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CX Institutional’s Blue Owl Capital OWL Stock Holding History

CX Institutional’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 		$30K Buy
3,396
+3,050
+882% +$29K ﹤0.01% 1078
2026
Q1 		$3K Buy
346
+200
+137% +$2.42K ﹤0.01% 1409
2025
Q4 		$2K Buy
+146
New +$2.28K ﹤0.01% 1386

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

CX Institutional's OWL Position: Q2 2026 in Review

CX Institutional increased its Blue Owl Capital (OWL) stake by 882% in Q2 2026, buying an estimated $29K and bringing the position to 3,396 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

CX Institutional first reported a position in OWL in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • CX Institutional held 3,396 shares of Blue Owl Capital worth $30K as of Q2 2026.
  • CX Institutional bought 3,050 Blue Owl Capital shares in Q2 2026, an estimated $29K.
  • Blue Owl Capital made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1078 holding.
  • CX Institutional first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.