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

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

92.26%

Insider Ownership

0.04%

Retail Ownership

7.70%

Institutional Holders

313.00

Blue Owl Capital Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAPITAL WORLD INVESTORS	13.55%	0.17%	63,175,751	40,321	0.06%	941,318,734	Dec 31, 2023
ICONIQ CAPITAL, LLC	10.72%	13.90%	50,000,000	-	-	745,000,000	Dec 31, 2023
BANK OF AMERICA CORP /DE/	8.89%	0.06%	41,480,785	11,917,127	40.31%	618,063,697	Dec 31, 2023
VANGUARD GROUP INC	8.68%	0.01%	40,480,663	281,324	0.70%	603,161,878	Dec 31, 2023
CAPITAL INTERNATIONAL INVESTORS	7.11%	0.11%	33,177,641	3,565,657	12.04%	494,346,851	Dec 31, 2023
BLACKROCK INC.	3.54%	0.01%	16,497,575	624,131	3.93%	245,813,869	Dec 31, 2023
REGENTS OF THE UNIVERSITY OF CALIFORNIA	3.43%	29.97%	16,017,491	-	-	238,660,616	Dec 31, 2023
CAPITAL RESEARCH GLOBAL INVESTORS	2.01%	0.03%	9,391,564	799	0.01%	139,934,304	Dec 31, 2023
BROWN UNIVERSITY	1.95%	48.82%	9,071,690	-1,625,000	-15.19%	135,168,181	Dec 31, 2023
FMR LLC	1.64%	0.01%	7,646,372	6,782,719	785.35%	113,930,938	Dec 31, 2023
STATE STREET CORP	1.56%	0.01%	7,292,518	406,986	5.91%	108,658,518	Dec 31, 2023
FEDERATED HERMES, INC.	1.50%	0.26%	6,973,500	-	-	103,905,150	Dec 31, 2023
BLUE POOL MANAGEMENT LTD.	1.48%	40.39%	6,900,000	-34,257,043	-83.23%	102,810,000,000	Dec 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	1.30%	0.01%	6,050,816	288,816	5.01%	90,172,424	Dec 31, 2023
MILLENNIUM MANAGEMENT LLC	1.23%	0.04%	5,713,255	4,965,242	663.79%	85,127,500	Dec 31, 2023
STATE OF NEW JERSEY COMMON PENSION FUND E	1.14%	19.04%	5,300,000	-	-	78,970,000	Dec 31, 2023
NEWLIGHT PARTNERS LP	1.00%	41.18%	4,661,009	-3,825,613	-45.08%	69,449,000	Dec 31, 2023
BECK MACK & OLIVER LLC	1.00%	1.61%	4,657,055	246,955	5.60%	69,390,120	Dec 31, 2023
CLEARBRIDGE INVESTMENTS, LLC	0.99%	0.06%	4,607,604	-46,419	-1.00%	68,653,298	Dec 31, 2023
MORGAN STANLEY	0.95%	0.01%	4,426,321	772,685	21.15%	65,952,198	Dec 31, 2023

Blue Owl Capital's largest institutional shareholder is CAPITAL WORLD INVESTORS, holding 13.55% of the company's total share outstanding, currently valued at $941.32M. The top 10 institutional shareholders own together 61.53% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BROWN UNIVERSITY	1.95%	48.82%	9,071,690	-1,625,000	-15.19%	135,168,181	Dec 31, 2023
NEWLIGHT PARTNERS LP	1.00%	41.18%	4,661,009	-3,825,613	-45.08%	69,449,000	Dec 31, 2023
BLUE POOL MANAGEMENT LTD.	1.48%	40.39%	6,900,000	-34,257,043	-83.23%	102,810,000,000	Dec 31, 2023
REGENTS OF THE UNIVERSITY OF CALIFORNIA	3.43%	29.97%	16,017,491	-	-	238,660,616	Dec 31, 2023
STATE OF NEW JERSEY COMMON PENSION FUND E	1.14%	19.04%	5,300,000	-	-	78,970,000	Dec 31, 2023
ICONIQ CAPITAL, LLC	10.72%	13.90%	50,000,000	-	-	745,000,000	Dec 31, 2023
YARRA SQUARE PARTNERS LP	0.20%	13.61%	938,984	-87,000	-8.48%	13,990,862	Dec 31, 2023
RDST CAPITAL LLC	0.33%	7.24%	1,526,000	-152,265	-9.07%	22,737,400	Dec 31, 2023
CAZ INVESTMENTS LP	0.07%	6.04%	303,000	-	-	4,515,000	Dec 31, 2023
M.D. SASS, INC.	0.56%	4.72%	2,631,853	-100,551	-3.68%	39,214,613	Dec 31, 2023
CALLODINE CAPITAL MANAGEMENT, LP	0.23%	4.22%	1,075,000	-311,489	-22.47%	16,017,500	Dec 31, 2023
CORTLAND ASSOCIATES INC/MO	0.33%	3.39%	1,553,167	-1,429	-0.09%	23,142,000	Dec 31, 2023
BARTON INVESTMENT MANAGEMENT	0.36%	3.25%	1,665,770	109,412	7.03%	24,819,973	Dec 31, 2023
	0.14%	2.92%	666,371	666,371	100.00%	9,928,928	Dec 31, 2023
TRANSCEND CAPITAL ADVISORS, LLC	0.36%	2.19%	1,659,029	-11,795	-0.71%	24,719,533	Dec 31, 2023
	0.05%	2.19%	243,080	243,080	100.00%	3,621,892	Dec 31, 2023
CAT ROCK CAPITAL MANAGEMENT LP	0.16%	1.73%	764,020	-2,292,801	-75.01%	11,383,898	Dec 31, 2023
BECK MACK & OLIVER LLC	1.00%	1.61%	4,657,055	246,955	5.60%	69,390,120	Dec 31, 2023
TRANQUILITY PARTNERS, LLC	0.05%	1.59%	254,208	-25,776	-9.21%	3,787,701	Dec 31, 2023
IBEX WEALTH ADVISORS	0.00%	1.44%	446	-307,923	-99.86%	6,641	Dec 31, 2023

