ClearBridge Investments
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ClearBridge Investments’s Blue Owl Capital OWL Stock Holding History

ClearBridge Investments’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
Q1 		– Sell
-2,931,085
Closed -$43.8M – 727
2025
Q4 		$43.8M Sell
2,931,085
-15,019
-0.5% -$235K 0.04% 344
2025
Q3 		$49.9M Buy
2,946,104
+133,743
+5% +$2.54M 0.04% 325
2025
Q2 		$54M Sell
2,812,361
-698,587
-20% -$12.9M 0.04% 303
2025
Q1 		$70.4M Sell
3,510,948
-946,724
-21% -$21.3M 0.06% 267
2024
Q4 		$104M Sell
4,457,672
-8,578
-0.2% -$196K 0.08% 227
2024
Q3 		$86.5M Buy
4,466,250
+281,297
+7% +$5.02M 0.07% 260
2024
Q2 		$74.3M Sell
4,184,953
-334,560
-7% -$6.14M 0.06% 268
2024
Q1 		$85.2M Sell
4,519,513
-88,091
-2% -$1.48M 0.07% 267
2023
Q4 		$68.7M Sell
4,607,604
-46,419
-1% -$625K 0.06% 290
2023
Q3 		$60.3M Sell
4,654,023
-24,677
-0.5% -$294K 0.06% 283
2023
Q2 		$54.5M Buy
4,678,700
+219,242
+5% +$2.36M 0.05% 303
2023
Q1 		$49.4M Buy
4,459,458
+17,970
+0.4% +$215K 0.05% 315
2022
Q4 		$47.1M Buy
4,441,488
+318,143
+8% +$3.36M 0.05% 325
2022
Q3 		$38.1M Buy
4,123,345
+523,745
+15% +$5.82M 0.04% 352
2022
Q2 		$36.1M Buy
3,599,600
+1,088,698
+43% +$13.1M 0.03% 373
2022
Q1 		$31.8M Buy
+2,510,902
New +$31.8M 0.02% 413

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

ClearBridge Investments's OWL Position: Q1 2026 in Review

ClearBridge Investments sold out of Blue Owl Capital (OWL) in Q1 2026, closing a stake of 2,931,085 shares — an estimated $43.8M sold.

ClearBridge Investments first reported a position in OWL in Q1 2022 and held it in 16 quarters. The position peaked at $104M in Q4 2024. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • ClearBridge Investments reported no remaining Blue Owl Capital position as of Q1 2026 after selling out during the quarter.
  • ClearBridge Investments sold 2,931,085 Blue Owl Capital shares in Q1 2026, an estimated $43.8M.
  • ClearBridge Investments first reported a position in Blue Owl Capital in Q1 2022 and held it in 16 quarters.
  • ClearBridge Investments's Blue Owl Capital position peaked at $104M in Q4 2024.
  • 545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.