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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 192 | $2.04B |
| Q1 2026 | 169 | $2.21B |
| Q4 2025 | 137 | $1.78B |
| Q3 2025 | 79 | $1.31B |
| Q2 2025 | 45 | $1.37B |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 40 | $582 | 0.00% | +40 | New |
| Quarry LP | 82 | $1.19K | 0.00% | +82 | New |
| Tower Research Capital LLC (TRC) | 522 | $7.59K | 0.00% | −3,940−88.3% | Reduced |
| IFP Advisors, Inc | 654 | $9.51K | 0.00% | +26+4.1% | Added |
| Comerica Bank | 1,250 | $18.2K | 0.00% | +1,250 | New |
| Whittier Trust Co | 1,315 | $18.6K | 0.00% | −158−10.7% | Reduced |
| Jones Financial Companies LLLP | 1,786 | $26.0K | 0.00% | +1,786 | New |
| BlackRock, Inc. | 1,870 | $27.2K | 0.00% | +1,280+216.9% | Added |
| Avion Wealth | 2,055 | $29.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,255 | $32.8K | 0.00% | −2,176−49.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,004 | $43.7K | 0.01% | +3,004 | New |
| Clearstead Advisors, LLC | 8,500 | $123.6K | 0.00% | +8,500 | New |
| Kestra Advisory Services, LLC | 8,798 | $127.9K | 0.00% | +8,798 | New |
| Cornerstone Partners Capital Management, LLC | 10,054 | $146.2K | 0.40% | +10,054 | New |
| Onyx Bridge Wealth Group LLC | 10,283 | $149.5K | 0.02% | +10,283 | New |
| Private Advisor Group, LLC | 11,118 | $161.7K | 0.00% | +11,118 | New |
| Wealth Architects, LLC | 11,512 | $167.4K | 0.02% | +11,512 | New |
| QP Wealth Management, LLC | 11,537 | $167.7K | 0.15% | +11,537 | New |
| Norden Group LLC | 11,626 | $169.0K | 0.02% | +11,626 | New |
| PFG Investments, LLC | 11,682 | $169.9K | 0.01% | +11,682 | New |
| CI Private Wealth, LLC | 11,685 | $169.9K | 0.00% | +11,685 | New |
| Americana Partners, LLC | 11,982 | $174.2K | 0.00% | +11,982 | New |
| Manufacturers Life Insurance Company, The | 12,862 | $187.0K | 0.00% | −508−3.8% | Reduced |
| Leo Wealth, LLC | 13,913 | $202.3K | 0.01% | +13,913 | New |
| Lido Advisors, LLC | 14,545 | $207.7K | 0.00% | +2,683+22.6% | Added |
| Northwestern Mutual Wealth Management Co | 14,439 | $209.9K | 0.00% | +14,439 | New |
| Tranquility Partners, LLC | 14,439 | $209.9K | 0.08% | +14,439 | New |
| Nomura Holdings Inc | 14,695 | $213.7K | 0.00% | +14,695 | New |
| Blair William & Co | 14,807 | $215.3K | 0.00% | +4,334+41.4% | Added |
| Advisor Group Holdings, Inc. | 15,194 | $220.9K | 0.00% | +11,654+329.2% | Added |
| Diversify Wealth Management, LLC | 16,020 | $222.4K | 0.01% | +16,020 | New |
| Truist Financial Corp | 15,418 | $224.2K | 0.00% | +15,418 | New |
| Cullen/Frost Bankers, Inc. | 15,530 | $225.8K | 0.00% | +15,530 | New |
| Catalina Capital Group, LLC | 16,406 | $238.5K | 0.15% | +16,406 | New |
| GWM Advisors LLC | 17,078 | $248.3K | 0.00% | +17,078 | New |
| Fortress Wealth Group, LLC | 18,666 | $248.8K | 0.09% | +18,666 | New |
| Beacon Bridge Wealth Partners, LLC | 17,545 | $255.1K | 0.08% | +17,545 | New |
| Trexquant Investment LP | 17,900 | $260.3K | 0.00% | +17,900 | New |
| Centiva Capital, LP | 18,332 | $266.5K | 0.02% | +18,332 | New |
| Adapt Wealth Advisors, LLC | 18,888 | $274.6K | 0.09% | −16,225−46.2% | Reduced |
| EP Wealth Advisors, LLC | 19,527 | $283.9K | 0.00% | +19,527 | New |
| Susquehanna International Group, LLP | 19,579 | $284.7K | 0.00% | +19,579 | New |
| Stratos Wealth Partners, LTD. | 20,135 | $292.8K | 0.00% | +648+3.3% | Added |
| Intellectus Partners, LLC | 19,724 | $294.7K | 0.06% | +19,724 | New |
| Elm Partners Management LLC | 21,985 | $319.7K | 0.01% | +11,570+111.1% | Added |
| Mercer Global Advisors Inc | 22,129 | $321.8K | 0.00% | +22,129 | New |
| Fort Point Capital Partners LLC | 22,740 | $329.5K | 0.04% | +9,018+65.7% | Added |
| Squarepoint Ops LLC | 23,549 | $342.4K | 0.00% | +23,549 | New |
| HRT Financial LP | 23,950 | $348.0K | 0.00% | −5,197−17.8% | Reduced |
| Catalytic Wealth RIA, LLC | 24,533 | $356.7K | 0.01% | +24,533 | New |
