Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Blue Owl Capital OWL Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-26,520
Closed -$449K – 1056
2025
Q3 		$449K Sell
26,520
-3,628
-12% -$69K ﹤0.01% 1075
2025
Q2 		$579K Buy
30,148
+510
+2% +$9.43K ﹤0.01% 935
2025
Q1 		$594K Sell
29,638
-2,934
-9% -$66K ﹤0.01% 865
2024
Q4 		$758K Sell
32,572
-280
-0.9% -$6.41K ﹤0.01% 787
2024
Q3 		$622K Buy
32,852
+443
+1% +$7.91K ﹤0.01% 719
2024
Q2 		$575K Sell
32,409
-3,986
-11% -$73.1K ﹤0.01% 631
2024
Q1 		$686K Buy
+36,395
New +$610K 0.01% 460

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Vanguard Group
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kovitz Investment Group Partners's OWL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 26,520 shares — an estimated $449K sold.

Kovitz Investment Group Partners first reported a position in OWL in Q1 2024 and held it in 7 quarters. The position peaked at $758K in Q4 2024. 521 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 26,520 Blue Owl Capital shares in Q4 2025, an estimated $449K.
  • Kovitz Investment Group Partners first reported a position in Blue Owl Capital in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Blue Owl Capital position peaked at $758K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.