Bank of Montreal’s Blue Owl Capital OWL Stock Holding History

Bank of Montreal’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
2026 Q2	$2.53M	Buy	288,766 +101,626	+54%	+$965K	﹤0.01%	1638
2026 Q1	$1.71M	Buy	187,140 +102,769	+122%	+$1.24M	﹤0.01%	1746
2025 Q4	$1.26M	Buy	84,371 +50,437	+149%	+$789K	﹤0.01%	1859
2025 Q3	$574K	Buy	33,934 +20,452	+152%	+$389K	﹤0.01%	2203
2025 Q2	$259K	Sell	13,482 -1,413	-9%	-$26.1K	﹤0.01%	2658
2025 Q1	$298K	Sell	14,895 -64,906	-81%	-$1.46M	﹤0.01%	2517
2024 Q4	$1.86M	Buy	+79,801	New	+$1.83M	﹤0.01%	1579
2023 Q2	–	Sell	-314,654	Closed	-$3.49M	–	4214
2023 Q1	$3.49M	Buy	314,654 +299,375	+1,959%	+$3.59M	﹤0.01%	1398
2022 Q4	$165K	Sell	15,279 -47,585	-76%	-$502K	﹤0.01%	3222
2022 Q3	$585	Buy	+62,864	New	+$698K	﹤0.01%	2491

Other funds holding OWL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LVIA

Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of Montreal's OWL Position: Q2 2026 in Review

Bank of Montreal increased its Blue Owl Capital (OWL) stake by 54% in Q2 2026, buying an estimated $965K and bringing the position to 288,766 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Bank of Montreal first reported a position in OWL in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.49M in Q1 2023. 533 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Bank of Montreal held 288,766 shares of Blue Owl Capital worth $2.53M as of Q2 2026.
Bank of Montreal bought 101,626 Blue Owl Capital shares in Q2 2026, an estimated $965K.
Blue Owl Capital made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1638 holding.
Bank of Montreal first reported a position in Blue Owl Capital in Q3 2022 and has held it in 10 quarters since.
Bank of Montreal's Blue Owl Capital position peaked at $3.49M in Q1 2023.
533 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.