BLUE OWL CAPITAL INC OWL
COM CL A · Common Stock · CUSIP 09581B103 · ISIN US09581B1035
American alternative asset management firm
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersNew York, NY
- Websiteblueowlcapitalcorporation.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($27.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $17.63. Options: 13 managers hold calls ($21.3m notional), 12 hold puts ($31.4m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 204 |
| Q4 2022 | 216 |
| Q1 2023 | 231 |
| Q2 2023 | 247 |
| Q3 2023 | 249 |
| Q4 2023 | 313 |
| Q1 2024 | 346 |
| Q2 2024 | 393 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 129 | 80 |
| Q1 2023 | 131 | 85 |
| Q2 2023 | 141 | 104 |
| Q3 2023 | 146 | 96 |
| Q4 2023 | 189 | 95 |
| Q1 2024 | 219 | 119 |
| Q2 2024 | 260 | 129 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $11.3m | $19.6m | 1.73 |
| Q4 2023 | $21.6m | $21.0m | 0.97 |
| Q1 2024 | $28.1m | $31.9m | 1.14 |
| Q2 2024 | $21.3m | $31.4m | 1.48 |
Biggest buyers
| FMR LLC | Added | +14.7m |
| Boston Partners | New | +9.0m |
| Capital International Investors | Added | +6.4m |
| STONE POINT CAPITAL LLC | New | +6.4m |
| VANGUARD GROUP INC | Added | +4.8m |
| Capital World Investors | Added | +4.8m |
| Invesco Ltd. | Added | +4.7m |
| BlackRock Inc. | Added | +4.7m |
| JPMORGAN CHASE & CO | Added | +4.2m |
| Capital Research Global Investors | Added | +3.7m |
Biggest sellers
| MORGAN STANLEY | Reduced | -13.7m |
| ICONIQ Capital, LLC | Reduced | -9.0m |
| State of New Jersey Common Pension Fund E | Sold out | -5.3m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.5m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.7m |
| FRED ALGER MANAGEMENT, LLC | Reduced | -1.1m |
| BARCLAYS PLC | Reduced | -971.4k |
| M.D. Sass, LLC | Reduced | -929.6k |
| Newlight Partners LP | Reduced | -850.0k |
| Kinetic Partners Management, LP | Reduced | -585.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.7m323.0k shares |
| Walleye Capital LLC | Added | $3.8m211.7k shares |
| CITADEL ADVISORS LLC | Reduced | $2.9m163.4k shares |
| Caption Management, LLC | Reduced | $2.3m127.5k shares |
| Twin Tree Management, LP | Reduced | $1.7m97.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.2m66.8k shares |
| Squarepoint Ops LLC | Reduced | $1.0m58.1k shares |
| WOLVERINE TRADING, LLC | Added | $944.3k53.2k shares |
| GROUP ONE TRADING LLC | Reduced | $894.6k50.4k shares |
| JANE STREET GROUP, LLC | Added | $520.1k29.3k shares |
Biggest puts
| Twin Tree Management, LP | Added | $8.8m496.7k shares |
| Balyasny Asset Management L.P. | New | $6.7m377.4k shares |
| PEAK6 Investments LLC | Added | $3.9m219.0k shares |
| CITADEL ADVISORS LLC | Added | $3.0m169.0k shares |
| Walleye Capital LLC | Added | $2.4m137.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.1m120.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.1m120.2k shares |
| GROUP ONE TRADING LLC | Reduced | $1.1m64.4k shares |
| WOLVERINE TRADING, LLC | Added | $816.5k46.0k shares |
| JANE STREET GROUP, LLC | New | $188.2k10.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution -2.6 pts · filed 2026-08-06 | 10.0% |
| Capital World Investors 13G · institution -10.3 pts · filed 2026-04-06 | 8.5% |
| Capital Research Global Investors 13G · institution -4.7 pts · filed 2026-08-12 | 6.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
| ICQ BB GP, LLC 13G · passive investor filed 2026-05-15 | 5.1% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.1%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Capital International Investors (0.8%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 4 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-08 | Polland Andrew Robert Chief Operating Officer · See Footnotes · Class A Shares | Sold | —124.3k shares |
| 2024-05-06 | Laurino Andrew Charles Senior Managing Director · See Footnote · Class A Shares | Sold | —19.6m shares |
| 2024-05-06 | Rees Michael Douglass Co-President · See Footnote · Class A Shares | Sold | —19.6m shares |