The largest Blue Owl Capital shareholder by % of total assets is BROWN UNIVERSITY. The company owns 9.07M shares of Blue Owl Capital (OWL), representing 48.82% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BANK OF AMERICA CORP /DE/	8.89%	0.06%	41,480,785	11,917,127	40.31%	618,063,697	Dec 31, 2023
FMR LLC	1.64%	0.01%	7,646,372	6,782,719	785.35%	113,930,938	Dec 31, 2023
MILLENNIUM MANAGEMENT LLC	1.23%	0.04%	5,713,255	4,965,242	663.79%	85,127,500	Dec 31, 2023
CAPITAL INTERNATIONAL INVESTORS	7.11%	0.11%	33,177,641	3,565,657	12.04%	494,346,851	Dec 31, 2023
MACQUARIE GROUP LTD	0.67%	0.05%	3,128,778	3,128,778	100.00%	46,619,000	Dec 31, 2023
BALYASNY ASSET MANAGEMENT L.P.	0.66%	0.09%	3,089,264	3,089,264	100.00%	46,030,034	Dec 31, 2023
LORD, ABBETT & CO. LLC	0.35%	0.09%	1,637,697	1,637,697	100.00%	24,402,000	Dec 31, 2023
FRANKLIN RESOURCES INC	0.40%	0.01%	1,865,492	1,146,734	159.54%	27,795,831	Dec 31, 2023
WESTWOOD HOLDINGS GROUP INC	0.21%	0.12%	968,016	968,016	100.00%	14,423,000	Dec 31, 2023
WALLEYE CAPITAL LLC	0.17%	0.02%	778,720	778,720	100.00%	11,602,928	Dec 31, 2023
MORGAN STANLEY	0.95%	0.01%	4,426,321	772,685	21.15%	65,952,198	Dec 31, 2023
NORGES BANK	0.15%	0.00%	689,299	689,299	100.00%	10,270,555	Dec 31, 2023
	0.14%	2.92%	666,371	666,371	100.00%	9,928,928	Dec 31, 2023
OMERS ADMINISTRATION CORP	0.14%	0.12%	662,900	662,900	100.00%	9,877,210	Dec 31, 2023
CITADEL ADVISORS LLC	0.16%	0.00%	727,164	647,518	813.00%	10,834,744	Dec 31, 2023
BLACKROCK INC.	3.54%	0.01%	16,497,575	624,131	3.93%	245,813,869	Dec 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC	0.13%	0.06%	614,943	614,943	100.00%	9,162,655	Dec 31, 2023
TWO SIGMA INVESTMENTS, LP	0.20%	0.03%	922,263	531,277	135.88%	13,741,719	Dec 31, 2023
UBS GROUP AG	0.16%	0.00%	758,730	509,950	204.98%	11,305,077	Dec 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.23%	0.02%	1,049,800	444,600	73.46%	15,642,000	Dec 31, 2023

As of Dec 31 2023, Blue Owl Capital's largest institutional buyer is BANK OF AMERICA CORP /DE/. The company purchased 11.92M stocks of OWL, valued at $618.06M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLUE POOL MANAGEMENT LTD.	1.48%	40.39%	6,900,000	-34,257,043	-83.23%	102,810,000,000	Dec 31, 2023
1888 INVESTMENTS, LLC	-	-	-	-5,733,342	-100.00%	-	Dec 31, 2023
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	-	-	-	-4,000,000	-100.00%	-	Dec 31, 2023
NEWLIGHT PARTNERS LP	1.00%	41.18%	4,661,009	-3,825,613	-45.08%	69,449,000	Dec 31, 2023
CAT ROCK CAPITAL MANAGEMENT LP	0.16%	1.73%	764,020	-2,292,801	-75.01%	11,383,898	Dec 31, 2023
BROWN UNIVERSITY	1.95%	48.82%	9,071,690	-1,625,000	-15.19%	135,168,181	Dec 31, 2023
LMR PARTNERS LLP	-	-	-	-1,168,434	-100.00%	-	Dec 31, 2023
MOORE CAPITAL MANAGEMENT, LP	-	-	-	-1,050,000	-100.00%	-	Dec 31, 2023
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0.00%	0.02%	19,848	-1,001,613	-98.06%	295,735	Dec 31, 2023
POINT72 ASSET MANAGEMENT, L.P.	0.01%	0.00%	46,200	-939,300	-95.31%	688,380	Dec 31, 2023
1832 ASSET MANAGEMENT L.P.	0.11%	0.01%	526,400	-783,356	-59.81%	7,843,360	Dec 31, 2023
MARSHALL WACE, LLP	0.04%	0.00%	188,922	-770,541	-80.31%	2,814,938	Dec 31, 2023
PHOENIX HOLDINGS LTD.	-	-	-	-493,817	-100.00%	-	Dec 31, 2023
ALLIANCEBERNSTEIN L.P.	0.22%	0.01%	1,043,699	-387,227	-27.06%	15,551,115	Dec 31, 2023
WESTFIELD CAPITAL MANAGEMENT CO LP	0.91%	0.37%	4,251,539	-377,884	-8.16%	63,347,931	Dec 31, 2023
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.01%	0.00%	29,248	-316,531	-91.54%	436,000	Dec 31, 2023
CALLODINE CAPITAL MANAGEMENT, LP	0.23%	4.22%	1,075,000	-311,489	-22.47%	16,017,500	Dec 31, 2023
IBEX WEALTH ADVISORS	0.00%	1.44%	446	-307,923	-99.86%	6,641	Dec 31, 2023
	-	-	-	-279,515	-100.00%	-	Dec 31, 2023
U.S. CAPITAL WEALTH ADVISORS, LLC	-	-	-	-243,665	-100.00%	-	Dec 31, 2023

