Marshall Wace
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Marshall Wace’s Blue Owl Capital OWL Stock Holding History

Marshall Wace’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
Q1 		$16.8M Buy
+1,835,343
New +$22.2M 0.02% 765
2025
Q4 		– Sell
-26,151
Closed -$443K – 3347
2025
Q3 		$443K Sell
26,151
-4,152,380
-99% -$79M ﹤0.01% 2277
2025
Q2 		$80.3M Buy
4,178,531
+2,291,994
+121% +$42.4M 0.09% 211
2025
Q1 		$37.8M Sell
1,886,537
-285,560
-13% -$6.42M 0.05% 344
2024
Q4 		$50.5M Buy
2,172,097
+244,625
+13% +$5.6M 0.06% 289
2024
Q3 		$37.3M Buy
1,927,472
+1,197,224
+164% +$21.4M 0.05% 342
2024
Q2 		$13M Buy
730,248
+715,648
+4,902% +$13.1M 0.02% 622
2024
Q1 		$275K Sell
14,600
-174,322
-92% -$2.92M ﹤0.01% 2139
2023
Q4 		$2.81M Sell
188,922
-770,541
-80% -$10.4M ﹤0.01% 1092
2023
Q3 		$12.4M Buy
959,463
+821,363
+595% +$9.8M 0.03% 573
2023
Q2 		$1.61M Buy
+138,100
New +$1.49M ﹤0.01% 1510
2023
Q1 		– Sell
-23,900
Closed -$253K – 2990
2022
Q4 		$253K Buy
+23,900
New +$252K ﹤0.01% 2622
2022
Q1 		– Sell
-288,920
Closed -$4.31M – 3840
2021
Q4 		$4.31M Buy
288,920
+198,219
+219% +$3.13M 0.01% 1475
2021
Q3 		$1.41M Sell
90,701
-13,240
-13% -$184K 0.01% 1794
2021
Q2 		$1.34M Sell
103,941
-852,020
-89% -$9.65M 0.01% 1662
2021
Q1 		$9.45M Buy
955,961
+205,973
+27% +$2.13M 0.04% 482
2020
Q4 		$8.54M Buy
+749,988
New +$8.11M 0.05% 397

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Marshall Wace's OWL Position: Q1 2026 in Review

Marshall Wace opened a new position in Blue Owl Capital (OWL) in Q1 2026: 1,835,343 shares worth $16.8M. The stake represents 0.02% of the portfolio and ranks #765 among its holdings. This is a return to the name: Marshall Wace previously reported a position in OWL as recently as Q3 2025.

Marshall Wace first reported a position in OWL in Q4 2020 and has held it in 17 quarters since. The position peaked at $80.3M in Q2 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Marshall Wace held 1,835,343 shares of Blue Owl Capital worth $16.8M as of Q1 2026.
  • Blue Owl Capital was a new Marshall Wace position in Q1 2026.
  • Blue Owl Capital made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #765 holding.
  • Marshall Wace first reported a position in Blue Owl Capital in Q4 2020 and has held it in 17 quarters since.
  • Marshall Wace's Blue Owl Capital position peaked at $80.3M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.