OWLNYSEInvestment AdviceFiscal year ends December 31
BLUE OWL CAPITAL INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$8.96+0.11 (+1.24%)
Close on Oct 19, 2026
- Market cap
- $6.17B
- P/E (TTM)
- 74.7
- Dividend yield
- 9.54%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
41.4%
646M of 1.56B shares
Institutional holders
575
124 new, 88 sold out
Net institutional buying
-41M
In Q2 2026
Insider trades, 12 months
11 buys · 0 sales
Net bought $7.14M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 83,780,075 | 12.60% | 13G (passive) amendment | Dec 31, 2025 |
| Abigail P. Johnson | 67,470,344 | 10.00% | 13G (passive) amendment | Jun 30, 2026 |
| Capital World Investors | 56,875,177 | 8.50% | 13G (passive) amendment | Mar 31, 2026 |
| Capital Research Global Investors | 43,196,688 | 6.40% | 13G (passive) amendment | Jun 30, 2026 |
| Divesh Makan | 34,353,844 | 5.10% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Capital Management | 34,349,229 | 5.16% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OWL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 67,704,044 | 4.34% | $592.41M | −18,020,259 | 0.03% |
| Capital World Investors | 53,867,616 | 3.46% | $471.34M | −2,889,085 | 0.06% |
| Capital Research Global Investors | 43,196,688 | 2.77% | $377.97M | −14,879,277 | 0.05% |
| ICONIQ Capital, LLC | 34,353,844 | 2.20% | $300.60M | – | 8.66% |
| BlackRock, Inc. | 31,602,257 | 2.03% | $276.52M | −1,783,587 | 0.00% |
| Vanguard Capital Management LLC | 28,955,007 | 1.86% | $253.36M | −510,128 | 0.01% |
| Vanguard Portfolio Management LLC | 27,628,810 | 1.77% | $241.75M | −8,653,778 | 0.01% |
| Bank Of America Corp /De/ | 22,597,066 | 1.45% | $197.72M | +5,614,440 | 0.01% |
| Lind Value II ApS | 16,719,128 | 1.07% | $146.29M | +1,461,580 | 23.52% |
| Caption Management, LLC | 15,995,905 | 1.03% | $139.96M | +877,950 | 0.65% |
| Morgan Stanley | 14,434,733 | 0.93% | $126.30M | +1,207,148 | 0.01% |
| HighTower Advisors, LLC | 12,721,492 | 0.82% | $111.31M | +1,913,489 | 0.11% |
| State Street Corp | 12,196,975 | 0.78% | $106.72M | +593,000 | 0.00% |
| Aqr Capital Management LLC | 11,256,822 | 0.72% | $97.37M | +1,638,067 | 0.03% |
| Geode Capital Management, LLC | 11,082,480 | 0.71% | $97.00M | −954,565 | 0.01% |
| UBS Group AG | 9,356,222 | 0.60% | $81.87M | −405,524 | 0.01% |
| Susquehanna International Group, Llp | 7,579,561 | 0.49% | $66.32M | +3,616,813 | 0.01% |
| OCO Capital Partners, L.P. | 7,375,000 | 0.47% | $64.53M | +5,175,000 | 11.34% |
| Goldman Sachs Group Inc | 6,766,936 | 0.43% | $59.21M | −895,895 | 0.01% |
| Norges Bank | 6,603,960 | 0.42% | $57.78M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 575 | 646M | 41.4% | 124 / 240 | 159 / 88 | 67M | 108M |
| Q1 2026 | 546 | 688M | 44.1% | 167 / 246 | 98 / 134 | 288M | 197M |
| Q4 2025 | 522 | 674M | 43.3% | 137 / 208 | 140 / 87 | 100M | 85M |
| Q3 2025 | 476 | 660M | 42.3% | 72 / 221 | 123 / 68 | 79M | 54M |
| Q2 2025 | 476 | 634M | 40.7% | 84 / 223 | 115 / 61 | 97M | 68M |
| Q1 2025 | 457 | 605M | 38.8% | 86 / 198 | 118 / 72 | 66M | 41M |
| Q4 2024 | 451 | 582M | 37.3% | 107 / 176 | 122 / 24 | 68M | 43M |
| Q3 2024 | 372 | 557M | 35.8% | 47 / 190 | 95 / 63 | 87M | 34M |
| Q2 2024 | 392 | 527M | 33.8% | 90 / 176 | 89 / 41 | 101M | 45M |
