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Blue Owl Technology Finance (OTF) Institutional Ownership

Blue Owl Technology Finance logo
$11.39 +0.09 (+0.80%)
As of 08/28/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Blue Owl Technology Finance (NYSE:OTF)

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$687.41M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$16.64M
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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
8/27/2026 Corient Private Wealth LP96,563$999K0.0%+219.7%0.021%
8/21/2026 Integrity Financial Corp WA11,468$123K0.1%N/A0.003%
8/21/2026 Requisite Capital Management LLC1,885,709$20.27M3.4%+50.8%0.412%
8/19/2026 Wellington Management Group LLP1,127,145$11.67M0.0%N/A0.246%
8/14/2026 Laura & John Arnold Foundation1,200,000$12.42M3.8%N/A0.262%
7/9/2026 Pettinga Financial Advisors LLC381,161$3.95M0.6%+10.9%0.082%
7/9/2026 Hennion & Walsh Asset Management Inc.58,210$602K0.0%+161.3%0.013%
7/7/2026 Prota Financial LLC87,842$936K0.6%+46.8%0.019%
7/1/2026 Confluence Investment Management LLC31,100$322K0.0%N/A0.007%
7/1/2026 PVG Asset Management Corp55,746$577K0.3%-10.3%0.012%
6/16/2026 PVG Asset Management Corp62,156$770K0.5%N/A0.013%
6/3/2026 NewEdge Advisors LLC63,378$785K0.0%+271.1%0.014%
5/19/2026 Bank of America Corp DE1,098,349$13.61M0.0%+54.5%0.237%
5/19/2026 Ashton Thomas Securities LLC16,153$200K0.0%N/A0.003%
5/19/2026 Pine Ridge Advisers LLC1,022,732$12.67M0.8%+100.0%0.221%
5/18/2026 California State Teachers Retirement System20,222,455$250.56M0.3%N/A4.371%
5/18/2026 Rivernorth Capital Management LLC2,176,269$26.96M1.4%+12.5%0.470%
5/18/2026 Royal Bank of Canada826,317$10.24M0.0%+179.0%0.179%
5/16/2026 The Manufacturers Life Insurance Company109,811$1.36M0.0%+753.8%0.024%
5/16/2026 Quantinno Capital Management LP14,851$184K0.0%N/A0.003%
5/15/2026 OMERS ADMINISTRATION Corp739,927$9.17M0.1%+96.7%0.160%
5/15/2026 Callodine Capital Management LP175,000$2.17M0.2%N/A0.038%
5/14/2026 Lido Advisors LLC24,892$318K0.0%+71.1%0.005%
5/14/2026 Forefront Analytics LLC29,654$367K0.3%N/A0.006%
5/13/2026 NewEdge Wealth LLC74,555$924K0.0%+6.6%0.016%
5/8/2026 Bulldog Investors LLP675,861$8.37M1.9%+9.7%0.146%
5/6/2026 Angeles Wealth Management LLC12,950$166K0.0%N/A0.003%
5/6/2026 Independent Financial Group LLC38,600$478K0.0%N/A0.008%
5/5/2026 Bank of New York Mellon Corp145,153$1.80M0.0%+16.7%0.031%
5/5/2026 Sanctuary Advisors LLC283,099$3.51M0.0%+89.5%0.061%
5/2/2026 Diversify Wealth Management LLC155,697$1.93M0.0%+871.9%0.034%
4/30/2026 Kestra Advisory Services LLC12,241$152K0.0%+39.1%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.258,474$3.20M0.0%N/A0.056%
4/28/2026 Kathmere Capital Management LLC14,686$182K0.0%N/A0.003%
4/28/2026 Abel Hall LLC10,000$124K0.0%N/A0.002%
4/28/2026 Whittier Trust Co.63,967$725K0.0%+4,764.4%0.014%
4/28/2026 Stephens Inc. AR890,862$11.04M0.1%+57.6%0.193%
4/27/2026 World Investment Advisors429,025$5.32M0.1%+212.4%0.093%
4/27/2026 Private Advisor Group LLC23,771$295K0.0%+113.8%0.005%
4/27/2026 Elevation Point Wealth Partners LLC80,140$1.03M0.0%+182.8%0.017%
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4/25/2026 Keybank National Association OH11,954$148K0.0%N/A0.003%
4/23/2026Catalina Capital Group LLC32,065$397K0.2%+95.4%0.007%
4/23/2026 Apollon Wealth Management LLC106,976$1.33M0.0%+47.0%0.023%
4/22/2026 Janney Montgomery Scott LLC33,321$413K0.0%+31.6%0.007%
4/22/2026 Onyx Bridge Wealth Group LLC20,145$250K0.0%+95.9%0.004%
4/21/2026 Laurel Oak Wealth Management LLC51,197$634K0.1%+21.4%0.011%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC43,229$536K0.0%N/A0.009%
4/20/2026 Blue Trust Inc.234,783$2.91M0.0%+85.0%0.051%
4/20/2026 TrueMark Investments LLC39,713$492K0.1%-11.7%0.009%
4/20/2026 Tranquility Partners LLC26,910$333K0.1%+86.4%0.006%
3/17/2026 Rockefeller Capital Management L.P.624,044$9.07M0.0%+34.2%0.134%
3/13/2026 World Investment Advisors137,343$2.00M0.0%+51.4%0.030%