| 2024-05-06 | Ward Sean Jason Senior Managing Director · See Footnote · Class A Shares | Sold | —19.6m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Capital World Investors 0.20% of their portfolio | 68.1m $1.2bn | Added +4.8m |
| VANGUARD GROUP INC 0.02% of their portfolio | 45.5m $807.4m | Added +4.8m |
| BANK OF AMERICA CORP /DE/ 0.07% of their portfolio | 40.4m $717.5m | Added +142.5k |
| Capital International Investors 0.14% of their portfolio | 39.6m $703.7m | Added +6.4m |
| ICONIQ Capital, LLC 11.40% of their portfolio | 33.5m $532.5m | Reduced -9.0m |
| FMR LLC 0.03% of their portfolio | 27.2m $482.5m | Added +14.7m |
| BlackRock Inc. 0.01% of their portfolio | 21.3m $378.2m | Added +4.7m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 15.3m $271.8m | Added +4.2m |
| Capital Research Global Investors 0.06% of their portfolio | 14.2m $252.1m | Added +3.7m |
| Boston Partners 0.20% of their portfolio | 9.0m $159.0m | New |
| MORGAN STANLEY 0.01% of their portfolio | 8.2m $145.7m | Reduced -13.7m |
| STATE STREET CORP 0.01% of their portfolio | 8.0m $142.1m | Added +567.8k |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA 77.51% of their portfolio | 8.0m $141.8m | Unchanged |
| MACQUARIE GROUP LTD 0.15% of their portfolio | 7.3m $129.9m | Added +525.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 7.1m $126.7m | Added +854.8k |
| FEDERATED HERMES, INC. 0.29% of their portfolio | 6.8m $121.0m | Reduced -156.3k |
| Brown University 43.31% of their portfolio | 6.5m $114.7m | Reduced -500.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.56% of their portfolio | 6.4m $114.4m | Added +1.9m |
| STONE POINT CAPITAL LLC 8.86% of their portfolio | 6.4m $112.7m | New |
| Invesco Ltd. 0.02% of their portfolio | 5.8m $103.7m | Added +4.7m |
| BECK MACK & OLIVER LLC 2.13% of their portfolio | 5.8m $102.7m | Added +516.8k |
| Danica Pension, Livsforsikringsaktieselskab 1.60% of their portfolio | 4.4m $78.0m | Unchanged |
| Clearbridge Investments, LLC 0.06% of their portfolio | 4.2m $74.3m | Reduced -334.6k |
| Point72 Asset Management, L.P. 0.24% of their portfolio | 4.1m $73.0m | Added +1.7m |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 4.1m $73.0m | Added +515.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 4.1m $72.7m | Added +410.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 4.0m $71.8m | Added +942.8k |
| Advent International, L.P. 1.71% of their portfolio | 4.0m $71.5m | Unchanged |
| State of New Jersey Common Pension Fund A 100.00% of their portfolio | 3.6m $63.1m | First filing |
| Kinetic Partners Management, LP 4.01% of their portfolio | 3.1m $55.1m | Reduced -585.0k |
| Junto Capital Management LP 1.18% of their portfolio | 3.0m $53.9m | New |
| Balyasny Asset Management L.P. 0.14% of their portfolio | 3.0m $52.9m | New |
| Blue Pool Management Ltd. 26.07% of their portfolio | 2.8m $49.7m | Unchanged |
| HighTower Advisors, LLC 0.08% of their portfolio | 2.8m $49.5m | Added +90.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.7m $47.6m | Added +536.9k |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 2.5m $44.9m | Reduced -45.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 2.5m $44.5m | Added +187.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.4m $42.7m | Added +105.8k |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 2.0m $35.9m | Added +544.4k |
| CIBC Private Wealth Group LLC 0.06% of their portfolio | 2.0m $34.2m | Added +1.5m |
| Ceredex Value Advisors LLC 0.61% of their portfolio | 1.8m $32.4m | New |
| Barton Investment Management 4.28% of their portfolio | 1.8m $32.2m | Added +13.9k |
| RDST Capital LLC 8.08% of their portfolio | 1.7m $30.7m | Added +21.3k |
| TRANSCEND CAPITAL ADVISORS, LLC 2.22% of their portfolio | 1.7m $30.6m | Added +9.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 1.6m $28.5m | Reduced -500.5k |
| CORTLAND ASSOCIATES INC/MO 3.51% of their portfolio | 1.6m $27.8m | Added +15.9k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 1.5m $27.4m | Added +331.0k |
| UBS Group AG 0.01% of their portfolio | 1.5m $27.3m | Added +464.3k |
| NORGES BANK 0.00% of their portfolio | 1.5m $26.9m | Added +73.4k |
| BARCLAYS PLC 0.01% of their portfolio | 1.4m $24.5m | Reduced -971.4k |
