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 ($5.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.26. Options: 14 managers hold calls ($43.2m notional), 16 hold puts ($72.0m).
Trends to Q4 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 |
| Q3 2024 | 373 |
| Q4 2024 | 452 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 131 | 85 |
| Q2 2023 | 141 | 104 |
| Q3 2023 | 146 | 96 |
| Q4 2023 | 189 | 95 |
| Q1 2024 | 219 | 119 |
| Q2 2024 | 260 | 129 |
| Q3 2024 | 233 | 158 |
| Q4 2024 | 263 | 146 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $28.1m | $31.9m | 1.14 |
| Q2 2024 | $21.3m | $31.4m | 1.48 |
| Q3 2024 | $36.2m | $40.9m | 1.13 |
| Q4 2024 | $43.2m | $72.0m | 1.66 |
Biggest buyers
| FMR LLC | Added | +9.9m |
| Capital World Investors | Added | +9.8m |
| Cresset Asset Management, LLC | Added | +5.9m |
| VANGUARD GROUP INC | Added | +5.6m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +3.2m |
| National Philanthropic Trust | Added | +2.8m |
| BlackRock, Inc. | Added | +2.2m |
| Squarepoint Ops LLC | Added | +1.9m |
| MORGAN STANLEY | Added | +1.6m |
| GOLDMAN SACHS GROUP INC | Added | +1.4m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -8.8m |
| BANK OF AMERICA CORP /DE/ | Reduced | -4.0m |
| STONE POINT CAPITAL LLC | Reduced | -3.6m |
| Capital Research Global Investors | Reduced | -2.2m |
| Allspring Global Investments Holdings, LLC | Reduced | -2.1m |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | Reduced | -2.0m |
| Brown University | Reduced | -1.9m |
| Walleye Capital LLC | Reduced | -1.7m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.4m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -1.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.1m521.5k shares |
| CITADEL ADVISORS LLC | Added | $6.2m268.5k shares |
| Twin Tree Management, LP | Reduced | $6.0m259.9k shares |
| SIMPLEX TRADING, LLC | Added | $5.9m255.0k shares |
| WOLVERINE TRADING, LLC | Added | $3.2m138.8k shares |
| IMC-Chicago, LLC | Added | $2.2m96.0k shares |
| Walleye Capital LLC | Added | $1.9m80.2k shares |
| JANE STREET GROUP, LLC | Reduced | $1.8m77.8k shares |
| GROUP ONE TRADING LLC | Added | $1.2m52.5k shares |
| PEAK6 LLC | First filing | $862.9k37.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $16.4m705.7k shares |
| CITADEL ADVISORS LLC | Added | $14.0m601.7k shares |
| Parallax Volatility Advisers, L.P. | New | $7.6m326.0k shares |
| Twin Tree Management, LP | Added | $5.6m242.9k shares |
| WOLVERINE TRADING, LLC | Added | $5.1m219.5k shares |
| D. E. Shaw & Co., Inc. | New | $4.7m200.0k shares |
| IMC-Chicago, LLC | Added | $4.6m196.8k shares |
| JANE STREET GROUP, LLC | Added | $4.5m194.7k shares |
| GROUP ONE TRADING LLC | Reduced | $2.3m98.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.2m94.6k 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 Q4 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 |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 4 | — | — |
| Q3 2024 | 0 | — | 1 | — | — |
| Q4 2024 | 0 | — | 2 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-06 | Rees Michael Douglass Co-President, director · See Footnote · Class A Shares | Sold | —30.2m shares |
| 2024-11-06 | Ward Sean Jason Senior Managing Director, director · See Footnote · Class A Shares | Sold | —30.2m 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| Capital World Investors 0.27% of their portfolio | 77.2m $1.8bn | Added +9.8m |
| VANGUARD GROUP INC 0.02% of their portfolio | 53.2m $1.2bn | Added +5.6m |
| Capital International Investors 0.21% of their portfolio | 47.9m $1.1bn | Added +73.5k |
| FMR LLC 0.06% of their portfolio | 45.2m $1.1bn | Added +9.9m |
| BANK OF AMERICA CORP /DE/ 0.08% of their portfolio | 37.9m $880.6m | Reduced -4.0m |
| ICONIQ Capital, LLC 12.14% of their portfolio | 33.5m $779.6m | Added +18.4k |
| BlackRock, Inc. 0.01% of their portfolio | 24.2m $563.5m | Added +2.2m |
