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Blue Owl Technology Finance (OTF) Institutional Ownership

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$9.35 -0.05 (-0.48%)
Closing price 03:59 PM Eastern
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$9.48 +0.14 (+1.46%)
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Institutional Ownership Changes (13F Filings) for Blue Owl Technology Finance (NYSE:OTF)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$688.89M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$16.85M
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OTF Institutional Buying and Selling by Quarter

Blue Owl Technology Finance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Confluence Investment Management LLC105,688$1.04M0.0%+239.8%0.023%
9/9/2026Engineers Gate Manager LP30,931$320K0.0%N/A0.007%
9/9/2026Pinnacle Wealth Management Advisory Group LLC44,161$457K0.0%+2.2%0.010%
9/9/2026NorthRock Partners LLC80,772$836K0.0%-1.3%0.018%
9/9/2026Integrated Wealth Concepts LLC34,870$361K0.0%+206.9%0.008%
9/9/2026NewEdge Advisors LLC46,948$486K0.0%-25.9%0.010%
9/9/2026Squarepoint Ops LLC21,236$220K0.0%-12.2%0.005%
9/8/2026Paragon Capital Management Ltd16,314$169K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP96,563$999K0.0%+219.7%0.021%
8/21/2026Integrity Financial Corp WA11,468$123K0.1%N/A0.003%
8/21/2026Requisite Capital Management LLC1,885,709$20.27M3.4%+50.8%0.412%
8/19/2026Wellington Management Group LLP1,127,145$11.67M0.0%N/A0.246%
8/14/2026Laura & John Arnold Foundation1,200,000$12.42M3.8%N/A0.262%
7/9/2026Pettinga Financial Advisors LLC381,161$3.95M0.6%+10.9%0.082%
7/9/2026Hennion & Walsh Asset Management Inc.58,210$602K0.0%+161.3%0.013%
7/7/2026Prota Financial LLC87,842$936K0.6%+46.8%0.019%
7/1/2026 Confluence Investment Management LLC31,100$322K0.0%N/A0.007%
7/1/2026PVG Asset Management Corp55,746$577K0.3%-10.3%0.012%
6/16/2026PVG Asset Management Corp62,156$770K0.5%N/A0.013%
6/3/2026NewEdge Advisors LLC63,378$785K0.0%+271.1%0.014%
5/19/2026Bank of America Corp DE1,098,349$13.61M0.0%+54.5%0.237%
5/19/2026Ashton Thomas Securities LLC16,153$200K0.0%N/A0.003%
5/19/2026Pine Ridge Advisers LLC1,022,732$12.67M0.8%+100.0%0.221%
5/18/2026California State Teachers Retirement System20,222,455$250.56M0.3%N/A4.371%
5/18/2026Rivernorth Capital Management LLC2,176,269$26.96M1.4%+12.5%0.470%
5/18/2026Royal Bank of Canada826,317$10.24M0.0%+179.0%0.179%
5/16/2026The Manufacturers Life Insurance Company109,811$1.36M0.0%+753.8%0.024%
5/16/2026Quantinno Capital Management LP14,851$184K0.0%N/A0.003%
5/15/2026OMERS ADMINISTRATION Corp739,927$9.17M0.1%+96.7%0.160%
5/15/2026Callodine Capital Management LP175,000$2.17M0.2%N/A0.038%
5/14/2026Lido Advisors LLC24,892$318K0.0%+71.1%0.005%
5/14/2026Forefront Analytics LLC29,654$367K0.3%N/A0.006%
5/13/2026NewEdge Wealth LLC74,555$924K0.0%+6.6%0.016%
5/8/2026Bulldog Investors LLP675,861$8.37M1.9%+9.7%0.146%
5/6/2026Angeles Wealth Management LLC12,950$166K0.0%N/A0.003%
5/6/2026Independent Financial Group LLC38,600$478K0.0%N/A0.008%
5/5/2026Bank of New York Mellon Corp145,153$1.80M0.0%+16.7%0.031%
5/5/2026Sanctuary Advisors LLC283,099$3.51M0.0%+89.5%0.061%
5/2/2026Diversify Wealth Management LLC155,697$1.93M0.0%+871.9%0.034%
4/30/2026Kestra Advisory Services LLC12,241$152K0.0%+39.1%0.003%
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4/30/2026Sumitomo Mitsui Trust Group Inc.258,474$3.20M0.0%N/A0.056%
4/28/2026Kathmere Capital Management LLC14,686$182K0.0%N/A0.003%
4/28/2026Abel Hall LLC10,000$124K0.0%N/A0.002%
