Who owns Blue Owl Capital (OBDC)
Which tracked institutional funds hold OBDC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OBDC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
63 tracked funds added or opened OBDC while 99 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OBDC’s largest tracked holder by dollar value, CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OBDC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 413 tracked filers holding OBDC, 185 increased or opened the position and 236 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OBDC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- Lunate Capital Ltd$13M
- NICOLA WEALTH MANAGEMENT LTD.$8M
- Ilex Capital Partners (UK) LLP$5M
- Columbus Macro, LLC$4M
- MILLENNIUM MANAGEMENT LLC$2M
- NewEdge Advisors, LLC$2M
Full exits 24
- LSV ASSET MANAGEMENT$30M
- Janney Montgomery Scott LLC$22M
- Brown University$17M
- Incline Global Management LLC$15M
- Border to Coast Pensions Partnership Ltd$14M
- HighTower Advisors, LLC$13M
Largest adds
- CITADEL ADVISORS LLC$33M
- STRS OHIO$25M
- Union Bancaire Privee, UBP SA$21M
- NORTHERN TRUST CORP$12M
- GOLDMAN SACHS GROUP INC$9M
- FRANKLIN RESOURCES INC$8M
Largest trims
- UBS Group AG$27M
- VAN ECK ASSOCIATES CORP$18M
- TWO SIGMA INVESTMENTS, LP$14M
- TECTONIC ADVISORS LLC$13M
- BANK OF AMERICA CORP /DE/$13M
- Trexquant Investment LP$11M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 16,445,728 | $179M | 6.8% | 2026-Q2 |
| State of New Jersey Common Pension Fund A | 15,263,873 | $166M | 6.3% | 2026-Q2 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND trimmed | 14,568,973 | $158M | 6.0% | 2026-Q2 |
| STRS OHIO added | 13,465,473 | $146M | 5.6% | 2026-Q2 |
| FMR LLC trimmed | 11,772,285 | $128M | 4.9% | 2026-Q2 |
| MORGAN STANLEY added | 9,899,490 | $108M | 4.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 9,840,313 | $107M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,797,216 | $106M | 4.0% | 2026-Q2 |
| Cresset Asset Management, LLC added | 7,698,410 | $86M | 3.3% | 2026-Q2 |
| UBS Group AG trimmed | 7,353,055 | $80M | 3.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 5,694,724 | $62M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 5,377,938 | $58M | 2.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,779,782 | $52M | 2.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 4,747,449 | $52M | 2.0% | 2026-Q2 |
| Generali Asset Management SPA SGR trimmed | 4,351,794 | $47M | 1.8% | 2026-Q2 |
| ROBERT WOOD JOHNSON FOUNDATION | 4,218,864 | $46M | 1.7% | 2026-Q2 |
| Sound Income Strategies, LLC added | 4,204,742 | $46M | 1.7% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC added | 4,056,747 | $44M | 1.7% | 2026-Q2 |
| HAMILTON LANE ADVISORS LLC | 3,406,230 | $37M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,316,143 | $37M | 1.4% | 2026-Q2 |
| Lalia Capital, LLC added | 3,215,467 | $35M | 1.3% | 2026-Q2 |
| OMERS ADMINISTRATION Corp added | 3,172,115 | $34M | 1.3% | 2026-Q2 |
| ARES MANAGEMENT LLC added | 2,872,757 | $31M | 1.2% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. | 2,669,872 | $29M | 1.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 2,655,468 | $29M | 1.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 2,460,867 | $27M | 1.0% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC | 2,451,136 | $27M | 1.0% | 2026-Q2 |
| Muzinich & Co., Inc. trimmed | 2,443,648 | $27M | 1.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,399,154 | $26M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,270,534 | $25M | 0.9% | 2026-Q2 |
| Blue Owl Capital Holdings LP | 2,045,070 | $22M | 0.8% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,945,430 | $21M | 0.8% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,874,613 | $20M | 0.8% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 1,754,000 | $19M | 0.7% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,750,226 | $19M | 0.7% | 2026-Q2 |
| Next Capital Management LLC added | 1,688,690 | $18M | 0.7% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 1,550,470 | $17M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,467,203 | $16M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 1,441,994 | $16M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,253,711 | $14M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,243,805 | $14M | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,238,605 | $13M | 0.5% | 2026-Q2 |