As of Dec 31 2023, Blue Owl Capital's biggest institutional seller is BLUE POOL MANAGEMENT LTD.. The company sold -34.26M shares of OWL, valued at $102.81B.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MACQUARIE GROUP LTD	0.67%	0.05%	3,128,778	3,128,778	100.00%	46,619,000	Dec 31, 2023
LORD, ABBETT & CO. LLC	0.35%	0.09%	1,637,697	1,637,697	100.00%	24,402,000	Dec 31, 2023
WESTWOOD HOLDINGS GROUP INC	0.21%	0.12%	968,016	968,016	100.00%	14,423,000	Dec 31, 2023
WALLEYE CAPITAL LLC	0.17%	0.02%	778,720	778,720	100.00%	11,602,928	Dec 31, 2023
NORGES BANK	0.15%	0.00%	689,299	689,299	100.00%	10,270,555	Dec 31, 2023
	0.14%	2.92%	666,371	666,371	100.00%	9,928,928	Dec 31, 2023
OMERS ADMINISTRATION CORP	0.14%	0.12%	662,900	662,900	100.00%	9,877,210	Dec 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC	0.13%	0.06%	614,943	614,943	100.00%	9,162,655	Dec 31, 2023
TCG ADVISORY SERVICES, LLC	0.09%	0.44%	437,064	437,064	100.00%	6,512,253	Dec 31, 2023
NATIONAL BANK OF CANADA /FI/	0.09%	0.01%	412,434	412,434	100.00%	6,084,428	Dec 31, 2023
THRIVENT FINANCIAL FOR LUTHERANS	0.09%	0.01%	407,066	407,066	100.00%	6,066,000	Dec 31, 2023
CIBC WORLD MARKET INC.	0.08%	0.01%	355,472	355,472	100.00%	5,297,000	Dec 31, 2023
HUDSON BAY CAPITAL MANAGEMENT LP	0.07%	0.03%	350,000	350,000	100.00%	5,215,000	Dec 31, 2023
	0.05%	2.19%	243,080	243,080	100.00%	3,621,892	Dec 31, 2023
EDGESTREAM PARTNERS, L.P.	0.05%	0.23%	212,202	212,202	100.00%	3,161,810	Dec 31, 2023
CAPITAL FUND MANAGEMENT S.A.	0.04%	0.01%	208,837	208,837	100.00%	3,111,671	Dec 31, 2023
TEZA CAPITAL MANAGEMENT LLC	0.03%	0.40%	158,709	158,709	100.00%	2,364,764	Dec 31, 2023
EXCHANGE TRADED CONCEPTS, LLC	0.03%	0.05%	130,442	130,442	100.00%	1,943,586,000	Dec 31, 2023
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.02%	0.01%	96,116	96,116	100.00%	1,432,128	Dec 31, 2023
NEW VERNON CAPITAL HOLDINGS II LLC	0.02%	0.76%	94,924	94,924	100.00%	1,414,368	Dec 31, 2023
REDWOOD INVESTMENT MANAGEMENT, LLC	0.02%	0.13%	94,843	94,843	100.00%	1,413,000	Dec 31, 2023
BAIRD FINANCIAL GROUP, INC.	0.02%	0.00%	91,889	91,889	100.00%	1,369,146	Dec 31, 2023
	0.02%	1.28%	86,391	86,391	100.00%	1,287,226	Dec 31, 2023
OPTIMAS CAPITAL LTD	0.02%	1.21%	86,100	86,100	100.00%	1,282,890	Dec 31, 2023
EMPOWERED FUNDS, LLC	0.02%	0.03%	73,605	73,605	100.00%	1,096,715	Dec 31, 2023
STRS OHIO	0.02%	0.00%	72,908	72,908	100.00%	1,086,000	Dec 31, 2023
DIGITALBRIDGE GROUP, INC.	0.01%	0.06%	41,900	41,900	100.00%	618,444	Dec 31, 2023
SEVEN EIGHT CAPITAL, LP	0.01%	0.07%	39,872	39,872	100.00%	594,093	Dec 31, 2023
POINT72 MIDDLE EAST FZE	0.01%	0.02%	37,529	37,529	100.00%	559,178	Dec 31, 2023
LPL FINANCIAL LLC	0.01%	0.00%	34,373	34,373	100.00%	512,153	Dec 31, 2023
ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	0.00%	32,616	32,616	100.00%	485,985	Dec 31, 2023
CAPSTONE INVESTMENT ADVISORS, LLC	0.01%	0.00%	32,144	32,144	100.00%	478,946	Dec 31, 2023
SHERBROOKE PARK ADVISERS LLC	0.01%	0.21%	30,569	30,569	100.00%	455,478	Dec 31, 2023
WRIGHT INVESTORS SERVICE INC	0.01%	0.13%	30,121	30,121	100.00%	448,803	Dec 31, 2023
DUALITY ADVISERS, LP	0.01%	0.04%	28,222	28,222	100.00%	420,508	Dec 31, 2023
	0.01%	0.37%	27,646	27,646	100.00%	411,925	Dec 31, 2023
TITLEIST ASSET MANAGEMENT, LLC	0.00%	0.06%	22,078	22,078	100.00%	328,962	Dec 31, 2023
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)	0.00%	0.01%	18,216	18,216	100.00%	271,418	Dec 31, 2023
CREATIVE PLANNING	0.00%	0.00%	17,950	17,950	100.00%	267,455	Dec 31, 2023
BOOTHBAY FUND MANAGEMENT, LLC	0.00%	0.01%	16,760	16,760	100.00%	249,724	Dec 31, 2023
ADVISORY RESEARCH INC	0.00%	0.03%	14,218	14,218	100.00%	211,848	Dec 31, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.00%	0.00%	13,675	13,675	100.00%	203,751,000	Dec 31, 2023
VIDENT ADVISORY, LLC	0.00%	0.00%	13,056	13,056	100.00%	194,539	Dec 31, 2023
	0.00%	0.08%	12,833	12,833	100.00%	191,212	Dec 31, 2023
	0.00%	0.10%	12,814	12,814	100.00%	190,929	Dec 31, 2023
AFFINITY WEALTH MANAGEMENT LLC	0.00%	0.04%	12,672	12,672	100.00%	188,813	Dec 31, 2023
CAPULA MANAGEMENT LTD	0.00%	0.01%	12,648	12,648	100.00%	188,455	Dec 31, 2023
CALTON & ASSOCIATES, INC.	0.00%	0.07%	12,026	12,026	100.00%	177,509	Dec 31, 2023
AQUATIC CAPITAL MANAGEMENT LLC	0.00%	0.00%	11,900	11,900	100.00%	177,000	Dec 31, 2023
	0.00%	0.00%	11,803	11,803	100.00%	175,865	Dec 31, 2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	0.02%	11,324	11,324	100.00%	760,000	Dec 31, 2023
MORSE ASSET MANAGEMENT, INC	0.00%	0.05%	10,700	10,700	100.00%	159,000	Dec 31, 2023
	0.00%	0.14%	9,900	9,900	100.00%	147,510	Dec 31, 2023
WALLEYE CAPITAL LLC	0.00%	0.00%	7,400	7,400	100.00%	110,260	Dec 31, 2023
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.00%	0.00%	5,986	5,986	100.00%	89,000	Dec 31, 2023
ADVISORY SERVICES NETWORK, LLC	0.00%	0.00%	2,072	2,072	100.00%	30,873	Dec 31, 2023
BENJAMIN F. EDWARDS & COMPANY, INC.	0.00%	0.00%	1,733	1,733	100.00%	26,000	Dec 31, 2023
RONALD BLUE TRUST, INC.	0.00%	0.00%	1,526	1,526	100.00%	20,000	Dec 31, 2023
ANCORA ADVISORS, LLC	0.00%	0.00%	959	959	100.00%	14,289	Dec 31, 2023
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.00%	0.00%	472	472	100.00%	7,033	Dec 31, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.00%	-	413	413	100.00%	6,154,000	Dec 31, 2023
INVESTORS RESEARCH CORP	-	0.00%	213	213	100.00%	3,174	Dec 31, 2023
AMERITAS INVESTMENT PARTNERS, INC.	-	0.00%	123	123	100.00%	1,833	Dec 31, 2023
	-	0.00%	121	121	100.00%	1,880	Dec 31, 2023
ST GERMAIN D J CO INC	-	0.00%	91	91	100.00%	1,356,000	Dec 31, 2023
AVION WEALTH	-	0.00%	77	77	100.00%	1,000	Dec 31, 2023
	-	-	60	60	100.00%	894	Dec 31, 2023
MASSMUTUAL TRUST CO FSB/ADV	-	-	29	29	100.00%	432,000	Dec 31, 2023
MOISAND FITZGERALD TAMAYO, LLC	-	0.00%	25	25	100.00%	375,000	Dec 31, 2023

