Blue Owl Capital Corp
OBDC- Exchange
- NYSE
- SEC CIK
- 0001655888
In the last 90 days, Blue Owl Capital Corp insiders filed 2 open-market purchases and 0 sales; 430 institutions reported holding it in 13F filings for Q2 2026, worth $2.88B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Blue Owl Capital Corp as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 374
- +20 vs. Q4 2023
- Shares held
- 168.5M
- −1.03M (−0.6%) vs. Q4 2023
- Total value
- $2.59B
- +$89.6M (+3.6%) vs. Q4 2023
- New holders
- 58
- 160 more added
- Sold out
- 38
- 92 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OBDC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 430 | $2.88B |
| Q1 2026 | 459 | $2.93B |
| Q4 2025 | 471 | $3.17B |
| Q3 2025 | 459 | $3.15B |
| Q2 2025 | 440 | $3.35B |
| Q1 2025 | 439 | $3.43B |
| Q4 2024 | 410 | $2.40B |
| Q3 2024 | 378 | $2.28B |
| Q2 2024 | 387 | $2.57B |
| Q1 2024 | 374 | $2.59B |
| Q4 2023 | 360 | $2.51B |
| Q3 2023 | 318 | $2.29B |
| Q2 2023 | 306 | $2.23B |
| Q1 2023 | 294 | $2.19B |
| Q4 2022 | 302 | $1.98B |
| Q3 2022 | 274 | $1.73B |
| Q2 2022 | 275 | $2.14B |
| Q1 2022 | 262 | $2.55B |
| Q4 2021 | 240 | $2.37B |
| Q3 2021 | 222 | $2.40B |
| Q2 2021 | 207 | $2.41B |
| Q1 2021 | 199 | $2.39B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Blue Owl Capital Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 52,644 | $809.7K | 0.06% | +52,644 | New |
| Koshinski Asset Management, Inc. | 54,101 | $832.1K | 0.09% | −25,177−31.8% | Reduced |
| Virtu Financial LLC | 54,601 | $840.0K | 0.06% | +54,601 | New |
| GFS Advisors, LLC | 54,935 | $845.0K | 0.14% | +27,850+102.8% | Added |
| Mackenzie Financial Corp | 55,668 | $856.2K | 0.00% | +1,818+3.4% | Added |
| Comerica Bank | 56,397 | $867.4K | 0.00% | +6,288+12.5% | Added |
| Fox Run Management, L.L.C. | 56,512 | $869.2K | 0.19% | +56,512 | New |
| Amplius Wealth Advisors, LLC | 58,471 | $899.3K | 0.10% | +914+1.6% | Added |
| Dudley Capital Management, LLC | 59,870 | $914.8K | 0.53% | +4,320+7.8% | Added |
| Morse Asset Management, Inc | 59,700 | $918.0K | 0.23% | +6,700+12.6% | Added |
| Trust Investment Advisors | 60,263 | $926.8K | 0.67% | +60,263 | New |
| NewEdge Wealth, LLC | 58,594 | $939.8K | 0.02% | +26,200+80.9% | Added |
| Truist Financial Corp | 61,332 | $943.3K | 0.00% | +261+0.4% | Added |
| Camden Capital, LLC | 61,775 | $950.1K | 0.08% | +706+1.2% | Added |
| Ronald Blue Trust, Inc. | 62,469 | $960.8K | 0.01% | −5,054−7.5% | Reduced |
| Alps Advisors Inc | 64,955 | $999.0K | 0.01% | −1,845−2.8% | Reduced |
| Congress Wealth Management LLC | 65,222 | $1.00M | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 65,000 | $1.03M | 0.04% | +65,000 | New |
| Samalin Investment Counsel, LLC | 68,012 | $1.05M | 0.50% | +3,525+5.5% | Added |
| Strategic Wealth Partners, Ltd. | 68,708 | $1.06M | 0.12% | −1,862−2.6% | Reduced |
| Atria Wealth Solutions, Inc. | 69,392 | $1.09M | 0.01% | −2,258−3.2% | Reduced |
| Lido Advisors, LLC | 70,012 | $1.10M | 0.01% | +33,609+92.3% | Added |
| Insigneo Advisory Services, LLC | 66,484 | $1.12M | 0.13% | −6,397−8.8% | Reduced |