| Boston Partners 0.48% of their portfolio | 17.0m $398.4m | Reduced -149.1k |
| MORGAN STANLEY 0.03% of their portfolio | 16.4m $380.6m | Added +1.6m |
| Capital Research Global Investors 0.06% of their portfolio | 13.3m $309.5m | Reduced -2.2m |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 9.2m $215.1m | Reduced -8.8m |
| STATE STREET CORP 0.01% of their portfolio | 9.0m $208.6m | Added +516.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 8.4m $196.1m | Added +274.1k |
| Invesco Ltd. 0.03% of their portfolio | 7.6m $176.7m | Added +1.1m |
| FEDERATED HERMES, INC. 0.35% of their portfolio | 6.9m $160.0m | Added +1.3m |
| MACQUARIE GROUP LTD 0.18% of their portfolio | 6.5m $150.7m | Reduced -701.2k |
| Cresset Asset Management, LLC 0.68% of their portfolio | 6.1m $140.8m | Added +5.9m |
| BECK MACK & OLIVER LLC 2.60% of their portfolio | 6.0m $140.6m | Added +37.4k |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA 43.17% of their portfolio | 6.0m $139.4m | Reduced -2.0m |
| NORGES BANK 0.02% of their portfolio | 5.9m $137.1m | Reduced -796.8k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.55% of their portfolio | 5.5m $126.8m | Reduced -1.3m |
| VOYA INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 5.2m $120.4m | Added +3.2m |
| Clearbridge Investments, LLC 0.08% of their portfolio | 4.5m $103.7m | Reduced -8.6k |
| Brown University 40.43% of their portfolio | 4.1m $94.8m | Reduced -1.9m |
| Advent International, L.P. 2.19% of their portfolio | 4.0m $93.7m | Unchanged |
| HighTower Advisors, LLC 0.12% of their portfolio | 3.6m $84.3m | Added +24.5k |
| National Philanthropic Trust 1.21% of their portfolio | 3.6m $83.9m | Added +2.8m |
| State of New Jersey Common Pension Fund A 100.00% of their portfolio | 3.6m $82.7m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 3.4m $80.2m | Added +106.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 3.3m $75.7m | Reduced -245.0k |
| Kinetic Partners Management, LP 4.97% of their portfolio | 3.2m $75.5m | Reduced -748.9k |
| CIBC Private Wealth Group LLC 0.14% of their portfolio | 3.2m $75.4m | Added +1.1m |
| UBS Group AG 0.02% of their portfolio | 3.1m $72.7m | Added +1.2m |
| Danica Pension, Livsforsikringsaktieselskab 1.34% of their portfolio | 3.1m $71.4m | Reduced -250.0k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 2.9m $68.1m | Added +110.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.9m $66.8m | Added +163.8k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 2.8m $66.0m | Reduced -1.4m |
| Blue Pool Management Ltd. 26.59% of their portfolio | 2.8m $65.1m | Unchanged |
| STONE POINT CAPITAL LLC 5.18% of their portfolio | 2.7m $63.5m | Reduced -3.6m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.4m $56.4m | Reduced -23.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.3m $52.9m | Added +1.4m |
| MARSHALL WACE, LLP 0.06% of their portfolio | 2.2m $50.5m | Added +244.6k |
| Squarepoint Ops LLC 0.12% of their portfolio | 2.0m $47.6m | Added +1.9m |
| CORTLAND ASSOCIATES INC/MO 5.30% of their portfolio | 2.0m $46.6m | Reduced -34.2k |
| Barton Investment Management 4.52% of their portfolio | 1.8m $42.6m | Reduced -4.6k |
| RDST Capital LLC 5.70% of their portfolio | 1.7m $40.2m | Reduced -357.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.6m $36.6m | Added +518.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.5m $35.9m | Reduced -34.5k |
| TRANSCEND CAPITAL ADVISORS, LLC 2.45% of their portfolio | 1.5m $34.0m | Reduced -249.5k |
| Railway Pension Investments Ltd 0.39% of their portfolio | 1.3m $29.5m | Unchanged |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.2m $28.9m | Reduced -33.9k |
| Ceredex Value Advisors LLC 0.57% of their portfolio | 1.2m $28.4m | Reduced -540.6k |
| COMERICA BANK 0.11% of their portfolio | 1.2m $28.3m | Reduced -271.8k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 1.2m $27.7m | Added +131.2k |