Blue Owl Capital's largest new institutional shareholder by number of shares is MACQUARIE GROUP LTD, purchased 3.13M shares, valued at $46.62M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
1888 INVESTMENTS, LLC	-	-	-	-5,733,342	-100.00%	-	Dec 31, 2023
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	-	-	-	-4,000,000	-100.00%	-	Dec 31, 2023
LMR PARTNERS LLP	-	-	-	-1,168,434	-100.00%	-	Dec 31, 2023
MOORE CAPITAL MANAGEMENT, LP	-	-	-	-1,050,000	-100.00%	-	Dec 31, 2023
PHOENIX HOLDINGS LTD.	-	-	-	-493,817	-100.00%	-	Dec 31, 2023
	-	-	-	-279,515	-100.00%	-	Dec 31, 2023
U.S. CAPITAL WEALTH ADVISORS, LLC	-	-	-	-243,665	-100.00%	-	Dec 31, 2023
HARBOUR CAPITAL ADVISORS, LLC	-	-	-	-69,750	-100.00%	-	Dec 31, 2023
CUTLER GROUP LLC / CA	-	-	-	-61,500	-100.00%	-	Dec 31, 2023
HOLOCENE ADVISORS, LP	-	-	-	-43,849	-100.00%	-	Dec 31, 2023
WEISS MULTI-STRATEGY ADVISERS LLC	-	-	-	-40,000	-100.00%	-	Dec 31, 2023
AIA GROUP LTD	-	-	-	-39,527	-100.00%	-	Dec 31, 2023
PEAK6 INVESTMENTS LLC	-	-	-	-30,037	-100.00%	-	Dec 31, 2023
MIZUHO SECURITIES USA LLC	-	-	-	-25,574	-100.00%	-	Dec 31, 2023
OLYMPIAD RESEARCH LP	-	-	-	-21,734	-100.00%	-	Dec 31, 2023
PANAGORA ASSET MANAGEMENT INC	-	-	-	-18,156	-100.00%	-	Dec 31, 2023
NAVITER WEALTH, LLC	-	-	-	-10,243	-100.00%	-	Dec 31, 2023
COUNTERPOINT MUTUAL FUNDS LLC	-	-	-	-7,984	-100.00%	-	Dec 31, 2023
CARMEL CAPITAL PARTNERS, LLC	-	-	-	-7,977	-100.00%	-	Dec 31, 2023
SIMPLEX TRADING, LLC	-	-	-	-6,542	-100.00%	-	Dec 31, 2023
WEBSTER BANK, N. A.	-	-	-	-3,000	-100.00%	-	Dec 31, 2023
FOCUSED WEALTH MANAGEMENT, INC	-	-	-	-70	-100.00%	-	Dec 31, 2023
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	-	-	-	-55	-100.00%	-	Dec 31, 2023
GLASS JACOBSON INVESTMENT ADVISORS LLC	-	-	-	-49	-100.00%	-	Dec 31, 2023

Blue Owl Capital's largest sold out institutional shareholder by shares sold is 1888 INVESTMENTS, LLC, sold -5.73M shares, valued at -, as of undefined.

