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Ares Management’s Blue Owl Capital OBDC Stock Holding History

Ares Management’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.2M Buy
2,872,757
+25,000
+0.9% +$280K 1.36% 12
2026
Q1 		$31.5M Hold
2,847,757
– – 2.08% 7
2025
Q4 		$35.4M Buy
2,847,757
+359,793
+14% +$4.57M 2.02% 7
2025
Q3 		$31.8M Hold
2,487,964
– – 1.44% 9
2025
Q2 		$35.7M Buy
2,487,964
+151,142
+6% +$2.15M 1.82% 8
2025
Q1 		$34.3M Buy
2,336,822
+70,018
+3% +$1.05M 2.1% 9
2024
Q4 		$34.3M Sell
2,266,804
-179,448
-7% -$2.7M 1.21% 11
2024
Q3 		$35.6M Buy
2,446,252
+309,313
+14% +$4.64M 0.99% 9
2024
Q2 		$32.8M Hold
2,136,939
– – 0.97% 10
2024
Q1 		$32.9M Buy
2,136,939
+419,820
+24% +$6.31M 0.75% 10
2023
Q4 		$25.3M Buy
1,717,119
+54,981
+3% +$781K 0.61% 12
2023
Q3 		$23M Sell
1,662,138
-2,000
-0.1% -$27.6K 0.6% 14
2023
Q2 		$22.3M Sell
1,664,138
-4,555
-0.3% -$59.6K 0.46% 15
2023
Q1 		$21M Buy
1,668,693
+112,298
+7% +$1.45M 1.16% 12
2022
Q4 		$18M Buy
1,556,395
+77,294
+5% +$927K 0.89% 17
2022
Q3 		$15.3M Buy
1,479,101
+4,059
+0.3% +$51.6K 0.71% 22
2022
Q2 		$18.2M Sell
1,475,042
-1,414,736
-49% -$19.4M 0.93% 15
2022
Q1 		$42.7M Buy
2,889,778
+102,342
+4% +$1.5M 1.61% 9
2021
Q4 		$39.5M Buy
2,787,436
+401,060
+17% +$5.73M 1.12% 11
2021
Q3 		$33.7M Buy
2,386,376
+307,295
+15% +$4.45M 1.12% 10
2021
Q2 		$29.7M Buy
2,079,081
+242,097
+13% +$3.48M 1.05% 8
2021
Q1 		$25.3M Buy
1,836,984
+931,389
+103% +$12.7M 1.11% 8
2020
Q4 		$11.5M Buy
905,595
+859,293
+1,856% +$10.9M 0.51% 13
2020
Q3 		$558K Buy
46,302
+15,702
+51% +$192K 0.03% 29
2020
Q2 		$377K Buy
+30,600
New +$378K 0.02% 31

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ares Management's OBDC Position: Q2 2026 in Review

Ares Management increased its Blue Owl Capital (OBDC) stake by 0.88% in Q2 2026, buying an estimated $280K and bringing the position to 2,872,757 shares worth $31.2M. The position accounts for 1.36% of the portfolio, ranked #12.

Ares Management first reported a position in OBDC in Q2 2020 and has held it in 25 quarters since. The position peaked at $42.7M in Q1 2022. 429 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Ares Management held 2,872,757 shares of Blue Owl Capital worth $31.2M as of Q2 2026.
  • Ares Management bought 25,000 Blue Owl Capital shares in Q2 2026, an estimated $280K.
  • Blue Owl Capital made up 1.36% of Ares Management's portfolio in Q2 2026, its #12 holding.
  • Ares Management first reported a position in Blue Owl Capital in Q2 2020 and has held it in 25 quarters since.
  • Ares Management's Blue Owl Capital position peaked at $42.7M in Q1 2022.
  • 429 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Ares Management's 13F filing for Q2 2026, filed 14 Aug 2026.