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
Q3 		$29.8M Buy
2,837,832
+438,678
+18% +$4.88M 0.01% 1346
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

State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund Tigard, Oregon $9.31B AUM 34.63% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Robert Wood Johnson Foundation
Robert Wood Johnson Foundation Princeton, New Jersey $47.4M AUM 19.88% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

LPL Financial's OBDC Position: Q3 2026 in Review

LPL Financial increased its Blue Owl Capital (OBDC) stake by 18% in Q3 2026, buying an estimated $4.88M and bringing the position to 2,837,832 shares worth $29.8M. The position accounts for 0.01% of the portfolio, ranked #1346.

LPL Financial first reported a position in OBDC in Q3 2019 and has held it in 29 quarters since. The position peaked at $34M in Q2 2025. 210 funds tracked by Wall St. Rank hold OBDC as of Q3 2026.

  • LPL Financial held 2,837,832 shares of Blue Owl Capital worth $29.8M as of Q3 2026.
  • LPL Financial bought 438,678 Blue Owl Capital shares in Q3 2026, an estimated $4.88M.
  • Blue Owl Capital made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1346 holding.
  • LPL Financial first reported a position in Blue Owl Capital in Q3 2019 and has held it in 29 quarters since.
  • LPL Financial's Blue Owl Capital position peaked at $34M in Q2 2025.
  • 210 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.