Blue Owl Capital Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
AGF Investments Trust	2.18%	-104,232	23,670	-18.51%	Sep 30, 2023
Gabelli ETFs Trust	2.07%	30,000	1,000	3.45%	Sep 29, 2023
	1.88%	12,457	12,457	-	Sep 30, 2023
LMP CAPITAL & INCOME FUND INC.	1.81%	394,200	-	-	Nov 30, 2023
Capital Group Core Equity ETF	1.69%	290,945	80,140	38.02%	Nov 30, 2023
Capital Group Growth ETF	1.32%	415,037	415,037	-	Nov 30, 2023
AMERICAN FUNDS FUNDAMENTAL INVESTORS	1.23%	22,020,438	-13,563	-0.06%	Sep 30, 2023
AMCAP FUND	1.18%	9,260,542	-	-	Nov 30, 2023
SARATOGA ADVANTAGE TRUST	0.98%	85,393	-6,500	-7.07%	Nov 30, 2023
GROWTH FUND OF AMERICA	0.86%	21,946,325	-73,529	-0.33%	Nov 30, 2023
Primark Private Equity Investments Fund	0.62%	180,000	-	-	Sep 30, 2023
T. Rowe Price Quantitative Management Funds, Inc.	0.39%	1,591,100	-63,000	-3.81%	Sep 30, 2023
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.	0.33%	243,000	-50,000	-17.06%	Sep 30, 2023
ROYCE GLOBAL VALUE TRUST, INC.	0.29%	55,280	-	-	Sep 30, 2023
T. Rowe Price U.S. Equity Research Fund, Inc.	0.28%	443,234	-	-	Sep 30, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.23%	938,175	474,929	102.52%	Oct 31, 2023
GABELLI EQUITY TRUST INC	0.15%	132,500	7,500	6.00%	Sep 29, 2023
CAPITAL WORLD GROWTH & INCOME FUND	0.14%	10,330,013	-	-	Nov 30, 2023
T. Rowe Price Tax-Efficient Funds, Inc.	0.11%	13,500	-29,979	-68.95%	Nov 30, 2023
BNY MELLON FUNDS TRUST	0.11%	8,000,000	-	-	Aug 31, 2023
VANGUARD INDEX FUNDS	0.09%	38,185,878	1,234,660	3.34%	Sep 30, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC	0.09%	767,000	-	-	Sep 30, 2023
Weiss Strategic Interval Fund	0.07%	217,827	217,827	-	Sep 30, 2022
Calvert Responsible Index Series, Inc.	0.06%	104,928	-	-	Sep 30, 2023
LEGG MASON PARTNERS VARIABLE EQUITY TRUST	0.06%	216,900	7,200	3.43%	Sep 29, 2023
ROYCE VALUE TRUST, INC.	0.06%	55,900	-	-	Sep 30, 2023
TIAA SEPARATE ACCOUNT VA 1	0.05%	11,576	-	-	Sep 30, 2023
Adviser Managed Trust	0.03%	2,530	-	-	Oct 31, 2023
ADVISORS' INNER CIRCLE FUND	0.03%	419,872	-	-	Oct 31, 2023
AMERICAN CENTURY GOVERNMENT INCOME TRUST	0.03%	1,586,000	-	-	Sep 30, 2023
AMERICAN BALANCED FUND	0.03%	21,385,307	-	-	Sep 30, 2023
ALLSPRING MASTER TRUST	0.03%	2,184,000	-	-	Nov 30, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC	0.02%	62,000	-	-	Sep 30, 2023
FIDELITY SELECT PORTFOLIOS	0.02%	1,270,600	406,400	47.03%	Nov 30, 2023
AMERICAN CENTURY INVESTMENT TRUST	0.02%	3,369,000	-	-	Sep 30, 2023
MERIDIAN FUND INC	0.02%	72,000	-	-	Sep 29, 2023
AMERICAN CENTURY MUTUAL FUNDS, INC.	0.02%	182,000	-	-	Oct 31, 2023
SCHWAB STRATEGIC TRUST	0.02%	3,173,176	1,432,277	82.27%	Nov 30, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC	0.02%	139,000	-	-	Sep 30, 2023
Goldman Sachs ETF Trust II	0.01%	14,630	162	1.12%	Nov 30, 2023
BNY MELLON FUNDS TRUST	0.01%	1,000,000	-	-	Aug 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC	0.01%	33,000	-	-	Sep 30, 2023
Humankind Benefit Corp	0.01%	259	-32	-11.00%	Sep 30, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS	0.01%	303,507	-594	-0.20%	Sep 30, 2023
AMERICAN CENTURY INVESTMENT TRUST	0.01%	1,474,000	-	-	Sep 30, 2023
ALLSPRING MASTER TRUST	0.01%	728,000	-	-	Nov 30, 2023
	0.01%	4,830	708	17.18%	Sep 30, 2023
SHP ETF Trust	0.01%	22,042	2,771	14.38%	Nov 30, 2023
