MetaCap

Who Owns Blue Owl Capital Stock?

NYSE: OBDCFinanceDiversified Financial ServicesUSD

10.11-0.06 (-0.59%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
56.31%
Institutional holders
499
  • Institutions 56.3%
  • Insiders 0.3%
  • Public and other 43.4%

Who owns Blue Owl Capital stock?

Institutional investors own about 56.3% of Blue Owl Capital's shares, spread across 499 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.27% of OBDC.

The largest institutional holders are California State Teachers Retirement System (3.33%), State of New Jersey Common Pension Fund A (3.10%) and Oregon Public Employees Retirement Fund (2.95%). Together, the top 10 institutions control 23.5% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their OBDC positions and 5 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of OBDC

Blue Owl Capital top institutional holders
InstitutionShares% HeldChange
California State Teachers Retirement System16.45M3.33%0.0%
State of New Jersey Common Pension Fund A15.26M3.10%0.0%
Oregon Public Employees Retirement Fund14.57M2.95%-2.7%
STRS Ohio13.47M2.73%+23.1%
FMR, LLC11.77M2.39%-0.6%
Morgan Stanley9.90M2.01%+4.3%
Van Eck Associates Corporation9.84M2.00%-13.1%
Bank of America Corporation9.80M1.99%-9.1%
Cresset Asset Management, LLC7.70M1.56%+5.6%
UBS Group AG7.35M1.49%-23.8%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of OBDC

Blue Owl Capital top fund holders
FundShares% Held
Fidelity Securities Fund-Fidelity Dividend Growth Fund8.84M1.79%
VanEck ETF Trust-VanEck BDC Income ETF8.54M1.73%
Fidelity Capital Trust-Fidelity Capital Appreciation Fund2.89M0.59%
Putnam ETF Trust-Putnam BDC Income ETF2.83M0.57%
Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 994.10K0.20%
Bridge Builder Trust-Bridge Builder Large Cap Value Fund275.80K0.06%
Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund243.30K0.05%
ADVISORS' INNER CIRCLE FUND-LSV VALUE EQUITY FUND229.40K0.05%
RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc225.75K0.05%
Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF202.63K0.04%

Frequently asked questions

Who is the largest shareholder of Blue Owl Capital?

California State Teachers Retirement System is the largest institutional shareholder of OBDC, owning 3.33% of shares outstanding (16.45M shares) as of its latest 13F filing.

What percentage of Blue Owl Capital is owned by institutions?

Institutions own about 56.3% of OBDC shares and 56.5% of the public float.

How much of Blue Owl Capital do insiders own?

Insiders, such as officers and directors, own about 0.27% of OBDC shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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