4/28/2026Whittier Trust Co.63,967$725K0.0%+4,764.4%0.014%
4/28/2026Stephens Inc. AR890,862$11.04M0.1%+57.6%0.193%
4/27/2026World Investment Advisors429,025$5.32M0.1%+212.4%0.093%
4/27/2026Private Advisor Group LLC23,771$295K0.0%+113.8%0.005%
4/27/2026Elevation Point Wealth Partners LLC80,140$1.03M0.0%+182.8%0.017%
4/25/2026Keybank National Association OH11,954$148K0.0%N/A0.003%
4/23/2026Catalina Capital Group LLC32,065$397K0.2%+95.4%0.007%
4/23/2026Apollon Wealth Management LLC106,976$1.33M0.0%+47.0%0.023%
4/22/2026Janney Montgomery Scott LLC33,321$413K0.0%+31.6%0.007%
4/22/2026Onyx Bridge Wealth Group LLC20,145$250K0.0%+95.9%0.004%
4/21/2026Laurel Oak Wealth Management LLC51,197$634K0.1%+21.4%0.011%
4/21/2026Pinnacle Wealth Management Advisory Group LLC43,229$536K0.0%N/A0.009%
4/20/2026Blue Trust Inc.234,783$2.91M0.0%+85.0%0.051%
4/20/2026TrueMark Investments LLC39,713$492K0.1%-11.7%0.009%
4/20/2026Tranquility Partners LLC26,910$333K0.1%+86.4%0.006%
3/17/2026Rockefeller Capital Management L.P.624,044$9.07M0.0%+34.2%0.134%
3/13/2026World Investment Advisors137,343$2.00M0.0%+51.4%0.030%
3/9/2026Corient Private Wealth LLC11,685$170K0.0%N/A0.003%
3/3/2026Caitong International Asset Management Co. Ltd26,760$389K0.1%N/A0.006%
2/26/2026Alpine Global Management LLC130,271$1.89M0.3%+421.1%0.028%
2/19/2026Invesco Ltd.210,265$3.06M0.0%N/A0.045%
2/19/2026Corient Private Wealth LLC11,685$170K0.0%N/A0.002%
2/18/2026Mercer Global Advisors Inc. ADV22,129$322K0.0%N/A0.005%
2/18/2026Onyx Bridge Wealth Group LLC10,283$150K0.0%N/A0.002%
2/18/2026EP Wealth Advisors LLC19,527$284K0.0%N/A0.004%
2/18/2026NewEdge Advisors LLC17,078$248K0.0%N/A0.004%
2/18/2026XTX Topco Ltd104,518$1.52M0.0%+796.5%0.022%
2/18/2026VestGen Advisors LLC32,650$475K0.0%N/A0.007%
2/18/2026Tudor Investment Corp ET AL32,296$470K0.0%N/A0.007%
2/18/2026Rivernorth Capital Management LLC1,934,726$28.13M1.3%+374.2%0.413%
2/18/2026Millennium Management LLC511,249$7.43M0.0%-49.9%0.109%
2/18/2026Balyasny Asset Management L.P.168,488$2.45M0.0%N/A0.036%
2/17/2026Cetera Investment Advisers35,917$522K0.0%N/A0.008%
2/17/2026Pine Ridge Advisers LLC511,364$7.44M0.4%+216.7%0.109%
2/17/2026Trexquant Investment LP17,900$260K0.0%N/A0.004%
2/17/2026Wealth Architects LLC11,512$167K0.0%N/A0.002%
2/17/2026Jump Financial LLC329,200$4.79M0.1%N/A0.070%
2/17/2026Price T Rowe Associates Inc. MD396,454$5.77M0.0%+144.4%0.085%
2/17/2026Osaic Holdings Inc.15,194$221K0.0%+329.2%0.003%
2/17/2026Capricorn Investment Group LLC5,440,791$78.92M9.6%N/A1.161%
2/17/2026ExodusPoint Capital Management LP42,177$613K0.0%N/A0.009%
2/17/2026Blair William & Co. IL14,807$215K0.0%+41.4%0.003%
2/17/2026Royal Bank of Canada296,132$4.31M0.0%+75.1%0.063%
2/16/2026Squarepoint Ops LLC23,549$342K0.0%N/A0.005%
2/16/2026OMERS ADMINISTRATION Corp376,192$5.47M0.0%+2,231.8%0.080%
2/16/2026Mariner LLC56,624$823K0.0%N/A0.012%
2/16/2026Fort Point Capital Partners LLC22,740$330K0.0%+65.7%0.005%
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2/13/2026Kestra Advisory Services LLC8,798$128K0.0%N/A0.002%
2/13/2026Stifel Financial Corp48,903$711K0.0%N/A0.010%
2/13/2026Ares Management LLC1,140,168$16.58M0.8%+111.5%0.243%
2/13/2026Bulldog Investors LLP615,848$8.95M2.0%+58.0%0.131%
2/13/2026Ieq Capital LLC238,863$3.47M0.0%+151.6%0.051%
2/13/2026Wells Fargo & Company MN72,797$1.06M0.0%+4,230.6%0.016%
2/12/2026Laurel Oak Wealth Management LLC42,184$613K0.1%N/A0.009%
2/12/2026Jane Street Group LLC209,497$3.05M0.0%-70.5%0.045%
2/12/2026HRT Financial LP23,950$348K0.0%-17.8%0.005%
2/12/2026Cliffwater LLC5,908,955$85.92M18.0%-0.3%1.261%


