Mackenzie Financial
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Mackenzie Financial’s Blue Owl Capital OWL Stock Holding History

Mackenzie 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
2025
Q4 		– Sell
-30,264
Closed -$512K – 1781
2025
Q3 		$512K Buy
30,264
+2,773
+10% +$52.7K ﹤0.01% 1242
2025
Q2 		$528K Buy
+27,491
New +$509K ﹤0.01% 1214
2023
Q1 		– Sell
-44,170
Closed -$468K – 1588
2022
Q4 		$468K Buy
+44,170
New +$466K ﹤0.01% 949

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mackenzie Financial's OWL Position: Q4 2025 in Review

Mackenzie Financial sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 30,264 shares — an estimated $512K sold.

Mackenzie Financial first reported a position in OWL in Q4 2022 and held it in 3 quarters. The position peaked at $528K in Q2 2025. 521 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

  • Mackenzie Financial reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 30,264 Blue Owl Capital shares in Q4 2025, an estimated $512K.
  • Mackenzie Financial first reported a position in Blue Owl Capital in Q4 2022 and held it in 3 quarters.
  • Mackenzie Financial's Blue Owl Capital position peaked at $528K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.