Blue Owl Capital Ownership 2024 | Who Owns Blue Owl Capital Now?


OverviewForecastRevenueFinancialsChart

Institutional Ownership

42.15%

Insider Ownership

1.60%

Retail Ownership

56.24%

Institutional Holders

307.00

Blue Owl Capital Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
REGENTS OF THE UNIVERSITY OF CALIFORNIA6.43%59.37%25,336,768-1,703,751-6.30%319,496,644,000Mar 31, 2023
STATE OF NEW JERSEY COMMON PENSION FUND E5.77%83.01%22,751,338--286,894,372,000Mar 31, 2023
BANK OF AMERICA CORP /DE/2.56%0.01%10,100,774333,1043.41%127,370,765,000Mar 31, 2023
OREGON PUBLIC EMPLOYEES RETIREMENT FUND2.28%1.44%8,977,9198,977,919100.00%116,174,272,000Mar 31, 2023
BROWN UNIVERSITY1.61%30.58%6,338,727--79,931,347,000Mar 31, 2023
ROYAL BANK OF CANADA1.47%0.02%5,805,336393,0437.26%73,205,000,000Mar 31, 2023
VAN ECK ASSOCIATES CORP1.34%0.15%5,282,956294,6255.91%66,618,000Mar 31, 2023
ROBERT WOOD JOHNSON FOUNDATION1.07%2.68%4,218,864--53,200,000Mar 31, 2023
MORGAN STANLEY1.03%0.01%4,060,515-399,742-8.96%51,203,095,000Mar 31, 2023
ENSTAR GROUP LTD0.97%17.66%3,837,009-1,987,575-34.12%48,384,683,000Mar 31, 2023
TRANSCEND CAPITAL ADVISORS, LLC0.96%4.97%3,774,526125,9213.45%47,596,769,000Mar 31, 2023
STEPHENS INC /AR/0.89%0.85%3,526,063-31,173-0.88%44,463,659,000Mar 31, 2023
HAMILTON LANE ADVISORS LLC0.83%14.04%3,251,812--41,005,000Mar 31, 2023
AMERIPRISE FINANCIAL INC0.62%0.01%2,439,192169,6737.48%30,758,791,000Mar 31, 2023
JOHNSON FINANCIAL GROUP, INC.0.61%2.21%2,398,349-28,634-1.18%30,968,775,000Mar 31, 2023
BORDER TO COAST PENSIONS PARTNERSHIP LTD0.55%0.73%2,164,810-100,000-4.42%27,298,000Mar 31, 2023
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.0.55%0.06%2,158,132-131,545-5.75%27,214,045,000Mar 31, 2023
SOUND INCOME STRATEGIES, LLC0.54%2.94%2,142,9762,139,20756757.95%27,022,926,000Mar 31, 2023
STRS OHIO0.54%0.14%2,114,84260,6852.95%26,668,000Mar 31, 2023
BLACKROCK INC.0.53%0.00%2,072,302178,1979.41%26,131,729,000Mar 31, 2023

Blue Owl Capital's largest institutional shareholder is REGENTS OF THE UNIVERSITY OF CALIFORNIA, holding 6.43% of the company's total share outstanding, currently valued at $319.50B. The top 10 institutional shareholders own together 24.55% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STATE OF NEW JERSEY COMMON PENSION FUND E5.77%83.01%22,751,338--286,894,372,000Mar 31, 2023
REGENTS OF THE UNIVERSITY OF CALIFORNIA6.43%59.37%25,336,768-1,703,751-6.30%319,496,644,000Mar 31, 2023
BROWN UNIVERSITY1.61%30.58%6,338,727--79,931,347,000Mar 31, 2023
NATIONWIDE ASSET MANAGEMENT LLC0.17%25.30%655,766--8,197,000Mar 31, 2023
ENSTAR GROUP LTD0.97%17.66%3,837,009-1,987,575-34.12%48,384,683,000Mar 31, 2023
HAMILTON LANE ADVISORS LLC0.83%14.04%3,251,812--41,005,000Mar 31, 2023
BLUE OWL CAPITAL HOLDINGS LP0.40%12.71%1,573,477900,314133.74%19,841,545,000Mar 31, 2023
TRINITY FINANCIAL ADVISORS LLC0.38%11.68%1,515,19166,7214.61%19,106,562,000Mar 31, 2023
MEMBERS CAPITAL ADVISORS INC0.32%11.61%1,274,004--16,065,190,000Mar 31, 2023
NEXT CAPITAL MANAGEMENT LLC0.47%11.28%1,849,72799,1165.66%23,377,149,000Mar 31, 2023
MUZINICH & CO., INC.0.22%8.10%883,391-54,348-5.80%11,139,561,000Mar 31, 2023
TRANSCEND CAPITAL ADVISORS, LLC0.96%4.97%3,774,526125,9213.45%47,596,769,000Mar 31, 2023
CLIFFWATER LLC0.29%4.66%1,155,325-229,326-16.56%14,568,648,000Mar 31, 2023
PETTINGA FINANCIAL ADVISORS, LLC0.25%3.86%981,67165,6987.17%12,378,875,000Mar 31, 2023
GP BRINSON INVESTMENTS LLC0.09%3.50%348,765--4,397,927,000Mar 31, 2023
YARRA SQUARE PARTNERS LP0.05%3.33%215,000--2,711,150,000Mar 31, 2023
ALPHACORE CAPITAL LLC0.23%3.07%918,909-978,277-51.56%11,587,438,000Mar 31, 2023
SOUND INCOME STRATEGIES, LLC0.54%2.94%2,142,9762,139,20756757.95%27,022,926,000Mar 31, 2023
ROBERT WOOD JOHNSON FOUNDATION1.07%2.68%4,218,864--53,200,000Mar 31, 2023
BLUE POOL MANAGEMENT LTD.0.22%2.38%883,350--11,139,044,000Mar 31, 2023

