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Institutional Ownership · SEC Form 13F

Who owns Blue Owl Technology Finance (OTF)


Which tracked institutional funds hold OTF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OTF company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

185
Institutional holders
192M
Shares held (tracked funds)
41.4%
Of shares outstanding

How the tape is positioned

54 tracked funds added or opened OTF while 34 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

OTF’s largest tracked holder by dollar value, REGENTS OF THE UNIVERSITY OF CALIFORNIA, sizes it at 10.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in OTF 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 185 tracked filers holding OTF, 145 increased or opened the position and 59 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.

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 OTF 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 14

  • Auto-Owners Insurance Co$32M
  • CITADEL ADVISORS LLC$26M
  • Laura & John Arnold Foundation$12M
  • WELLINGTON MANAGEMENT GROUP LLP$12M
  • FIRST TRUST ADVISORS LP$5M
  • INTRINSIC EDGE CAPITAL MANAGEMENT LLC$4M

Full exits 10

  • CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$251M
  • TWO SIGMA INVESTMENTS, LP$16M
  • HighTower Advisors, LLC$3M
  • Blue Pool Management Ltd.$2M
  • CWM, LLC$2M
  • NORTHERN TRUST CORP$1M

Largest adds

  • Orange County Employees Retirement System$35M
  • Cresset Asset Management, LLC$24M
  • RIVERNORTH CAPITAL MANAGEMENT, LLC$12M
  • Arax Advisory Partners$10M
  • MORGAN STANLEY$10M
  • BALYASNY ASSET MANAGEMENT L.P.$9M

Largest trims

  • REGENTS OF THE UNIVERSITY OF CALIFORNIA$89M
  • Mubadala Investment Co PJSC$53M
  • UBS Group AG$22M
  • State of New Jersey Common Pension Fund E$13M
  • Cliffwater LLC$12M
  • Capricorn Investment Group LLC$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.