T. Rowe Price Index Trust, Inc.	0.01%	116,558	-	-	Nov 30, 2023
	0.01%	74,416	74,416	-	Oct 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST	0.01%	403,215	-138,679	-25.59%	Oct 31, 2023
Forethought Variable Insurance Trust	0.00%	18,995	-	-	Sep 29, 2023
NORTHERN LIGHTS FUND TRUST III	0.00%	7,984	-	-	Dec 31, 2023
MASTER INVESTMENT PORTFOLIO	0.00%	305,653	22,769	8.05%	Sep 30, 2023
Tidal ETF Trust	0.00%	27,170	2,070	8.25%	Nov 30, 2023
TIAA-CREF LIFE FUNDS	0.00%	7,061	-	-	Sep 30, 2023
VANGUARD WORLD FUND	0.00%	573,421	-29,643	-4.92%	Nov 30, 2023
Voya VARIABLE PORTFOLIOS INC	0.00%	78,377	-1,018	-1.28%	Sep 30, 2023
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	28,943	787	2.80%	Sep 30, 2023
AMERICAN CENTURY ETF TRUST	0.00%	226,000	-	-	Nov 30, 2023
VICTORY VARIABLE INSURANCE FUNDS	0.00%	1,048	1,048	-	Sep 30, 2023
AMERICAN FUNDS INSURANCE SERIES	0.00%	14,897,465	-	-	Sep 30, 2023
TIMOTHY PLAN	0.00%	6,404	-1,077	-14.40%	Sep 30, 2023
FEDERATED HERMES INSURANCE SERIES	0.00%	7,500	-	-	Sep 30, 2023
T. Rowe Price Balanced Fund, Inc.	0.00%	25,900	-	-	Sep 30, 2023
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	146,500	9,800	7.17%	Sep 30, 2023
Managed Portfolio Series	0.00%	22,832	-	-	Nov 30, 2023
VANGUARD VALLEY FORGE FUNDS	0.00%	314,699	-18,838	-5.65%	Sep 30, 2023
Voya PARTNERS INC	0.00%	117,600	-	-	Sep 30, 2023
Innovator ETFs Trust	0.00%	4,393	1,995	83.19%	Oct 31, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	5,700	-	-	Sep 30, 2023
AMERICAN CENTURY ETF TRUST	0.00%	116,000	-	-	Nov 30, 2023
Listed Funds Trust	0.00%	474	-	-	Nov 30, 2023
FINANCIAL INVESTORS TRUST	0.00%	74,416	-	-	Oct 31, 2023
ETF Series Solutions	0.00%	14,941	-	-	Nov 30, 2023
EMPOWER FUNDS, INC.	0.00%	1,015,000	-	-	Sep 30, 2023
Direxion Shares ETF Trust	0.00%	125,388	-	-	Oct 31, 2023
Invesco Exchange-Traded Self-Indexed Fund Trust	0.00%	177,899	-209,879	-54.12%	Nov 30, 2023
JANUS INVESTMENT FUND	0.00%	227,246	-	-	Sep 30, 2023
STERLING CAPITAL FUNDS	0.00%	13,100	-	-	Sep 29, 2023
WisdomTree Trust	0.00%	1,306,856	-	-	Nov 30, 2023
WILMINGTON FUNDS	0.00%	6,000	850	16.50%	Oct 31, 2023
EQ ADVISORS TRUST	0.00%	168,972	-941	-0.55%	Sep 30, 2023
COLLEGE RETIREMENT EQUITIES FUND	0.00%	550,541	10,424	1.93%	Sep 30, 2023
SEASONS SERIES TRUST	0.00%	9,514	-412	-4.15%	Sep 30, 2023
BNY MELLON FUNDS TRUST	0.00%	22,135	-	-	Aug 31, 2023
Trust for Advised Portfolios	0.00%	4,864	-	-	Sep 30, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST	0.00%	14,695	-	-	Sep 30, 2023
FLEXSHARES TRUST	0.00%	18,468	-432	-2.29%	Oct 31, 2023
TRANSAMERICA SERIES TRUST	0.00%	146,627	-8,006	-5.18%	Sep 30, 2023
VANGUARD SCOTTSDALE FUNDS	0.00%	322,469	21,252	7.06%	Nov 30, 2023
Fidelity Rutland Square Trust II	0.00%	142,885	-1,519	-1.05%	Nov 30, 2023
Brighthouse Funds Trust II	0.00%	251,301	-16,184	-6.05%	Sep 30, 2023
Invesco Exchange-Traded Fund Trust II	0.00%	33,557	-3,426	-9.26%	Nov 30, 2023
ALLSPRING MASTER TRUST	0.00%	8,874	-	-	Nov 30, 2023
PROSHARES TRUST	0.00%	25,426	-	-	Nov 30, 2023
HC CAPITAL TRUST	0.00%	3,200	-	-	Sep 30, 2023
NATIONWIDE MUTUAL FUNDS	0.00%	22,617	77	0.34%	Oct 31, 2023
Advisors' Inner Circle Fund III	0.00%	1,262	185	17.18%	Oct 31, 2023
AMERICAN CENTURY ETF TRUST	0.00%	7,421	31	0.42%	Nov 30, 2023