The largest Blue Owl Capital shareholder by % of total assets is STATE OF NEW JERSEY COMMON PENSION FUND E. The company owns 22.75M shares of Blue Owl Capital (ORCC), representing 83.01% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
OREGON PUBLIC EMPLOYEES RETIREMENT FUND2.28%1.44%8,977,9198,977,919100.00%116,174,272,000Mar 31, 2023
SOUND INCOME STRATEGIES, LLC0.54%2.94%2,142,9762,139,20756757.95%27,022,926,000Mar 31, 2023
BLUE OWL CAPITAL HOLDINGS LP0.40%12.71%1,573,477900,314133.74%19,841,545,000Mar 31, 2023
NOMURA HOLDINGS INC0.17%0.03%669,700669,700100.00%8,444,917,000Mar 31, 2023
GREENLAND CAPITAL MANAGEMENT LP0.14%0.77%563,000478,000562.35%7,099,430,000Mar 31, 2023
ROYAL BANK OF CANADA1.47%0.02%5,805,336393,0437.26%73,205,000,000Mar 31, 2023
OMERS ADMINISTRATION CORP0.09%0.07%365,138365,138100.00%4,604,390,000Mar 31, 2023
BANK OF AMERICA CORP /DE/2.56%0.01%10,100,774333,1043.41%127,370,765,000Mar 31, 2023
VAN ECK ASSOCIATES CORP1.34%0.15%5,282,956294,6255.91%66,618,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.09%0.00%360,300214,700147.46%4,543,383,000Mar 31, 2023
JANE STREET GROUP, LLC0.06%0.00%218,800193,500764.82%2,759,068,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.08%0.00%296,400178,300150.97%3,737,604,000Mar 31, 2023
BLACKROCK INC.0.53%0.00%2,072,302178,1979.41%26,131,729,000Mar 31, 2023
CI PRIVATE WEALTH, LLC0.27%0.04%1,067,219177,36819.93%13,510,233,000Mar 31, 2023
AMERIPRISE FINANCIAL INC0.62%0.01%2,439,192169,6737.48%30,758,791,000Mar 31, 2023
SENTINUS, LLC0.14%2.26%535,825164,83644.43%6,756,753,000Mar 31, 2023
ROCKEFELLER CAPITAL MANAGEMENT L.P.0.19%0.04%740,263146,46024.66%9,378,000Mar 31, 2023
TRANSCEND CAPITAL ADVISORS, LLC0.96%4.97%3,774,526125,9213.45%47,596,769,000Mar 31, 2023
GOLDEN GREEN, INC.0.03%1.71%115,675115,675100.00%1,458,662,000Mar 31, 2023
ARES MANAGEMENT LLC0.42%1.17%1,668,693112,2987.22%21,042,219,000Mar 31, 2023

