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Blue Owl Technology Finance (OTF) Institutional Ownership

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$11.50 -0.21 (-1.75%)
As of 02:30 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)
113
Total
Institutional Inflows
(last 12 months)
$655.96M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/3/2026NewEdge 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%
5/19/2026 Ashton 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 Company 109,811$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%
5/14/2026 Lido 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%
5/6/2026 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%
5/5/2026Sanctuary 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%
4/27/2026World Investment Advisors429,025$5.32M0.1%+212.4%0.093%
4/27/2026 Private Advisor Group LLC23,771$295K0.0%+113.8%0.005%
4/27/2026Elevation 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%
4/23/2026Catalina 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%
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The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.tc pixel

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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%
3/17/2026Rockefeller 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%
3/3/2026 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%
2/19/2026Invesco 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%
2/18/2026 Onyx 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%
2/17/2026 Wealth 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%
2/13/2026 Kestra 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%
2/12/2026 Laurel 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%
2/12/2026North Ground Capital271,645$3.95M2.0%-27.6%0.058%
2/12/2026 Commonwealth Equity Services LLC28,105$409K0.0%+99.9%0.006%
2/12/2026Renaissance Technologies LLC110,361$1.61M0.0%N/A0.024%
It’s not about Greenland (Ad)

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.tc pixel

Watch the full documentary before December's economic summit in Miami
2/12/2026 Pettinga Financial Advisors LLC261,400$3.80M0.7%+68.5%0.056%
2/12/2026Elevation Point Wealth Partners LLC28,339$423K0.0%N/A0.006%
2/12/2026Steward 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%
2/11/2026Franklin Resources Inc.1,754,258$25.51M0.0%+155,006.8%0.374%
2/11/2026JPMorgan 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%


OTF Institutional Ownership - Frequently Asked Questions

During the previous two years, 119 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 Caz Investments LP ($16.86M).Learn more on Blue Owl Technology Finance's institutional investors.

Of the 113 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), Stephens Inc. AR ($890.86K), and Pine Ridge Advisers LLC ($861.25K).

Institutional investors have bought a total of 48,718,738 shares in the last 24 months. This purchase volume represents approximately $655.96M 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.


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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 7/9/2026. New 13F filings are added each quarter as they're published.
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