IFWM
OWL icon

Institute for Wealth Management’s Blue Owl Capital OWL Stock Holding History

Institute for Wealth Management’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 		$1.97K Buy
+225
New +$2.14K ﹤0.01% 1593

Other funds holding OWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
DPL
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 29.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's OWL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Blue Owl Capital (OWL) in Q2 2026: 225 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #1593 among its holdings.

296 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Institute for Wealth Management held 225 shares of Blue Owl Capital worth $1.97K as of Q2 2026.
  • Blue Owl Capital was a new Institute for Wealth Management position in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1593 holding.
  • 296 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.