As of Mar 31 2023, Blue Owl Capital's largest institutional buyer is OREGON PUBLIC EMPLOYEES RETIREMENT FUND. The company purchased 8.98M stocks of ORCC, valued at $116.17B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DEER PARK ROAD CORP0.51%0.13%2,000,000-4,500,000-69.23%25,220,000,000Mar 31, 2023
ENSTAR GROUP LTD0.97%17.66%3,837,009-1,987,575-34.12%48,384,683,000Mar 31, 2023
REGENTS OF THE UNIVERSITY OF CALIFORNIA6.43%59.37%25,336,768-1,703,751-6.30%319,496,644,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC----1,300,857-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC0.03%0.00%127,287-1,135,062-89.92%1,605,089,000Mar 31, 2023
CONVERSANT CAPITAL LLC----1,048,600-100.00%-Mar 31, 2023
ALPHACORE CAPITAL LLC0.23%3.07%918,909-978,277-51.56%11,587,438,000Mar 31, 2023
MILLENNIUM MANAGEMENT LLC0.34%0.01%1,321,130-744,854-36.05%16,659,000Mar 31, 2023
MARSHALL WACE, LLP----616,203-100.00%-Mar 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC0.02%0.01%94,426-536,590-85.04%1,190,712,000Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD0.04%0.01%152,785-457,675-74.97%1,926,619,000Mar 31, 2023
MORGAN STANLEY1.03%0.01%4,060,515-399,742-8.96%51,203,095,000Mar 31, 2023
TWO SIGMA ADVISERS, LP0.02%0.00%73,300-353,400-82.82%924,313,000Mar 31, 2023
D. E. SHAW & CO., INC.0.02%0.00%60,336-297,724-83.15%760,837,000Mar 31, 2023
PARTNERS GROUP HOLDING AG0.13%0.54%527,004-289,315-35.44%6,645,520,000Mar 31, 2023
CREDIT SUISSE AG/0.10%0.01%389,715-289,315-42.61%4,914,306,000Mar 31, 2023
JANUS HENDERSON GROUP PLC----250,571-100.00%-Mar 31, 2023
CLIFFWATER LLC0.29%4.66%1,155,325-229,326-16.56%14,568,648,000Mar 31, 2023
ANSON FUNDS MANAGEMENT LP----200,000-100.00%-Mar 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC----178,800-100.00%-Mar 31, 2023

As of Mar 31 2023, Blue Owl Capital's biggest institutional seller is DEER PARK ROAD CORP. The company sold -4.50M shares of ORCC, valued at $25.22B.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
OREGON PUBLIC EMPLOYEES RETIREMENT FUND2.28%1.44%8,977,9198,977,919100.00%116,174,272,000Mar 31, 2023
NOMURA HOLDINGS INC0.17%0.03%669,700669,700100.00%8,444,917,000Mar 31, 2023
OMERS ADMINISTRATION CORP0.09%0.07%365,138365,138100.00%4,604,390,000Mar 31, 2023
GOLDEN GREEN, INC.0.03%1.71%115,675115,675100.00%1,458,662,000Mar 31, 2023
TWO SIGMA INVESTMENTS, LP0.03%0.00%101,349101,349100.00%1,278,011,000Mar 31, 2023
WESPAC ADVISORS, LLC0.02%1.00%83,99883,998100.00%1,059,215,000Mar 31, 2023
ALPHA DNA INVESTMENT MANAGEMENT LLC0.02%0.31%83,69483,694100.00%1,055,381,000Mar 31, 2023
EMERALD MUTUAL FUND ADVISERS TRUST0.02%0.04%59,84059,840100.00%754,582,000Mar 31, 2023
WOLVERINE TRADING, LLC0.01%0.00%43,70043,700100.00%546,000Mar 31, 2023
CHANNEL WEALTH LLC0.01%0.35%43,13643,136100.00%543,945,000Mar 31, 2023
ALL SEASON FINANCIAL ADVISORS, INC.0.01%0.48%42,02142,021100.00%529,887,000Mar 31, 2023
PALOGIC VALUE MANAGEMENT, L.P.0.01%0.25%40,10640,106100.00%505,737,000Mar 31, 2023
SYMMETRY PEAK MANAGEMENT LLC0.01%0.08%30,00030,000100.00%378,300,000Mar 31, 2023
MCDONALD PARTNERS LLC0.01%0.12%30,00030,000100.00%378,300,000Mar 31, 2023
DIGITALBRIDGE GROUP, INC.0.01%0.04%24,10024,100100.00%303,901,000Mar 31, 2023
WOLVERINE TRADING, LLC0.01%0.00%21,90021,900100.00%274,000Mar 31, 2023
SCIENCAST MANAGEMENT LP0.00%0.32%18,67518,675100.00%238,480,000Mar 31, 2023
CASCADE INVESTMENT GROUP, INC.0.00%0.21%16,95016,950100.00%213,740,000Mar 31, 2023
NAVITER WEALTH, LLC0.00%0.08%16,80916,809100.00%217,508,000Mar 31, 2023
AFT, FORSYTH & COMPANY, INC.0.00%0.16%16,69016,690100.00%210,461,000Mar 31, 2023
CYPRESS WEALTH SERVICES, LLC0.00%0.06%16,67516,675100.00%210,271,000Mar 31, 2023
ICON WEALTH PARTNERS, LLC0.00%0.02%15,69915,699100.00%197,959,000Mar 31, 2023
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.00%0.00%14,92114,921100.00%188,154,000Mar 31, 2023
FORTEM FINANCIAL GROUP, LLC0.00%0.11%13,04813,048100.00%164,535,000Mar 31, 2023
BANK JULIUS BAER & CO. LTD, ZURICH0.00%0.00%12,41812,418100.00%157,000Mar 31, 2023
SILVER OAK SECURITIES, INCORPORATED0.00%0.03%12,36012,360100.00%156,000Mar 31, 2023
STRATEGIC WEALTH PARTNERS, LTD.0.00%0.02%12,23712,237100.00%154,310,000Mar 31, 2023
FIRST AFFIRMATIVE FINANCIAL NETWORK0.00%0.16%10,67410,674100.00%134,602,000Mar 31, 2023
DIFESA CAPITAL MANAGEMENT, LP0.00%0.08%10,00010,000100.00%126,100,000Mar 31, 2023
ADVISORY SERVICES NETWORK, LLC0.00%0.00%6,2956,295100.00%79,380,000Mar 31, 2023
KALOS MANAGEMENT, INC.0.00%0.09%3,6153,615100.00%45,585,000Mar 31, 2023
CUTLER GROUP LLC / CA0.00%0.00%3,4003,400100.00%1,000Mar 31, 2023
MRP CAPITAL INVESTMENTS, LLC0.00%0.04%3,0073,007100.00%37,919,000Mar 31, 2023
GPS WEALTH STRATEGIES GROUP, LLC0.00%0.01%2,7552,755100.00%34,741,000Mar 31, 2023
BARCLAYS PLC0.00%-2,5382,538100.00%32,000Mar 31, 2023
AHRENS INVESTMENT PARTNERS LLC0.00%0.01%2,0382,038100.00%25,699,000Mar 31, 2023
PRIVATE OCEAN, LLC0.00%0.00%1,1281,128100.00%14,224,000Mar 31, 2023
TWIN TREE MANAGEMENT, LP0.00%-1,0971,097100.00%13,833,000Mar 31, 2023
ARMSTRONG ADVISORY GROUP, INC0.00%0.00%322322100.00%4,061,000Mar 31, 2023

Blue Owl Capital's largest new institutional shareholder by number of shares is OREGON PUBLIC EMPLOYEES RETIREMENT FUND, purchased 8.98M shares, valued at $116.17B, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RENAISSANCE TECHNOLOGIES LLC----1,300,857-100.00%-Mar 31, 2023
CONVERSANT CAPITAL LLC----1,048,600-100.00%-Mar 31, 2023
MARSHALL WACE, LLP----616,203-100.00%-Mar 31, 2023
JANUS HENDERSON GROUP PLC----250,571-100.00%-Mar 31, 2023
ANSON FUNDS MANAGEMENT LP----200,000-100.00%-Mar 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC----178,800-100.00%-Mar 31, 2023
ADVISORS CAPITAL MANAGEMENT, LLC----176,014-100.00%-Mar 31, 2023
INTEGRATED WEALTH CONCEPTS LLC----165,650-100.00%-Mar 31, 2023
ACADIAN ASSET MANAGEMENT LLC----140,747-100.00%-Mar 31, 2023
VIRTU FINANCIAL LLC----126,283-100.00%-Mar 31, 2023
QUARRY LP----110,000-100.00%-Mar 31, 2023
QUANTBOT TECHNOLOGIES LP----106,698-100.00%-Mar 31, 2023
INTELLECTUS PARTNERS, LLC----86,407-100.00%-Mar 31, 2023
RUSSELL INVESTMENTS GROUP, LTD.----83,572-100.00%-Mar 31, 2023
MERIDIAN WEALTH MANAGEMENT, LLC----74,140-100.00%-Mar 31, 2023
FIRST TRUST ADVISORS LP----67,548-100.00%-Mar 31, 2023
GRANITESHARES ADVISORS LLC----52,320-100.00%-Mar 31, 2023
PEARL RIVER CAPITAL, LLC----47,544-100.00%-Mar 31, 2023
GFS ADVISORS, LLC----46,820-100.00%-Mar 31, 2023
VICTORY CAPITAL MANAGEMENT INC----42,908-100.00%-Mar 31, 2023
Y-INTERCEPT (HONG KONG) LTD----42,846-100.00%-Mar 31, 2023
EQIS CAPITAL MANAGEMENT, INC.----33,039-100.00%-Mar 31, 2023
AQUATIC CAPITAL MANAGEMENT LLC----29,800-100.00%-Mar 31, 2023
FOX RUN MANAGEMENT, L.L.C.----23,455-100.00%-Mar 31, 2023
GOTHAM ASSET MANAGEMENT, LLC----22,235-100.00%-Mar 31, 2023
RHUMBLINE ADVISERS----16,027-100.00%-Mar 31, 2023
LIDO ADVISORS, LLC----12,119-100.00%-Mar 31, 2023
KESTRA PRIVATE WEALTH SERVICES, LLC----11,500-100.00%-Mar 31, 2023
HSBC HOLDINGS PLC----11,069-100.00%-Mar 31, 2023
XTX TOPCO LTD----11,021-100.00%-Mar 31, 2023
CIBC ASSET MANAGEMENT INC----10,919-100.00%-Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP----10,399-100.00%-Mar 31, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO----8,364-100.00%-Mar 31, 2023
FIFTH THIRD BANCORP----7,000-100.00%-Mar 31, 2023
MONEY CONCEPTS CAPITAL CORP----4,858-100.00%-Mar 31, 2023
GROUP ONE TRADING, L.P.----3,898-100.00%-Mar 31, 2023
CUTLER GROUP LLC / CA----3,400-100.00%-Mar 31, 2023
HEADLANDS TECHNOLOGIES LLC----1,531-100.00%-Mar 31, 2023
CEDAR WEALTH MANAGEMENT, LLC----1,400-100.00%-Mar 31, 2023
COPPELL ADVISORY SOLUTIONS CORP.----900-100.00%-Mar 31, 2023
IFP ADVISORS, INC----800-100.00%-Mar 31, 2023
CITIGROUP INC----456-100.00%-Mar 31, 2023
EXCHANGE TRADED CONCEPTS, LLC----325-100.00%-Mar 31, 2023
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----12-100.00%-Mar 31, 2023

Blue Owl Capital's largest sold out institutional shareholder by shares sold is RENAISSANCE TECHNOLOGIES LLC, sold -1.30M shares, valued at -, as of undefined.

Blue Owl Capital Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND3.53%150,000--Feb 29, 2024
Destra Multi-Alternative Fund1.08%236,500-50,000-17.45%Dec 31, 2023
GraniteShares ETF Trust1.01%54,180--Dec 31, 2023
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.54%400,000--Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.33%2,850,000--Dec 31, 2023
Gabelli ETFs Trust0.28%3,700--Dec 29, 2023
Primark Private Equity Investments Fund0.28%98,420--Dec 31, 2023
RIVERNORTH OPPORTUNITIES FUND, INC.0.16%188,333--Jan 31, 2024
Alpha Alternative Assets Fund0.10%44,700--Dec 31, 2023
ALLSPRING MASTER TRUST0.07%4,301,000--Feb 29, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.06%366,000--Feb 29, 2024
ALPS Variable Investment Trust0.06%19,300-1,500-7.21%Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.06%8,247,000--Dec 31, 2023
RiverNorth Funds0.05%1,277,750--Dec 31, 2023
Calvert Responsible Index Series, Inc.0.03%56,962--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.03%73,000--Dec 31, 2023
ALLSPRING MASTER TRUST0.03%1,772,000--Feb 29, 2024
ADVISORS' INNER CIRCLE FUND0.02%322,300175,500119.55%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.02%202,297140,919229.59%Dec 31, 2023
LMP CAPITAL & INCOME FUND INC.0.01%3,222--Feb 29, 2024
SCM Trust0.01%27,475--Dec 31, 2023
AMERICAN PENSION INVESTORS TRUST0.01%34,450--Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.01%640,000--Feb 29, 2024
AdvisorShares Trust0.00%12,268--Dec 29, 2023
PUTNAM VARIABLE TRUST0.00%49,100--Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%169,32154,21247.10%Jan 31, 2024
Alternative Credit Income Fund0.00%5,949--Dec 31, 2023
Franklin Custodian Funds0.00%900,000--Dec 31, 2023
FIRST TRUST ALTERNATIVE OPPORTUNITIES FUND0.00%6,953--Dec 31, 2023
FIDELITY SELECT PORTFOLIOS0.00%67,488--Feb 29, 2024
JANUS INVESTMENT FUND0.00%236,092--Dec 31, 2023
RBB FUND, INC.0.00%70,254--Feb 29, 2024
Innovator ETFs Trust0.00%2,5602,560-Jan 31, 2024
FINANCIAL INVESTORS TRUST0.00%47,500--Jan 31, 2024
OPTIMUM FUND TRUST0.00%77,20040,500110.35%Dec 29, 2023
John Hancock Exchange-Traded Fund Trust0.00%1,919--Jan 31, 2024
Janus Detroit Street Trust0.00%26,012--Jan 31, 2024
VanEck ETF Trust0.00%7,467,7261,126,96417.77%Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%327,000--Dec 31, 2023
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%312,000--Dec 31, 2023
LITMAN GREGORY FUNDS TRUST0.00%11,181--Dec 31, 2023
John Hancock Funds II0.00%1,476,000--Feb 29, 2024
AMERICAN CENTURY INTERNATIONAL BOND FUNDS0.00%1,249,000--Jan 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%8,942--Jan 31, 2024
LEGG MASON PARTNERS INCOME TRUST0.00%40,545--Feb 29, 2024
CION Ares Diversified Credit Fund0.00%2,500--Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%46,582--Jan 31, 2024
John Hancock Funds II0.00%574,000--Feb 29, 2024
Bridge Builder Trust0.00%243,300--Dec 31, 2023
JANUS ASPEN SERIES0.00%1,372--Dec 31, 2023
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%459,80015,1003.40%Feb 29, 2024
WisdomTree Trust0.00%29,9802,3348.44%Feb 29, 2024
Mercer Funds0.00%118,200118,200-Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS0.00%100--Dec 31, 2023
ADVANCED SERIES TRUST0.00%33,276--Dec 29, 2023
WILSHIRE MUTUAL FUNDS INC0.00%1,926--Dec 31, 2023
Dimensional ETF Trust0.00%1,381--Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%5,531--Dec 31, 2023
John Hancock Funds II0.00%26,92611,19871.20%Feb 29, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%1,908--Dec 31, 2023
MUTUAL FUND SERIES TRUST0.00%395--Dec 31, 2023