| Bard Associates Inc | 73,210 | $1.15M | 0.41% | −150−0.2% | Reduced |
| Barnett & Company, Inc. | 75,250 | $1.16M | 0.79% | −2,100−2.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 75,381 | $1.16M | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 76,966 | $1.18M | 0.05% | 00.0% | Unchanged |
| Macquarie Group Ltd | 77,200 | $1.19M | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 79,800 | $1.20M | 0.71% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 84,655 | $1.30M | 0.07% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 85,000 | $1.31M | 1.05% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 85,235 | $1.31M | 0.04% | +85,235 | New |
| Avantax Planning Partners, Inc. | 85,644 | $1.32M | 0.04% | −1,134−1.3% | Reduced |
| HighPoint Advisor Group LLC | 82,176 | $1.34M | 0.09% | +124+0.2% | Added |
| SeaCrest Wealth Management, LLC | 87,893 | $1.35M | 0.17% | +39,456+81.5% | Added |
| Apollon Wealth Management, LLC | 91,739 | $1.41M | 0.04% | +7,593+9.0% | Added |
| New Vernon Capital Holdings II LLC | 94,924 | $1.46M | 0.76% | +94,924 | New |
| Quantbot Technologies LP | 96,980 | $1.49M | 0.08% | −108,191−52.7% | Reduced |
| Brookstone Capital Management | 100,311 | $1.54M | 0.03% | +499+0.5% | Added |
| Palogic Value Management, L.P. | 101,460 | $1.56M | 0.68% | +14,230+16.3% | Added |
| Capital Fund Management S.A. | 101,618 | $1.56M | 0.02% | +1,277+1.3% | Added |
| Entropy Technologies, LP | 102,083 | $1.57M | 0.17% | +55,755+120.3% | Added |
| 1832 Asset Management L.P. | 103,485 | $1.59M | 0.00% | +103,485 | New |
| WBI Investments | 105,928 | $1.63M | 0.34% | +105,928 | New |
| Nicholas Investment Partners, LP | 106,685 | $1.64M | 0.17% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 108,025 | $1.66M | 0.40% | +5,461+5.3% | Added |
| GWM Advisors LLC | 108,122 | $1.66M | 0.01% | +388+0.4% | Added |
| D. E. Shaw & Co., Inc. | 108,952 | $1.68M | 0.00% | −18,165−14.3% | Reduced |
| Cresset Asset Management, LLC | 107,852 | $1.68M | 0.01% | +52,112+93.5% | Added |
| Cetera Investment Advisers | 111,707 | $1.72M | 0.00% | +67,799+154.4% | Added |
| Independent Financial Group, LLC | 116,741 | $1.80M | 0.08% | −187,761−61.7% | Reduced |
| Fortem Financial Group, LLC | 120,062 | $1.85M | 0.81% | +8,121+7.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 120,427 | $1.85M | 0.11% | +120,427 | New |
| Intellectus Partners, LLC | 120,037 | $1.89M | 0.50% | +7,808+7.0% | Added |
| Tradition Wealth Management, LLC | 123,796 | $1.90M | 0.19% | −6,376−4.9% | Reduced |
| Mercer Global Advisors Inc | 125,543 | $1.93M | 0.01% | −96,795−43.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 127,195 | $1.96M | 0.23% | +5,837+4.8% | Added |
| Carmel Capital Partners, LLC | 128,896 | $1.98M | 0.82% | +13,354+11.6% | Added |
| Beacon Investment Advisors LLC | 132,138 | $2.03M | 1.16% | +9,186+7.5% | Added |
| Standard Life Aberdeen plc | 133,141 | $2.05M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 142,002 | $2.18M | 0.02% | −1,032−0.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 144,967 | $2.23M | 0.83% | −6,088−4.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 148,029 | $2.28M | 0.20% | +148,029 | New |
