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Barton Investment Management’s Blue Owl Capital OWL Stock Holding History

Barton Investment Management’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 		$18.4M Buy
2,106,253
+65,522
+3% +$622K 2.5% 8
2026
Q1 		$18.6M Buy
2,040,731
+90,567
+5% +$1.09M 2.34% 8
2025
Q4 		$29.1M Buy
1,950,164
+29,980
+2% +$469K 3.14% 5
2025
Q3 		$32.5M Buy
1,920,184
+13,440
+0.7% +$256K 3.31% 5
2025
Q2 		$36.6M Sell
1,906,744
-50
-0% -$925 3.8% 4
2025
Q1 		$38.2M Buy
1,906,794
+76,575
+4% +$1.72M 4.69% 4
2024
Q4 		$42.6M Sell
1,830,219
-4,586
-0.2% -$105K 4.52% 5
2024
Q3 		$35.5M Buy
1,834,805
+20,165
+1% +$360K 4.44% 5
2024
Q2 		$32.2M Buy
1,814,640
+13,855
+0.8% +$254K 4.28% 6
2024
Q1 		$34M Buy
1,800,785
+135,015
+8% +$2.26M 4.12% 7
2023
Q4 		$24.8M Buy
1,665,770
+109,412
+7% +$1.47M 3.25% 9
2023
Q3 		$20.2M Buy
1,556,358
+147,728
+10% +$1.76M 3.26% 9
2023
Q2 		$16.4M Buy
1,408,630
+242,240
+21% +$2.61M 2.46% 11
2023
Q1 		$12.9M Buy
1,166,390
+760,085
+187% +$9.1M 2.27% 11
2022
Q4 		$4.31M Buy
406,305
+376,305
+1,254% +$3.97M 0.85% 18
2022
Q3 		$277K Hold
30,000
– – 0.06% 40
2022
Q2 		$301K Hold
30,000
– – 0.06% 39
2022
Q1 		$380K Hold
30,000
– – 0.05% 40
2021
Q4 		$447K Hold
30,000
– – 0.04% 38
2021
Q3 		$467K Hold
30,000
– – 0.04% 34
2021
Q2 		$386K Buy
+30,000
New +$340K 0.03% 38

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Barton Investment Management's OWL Position: Q2 2026 in Review

Barton Investment Management increased its Blue Owl Capital (OWL) stake by 3.2% in Q2 2026, buying an estimated $622K and bringing the position to 2,106,253 shares worth $18.4M. The position accounts for 2.5% of the portfolio, ranked #8.

Barton Investment Management first reported a position in OWL in Q2 2021 and has held it in 21 quarters since. The position peaked at $42.6M in Q4 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Barton Investment Management held 2,106,253 shares of Blue Owl Capital worth $18.4M as of Q2 2026.
  • Barton Investment Management bought 65,522 Blue Owl Capital shares in Q2 2026, an estimated $622K.
  • Blue Owl Capital made up 2.5% of Barton Investment Management's portfolio in Q2 2026, its #8 holding.
  • Barton Investment Management first reported a position in Blue Owl Capital in Q2 2021 and has held it in 21 quarters since.
  • Barton Investment Management's Blue Owl Capital position peaked at $42.6M in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.