Blue Owl Capital's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -0.10M shares, compromising 2.18% of its total assets.

Blue Owl Capital Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Dec, 23	313	22.75%
30 Sep, 23	255	1.19%
30 Jun, 23	252	5.00%
31 Mar, 23	240	9.59%
31 Dec, 22	219	8.42%
30 Sep, 22	202	12.85%
30 Jun, 22	179	18.54%
31 Mar, 22	151	9.42%
31 Dec, 21	138	55.06%
30 Sep, 21	89	8.54%
30 Jun, 21	82	-

As of 31 Dec 23, 313 institutions are holding Blue Owl Capital's shares, representing an increase of 22.75% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Dec, 23	430,274,480	-1.57%
30 Sep, 23	437,133,224	6.72%
30 Jun, 23	409,590,416	1.72%
31 Mar, 23	402,674,111	-4.28%
31 Dec, 22	420,675,519	1.27%
30 Sep, 22	415,401,732	6.31%
30 Jun, 22	390,750,766	12.91%
31 Mar, 22	346,086,764	-24.34%
31 Dec, 21	457,428,885	69.53%
30 Sep, 21	269,817,646	36.98%
30 Jun, 21	196,970,690	-

Blue Owl Capital (OWL) has 430.27M shares outstanding as of 31 Dec 23, down -1.57% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Dec, 23	92.26%	1.02%
30 Sep, 23	95.15%	1.18%
30 Jun, 23	89.79%	1.15%
31 Mar, 23	88.27%	0.94%
31 Dec, 22	97.06%	1.10%
30 Sep, 22	94.09%	1.10%
30 Jun, 22	92.46%	1.34%
31 Mar, 22	82.97%	0.45%
31 Dec, 21	135.15%	2.13%
30 Sep, 21	79.72%	2.10%
30 Jun, 21	61.55%	-

As of 31 Dec 23, Blue Owl Capital is held by 92.26% institutional shareholders, representing a 1.02% growth compared to 30 Sep 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Dec, 23	198	34.69%
30 Sep, 23	147	6.52%
30 Jun, 23	138	5.34%
31 Mar, 23	131	-4.38%
31 Dec, 22	137	3.01%
30 Sep, 22	133	7.26%
30 Jun, 22	124	25.25%
31 Mar, 22	99	8.79%
31 Dec, 21	91	59.65%
30 Sep, 21	57	-22.97%
30 Jun, 21	74	-

198 institutional shareholders have increased their position in OWL stock as of 31 Dec 23 compared to 147 in the previous quarter (a 34.69% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Dec, 23	71	22.41%
30 Sep, 23	58	-15.94%
30 Jun, 23	69	21.05%
31 Mar, 23	57	16.33%
31 Dec, 22	49	40.00%
30 Sep, 22	35	25.00%
30 Jun, 22	28	-3.45%
31 Mar, 22	29	16.00%
31 Dec, 21	25	56.25%
30 Sep, 21	16	-
30 Jun, 21	-	-

71 institutional shareholders have reduced their position in OWL stock as of 31 Dec 23 compared to 58 in the previous quarter (a 22.41% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Dec, 23	313	22.75%	430,274,480	-1.57%	92.26%	1.02%	198	34.69%	71	22.41%
30 Sep, 23	255	1.19%	437,133,224	6.72%	95.15%	1.18%	147	6.52%	58	-15.94%
30 Jun, 23	252	5.00%	409,590,416	1.72%	89.79%	1.15%	138	5.34%	69	21.05%
31 Mar, 23	240	9.59%	402,674,111	-4.28%	88.27%	0.94%	131	-4.38%	57	16.33%
31 Dec, 22	219	8.42%	420,675,519	1.27%	97.06%	1.10%	137	3.01%	49	40.00%
30 Sep, 22	202	12.85%	415,401,732	6.31%	94.09%	1.10%	133	7.26%	35	25.00%
30 Jun, 22	179	18.54%	390,750,766	12.91%	92.46%	1.34%	124	25.25%	28	-3.45%
31 Mar, 22	151	9.42%	346,086,764	-24.34%	82.97%	0.45%	99	8.79%	29	16.00%
31 Dec, 21	138	55.06%	457,428,885	69.53%	135.15%	2.13%	91	59.65%	25	56.25%
30 Sep, 21	89	8.54%	269,817,646	36.98%	79.72%	2.10%	57	-22.97%	16	-
30 Jun, 21	82	-	196,970,690	-	61.55%	-	74	-	-	-

Blue Owl Capital Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Jan 31, 2024	Glide Path Solutions 2020, L.P.	10 percent owner	-	S-Sale	Sell	2,000,000	$15.81	$31.63M	-