| Callodine Capital Management, LP 5.40% of their portfolio | 1.1m $26.2m | Reduced -400.0k |
| Turtle Creek Wealth Advisors, LLC 5.92% of their portfolio | 1.1m $25.7m | Added +436.8k |
| FRED ALGER MANAGEMENT, LLC 0.12% of their portfolio | 1.1m $25.4m | Added +309.7k |
| Swiss National Bank 0.02% of their portfolio | 1.0m $24.4m | Added +133.9k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.22% of their portfolio | 1.0m $23.5m | New |
| TRUIST FINANCIAL CORP 0.04% of their portfolio | 1.0m $23.3m | Reduced -2.3k |
| WESTWOOD HOLDINGS GROUP INC 0.16% of their portfolio | 881.9k $20.5m | Reduced -4.8k |
| TWINBEECH CAPITAL LP 0.33% of their portfolio | 840.2k $19.5m | New |
| M&G PLC 0.11% of their portfolio | 803.7k $18.5m | Added +29.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 799.0k $18.6m | Added +38.9k |
| Partners Group Holding AG 0.65% of their portfolio | 781.1k $18.2m | New |
| ExodusPoint Capital Management, LP 0.19% of their portfolio | 781.1k $18.2m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 779.6k $18.1m | Added +130.2k |
| Avalon Trust Co 1.29% of their portfolio | 779.4k $18.1m | New |
| HUB Investment Partners, LLC 0.76% of their portfolio | 772.0k $18.0m | Reduced -37.7k |
| ArrowMark Colorado Holdings LLC 0.24% of their portfolio | 751.4k $17.5m | Reduced -50 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 724.3k $16.8m | Added +64.4k |
| Maestria Partners LLC 6.60% of their portfolio | 716.0k $16.7m | First filing |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 698.5k $16.2m | Added +467.6k |
| Walleye Capital LLC 0.15% of their portfolio | 687.1k $16.0m | Reduced -1.7m |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 674.3k $15.7m | Added +33.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 653.7k $15.2m | First filing |
| STEPHENS INC /AR/ 0.20% of their portfolio | 627.4k $14.6m | Added +171.7k |
| Freestone Grove Partners LP 0.17% of their portfolio | 608.2k $14.1m | First filing |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 599.3k $13.9m | Added +24.0k |
| Legal & General Group Plc 0.00% of their portfolio | 566.1k $13.2m | Added +83.3k |
| GenTrust, LLC 0.56% of their portfolio | 554.1k $12.9m | Unchanged |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 532.7k $12.4m | Added +175.9k |
| BARCLAYS PLC 0.01% of their portfolio | 530.1k $12.3m | Reduced -1.0m |
| IBEX WEALTH ADVISORS 1.41% of their portfolio | 516.5k $12.0m | Added +401.2k |
| OMERS ADMINISTRATION Corp 0.10% of their portfolio | 503.3k $11.7m | Reduced -159.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 497.6k $11.6m | Added +51.8k |
| CAT ROCK CAPITAL MANAGEMENT LP 1.51% of their portfolio | 495.4k $11.5m | Reduced -1.2m |
| Foster Victor Wealth Advisors, LLC 0.91% of their portfolio | 491.9k $11.9m | Reduced -246.4k |
| HUNTINGTON NATIONAL BANK 0.08% of their portfolio | 487.8k $11.3m | Reduced -9 |
| Quantbot Technologies LP 0.41% of their portfolio | 482.5k $11.2m | Added +40.2k |
| Border to Coast Pensions Partnership Ltd 0.22% of their portfolio | 475.0k $11.0m | Unchanged |
| Chicago Partners Investment Group LLC 0.36% of their portfolio | 468.4k $10.9m | Added +88.0k |
| Chescapmanager LLC 1.96% of their portfolio | 463.3k $10.8m | Unchanged |
| JUPITER ASSET MANAGEMENT LTD 0.10% of their portfolio | 430.0k $10.0m | Added +330.8k |
| Empowered Funds, LLC 0.14% of their portfolio | 426.3k $9.9m | Added +20.4k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 390.6k $9.1m | Added +32.7k |
| Point72 Europe (London) LLP 0.51% of their portfolio | 380.3k $8.8m | New |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 367.0k $8.5m | Added +85.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 364.2k $8.5m | Added +111.0k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 361.5k $8.4m | Reduced -80.9k |