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, Q1 2026
Institutional positions in Blue Owl Technology Finance Corp. as of Mar 31, 2026. 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
- 169
- +34 vs. Q4 2025
- Shares held
- 178.3M
- +55.6M (+45.3%) vs. Q4 2025
- Total value
- $2.21B
- +$428.9M (+24.0%) vs. Q4 2025
- New holders
- 55
- 93 more added
- Sold out
- 21
- 15 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Blue Owl Technology Finance Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 654 | $8.10K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 726 | $8.99K | 0.00% | +204+39.1% | Added |
| Clayton Financial Group LLC | 847 | $10.5K | 0.01% | +847 | New |
| US Bancorp | 1,151 | $14.3K | 0.00% | +1,151 | New |
| Avion Wealth | 2,055 | $25.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,085 | $38.2K | 0.00% | +3,085 | New |
| Lake Street Financial LLC | 3,218 | $39.9K | 0.01% | +3,218 | New |
| BNP Paribas Arbitrage, SA | 3,609 | $44.7K | 0.00% | +3,609 | New |
| Quantbot Technologies LP | 4,449 | $55.1K | 0.00% | +4,409+11,022.5% | Added |
| Jones Financial Companies LLLP | 4,685 | $57.5K | 0.00% | +2,899+162.3% | Added |
| Clearstead Advisors, LLC | 8,638 | $107.0K | 0.00% | +138+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 9,508 | $117.8K | 0.00% | −4,931−34.2% | Reduced |
| Abel Hall, LLC | 10,000 | $123.9K | 0.03% | +10,000 | New |
| Barclays PLC | 10,562 | $130.9K | 0.00% | +10,562 | New |
| TMB Capital Partners, LLC | 10,961 | $135.8K | 0.05% | +10,961 | New |
| AQR Capital Management LLC | 11,000 | $136.3K | 0.00% | +11,000 | New |
| MAI Capital Management | 11,200 | $138.8K | 0.00% | +8,945+396.7% | Added |
| Norden Group LLC | 11,328 | $140.4K | 0.01% | −298−2.6% | Reduced |
| Integrated Wealth Concepts LLC | 11,361 | $140.8K | 0.00% | +11,361 | New |
| Keybank National Association | 11,954 | $148.1K | 0.00% | +11,954 | New |
| Kestra Advisory Services, LLC | 12,241 | $151.7K | 0.00% | +3,443+39.1% | Added |
| Nomura Holdings Inc | 12,500 | $154.9K | 0.00% | −2,195−14.9% | Reduced |
| Mma Asset Management LLC | 12,773 | $158.3K | 0.06% | +12,773 | New |
| tru Independence LLC | 13,224 | $163.8K | 0.08% | +13,224 | New |
| Guggenheim Capital LLC | 13,295 | $164.7K | 0.00% | +13,295 | New |
| Angeles Wealth Management, LLC | 12,950 | $165.8K | 0.01% | +12,950 | New |
| Cambridge Investment Research Advisors, Inc. | 13,500 | $167.0K | 0.00% | +13,500 | New |
| Kathmere Capital Management, LLC | 14,686 | $182.0K | 0.01% | +14,686 | New |
| Quantinno Capital Management LP | 14,851 | $184.0K | 0.00% | +14,851 | New |
| IHT Wealth Management, LLC | 15,067 | $186.7K | 0.00% | +15,067 | New |
| EP Wealth Advisors, LLC | 15,312 | $189.7K | 0.00% | −4,215−21.6% | Reduced |
| Daytona Street Capital LLC | 16,200 | $192.1K | 0.15% | +16,200 | New |
| Hicks Capital Management LLC | 15,791 | $195.7K | 0.20% | +15,791 | New |
| Ashton Thomas Securities, LLC | 16,153 | $200.1K | 0.03% | +16,153 | New |
| Endowment Wealth Management, Inc. | 16,571 | $205.3K | 0.09% | +16,571 | New |
| Wiley Bros.-Aintree Capital, LLC | 17,155 | $212.6K | 0.00% | +17,155 | New |
| Prospera Financial Services Inc | 17,647 | $218.6K | 0.00% | +17,647 | New |
| Capital Planning Advisors, LLC | 17,829 | $220.9K | 0.03% | +17,829 | New |
| Balyasny Asset Management LLC | 18,203 | $225.5K | 0.00% | −150,285−89.2% | Reduced |
| Fortress Wealth Group, LLC | 21,957 | $248.8K | 0.09% | +3,291+17.6% | Added |
| Onyx Bridge Wealth Group LLC | 20,145 | $249.6K | 0.03% | +9,862+95.9% | Added |
| Wealth Architects, LLC | 21,454 | $265.8K | 0.02% | +9,942+86.4% | Added |
| Tennessee Valley Asset Management Partners | 21,630 | $268.0K | 0.04% | +21,630 | New |
| Hennion & Walsh Asset Management, Inc. | 22,278 | $276.0K | 0.01% | +22,278 | New |
| Americana Partners, LLC | 22,332 | $276.7K | 0.01% | +10,350+86.4% | Added |
| Blair William & Co | 22,616 | $280.2K | 0.00% | +7,809+52.7% | Added |
| Beacon Pointe Advisors, LLC | 23,305 | $288.7K | 0.00% | +23,305 | New |
| Private Advisor Group, LLC | 23,771 | $294.5K | 0.00% | +12,653+113.8% | Added |
