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Blue Owl Technology Finance (OTF) Institutional Ownership

Blue Owl Technology Finance logo
$11.14 -0.02 (-0.18%)
Closing price 03:59 PM Eastern
Extended Trading
$11.16 +0.02 (+0.22%)
As of 07:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Blue Owl Technology Finance (NYSE:OTF)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$379.85M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$16.57M
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Skip Chart & View Institutional Buying and Selling Data

OTF Institutional Buying and Selling by Quarter

Blue Owl Technology Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/14/2026 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%
4/25/2026 Keybank National Association OH11,954$148K0.0%N/A0.003%
4/23/2026 Catalina 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%
3/9/2026Corient Private Wealth LLC11,685$170K0.0%N/A0.003%
3/3/2026 Caitong International Asset Management Co. Ltd26,760$389K0.1%N/A0.006%
2/26/2026Alpine Global Management LLC130,271$1.89M0.3%+421.1%0.028%
2/19/2026 Invesco Ltd.210,265$3.06M0.0%N/A0.045%
2/19/2026Corient Private Wealth LLC11,685$170K0.0%N/A0.002%
2/18/2026Mercer Global Advisors Inc. ADV22,129$322K0.0%N/A0.005%
2/18/2026 Onyx Bridge Wealth Group LLC10,283$150K0.0%N/A0.002%
2/18/2026 EP Wealth Advisors LLC19,527$284K0.0%N/A0.004%
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2/18/2026NewEdge Advisors LLC17,078$248K0.0%N/A0.004%
2/18/2026XTX Topco Ltd104,518$1.52M0.0%+796.5%0.022%
2/18/2026 VestGen 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%
2/17/2026 Cetera 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%
2/17/2026 Jump 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%
2/17/2026 ExodusPoint Capital Management LP42,177$613K0.0%N/A0.009%
2/17/2026 Blair William & Co. IL14,807$215K0.0%+41.4%0.003%
2/17/2026Royal 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%
2/16/2026 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%
2/13/2026Ares 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%
2/13/2026Ieq 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%
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%
2/11/2026Cerity Partners LLC222,977$3.24M0.0%-1.1%0.048%
2/11/2026 LPL Financial LLC89,942$1.31M0.0%N/A0.019%
2/11/2026 Franklin Resources Inc.1,754,258$25.51M0.0%+155,006.8%0.374%
2/11/2026 JPMorgan Chase & Co.296,205$4.31M0.0%+441.1%0.063%
2/11/2026 Closed End Fund Advisors Inc.46,632$678K0.4%N/A0.010%
2/10/2026 Intellectus Partners LLC19,724$295K0.1%N/A0.004%
2/10/2026 Lido Advisors LLC14,545$208K0.0%+22.6%0.003%
2/10/2026Goldman Sachs Group Inc.149,006$2.17M0.0%N/A0.032%
2/10/2026 Caz Investments LP1,159,339$16.86M29.2%+72.2%0.247%
2/10/2026 SCS Capital Management LLC98,775$1.44M0.0%+106.5%0.021%
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2/10/2026 Elm Partners Management LLC21,985$320K0.0%+111.1%0.005%
2/10/2026 Orange County Employees Retirement System8,012,165$116.50M60.7%N/A1.710%
2/10/2026 Northwestern Mutual Wealth Management Co.14,439$210K0.0%N/A0.003%
2/9/2026 Clearstead Advisors LLC8,500$124K0.0%N/A0.002%
2/6/2026 Americana Partners LLC11,982$174K0.0%N/A0.003%
2/6/2026Global Retirement Partners LLC45,112$656K0.0%+201.0%0.010%
2/6/2026 Cullen Frost Bankers Inc.15,530$226K0.0%N/A0.003%
2/6/2026 HighTower Advisors LLC136,812$1.99M0.0%+151.1%0.029%
2/5/2026 Requisite Capital Management LLC674,624$10.08M1.9%+141.2%0.144%
2/5/2026 Stephens Inc. AR565,354$8.22M0.1%N/A0.121%


OTF Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of Blue Owl Technology Finance. The most heavily invested institutionals were Orange County Employees Retirement System ($116.50M), Cliffwater LLC ($85.92M), Capricorn Investment Group LLC ($78.92M), Rivernorth Capital Management LLC ($28.13M), Franklin Resources Inc. ($25.51M), Caz Investments LP ($16.86M), and Ares Management LLC ($16.58M).Learn more on Blue Owl Technology Finance's institutional investors.

Of the 104 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: Orange County Employees Retirement System ($8.01M), Capricorn Investment Group LLC ($5.44M), Franklin Resources Inc. ($1.75M), Rivernorth Capital Management LLC ($1.53M), Stephens Inc. AR ($890.86K), OMERS ADMINISTRATION Corp ($723.79K), and Ares Management LLC ($601.10K).

Institutional investors have bought a total of 26,456,757 shares in the last 24 months. This purchase volume represents approximately $379.85M 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), TrueMark Investments LLC ($5.29K), HRT Financial LP ($5.20K), and Cerity Partners LLC ($2.51K).

Institutional investors have sold a total of 1,140,570 shares in the last 24 months. This volume of shares sold represents approximately $16.57M in transactions.


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This page (NYSE:OTF) was last updated on 5/15/2026 by MarketBeat.com Staff.
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