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, Q4 2024
Institutional positions in Blue Owl Capital Corp as of Dec 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
- 410
- +40 vs. Q3 2024
- Shares held
- 160.0M
- +5.91M (+3.8%) vs. Q3 2024
- Total value
- $2.40B
- +$153.5M (+6.8%) vs. Q3 2024
- New holders
- 77
- 175 more added
- Sold out
- 37
- 88 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Blue Owl Capital Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 3 | $46 | 0.00% | +3 | New |
| Allworth Financial LP | 15 | $221 | 0.00% | +15 | New |
| Horizon Investments, LLC | 16 | $242 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 41 | $620 | 0.00% | +16+64.0% | Added |
| SOA Wealth Advisors, LLC. | 59 | $892 | 0.00% | +59 | New |
| VSM Wealth Advisory, LLC | 60 | $907 | 0.00% | +60 | New |
| GAMMA Investing LLC | 62 | $937 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 66 | $998 | 0.00% | +66 | New |
| Hantz Financial Services, Inc. | 40 | $1.00K | 0.00% | +1+2.6% | Added |
| Birchbrook, Inc. | 90 | $1.36K | 0.00% | +90 | New |
| Parvin Asset Management, LLC | 100 | $1.51K | 0.00% | +100 | New |
| WealthCollab, LLC | 143 | $2.16K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 195 | $2.95K | 0.00% | +5+2.6% | Added |
| Insight Financial Services | 200 | $3.02K | 0.00% | +200 | New |
| Gen-Wealth Partners Inc | 250 | $3.78K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 325 | $4.91K | 0.00% | +325 | New |
| Wingate Wealth Advisors, Inc. | 330 | $4.99K | 0.00% | +330 | New |
| Spectrum Wealth Counsel, LLC | 340 | $5.14K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 359 | $5.43K | 0.00% | +359 | New |
| Archer Investment Corp | 403 | $6.09K | 0.00% | +1+0.2% | Added |
| Cape Investment Advisory, Inc. | 500 | $7.56K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 531 | $8.03K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 670 | $10.4K | 0.00% | +670 | New |
| DecisionPoint Financial, LLC | 700 | $10.6K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 702 | $10.6K | 0.01% | +19+2.8% | Added |
| Bank of Jackson Hole Trust | 723 | $10.9K | 0.01% | +723 | New |
| SJS Investment Consulting Inc. | 787 | $11.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 791 | $12.0K | 0.00% | −399−33.5% | Reduced |
| Beacon Capital Management, LLC | 793 | $12.0K | 0.00% | +3+0.4% | Added |
| Jones Financial Companies LLLP | 890 | $13.5K | 0.00% | +540+154.3% | Added |
| GeoWealth Management, LLC | 973 | $14.7K | 0.00% | 00.0% | Unchanged |
| Tandem Financial, LLC | 1,000 | $15.5K | 0.02% | +1,000 | New |
| Hexagon Capital Partners LLC | 1,113 | $16.8K | 0.00% | +437+64.6% | Added |
| Raleigh Capital Management Inc. | 1,150 | $17.4K | 0.01% | +75+7.0% | Added |
| Pinnacle Bancorp, Inc. | 1,175 | $17.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,200 | $18.1K | 0.00% | +1,200 | New |
| Headlands Technologies LLC | 1,214 | $18.4K | 0.00% | +742+157.2% | Added |
| Exchange Traded Concepts, LLC | 1,227 | $18.6K | 0.00% | +1,132+1,191.6% | Added |
| CWM, LLC | 1,413 | $21.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,400 | $21.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,470 | $22.2K | 0.00% | +13+0.9% | Added |
| Empowered Funds, LLC | 1,534 | $23.2K | 0.00% | +1,534 | New |
| Private Trust Co NA | 1,674 | $25.3K | 0.00% | +300+21.8% | Added |
| Hemington Wealth Management | 1,783 | $26.0K | 0.01% | +5+0.3% | Added |
| Demars Financial Group, LLC | 458,665 | $30.3K | 0.98% | +430,303+1,517.2% | Added |
| Coppell Advisory Solutions LLC | 2,143 | $33.2K | 0.00% | +235+12.3% | Added |
| NBT Bank N A | 2,200 | $33.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,400 | $36.3K | 0.00% | +200+9.1% | Added |