3/9/2026 Corient Private Wealth LLC11,685$170K0.0%N/A0.003%
3/3/2026 Caitong International Asset Management Co. Ltd26,760$389K0.1%N/A0.006%
2/26/2026 Alpine Global Management LLC130,271$1.89M0.3%+421.1%0.028%
2/19/2026 Invesco Ltd.210,265$3.06M0.0%N/A0.045%
2/19/2026 Corient Private Wealth LLC11,685$170K0.0%N/A0.002%
2/18/2026 Mercer Global Advisors Inc. ADV22,129$322K0.0%N/A0.005%
2/18/2026 Onyx Bridge Wealth Group LLC10,283$150K0.0%N/A0.002%
2/18/2026 EP Wealth Advisors LLC19,527$284K0.0%N/A0.004%
2/18/2026 NewEdge Advisors LLC17,078$248K0.0%N/A0.004%
2/18/2026 XTX Topco Ltd104,518$1.52M0.0%+796.5%0.022%
2/18/2026 VestGen Advisors LLC32,650$475K0.0%N/A0.007%
2/18/2026 Tudor Investment Corp ET AL32,296$470K0.0%N/A0.007%
2/18/2026 Rivernorth Capital Management LLC1,934,726$28.13M1.3%+374.2%0.413%
2/18/2026 Millennium Management LLC511,249$7.43M0.0%-49.9%0.109%
2/18/2026 Balyasny Asset Management L.P.168,488$2.45M0.0%N/A0.036%
2/17/2026 Cetera Investment Advisers35,917$522K0.0%N/A0.008%
2/17/2026 Pine Ridge Advisers LLC511,364$7.44M0.4%+216.7%0.109%
2/17/2026 Trexquant Investment LP17,900$260K0.0%N/A0.004%
2/17/2026 Wealth Architects LLC11,512$167K0.0%N/A0.002%
2/17/2026 Jump Financial LLC329,200$4.79M0.1%N/A0.070%
2/17/2026 Price T Rowe Associates Inc. MD396,454$5.77M0.0%+144.4%0.085%
2/17/2026 Osaic Holdings Inc.15,194$221K0.0%+329.2%0.003%
2/17/2026 Capricorn Investment Group LLC5,440,791$78.92M9.6%N/A1.161%
2/17/2026 ExodusPoint Capital Management LP42,177$613K0.0%N/A0.009%
2/17/2026 Blair William & Co. IL14,807$215K0.0%+41.4%0.003%
2/17/2026 Royal Bank of Canada296,132$4.31M0.0%+75.1%0.063%
2/16/2026 Squarepoint Ops LLC23,549$342K0.0%N/A0.005%
2/16/2026 OMERS ADMINISTRATION Corp376,192$5.47M0.0%+2,231.8%0.080%
2/16/2026 Mariner LLC56,624$823K0.0%N/A0.012%
2/16/2026 Fort Point Capital Partners LLC22,740$330K0.0%+65.7%0.005%
2/13/2026 Kestra Advisory Services LLC8,798$128K0.0%N/A0.002%
2/13/2026 Stifel Financial Corp48,903$711K0.0%N/A0.010%
2/13/2026 Ares Management LLC1,140,168$16.58M0.8%+111.5%0.243%
2/13/2026 Bulldog Investors LLP615,848$8.95M2.0%+58.0%0.131%
2/13/2026 Ieq Capital LLC238,863$3.47M0.0%+151.6%0.051%
2/13/2026 Wells Fargo & Company MN72,797$1.06M0.0%+4,230.6%0.016%
2/12/2026 Laurel Oak Wealth Management LLC42,184$613K0.1%N/A0.009%
2/12/2026 Jane Street Group LLC209,497$3.05M0.0%-70.5%0.045%
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2/12/2026 HRT Financial LP23,950$348K0.0%-17.8%0.005%
2/12/2026 Cliffwater LLC5,908,955$85.92M18.0%-0.3%1.261%
2/12/2026 North Ground Capital271,645$3.95M2.0%-27.6%0.058%
2/12/2026 Commonwealth Equity Services LLC28,105$409K0.0%+99.9%0.006%
2/12/2026 Renaissance Technologies LLC110,361$1.61M0.0%N/A0.024%
2/12/2026 Pettinga Financial Advisors LLC261,400$3.80M0.7%+68.5%0.056%
2/12/2026 Elevation Point Wealth Partners LLC28,339$423K0.0%N/A0.006%
2/12/2026 Steward Partners Investment Advisory LLC63,220$919K0.0%+157.6%0.013%
2/12/2026 Founders Financial Alliance LLC26,969$392K0.1%N/A0.006%
2/11/2026 Janney Montgomery Scott LLC25,311$368K0.0%N/A0.005%


OTF Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 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 117 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 51,759,245 shares in the last 24 months. This purchase volume represents approximately $687.41M in transactions.

The following institutional investors have sold Blue Owl Technology Finance stock in the last 24 months: Millennium Management LLC ($509.42K), Jane Street Group LLC ($499.81K), North Ground Capital ($103.36K), Cliffwater LLC ($15K), PVG Asset Management Corp ($6.41K), TrueMark Investments LLC ($5.29K), and HRT Financial LP ($5.20K).

Institutional investors have sold a total of 1,146,980 shares in the last 24 months. This volume of shares sold represents approximately $16.64M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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