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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
Q2 		$2.32M Sell
265,000
-60,000
-18% -$570K 0.02% 637
2026
Q1 		$2.97M Sell
325,000
-5,000
-2% -$60.4K 0.02% 476
2025
Q4 		$4.93M Buy
+330,000
New +$5.16M 0.03% 485

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

Jefferies Financial Group's OWL Position: Q2 2026 in Review

Jefferies Financial Group reduced its Blue Owl Capital (OWL) stake by 22% in Q2 2026, selling an estimated $483K and leaving 182,312 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #772.

Jefferies Financial Group first reported a position in OWL in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.2M in Q2 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Jefferies Financial Group held 182,312 shares of Blue Owl Capital worth $1.6M as of Q2 2026.
  • Jefferies Financial Group sold 50,840 Blue Owl Capital shares in Q2 2026, an estimated $483K.
  • Blue Owl Capital made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #772 holding.
  • Jefferies Financial Group first reported a position in Blue Owl Capital in Q1 2025 and has held it in 6 quarters since.
  • Jefferies Financial Group's Blue Owl Capital position peaked at $14.2M in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.