Blue Owl Capital's largest mutual fund holder by % of total assets is "FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND", owning 150.00K shares, compromising 3.53% of its total assets.

Blue Owl Capital Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 233073.37%
31 Mar, 23297-2.62%
31 Dec, 223058.93%
30 Sep, 22280-1.75%
30 Jun, 222857.95%
31 Mar, 222649.54%
31 Dec, 212418.56%
30 Sep, 212225.71%
30 Jun, 212104.48%
31 Mar, 212015.79%
31 Dec, 2019026.67%
30 Sep, 2015018.11%
30 Jun, 2012718.69%
31 Mar, 2010764.62%
31 Dec, 196530.00%
30 Sep, 19504900.00%
30 Jun, 191-
31 Mar, 191-

As of 30 Jun 23, 307 institutions are holding Blue Owl Capital's shares, representing an increase of 3.37% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 23164,845,481-4.40%
31 Mar, 23172,435,0591.14%
31 Dec, 22170,488,3352.73%
30 Sep, 22165,963,728-3.81%
30 Jun, 22172,546,1710.21%
31 Mar, 22172,188,3393.31%
31 Dec, 21166,666,952-1.49%
30 Sep, 21169,193,9010.55%
30 Jun, 21168,262,980-5.21%
31 Mar, 21177,518,448-0.25%
31 Dec, 20177,957,51910.63%
30 Sep, 20160,855,24816.83%
30 Jun, 20137,678,04962.64%
31 Mar, 2084,652,89626.64%
31 Dec, 1966,842,90929.59%
30 Sep, 1951,579,3758135448.11%
30 Jun, 19634-
31 Mar, 19634-

Blue Owl Capital (ORCC) has 164.85M shares outstanding as of 30 Jun 23, down -4.40% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2342.15%2.17%
31 Mar, 2344.10%2.36%
31 Dec, 2243.27%2.44%
30 Sep, 2242.14%2.20%
30 Jun, 2243.77%2.30%
31 Mar, 2243.67%2.42%
31 Dec, 2142.48%2.29%
30 Sep, 2143.08%2.34%
30 Jun, 2142.94%2.08%
31 Mar, 2145.39%2.14%
31 Dec, 2046.04%2.66%
30 Sep, 2041.61%3.26%
30 Jun, 2035.72%7.72%
31 Mar, 2021.52%7.45%
31 Dec, 1916.99%9.46%
30 Sep, 1913.40%40555848750.00%
30 Jun, 190.00%500000.00%
31 Mar, 190.00%-

As of 30 Jun 23, Blue Owl Capital is held by 42.15% institutional shareholders, representing a 2.17% growth compared to 31 Mar 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 231771.72%
31 Mar, 23174-9.84%
31 Dec, 2219328.67%
30 Sep, 22150-11.24%
30 Jun, 2216911.18%
31 Mar, 22152-1.94%
31 Dec, 2115519.23%
30 Sep, 211301.56%
30 Jun, 2112816.36%
31 Mar, 21110-19.71%
31 Dec, 2013725.69%
30 Sep, 201099.00%
30 Jun, 2010020.48%
31 Mar, 208359.62%
31 Dec, 19526.12%
30 Sep, 1949-
30 Jun, 19--100.00%
31 Mar, 191-

177 institutional shareholders have increased their position in ORCC stock as of 30 Jun 23 compared to 174 in the previous quarter (a 1.72% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 23778.45%
31 Mar, 2371-4.05%
31 Dec, 2274-5.13%
30 Sep, 227821.88%
30 Jun, 22644.92%
31 Mar, 226119.61%
31 Dec, 2151-5.56%
30 Sep, 215417.39%
30 Jun, 2146-11.54%
31 Mar, 215267.74%
31 Dec, 203155.00%
30 Sep, 202053.85%
30 Jun, 2013-13.33%
31 Mar, 201550.00%
31 Dec, 1910-
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--

