HighTower Advisors
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HighTower Advisors’s Blue Owl Capital OBDC Stock Holding History

HighTower Advisors’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 		$13.5M Buy
1,218,356
+594,386
+95% +$6.98M 0.01% 761
2025
Q4 		$7.76M Sell
623,970
-32,809
-5% -$417K 0.01% 975
2025
Q3 		$8.39M Sell
656,779
-293,048
-31% -$4.17M 0.01% 924
2025
Q2 		$13.6M Buy
949,827
+94,858
+11% +$1.35M 0.02% 690
2025
Q1 		$12.5M Buy
854,969
+81,794
+11% +$1.23M 0.02% 681
2024
Q4 		$11.7M Buy
773,175
+129,509
+20% +$1.95M 0.02% 690
2024
Q3 		$9.35M Sell
643,666
-23,952
-4% -$360K 0.01% 780
2024
Q2 		$10.2M Sell
667,618
-3,426
-0.5% -$54.8K 0.02% 713
2024
Q1 		$10.3M Buy
671,044
+11,669
+2% +$175K 0.02% 686
2023
Q4 		$9.72M Buy
659,375
+47,066
+8% +$669K 0.02% 717
2023
Q3 		$8.48M Buy
612,309
+53,108
+9% +$733K 0.02% 727
2023
Q2 		$7.5M Sell
559,201
-197,375
-26% -$2.58M 0.01% 747
2023
Q1 		$9.54M Buy
756,576
+3,100
+0.4% +$39.9K 0.02% 645
2022
Q4 		$8.71M Sell
753,476
-64,800
-8% -$777K 0.02% 663
2022
Q3 		$8.47M Sell
818,276
-22,528
-3% -$286K 0.02% 623
2022
Q2 		$10.3M Buy
840,804
+69,274
+9% +$949K 0.03% 564
2022
Q1 		$11.4M Buy
771,530
+186,779
+32% +$2.74M 0.03% 566
2021
Q4 		$8.28M Buy
584,751
+70,268
+14% +$1M 0.02% 679
2021
Q3 		$7.26M Buy
514,483
+18,667
+4% +$270K 0.02% 672
2021
Q2 		$7.07M Buy
495,816
+64,595
+15% +$928K 0.02% 659
2021
Q1 		$5.95M Sell
431,221
-18,078
-4% -$246K 0.02% 683
2020
Q4 		$5.69M Buy
449,299
+39,623
+10% +$502K 0.02% 552
2020
Q3 		$4.94M Sell
409,676
-688
-0.2% -$8.43K 0.02% 553
2020
Q2 		$5.04M Sell
410,364
-95,529
-19% -$1.18M 0.03% 509
2020
Q1 		$5.84M Buy
505,893
+339,558
+204% +$4.97M 0.04% 403
2019
Q4 		$2.98M Buy
166,335
+61,605
+59% +$1.08M 0.02% 738
2019
Q3 		$1.65M Buy
+104,730
New +$1.68M 0.01% 948

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

HighTower Advisors's OBDC Position: Q1 2026 in Review

HighTower Advisors increased its Blue Owl Capital (OBDC) stake by 95% in Q1 2026, buying an estimated $6.98M and bringing the position to 1,218,356 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #761.

HighTower Advisors first reported a position in OBDC in Q3 2019 and has held it in 27 quarters since. The position peaked at $13.6M in Q2 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • HighTower Advisors held 1,218,356 shares of Blue Owl Capital worth $13.5M as of Q1 2026.
  • HighTower Advisors bought 594,386 Blue Owl Capital shares in Q1 2026, an estimated $6.98M.
  • Blue Owl Capital made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #761 holding.
  • HighTower Advisors first reported a position in Blue Owl Capital in Q3 2019 and has held it in 27 quarters since.
  • HighTower Advisors's Blue Owl Capital position peaked at $13.6M in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.