Nisa Investment Advisors
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Nisa Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Nisa Investment Advisors’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 		$71.4K Buy
8,159
+4,244
+108% +$40.3K ﹤0.01% 1709
2026
Q1 		$35.7K Sell
3,915
-5,234
-57% -$63.3K ﹤0.01% 1810
2025
Q4 		$137K Sell
9,149
-862
-9% -$13.5K ﹤0.01% 1335
2025
Q3 		$169K Buy
10,011
+685
+7% +$13K ﹤0.01% 1284
2025
Q2 		$179K Buy
9,326
+3,626
+64% +$67.1K ﹤0.01% 1251
2025
Q1 		$114K Hold
5,700
– – ﹤0.01% 1359
2024
Q4 		$133K Hold
5,700
– – ﹤0.01% 1395
2024
Q3 		$110K Hold
5,700
– – ﹤0.01% 1420
2024
Q2 		$101K Hold
5,700
– – ﹤0.01% 1476
2024
Q1 		$108K Hold
5,700
– – ﹤0.01% 1448
2023
Q4 		$84.9K Hold
5,700
– – ﹤0.01% 1481
2023
Q3 		$73.9K Hold
5,700
– – ﹤0.01% 1611
2023
Q2 		$66.4K Buy
+5,700
New +$61.3K ﹤0.01% 1645

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

Nisa Investment Advisors's OWL Position: Q2 2026 in Review

Nisa Investment Advisors increased its Blue Owl Capital (OWL) stake by 108% in Q2 2026, buying an estimated $40.3K and bringing the position to 8,159 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Nisa Investment Advisors first reported a position in OWL in Q2 2023 and has held it in 13 quarters since. The position peaked at $179K in Q2 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Nisa Investment Advisors held 8,159 shares of Blue Owl Capital worth $71.4K as of Q2 2026.
  • Nisa Investment Advisors bought 4,244 Blue Owl Capital shares in Q2 2026, an estimated $40.3K.
  • Blue Owl Capital made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1709 holding.
  • Nisa Investment Advisors first reported a position in Blue Owl Capital in Q2 2023 and has held it in 13 quarters since.
  • Nisa Investment Advisors's Blue Owl Capital position peaked at $179K in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.