| Clearstead Advisors, LLC | 2,567 | $38.8K | 0.00% | +70+2.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,599 | $39.0K | 0.00% | −8,022−75.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,726 | $41.2K | 0.01% | +32+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 2,755 | $41.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,800 | $42.3K | 0.00% | −502−15.2% | Reduced |
| Fifth Third Bancorp | 2,922 | $44.2K | 0.00% | +1,922+192.2% | Added |
| Anchor Investment Management, LLC | 3,000 | $45.4K | 0.00% | +1,500+100.0% | Added |
| Brown Brothers Harriman & Co | 3,169 | $47.9K | 0.00% | +3,169 | New |
| Lazard Asset Management LLC | 3,248 | $49.0K | 0.00% | +3,248 | New |
| Huntington National Bank | 3,700 | $55.9K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,874 | $58.6K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 6,773 | $59.6K | 0.10% | +6,773 | New |
| Rothschild Investment LLC | 3,999 | $60.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4,000 | $60.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4,100 | $62.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,256 | $64.4K | 0.00% | −558−11.6% | Reduced |
| Reyes Financial Architecture, Inc. | 4,283 | $64.8K | 0.05% | +4,283 | New |
| Northwestern Mutual Wealth Management Co | 4,372 | $66.1K | 0.00% | +2,121+94.2% | Added |
| Federation des caisses Desjardins du Quebec | 4,408 | $66.6K | 0.00% | +2,908+193.9% | Added |
| National Bank of Canada | 4,486 | $67.8K | 0.00% | +326+7.8% | Added |
| Cary Street Partner Investment Advisory LLC | 4,703 | $71.1K | 0.05% | +4,703 | New |
| Westend Capital Management, LLC | 4,816 | $72.8K | 0.02% | +1,784+58.8% | Added |
| Millstone Evans Group, LLC | 5,000 | $75.6K | 0.05% | +5,000 | New |
| The PNC Financial Services Group, Inc. | 5,028 | $76.0K | 0.00% | −58,719−92.1% | Reduced |
| Venturi Wealth Management, LLC | 5,100 | $77.1K | 0.00% | +5,100 | New |
| Canton Hathaway, LLC | 5,570 | $84.0K | 0.02% | +5,570 | New |
| Cullen/Frost Bankers, Inc. | 7,900 | $119.4K | 0.00% | +7,900 | New |
| SBI Securities Co., Ltd. | 8,268 | $125.0K | 0.00% | +8,268 | New |
| Synergy Investment Management, LLC | 9,146 | $138.3K | 0.06% | +9,146 | New |
| Parkside Financial Bank & Trust | 9,665 | $146.1K | 0.02% | +2,641+37.6% | Added |
| Avidian Wealth Solutions, LLC | 10,048 | $151.9K | 0.01% | −1,858−15.6% | Reduced |
| Silicon Valley Capital Partners | 10,054 | $152.0K | 0.02% | +275+2.8% | Added |
| SPC Financial, Inc. | 10,200 | $154.2K | 0.01% | −40−0.4% | Reduced |
| FORA Capital, LLC | 10,378 | $156.9K | 0.02% | −35,384−77.3% | Reduced |
| Quad-Cities Investment Group, LLC | 10,385 | $157.0K | 0.08% | +206+2.0% | Added |
| Texas Yale Capital Corp. | 10,600 | $160.3K | 0.01% | +10,600 | New |
| ZWJ Investment Counsel Inc | 10,670 | $161.3K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10,485 | $162.4K | 0.00% | +10,485 | New |
| US Financial Advisors, LLC | 10,770 | $162.8K | 0.05% | +10,770 | New |
| BlueChip Wealth Advisors LLC | 10,837 | $163.9K | 0.09% | −16,403−60.2% | Reduced |
| TCTC Holdings, LLC | 10,862 | $164.2K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10,927 | $165.2K | 0.01% | +10,927 | New |
| Mercer Global Advisors Inc | 10,962 | $165.7K | 0.00% | −92,921−89.4% | Reduced |
| Sagespring Wealth Partners, LLC | 11,276 | $170.5K | 0.00% | +11,276 | New |
| Gries Financial LLC | 11,759 | $177.8K | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,777 | $178.1K | 0.00% | −590,670−98.0% | Reduced |
| Cooperman Leon G | 12,000 | $181.4K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 12,097 | $182.9K | 0.00% | −3,758−23.7% | Reduced |
| Register Financial Advisors LLC | 12,261 | $185.4K | 0.09% | +2,033+19.9% | Added |
| Sage Investment Counsel LLC | 12,273 | $185.6K | 0.24% | +12,273 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,408 | $189.1K | 0.00% | +12,408 | New |
| Pathstone Holdings, LLC | 12,781 | $193.2K | 0.00% | +129+1.0% | Added |