Blue Owl Capital (OBDC) Institutional Ownership

$15.90
-0.05 (-0.31%)
(As of 04/30/2024 ET)

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

Current
Institutional Ownership
Percentage
42.83%
Number of
Institutional Buyers
(last 12 months)
195
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$6.40M
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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
4/30/2024Private Advisor Group LLC142,002$2.18M0.0%-0.7%0.036%
4/30/2024Hartline Investment Corp15,759$242K0.0%N/A0.004%
4/30/2024Van ECK Associates Corp8,150,533$125.36M0.2%+19.4%2.091%
4/30/2024HB Wealth Management LLC329,369$5.07M0.1%-8.4%0.085%
4/30/2024Turtle Creek Wealth Advisors LLC17,437$268K0.1%N/A0.004%
4/30/2024SpiderRock Advisors LLC24,741$377K0.0%N/A0.006%
4/30/2024Arkadios Wealth Advisors22,355$344K0.0%-5.3%0.006%
4/30/2024 Caprock Group LLC28,162$443K0.0%+3.8%0.007%
4/29/2024Commonwealth Equity Services LLC702,780$10.81M0.0%+13.5%0.180%
4/26/2024 Prairiewood Capital LLC185,191$2.85M1.3%+14.9%0.048%
4/26/2024 Chicago Partners Investment Group LLC484,470$7.63M0.3%+11.4%0.124%
4/26/2024 Latitude Advisors LLC10,095$155K0.1%N/A0.003%
4/25/2024 Carmel Capital Partners LLC128,896$1.98M0.8%+11.6%0.033%
4/25/2024 Triumph Capital Management32,675$499K0.2%-4.5%0.008%
4/25/2024 GFS Advisors LLC54,935$845K0.1%+102.8%0.014%
4/25/2024 Valeo Financial Advisors LLC65,000$1.03M0.0%N/A0.017%
4/25/2024 Cambridge Investment Research Advisors Inc.338,795$5.21M0.0%+4.4%0.087%
4/24/2024 Demars Financial Group LLC29,166$449K0.2%-20.8%0.007%
4/24/2024 Simplicity Wealth LLC17,564$270K0.0%N/A0.005%
4/23/2024 Global Retirement Partners LLC11,642$179K0.0%-14.4%0.003%
4/23/2024 Sage Mountain Advisors LLC25,990$400K0.0%N/A0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.652,007$10.03M0.0%-2.7%0.167%
4/22/2024 Raymond James & Associates831,716$12.79M0.0%-3.8%0.213%
4/22/2024 Strategies Wealth Advisors LLC27,520$423K0.1%+2.8%0.007%
4/19/2024 Abundance Wealth Counselors29,568$455K0.1%+3.9%0.008%
4/19/2024 Valeo Financial Advisors LLC65,000$1M0.0%N/A0.017%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.753,430$11.59M0.0%+5.6%0.193%
4/18/2024 SeaCrest Wealth Management LLC87,893$1.35M0.2%+81.5%0.023%
4/18/2024 Naviter Wealth LLC277,209$4.37M0.7%+1,373.8%0.071%
4/18/2024 Measured Wealth Private Client Group LLC20,334$313K0.1%N/A0.005%
4/18/2024 CAP Partners LLC13,341$205K0.2%N/A0.003%
4/18/2024 Mirador Capital Partners LP27,182$418K0.1%+13.5%0.007%
4/18/2024 Pettinga Financial Advisors LLC719,998$11.07M2.8%-9.6%0.185%
4/18/2024 SteelPeak Wealth LLC20,001$314K0.0%N/A0.005%
4/17/2024 Winthrop Advisory Group LLC28,972$446K0.1%-59.5%0.007%
4/17/2024 Trinity Financial Advisors LLC664,595$10.22M4.6%-20.9%0.171%
4/17/2024 Hennion & Walsh Asset Management Inc.226,574$3.49M0.2%-10.7%0.058%
4/16/2024 Register Financial Advisors LLC10,172$156K0.1%+135.6%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC51,159$787K0.0%N/A0.013%
4/15/2024 Epiq Partners LLC268,050$4.12M2.7%N/A0.069%
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4/15/2024 Wealthcare Advisory Partners LLC24,795$381K0.0%+3.8%0.006%
4/15/2024 DGS Capital Management LLC12,170$187K0.1%N/A0.003%
4/15/2024 Kingswood Wealth Advisors LLC127,195$1.96M0.2%+4.8%0.033%
4/15/2024 Sound Income Strategies LLC2,603,592$40.04M3.0%+5.8%0.668%
4/12/2024 Global Assets Advisory LLC15,280$235K0.0%N/A0.004%
4/12/2024 GP Brinson Investments LLC255,381$3.93M1.7%N/A0.066%
4/12/2024 Westend Capital Management LLC3,625$56K0.0%N/A0.001%
4/11/2024 Salem Investment Counselors Inc.332,540$5.27M0.2%+6.8%0.085%
4/11/2024 First Affirmative Financial Network17,401$268K0.2%+9.2%0.004%
4/10/2024 Melia Wealth LLC899,130$13.83M7.8%N/A0.231%
4/1/2024 Confluence Investment Management LLC198,966$3.06M0.0%N/A0.051%
3/28/2024 Newbridge Financial Services Group Inc.2,603$38K0.0%N/A0.001%
3/26/2024HighPoint Advisor Group LLC82,052$1.26M0.1%N/A0.021%
3/25/2024Quadrature Capital Ltd22,319$330K0.0%N/A0.006%
3/22/2024PNC Financial Services Group Inc.46,332$684K0.0%N/A0.012%
3/15/2024BlueChip Wealth Advisors LLC27,740$409K0.3%N/A0.007%
3/15/2024B. Riley Wealth Advisors Inc.32,809$496K0.0%N/A0.008%
3/4/2024Tucker Asset Management LLC5,506$81K0.0%N/A0.001%
