Baird Financial Group
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Baird Financial Group’s Blue Owl Capital OWL Stock Holding History

Baird Financial Group’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,560
Closed -$314K – 1845
2025
Q3 		$314K Buy
+18,560
New +$353K ﹤0.01% 1621
2025
Q2 		– Sell
-177,912
Closed -$3.57M – 1834
2025
Q1 		$3.57M Buy
177,912
+8,865
+5% +$199K 0.01% 787
2024
Q4 		$3.93M Buy
169,047
+21,033
+14% +$481K 0.01% 752
2024
Q3 		$2.87M Buy
148,014
+2,787
+2% +$49.8K 0.01% 854
2024
Q2 		$2.58M Buy
145,227
+3,599
+3% +$66K 0.01% 885
2024
Q1 		$2.67M Buy
141,628
+49,739
+54% +$833K 0.01% 861
2023
Q4 		$1.37M Buy
+91,889
New +$1.24M ﹤0.01% 1043

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baird Financial Group's OWL Position: Q4 2025 in Review

Baird Financial Group sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 18,560 shares — an estimated $314K sold.

Baird Financial Group first reported a position in OWL in Q4 2023 and held it in 7 quarters. The position peaked at $3.93M in Q4 2024. 521 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • Baird Financial Group reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
  • Baird Financial Group sold 18,560 Blue Owl Capital shares in Q4 2025, an estimated $314K.
  • Baird Financial Group first reported a position in Blue Owl Capital in Q4 2023 and held it in 7 quarters.
  • Baird Financial Group's Blue Owl Capital position peaked at $3.93M in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Baird Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.