| Lunate Capital Ltd new | 1,200,244 | $13M | 0.5% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 1,192,576 | $13M | 0.5% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 1,127,921 | $12M | 0.5% | 2026-Q2 |
| CAZ INVESTMENTS LP | 1,124,305 | $12M | 0.5% | 2026-Q2 |
| Trinity Financial Advisors LLC added | 1,121,592 | $13M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,092,624 | $12M | 0.5% | 2026-Q2 |
| AlphaCore Capital LLC added | 917,624 | $10M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 904,927 | $10M | 0.4% | 2026-Q2 |
| Allen Investment Management, LLC trimmed | 861,454 | $9M | 0.4% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 852,000 | $9M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 849,662 | $9M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 804,046 | $9M | 0.3% | 2026-Q2 |
| Melia Wealth LLC trimmed | 778,167 | $8M | 0.3% | 2026-Q2 |
| STATE STREET CORP added | 732,566 | $8M | 0.3% | 2026-Q2 |
| NICOLA WEALTH MANAGEMENT LTD. new | 715,000 | $8M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 681,322 | $7M | 0.3% | 2026-Q2 |
| Prairiewood Capital, LLC added | 628,572 | $7M | 0.3% | 2026-Q2 |
| Enstar Group LTD added | 621,999 | $7M | 0.3% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 614,082 | $7M | 0.3% | 2026-Q2 |
| DANSKE BANK A/S added | 589,365 | $6M | 0.2% | 2026-Q2 |
| Johnson Financial Group, Inc. added | 587,973 | $7M | 0.2% | 2026-Q2 |
| INTRUST BANK NA added | 566,133 | $6M | 0.2% | 2026-Q2 |
| CERTUITY, LLC trimmed | 562,235 | $6M | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 559,279 | $6M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 546,603 | $6M | 0.2% | 2026-Q2 |
| EPIQ PARTNERS, LLC trimmed | 537,635 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 537,152 | $6M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 532,185 | $6M | 0.2% | 2026-Q2 |
| Prota Financial, LLC added | 525,192 | $6M | 0.2% | 2026-Q2 |
| Callodine Capital Management, LP added | 525,000 | $6M | 0.2% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 524,822 | $6M | 0.2% | 2026-Q2 |
| Jain Global LLC added | 511,160 | $6M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 489,975 | $5M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 479,388 | $5M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 475,181 | $5M | 0.2% | 2026-Q2 |
| Bayshore Capital Advisors, LLC added | 467,505 | $5M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 466,094 | $5M | 0.2% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 442,435 | $5M | 0.2% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 429,166 | $5M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 426,996 | $5M | 0.2% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP new | 423,216 | $5M | 0.2% | 2026-Q2 |
| GP Brinson Investments LLC | 404,249 | $4M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 402,734 | $4M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 401,180 | $4M | 0.2% | 2026-Q2 |
| Columbus Macro, LLC new | 392,203 | $4M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 388,920 | $4M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 387,178 | $4M | 0.2% | 2026-Q2 |
| Pettinga Financial Advisors LLC added | 386,416 | $4M | 0.2% | 2026-Q2 |
| Texas Capital Bank Wealth Management Services Inc trimmed | 373,316 | $4M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 367,950 | $4M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 365,303 | $4M | 0.2% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 353,588 | $4M | 0.1% | 2026-Q2 |
| TT Capital Management LLC added | 349,061 | $4M | 0.1% | 2026-Q2 |
| Naviter Wealth, LLC added | 344,956 | $4M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 339,843 | $4M | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC added | 335,367 | $4M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 320,944 | $4M | 0.1% | 2026-Q2 |
| Union Bancaire Privee, UBP SA | 12,226 | $21M | 0.8% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.