Blue Owl Capital (OBDC) Institutional Ownership

$16.45
+0.07 (+0.43%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Blue Owl Capital (NYSE:OBDC)

Current
Institutional Ownership
Percentage
42.83%
Number of
Institutional Buyers
(last 12 months)
221
Total
Institutional Inflows
(last 12 months)
$1.48B
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$130.39M
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OBDC Institutional Buying and Selling by Quarter

Blue Owl Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI85,235$1.31M0.0%N/A0.022%
5/17/2024 Comerica Bank56,397$867K0.0%+12.5%0.014%
5/17/2024 DCM Advisors LLC24,220$373K0.2%+7.1%0.006%
5/16/2024 B. Riley Wealth Advisors Inc.29,830$423K0.0%-9.1%0.008%
5/15/2024 Morse Asset Management Inc59,700$918K0.2%+12.6%0.015%
5/15/2024 BOKF NA20,450$312K0.0%N/A0.005%
5/15/2024 1832 Asset Management L.P.103,485$1.59M0.0%N/A0.027%
5/15/2024 Truvestments Capital LLC180,619$2.78M1.1%+5.0%0.046%
5/15/2024 Quadrature Capital Ltd17,348$267K0.0%-22.3%0.004%
5/14/2024 Advisors Asset Management Inc.277,116$4.26M0.1%+6.0%0.071%
5/14/2024 Axxcess Wealth Management LLC15,491$238K0.0%-35.2%0.004%
5/14/2024 EntryPoint Capital LLC3,853$59K0.1%-53.3%0.001%
5/14/2024 Crewe Advisors LLC24,000$369K0.0%N/A0.006%
5/14/2024 CANADA LIFE ASSURANCE Co359,197$5.53M0.0%+3.6%0.092%
5/14/2024 Lake Street Advisors Group LLC22,500$354K0.0%N/A0.006%
5/13/2024 Texas Capital Bank Wealth Management Services Inc254,352$3.91M0.4%-3.8%0.065%
5/11/2024 Cliffwater LLC444,110$6.83M1.8%-45.6%0.114%
5/11/2024 MAS Advisors LLC17,626$271K0.3%N/A0.005%
5/11/2024 Cercano Management LLC351,838$5.93M0.2%N/A0.090%
5/10/2024 Osaic Holdings Inc.894,194$13.75M0.0%-2.3%0.229%
5/10/2024 Acadian Asset Management LLC511,834$7.87M0.0%+0.4%0.131%
5/10/2024 Prevail Innovative Wealth Advisors LLC144,967$2.23M0.8%-4.0%0.037%
5/10/2024 Trust Investment Advisors60,263$927K0.7%N/A0.015%
5/9/2024 Kingsview Wealth Management LLC33,194$511K0.0%+223.9%0.009%
5/9/2024 Condor Capital Management400,244$6.16M0.6%+6.7%0.103%
5/9/2024 Koshinski Asset Management Inc.54,101$832K0.1%-31.8%0.014%
5/8/2024 Entropy Technologies LP102,083$1.57M0.2%+120.3%0.026%
5/8/2024 Bleakley Financial Group LLC17,564$270K0.0%+56.5%0.005%
5/8/2024 Avantax Advisory Services Inc.30,395$467K0.0%-5.4%0.008%
5/8/2024 Tranquility Partners LLC164,964$2.54M1.0%+3.0%0.042%
5/8/2024 Headlands Technologies LLC2,569$40K0.0%N/A0.001%
5/7/2024 Verus Capital Partners LLC181,367$2.79M0.3%+10.3%0.047%
5/7/2024 Concurrent Investment Advisors LLC492,532$7.58M0.3%+84.5%0.126%
5/7/2024 Atomi Financial Group Inc.13,987$215K0.0%+5.5%0.004%
5/7/2024 Tectonic Advisors LLC397,203$6.11M0.5%+8.2%0.102%
5/7/2024 Oppenheimer & Co. Inc.494,340$7.60M0.1%+8.7%0.127%
5/7/2024 Obermeyer Wood Investment Counsel Lllp120,427$1.85M0.1%N/A0.031%
5/7/2024 SG Americas Securities LLC29,238$450K0.0%-16.1%0.008%
5/7/2024 Regents of The University of California10,092,224$155.22M45.1%-42.4%2.590%
5/6/2024 Quantbot Technologies LP96,980$1.49M0.1%-52.7%0.025%
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5/6/2024 LSV Asset Management4,069,047$62.58M0.1%+17.3%1.044%
5/4/2024 WBI Investments LLC105,928$1.63M0.3%N/A0.027%
5/4/2024 Csenge Advisory Group51,118$786K0.0%+2.6%0.013%
5/3/2024 Integrity Financial Corp WA34,914$537K0.4%-56.1%0.009%
5/2/2024 Gilbert & Cook Inc.180,554$2.78M0.4%+0.8%0.046%
5/2/2024 Mckinley Capital Management LLC719,742$11.07M1.3%-2.9%0.185%
5/2/2024 Fortem Financial Group LLC120,062$1.85M0.8%+7.3%0.031%
