Morgan Stanley
OWL icon

Morgan Stanley’s Blue Owl Capital OWL Stock Holding History

Morgan Stanley’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 		$126M Buy
14,434,733
+1,207,148
+9% +$11.5M 0.01% 1373
2026
Q1 		$121M Buy
13,227,585
+4,179,649
+46% +$50.5M 0.01% 1283
2025
Q4 		$135M Sell
9,047,936
-3,210,809
-26% -$50.2M 0.01% 1193
2025
Q3 		$208M Sell
12,258,745
-1,245,300
-9% -$23.7M 0.01% 912
2025
Q2 		$259M Sell
13,504,045
-1,560,248
-10% -$28.9M 0.02% 741
2025
Q1 		$302M Sell
15,064,293
-1,296,694
-8% -$29.2M 0.02% 663
2024
Q4 		$381M Buy
16,360,987
+1,554,305
+10% +$35.6M 0.03% 574
2024
Q3 		$287M Buy
14,806,682
+6,597,087
+80% +$118M 0.02% 667
2024
Q2 		$146M Buy
8,209,595
+895,946
+12% +$16.4M 0.01% 945
2024
Q1 		$138M Buy
7,313,649
+2,887,328
+65% +$48.4M 0.01% 983
2023
Q4 		$66M Buy
4,426,321
+772,685
+21% +$10.4M 0.01% 1460
2023
Q3 		$47.4M Buy
3,653,636
+1,687,395
+86% +$20.1M ﹤0.01% 1633
2023
Q2 		$22.9M Buy
1,966,241
+280,475
+17% +$3.02M ﹤0.01% 2343
2023
Q1 		$18.7M Buy
1,685,766
+203,730
+14% +$2.44M ﹤0.01% 2507
2022
Q4 		$15.7M Buy
1,482,036
+233,341
+19% +$2.46M ﹤0.01% 2586
2022
Q3 		$11.5M Buy
1,248,695
+653,107
+110% +$7.26M ﹤0.01% 2795
2022
Q2 		$5.97M Buy
595,588
+224,619
+61% +$2.69M ﹤0.01% 3598
2022
Q1 		$4.7M Buy
370,969
+114,397
+45% +$1.45M ﹤0.01% 3755
2021
Q4 		$3.83M Buy
256,572
+179,173
+231% +$2.83M ﹤0.01% 3994
2021
Q3 		$1.21M Buy
77,399
+52,987
+217% +$735K ﹤0.01% 4925
2021
Q2 		$315K Buy
24,412
+6,910
+39% +$78.3K ﹤0.01% 5780
2021
Q1 		$173K Sell
17,502
-259
-1% -$2.68K ﹤0.01% 5745
2020
Q4 		$202K Buy
+17,761
New +$192K ﹤0.01% 5587

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Morgan Stanley's OWL Position: Q2 2026 in Review

Morgan Stanley increased its Blue Owl Capital (OWL) stake by 9.1% in Q2 2026, buying an estimated $11.5M and bringing the position to 14,434,733 shares worth $126M. The position accounts for 0.01% of the portfolio, ranked #1373.

Morgan Stanley first reported a position in OWL in Q4 2020 and has held it in 23 quarters since. The position peaked at $381M in Q4 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Morgan Stanley held 14,434,733 shares of Blue Owl Capital worth $126M as of Q2 2026.
  • Morgan Stanley bought 1,207,148 Blue Owl Capital shares in Q2 2026, an estimated $11.5M.
  • Blue Owl Capital made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1373 holding.
  • Morgan Stanley first reported a position in Blue Owl Capital in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Blue Owl Capital position peaked at $381M in Q4 2024.
  • 574 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.