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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

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 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. 192 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.
  • 192 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.