| Q1 2024 | 345 | 471M | 30.2% | 76 / 153 | 81 / 39 | 76M | 46M |
| Q4 2023 | 312 | 441M | 28.3% | 89 / 112 | 72 / 22 | 65M | 62M |
| Q3 2023 | 247 | 439M | 28.2% | 40 / 107 | 59 / 37 | 63M | 36M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OWL | Value | % of fund | As of |
|---|---|---|---|---|---|
| American Balanced Fund | 30,203,769 | 1.94% | $264.28M | 0.09% | Jun 30, 2026 |
| Growth Fund of America | 26,745,823 | 1.72% | $274.95M | 0.08% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 20,390,207 | 1.31% | $178.41M | 0.01% | Jun 30, 2026 |
| Capital Income Builder | 19,126,382 | 1.23% | $197.00M | 0.15% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 14,728,480 | 0.94% | $128.87M | 0.07% | Jun 30, 2026 |
| Fidelity Dividend Growth Fund | 11,091,700 | 0.71% | $114.24M | 0.96% | Jul 31, 2026 |
| Investment Co of America | 10,956,133 | 0.70% | $95.87M | 0.05% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 9,594,200 | 0.62% | $98.63M | 0.04% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 8,481,573 | 0.54% | $74.21M | 0.16% | Jun 30, 2026 |
| Capital World Growth & Income Fund | 8,294,575 | 0.53% | $85.27M | 0.05% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 7,352,133 | 0.47% | $64.33M | 0.07% | Jun 30, 2026 |
| Fidelity Capital Appreciation Fund | 6,810,400 | 0.44% | $70.15M | 0.90% | Jul 31, 2026 |
| Fidelity Series Large Cap Stock Fund | 6,055,400 | 0.39% | $52.98M | 0.18% | Jun 30, 2026 |
| Growth Fund | 4,832,647 | 0.31% | $42.29M | 0.07% | Jun 30, 2026 |
| Fidelity Growth and Income Portfolio | 4,364,900 | 0.28% | $44.96M | 0.30% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Marc Zahr | Co-President, Director | 52,050,917 | 3.34% | Sep 14, 2026 |
| Marc S. Lipschultz | Co-Chief Executive Officer, Director | 64,517,708 | 4.14% | Sep 11, 2026 |
| Michael Douglass Rees | Co-President, Director | 38,683,709 | 2.48% | Sep 11, 2026 |
| Douglas I. Ostrover | Co-Chief Executive Officer, Director | 80,162,820 | 5.14% | Aug 7, 2026 |
| Craig Packer | Co-President, Director | 40,976,514 | 2.63% | Aug 7, 2026 |
| Sean Jason Ward | Senior Managing Director | 50,960,853 | 3.27% | Feb 19, 2025 |
| Alan Kirshenbaum | Chief Financial Officer | 3,661,366 | 0.23% | Sep 11, 2026 |
| Andrew Robert Polland | Chief Operating Officer | 1,409,449 | 0.09% | Feb 18, 2026 |
| Neena Reddy | General Counsel and Secretary | 2,376,752 | 0.15% | Feb 18, 2026 |
| Andrew Charles Laurino | Senior Managing Director | 13,929,828 | 0.89% | Oct 31, 2024 |
| Dana Weeks Ugwonali | Director | 69,909 | 0.00% | May 8, 2026 |
| Stacy Ellen Bash-Polley | Director | 69,909 | 0.00% | May 8, 2026 |
| Claudia A. Holz | Director | 99,909 | 0.01% | May 8, 2026 |
| Jennifer Brouse | Director | 586,271 | 0.04% | Feb 18, 2026 |
| Rock Capital Partners LP Owl | 10% owner | 486,036,340 | 31.17% | Sep 11, 2026 |
| Capital SLP LP Dyal | 10% owner | 275,153,784 | 17.65% | Sep 11, 2026 |
| Rock Capital Feeder LLC Owl | 10% owner | 282,924,846 | 18.15% | Sep 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Marc Zahr Co-President, Director | Sep 14, 2026 | Other | −4,550,777 | – | – | 6,543,145 |
| Marc S. Lipschultz Co-Chief Executive Officer, Director | Sep 11, 2026 | Gift | −1,000,000 | – | – | 56,695,038 |
| Capital SLP LP Dyal 10% owner | Sep 11, 2026 | Other | −350,000 | – | – | 131,414,357 |