| Janney Montgomery Scott LLC | 25,311 | $368.0K | 0.00% | +25,311 | New |
| RWM Asset Management, LLC | 28,581 | $387.3K | 0.04% | +28,581 | New |
| Caitong International Asset Management Co., Ltd | 26,760 | $389.1K | 0.10% | +26,760 | New |
| Founders Financial Alliance, LLC | 26,969 | $392.1K | 0.07% | +26,969 | New |
| Activest Wealth Management | 27,327 | $397.3K | 0.07% | +15,224+125.8% | Added |
| Commonwealth Equity Services, LLC | 28,105 | $408.6K | 0.00% | +14,046+99.9% | Added |
| Envestnet Asset Management Inc | 28,267 | $411.0K | 0.00% | +28,267 | New |
| Vestmark Advisory Solutions, Inc. | 28,339 | $412.0K | 0.01% | +28,339 | New |
| Mount Yale Investment Advisors, LLC | 28,339 | $423.4K | 0.02% | +28,339 | New |
| Prota Financial, LLC | 31,876 | $463.5K | 0.33% | +31,876 | New |
| Tudor Investment Corp Et Al | 32,296 | $469.6K | 0.00% | +32,296 | New |
| VestGen Advisors, LLC | 32,650 | $474.7K | 0.02% | +32,650 | New |
| CAPROCK Group, Inc. | 34,528 | $518.9K | 0.01% | +34,528 | New |
| Cetera Investment Advisers | 35,917 | $522.2K | 0.00% | +35,917 | New |
| Citadel Advisors LLC | 37,276 | $542.0K | 0.00% | +37,276 | New |
| ExodusPoint Capital Management, LP | 42,177 | $613.3K | 0.01% | +42,177 | New |
| Laurel Oak Wealth Management, LLC | 42,184 | $613.4K | 0.10% | +42,184 | New |
| TrueMark Investments, LLC | 45,000 | $654.3K | 0.12% | +45,000 | New |
| Global Retirement Partners, LLC | 45,112 | $655.9K | 0.01% | +30,124+201.0% | Added |
| Closed-End Fund Advisors, Inc. | 46,632 | $678.0K | 0.40% | +46,632 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 48,426 | $704.1K | 0.05% | +26,510+121.0% | Added |
| Stifel Financial Corp | 48,903 | $711.0K | 0.00% | +48,903 | New |
| RSM US Wealth Management LLC | 53,699 | $787.2K | 0.01% | +31,515+142.1% | Added |
| Pathstone Holdings, LLC | 54,816 | $801.7K | 0.00% | +21,568+64.9% | Added |
| Perennial Investment Advisors, LLC | 56,288 | $818.4K | 0.06% | +33,398+145.9% | Added |
| Mariner, LLC | 56,624 | $823.3K | 0.00% | +56,624 | New |
| Steward Partners Investment Advisory, LLC | 63,220 | $919.2K | 0.01% | +38,674+157.6% | Added |
| NewEdge Wealth, LLC | 69,925 | $1.02M | 0.01% | +2,218+3.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 73,992 | $1.04M | 0.00% | +42,888+137.9% | Added |
| Apollon Wealth Management, LLC | 72,751 | $1.06M | 0.02% | +52,551+260.2% | Added |
| Wells Fargo & Company | 72,797 | $1.06M | 0.00% | +71,116+4,230.6% | Added |
| Diversify Advisory Services, LLC | 75,188 | $1.06M | 0.03% | +33,263+79.3% | Added |
| Ameriprise Financial Inc | 73,520 | $1.07M | 0.00% | +73,520 | New |
| Pallas Capital Advisors LLC | 85,480 | $1.24M | 0.04% | +73,966+642.4% | Added |
| LPL Financial LLC | 89,942 | $1.31M | 0.00% | +89,942 | New |
| CWM, LLC | 92,208 | $1.34M | 0.00% | +58,935+177.1% | Added |
| Northern Trust Corp | 93,553 | $1.36M | 0.00% | +54,204+137.8% | Added |
| SCS Capital Management LLC | 98,775 | $1.44M | 0.02% | +50,937+106.5% | Added |
| XTX Topco Ltd | 104,518 | $1.52M | 0.04% | +92,860+796.5% | Added |
| Denali Advisors LLC | 108,378 | $1.58M | 0.17% | +108,378 | New |
| NorthRock Partners, LLC | 108,825 | $1.58M | 0.03% | +94,197+643.9% | Added |
| Renaissance Technologies LLC | 110,361 | $1.60M | 0.00% | +110,361 | New |
| Bank of New York Mellon Corp | 124,425 | $1.81M | 0.00% | +4,513+3.8% | Added |
| Ronald Blue Trust, Inc. | 126,897 | $1.85M | 0.02% | +74,370+141.6% | Added |
| Fiduciary Trust Co | 129,999 | $1.89M | 0.02% | +76,816+144.4% | Added |
| HighTower Advisors, LLC | 136,812 | $1.99M | 0.00% | +82,319+151.1% | Added |
| Pensionmark Financial Group, LLC | 137,343 | $2.00M | 0.03% | +46,655+51.4% | Added |
| UBS Group AG | 147,386 | $2.14M | 0.00% | +82,134+125.9% | Added |
| Goldman Sachs Group Inc | 149,006 | $2.17M | 0.00% | +149,006 | New |
| Sanctuary Advisors, LLC | 149,377 | $2.17M | 0.01% | +98,812+195.4% | Added |