3/1/2024Goldman Sachs Group Inc.1,098,035$16.21M0.0%N/A0.282%
2/23/2024 Chicago Partners Investment Group LLC434,850$6.55M0.3%N/A0.112%
2/16/2024Oarsman Capital Inc.102,564$1.51M0.4%N/A0.026%
2/15/2024Palogic Value Management L.P.87,230$1.29M0.6%N/A0.022%
2/15/2024Chilton Investment Co. Inc.31,912$471K0.0%N/A0.008%
2/14/2024Greenwich Investment Management Inc.140,390$2.07M1.6%N/A0.036%
2/14/2024Cruiser Capital Advisors LLC15,000$221K0.3%N/A0.004%
2/14/2024Muzinich & Co. Inc.733,934$10.83M7.2%N/A0.188%
2/14/2024Partners Group Holding AG407,693$6.02M0.7%N/A0.105%
2/14/2024TMD Wealth Management LLC17,400$257K0.1%N/A0.004%
2/14/2024Beacon Investment Advisors LLC122,952$1.82M1.2%N/A0.032%
2/13/2024Stephens Inc. AR3,087,719$45.58M0.8%N/A0.792%
2/13/2024Oppenheimer & Co. Inc.454,719$6.71M0.1%N/A0.117%
2/13/2024Edge Capital Group LLC717,844$10.60M0.6%N/A0.184%
2/13/2024Bard Associates Inc.73,360$1.11M0.4%N/A0.019%
2/13/2024Prevail Innovative Wealth Advisors LLC151,055$2.23M1.1%N/A0.039%
2/12/2024Alpha DNA Investment Management LLC16,092$238K0.1%N/A0.004%
2/12/2024Tradition Wealth Management LLC130,172$1.92M0.2%N/A0.033%
2/12/2024Condor Capital Management375,186$5.54M0.6%N/A0.096%
2/12/2024Dorsey & Whitney Trust CO LLC10,000$148K0.0%N/A0.003%
2/12/2024Olympiad Research LP14,068$208K0.2%N/A0.004%
2/12/2024Innealta Capital LLC12,266$181K0.1%N/A0.003%
2/12/2024Stifel Financial Corp903,327$13.33M0.0%N/A0.232%
2/12/2024Steward Partners Investment Advisory LLC163,581$2.41M0.0%N/A0.042%
2/12/2024Edmond DE Rothschild Holding S.A.3,874$57K0.0%N/A0.001%
2/12/2024IPG Investment Advisors LLC38,737$585K0.1%N/A0.010%
2/12/2024Parallel Advisors LLC9,500$140K0.0%N/A0.002%
2/12/2024Heritage Wealth Advisors2,200$32K0.0%N/A0.001%
2/12/2024Cape Investment Advisory Inc.6,604$97K0.0%N/A0.002%
2/9/2024Johnson Financial Group Inc.1,299,424$19.64M1.1%N/A0.333%
2/9/2024Nomura Asset Management Co. Ltd.9,803$145K0.0%N/A0.003%
2/9/2024Eagle Global Advisors LLC84,655$1.25M0.1%N/A0.022%
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2/9/2024 Congress Wealth Management LLC DE 65,222$963K0.0%N/A0.017%
2/9/2024Avantax Planning Partners Inc.86,778$1.28M0.0%N/A0.022%
2/9/2024 Cambridge Investment Research Advisors Inc.324,406$4.79M0.0%N/A0.083%
2/9/2024Aigen Investment Management LP58,796$868K0.2%N/A0.015%
2/9/2024Keystone Financial Group15,208$224K0.0%N/A0.004%
2/9/2024Yarra Square Partners LP47,000$694K0.7%N/A0.012%
2/9/2024Trexquant Investment LP43,303$639K0.0%N/A0.011%
2/9/2024Corient Private Wealth LLC1,006,778$14.92M0.0%N/A0.258%
2/9/2024D.A. Davidson & CO.287,577$4.25M0.0%N/A0.074%
2/9/2024Wells Fargo & Company MN804,646$11.88M0.0%N/A0.206%
(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, 196 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), Regents of The University of California ($258.42M), Van ECK Associates Corp ($125.36M), Transcend Capital Advisors LLC ($56.35M), LSV Asset Management ($51.20M), Hamilton Lane Advisors LLC ($48.00M), and Stephens Inc. AR ($45.58M).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 195 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), Van ECK Associates Corp ($8.15M), Transcend Capital Advisors LLC ($3.82M), LSV Asset Management ($3.47M), Hamilton Lane Advisors LLC ($3.25M), and Stephens Inc. AR ($3.09M).

How much institutional buying is happening at Blue Owl Capital?

Institutional investors have bought a total of 97,871,948 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

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

Of the 12 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: Trinity Financial Advisors LLC ($175.21K), Pettinga Financial Advisors LLC ($76.23K), Winthrop Advisory Group LLC ($42.63K), Raymond James & Associates ($33.12K), HB Wealth Management LLC ($30.20K), Hennion & Walsh Asset Management Inc. ($27.27K), and Raymond James Financial Services Advisors Inc. ($18.32K).

How much institutional selling is happening at Blue Owl Capital?

Institutional investors have sold a total of 416,414 shares in the last 24 months. This volume of shares sold represents approximately $6.40M in transactions.


This page (NYSE:OBDC) was last updated on 5/1/2024 by MarketBeat.com Staff

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