77 institutional shareholders have reduced their position in ORCC stock as of 30 Jun 23 compared to 71 in the previous quarter (a 8.45% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 233073.37%164,845,481-4.40%42.15%2.17%1771.72%778.45%
31 Mar, 23297-2.62%172,435,0591.14%44.10%2.36%174-9.84%71-4.05%
31 Dec, 223058.93%170,488,3352.73%43.27%2.44%19328.67%74-5.13%
30 Sep, 22280-1.75%165,963,728-3.81%42.14%2.20%150-11.24%7821.88%
30 Jun, 222857.95%172,546,1710.21%43.77%2.30%16911.18%644.92%
31 Mar, 222649.54%172,188,3393.31%43.67%2.42%152-1.94%6119.61%
31 Dec, 212418.56%166,666,952-1.49%42.48%2.29%15519.23%51-5.56%
30 Sep, 212225.71%169,193,9010.55%43.08%2.34%1301.56%5417.39%
30 Jun, 212104.48%168,262,980-5.21%42.94%2.08%12816.36%46-11.54%
31 Mar, 212015.79%177,518,448-0.25%45.39%2.14%110-19.71%5267.74%
31 Dec, 2019026.67%177,957,51910.63%46.04%2.66%13725.69%3155.00%
30 Sep, 2015018.11%160,855,24816.83%41.61%3.26%1099.00%2053.85%
30 Jun, 2012718.69%137,678,04962.64%35.72%7.72%10020.48%13-13.33%
31 Mar, 2010764.62%84,652,89626.64%21.52%7.45%8359.62%1550.00%
31 Dec, 196530.00%66,842,90929.59%16.99%9.46%526.12%10-
30 Sep, 19504900.00%51,579,3758135448.11%13.40%40555848750.00%49---
30 Jun, 191-634-0.00%500000.00%--100.00%--
31 Mar, 191-634-0.00%-1---

Blue Owl Capital Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 31, 2023Temple Chrisdirector-P-PurchaseBuy5,900$13.30$78.47K36,000
May 26, 2023Swatt Matthewofficer Co-Treasurer and Co-ControllerP-PurchaseBuy65$13.15$854.752,379
May 24, 2023Kaye Eric A.director-P-PurchaseBuy3,749$13.34$50.01K19,144
May 22, 2023Packer Craigdirector, officer President and CEOP-PurchaseBuy75,600$13.23$1.00M300,716
May 18, 2023DAlelio Edward Hdirector-P-PurchaseBuy3,000$12.89$38.67K3,000
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy3,840$12.99$49.87K48,435
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy3,840$12.98$49.83K44,595
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy1,915$13.00$24.89K40,755
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy3,840$12.98$49.83K38,840
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy20,000$13.02$260.45K35,000
Jun 01, 2022Woolridge Victordirector P-PurchaseBuy11,655$12.86$149.89K11,655
May 27, 2022Temple Chrisdirector P-PurchaseBuy10,000$12.94$129.40K27,948
May 25, 2022Swatt Matthewofficer Co-Treasurer and Co-ControllerP-PurchaseBuy190$12.81$2.43K2,314
May 25, 2022Weiler Melissadirector P-PurchaseBuy8,000$12.63$101.05K28,000
Nov 10, 2021Weiler Melissadirector-P-PurchaseBuy10,000$14.71$147.07K20,000

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 31, 2023Temple Chrisdirector-P-PurchaseBuy5,900$13.30$78.47K36,000
May 26, 2023Swatt Matthewofficer Co-Treasurer and Co-ControllerP-PurchaseBuy65$13.15$854.752,379
May 24, 2023Kaye Eric A.director-P-PurchaseBuy3,749$13.34$50.01K19,144
May 22, 2023Packer Craigdirector, officer President and CEOP-PurchaseBuy75,600$13.23$1.00M300,716
May 18, 2023DAlelio Edward Hdirector-P-PurchaseBuy3,000$12.89$38.67K3,000
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy3,840$12.99$49.87K48,435
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy3,840$12.98$49.83K44,595
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy1,915$13.00$24.89K40,755
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy3,840$12.98$49.83K38,840
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy20,000$13.02$260.45K35,000
Jun 01, 2022Woolridge Victordirector P-PurchaseBuy11,655$12.86$149.89K11,655
May 27, 2022Temple Chrisdirector P-PurchaseBuy10,000$12.94$129.40K27,948
May 25, 2022Swatt Matthewofficer Co-Treasurer and Co-ControllerP-PurchaseBuy190$12.81$2.43K2,314
May 25, 2022Weiler Melissadirector P-PurchaseBuy8,000$12.63$101.05K28,000
Nov 10, 2021Weiler Melissadirector-P-PurchaseBuy10,000$14.71$147.07K20,000

