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IFP Advisors’s Blue Owl Capital OWL Stock Holding History

IFP Advisors’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 		$184K Buy
21,024
+9,466
+82% +$89.9K ﹤0.01% 1587
2026
Q1 		$106K Buy
11,558
+4,970
+75% +$60.1K ﹤0.01% 1809
2025
Q4 		$98.4K Buy
6,588
+199
+3% +$3.11K ﹤0.01% 1800
2025
Q3 		$108K Sell
6,389
-43,989
-87% -$837K ﹤0.01% 1628
2025
Q2 		$973K Sell
50,378
-34,468
-41% -$638K 0.03% 590
2025
Q1 		$1.7M Sell
84,846
-3,296
-4% -$74.1K 0.05% 395
2024
Q4 		$2.06M Buy
88,142
+632
+0.7% +$14.5K 0.07% 331
2024
Q3 		$1.69M Buy
87,510
+84,199
+2,543% +$1.5M 0.06% 342
2024
Q2 		$58.8K Hold
3,311
– – ﹤0.01% 1604
2024
Q1 		$62.4K Buy
3,311
+211
+7% +$3.54K ﹤0.01% 1495
2023
Q4 		$46.2K Buy
3,100
+59
+2% +$794 ﹤0.01% 1578
2023
Q3 		$39.4K Buy
3,041
+41
+1% +$489 ﹤0.01% 1651
2023
Q2 		$35K Hold
3,000
– – ﹤0.01% 1768
2023
Q1 		$31.2K Buy
+3,000
New +$35.9K ﹤0.01% 1807
2022
Q4 		– Sell
-1,508
Closed -$15K – 4767
2022
Q3 		$15K Hold
1,508
– – ﹤0.01% 3337
2022
Q2 		$15K Hold
1,508
– – ﹤0.01% 3096
2022
Q1 		$15K Buy
+1,508
New +$19.1K ﹤0.01% 3096

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

IFP Advisors's OWL Position: Q2 2026 in Review

IFP Advisors increased its Blue Owl Capital (OWL) stake by 82% in Q2 2026, buying an estimated $89.9K and bringing the position to 21,024 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

IFP Advisors first reported a position in OWL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.06M in Q4 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • IFP Advisors held 21,024 shares of Blue Owl Capital worth $184K as of Q2 2026.
  • IFP Advisors bought 9,466 Blue Owl Capital shares in Q2 2026, an estimated $89.9K.
  • Blue Owl Capital made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1587 holding.
  • IFP Advisors first reported a position in Blue Owl Capital in Q1 2022 and has held it in 17 quarters since.
  • IFP Advisors's Blue Owl Capital position peaked at $2.06M in Q4 2024.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.