Mercer Global Advisors
OBDC icon

Mercer Global Advisors’s Blue Owl Capital OBDC Stock Holding History

Mercer Global Advisors’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
Q1 		$1.59M Sell
143,598
-112,141
-44% -$1.32M ﹤0.01% 1307
2025
Q4 		$3.18M Buy
255,739
+183,056
+252% +$2.33M ﹤0.01% 906
2025
Q3 		$928K Buy
72,683
+25,845
+55% +$368K ﹤0.01% 1418
2025
Q2 		$672K Buy
46,838
+28,487
+155% +$405K ﹤0.01% 1409
2025
Q1 		$269K Buy
18,351
+7,389
+67% +$111K ﹤0.01% 1821
2024
Q4 		$166K Sell
10,962
-92,921
-89% -$1.4M ﹤0.01% 1997
2024
Q3 		$1.5M Sell
103,883
-3,187
-3% -$47.9K ﹤0.01% 865
2024
Q2 		$1.64M Sell
107,070
-18,473
-15% -$295K ﹤0.01% 771
2024
Q1 		$1.93M Sell
125,543
-96,795
-44% -$1.46M 0.01% 734
2023
Q4 		$3.28M Sell
222,338
-27,140
-11% -$386K 0.01% 584
2023
Q3 		$3.46M Sell
249,478
-24,594
-9% -$340K 0.01% 531
2023
Q2 		$3.68M Sell
274,072
-16,357
-6% -$214K 0.01% 533
2023
Q1 		$3.66M Sell
290,429
-7,606
-3% -$97.9K 0.02% 506
2022
Q4 		$3.44M Buy
+298,035
New +$3.57M 0.02% 529
2021
Q2 		– Sell
-11,819
Closed -$163K – 1724
2021
Q1 		$163K Sell
11,819
-2,955
-20% -$40.2K ﹤0.01% 1514
2020
Q4 		$187K Sell
14,774
-2,425
-14% -$30.7K ﹤0.01% 1248
2020
Q3 		$207K Buy
+17,199
New +$211K ﹤0.01% 1104

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Mercer Global Advisors's OBDC Position: Q1 2026 in Review

Mercer Global Advisors reduced its Blue Owl Capital (OBDC) stake by 44% in Q1 2026, selling an estimated $1.32M and leaving 143,598 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Mercer Global Advisors first reported a position in OBDC in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.68M in Q2 2023. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

  • Mercer Global Advisors held 143,598 shares of Blue Owl Capital worth $1.59M as of Q1 2026.
  • Mercer Global Advisors sold 112,141 Blue Owl Capital shares in Q1 2026, an estimated $1.32M.
  • Blue Owl Capital made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1307 holding.
  • Mercer Global Advisors first reported a position in Blue Owl Capital in Q3 2020 and has held it in 17 quarters since.
  • Mercer Global Advisors's Blue Owl Capital position peaked at $3.68M in Q2 2023.
  • 457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.