CIBC Private Wealth Group
OWL icon

CIBC Private Wealth Group’s Blue Owl Capital OWL Stock Holding History

CIBC Private Wealth 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 		$118M Sell
7,925,890
-1,878,332
-19% -$29.4M 0.2% 113
2025
Q3 		$166M Buy
9,804,222
+1,751,018
+22% +$33.3M 0.28% 93
2025
Q2 		$155M Buy
8,053,204
+3,013,499
+60% +$55.7M 0.28% 96
2025
Q1 		$80.3M Buy
5,039,705
+1,795,648
+55% +$40.4M 0.17% 129
2024
Q4 		$75.4M Buy
3,244,057
+1,057,101
+48% +$24.2M 0.14% 146
2024
Q3 		$42.3M Buy
2,186,956
+164,792
+8% +$2.94M 0.08% 195
2024
Q2 		$34.2M Buy
2,022,164
+1,475,871
+270% +$27.1M 0.06% 207
2024
Q1 		$10.1M Buy
546,293
+13,240
+2% +$222K 0.02% 324
2023
Q4 		$7.94M Buy
533,053
+679
+0.1% +$9.14K 0.02% 339
2023
Q3 		$6.9M Sell
532,374
-11,948
-2% -$143K 0.02% 353
2023
Q2 		$6.34M Buy
544,322
+426,638
+363% +$4.59M 0.01% 371
2023
Q1 		$1.3M Buy
117,684
+12,263
+12% +$147K ﹤0.01% 571
2022
Q4 		$1.12M Sell
105,421
-33,662
-24% -$355K ﹤0.01% 510
2022
Q3 		$1.28M Buy
139,083
+56,244
+68% +$625K ﹤0.01% 547
2022
Q2 		$831K Sell
82,839
-2,227
-3% -$26.7K ﹤0.01% 630
2022
Q1 		$1.08M Buy
+85,066
New +$1.08M ﹤0.01% 624

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Private Wealth Group's OWL Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Blue Owl Capital (OWL) stake by 19% in Q4 2025, selling an estimated $29.4M and leaving 7,925,890 shares worth $118M. The position accounts for 0.2% of the portfolio, ranked #113.

CIBC Private Wealth Group first reported a position in OWL in Q1 2022 and has held it in 16 quarters since. The position peaked at $166M in Q3 2025. 519 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • CIBC Private Wealth Group held 7,925,890 shares of Blue Owl Capital worth $118M as of Q4 2025.
  • CIBC Private Wealth Group sold 1,878,332 Blue Owl Capital shares in Q4 2025, an estimated $29.4M.
  • Blue Owl Capital made up 0.2% of CIBC Private Wealth Group's portfolio in Q4 2025, its #113 holding.
  • CIBC Private Wealth Group first reported a position in Blue Owl Capital in Q1 2022 and has held it in 16 quarters since.
  • CIBC Private Wealth Group's Blue Owl Capital position peaked at $166M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.