Raymond James Financial
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Raymond James Financial’s Blue Owl Capital OWL Stock Holding History

Raymond James Financial’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 		$23.3M Buy
2,662,902
+995,066
+60% +$9.45M 0.01% 1449
2026
Q1 		$15.2M Sell
1,667,836
-395
-0% -$4.78K ﹤0.01% 1664
2025
Q4 		$24.9M Sell
1,668,231
-863,610
-34% -$13.5M 0.01% 1283
2025
Q3 		$42.9M Buy
2,531,841
+612,137
+32% +$11.6M 0.01% 895
2025
Q2 		$36.9M Buy
1,919,704
+279,595
+17% +$5.17M 0.01% 948
2025
Q1 		$32.9M Buy
1,640,109
+986,367
+151% +$22.2M 0.01% 966
2024
Q4 		$15.2M Buy
+653,742
New +$15M 0.01% 1508

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

Raymond James Financial's OWL Position: Q2 2026 in Review

Raymond James Financial increased its Blue Owl Capital (OWL) stake by 60% in Q2 2026, buying an estimated $9.45M and bringing the position to 2,662,902 shares worth $23.3M. The position accounts for 0.01% of the portfolio, ranked #1449.

Raymond James Financial first reported a position in OWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.9M in Q3 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Raymond James Financial held 2,662,902 shares of Blue Owl Capital worth $23.3M as of Q2 2026.
  • Raymond James Financial bought 995,066 Blue Owl Capital shares in Q2 2026, an estimated $9.45M.
  • Blue Owl Capital made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1449 holding.
  • Raymond James Financial first reported a position in Blue Owl Capital in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Blue Owl Capital position peaked at $42.9M in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.