OTF Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 institutional investors and hedge funds held shares of Blue Owl Technology Finance. The most heavily invested institutionals were California State Teachers Retirement System ($250.56M), Orange County Employees Retirement System ($116.50M), Cliffwater LLC ($85.92M), Capricorn Investment Group LLC ($78.92M), Rivernorth Capital Management LLC ($26.96M), Franklin Resources Inc. ($25.51M), and Requisite Capital Management LLC ($20.27M).Learn more on Blue Owl Technology Finance's institutional investors.

Of the 120 institutional investors that purchased Blue Owl Technology Finance's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: California State Teachers Retirement System ($20.22M), Orange County Employees Retirement System ($8.01M), Capricorn Investment Group LLC ($5.44M), Rivernorth Capital Management LLC ($1.77M), Franklin Resources Inc. ($1.75M), Laura & John Arnold Foundation ($1.20M), and Wellington Management Group LLP ($1.13M).

Institutional investors have bought a total of 51,905,519 shares in the last 24 months. This purchase volume represents approximately $688.89M in transactions.

Of the 11 institutional investors that sold Blue Owl Technology Finance's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($509.42K), Jane Street Group LLC ($499.81K), North Ground Capital ($103.36K), NewEdge Advisors LLC ($16.43K), Cliffwater LLC ($15K), PVG Asset Management Corp ($6.41K), and TrueMark Investments LLC ($5.29K).

Institutional investors have sold a total of 1,167,401 shares in the last 24 months. This volume of shares sold represents approximately $16.85M in transactions.



Institutional ownership data for NYSE:OTF 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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