FundSharesReported value% of valueQuarter
REGENTS OF THE UNIVERSITY OF CALIFORNIA43,624,472$452M22.9%2026-Q2
Mubadala Investment Co PJSC added29,787,804$308M15.6%2026-Q2
Orange County Employees Retirement System added20,300,151$210M10.6%2026-Q2
Cresset Asset Management, LLC added11,961,124$129M6.5%2026-Q2
State of New Jersey Common Pension Fund E6,270,099$65M3.3%2026-Q2
Cliffwater LLC5,908,955$61M3.1%2026-Q2
Capricorn Investment Group LLC trimmed5,648,797$58M3.0%2026-Q2
CAZ INVESTMENTS LP added4,512,778$47M2.4%2026-Q2
VAN ECK ASSOCIATES CORP added4,423,851$46M2.3%2026-Q2
RIVERNORTH CAPITAL MANAGEMENT, LLC added3,788,852$39M2.0%2026-Q2
Auto-Owners Insurance Co new3,083,763$32M1.6%2026-Q2
UBS Group AG trimmed3,025,881$31M1.6%2026-Q2
FRANKLIN RESOURCES INC added2,783,731$29M1.5%2026-Q2
JPMORGAN CHASE & CO added2,626,856$28M1.4%2026-Q2
CITADEL ADVISORS LLC added2,521,978$26M1.3%2026-Q2
Arax Advisory Partners added2,436,370$25M1.3%2026-Q2
ARES MANAGEMENT LLC added1,966,345$20M1.0%2026-Q2
Requisite Capital Management, LLC added1,885,709$20M1.0%2026-Q2
GCM Grosvenor Holdings, LLC added1,796,297$19M0.9%2026-Q2
BlackRock, Inc. trimmed1,706,535$18M0.9%2026-Q2
BANK OF AMERICA CORP /DE/ added1,605,720$17M0.8%2026-Q2
Pine Ridge Advisers LLC added1,534,102$16M0.8%2026-Q2
MORGAN STANLEY added1,490,688$15M0.8%2026-Q2
WELLS FARGO & COMPANY/MN added1,399,542$14M0.7%2026-Q2
STEPHENS INC /AR/ added1,379,124$14M0.7%2026-Q2
Laura & John Arnold Foundation new1,200,000$12M0.6%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP new1,127,145$12M0.6%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added1,081,243$11M0.6%2026-Q2
RAYMOND JAMES FINANCIAL INC added1,008,996$10M0.5%2026-Q2
ROYAL BANK OF CANADA added1,008,839$10M0.5%2026-Q2
SOROS FUND MANAGEMENT LLC1,005,000$10M0.5%2026-Q2
Rockefeller Capital Management L.P. trimmed883,111$9M0.5%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added864,680$9M0.5%2026-Q2
Bulldog Investors, LLP added792,777$8M0.4%2026-Q2
OMERS ADMINISTRATION Corp added764,517$8M0.4%2026-Q2
Sanctuary Advisors, LLC added716,442$7M0.4%2026-Q2
NOMURA HOLDINGS INC added706,762$7M0.4%2026-Q2
Bayshore Capital Advisors, LLC added590,905$6M0.3%2026-Q2
FIRST TRUST ADVISORS LP new516,580$5M0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added458,973$5M0.2%2026-Q2
Cerity Partners LLC added430,408$4M0.2%2026-Q2
World Investment Advisors429,025$5M0.3%2026-Q2
Summit Financial, LLC added395,445$4M0.2%2026-Q2
Pettinga Financial Advisors LLC added381,161$4M0.2%2026-Q2
Fiduciary Trust Co added354,541$4M0.2%2026-Q2
INTRINSIC EDGE CAPITAL MANAGEMENT LLC new350,000$4M0.2%2026-Q2
Blue Trust, Inc. added342,060$4M0.2%2026-Q2
Callodine Capital Management, LP added300,000$3M0.2%2026-Q2
North Ground Capital added277,467$3M0.1%2026-Q2
IEQ CAPITAL, LLC trimmed273,177$3M0.1%2026-Q2
Sumitomo Mitsui Trust Group, Inc. added268,474$3M0.1%2026-Q2
BANK OF MONTREAL /CAN/ added227,644$2M0.1%2026-Q2
Diversify Advisory Services, LLC added217,264$2M0.1%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added217,264$2M0.1%2026-Q2
SCS Capital Management LLC added207,668$2M0.1%2026-Q2
DENALI ADVISORS LLC added206,906$2M0.1%2026-Q2
AMERIPRISE FINANCIAL INC added205,906$2M0.1%2026-Q2
Invesco Ltd. trimmed197,380$2M0.1%2026-Q2
Bank of New York Mellon Corp added195,865$2M0.1%2026-Q2
STIFEL FINANCIAL CORP added183,359$2M0.1%2026-Q2
LPL Financial LLC added178,378$2M0.1%2026-Q2
Focus Partners Wealth added171,513$2M0.1%2026-Q2
MARSHALL WACE, LLP new165,707$2M0.1%2026-Q2
Apollon Wealth Management, LLC added164,697$2M0.1%2026-Q2
Closed-End Fund Advisors, Inc. trimmed159,487$2M0.1%2026-Q2
Steward Partners Investment Advisory, LLC added146,897$2M0.1%2026-Q2
ADAPT WEALTH ADVISORS, LLC added144,325$1M0.1%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added144,323$1M0.1%2026-Q2
Truvestments Capital LLC added142,309$1M0.1%2026-Q2
Perennial Investment Advisors, LLC added136,056$1M0.1%2026-Q2
Alpine Global Management, LLC trimmed129,027$1M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added127,635$1M0.1%2026-Q2
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ added121,956$1M0.1%2026-Q2
OSAIC HOLDINGS, INC. added121,943$1M0.1%2026-Q2
Global Retirement Partners, LLC added121,264$1M0.1%2026-Q2
Palogic Value Management, L.P. added118,968$1M0.1%2026-Q2
Vestmark Advisory Solutions, Inc. added114,695$1M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added113,786$1M0.1%2026-Q2
ELEVATION POINT WEALTH PARTNERS, LLC added111,833$1M0.1%2026-Q2
Corient Private Wealth LP added106,625$1M0.1%2026-Q2
JANE STREET GROUP, LLC trimmed104,864$1M0.1%2026-Q2
VAQUERO PRIVATE WEALTH, LTD new103,851$1M0.1%2026-Q2
CAPSTONE INVESTMENT ADVISORS, LLC new98,917$1M0.1%2026-Q2
Stratos Wealth Partners, LTD. added87,946$910K0.0%2026-Q2
Prota Financial, LLC added87,842$936K0.0%2026-Q2
TrueMark Investments, LLC added86,467$895K0.0%2026-Q2
LAUREL OAK WEALTH MANAGEMENT, LLC added84,723$877K0.0%2026-Q2
Generali Investments CEE, investicni spolecnost, a.s.84,431$874K0.0%2026-Q2
TT Capital Management LLC added81,100$839K0.0%2026-Q2
NorthRock Partners, LLC trimmed80,772$836K0.0%2026-Q2
Blackstone Inc. new80,664$835K0.0%2026-Q2
Cerberus Capital Management, L.P.80,000$828K0.0%2026-Q2
Pallas Capital Advisors LLC added72,393$749K0.0%2026-Q2
Jain Global LLC new71,496$740K0.0%2026-Q2
TRUIST FINANCIAL CORP added71,296$738K0.0%2026-Q2
Elm Partners Management LLC added65,958$683K0.0%2026-Q2
CAPITAL FUND MANAGEMENT S.A. new61,300$634K0.0%2026-Q2
Hennion & Walsh Asset Management, Inc. added58,210$602K0.0%2026-Q2
PVG ASSET MANAGEMENT CORP trimmed55,746$577K0.0%2026-Q2
Fort Point Capital Partners LLC added55,646$598K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership