Skip to main content

Blue Owl Technology Finance Corp.

OTF
Exchange
NYSE
SEC CIK
0001747777

In the last 90 days, Blue Owl Technology Finance Corp. insiders filed 1 open-market purchase and 0 sales; 192 institutions reported holding it in 13F filings for Q2 2026, worth $2.04B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q4 2025

Institutional positions in Blue Owl Technology Finance Corp. as of Dec 31, 2025. 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
137
+59 vs. Q3 2025
Shares held
122.8M
+24.8M (+25.3%) vs. Q3 2025
Total value
$1.78B
+$472.6M (+36.0%) vs. Q3 2025
New holders
69
52 more added
Sold out
10
11 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OTF 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.

Institutional holdersQ4 2025: 137 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 45 institutionsQ3 2025: 79 institutionsQ4 2025: 137 institutionsQ1 2026: 169 institutionsQ2 2026: 192 institutions
Value heldQ4 2025: $1.78B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $1.37BQ3 2025: $1.31BQ4 2025: $1.78BQ1 2026: $2.21BQ2 2026: $2.04B
Institutions holding OTF and their total value by quarter
QuarterHoldersValue
Q2 2026192$2.04B
Q1 2026169$2.21B
Q4 2025137$1.78B
Q3 202579$1.31B
Q2 202545$1.37B
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Blue Owl Technology Finance Corp.; share changes are against Q3 2025.

Institutions holding OTF in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Regents of the University of California43,624,472$631.7M22.52%00.0%Unchanged
Mubadala Investment Co PJSC29,130,491$423.6M2.42%00.0%Unchanged
Orange County Employees Retirement System8,012,165$116.5M60.68%+8,012,165New
State of New Jersey Common Pension Fund E6,270,099$91.2M100.00%00.0%Unchanged
Cliffwater LLC5,908,955$85.9M18.03%−15,000−0.3%Reduced
Capricorn Investment Group LLC5,440,791$78.9M9.55%+5,440,791New
Cresset Asset Management, LLC4,317,632$64.5M0.27%+4,168,334+2,792.0%Added
Rivernorth Capital Management, LLC1,934,726$28.1M1.33%+1,526,695+374.2%Added
Franklin Resources Inc1,754,258$25.5M0.01%+1,753,127+155,006.8%Added
Caz Investments LP1,159,339$16.9M29.18%+486,172+72.2%Added
Ares Management LLC1,140,168$16.6M0.95%+601,104+111.5%Added
Bank of America Corp710,945$10.3M0.00%+342,667+93.0%Added
Requisite Capital Management, LLC674,624$10.1M1.91%+394,895+141.2%Added
Blue Pool Management Ltd.627,010$9.12M100.00%00.0%Unchanged
Rockefeller Capital Management L.P.624,044$9.07M0.02%+159,060+34.2%Added
Bulldog Investors, LLP615,848$8.95M1.99%+226,193+58.0%Added
Stephens Inc565,354$8.22M0.10%+565,354New
Pine Ridge Advisers LLC511,364$7.44M0.51%+349,880+216.7%Added
Millennium Management LLC511,249$7.43M0.01%−509,416−49.9%Reduced
GCM Grosvenor Holdings, LLC430,000$6.25M0.89%+430,000New
Two Sigma Investments, LP418,414$6.08M0.01%+418,414New
Price T Rowe Associates Inc396,454$5.76M0.00%+234,268+144.4%Added
Raymond James Financial Inc394,545$5.74M0.00%+257,654+188.2%Added
Omers Administration Corp376,192$5.47M0.04%+360,059+2,231.8%Added
Jump Financial, LLC329,200$4.79M0.06%+329,200New
JPMorgan Chase & Co296,205$4.31M0.00%+241,468+441.1%Added
Royal Bank of Canada296,132$4.31M0.00%+127,026+75.1%Added
CF Capital LLC271,645$3.95M1.96%−103,355−27.6%Reduced
Pettinga Financial Advisors, LLC261,400$3.80M0.72%+106,226+68.5%Added
Morgan Stanley246,718$3.59M0.00%+153,643+165.1%Added
Ieq Capital, LLC238,863$3.47M0.01%+143,911+151.6%Added
Cerity Partners LLC222,977$3.24M0.00%−2,505−1.1%Reduced
Bessemer Group Inc216,120$3.14M0.00%+216,120New
Invesco Ltd.210,265$3.06M0.00%+210,265New
Jane Street Group, LLC209,497$3.05M0.00%−499,810−70.5%Reduced
Balyasny Asset Management LLC168,488$2.45M0.00%+168,488New
Bayshore Capital Advisors, LLC152,650$2.22M1.11%+152,650New
Sanctuary Advisors, LLC149,377$2.17M0.01%+98,812+195.4%Added
Goldman Sachs Group Inc149,006$2.17M0.00%+149,006New
UBS Group AG147,386$2.14M0.00%+82,134+125.9%Added
Pensionmark Financial Group, LLC137,343$2.00M0.03%+46,655+51.4%Added
HighTower Advisors, LLC136,812$1.99M0.00%+82,319+151.1%Added
Fiduciary Trust Co129,999$1.89M0.02%+76,816+144.4%Added
Ronald Blue Trust, Inc.126,897$1.85M0.02%+74,370+141.6%Added
Bank of New York Mellon Corp124,425$1.81M0.00%+4,513+3.8%Added
Renaissance Technologies LLC110,361$1.60M0.00%+110,361New
NorthRock Partners, LLC108,825$1.58M0.03%+94,197+643.9%Added
Denali Advisors LLC108,378$1.58M0.17%+108,378New
XTX Topco Ltd104,518$1.52M0.04%+92,860+796.5%Added
SCS Capital Management LLC98,775$1.44M0.02%+50,937+106.5%Added
Northern Trust Corp93,553$1.36M0.00%+54,204+137.8%Added
CWM, LLC92,208$1.34M0.00%+58,935+177.1%Added
LPL Financial LLC89,942$1.31M0.00%+89,942New
Pallas Capital Advisors LLC85,480$1.24M0.04%+73,966+642.4%Added
Ameriprise Financial Inc73,520$1.07M0.00%+73,520New
Diversify Advisory Services, LLC75,188$1.06M0.03%+33,263+79.3%Added
Wells Fargo & Company72,797$1.06M0.00%+71,116+4,230.6%Added
Apollon Wealth Management, LLC72,751$1.06M0.02%+52,551+260.2%Added
Wealth Enhancement Advisory Services, LLC73,992$1.04M0.00%+42,888+137.9%Added
NewEdge Wealth, LLC69,925$1.02M0.01%+2,218+3.3%Added
Steward Partners Investment Advisory, LLC63,220$919.2K0.01%+38,674+157.6%Added
Mariner, LLC56,624$823.3K0.00%+56,624New
Perennial Investment Advisors, LLC56,288$818.4K0.06%+33,398+145.9%Added
Pathstone Holdings, LLC54,816$801.7K0.00%+21,568+64.9%Added
RSM US Wealth Management LLC53,699$787.2K0.01%+31,515+142.1%Added
Stifel Financial Corp48,903$711.0K0.00%+48,903New
Generali Investments CEE, investicni spolecnost, a.s.48,426$704.1K0.05%+26,510+121.0%Added
Closed-End Fund Advisors, Inc.46,632$678.0K0.40%+46,632New
Global Retirement Partners, LLC45,112$655.9K0.01%+30,124+201.0%Added
TrueMark Investments, LLC45,000$654.3K0.12%+45,000New
Laurel Oak Wealth Management, LLC42,184$613.4K0.10%+42,184New
ExodusPoint Capital Management, LP42,177$613.3K0.01%+42,177New
Citadel Advisors LLC37,276$542.0K0.00%+37,276New
Cetera Investment Advisers35,917$522.2K0.00%+35,917New
CAPROCK Group, Inc.34,528$518.9K0.01%+34,528New
VestGen Advisors, LLC32,650$474.7K0.02%+32,650New
Tudor Investment Corp Et Al32,296$469.6K0.00%+32,296New
Prota Financial, LLC31,876$463.5K0.33%+31,876New
Mount Yale Investment Advisors, LLC28,339$423.4K0.02%+28,339New
Vestmark Advisory Solutions, Inc.28,339$412.0K0.01%+28,339New
Envestnet Asset Management Inc28,267$411.0K0.00%+28,267New
Commonwealth Equity Services, LLC28,105$408.6K0.00%+14,046+99.9%Added
Activest Wealth Management27,327$397.3K0.07%+15,224+125.8%Added
Founders Financial Alliance, LLC26,969$392.1K0.07%+26,969New
Caitong International Asset Management Co., Ltd26,760$389.1K0.10%+26,760New
RWM Asset Management, LLC28,581$387.3K0.04%+28,581New
Janney Montgomery Scott LLC25,311$368.0K0.00%+25,311New
Catalytic Wealth RIA, LLC24,533$356.7K0.01%+24,533New
HRT Financial LP23,950$348.0K0.00%−5,197−17.8%Reduced
Squarepoint Ops LLC23,549$342.4K0.00%+23,549New
Fort Point Capital Partners LLC22,740$329.5K0.04%+9,018+65.7%Added
Mercer Global Advisors Inc22,129$321.8K0.00%+22,129New
Elm Partners Management LLC21,985$319.7K0.01%+11,570+111.1%Added
Intellectus Partners, LLC19,724$294.7K0.06%+19,724New
Stratos Wealth Partners, LTD.20,135$292.8K0.00%+648+3.3%Added
Susquehanna International Group, LLP19,579$284.7K0.00%+19,579New
EP Wealth Advisors, LLC19,527$283.9K0.00%+19,527New
Adapt Wealth Advisors, LLC18,888$274.6K0.09%−16,225−46.2%Reduced
Centiva Capital, LP18,332$266.5K0.02%+18,332New
Trexquant Investment LP17,900$260.3K0.00%+17,900New