LPL Financial
OBDC icon

LPL Financial’s Blue Owl Capital OBDC Stock Holding History

LPL Financial’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
Q2 		$26.1M Sell
2,399,154
-125,720
-5% -$1.41M 0.01% 1416
2026
Q1 		$27.9M Sell
2,524,874
-33,261
-1% -$390K 0.01% 1250
2025
Q4 		$31.8M Buy
2,558,135
+170,730
+7% +$2.17M 0.01% 1111
2025
Q3 		$30.5M Buy
2,387,405
+13,403
+0.6% +$191K 0.01% 1107
2025
Q2 		$34M Buy
2,374,002
+298,156
+14% +$4.24M 0.01% 954
2025
Q1 		$30.4M Buy
2,075,846
+122,163
+6% +$1.83M 0.01% 913
2024
Q4 		$29.5M Buy
1,953,683
+29,389
+2% +$443K 0.01% 882
2024
Q3 		$28M Buy
1,924,294
+155,312
+9% +$2.33M 0.01% 868
2024
Q2 		$27.2M Buy
1,768,982
+7,592
+0.4% +$121K 0.01% 829
2024
Q1 		$27.1M Buy
1,761,390
+44,694
+3% +$672K 0.01% 801
2023
Q4 		$25.3M Buy
1,716,696
+10,010
+0.6% +$142K 0.02% 774
2023
Q3 		$23.6M Buy
1,706,686
+142,456
+9% +$1.97M 0.02% 735
2023
Q2 		$21M Buy
1,564,230
+125,831
+9% +$1.65M 0.02% 773
2023
Q1 		$18.1M Buy
1,438,399
+23,180
+2% +$298K 0.01% 798
2022
Q4 		$16.3M Buy
1,415,219
+420,295
+42% +$5.04M 0.01% 800
2022
Q3 		$10.3M Sell
994,924
-28,716
-3% -$365K 0.01% 936
2022
Q2 		$12.6M Buy
1,023,640
+39,197
+4% +$537K 0.01% 846
2022
Q1 		$14.6M Buy
984,443
+48,108
+5% +$705K 0.01% 794
2021
Q4 		$13.3M Sell
936,335
-49,856
-5% -$713K 0.01% 858
2021
Q3 		$13.9M Buy
986,191
+172,280
+21% +$2.5M 0.01% 780
2021
Q2 		$11.6M Buy
813,911
+72,875
+10% +$1.05M 0.01% 824
2021
Q1 		$10.2M Buy
741,036
+189,639
+34% +$2.58M 0.01% 819
2020
Q4 		$6.98M Sell
551,397
-7,087
-1% -$89.8K 0.01% 930
2020
Q3 		$6.74M Buy
558,484
+112,747
+25% +$1.38M 0.01% 809
2020
Q2 		$5.5M Buy
445,737
+185,357
+71% +$2.29M 0.01% 833
2020
Q1 		$3M Buy
260,380
+161,236
+163% +$2.36M 0.01% 969
2019
Q4 		$1.77M Buy
99,144
+29,429
+42% +$514K ﹤0.01% 1433
2019
Q3 		$1.1M Buy
+69,715
New +$1.12M ﹤0.01% 1660

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 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 $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's OBDC Position: Q2 2026 in Review

LPL Financial reduced its Blue Owl Capital (OBDC) stake by 5% in Q2 2026, selling an estimated $1.41M and leaving 2,399,154 shares worth $26.1M. The position accounts for 0.01% of the portfolio, ranked #1416.

LPL Financial first reported a position in OBDC in Q3 2019 and has held it in 28 quarters since. The position peaked at $34M in Q2 2025. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • LPL Financial held 2,399,154 shares of Blue Owl Capital worth $26.1M as of Q2 2026.
  • LPL Financial sold 125,720 Blue Owl Capital shares in Q2 2026, an estimated $1.41M.
  • Blue Owl Capital made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1416 holding.
  • LPL Financial first reported a position in Blue Owl Capital in Q3 2019 and has held it in 28 quarters since.
  • LPL Financial's Blue Owl Capital position peaked at $34M in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.