| Alan Kirshenbaum Chief Financial Officer | Sep 11, 2026 | Gift | −10,000 | – | – | 27,696 |
| Rock Capital Partners LP Owl 10% owner | Sep 11, 2026 | Other | −1,010,000 | – | – | 169,874,846 |
| Michael Douglass Rees Co-President, Director | Sep 11, 2026 | Gift | −300,000 | – | – | 10,909,723 |
| Capital SLP LP Dyal 10% owner | Sep 1, 2026 | Other | −500,000 | – | – | 131,764,357 |
| Marc Zahr Co-President, Director | Aug 6, 2026 | Award | +736,464 | – | – | 11,093,922 |
| Douglas I. Ostrover Co-Chief Executive Officer, Director | Aug 6, 2026 | Award | +736,464 | – | – | 7,655,333 |
| Craig Packer Co-President, Director | Aug 6, 2026 | Award | +681,229 | – | – | 6,416,974 |
| Michael Douglass Rees Co-President, Director | Aug 6, 2026 | Award | +1,007,678 | – | – | 7,673,906 |
| Marc S. Lipschultz Co-Chief Executive Officer, Director | Aug 6, 2026 | Award | +736,464 | – | – | 7,655,333 |
| Capital SLP LP Dyal 10% owner | Jun 1, 2026 | Other | −1,150,000 | – | – | 132,264,357 |
| Claudia A. Holz Director | May 7, 2026 | Award | +20,429 | – | – | 69,909 |
| Douglas I. Ostrover Co-Chief Executive Officer, Director | May 7, 2026 | Award | +788,882 | – | – | 6,918,869 |
| Marc S. Lipschultz Co-Chief Executive Officer, Director | May 7, 2026 | Award | +788,882 | – | – | 6,918,869 |
| Marc Zahr Co-President, Director | May 7, 2026 | Award | +788,882 | – | – | 10,357,458 |
| Stacy Ellen Bash-Polley Director | May 7, 2026 | Award | +20,429 | – | – | 69,909 |
| Dana Weeks Ugwonali Director | May 7, 2026 | Award | +20,429 | – | – | 69,909 |
| Michael Douglass Rees Co-President, Director | May 7, 2026 | Award | +1,072,523 | – | – | 6,666,228 |
| Craig Packer Co-President, Director | May 7, 2026 | Award | +729,716 | – | – | 5,735,745 |
| Michael Douglass Rees Co-President, Director | Mar 17, 2026 | Other | −30,000,000 | – | – | 11,209,723 |
| Capital SLP LP Dyal 10% owner | Mar 2, 2026 | Other | −150,000 | – | – | 133,414,357 |
| Jennifer Brouse Director | Feb 15, 2026 | Tax withholding | −7,008 | $12.30 | $86.20K | 176,302 |
| Neena Reddy General Counsel and Secretary | Feb 15, 2026 | Tax withholding | −20,779 | $12.30 | $255.58K | 616,183 |
| Andrew Robert Polland Chief Operating Officer | Feb 15, 2026 | Tax withholding | −38,979 | $12.30 | $479.44K | 502,724 |
| Douglas I. Ostrover Co-Chief Executive Officer, Director | Feb 12, 2026 | Award | +878,709 | – | – | 6,129,987 |
| Marc Zahr Co-President, Director | Feb 12, 2026 | Award | +878,709 | – | – | 9,568,576 |
| Marc S. Lipschultz Co-Chief Executive Officer, Director | Feb 12, 2026 | Award | +878,709 | – | – | 6,129,987 |
| Craig Packer Co-President, Director | Feb 12, 2026 | Award | +813,484 | – | – | 5,006,029 |
| Michael Douglass Rees Co-President, Director | Feb 12, 2026 | Award | +305,791 | – | – | 5,593,705 |
| Marc Zahr Co-President, Director | Dec 10, 2025 | Other | −40,956,995 | – | – | 8,689,867 |
| Neena Reddy General Counsel and Secretary | Dec 9, 2025 | Award | +145,768 | – | – | 636,962 |
| Jennifer Brouse Director | Dec 9, 2025 | Award | +146,617 | – | – | 183,310 |
| Jennifer Brouse Director | Dec 9, 2025 | Award | +29,649 | – | – | 261,199 |
| Andrew Robert Polland Chief Operating Officer | Dec 9, 2025 | Award | +192,790 | – | – | 541,703 |
