Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Blue Owl Capital OWL Stock Holding History

Cambridge Investment Research Advisors’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 		$1.53M Buy
175,261
+113,887
+186% +$1.08M ﹤0.01% 1908
2026
Q1 		$560K Buy
61,374
+38,420
+167% +$464K ﹤0.01% 2687
2025
Q4 		$343K Sell
22,954
-3,613
-14% -$56.5K ﹤0.01% 3062
2025
Q3 		$450K Buy
26,567
+8,327
+46% +$158K ﹤0.01% 2769
2025
Q2 		$350K Buy
18,240
+4,041
+28% +$74.8K ﹤0.01% 2852
2025
Q1 		$285K Buy
14,199
+3,407
+32% +$76.6K ﹤0.01% 2912
2024
Q4 		$251K Buy
+10,792
New +$247K ﹤0.01% 2996

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

Cambridge Investment Research Advisors's OWL Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Blue Owl Capital (OWL) stake by 186% in Q2 2026, buying an estimated $1.08M and bringing the position to 175,261 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Cambridge Investment Research Advisors first reported a position in OWL in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Cambridge Investment Research Advisors held 175,261 shares of Blue Owl Capital worth $1.53M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 113,887 Blue Owl Capital shares in Q2 2026, an estimated $1.08M.
  • Blue Owl Capital made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1908 holding.
  • Cambridge Investment Research Advisors first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.