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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
Q3 		$55K Buy
6,046
+2,650
+78% +$27.9K ﹤0.01% 999
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional's OWL Position: Q3 2026 in Review

CX Institutional increased its Blue Owl Capital (OWL) stake by 78% in Q3 2026, buying an estimated $27.9K and bringing the position to 6,046 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

CX Institutional first reported a position in OWL in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • CX Institutional held 6,046 shares of Blue Owl Capital worth $55K as of Q3 2026.
  • CX Institutional bought 2,650 Blue Owl Capital shares in Q3 2026, an estimated $27.9K.
  • Blue Owl Capital made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #999 holding.
  • CX Institutional first reported a position in Blue Owl Capital in Q4 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.