Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

OWL holding history

Blue Owl Capital Inc. in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OWL overview All 13F holders of OWL Full Q2 2026 holdings

Shares (Q2 2026): 662,107
Value: $5.79M
% of portfolio: 0.4%
Quarters held: 5; Since Q2 2025

Holdings of OWL by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	662,107	$5.79M	0.4%	−63,029−8.7%	Reduced	Holders
Q1 2026	725,136	$6.62M	0.5%	+35,681+5.2%	Added	Holders
Q4 2025	689,455	$10.3M	0.7%	+202,569+41.6%	Added	Holders
Q3 2025	486,886	$8.24M	0.6%	+33,869+7.5%	Added	Holders
Q2 2025	453,017	$8.70M	0.7%	+453,017	New	Holders