5/1/2024 Janney Montgomery Scott LLC1,709,801$26.30M0.1%+6.1%0.439%
5/1/2024 Blue Trust Inc.62,469$961K0.0%-7.5%0.016%
5/1/2024 Retirement Group LLC3,105$48K0.0%+216.8%0.001%
5/1/2024 Mission Wealth Management LP11,210$172K0.0%-23.8%0.003%
5/1/2024 Diversify Advisory Services LLC152,143$2.33M0.1%N/A0.039%
4/30/2024 Private Advisor Group LLC142,002$2.18M0.0%-0.7%0.036%
4/30/2024 Hartline Investment Corp15,759$242K0.0%N/A0.004%
4/30/2024 Van ECK Associates Corp8,150,533$125.36M0.2%+19.4%2.091%
4/30/2024 HB Wealth Management LLC329,369$5.07M0.1%-8.4%0.085%
4/30/2024 Turtle Creek Wealth Advisors LLC17,437$268K0.1%N/A0.004%
4/30/2024 SpiderRock Advisors LLC24,741$377K0.0%N/A0.006%
4/30/2024 Arkadios Wealth Advisors22,355$344K0.0%-5.3%0.006%
4/30/2024 Caprock Group LLC28,162$443K0.0%+3.8%0.007%
4/29/2024Commonwealth Equity Services LLC702,780$10.81M0.0%+13.5%0.180%
4/26/2024 Prairiewood Capital LLC185,191$2.85M1.3%+14.9%0.048%
4/26/2024 Chicago Partners Investment Group LLC484,470$7.63M0.3%+11.4%0.124%
4/26/2024 Latitude Advisors LLC10,095$155K0.1%N/A0.003%
4/25/2024 Carmel Capital Partners LLC128,896$1.98M0.8%+11.6%0.033%
4/25/2024 Triumph Capital Management32,675$499K0.2%-4.5%0.008%
4/25/2024 GFS Advisors LLC54,935$845K0.1%+102.8%0.014%
4/25/2024 Valeo Financial Advisors LLC65,000$1.03M0.0%N/A0.017%
4/25/2024 Cambridge Investment Research Advisors Inc.338,795$5.21M0.0%+4.4%0.087%
4/24/2024 Demars Financial Group LLC29,166$449K0.2%-20.8%0.007%
4/24/2024 Simplicity Wealth LLC17,564$270K0.0%N/A0.005%
4/23/2024 Global Retirement Partners LLC11,642$179K0.0%-14.4%0.003%
4/23/2024 Sage Mountain Advisors LLC25,990$400K0.0%N/A0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.652,007$10.03M0.0%-2.7%0.167%
4/22/2024 Raymond James & Associates831,716$12.79M0.0%-3.8%0.213%
4/22/2024 Strategies Wealth Advisors LLC27,520$423K0.1%+2.8%0.007%
4/19/2024 Abundance Wealth Counselors29,568$455K0.1%+3.9%0.008%
4/19/2024 Valeo Financial Advisors LLC65,000$1M0.0%N/A0.017%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.753,430$11.59M0.0%+5.6%0.193%
4/18/2024 SeaCrest Wealth Management LLC87,893$1.35M0.2%+81.5%0.023%
4/18/2024 Naviter Wealth LLC277,209$4.37M0.7%+1,373.8%0.071%
4/18/2024 Measured Wealth Private Client Group LLC20,334$313K0.1%N/A0.005%
4/18/2024 CAP Partners LLC13,341$205K0.2%N/A0.003%
4/18/2024 Mirador Capital Partners LP27,182$418K0.1%+13.5%0.007%
4/18/2024 Pettinga Financial Advisors LLC719,998$11.07M2.8%-9.6%0.185%
4/18/2024 SteelPeak Wealth LLC20,001$314K0.0%N/A0.005%
4/17/2024 Winthrop Advisory Group LLC28,972$446K0.1%-59.5%0.007%
4/17/2024 Trinity Financial Advisors LLC664,595$10.22M4.6%-20.9%0.171%
4/17/2024 Hennion & Walsh Asset Management Inc.226,574$3.49M0.2%-10.7%0.058%
4/16/2024 Register Financial Advisors LLC10,172$156K0.1%+135.6%0.003%
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4/16/2024 Wealth Enhancement Advisory Services LLC51,159$787K0.0%N/A0.013%
4/15/2024 Epiq Partners LLC268,050$4.12M2.7%N/A0.069%
4/15/2024 Wealthcare Advisory Partners LLC24,795$381K0.0%+3.8%0.006%
4/15/2024 DGS Capital Management LLC12,170$187K0.1%N/A0.003%
4/15/2024 Kingswood Wealth Advisors LLC127,195$1.96M0.2%+4.8%0.033%
4/15/2024 Sound Income Strategies LLC2,603,592$40.04M3.0%+5.8%0.668%
4/12/2024 Global Assets Advisory LLC15,280$235K0.0%N/A0.004%
4/12/2024 GP Brinson Investments LLC255,381$3.93M1.7%N/A0.066%
4/12/2024 Westend Capital Management LLC3,625$56K0.0%N/A0.001%
4/11/2024 Salem Investment Counselors Inc.332,540$5.27M0.2%+6.8%0.085%
(Data available from 1/1/2016 forward)

OBDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OBDC shares?

During the previous two years, 226 institutional investors and hedge funds held shares of Blue Owl Capital. The most heavily invested institutionals were State of New Jersey Common Pension Fund E ($335.81M), Regents of The University of California ($155.22M), Van ECK Associates Corp ($125.36M), LSV Asset Management ($62.58M), Transcend Capital Advisors LLC ($56.35M), Hamilton Lane Advisors LLC ($48.00M), and Stephens Inc. AR ($45.58M).Learn more on OBDC's institutional investors.

What percentage of Blue Owl Capital stock is owned by institutional investors?

42.83% of Blue Owl Capital stock is owned by institutional investors. Learn more on OBDC's institutional investor holdings.

Which institutional investors have been buying Blue Owl Capital stock?

Of the 221 institutional investors that purchased Blue Owl Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State of New Jersey Common Pension Fund E ($22.75M), Regents of The University of California ($17.51M), Van ECK Associates Corp ($8.15M), LSV Asset Management ($4.07M), Transcend Capital Advisors LLC ($3.82M), Hamilton Lane Advisors LLC ($3.25M), and Stephens Inc. AR ($3.09M).

How much institutional buying is happening at Blue Owl Capital?

Institutional investors have bought a total of 100,131,236 shares in the last 24 months. This purchase volume represents approximately $1.48B in transactions.

Which Blue Owl Capital major shareholders have been selling company stock?

Of the 29 institutional investors that sold Blue Owl Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Regents of The University of California ($7.42M), Cliffwater LLC ($372.12K), Trinity Financial Advisors LLC ($175.21K), Quantbot Technologies LP ($108.19K), Pettinga Financial Advisors LLC ($76.23K), Integrity Financial Corp WA ($44.65K), and Winthrop Advisory Group LLC ($42.63K).

How much institutional selling is happening at Blue Owl Capital?

Institutional investors have sold a total of 8,477,753 shares in the last 24 months. This volume of shares sold represents approximately $130.39M in transactions.


This page (NYSE:OBDC) was last updated on 5/18/2024 by MarketBeat.com Staff

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