Who owns OWL (OWL)
Which tracked institutional funds hold OWL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OWL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
133 tracked funds added or opened OWL while 193 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
OWL’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes OWL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OWL 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 2025-Q4 and 2026-Q1, across 545 tracked filers holding OWL, 408 increased or opened the position and 244 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 OWL between the 2025-Q4 and 2026-Q1 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 51
- VANGUARD PORTFOLIO MANAGEMENT LLC$331M
- VANGUARD CAPITAL MANAGEMENT LLC$269M
- TWO SIGMA INVESTMENTS, LP$65M
- VANGUARD FIDUCIARY TRUST CO$37M
- MARSHALL WACE, LLP$17M
- Alpine Global Management, LLC$14M
Full exits 54
- VANGUARD GROUP INC$1.0B
- Boston Partners$211M
- CIBC Private Wealth Group LLC$118M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$114M
- FEDERATED HERMES, INC.$67M
- WESTFIELD CAPITAL MANAGEMENT CO LP$66M
Largest adds
- Capital Research Global Investors$466M
- Caption Management, LLC$117M
- Lind Value II ApS$109M
- AQR CAPITAL MANAGEMENT LLC$70M
- RENAISSANCE TECHNOLOGIES LLC$51M
- HRT FINANCIAL LP$43M
Largest trims
- Capital International Investors$933M
- Capital World Investors$830M
- FMR LLC$471M
- BlackRock, Inc.$374M
- ICONIQ Capital, LLC$187M
- BANK OF AMERICA CORP /DE/$113M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 85,655,310 | $782M | 10.1% | 2026-Q1 |
| Capital Research Global Investors added | 58,075,965 | $530M | 6.8% | 2026-Q1 |
| Capital World Investors trimmed | 56,756,701 | $518M | 6.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 36,282,588 | $331M | 4.3% | 2026-Q1 |
| ICONIQ Capital, LLC added | 34,353,844 | $314M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 29,465,135 | $269M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 16,982,626 | $155M | 2.0% | 2026-Q1 |
| Lind Value II ApS added | 15,257,548 | $139M | 1.8% | 2026-Q1 |
| Caption Management, LLC added | 15,117,955 | $138M | 1.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 14,996,158 | $137M | 1.8% | 2026-Q1 |
| NORGES BANK trimmed | 6,651,678 | $133M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 13,227,585 | $121M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 12,037,045 | $110M | 1.4% | 2026-Q1 |
| STATE STREET CORP added | 11,603,975 | $106M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 10,808,003 | $99M | 1.3% | 2026-Q1 |
| UBS Group AG added | 9,761,746 | $89M | 1.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 9,599,532 | $88M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 7,662,831 | $70M | 0.9% | 2026-Q1 |
| RDST Capital LLC added | 7,648,935 | $70M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 7,173,403 | $65M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 7,096,805 | $65M | 0.8% | 2026-Q1 |
| Cresset Asset Management, LLC added | 6,329,692 | $58M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 6,251,430 | $57M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 6,065,200 | $55M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 5,832,784 | $53M | 0.7% | 2026-Q1 |
| BECK MACK & OLIVER LLC trimmed | 5,251,478 | $48M | 0.6% | 2026-Q1 |
| Capital International Investors trimmed | 4,833,140 | $44M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,355,623 | $40M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,307,574 | $39M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 4,263,839 | $39M | 0.5% | 2026-Q1 |
| Estuary Capital Management LP added | 4,197,297 | $38M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,049,427 | $37M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 3,962,748 | $36M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,742,437 | $34M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,704,944 | $34M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 3,656,309 | $33M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,648,421 | $33M | 0.4% | 2026-Q1 |
| State of New Jersey Common Pension Fund A | 3,555,770 | $32M | 0.4% | 2026-Q1 |
| National Philanthropic Trust trimmed | 3,492,000 | $32M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,384,248 | $31M | 0.4% | 2026-Q1 |
| Callodine Capital Management, LP trimmed | 2,951,055 | $27M | 0.3% | 2026-Q1 |
