Morgan Stanley
OBDC icon

Morgan Stanley’s Blue Owl Capital OBDC Stock Holding History

Morgan Stanley’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
Q2 		$108M Buy
9,899,490
+403,243
+4% +$4.51M 0.01% 1507
2026
Q1 		$105M Buy
9,496,247
+358,841
+4% +$4.21M 0.01% 1402
2025
Q4 		$114M Sell
9,137,406
-741,281
-8% -$9.42M 0.01% 1346
2025
Q3 		$126M Sell
9,878,687
-312,902
-3% -$4.45M 0.01% 1224
2025
Q2 		$146M Buy
10,191,589
+1,946,802
+24% +$27.7M 0.01% 1070
2025
Q1 		$121M Buy
8,244,787
+658,846
+9% +$9.9M 0.01% 1114
2024
Q4 		$115M Buy
7,585,941
+456,548
+6% +$6.88M 0.01% 1156
2024
Q3 		$104M Buy
7,129,393
+876,641
+14% +$13.2M 0.01% 1208
2024
Q2 		$96M Buy
6,252,752
+466,225
+8% +$7.45M 0.01% 1207
2024
Q1 		$89M Buy
5,786,527
+994,905
+21% +$15M 0.01% 1282
2023
Q4 		$70.7M Buy
4,791,622
+509,085
+12% +$7.23M 0.01% 1391
2023
Q3 		$59.3M Buy
4,282,537
+156,815
+4% +$2.16M 0.01% 1417
2023
Q2 		$55.4M Buy
4,125,722
+65,207
+2% +$853K 0.01% 1499
2023
Q1 		$51.2M Sell
4,060,515
-399,742
-9% -$5.14M 0.01% 1523
2022
Q4 		$51.5M Sell
4,460,257
-1,012,795
-19% -$12.1M 0.01% 1477
2022
Q3 		$56.8M Sell
5,473,052
-699,713
-11% -$8.9M 0.01% 1234
2022
Q2 		$76.1M Buy
6,172,765
+672,228
+12% +$9.21M 0.01% 1093
2022
Q1 		$81.3M Buy
5,500,537
+1,392,837
+34% +$20.4M 0.01% 999
2021
Q4 		$58.2M Buy
4,107,700
+1,221,438
+42% +$17.5M 0.01% 1231
2021
Q3 		$40.8M Buy
2,886,262
+786,057
+37% +$11.4M 0.01% 1434
2021
Q2 		$30M Buy
2,100,205
+740,900
+55% +$10.6M ﹤0.01% 1735
2021
Q1 		$18.7M Sell
1,359,305
-532,337
-28% -$7.25M ﹤0.01% 1984
2020
Q4 		$23.9M Sell
1,891,642
-93,271
-5% -$1.18M ﹤0.01% 1637
2020
Q3 		$23.9M Buy
1,984,913
+618,366
+45% +$7.58M ﹤0.01% 1345
2020
Q2 		$16.9M Buy
1,366,547
+1,133,787
+487% +$14M ﹤0.01% 1540
2020
Q1 		$2.69M Sell
232,760
-4,043
-2% -$59.2K ﹤0.01% 3085
2019
Q4 		$4.24M Buy
236,803
+35,139
+17% +$614K ﹤0.01% 3377
2019
Q3 		$3.18M Buy
+201,664
New +$3.23M ﹤0.01% 3358

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley's OBDC Position: Q2 2026 in Review

Morgan Stanley increased its Blue Owl Capital (OBDC) stake by 4.2% in Q2 2026, buying an estimated $4.51M and bringing the position to 9,899,490 shares worth $108M. The position accounts for 0.01% of the portfolio, ranked #1507.

Morgan Stanley first reported a position in OBDC in Q3 2019 and has held it in 28 quarters since. The position peaked at $146M in Q2 2025. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • Morgan Stanley held 9,899,490 shares of Blue Owl Capital worth $108M as of Q2 2026.
  • Morgan Stanley bought 403,243 Blue Owl Capital shares in Q2 2026, an estimated $4.51M.
  • Blue Owl Capital made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1507 holding.
  • Morgan Stanley first reported a position in Blue Owl Capital in Q3 2019 and has held it in 28 quarters since.
  • Morgan Stanley's Blue Owl Capital position peaked at $146M in Q2 2025.
  • 427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.