%
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7/9/2026Pettinga Financial Advisors LLC386,416$4.20M0.7%+1.3%0.078%
7/9/2026Everhart Financial Group Inc.12,477$136K0.0%N/A0.003%
7/9/2026Hennion & Walsh Asset Management Inc.353,588$3.84M0.1%-5.7%0.071%
7/9/2026Valeo Financial Advisors LLC69,157$752K0.0%+4.8%0.014%
7/8/2026First Heartland Consultants Inc.17,329$188K0.0%N/A0.003%
7/8/2026FNY Investment Advisers LLC2,700$29K0.0%+440.0%0.001%
7/8/2026Attessa Capital LLC10,000$109K0.0%N/A0.002%
7/7/2026Avior Wealth Management LLC10,714$116K0.0%-31.3%0.002%
7/7/2026Prota Financial LLC525,192$5.67M3.7%+5.9%0.106%
7/7/2026Epiq Partners LLC537,635$5.84M2.5%-18.6%0.108%
7/7/2026Trinity Financial Advisors LLC1,121,592$12.54M3.2%+6.3%0.226%
7/1/2026Confluence Investment Management LLC263,324$2.86M0.0%+17.4%0.053%
6/3/2026Parallel Advisors LLC5,939$66K0.0%-40.2%0.001%
6/3/2026NewEdge Advisors LLC123,710$1.37M0.0%-57.6%0.025%
6/1/2026Concorde Asset Management LLC13,715$156K0.1%N/A0.003%
5/22/2026Verus Capital Partners LLC28,905$320K0.0%-44.0%0.006%
5/19/2026Bank of America Corp DE10,781,398$119.24M0.0%-11.4%2.172%
5/19/2026Arkadios Wealth Advisors496,640$5.49M0.1%+4.2%0.100%
5/18/2026Sunbelt Securities Inc.41,273$456K0.0%+82.4%0.008%
5/18/2026EverSource Wealth Advisors LLC8,159$90K0.0%+102.7%0.002%
5/18/2026Rivernorth Capital Management LLC1,426,822$15.78M0.8%+181.6%0.287%
5/18/2026Royal Bank of Canada5,934,384$65.63M0.0%-11.0%1.196%
5/18/2026Enstar Group LTD601,787$6.66M3.1%+2.9%0.121%
5/18/2026Evercore Wealth Management LLC49,800$551K0.0%+25.1%0.010%
5/16/2026Quantinno Capital Management LP198,843$2.20M0.0%-6.6%0.040%
5/16/2026Family Manage LLC93,148$1.03M0.1%+15.8%0.019%
5/15/2026Sona Asset Management US LLC886,000$9.80M0.2%N/A0.179%
5/15/2026Everest Financial Group LLC11,000$122K0.0%N/A0.002%
5/15/2026OMERS ADMINISTRATION Corp3,085,234$34.12M0.2%+71.3%0.622%
5/15/2026Callodine Capital Management LP450,000$4.98M0.3%+50.0%0.091%
5/15/2026FreeGulliver LLC12,384$137K0.1%-21.3%0.002%
5/15/2026Entropy Technologies LP19,594$217K0.0%-85.4%0.004%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund3,402$38K0.0%-97.1%0.001%
5/14/2026Alamar Capital Management LLC20,000$229K0.1%N/A0.004%
5/14/2026Lido Advisors LLC371,358$4.24M0.0%-30.2%0.075%
5/13/2026Cetera Investment Advisers316,490$3.50M0.0%-8.8%0.064%
5/13/2026NewEdge Wealth LLC758,426$8.39M0.1%+81.6%0.153%
5/8/2026Bulldog Investors LLP338,369$3.74M0.8%+42.0%0.068%
5/8/2026One Charles Private Wealth Services LLC10,028$111K0.0%-42.6%0.002%
5/8/2026Johnson Financial Group Inc.569,764$6.50M0.2%+43.0%0.115%
5/7/2026Parallel Advisors LLC5,939$66K0.0%-40.2%0.001%
5/7/2026Next Capital Management LLC1,418,819$15.79M4.8%+610.9%0.286%
5/6/2026Catalyst Capital Advisors LLC8,700$96K0.0%N/A0.002%
5/6/2026Independent Financial Group LLC174,018$1.93M0.1%N/A0.035%
5/6/2026Prosperity Consulting Group LLC20,333$225K0.0%-39.8%0.004%
5/5/2026Wealthfront Advisers LLC13,667$151K0.0%-52.7%0.003%
5/5/2026D.A. Davidson & CO.207,658$2.30M0.0%-12.5%0.042%
5/5/2026Bank of New York Mellon Corp157,390$1.74M0.0%+13.5%0.032%
5/5/2026Sanctuary Advisors LLC246,104$2.72M0.0%+6.4%0.050%
5/5/2026BlueChip Wealth Advisors LLC10,837$120K0.1%-29.8%0.002%
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5/5/2026Cornerstone Advisory LLC155,900$1.72M0.2%+36.7%0.031%
5/5/2026Avantax Planning Partners Inc.28,820$319K0.0%-8.2%0.006%
5/4/2026NWF Advisory Services Inc.88,675$981K0.1%-8.5%0.018%
5/4/2026Chicago Partners Investment Group LLC538,745$6.26M0.1%-1.7%0.108%
5/4/2026Uptick Partners LLC106,590$1.18M0.2%-10.8%0.021%
5/2/2026Diversify Wealth Management LLC118,420$1.34M0.0%+37.6%0.024%
5/1/2026Fifth Third Bancorp25,478$282K0.0%+2,447.8%0.005%
5/1/2026Sovran Advisors LLC19,370$227K0.0%N/A0.004%
5/1/2026Brown University1,524,863$16.87M16.6%-52.7%0.307%
5/1/2026Barnett & Company Inc.191,000$2.11M1.6%+53.8%0.038%


OBDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 533 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 480 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 58,977,805 shares in the last 24 months. This purchase volume represents approximately $712.20M in transactions.

Of the 188 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 28,639,318 shares in the last 24 months. This volume of shares sold represents approximately $346.19M in transactions.


Related Companies

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 10/1/2026. New 13F filings are added each quarter as they're published.
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