| Diversify Advisory Services, LLC | 152,143 | $2.32M | 0.14% | +152,143 | New |
| TownSquare Capital, LLC | 156,907 | $2.41M | 0.04% | −4,850−3.0% | Reduced |
| Aquatic Capital Management LLC | 160,500 | $2.47M | 0.08% | +74,300+86.2% | Added |
| Tranquility Partners, LLC | 164,964 | $2.54M | 0.98% | +4,819+3.0% | Added |
| Pallas Capital Advisors LLC | 167,591 | $2.58M | 0.11% | +43,062+34.6% | Added |
| BluePointe Capital Management, LLC | 166,598 | $2.62M | 1.80% | +5,144+3.2% | Added |
| WESPAC Advisors, LLC | 178,589 | $2.75M | 1.60% | −3,089−1.7% | Reduced |
| First Trust Advisors LP | 178,682 | $2.75M | 0.00% | −25,791−12.6% | Reduced |
| Gilbert & Cook, Inc. | 180,554 | $2.78M | 0.38% | +1,407+0.8% | Added |
| Truvestments Capital LLC | 180,619 | $2.78M | 1.07% | +8,558+5.0% | Added |
| Verus Capital Partners, LLC | 181,367 | $2.79M | 0.31% | +16,967+10.3% | Added |
| Trexquant Investment LP | 183,805 | $2.83M | 0.06% | +140,502+324.5% | Added |
| Prairiewood Capital, LLC | 185,191 | $2.85M | 1.34% | +24,016+14.9% | Added |
| Jump Financial, LLC | 191,273 | $2.94M | 0.08% | −50,024−20.7% | Reduced |
| DnB Asset Management AS | 193,587 | $2.98M | 0.02% | +27,992+16.9% | Added |
| CIBC World Markets Inc. | 195,190 | $3.00M | 0.01% | +6,886+3.7% | Added |
| Confluence Investment Management LLC | 198,966 | $3.06M | 0.04% | −820.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 200,511 | $3.08M | 0.03% | +36,930+22.6% | Added |
| Stratos Wealth Partners, LTD. | 203,184 | $3.12M | 0.05% | +37,502+22.6% | Added |
| Invesco Ltd. | 206,361 | $3.17M | 0.00% | −20,432−9.0% | Reduced |
| Manufacturers Life Insurance Company, The | 222,934 | $3.43M | 0.00% | +105,158+89.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 226,574 | $3.48M | 0.19% | −27,268−10.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 254,352 | $3.91M | 0.43% | −10,008−3.8% | Reduced |
| GP Brinson Investments LLC | 255,381 | $3.93M | 1.68% | 00.0% | Unchanged |
| Creative Planning | 260,257 | $4.00M | 0.00% | +17,712+7.3% | Added |
| HRT Financial LP | 261,661 | $4.02M | 0.02% | +74,736+40.0% | Added |
| Epiq Partners, LLC | 268,050 | $4.12M | 2.74% | +268,050 | New |
| Greenwich Investment Management, Inc. | 269,885 | $4.15M | 3.26% | +129,495+92.2% | Added |
| Advisors Asset Management, Inc. | 277,116 | $4.26M | 0.08% | +15,621+6.0% | Added |
| Naviter Wealth, LLC | 277,209 | $4.36M | 0.71% | +258,400+1,373.8% | Added |
| Schonfeld Strategic Advisors LLC | 289,800 | $4.46M | 0.04% | +78,200+37.0% | Added |
| D.A. Davidson & Co. | 305,155 | $4.69M | 0.04% | +17,578+6.1% | Added |
| HB Wealth Management, LLC | 329,369 | $5.07M | 0.06% | −30,203−8.4% | Reduced |
| Legal & General Group Plc | 336,880 | $5.18M | 0.00% | −15,000−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 338,795 | $5.21M | 0.02% | +14,389+4.4% | Added |
| Salem Investment Counselors Inc | 332,540 | $5.27M | 0.17% | +21,165+6.8% | Added |
| Credit Suisse AG | 356,852 | $5.49M | 0.01% | −5,000−1.4% | Reduced |