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Ritholtz Wealth Management’s Blue Owl Capital OWL Stock Holding History

Ritholtz Wealth Management’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 		$93.6K Buy
+10,697
New +$102K ﹤0.01% 1277
2022
Q4 		– Sell
-979,727
Closed -$9.04M – 696
2022
Q3 		$9.04M Buy
+979,727
New +$10.9M 0.48% 25

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

Ritholtz Wealth Management's OWL Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Blue Owl Capital (OWL) in Q2 2026: 10,697 shares worth $93.6K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in OWL as recently as Q3 2022.

Ritholtz Wealth Management first reported a position in OWL in Q3 2022 and has held it in 2 quarters since. The position peaked at $9.04M in Q3 2022. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Ritholtz Wealth Management held 10,697 shares of Blue Owl Capital worth $93.6K as of Q2 2026.
  • Blue Owl Capital was a new Ritholtz Wealth Management position in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1277 holding.
  • Ritholtz Wealth Management first reported a position in Blue Owl Capital in Q3 2022 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's Blue Owl Capital position peaked at $9.04M in Q3 2022.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.