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Jefferies Financial Group’s Blue Owl Capital OWL Stock Holding History

Jefferies Financial Group’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
Q1 		$2.13M Buy
233,152
+132,282
+131% +$1.6M 0.01% 622
2025
Q4 		$1.51M Buy
100,870
+34,820
+53% +$544K 0.01% 918
2025
Q3 		$1.12M Sell
66,050
-671,846
-91% -$12.8M 0.01% 827
2025
Q2 		$14.2M Buy
737,896
+701,569
+1,931% +$13M 0.12% 128
2025
Q1 		$728K Buy
+36,327
New +$817K 0.01% 927

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Jefferies Financial Group's OWL Position: Q1 2026 in Review

Jefferies Financial Group increased its Blue Owl Capital (OWL) stake by 131% in Q1 2026, buying an estimated $1.6M and bringing the position to 233,152 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #622.

Jefferies Financial Group first reported a position in OWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.2M in Q2 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Jefferies Financial Group held 233,152 shares of Blue Owl Capital worth $2.13M as of Q1 2026.
  • Jefferies Financial Group bought 132,282 Blue Owl Capital shares in Q1 2026, an estimated $1.6M.
  • Blue Owl Capital made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #622 holding.
  • Jefferies Financial Group first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
  • Jefferies Financial Group's Blue Owl Capital position peaked at $14.2M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.