| Douglas I. Ostrover Co-Chief Executive Officer, Director | Dec 2, 2025 | Buy | +139,327 | $15.06 | $2.10M | 158,000 |
| Craig Packer Co-President, Director | Dec 2, 2025 | Buy | +27,336 | $15.06 | $411.68K | 31,000 |
| Craig Packer Co-President, Director | Dec 2, 2025 | Buy | +82,891 | $15.06 | $1.25M | 94,000 |
| Marc S. Lipschultz Co-Chief Executive Officer, Director | Dec 2, 2025 | Buy | +69,663 | $15.06 | $1.05M | 79,000 |
| Marc S. Lipschultz Co-Chief Executive Officer, Director | Dec 2, 2025 | Buy | +69,663 | $15.06 | $1.05M | 79,000 |
| Douglas I. Ostrover Co-Chief Executive Officer, Director | Dec 1, 2025 | Buy | +18,673 | $15.06 | $281.22K | 18,673 |
| Craig Packer Co-President, Director | Dec 1, 2025 | Buy | +11,109 | $15.06 | $167.30K | 11,109 |
| Craig Packer Co-President, Director | Dec 1, 2025 | Buy | +3,664 | $15.06 | $55.18K | 3,664 |
| Marc S. Lipschultz Co-Chief Executive Officer, Director | Dec 1, 2025 | Buy | +9,337 | $15.06 | $140.62K | 9,337 |
| Marc S. Lipschultz Co-Chief Executive Officer, Director | Dec 1, 2025 | Buy | +9,337 | $15.06 | $140.62K | 9,337 |
| Alan Kirshenbaum Chief Financial Officer | Dec 1, 2025 | Buy | +33,670 | $14.87 | $500.67K | 33,670 |
| Capital SLP LP Dyal 10% owner | Dec 1, 2025 | Other | −250,000 | – | – | 133,564,357 |
| Michael Douglass Rees Co-President, Director | Nov 6, 2025 | Award | +570,284 | – | – | 5,287,914 |
| Craig Packer Co-President, Director | Nov 6, 2025 | Award | +435,433 | – | – | 4,192,545 |
| Douglas I. Ostrover Co-Chief Executive Officer, Director | Nov 6, 2025 | Award | +470,739 | – | – | 5,251,278 |
| Marc S. Lipschultz Co-Chief Executive Officer, Director | Nov 6, 2025 | Award | +470,739 | – | – | 5,251,278 |
| Marc Zahr Co-President, Director | Nov 6, 2025 | Award | +470,739 | – | – | 49,646,862 |
| Michael Douglass Rees Co-President, Director | Sep 12, 2025 | Gift | −1,500,000 | – | – | 76,972,092 |
| Craig Packer Co-President, Director | Sep 12, 2025 | Gift | −100,000 | – | – | 34,528,540 |
| Rock Capital Feeder LLC Owl 10% owner | Sep 12, 2025 | Other | −120,000 | – | – | 170,884,846 |
| Alan Kirshenbaum Chief Financial Officer | Sep 12, 2025 | Gift | −20,000 | – | – | 37,696 |
| Capital SLP LP Dyal 10% owner | Sep 12, 2025 | Other | −1,750,000 | – | – | 133,814,357 |
| Capital SLP LP Dyal 10% owner | Sep 2, 2025 | Other | −950,000 | – | – | 135,564,357 |
| Rock Capital Partners LP Owl 10% owner | Sep 2, 2025 | Other | −500,000 | – | – | 171,004,846 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| NBSH Blue Investments II, LLC 10% Stockholder | Sep 1, 2026 | 5,966,525 | $69.69M | Sep 1, 2026 | The class A common shares exchanged for common units issued in connection with the previously disclosed business combination on May 19, 2021. |
| Owl Exchange LP Blue Controlled affiliate | Sep 1, 2026 | 703,725 | $8.61M | Sep 1, 2026 | The shares of class A common stock were received from an affiliate and exchanged on September 1, 2026 for common units acquired in connection with the previously disclosed business combination on May |
| Owl Exchange LP Blue Controlled affiliate | Jun 1, 2026 | 1,250,000 | $12.85M | Jun 1, 2026 | The shares of class A common stock were received from an affiliate and exchanged on June 1, 2026 for common units acquired in connection with the previously disclosed business combination on May 19, 2 |