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 15, 2023Lamm, Jonathanofficer CFO and COOJ-OtherBuy6,500--6,500
May 31, 2023Temple Chrisdirector-P-PurchaseBuy5,900$13.30$78.47K36,000
May 26, 2023Swatt Matthewofficer Co-Treasurer and Co-ControllerP-PurchaseBuy65$13.15$854.752,379
May 24, 2023Kaye Eric A.director-P-PurchaseBuy3,749$13.34$50.01K19,144
May 22, 2023Packer Craigdirector, officer President and CEOP-PurchaseBuy75,600$13.23$1.00M300,716
May 18, 2023DAlelio Edward Hdirector-P-PurchaseBuy3,000$12.89$38.67K3,000
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy3,840$12.99$49.87K48,435
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy3,840$12.98$49.83K44,595
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy1,915$13.00$24.89K40,755
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy3,840$12.98$49.83K38,840
Sep 12, 2022Maged Alexisofficer Vice PresidentP-PurchaseBuy20,000$13.02$260.45K35,000
Jun 01, 2022Woolridge Victordirector P-PurchaseBuy11,655$12.86$149.89K11,655
May 27, 2022Temple Chrisdirector P-PurchaseBuy10,000$12.94$129.40K27,948
May 25, 2022Swatt Matthewofficer Co-Treasurer and Co-ControllerP-PurchaseBuy190$12.81$2.43K2,314
May 25, 2022Weiler Melissadirector P-PurchaseBuy8,000$12.63$101.05K28,000
May 04, 2022McMillon Jenniferofficer-Buy----
Feb 15, 2022Kirshenbaum Alanofficer-Buy----
Nov 24, 2021Woolridge Victordirector Buy----
Nov 10, 2021Weiler Melissadirector-P-PurchaseBuy10,000$14.71$147.07K20,000
Sep 01, 2021Withem Shariofficer-Buy----

The last insider buy of ORCC was made by Temple Chris on May 31 2023, buying 5,900 shares at $13.30 per share (worth $78.47K).

Blue Owl Capital Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 20231--
Q2 20235--
Q2 20224--
Q4 20211--
Q3 2021-2-
Q2 2021-40-
Q1 20211--
Q4 20202--
Q3 202033100.00%
Q2 202021811.11%
Q1 20204--
Q4 20191--
Q2 20196--
Q1 201912--
Q4 201812--
Q3 20189--
Q2 20182--
Q1 2018---
Q2 201771700.00%
Q1 2017---

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Blue Owl Capital's insiders, as of Q4 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2023---
Q2 20235--
Q2 20224--
Q4 20211--
Q3 2021---
Q2 2021-40-
Q1 20211--
Q4 20202--
Q3 202033100.00%
Q2 202021811.11%
Q1 20204--
Q4 20191--
Q2 20195--
Q1 201910--
Q4 201810--
Q3 20188--
Q2 20182--
Q1 2018---
Q2 201771700.00%
Q1 2017---

As of Q4 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Blue Owl Capital's stocks.

Blue Owl Capital Peer Ownership


TickerCompany
BBDCBarings BDC, Inc.
SYFSynchrony Financial
COFCapital One Financial Corporation
RWAYRunway Growth Finance Corp.
AXPAmerican Express Company
NAVINavient Corporation
CPSSConsumer Portfolio Services, Inc.
VVisa Inc.
ALLYAlly Financial Inc.
AGMFederal Agricultural Mortgage Corporation
GDOTGreen Dot Corporation
OCSLOaktree Specialty Lending Corporation
OMFOneMain Holdings, Inc.
DFSDiscover Financial Services

ORCC Ownership FAQ


Blue Owl Capital is owned by institutional shareholders (42.15%), insiders (1.60%), and public (56.24%). The largest institutional shareholder of Blue Owl Capital is REGENTS OF THE UNIVERSITY OF CALIFORNIA (6.43% of total shares) and the top mutual fund owner is FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND (3.53% of total shares).

Blue Owl Capital's major institutional shareholders are REGENTS OF THE UNIVERSITY OF CALIFORNIA, STATE OF NEW JERSEY COMMON PENSION FUND E, BANK OF AMERICA CORP /DE/, OREGON PUBLIC EMPLOYEES RETIREMENT FUND, and BROWN UNIVERSITY. The top five shareholders own together 18.66% of the company's share outstanding.

As of Jun 2023, there are 307 institutional shareholders of Blue Owl Capital.

REGENTS OF THE UNIVERSITY OF CALIFORNIA owns 25.34M shares of Blue Owl Capital, representing 6.43% of the company's total shares outstanding, valued at $319.5B (as of Mar 2023).

As of Mar 2023, STATE OF NEW JERSEY COMMON PENSION FUND E holds 22.75M shares of Blue Owl Capital (ORCC), compromising 5.77% of the company, valued at $286.89B.

BANK OF AMERICA CORP /DE/ is the third largest holder of Blue Owl Capital. The company owns 10.1M of the company's shares outstanding (worth $127.37B).