LPL Financial
OWL icon

LPL Financial’s Blue Owl Capital OWL Stock Holding History

LPL Financial’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
2026
Q2 		$18.5M Buy
2,113,977
+417,241
+25% +$3.96M ﹤0.01% 1628
2026
Q1 		$15.5M Buy
1,696,736
+52,426
+3% +$634K ﹤0.01% 1657
2025
Q4 		$24.6M Buy
1,644,310
+91,862
+6% +$1.44M 0.01% 1271
2025
Q3 		$26.3M Buy
1,552,448
+1,411,235
+999% +$26.8M 0.01% 1189
2025
Q2 		$2.71M Buy
141,213
+28,339
+25% +$524K ﹤0.01% 2833
2025
Q1 		$2.26M Sell
112,874
-1,950
-2% -$43.9K ﹤0.01% 2835
2024
Q4 		$2.67M Buy
114,824
+26,611
+30% +$609K ﹤0.01% 2601
2024
Q3 		$1.71M Buy
88,213
+21,327
+32% +$381K ﹤0.01% 2885
2024
Q2 		$1.19M Buy
66,886
+21,760
+48% +$399K ﹤0.01% 3095
2024
Q1 		$851K Buy
45,126
+10,753
+31% +$180K ﹤0.01% 3327
2023
Q4 		$512K Buy
+34,373
New +$463K ﹤0.01% 3652

Other funds holding OWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

LPL Financial's OWL Position: Q2 2026 in Review

LPL Financial increased its Blue Owl Capital (OWL) stake by 25% in Q2 2026, buying an estimated $3.96M and bringing the position to 2,113,977 shares worth $18.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

LPL Financial first reported a position in OWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.3M in Q3 2025. 278 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • LPL Financial held 2,113,977 shares of Blue Owl Capital worth $18.5M as of Q2 2026.
  • LPL Financial bought 417,241 Blue Owl Capital shares in Q2 2026, an estimated $3.96M.
  • Blue Owl Capital made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1628 holding.
  • LPL Financial first reported a position in Blue Owl Capital in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's Blue Owl Capital position peaked at $26.3M in Q3 2025.
  • 278 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.