| NBSH Blue Investments II, LLC 10% Stockholder | Jun 1, 2026 | 6,638,441 | $69.50M | Jun 1, 2026 | The class A common shares exchanged for common units issued in connection with the previously disclosed business combination on May 19, 2021. |
| NBSH Blue Investments II, LLC 10% Stockholder | Mar 2, 2026 | 5,834,193 | $62.31M | Mar 2, 2026 | The class A common shares exchanged for common units issued in connection with the previously disclosed business combination on May 19, 2021. |
| Owl Exchange LP Blue Controlled affiliate | Mar 2, 2026 | 906,207 | $9.56M | Mar 2, 2026 | The shares of class A common stock were received from an affiliate and exchanged on March 2, 2026 for common units acquired in connection with the previously disclosed business combination on May 19, |
| NBSH Blue Investments II, LLC 10% Stockholder | Dec 1, 2025 | 2,835,841 | $42.62M | Dec 1, 2025 | The class A common shares exchanged for common units issued in connection with the previously disclosed business combination on May 19, 2021. |
| Owl Exchange LP Blue Controlled affiliate | Dec 1, 2025 | 710,588 | $10.66M | Dec 1, 2025 | The shares of class A common stock were received from an affiliate and exchanged on December 1, 2025 for common units acquired in connection with the previously disclosed business combination on May 1 |
| Owl Exchange LP Blue Controlled affiliate | Sep 2, 2025 | 1,450,000 | $26.85M | Sep 2, 2025 | The shares of class A common stock were received from an affiliate and exchanged on September 2, 2025 for common units acquired in connection with the previously disclosed business combination on May |
| NBSH Blue Investments II, LLC 10% Stockholder | Sep 2, 2025 | 2,063,007 | $37.93M | Sep 2, 2025 | The Class A Common Shares exchanged for common units issued in connection with the previously disclosed business combination on May 19, 2021. |
| NBSH Blue Investments II, LLC 10% Stockholder | Jun 2, 2025 | 4,201,177 | $77.93M | Jun 2, 2025 | The class A common shares exchanged for common units issued in connection with the previously disclosed business combination on May 19, 2021. |
| Owl Exchange LP Blue Controlled affiliate | Jun 2, 2025 | 870,294 | $16.26M | Jun 2, 2025 | The shares of class A common stock were received from an affiliate and exchanged on June 2, 2025 for common units acquired in connection with the previously disclosed business combination on May 19, 2 |
| Capital Partners IV Holdings (A) LP Dyal Affiliate | May 14, 2025 | 20,000,000 | $399.60M | May 14, 2025 | Class A Common Stock was acquired upon exchange of Common Units issued in connection with the previously disclosed business combination on May 19, 2021 (see Issuer's SEC filings) |
| Owl Exchange LP Blue Controlled affiliate | Mar 3, 2025 | 1,817,382 | $39.13M | Mar 3, 2025 | The shares of class A common stock were received from an affiliate and exchanged on March 3, 2025 for common units acquired in connection with the previously disclosed business combination on May 19, |
| NBSH Blue Investments II, LLC 10% Stockholder | Mar 3, 2025 | 12,103,105 | $252.11M | Mar 3, 2025 | The class A common shares exchanged for common units issued in connection with the previously disclosed business combination on May 19, 2021. |