Skip to main content

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.

Q4 2024 vs. Q3 2024

How the institutions holding Blue Owl Capital Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of OBDC: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3788410+40
Shares156.0M1.87M160.0M+5.91M (+3.8%)
Value$2.28B$27.2M$2.40B+$153.5M (+6.8%)

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Blue Owl Capital Corp at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to OBDC in Q4 2024
InstitutionSharesValue% of portfolio
Generali Asset Management SPA SGR2,255,478$34.1M0.87%
Raymond James Financial Inc1,880,570$28.4M0.01%
Enstar Group LTD670,579$10.1M3.53%
M&G Plc305,000$4.58M0.03%
TT Capital Management LLC164,220$2.46M1.96%
Ariadne Wealth Management, LP150,538$2.27M1.04%
Clear Street Markets LLC145,700$2.20M0.82%
Cary Street Partners Financial LLC115,263$1.74M0.06%
Ieq Capital, LLC66,784$1.01M0.01%
Union Bancaire Privee, UBP SA64,547$976.0K0.02%
Fieldview Capital Management, LLC60,911$921.0K0.14%
Winthrop Advisory Group LLC57,529$869.8K0.10%
Financial Gravity Companies, Inc.55,496$839.1K0.19%
FNY Investment Advisers, LLC53,900$814.0K0.42%
ExodusPoint Capital Management, LP51,205$774.0K0.01%
Jain Global LLC50,749$767.3K0.02%
Bramshill Investments, LLC50,076$757.1K0.12%
Round Rock Advisors, LLC45,532$688.4K0.14%
BNP Paribas Arbitrage, SA44,529$673.3K0.00%
TruWealth Advisors, LLC42,803$647.2K0.04%
Lantern Wealth Advisors, LLC42,304$639.6K0.42%
AXA S.A.40,800$616.9K0.00%
Ameriflex Group, Inc.35,773$540.5K0.25%
GatePass Capital, LLC32,000$483.8K0.53%
BlueStem Wealth Partners, LLC31,957$483.2K0.06%
Gabelli Funds LLC29,916$452.3K0.00%
GWN Securities Inc.28,251$420.4K0.11%
Atala Financial Inc27,494$415.7K0.29%
Arcus Capital Partners, LLC25,738$395.8K0.13%
Liberty Square Wealth Partners LLC25,111$386.5K0.14%
AQR Capital Management LLC24,056$363.7K0.00%
Jackson Thornton Asset Management, LLC24,056$363.7K0.05%
Acorn Creek Capital LLC21,512$325.3K0.17%
MBL Wealth, LLC20,000$302.4K0.03%
Aster Capital Management (DIFC) Ltd19,530$295.3K0.11%
Catalyst Funds Management Pty Ltd18,400$278.2K0.07%
Sterneck Capital Management, LLC16,943$256.2K0.14%
Hager Investment Management Services, LLC15,340$231.9K0.14%
Transce3nd, LLC15,147$229.0K0.08%
Aventura Private Wealth, LLC14,768$223.3K0.12%
XTX Topco Ltd14,300$216.2K0.02%
Vivaldi Capital Management, LLC14,150$210.0K0.03%
Strid Group, LLC13,799$208.6K0.03%
Wiley Bros.-Aintree Capital, LLC12,408$189.1K0.00%
Sage Investment Counsel LLC12,273$185.6K0.24%
Sagespring Wealth Partners, LLC11,276$170.5K0.00%
IFG Advisory, LLC10,927$165.2K0.01%
US Financial Advisors, LLC10,770$162.8K0.05%
Evoke Wealth, LLC10,485$162.4K0.00%
Texas Yale Capital Corp.10,600$160.3K0.01%
Synergy Investment Management, LLC9,146$138.3K0.06%
SBI Securities Co., Ltd.8,268$125.0K0.00%
Cullen/Frost Bankers, Inc.7,900$119.4K0.00%
Canton Hathaway, LLC5,570$84.0K0.02%
Venturi Wealth Management, LLC5,100$77.1K0.00%
Millstone Evans Group, LLC5,000$75.6K0.05%
Cary Street Partner Investment Advisory LLC4,703$71.1K0.05%
Reyes Financial Architecture, Inc.4,283$64.8K0.05%
Luminist Capital LLC6,773$59.6K0.10%
Lazard Asset Management LLC3,248$49.0K0.00%
Brown Brothers Harriman & Co3,169$47.9K0.00%
Empowered Funds, LLC1,534$23.2K0.00%
Trust Co of Vermont1,200$18.1K0.00%
Tandem Financial, LLC1,000$15.5K0.02%
Bank of Jackson Hole Trust723$10.9K0.01%
Ethos Financial Group, LLC670$10.4K0.00%
UMA Financial Services, Inc.359$5.43K0.00%
Wingate Wealth Advisors, Inc.330$4.99K0.00%
Albion Financial Group325$4.91K0.00%
Insight Financial Services200$3.02K0.00%
Parvin Asset Management, LLC100$1.51K0.00%
Birchbrook, Inc.90$1.36K0.00%
YANKCOM Partnership66$9980.00%
VSM Wealth Advisory, LLC60$9070.00%
SOA Wealth Advisors, LLC.59$8920.00%
Allworth Financial LP15$2210.00%
DHJJ Financial Advisors, Ltd.3$460.00%

Sold out (37)

Institutions that held Blue Owl Capital Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (8)

Institutions that held Blue Owl Capital Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OBDC in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates955,598$13.9M
Raymond James Financial Services Advisors, Inc.784,603$11.4M
Raymond James Trust N.A.28,657$417.5K
Pegasus Partners Ltd.25,000$364.3K
All Season Financial Advisors, Inc.24,398$355.5K
SpiderRock Advisors, LLC21,705$316.2K
Biechele Royce Advisors14,150$206.0K
Hyperion Partners, LLC13,007$189.5K