| Brown University | 2,569,816 | $23M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 2,314,402 | $21M | 0.3% | 2026-Q1 |
| OCO Capital Partners, L.P. added | 2,200,000 | $20M | 0.3% | 2026-Q1 |
| Partners Group Holding AG trimmed | 2,175,998 | $20M | 0.3% | 2026-Q1 |
| Man Group plc added | 2,172,830 | $20M | 0.3% | 2026-Q1 |
| Barton Investment Management added | 2,040,731 | $19M | 0.2% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC added | 2,017,636 | $18M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 2,008,707 | $18M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 1,973,280 | $18M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 1,965,963 | $18M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 1,937,426 | $18M | 0.2% | 2026-Q1 |
| M&G PLC added | 1,942,998 | $17M | 0.2% | 2026-Q1 |
| GW&K Investment Management, LLC added | 1,878,781 | $17M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,835,343 | $17M | 0.2% | 2026-Q1 |
| Verity & Verity, LLC added | 1,831,321 | $17M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,807,700 | $17M | 0.2% | 2026-Q1 |
| PEAK6 LLC added | 1,774,933 | $16M | 0.2% | 2026-Q1 |
| Cander Asset Management LP added | 1,737,678 | $16M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 1,696,736 | $15M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,684,009 | $15M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,667,836 | $15M | 0.2% | 2026-Q1 |
| Alpine Global Management, LLC new | 1,585,745 | $14M | 0.2% | 2026-Q1 |
| Foster Victor Wealth Advisors, LLC added | 1,479,987 | $14M | 0.2% | 2026-Q1 |
| Danica Pension, Livsforsikringsaktieselskab trimmed | 1,406,061 | $13M | 0.2% | 2026-Q1 |
| CORTLAND ASSOCIATES INC/MO trimmed | 1,322,568 | $12M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 1,278,656 | $12M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 1,249,800 | $11M | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 1,213,433 | $11M | 0.1% | 2026-Q1 |
| AMERICAN FINANCIAL GROUP INC added | 1,180,000 | $11M | 0.1% | 2026-Q1 |
| Lalia Capital, LLC new | 1,168,996 | $11M | 0.1% | 2026-Q1 |
| Endure Capital Management, LLC new | 1,120,600 | $10M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 1,081,021 | $10M | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 1,075,709 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 67,680,143 | $1.0B | 13.0% | 2025-Q4 stale |
| Boston Partners added | 14,123,877 | $211M | 2.7% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 7,925,890 | $118M | 1.5% | 2025-Q4 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC new | 7,615,956 | $114M | 1.5% | 2025-Q4 stale |
| FEDERATED HERMES, INC. trimmed | 4,481,555 | $67M | 0.9% | 2025-Q4 stale |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 4,423,608 | $66M | 0.9% | 2025-Q4 stale |
| Ceredex Value Advisors LLC added | 3,302,971 | $63M | 0.8% | 2025-Q2 stale |
| Select Equity Group, L.P. added | 3,739,246 | $63M | 0.8% | 2025-Q3 stale |
| Clearbridge Investments, LLC trimmed | 2,931,085 | $44M | 0.6% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 2,113,350 | $41M | 0.5% | 2025-Q2 stale |
| HMI Capital Management, L.P. trimmed | 2,412,457 | $36M | 0.5% | 2025-Q4 stale |
| Ghisallo Capital Management LLC added | 1,875,000 | $36M | 0.5% | 2025-Q2 stale |
| MACQUARIE GROUP LTD trimmed | 1,781,635 | $30M | 0.4% | 2025-Q3 stale |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 1,731,506 | $26M | 0.3% | 2025-Q4 stale |
| Railway Pension Investments Ltd | 1,268,900 | $24M | 0.3% | 2025-Q2 stale |
| Prana Capital Management, LP added | 1,151,566 | $19M | 0.3% | 2025-Q3 stale |
| CAT ROCK CAPITAL MANAGEMENT LP added | 1,220,586 | $18M | 0.2% | 2025-Q4 stale |
| TWINBEECH CAPITAL LP trimmed | 820,272 | $16M | 0.2% | 2025-Q2 stale |
| CAPITAL ADVISORS INC/OK trimmed | 1,043,735 | $16M | 0.2% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 761,910 | $15M | 0.2% | 2025-Q2 stale |
| Maestria Partners LLC | 716,000 | $14M | 0.2% | 2025-Q1 stale |
| Cercano Management LLC trimmed | 648,965 | $12M | 0.2% | 2025-Q2 stale |
| Kinetic Partners Management, LP trimmed | 810,548 | $12M | 0.2% | 2025-Q4 stale |
| COBALT CAPITAL MANAGEMENT, INC. new | 700,085 | $10M | 0.1% | 2025-Q4 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 508,038 | $10M | 0.1% | 2025-Q1 stale |
| AGF MANAGEMENT LTD added | 484,693 | $10M | 0.1% | 2025-Q1 stale |
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.