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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 43,624,472 | $452M | 22.9% | 2026-Q2 |
| Mubadala Investment Co PJSC added | 29,787,804 | $308M | 15.6% | 2026-Q2 |
| Orange County Employees Retirement System added | 20,300,151 | $210M | 10.6% | 2026-Q2 |
| Cresset Asset Management, LLC added | 11,961,124 | $129M | 6.5% | 2026-Q2 |
| State of New Jersey Common Pension Fund E | 6,270,099 | $65M | 3.3% | 2026-Q2 |
| Cliffwater LLC | 5,908,955 | $61M | 3.1% | 2026-Q2 |
| Capricorn Investment Group LLC trimmed | 5,648,797 | $58M | 3.0% | 2026-Q2 |
| CAZ INVESTMENTS LP added | 4,512,778 | $47M | 2.4% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 4,423,851 | $46M | 2.3% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 3,788,852 | $39M | 2.0% | 2026-Q2 |
| Auto-Owners Insurance Co new | 3,083,763 | $32M | 1.6% | 2026-Q2 |
| UBS Group AG trimmed | 3,025,881 | $31M | 1.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 2,783,731 | $29M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,626,856 | $28M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 2,521,978 | $26M | 1.3% | 2026-Q2 |
| Arax Advisory Partners added | 2,436,370 | $25M | 1.3% | 2026-Q2 |
| ARES MANAGEMENT LLC added | 1,966,345 | $20M | 1.0% | 2026-Q2 |
| Requisite Capital Management, LLC added | 1,885,709 | $20M | 1.0% | 2026-Q2 |
| GCM Grosvenor Holdings, LLC added | 1,796,297 | $19M | 0.9% | 2026-Q2 |
| BlackRock, Inc. trimmed | 1,706,535 | $18M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,605,720 | $17M | 0.8% | 2026-Q2 |
| Pine Ridge Advisers LLC added | 1,534,102 | $16M | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,490,688 | $15M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,399,542 | $14M | 0.7% | 2026-Q2 |
| STEPHENS INC /AR/ added | 1,379,124 | $14M | 0.7% | 2026-Q2 |
| Laura & John Arnold Foundation new | 1,200,000 | $12M | 0.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 1,127,145 | $12M | 0.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,081,243 | $11M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,008,996 | $10M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,008,839 | $10M | 0.5% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC | 1,005,000 | $10M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 883,111 | $9M | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 864,680 | $9M | 0.5% | 2026-Q2 |
| Bulldog Investors, LLP added | 792,777 | $8M | 0.4% | 2026-Q2 |
| OMERS ADMINISTRATION Corp added | 764,517 | $8M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 716,442 | $7M | 0.4% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 706,762 | $7M | 0.4% | 2026-Q2 |
| Bayshore Capital Advisors, LLC added | 590,905 | $6M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP new | 516,580 | $5M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 458,973 | $5M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 430,408 | $4M | 0.2% | 2026-Q2 |
| World Investment Advisors | 429,025 | $5M | 0.3% | 2026-Q2 |
| Summit Financial, LLC added | 395,445 | $4M | 0.2% | 2026-Q2 |
| Pettinga Financial Advisors LLC added | 381,161 | $4M | 0.2% | 2026-Q2 |
| Fiduciary Trust Co added | 354,541 | $4M | 0.2% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC new | 350,000 | $4M | 0.2% | 2026-Q2 |
| Blue Trust, Inc. added | 342,060 | $4M | 0.2% | 2026-Q2 |
| Callodine Capital Management, LP added | 300,000 | $3M | 0.2% | 2026-Q2 |
| North Ground Capital added | 277,467 | $3M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 273,177 | $3M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 268,474 | $3M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 227,644 | $2M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 217,264 | $2M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 217,264 | $2M | 0.1% | 2026-Q2 |
| SCS Capital Management LLC added | 207,668 | $2M | 0.1% | 2026-Q2 |
| DENALI ADVISORS LLC added | 206,906 | $2M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 205,906 | $2M | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 197,380 | $2M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 195,865 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 183,359 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 178,378 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 171,513 | $2M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 165,707 | $2M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 164,697 | $2M | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 159,487 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 146,897 | $2M | 0.1% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC added | 144,325 | $1M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 144,323 | $1M | 0.1% | 2026-Q2 |
| Truvestments Capital LLC added | 142,309 | $1M | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 136,056 | $1M | 0.1% | 2026-Q2 |
| Alpine Global Management, LLC trimmed | 129,027 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 127,635 | $1M | 0.1% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ added | 121,956 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 121,943 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 121,264 | $1M | 0.1% | 2026-Q2 |
| Palogic Value Management, L.P. added | 118,968 | $1M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 114,695 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 113,786 | $1M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 111,833 | $1M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 106,625 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 104,864 | $1M | 0.1% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 103,851 | $1M | 0.1% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC new | 98,917 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 87,946 | $910K | 0.0% | 2026-Q2 |
| Prota Financial, LLC added | 87,842 | $936K | 0.0% | 2026-Q2 |
| TrueMark Investments, LLC added | 86,467 | $895K | 0.0% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 84,723 | $877K | 0.0% | 2026-Q2 |
| Generali Investments CEE, investicni spolecnost, a.s. | 84,431 | $874K | 0.0% | 2026-Q2 |
| TT Capital Management LLC added | 81,100 | $839K | 0.0% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 80,772 | $836K | 0.0% | 2026-Q2 |
| Blackstone Inc. new | 80,664 | $835K | 0.0% | 2026-Q2 |
| Cerberus Capital Management, L.P. | 80,000 | $828K | 0.0% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 72,393 | $749K | 0.0% | 2026-Q2 |
| Jain Global LLC new | 71,496 | $740K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 71,296 | $738K | 0.0% | 2026-Q2 |
| Elm Partners Management LLC added | 65,958 | $683K | 0.0% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. new | 61,300 | $634K | 0.0% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 58,210 | $602K | 0.0% | 2026-Q2 |
| PVG ASSET MANAGEMENT CORP trimmed | 55,746 | $577K | 0.0% | 2026-Q2 |
| Fort Point Capital Partners LLC added | 55,646 | $598K | 0.0% | 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.
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.