Legal & General Group
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Legal & General Group’s Blue Owl Capital OBDC Stock Holding History

Legal & General Group’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.75M Buy
519,696
+14,861
+3% +$174K ﹤0.01% 1430
2025
Q4 		$6.28M Buy
504,835
+20,423
+4% +$260K ﹤0.01% 1439
2025
Q3 		$6.18M Buy
484,412
+12,589
+3% +$179K ﹤0.01% 1449
2025
Q2 		$6.77M Buy
471,823
+19,500
+4% +$277K ﹤0.01% 1396
2025
Q1 		$6.63M Buy
452,323
+78,739
+21% +$1.18M ﹤0.01% 1374
2024
Q4 		$5.65M Buy
373,584
+27,208
+8% +$410K ﹤0.01% 1519
2024
Q3 		$5.05M Buy
346,376
+9,496
+3% +$143K ﹤0.01% 1572
2024
Q2 		$5.17M Hold
336,880
– – ﹤0.01% 1508
2024
Q1 		$5.18M Sell
336,880
-15,000
-4% -$226K ﹤0.01% 1494
2023
Q4 		$5.2M Buy
351,880
+11,965
+4% +$170K ﹤0.01% 1486
2023
Q3 		$4.71M Hold
339,915
– – ﹤0.01% 1475
2023
Q2 		$4.56M Sell
339,915
-20,993
-6% -$274K ﹤0.01% 1510
2023
Q1 		$4.55M Sell
360,908
-10,578
-3% -$136K ﹤0.01% 1464
2022
Q4 		$4.29M Buy
371,486
+83,577
+29% +$1M ﹤0.01% 1490
2022
Q3 		$2.98M Buy
287,909
+76,010
+36% +$966K ﹤0.01% 1654
2022
Q2 		$2.61M Buy
+211,899
New +$2.9M ﹤0.01% 1742

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Legal & General Group's OBDC Position: Q1 2026 in Review

Legal & General Group increased its Blue Owl Capital (OBDC) stake by 2.9% in Q1 2026, buying an estimated $174K and bringing the position to 519,696 shares worth $5.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Legal & General Group first reported a position in OBDC in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.77M in Q2 2025. 458 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Legal & General Group held 519,696 shares of Blue Owl Capital worth $5.75M as of Q1 2026.
  • Legal & General Group bought 14,861 Blue Owl Capital shares in Q1 2026, an estimated $174K.
  • Blue Owl Capital made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1430 holding.
  • Legal & General Group first reported a position in Blue Owl Capital in Q2 2022 and has held it in 16 quarters since.
  • Legal & General Group's Blue Owl Capital position peaked at $6.77M in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.