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 16, 2024	Reddy Neena	officer	General Counsel and Secretary	F-InKind	Sell	3,982	$13.78	$54.87K	466,154
Feb 16, 2024	Reddy Neena	officer	General Counsel and Secretary	F-InKind	Sell	11,222	$18.03	$202.33K	454,932
Feb 16, 2024	Laurino Andrew Charles	officer	Senior Managing Director	F-InKind	Sell	23,892	$18.03	$430.77K	272,972
Feb 16, 2024	Ward Sean Jason	director, officer	Senior Managing Director	F-InKind	Sell	41,018	$18.03	$739.55K	421,815
Feb 16, 2024	Polland Andrew Robert	officer	Chief Operating Officer	F-InKind	Sell	11,241	$18.03	$202.68K	289,431
Jan 31, 2024	Glide Path Solutions 2020, L.P.	10 percent owner	-	S-Sale	Sell	2,000,000	$15.81	$31.63M	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Feb 16, 2024	Reddy Neena	officer	General Counsel and Secretary	F-InKind	Sell	3,982	$13.78	$54.87K	466,154
Feb 16, 2024	Reddy Neena	officer	General Counsel and Secretary	F-InKind	Sell	11,222	$18.03	$202.33K	454,932
Feb 16, 2024	Laurino Andrew Charles	officer	Senior Managing Director	F-InKind	Sell	23,892	$18.03	$430.77K	272,972
Feb 16, 2024	Ward Sean Jason	director, officer	Senior Managing Director	F-InKind	Sell	41,018	$18.03	$739.55K	421,815
Feb 16, 2024	Polland Andrew Robert	officer	Chief Operating Officer	F-InKind	Sell	11,241	$18.03	$202.68K	289,431
Jan 31, 2024	Glide Path Solutions 2020, L.P.	10 percent owner	-	S-Sale	Sell	2,000,000	$15.81	$31.63M	-
Dec 01, 2023	Kirshenbaum Alan	officer	Chief Financial Officer	A-Award	Buy	200,000	-	-	1,500,000
Dec 01, 2023	Kirshenbaum Alan	officer	Chief Financial Officer	A-Award	Buy	200,000	-	-	1,500,000
Dec 01, 2023	Laurino Andrew Charles	officer	Senior Managing Director	A-Award	Buy	156,737	-	-	296,864
Dec 01, 2023	Reddy Neena	officer	General Counsel and Secretary	A-Award	Buy	389,408	-	-	470,136
Dec 01, 2023	Polland Andrew Robert	officer	Chief Operating Officer	A-Award	Buy	234,618	-	-	300,672
Dec 01, 2023	Ward Sean Jason	director, officer	Senior Managing Director	A-Award	Buy	240,316	-	-	462,833
Nov 13, 2023	LIPSCHULTZ MARC S	director, officer	Co-Chief Executive Officer	A-Award	Buy	357,847	-	-	2,388,643
Nov 13, 2023	LIPSCHULTZ MARC S	director, officer	Co-Chief Executive Officer	A-Award	Buy	357,847	-	-	2,388,643
Nov 13, 2023	Ostrover Douglas I	director, officer	Co-Chief Executive Officer	A-Award	Buy	357,847	-	-	2,388,643
Nov 13, 2023	Ostrover Douglas I	director, officer	Co-Chief Executive Officer	A-Award	Buy	357,847	-	-	2,388,643
Nov 13, 2023	Zahr Marc	director, officer	Co-President	A-Award	Buy	266,158	-	-	46,885,732
Nov 13, 2023	Zahr Marc	director, officer	Co-President	A-Award	Buy	266,158	-	-	46,885,732
Nov 13, 2023	Packer Craig	director, officer	Co-President	A-Award	Buy	321,171	-	-	2,261,859
Nov 13, 2023	Packer Craig	director, officer	Co-President	A-Award	Buy	321,171	-	-	2,261,859

The last insider sell of Blue Owl Capital's stock was made by Reddy Neena on Feb 16 2024, selling 3,982 shares at $13.78 per share (valued at $54.87K).

Blue Owl Capital Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	-	5	-
Q4 2023	16	-	-
Q3 2023	12	9	133.33%
Q2 2023	13	-	-
Q1 2023	11	2	550.00%
Q4 2022	13	-	-
Q3 2022	9	22	40.91%
Q2 2022	6	-	-
Q1 2022	5	1	500.00%
Q4 2021	52	33	157.58%
Q3 2021	23	11	209.09%
Q2 2021	9	25	36.00%
Q4 2020	-	10	-

0 total buy trades, and 5 total sell trades (buy/sell ratio of 0.00%) were made by Blue Owl Capital's insiders, as of Q1 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	-	1	-
Q4 2023	-	-	-
Q3 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q3 2022	-	22	-
Q2 2022	-	-	-
Q1 2022	1	1	100.00%
Q4 2021	1	22	4.55%
Q3 2021	-	-	-
Q2 2021	-	-	-
Q4 2020	-	-	-

As of Q1 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Blue Owl Capital's stocks.

Blue Owl Capital Peer Ownership

Ticker	Company
VINP	Vinci Partners Investments Ltd.
PX	P10, Inc.
ARCC	Ares Capital Corporation
APO	Apollo Global Management, Inc.
DHIL	Diamond Hill Investment Group, Inc.
PTMN	Portman Ridge Finance Corporation
AMG	Affiliated Managers Group, Inc.
CION	CION Investment Corporation
ARES	Ares Management Corporation
BSIG	BrightSphere Investment Group Inc.
KKR	KKR & Co. Inc.
CG	The Carlyle Group Inc.
ICMB	Investcorp Credit Management BDC, Inc.
HLNE	Hamilton Lane Incorporated
BX	Blackstone Inc.

OWL Ownership FAQ

Who Owns Blue Owl Capital?

Blue Owl Capital is owned by institutional shareholders (92.26%), insiders (0.04%), and public (7.70%). The largest institutional shareholder of Blue Owl Capital is CAPITAL WORLD INVESTORS (13.55% of total shares) and the top mutual fund owner is AGF Investments Trust (2.18% of total shares).

Who are the major institutional shareholders of Blue Owl Capital?

Blue Owl Capital's major institutional shareholders are CAPITAL WORLD INVESTORS, ICONIQ CAPITAL, LLC, BANK OF AMERICA CORP /DE/, VANGUARD GROUP INC, and CAPITAL INTERNATIONAL INVESTORS. The top five shareholders own together 48.96% of the company's share outstanding.

How many Blue Owl Capital shareholders are there?

As of Dec 2023, there are 313 institutional shareholders of Blue Owl Capital.

What percentage of Blue Owl Capital is owned by CAPITAL WORLD INVESTORS?

CAPITAL WORLD INVESTORS owns 63.18M shares of Blue Owl Capital, representing 13.55% of the company's total shares outstanding, valued at $941.32M (as of Dec 2023).

What percentage of Blue Owl Capital is owned by ICONIQ CAPITAL, LLC?

As of Dec 2023, ICONIQ CAPITAL, LLC holds 50M shares of Blue Owl Capital (OWL), compromising 10.72% of the company, valued at $745M.

What percentage of Blue Owl Capital is owned by BANK OF AMERICA CORP /DE/?

BANK OF AMERICA CORP /DE/ is the third largest holder of Blue Owl Capital. The company owns 41.48M of the company's shares outstanding (worth $618.06M).