Franklin Resources
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Franklin Resources’s Blue Owl Capital OBDC Stock Holding History

Franklin Resources’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.8M Buy
1,876,390
+332,293
+22% +$3.9M 0.01% 976
2025
Q4 		$19.2M Sell
1,544,097
-156,149
-9% -$1.99M ﹤0.01% 972
2025
Q3 		$21.7M Sell
1,700,246
-69,749
-4% -$993K 0.01% 928
2025
Q2 		$25.4M Buy
1,769,995
+1,995
+0.1% +$28.3K 0.01% 855
2025
Q1 		$25.9M Buy
1,768,000
+886,819
+101% +$13.3M 0.01% 825
2024
Q4 		$13.3M Buy
881,181
+139,140
+19% +$2.1M ﹤0.01% 1034
2024
Q3 		$11.1M Buy
742,041
+74,959
+11% +$1.13M ﹤0.01% 1082
2024
Q2 		$10.2M Buy
667,082
+64,146
+11% +$1.03M ﹤0.01% 1067
2024
Q1 		$9.27M Buy
+602,936
New +$9.07M ﹤0.01% 1109
2020
Q2 		– Sell
-900,000
Closed -$10.4M – 1719
2020
Q1 		$10.4M Sell
900,000
-733,986
-45% -$10.7M 0.01% 800
2019
Q4 		$29.2M Hold
1,633,986
– – 0.02% 675
2019
Q3 		$25.8M Buy
+1,633,986
New +$26.2M 0.01% 689

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Franklin Resources's OBDC Position: Q1 2026 in Review

Franklin Resources increased its Blue Owl Capital (OBDC) stake by 22% in Q1 2026, buying an estimated $3.9M and bringing the position to 1,876,390 shares worth $20.8M. The position accounts for 0.01% of the portfolio, ranked #976.

Franklin Resources first reported a position in OBDC in Q3 2019 and has held it in 12 quarters since. The position peaked at $29.2M in Q4 2019. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Franklin Resources held 1,876,390 shares of Blue Owl Capital worth $20.8M as of Q1 2026.
  • Franklin Resources bought 332,293 Blue Owl Capital shares in Q1 2026, an estimated $3.9M.
  • Blue Owl Capital made up 0.01% of Franklin Resources's portfolio in Q1 2026, its #976 holding.
  • Franklin Resources first reported a position in Blue Owl Capital in Q3 2019 and has held it in 12 quarters since.
  • Franklin Resources's Blue Owl Capital position peaked at $29.2M in Q4 2019.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.