| Mariner, LLC | 23,923 | $296.4K | 0.00% | −32,701−57.8% | Reduced |
| Perigon Wealth Management, LLC | 24,100 | $298.6K | 0.01% | +24,100 | New |
| Squarepoint Ops LLC | 24,175 | $299.5K | 0.00% | +626+2.7% | Added |
| Lido Advisors, LLC | 24,892 | $318.4K | 0.00% | +10,347+71.1% | Added |
| Cullen/Frost Bankers, Inc. | 25,746 | $319.0K | 0.00% | +10,216+65.8% | Added |
| Pallas Capital Advisors LLC | 25,811 | $319.8K | 0.01% | −59,669−69.8% | Reduced |
| Leo Wealth, LLC | 26,153 | $324.0K | 0.02% | +12,240+88.0% | Added |
| Tranquility Partners, LLC | 26,910 | $333.4K | 0.13% | +12,471+86.4% | Added |
| Forefront Analytics, LLC | 29,654 | $367.4K | 0.33% | +29,654 | New |
| QP Wealth Management, LLC | 29,868 | $370.1K | 0.63% | +18,331+158.9% | Added |
| Creative Planning | 30,024 | $372.0K | 0.00% | +30,024 | New |
| CI Private Wealth, LLC | 30,200 | $374.2K | 0.00% | +18,515+158.5% | Added |
| Founders Financial Alliance, LLC | 31,556 | $391.0K | 0.07% | +4,587+17.0% | Added |
| Catalina Capital Group, LLC | 32,065 | $397.3K | 0.24% | +15,659+95.4% | Added |
| Beacon Bridge Wealth Partners, LLC | 32,698 | $405.1K | 0.14% | +15,153+86.4% | Added |
| Janney Montgomery Scott LLC | 33,321 | $413.0K | 0.00% | +8,010+31.6% | Added |
| CAPROCK Group, Inc. | 33,279 | $426.1K | 0.01% | −1,249−3.6% | Reduced |
| Susquehanna International Group, LLP | 35,952 | $445.4K | 0.00% | +16,373+83.6% | Added |
| Stratos Wealth Partners, LTD. | 36,771 | $455.6K | 0.01% | +16,636+82.6% | Added |
| Intellectus Partners, LLC | 36,891 | $471.8K | 0.10% | +17,167+87.0% | Added |
| XTX Topco Ltd | 38,454 | $476.4K | 0.01% | −66,064−63.2% | Reduced |
| TrueMark Investments, LLC | 39,713 | $492.0K | 0.10% | −5,287−11.7% | Reduced |
| Activest Wealth Management | 40,099 | $496.8K | 0.09% | +12,772+46.7% | Added |
| Pinnacle Associates Ltd | 43,229 | $535.6K | 0.01% | +43,229 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 43,229 | $535.6K | 0.04% | +43,229 | New |
| Elm Partners Management LLC | 43,972 | $551.4K | 0.02% | +21,987+100.0% | Added |
| Envestnet Asset Management Inc | 49,566 | $614.1K | 0.00% | +21,299+75.3% | Added |
| TT Capital Management LLC | 49,600 | $614.5K | 0.51% | +49,600 | New |
| Toronto Dominion Bank | 50,000 | $619.5K | 0.00% | +50,000 | New |
| RWM Asset Management, LLC | 50,744 | $628.7K | 0.07% | +22,163+77.5% | Added |
| Laurel Oak Wealth Management, LLC | 51,197 | $634.3K | 0.11% | +9,013+21.4% | Added |
| Truist Financial Corp | 52,527 | $650.8K | 0.00% | +37,109+240.7% | Added |
| Palogic Value Management, L.P. | 52,802 | $654.2K | 0.29% | +52,802 | New |
| Fort Point Capital Partners LLC | 52,356 | $669.7K | 0.09% | +29,616+130.2% | Added |
| PVG Asset Management Corp | 62,156 | $670.0K | 0.40% | +62,156 | New |
| Man Group plc | 55,490 | $687.5K | 0.00% | +55,490 | New |
| Whittier Trust Co | 63,967 | $724.7K | 0.01% | +62,652+4,764.4% | Added |
| Prota Financial, LLC | 59,845 | $741.5K | 0.54% | +27,969+87.7% | Added |
| GWM Advisors LLC | 63,378 | $785.3K | 0.00% | +46,300+271.1% | Added |
| NewEdge Wealth, LLC | 74,555 | $923.7K | 0.01% | +4,630+6.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 81,086 | $931.7K | 0.00% | +7,094+9.6% | Added |
| Cerberus Capital Management, L.P. | 80,000 | $991.2K | 0.04% | +80,000 | New |
| Vestmark Advisory Solutions, Inc. | 80,196 | $993.6K | 0.01% | +51,857+183.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 80,750 | $1.00M | 0.03% | +80,750 | New |
| Schonfeld Strategic Advisors LLC | 81,495 | $1.01M | 0.01% | +81,495 | New |
| NorthRock Partners, LLC | 81,824 | $1.01M | 0.02% | −27,001−24.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 80,140 | $1.02M | 0.02% | +51,801+182.8% | Added |
| Zions Bancorporation, National Association | 83,213 | $1.03M | 0.07% | +83,213 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 84,431 | $1.05M | 0.05% | +36,005+74.4% | Added |
| Diversify Advisory Services, LLC | 99,432 | $1.07M | 0.16% | +24,244+32.2% | Added |
| Bank of Montreal | 86,862 | $1.08M | 0.00% | +86,862 | New |
| Ameriprise Financial Inc | 89,582 | $1.11M | 0.00% | +16,062+21.8% | Added |