| National Philanthropic Trust 0.46% of their portfolio | 1.4m $24.0m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.3m $23.5m | Added +253.6k |
| Callodine Capital Management, LP 5.38% of their portfolio | 1.3m $23.1m | Added +320.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.3m $22.3m | Added +66.6k |
| COMERICA BANK 0.09% of their portfolio | 1.3m $22.3m | Added +429.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.3m $22.3m | Reduced -263.2k |
| Walleye Capital LLC 0.23% of their portfolio | 1.2m $21.6m | Reduced -35.3k |
| Point72 Europe (London) LLP 1.80% of their portfolio | 1.2m $21.2m | New |
| 1832 Asset Management L.P. 0.04% of their portfolio | 1.1m $20.1m | Reduced -232.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $19.9m | Added +536.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.0m $17.9m | New |
| WESTWOOD HOLDINGS GROUP INC 0.08% of their portfolio | 997.8k $17.7m | Added +19.3k |
| TRUIST FINANCIAL CORP 0.03% of their portfolio | 953.9k $16.9m | Reduced -65.6k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 945.8k $16.8m | Reduced -275.7k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 893.2k $15.9m | Added +102.0k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.22% of their portfolio | 891.7k $15.8m | Reduced -199.6k |
| CIBC WORLD MARKETS CORP 0.10% of their portfolio | 860.0k $15.3m | Added +560.0k |
| Swiss National Bank 0.01% of their portfolio | 824.4k $14.6m | Added +14.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 789.0k $14.0m | Reduced -304.4k |
| HUB Investment Partners, LLC 0.67% of their portfolio | 783.4k $13.9m | Added +72.2k |
| FRED ALGER MANAGEMENT, LLC 0.07% of their portfolio | 769.7k $13.7m | Reduced -1.1m |
| ArrowMark Colorado Holdings LLC 0.16% of their portfolio | 751.4k $13.3m | Unchanged |
| Yarra Square Partners LP 11.82% of their portfolio | 738.8k $13.1m | Reduced -29.0k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 730.2k $13.0m | Added +715.6k |
| Foster Victor Wealth Advisors, LLC 1.08% of their portfolio | 705.2k $13.0m | Added +77.3k |
| Hudson Bay Capital Management LP 0.09% of their portfolio | 700.0k $12.4m | Reduced -75.0k |
| OMERS ADMINISTRATION Corp 0.12% of their portfolio | 683.5k $12.1m | Added +20.6k |
| Turtle Creek Wealth Advisors, LLC 2.74% of their portfolio | 666.4k $11.8m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 640.2k $11.4m | Added +38.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 577.0k $10.2m | Reduced -155.2k |
| Railway Pension Investments Ltd 0.12% of their portfolio | 572.6k $10.2m | New |
| CAT ROCK CAPITAL MANAGEMENT LP 1.11% of their portfolio | 559.0k $9.9m | Added +108.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 557.3k $9.9m | Added +116.7k |
| GenTrust, LLC 0.53% of their portfolio | 553.9k $9.8m | Unchanged |
| HUNTINGTON NATIONAL BANK 0.07% of their portfolio | 487.6k $8.7m | Added +97 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 486.4k $8.6m | Added +261.9k |
| IBEX WEALTH ADVISORS 1.34% of their portfolio | 483.1k $8.6m | New |
| Prana Capital Management, LP 0.41% of their portfolio | 481.4k $8.5m | Added +14.9k |
| Mediolanum International Funds Ltd 0.13% of their portfolio | 478.0k $8.0m | Added +77.4k |
| Chescapmanager LLC 1.30% of their portfolio | 463.3k $8.2m | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 448.3k $8.0m | Added +118.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 432.2k $7.7m | Added +81.8k |
| STEPHENS INC /AR/ 0.11% of their portfolio | 423.4k $7.5m | Added +154.3k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 422.7k $7.5m | Added +51.6k |
| Legal & General Group Plc 0.00% of their portfolio | 421.2k $7.5m | Added +30.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 415.7k $7.4m | Reduced -219 |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 406.8k $7.2m | Reduced -118.0k |
| OPTIMAS CAPITAL Ltd 8.19% of their portfolio | 404.9k $7.2m | Unchanged |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 397.0k $7.0m | Reduced -17.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 382.0k $6.8m | Added +361.4k |