HI
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Horizon Investments’s Blue Owl Capital OBDC Stock Holding History

Horizon Investments’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 		$243 Buy
+22
New +$258 ﹤0.01% 1400
2025
Q4 		– Sell
-16
Closed -$204 – 1363
2025
Q3 		$204 Hold
16
– – ﹤0.01% 1175
2025
Q2 		$229 Hold
16
– – ﹤0.01% 1108
2025
Q1 		$235 Hold
16
– – ﹤0.01% 855
2024
Q4 		$242 Hold
16
– – ﹤0.01% 861
2024
Q3 		$233 Buy
+16
New +$240 ﹤0.01% 836

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

Horizon Investments's OBDC Position: Q1 2026 in Review

Horizon Investments opened a new position in Blue Owl Capital (OBDC) in Q1 2026: 22 shares worth $243. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings. This is a return to the name: Horizon Investments previously reported a position in OBDC as recently as Q3 2025.

Horizon Investments first reported a position in OBDC in Q3 2024 and has held it in 6 quarters since. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Horizon Investments held 22 shares of Blue Owl Capital worth $243 as of Q1 2026.
  • Blue Owl Capital was a new Horizon Investments position in Q1 2026.
  • Blue Owl Capital made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1400 holding.
  • Horizon Investments first reported a position in Blue Owl Capital in Q3 2024 and has held it in 6 quarters since.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.