Osaic Holdings
OWL icon

Osaic Holdings’s Blue Owl Capital OWL Stock Holding History

Osaic Holdings’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 		$7.28K Buy
20
+17
+567% +$162 ﹤0.01% 6765
2026
Q1 		$9 Buy
+3
New +$36 ﹤0.01% 7747

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

Osaic Holdings's OWL Position: Q2 2026 in Review

Osaic Holdings increased its Blue Owl Capital (OWL) stake by 25% in Q2 2026, buying an estimated $232K and bringing the position to 122,598 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2937.

Osaic Holdings first reported a position in OWL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.19M in Q4 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Osaic Holdings held 122,598 shares of Blue Owl Capital worth $1.07M as of Q2 2026.
  • Osaic Holdings bought 24,397 Blue Owl Capital shares in Q2 2026, an estimated $232K.
  • Blue Owl Capital made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2937 holding.
  • Osaic Holdings first reported a position in Blue Owl Capital in Q4 2020 and has held it in 22 quarters since.
  • Osaic Holdings's Blue Owl Capital position peaked at $2.19M in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.