Lindbrook Capital’s Blue Owl Capital OWL Stock Holding History

Lindbrook Capital’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 Q1	$72.6K	Sell	3,624 -1,754	-33%	-$39.4K	0.01%	822
2024 Q4	$125K	Buy	5,378 +66	+1%	+$1.51K	0.01%	497
2024 Q3	$103K	Buy	5,312 +35	+0.7%	+$625	0.01%	557
2024 Q2	$93.7K	Buy	5,277 +4,761	+923%	+$87.3K	0.01%	562
2024 Q1	$9.73K	Buy	516 +85	+20%	+$1.42K	﹤0.01%	1586
2023 Q4	$6.42K	Buy	431 +268	+164%	+$3.61K	﹤0.01%	1755
2023 Q3	$2.11K	Buy	163 +45	+38%	+$537	﹤0.01%	2108
2023 Q2	$1.38K	Sell	118 -39	-25%	-$420	﹤0.01%	2299
2023 Q1	$1.74K	Buy	157 +59	+60%	+$707	﹤0.01%	2299
2022 Q4	$1.04K	Buy	+98	New	+$1.03K	﹤0.01%	2455

Other funds holding OWL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's OWL Position: Q1 2025 in Review

Lindbrook Capital reduced its Blue Owl Capital (OWL) stake by 33% in Q1 2025, selling an estimated $39.4K and leaving 3,624 shares worth $72.6K. The position accounts for 0.01% of the portfolio, ranked #822.

Lindbrook Capital first reported a position in OWL in Q4 2022 and has held it in 10 quarters since. The position peaked at $125K in Q4 2024. 456 funds tracked by Wall St. Rank hold OWL as of Q1 2025.

Lindbrook Capital held 3,624 shares of Blue Owl Capital worth $72.6K as of Q1 2025.
Lindbrook Capital sold 1,754 Blue Owl Capital shares in Q1 2025, an estimated $39.4K.
Blue Owl Capital made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #822 holding.
Lindbrook Capital first reported a position in Blue Owl Capital in Q4 2022 and has held it in 10 quarters since.
Lindbrook Capital's Blue Owl Capital position peaked at $125K in Q4 2024.
456 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.